Merrill Lynch Wealth Management
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Customer service: 1 (800) 637-7455 Technical support: 1 (888) 656-6546 Headquarters: New York City, NY Parent organization: Bank of America
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Merrill Lynch Wealth Management Employees
Employee
Years
Job
Industry
Sebastian Baeza Sebastian Baeza's Merrill Lynch Wealth Management Experience October 2011 - March 2012
Job Investments at Swift Realty Partners
Industry Commercial Real Estate
Experience
Swift Realty Partners December 2013 - Present
Sabal Financial Group LP June 2012 - November 2013
Merrill Lynch, Wealth Management October 2011 - March 2012
Skills
Real Estate, Distressed Debt, Private Equity, French, Spanish, Capital Markets, Portfolio Management, Commercial Real Estate..., Acquisition Underwriting, Financial Analysis, Financial Modeling, Finance, Investments, Equities, Loans, Valuation, Asset Management
Education
San Diego State University-California State University 2008 — 2012
BA, International Business
Universidad Pontificia Comillas 2011 — 2011
International Business
Swift Realty Partners December 2013 - Present
Sabal Financial Group LP June 2012 - November 2013
Merrill Lynch, Wealth Management October 2011 - March 2012
Skills
Real Estate, Distressed Debt, Private Equity, French, Spanish, Capital Markets, Portfolio Management, Commercial Real Estate..., Acquisition Underwriting, Financial Analysis, Financial Modeling, Finance, Investments, Equities, Loans, Valuation, Asset Management
Education
San Diego State University-California State University 2008 — 2012
BA, International Business
Universidad Pontificia Comillas 2011 — 2011
International Business
Johnathon Thiel Johnathon Thiel's Merrill Lynch Wealth Management Experience January 2012 - May 2012
Job Client Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
The Retirement Advantage September 2012 - February 2015
Merrill Lynch Wealth Management January 2012 - May 2012
St. Norbert College August 2010 - May 2012
Menasha Packaging June 2011 - August 2011
Primerica June 2010 - August 2010
Sonoco June 2010 - August 2010
St. Norbert College August 2008 - August 2010
McKinley Reserve, LLC June 2008 - August 2009
Skills
Teamwork, Time Management, Microsoft Office, Finance, Management, Critical Thinking, Investments, 401k, Employee Benefits, Budgets, Insurance, Analysis, Financial Markets, Life Insurance, Money Management, Social Skills, Accurate Data Entry, CRM, Customer Engagement, MS Office Suite, Budgeting, Internet, Calm Under Pressure, Business Management, Client Relationship..., Client Engagement, ESOP, 401k Rollovers
Education
St. Norbert College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General Business, Graduated May 13, 2012
Principal Financial Group February 2015 - Present
The Retirement Advantage September 2012 - February 2015
Merrill Lynch Wealth Management January 2012 - May 2012
St. Norbert College August 2010 - May 2012
Menasha Packaging June 2011 - August 2011
Primerica June 2010 - August 2010
Sonoco June 2010 - August 2010
St. Norbert College August 2008 - August 2010
McKinley Reserve, LLC June 2008 - August 2009
Skills
Teamwork, Time Management, Microsoft Office, Finance, Management, Critical Thinking, Investments, 401k, Employee Benefits, Budgets, Insurance, Analysis, Financial Markets, Life Insurance, Money Management, Social Skills, Accurate Data Entry, CRM, Customer Engagement, MS Office Suite, Budgeting, Internet, Calm Under Pressure, Business Management, Client Relationship..., Client Engagement, ESOP, 401k Rollovers
Education
St. Norbert College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General Business, Graduated May 13, 2012
Anthony Schiavone Anthony Schiavone's Merrill Lynch Wealth Management Experience August 2010 - November 2010
Job Utica National Insurance Group
Industry Insurance
Experience
Gilroy Kernan Gilroy 2014 - 2014
Gilroy Kernan Gilroy 2014 - 2014
Utica National Insurance Group December 2011 - October 2013
Lionbridge December 2012 - July 2013
Bruckner, Tillett, Rossi, Cahill & Associates June 2011 - September 2011
Merrill Lynch Wealth Management August 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Financial Modeling, Financial Management, Cash Flow, Risk Assessment, Risk Analysis, Insurance, Commercial Insurance, Time Management, Market Research, Data Analysis
Education
Rochester Institute of Technology 2007 — 2011
Bachelor of Science in Business Administration, Finance
Gilroy Kernan Gilroy 2014 - 2014
Gilroy Kernan Gilroy 2014 - 2014
Utica National Insurance Group December 2011 - October 2013
Lionbridge December 2012 - July 2013
Bruckner, Tillett, Rossi, Cahill & Associates June 2011 - September 2011
Merrill Lynch Wealth Management August 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Financial Modeling, Financial Management, Cash Flow, Risk Assessment, Risk Analysis, Insurance, Commercial Insurance, Time Management, Market Research, Data Analysis
Education
Rochester Institute of Technology 2007 — 2011
Bachelor of Science in Business Administration, Finance
Tony Pugliese Tony Pugliese's Merrill Lynch Wealth Management Experience September 2012 - Present
Job Wealth Manager
Industry Financial Services
Experience
Merrill Lynch Wealth Management September 2012 - Present
Fidelity Investments March 2011 - September 2012
Coffey Pugliese January 2003 - March 2011
Doyle Miles, Inc 1999 - 2002
Lehman Brothers 1997 - 1999
Skills
Securities, Equity Trading, Equities, Series 7, Trading, Trading Strategies, Investments, Risk Management, Proprietary Trading, FINRA, ETFs, Finance, Financial Services, Retirement
Education
Lynchburg College 1984 — 1988
Bachelor of Arts (B.A.), Communication and Media Studies
Westfield Senior High School 1982 — 1984
Merrill Lynch Wealth Management September 2012 - Present
Fidelity Investments March 2011 - September 2012
Coffey Pugliese January 2003 - March 2011
Doyle Miles, Inc 1999 - 2002
Lehman Brothers 1997 - 1999
Skills
Securities, Equity Trading, Equities, Series 7, Trading, Trading Strategies, Investments, Risk Management, Proprietary Trading, FINRA, ETFs, Finance, Financial Services, Retirement
Education
Lynchburg College 1984 — 1988
Bachelor of Arts (B.A.), Communication and Media Studies
Westfield Senior High School 1982 — 1984
Ellen Chiang's Merrill Lynch Wealth Management Experience July 2012 - Present
Job AVP, Merrill Lynch Wealth Mgmt Advisor, CRPS;
Industry Financial Services
Experience
Merrill Lynch Wealth Management July 2012 - Present
JPMorgan Securities/ JPMorgan Chase Investment Services Corp. January 2010 - July 2012
Merrill Lynch April 2006 - January 2010
Executek Solutions, Inc. 2003 - 2006
Micron Technology 1997 - 2003
Photobit Corporation 1997 - 2001
ASC Audio Video 1996 - 1997
CSH Solutions, Inc. January 1994 - February 1996
Unitron Computer USA March 1991 - January 1994
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Investments, 401k, Asset Allocation, Fixed Income, Equities, Portfolio Management, Asset Managment, Corporate Finance, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Development, Valuation, Treasury Management, Mergers, Start-ups, Risk Management, Strategic Financial..., Mergers & Acquisitions, Strategy, Series 7, Finance, Cash Management, Business Planning, Investment Advisory, Leadership
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics - Business
Merrill Lynch Wealth Management July 2012 - Present
JPMorgan Securities/ JPMorgan Chase Investment Services Corp. January 2010 - July 2012
Merrill Lynch April 2006 - January 2010
Executek Solutions, Inc. 2003 - 2006
Micron Technology 1997 - 2003
Photobit Corporation 1997 - 2001
ASC Audio Video 1996 - 1997
CSH Solutions, Inc. January 1994 - February 1996
Unitron Computer USA March 1991 - January 1994
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Investments, 401k, Asset Allocation, Fixed Income, Equities, Portfolio Management, Asset Managment, Corporate Finance, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Development, Valuation, Treasury Management, Mergers, Start-ups, Risk Management, Strategic Financial..., Mergers & Acquisitions, Strategy, Series 7, Finance, Cash Management, Business Planning, Investment Advisory, Leadership
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics - Business
Kelly Marks Kelly Marks's Merrill Lynch Wealth Management Experience February 2009 - March 2012
Job Sales Management | Performance Coaching | Recruiting Training | Wealth Mgt | Credit & Banking | Risk Mgt
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Merrill Lynch Wealth Management February 2009 - March 2012
Bank of America Premier Banking & Investments June 2006 - February 2009
Bank of America Premier Banking & Investments June 2004 - June 2006
Bank of America Premier Banking & Investments April 2002 - January 2004
Skills
Wealth Management, Securities, Banking, Portfolio Management, Wealth Management..., Financial Services, Mutual Funds, Investments, Private Banking, Series 7, Credit, Series 63, Leadership, Relationship Management, Management, Equities, Loans, Finance, Mortgage Lending, Financial Planning, Credit Analysis, Cash Management, Commercial Lending, Risk Management, Project Management, Strategic Planning, Commercial Banking, Financial Analysis
Education
San Diego State University-California State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Washington
Pacific Coast Banking School, Graduate Degree
Merrill Lynch March 2012 - Present
Merrill Lynch Wealth Management February 2009 - March 2012
Bank of America Premier Banking & Investments June 2006 - February 2009
Bank of America Premier Banking & Investments June 2004 - June 2006
Bank of America Premier Banking & Investments April 2002 - January 2004
Skills
Wealth Management, Securities, Banking, Portfolio Management, Wealth Management..., Financial Services, Mutual Funds, Investments, Private Banking, Series 7, Credit, Series 63, Leadership, Relationship Management, Management, Equities, Loans, Finance, Mortgage Lending, Financial Planning, Credit Analysis, Cash Management, Commercial Lending, Risk Management, Project Management, Strategic Planning, Commercial Banking, Financial Analysis
Education
San Diego State University-California State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Washington
Pacific Coast Banking School, Graduate Degree
Shannon Botch's Merrill Lynch Wealth Management Experience 2004 - Present
Job Vice President Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management 2004 - Present
Skills
401k, Estate Planning, IRA's, Financial Planning, Equities, IRAs, Strategic Financial..., Retirement Planning
Education
Pepperdine University 2000 — 2004
BA, Psychology and Sociology
Merrill Lynch Wealth Management 2004 - Present
Skills
401k, Estate Planning, IRA's, Financial Planning, Equities, IRAs, Strategic Financial..., Retirement Planning
Education
Pepperdine University 2000 — 2004
BA, Psychology and Sociology
Jeff Brewer Jeff Brewer's Merrill Lynch Wealth Management Experience September 2011 - December 2011
Job Chief Operating Officer at Digital Eye Media
Industry Marketing and Advertising
Experience
Digital Eye Media February 2012 - Present
Merrill Lynch Wealth Management September 2011 - December 2011
Shanghai ZTHJ Investments Co., Ltd June 2011 - August 2011
Skills
Salesforce.com, Leadership, Online Advertising, Social Media Marketing, E-commerce, Investments, Marketing, Marketing Strategy, Social Media, SEO, Mergers & Acquisitions, Market Research, Email Marketing, Social Networking, Negotiation, Finance, Facebook, Advertising, Marketing Communications, Operations Management, Lead Generation, Web Analytics, Portfolio Management, Analytics, Business Development, Management, Web Design, Content Strategy, Mobile Design, Digital Strategy, Business Strategy, Team Building, Analysis, Strategic Partnerships, Start-ups, New Business Development, PPC, Digital Marketing, Google Analytics, Competitive Analysis, SEM, Strategic Planning, Conversion Optimization, Sales Funnel..., Entrepreneurship, Digital Copywriting, Organizational..., Customer Service, Online Marketing
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelors, Finance
Digital Eye Media February 2012 - Present
Merrill Lynch Wealth Management September 2011 - December 2011
Shanghai ZTHJ Investments Co., Ltd June 2011 - August 2011
Skills
Salesforce.com, Leadership, Online Advertising, Social Media Marketing, E-commerce, Investments, Marketing, Marketing Strategy, Social Media, SEO, Mergers & Acquisitions, Market Research, Email Marketing, Social Networking, Negotiation, Finance, Facebook, Advertising, Marketing Communications, Operations Management, Lead Generation, Web Analytics, Portfolio Management, Analytics, Business Development, Management, Web Design, Content Strategy, Mobile Design, Digital Strategy, Business Strategy, Team Building, Analysis, Strategic Partnerships, Start-ups, New Business Development, PPC, Digital Marketing, Google Analytics, Competitive Analysis, SEM, Strategic Planning, Conversion Optimization, Sales Funnel..., Entrepreneurship, Digital Copywriting, Organizational..., Customer Service, Online Marketing
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelors, Finance
Christel Dunn Christel Dunn's Merrill Lynch Wealth Management Experience December 1986 - December 2004
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management - Bank of America October 2011 - Present
Retirement January 2005 - October 2011
Merrill Lynch Wealth Management December 1986 - December 2004
US Government and the private sector January 1971 - November 1986
Skills
Retirement, Insurance, Series 7, Small Business, Personal Finance, 401k Rollovers, Investment Advisory, Financial Advisory, IRAs, Series 63, professionally managed..., tax saving strategies, multigenerational..., goals based wealth..., Long Term Care Insurance, annuities, Charitable Trusts, Estate Planning, Wealth Management, Investments, Strategic Planning, Public Speaking, Portfolio Management
Education
University of Alabama in Huntsville 1967 — 1970
Bachelor of Arts (BA), Mathematics and Economics
Merrill Lynch Wealth Management - Bank of America October 2011 - Present
Retirement January 2005 - October 2011
Merrill Lynch Wealth Management December 1986 - December 2004
US Government and the private sector January 1971 - November 1986
Skills
Retirement, Insurance, Series 7, Small Business, Personal Finance, 401k Rollovers, Investment Advisory, Financial Advisory, IRAs, Series 63, professionally managed..., tax saving strategies, multigenerational..., goals based wealth..., Long Term Care Insurance, annuities, Charitable Trusts, Estate Planning, Wealth Management, Investments, Strategic Planning, Public Speaking, Portfolio Management
Education
University of Alabama in Huntsville 1967 — 1970
Bachelor of Arts (BA), Mathematics and Economics
David Buffie's Merrill Lynch Wealth Management Experience July 2015 - Present
Job PMD FA at Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch Wealth Management July 2015 - Present
Bank of America November 2014 - July 2015
Bank of America July 2013 - November 2014
Bank of America July 2012 - July 2013
Bank of America July 2011 - July 2012
Razorgator May 2009 - August 2009
Skills
Team Building, Team Leadership, Excel, PowerPoint, Microsoft Office, Microsoft Excel, Communication Skills, Adaptability, Business Process Design, Process Improvement, Business Networking, Social Networking, Project Management, Leadership, Public Speaking, Strategic Planning, Banking, Operations Management, Time Management, Management, Analysis, Customer Service
Education
Penn State University 2007 — 2011
Bachelor of Science, Supply Chain and Information Systems
Merrill Lynch Wealth Management July 2015 - Present
Bank of America November 2014 - July 2015
Bank of America July 2013 - November 2014
Bank of America July 2012 - July 2013
Bank of America July 2011 - July 2012
Razorgator May 2009 - August 2009
Skills
Team Building, Team Leadership, Excel, PowerPoint, Microsoft Office, Microsoft Excel, Communication Skills, Adaptability, Business Process Design, Process Improvement, Business Networking, Social Networking, Project Management, Leadership, Public Speaking, Strategic Planning, Banking, Operations Management, Time Management, Management, Analysis, Customer Service
Education
Penn State University 2007 — 2011
Bachelor of Science, Supply Chain and Information Systems
Martin Phan's Merrill Lynch Wealth Management Experience October 2008 - June 2009
Job Online Marketing Specialist at Epson America Inc.
Industry Computer Hardware
Experience
Epson America Inc. March 2015 - Present
Epson America Inc. May 2013 - March 2015
Salient Federal Solutions September 2011 - December 2012
Pacific Pearl Group September 2010 - August 2011
UCLA Lab School January 2006 - July 2010
Merrill Lynch Wealth Management October 2008 - June 2009
Century Fox Television June 2008 - September 2008
Skills
Management Consulting, Market Research, Data Analysis, Data Manipulation, Excel, Word, Outlook, Think-cell, Bloomberg, Capital IQ, PowerPoint, Vlookup, Pivot Tables, DoD, Forecasting, Microsoft Word, Microsoft Excel
Education
University of California, Los Angeles 2005 — 2010
BA, Economics
Thammasat University 2010 — 2010
Epson America Inc. March 2015 - Present
Epson America Inc. May 2013 - March 2015
Salient Federal Solutions September 2011 - December 2012
Pacific Pearl Group September 2010 - August 2011
UCLA Lab School January 2006 - July 2010
Merrill Lynch Wealth Management October 2008 - June 2009
Century Fox Television June 2008 - September 2008
Skills
Management Consulting, Market Research, Data Analysis, Data Manipulation, Excel, Word, Outlook, Think-cell, Bloomberg, Capital IQ, PowerPoint, Vlookup, Pivot Tables, DoD, Forecasting, Microsoft Word, Microsoft Excel
Education
University of California, Los Angeles 2005 — 2010
BA, Economics
Thammasat University 2010 — 2010
Alex Corbin's Merrill Lynch Wealth Management Experience June 2013 - August 2013
Job Financial Serivces Professional
Industry Financial Services
Experience
MassMutual Dallas-Fort Worth May 2015 - Present
Merrill Lynch Wealth Management June 2013 - August 2013
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Business Administration, Finance and Accounting, 3.1
MassMutual Dallas-Fort Worth May 2015 - Present
Merrill Lynch Wealth Management June 2013 - August 2013
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Business Administration, Finance and Accounting, 3.1
Roman Drukarov's Merrill Lynch Wealth Management Experience May 2010 - September 2010
Job SAP FICO Project Manager at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless January 2015 - Present
Verizon Wireless October 2013 - January 2015
Verizon Wireless August 2012 - October 2013
AIG April 2012 - September 2012
Ally Financial Inc. June 2011 - June 2012
Scottrade, Inc September 2010 - May 2011
Merrill Lynch Wealth Management May 2010 - September 2010
Godfather Restaurant October 2007 - January 2010
Romano's Pizzeria and Restaurant December 2004 - September 2007
Skills
Financial Analysis, Forecasting, Analysis, Access, Microsoft Excel, SAP, PowerPoint, Microsoft Office, Outlook, Risk Management, Strategic Financial..., Microsoft Word, Excel, Mac, Collateral Management, Department Budgeting, Operating Budgets, Capital Budgeting, Working Capital..., Budget Reconciliation, Project Management, Project Planning, Visio, Supply Chain Management, Supply Chain, IT Operations
Education
Rutgers Business School 2010 — 2011
Bachelor of Science, Finance, 3.97/4.0
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Bachelor of Science, Finance
Livingston High School
Verizon Wireless January 2015 - Present
Verizon Wireless October 2013 - January 2015
Verizon Wireless August 2012 - October 2013
AIG April 2012 - September 2012
Ally Financial Inc. June 2011 - June 2012
Scottrade, Inc September 2010 - May 2011
Merrill Lynch Wealth Management May 2010 - September 2010
Godfather Restaurant October 2007 - January 2010
Romano's Pizzeria and Restaurant December 2004 - September 2007
Skills
Financial Analysis, Forecasting, Analysis, Access, Microsoft Excel, SAP, PowerPoint, Microsoft Office, Outlook, Risk Management, Strategic Financial..., Microsoft Word, Excel, Mac, Collateral Management, Department Budgeting, Operating Budgets, Capital Budgeting, Working Capital..., Budget Reconciliation, Project Management, Project Planning, Visio, Supply Chain Management, Supply Chain, IT Operations
Education
Rutgers Business School 2010 — 2011
Bachelor of Science, Finance, 3.97/4.0
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Bachelor of Science, Finance
Livingston High School
Angela Neves Angela Neves's Merrill Lynch Wealth Management Experience January 2010 - August 2010
Job Student, Accelerated Bachelors of Science in Nursing at Rutgers University
Industry Financial Services
Experience
Verizon April 2012 - December 2014
NYU Langone Medical Center December 2011 - April 2012
B'Elite Player Development September 2010 - October 2011
Merrill Lynch Wealth Management January 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, eFinance, Financial Analysis, Pivot Tables, PowerPoint, Financial Modeling, Bloomberg Terminal, Financial Reporting, Corporate Finance, Access, Microsoft Word, Outlook, Accounting, Data Analysis, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2015 — 2016
Bachelor’s Degree, Nursing
Rutgers Business School 2007 — 2011
Bachelor of Science, Business Management and Finance; Management and Finance
Rutgers, The State University of New Jersey-Newark 2007 — 2011
Bachelors, Finance and Management
Verizon April 2012 - December 2014
NYU Langone Medical Center December 2011 - April 2012
B'Elite Player Development September 2010 - October 2011
Merrill Lynch Wealth Management January 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, eFinance, Financial Analysis, Pivot Tables, PowerPoint, Financial Modeling, Bloomberg Terminal, Financial Reporting, Corporate Finance, Access, Microsoft Word, Outlook, Accounting, Data Analysis, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2015 — 2016
Bachelor’s Degree, Nursing
Rutgers Business School 2007 — 2011
Bachelor of Science, Business Management and Finance; Management and Finance
Rutgers, The State University of New Jersey-Newark 2007 — 2011
Bachelors, Finance and Management
Laurel Payne's Merrill Lynch Wealth Management Experience May 2014 - August 2014
Job Student at Tulane University A.B. Freeman School of Business
Industry
Experience
Merrill Lynch Wealth Management May 2014 - August 2014
Chocolatea Café January 2012 - May 2012
Skills
Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Merrill Lynch Wealth Management May 2014 - August 2014
Chocolatea Café January 2012 - May 2012
Skills
Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Gary Ekelund Gary Ekelund's Merrill Lynch Wealth Management Experience October 2011 - November 2012
Job Broker Dealer ClearanceFixed Income Trading at J.P Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan March 2013 - July 2015
Merrill Lynch Wealth Management October 2011 - November 2012
BGC Partners November 2004 - March 2010
Chapdelaine Corporate Securities October 2003 - October 2004
Tullett Prebon April 2001 - September 2003
Cantor Fitzgerald Securities November 1991 - September 2000
Education
State University of New York at Albany 1989 — 1991
BA, Economics/Minor History
University at Albany, SUNY
Bachelor of Arts (B.A.) Economics, Economics
J.P. Morgan July 2015 - Present
J.P. Morgan March 2013 - July 2015
Merrill Lynch Wealth Management October 2011 - November 2012
BGC Partners November 2004 - March 2010
Chapdelaine Corporate Securities October 2003 - October 2004
Tullett Prebon April 2001 - September 2003
Cantor Fitzgerald Securities November 1991 - September 2000
Education
State University of New York at Albany 1989 — 1991
BA, Economics/Minor History
University at Albany, SUNY
Bachelor of Arts (B.A.) Economics, Economics
John T. Szwed, CRPC®, Financial Consultant John T. Szwed, CRPC®, Financial Consultant's Merrill Lynch Wealth Management Experience 2010 - 2013
Job Peery Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Merrill Lynch Wealth Management 2010 - 2013
Morgan Stanley Investment Management 2006 - 2010
Skills
Investments, Financial Services, Retirement Planning, Retirement, Finance, Mutual Funds, Risk Management, Insurance, 401k, Financial Advisory, IRAs, Financial Planners, Fixed Annuities, Bonds, Asset Allocation, Financial Analysis, Alternative Investments, Variable Annuities, Long Term Care Insurance, Institutional..., Fund Of Funds, Qualified Retirement..., ETFs, Investment Planning
Education
Rider University 2001 — 2003
Master of Business Administration (MBA), Corporate Finance
Rider University 1984 — 1988
Bachelor of Science (BS), Finance
Wells Fargo Advisors September 2013 - Present
Merrill Lynch Wealth Management 2010 - 2013
Morgan Stanley Investment Management 2006 - 2010
Skills
Investments, Financial Services, Retirement Planning, Retirement, Finance, Mutual Funds, Risk Management, Insurance, 401k, Financial Advisory, IRAs, Financial Planners, Fixed Annuities, Bonds, Asset Allocation, Financial Analysis, Alternative Investments, Variable Annuities, Long Term Care Insurance, Institutional..., Fund Of Funds, Qualified Retirement..., ETFs, Investment Planning
Education
Rider University 2001 — 2003
Master of Business Administration (MBA), Corporate Finance
Rider University 1984 — 1988
Bachelor of Science (BS), Finance
Trevor Cohen's Merrill Lynch Wealth Management Experience August 2012 - December 2012
Job Project Analyst at Common Bond Development Group
Industry Commercial Real Estate
Experience
Common Bond Development Group July 2014 - Present
SynCardia Systems, Inc. June 2013 - November 2013
Merrill Lynch Wealth Management August 2012 - December 2012
University of Arizona Interfraternity Council January 2012 - December 2012
Granite Escrow Services June 2011 - July 2011
Skills
Entrepreneurship, Leadership, Sales, Public Speaking, Social Networking, Communication, Management, Interpersonal Skill, Program Management, Apple, Microsoft Office, Investments, Risk Management, Marketing, OS X, Training, Commercial Real Estate, Real Estate Development, Real Estate, Research, Facebook
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science (B.S.), Business Management and Entrepreneurship
Common Bond Development Group July 2014 - Present
SynCardia Systems, Inc. June 2013 - November 2013
Merrill Lynch Wealth Management August 2012 - December 2012
University of Arizona Interfraternity Council January 2012 - December 2012
Granite Escrow Services June 2011 - July 2011
Skills
Entrepreneurship, Leadership, Sales, Public Speaking, Social Networking, Communication, Management, Interpersonal Skill, Program Management, Apple, Microsoft Office, Investments, Risk Management, Marketing, OS X, Training, Commercial Real Estate, Real Estate Development, Real Estate, Research, Facebook
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science (B.S.), Business Management and Entrepreneurship
Sarah Samuels's Merrill Lynch Wealth Management Experience June 2012 - August 2012
Job Risk Assurance, Advisory Services at EY
Industry Financial Services
Experience
EY July 2014 - Present
JPMorgan Chase April 2013 - May 2014
The University of Delaware August 2010 - May 2014
Merrill Lynch Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Facebook, Teamwork, Public Speaking, Finance, Marketing, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Marketing, Junior
EY July 2014 - Present
JPMorgan Chase April 2013 - May 2014
The University of Delaware August 2010 - May 2014
Merrill Lynch Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Facebook, Teamwork, Public Speaking, Finance, Marketing, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Marketing, Junior
Kim Nitz's Merrill Lynch Wealth Management Experience June 2011 - Present
Job Registered Wealth Mgmnt Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management June 2011 - Present
Timothy Nitz Wealth Management 2009 - 2011
Dominion Virginia Power August 1984 - November 1999
Skills
Series 7, Series 66, Skilled writer, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Windows, Research, Outlook, Teaching, Microsoft Word, Microsoft Office, Editing, Systems Admin, Contract Negotiation
Education
Murray State University 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Electrical Engineering Technologies/Technicians
Randolph High School
Merrill Lynch Wealth Management June 2011 - Present
Timothy Nitz Wealth Management 2009 - 2011
Dominion Virginia Power August 1984 - November 1999
Skills
Series 7, Series 66, Skilled writer, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Windows, Research, Outlook, Teaching, Microsoft Word, Microsoft Office, Editing, Systems Admin, Contract Negotiation
Education
Murray State University 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Electrical Engineering Technologies/Technicians
Randolph High School
Meg Marshall Meg Marshall's Merrill Lynch Wealth Management Experience 2011 - 2013
Job Content Acquisition / Programming Manager at Dish Network
Industry Telecommunications
Experience
Dish Network August 2015 - Present
DISH Network May 2015 - August 2015
Dish Network January 2013 - May 2015
Merrill Lynch Wealth Management 2011 - 2013
Vail Resorts January 2010 - August 2011
Huron Consulting Group May 2008 - December 2010
Education
South Texas College of Law 2005 — 2007
JD, Law
University of Maryland College Park 2000 — 2004
B.A., Criminal Justice & Criminology
Dish Network August 2015 - Present
DISH Network May 2015 - August 2015
Dish Network January 2013 - May 2015
Merrill Lynch Wealth Management 2011 - 2013
Vail Resorts January 2010 - August 2011
Huron Consulting Group May 2008 - December 2010
Education
South Texas College of Law 2005 — 2007
JD, Law
University of Maryland College Park 2000 — 2004
B.A., Criminal Justice & Criminology
Brian Moriarty, CRPC®'s Merrill Lynch Wealth Management Experience January 2011 - Present
Job Financial Advisor, Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management January 2011 - Present
Leaders FItness, LLC April 2010 - December 2013
Oppenheimer & Close, LLC February 2008 - December 2008
Merrill Lynch May 2001 - February 2008
Skills
Hedge Funds, Risk, Organizational..., Marketing Strategy, General Securities..., Exercise Design, Fitness Training, Sports Nutrition, Alternative Investments, Financial Risk, Wealth Management, Financial Advisory, Retirement, Series 7, Strategic Financial..., Investments, Fixed Income, Finance, Portfolio Management, Mutual Funds, Management, Financial Planning
Education
Stockton University 1998 — 2002
Bachelors, Economics
Merrill Lynch Wealth Management January 2011 - Present
Leaders FItness, LLC April 2010 - December 2013
Oppenheimer & Close, LLC February 2008 - December 2008
Merrill Lynch May 2001 - February 2008
Skills
Hedge Funds, Risk, Organizational..., Marketing Strategy, General Securities..., Exercise Design, Fitness Training, Sports Nutrition, Alternative Investments, Financial Risk, Wealth Management, Financial Advisory, Retirement, Series 7, Strategic Financial..., Investments, Fixed Income, Finance, Portfolio Management, Mutual Funds, Management, Financial Planning
Education
Stockton University 1998 — 2002
Bachelors, Economics
Daniel Bone Daniel Bone's Merrill Lynch Wealth Management Experience February 2012 - June 2012
Job Equity Sales Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Deloitte September 2012 - May 2014
Merrill Lynch Wealth Management February 2012 - June 2012
United States Senate September 2011 - February 2012
Citi May 2011 - November 2011
Skills
Risk Management, Conflict Resolution, Analytics, Leadership, Team Leadership, Business Development, CRM, Forecasting, Banking, Customer Service, Management, Project Management, Market Research, Salesforce.com, Time Management, Consulting
Education
University of Delaware 2009 — 2012
Bachelor of Science (B.S.), Finance, Major 3.7 / Cumulative 3.4
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
Northern Highlands Regional High School 2004 — 2008
Morgan Stanley May 2014 - Present
Deloitte September 2012 - May 2014
Merrill Lynch Wealth Management February 2012 - June 2012
United States Senate September 2011 - February 2012
Citi May 2011 - November 2011
Skills
Risk Management, Conflict Resolution, Analytics, Leadership, Team Leadership, Business Development, CRM, Forecasting, Banking, Customer Service, Management, Project Management, Market Research, Salesforce.com, Time Management, Consulting
Education
University of Delaware 2009 — 2012
Bachelor of Science (B.S.), Finance, Major 3.7 / Cumulative 3.4
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
Northern Highlands Regional High School 2004 — 2008
David J. Martinez David J. Martinez's Merrill Lynch Wealth Management Experience July 2011 - July 2012
Job Mortgage Loan Originator at Excel Mortgage Network
Industry Financial Services
Experience
Excel Mortgage Network June 2013 - Present
Merrill Lynch Wealth Management July 2011 - July 2012
Merck & Co., Inc. 2001 - 2010
Merck & Co., Inc. 1997 - 2001
Merck & Co., Inc. 1992 - 1997
Merck & Co., Inc. 1987 - 1992
DaMart, Inc. 1977 - 1987
Skills
Portfolio Management, Cardiology, Strategic Financial..., Investments, Hospitals, Sales Management, Managed Care, Cross-functional Team..., Pharmaceutical Sales, Pharmaceutical Industry, Strategic Planning, Leadership, Sales, Sales Force Development, Sales Operations, Selling, Account Management, Selling Skills, Business Development, Cold Calling, Medical Devices, Forecasting, Business Planning, New Business Development, Sales Process, Insurance, Management, Healthcare, Strategy, Product Launch, Marketing, Contract Negotiation, Team Building, Financial Analysis, Marketing Strategy, Market Research, Start-ups, Budgets, Mortgage Lending, Small Business, Training, Coaching, Long-term Care
Education
University of Florida
Bachelor of Science
Hillsborough High School
Excel Mortgage Network June 2013 - Present
Merrill Lynch Wealth Management July 2011 - July 2012
Merck & Co., Inc. 2001 - 2010
Merck & Co., Inc. 1997 - 2001
Merck & Co., Inc. 1992 - 1997
Merck & Co., Inc. 1987 - 1992
DaMart, Inc. 1977 - 1987
Skills
Portfolio Management, Cardiology, Strategic Financial..., Investments, Hospitals, Sales Management, Managed Care, Cross-functional Team..., Pharmaceutical Sales, Pharmaceutical Industry, Strategic Planning, Leadership, Sales, Sales Force Development, Sales Operations, Selling, Account Management, Selling Skills, Business Development, Cold Calling, Medical Devices, Forecasting, Business Planning, New Business Development, Sales Process, Insurance, Management, Healthcare, Strategy, Product Launch, Marketing, Contract Negotiation, Team Building, Financial Analysis, Marketing Strategy, Market Research, Start-ups, Budgets, Mortgage Lending, Small Business, Training, Coaching, Long-term Care
Education
University of Florida
Bachelor of Science
Hillsborough High School
Francesco Maranto Francesco Maranto's Merrill Lynch Wealth Management Experience September 2015 - Present
Job Financial Planning Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management September 2015 - Present
JMG Financial Group, LTD October 2012 - May 2015
LJP Services, LLC. May 2012 - October 2012
Jay Goldberg Events and The Canopy Club August 2011 - May 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Merrill Lynch Wealth Management September 2015 - Present
JMG Financial Group, LTD October 2012 - May 2015
LJP Services, LLC. May 2012 - October 2012
Jay Goldberg Events and The Canopy Club August 2011 - May 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Devin Garrett's Merrill Lynch Wealth Management Experience July 2012 - September 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Maderas Golf Club August 2012 - December 2013
Athletics & Leadership September 2010 - December 2013
Qualcomm June 2013 - September 2013
Merrill Lynch Wealth Management July 2012 - September 2012
Skills
Economics, Teamwork, Time Management, Outstanding Work Ethic, Detail-Oriented, Result-Oriented, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of California, San Diego 2010 — 2014
Bachelorâs Degree, Economics
westview high school
westview high school
Edward Jones February 2015 - Present
Maderas Golf Club August 2012 - December 2013
Athletics & Leadership September 2010 - December 2013
Qualcomm June 2013 - September 2013
Merrill Lynch Wealth Management July 2012 - September 2012
Skills
Economics, Teamwork, Time Management, Outstanding Work Ethic, Detail-Oriented, Result-Oriented, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of California, San Diego 2010 — 2014
Bachelorâs Degree, Economics
westview high school
westview high school
Justine Madrigal's Merrill Lynch Wealth Management Experience June 2010 - September 2010
Job Account Manager at Cogent Road
Industry Computer Software
Experience
Cogent Road January 2013 - Present
Santa Barbara Investment Association September 2010 - June 2012
Merrill Lynch Wealth Management June 2010 - September 2010
Skills
Finance, Portfolio Management, Community Outreach, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Social Networking, Public Speaking, Leadership, Microsoft Office, Social Media, Facebook
Education
University of California, Santa Barbara 2008 — 2012
B.A., Mathematics; Technology Entrepreneurship Certificate
San Pasqual High School
Cogent Road January 2013 - Present
Santa Barbara Investment Association September 2010 - June 2012
Merrill Lynch Wealth Management June 2010 - September 2010
Skills
Finance, Portfolio Management, Community Outreach, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Social Networking, Public Speaking, Leadership, Microsoft Office, Social Media, Facebook
Education
University of California, Santa Barbara 2008 — 2012
B.A., Mathematics; Technology Entrepreneurship Certificate
San Pasqual High School
Wyatt England Wyatt England's Merrill Lynch Wealth Management Experience June 2012 - August 2014
Job Founder/Executive Vice President at Elmhurst Enterprise Solutions
Industry Financial Services
Experience
Elmhurst Enterprise Solutions January 2015 - Present
Elmhurst Financial Services, LLC August 2014 - Present
Merrill Lynch Wealth Management June 2012 - August 2014
Southern Tide July 2009 - June 2012
Elizabeth Arden/Parlux October 2006 - June 2009
Skills
Strategic Financial..., Finance, Corporate Finance, Entrepreneurship..., Great People Skills, Marketing, Advertising, Social Media Marketing, Sales, Marketing Strategy, Event Planning, Public Relations, Social Media, Event Management, Customer Service, Fundraising, Merchandising, PowerPoint, Public Speaking, Market Research, Microsoft Excel, Microsoft Word
Education
Middle Tennessee State University 2010 — 2011
Masters, Business Administration
Middle Tennessee State University 2006 — 2010
Bachelors, Business Entrepreneurship
Elmhurst Enterprise Solutions January 2015 - Present
Elmhurst Financial Services, LLC August 2014 - Present
Merrill Lynch Wealth Management June 2012 - August 2014
Southern Tide July 2009 - June 2012
Elizabeth Arden/Parlux October 2006 - June 2009
Skills
Strategic Financial..., Finance, Corporate Finance, Entrepreneurship..., Great People Skills, Marketing, Advertising, Social Media Marketing, Sales, Marketing Strategy, Event Planning, Public Relations, Social Media, Event Management, Customer Service, Fundraising, Merchandising, PowerPoint, Public Speaking, Market Research, Microsoft Excel, Microsoft Word
Education
Middle Tennessee State University 2010 — 2011
Masters, Business Administration
Middle Tennessee State University 2006 — 2010
Bachelors, Business Entrepreneurship
Francis Santimauro Francis Santimauro's Merrill Lynch Wealth Management Experience January 2011 - August 2011
Job Jr. Financial Analyst at AASKI Technology
Industry Financial Services
Experience
AASKI Technology March 2015 - Present
Bloomberg LP March 2013 - January 2015
Mason Jar Restaurant August 2011 - February 2013
Merrill Lynch Wealth Management January 2011 - August 2011
Skills
Microsoft Office, Corporate Finance, Financial Analysis, Team Building, Equity Trading, Research, PowerPoint
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Business Administration- Finance
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Matawan Regional High School
AASKI Technology March 2015 - Present
Bloomberg LP March 2013 - January 2015
Mason Jar Restaurant August 2011 - February 2013
Merrill Lynch Wealth Management January 2011 - August 2011
Skills
Microsoft Office, Corporate Finance, Financial Analysis, Team Building, Equity Trading, Research, PowerPoint
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Business Administration- Finance
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Matawan Regional High School
Oliver Dennis's Merrill Lynch Wealth Management Experience August 2013 - Present
Job Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management August 2013 - Present
Nielsen June 2012 - August 2012
UPS December 2010 - December 2010
Dennis Associates Inc May 2010 - August 2010
Weeburn Country Club June 2006 - August 2008
Skills
Social Media, Market Research, Digital Marketing, Microsoft Excel, Data Analysis, PowerPoint, Program Management, Social Media Marketing, Research, Advertising, Public Speaking, Microsoft Office, Facebook, Microsoft Word
Education
Saint Lawrence University 2009 — 2013
B.A, Communications, Government
New Canaan High School 2006 — 2009
Merrill Lynch Wealth Management August 2013 - Present
Nielsen June 2012 - August 2012
UPS December 2010 - December 2010
Dennis Associates Inc May 2010 - August 2010
Weeburn Country Club June 2006 - August 2008
Skills
Social Media, Market Research, Digital Marketing, Microsoft Excel, Data Analysis, PowerPoint, Program Management, Social Media Marketing, Research, Advertising, Public Speaking, Microsoft Office, Facebook, Microsoft Word
Education
Saint Lawrence University 2009 — 2013
B.A, Communications, Government
New Canaan High School 2006 — 2009
Raina Satija Raina Satija's Merrill Lynch Wealth Management Experience November 2013 - August 2014
Job Event Manager
Industry Events Services
Experience
L'Oceano Ristorante September 2014 - Present
Event Nirvana 2011 - Present
Merrill Lynch Wealth Management November 2013 - August 2014
Daily Targum April 2012 - January 2013
Cognitive Science Department June 2010 - August 2010
Skills
Highly detail oriented, Event Planning, Event Management, Enthusiasm to learn, Microsoft Office, Organizational..., Proficient Typing Skills, Positive Can-do Attitude, Fundraisers, Project Management, Resourceful..., Women's Studies, Executive..., Accurate Data Entry, Analysis, Fast-paced, Discerning, Problem Sensitivity, Client Relations Skills, Volunteer Management, Press Relations, High Pressure..., High Profile Events, Non-verbal Communication, Trade Compliance, Client Correspondence, Multi-line Phone, Phone Manner, Like Challenges, Fundraising, Data Entry, Problem Solving, PowerPoint, Social Networking, Customer Service, Social Media, Nonprofits
Education
Rutgers University 2009 — 2013
Psychology, Child Development
Eastern High School 2005 — 2009
Eastern High School
L'Oceano Ristorante September 2014 - Present
Event Nirvana 2011 - Present
Merrill Lynch Wealth Management November 2013 - August 2014
Daily Targum April 2012 - January 2013
Cognitive Science Department June 2010 - August 2010
Skills
Highly detail oriented, Event Planning, Event Management, Enthusiasm to learn, Microsoft Office, Organizational..., Proficient Typing Skills, Positive Can-do Attitude, Fundraisers, Project Management, Resourceful..., Women's Studies, Executive..., Accurate Data Entry, Analysis, Fast-paced, Discerning, Problem Sensitivity, Client Relations Skills, Volunteer Management, Press Relations, High Pressure..., High Profile Events, Non-verbal Communication, Trade Compliance, Client Correspondence, Multi-line Phone, Phone Manner, Like Challenges, Fundraising, Data Entry, Problem Solving, PowerPoint, Social Networking, Customer Service, Social Media, Nonprofits
Education
Rutgers University 2009 — 2013
Psychology, Child Development
Eastern High School 2005 — 2009
Eastern High School
Ashley Robinson Ashley Robinson's Merrill Lynch Wealth Management Experience July 2012 - August 2012
Job Judicial Extern to the Honorable Judge John Bryant at U.S. District Court for the Middle District of Tennessee
Industry Legal Services
Experience
U.S. District Court for the Middle District of Tennessee June 2015 - Present
Keller Williams Real Estate April 2014 - July 2014
Entertainment One January 2013 - April 2013
Merrill Lynch Wealth Management July 2012 - August 2012
Interface Marketing May 2011 - May 2012
Gullett, Sanford, Robinson & Martin PLLC July 2011 - August 2011
Office of the Honorable Al and Tipper Gore July 2010 - August 2010
Skills
Spanish-speaking, Microsoft Excel, Microsoft Word, PowerPoint, English, Chinese culture, Social Networking, Management, Spanish, Facebook, Mac OS, Analysis, Microsoft Office, Social Media Marketing, Editing, Research, Marketing, Public Speaking, Social Media
Education
Pepperdine University School of Law 2014 — 2017
Juris Doctor (J.D.), JD/MBA Dual Degree Program
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2017
Master of Business Administration (M.B.A.), JD/MBA Dual Degree Program
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), International Business
Pepperdine University -- Shanghai, China 2012 — 2012
Pepperdine University -- London, England 2010 — 2011
Pepperdine University -- Buenos Aires, Argentina 2010 — 2010
U.S. District Court for the Middle District of Tennessee June 2015 - Present
Keller Williams Real Estate April 2014 - July 2014
Entertainment One January 2013 - April 2013
Merrill Lynch Wealth Management July 2012 - August 2012
Interface Marketing May 2011 - May 2012
Gullett, Sanford, Robinson & Martin PLLC July 2011 - August 2011
Office of the Honorable Al and Tipper Gore July 2010 - August 2010
Skills
Spanish-speaking, Microsoft Excel, Microsoft Word, PowerPoint, English, Chinese culture, Social Networking, Management, Spanish, Facebook, Mac OS, Analysis, Microsoft Office, Social Media Marketing, Editing, Research, Marketing, Public Speaking, Social Media
Education
Pepperdine University School of Law 2014 — 2017
Juris Doctor (J.D.), JD/MBA Dual Degree Program
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2017
Master of Business Administration (M.B.A.), JD/MBA Dual Degree Program
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), International Business
Pepperdine University -- Shanghai, China 2012 — 2012
Pepperdine University -- London, England 2010 — 2011
Pepperdine University -- Buenos Aires, Argentina 2010 — 2010
John Radomski John Radomski's Merrill Lynch Wealth Management Experience April 2011 - November 2012
Job now enjoying retirement
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2011 - November 2012
Edward Jones Investments March 1999 - June 2010
Skills
Sales Manager, Marketing Manager, Operations Manager, Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Series 63, 401k Rollovers, Saving for Education, Mutual Funds, Series 65, Retirement, Asset Allocation, IRAs, Investment Strategies, 529 Plans, Fixed Annuities, Financial Advisory, Investments, Strategic Financial..., Wealth Accumulation, Wealth, Wealth Management..., Financial Planners
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Marketing
Merrill Lynch Wealth Management April 2011 - November 2012
Edward Jones Investments March 1999 - June 2010
Skills
Sales Manager, Marketing Manager, Operations Manager, Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Series 63, 401k Rollovers, Saving for Education, Mutual Funds, Series 65, Retirement, Asset Allocation, IRAs, Investment Strategies, 529 Plans, Fixed Annuities, Financial Advisory, Investments, Strategic Financial..., Wealth Accumulation, Wealth, Wealth Management..., Financial Planners
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Marketing
Jeremy Hartnett Jeremy Hartnett's Merrill Lynch Wealth Management Experience December 2011 - August 2012
Job HR Professional with experience leading programs and projects in multiple functions and industries
Industry Financial Services
Experience
Bank of America August 2012 - Present
Merrill Lynch Wealth Management December 2011 - August 2012
Bank of America/Merrill Lynch July 2009 - December 2011
Bank of America May 2007 - July 2009
Bank of America August 2005 - May 2007
GE January 2003 - August 2005
GE January 2001 - January 2003
GE July 1999 - January 2001
GE August 1997 - May 1999
Skills
Six Sigma, Process Improvement, Team Management, Risk Management, Business Process..., Banking, Leadership, Process Management, Human Resources, Analysis, Finance, Call Centers, Change Management, Cross-functional Team..., Data Analysis, Business Analysis, Process Engineering, Strategic Planning, Vendor Management, Project Management, Financial Analysis, Microsoft Excel
Education
State University of New York College at Geneseo 1992 — 1994
BS, Management Science
Bank of America August 2012 - Present
Merrill Lynch Wealth Management December 2011 - August 2012
Bank of America/Merrill Lynch July 2009 - December 2011
Bank of America May 2007 - July 2009
Bank of America August 2005 - May 2007
GE January 2003 - August 2005
GE January 2001 - January 2003
GE July 1999 - January 2001
GE August 1997 - May 1999
Skills
Six Sigma, Process Improvement, Team Management, Risk Management, Business Process..., Banking, Leadership, Process Management, Human Resources, Analysis, Finance, Call Centers, Change Management, Cross-functional Team..., Data Analysis, Business Analysis, Process Engineering, Strategic Planning, Vendor Management, Project Management, Financial Analysis, Microsoft Excel
Education
State University of New York College at Geneseo 1992 — 1994
BS, Management Science
Andrew Cooley's Merrill Lynch Wealth Management Experience May 2011 - August 2011
Job Associate Financial Planner at The Botsford Group
Industry Higher Education
Experience
State of Mind Gaming LLC November 2011 - February 2013
D. R. Saur Financial July 2012 - January 2013
Texas Tech University August 2011 - December 2011
Merrill Lynch Wealth Management May 2011 - August 2011
Merrill Lynch Wealth Management December 2010 - January 2011
AMC Northpark 15 May 2009 - August 2009
Skills
Microsoft Office, Strategic Planning, Financial Analysis, Communication, Project Management, Business Analysis, Micro Management, Market Research, Online Research, Highly detail oriented, Determination to Succeed, Continuous Improvement, Highly motivated...
Education
Texas Tech University 2007 — 2011
Bachelor of Science (BS), Personal Finance Planning
Highland Park High School 2003 — 2007
State of Mind Gaming LLC November 2011 - February 2013
D. R. Saur Financial July 2012 - January 2013
Texas Tech University August 2011 - December 2011
Merrill Lynch Wealth Management May 2011 - August 2011
Merrill Lynch Wealth Management December 2010 - January 2011
AMC Northpark 15 May 2009 - August 2009
Skills
Microsoft Office, Strategic Planning, Financial Analysis, Communication, Project Management, Business Analysis, Micro Management, Market Research, Online Research, Highly detail oriented, Determination to Succeed, Continuous Improvement, Highly motivated...
Education
Texas Tech University 2007 — 2011
Bachelor of Science (BS), Personal Finance Planning
Highland Park High School 2003 — 2007
Keith Ward Keith Ward's Merrill Lynch Wealth Management Experience October 2012 - Present
Job Senior Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Wealth Management April 2008 - October 2012
UBS Wealth Management February 2002 - March 2008
Merrill Corporation April 1994 - January 1998
Education
Concordia College 1985 — 1987
BA, Business
Northeastern University 1980 — 1983
Business/Managerial Economics
Greenwich High School 1977 — 1980
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Wealth Management April 2008 - October 2012
UBS Wealth Management February 2002 - March 2008
Merrill Corporation April 1994 - January 1998
Education
Concordia College 1985 — 1987
BA, Business
Northeastern University 1980 — 1983
Business/Managerial Economics
Greenwich High School 1977 — 1980
René B. Roy, CFP®, ChFC®'s Merrill Lynch Wealth Management Experience August 2000 - November 2002
Job Senior Portfolio Manager, Vice President at Fulton Financial Advisors & Clermont Wealth Strategies
Industry Investment Management
Experience
Fulton Financial Advisors & Clermont Wealth Strategies October 2013 - Present
PNC Wealth Management June 2008 - October 2013
TIAA-CREF Wealth Management April 2007 - June 2008
Wachovia Securities is now Wells Fargo Advisors November 2002 - April 2007
Merrill Lynch Wealth Management August 2000 - November 2002
Morgan Stanley Wealth Management January 1999 - August 2000
Skills
Bilingual - French, Alternative Investments, Wealth Management, Investments, Investment Strategies, Mutual Funds, Asset Managment, Portfolio Management, Fixed Income, Securities, Valuation, Wealth Management..., Private Banking, Asset Allocation, Series 7, Investment Advisory, Series 63, Equities, Financial Services, Financial Analysis, ETFs
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2006
CERTIFIED FINANCIAL PLANNER™ Professional
The American College 2006 — 2006
Chartered Financial Consultant
Duquesne University 2004 — 2005
Excecutive Certificate, Financial Planning
University of Vermont 1986 — 1989
Bachelor of Science (B.S.), Economics
Fulton Financial Advisors & Clermont Wealth Strategies October 2013 - Present
PNC Wealth Management June 2008 - October 2013
TIAA-CREF Wealth Management April 2007 - June 2008
Wachovia Securities is now Wells Fargo Advisors November 2002 - April 2007
Merrill Lynch Wealth Management August 2000 - November 2002
Morgan Stanley Wealth Management January 1999 - August 2000
Skills
Bilingual - French, Alternative Investments, Wealth Management, Investments, Investment Strategies, Mutual Funds, Asset Managment, Portfolio Management, Fixed Income, Securities, Valuation, Wealth Management..., Private Banking, Asset Allocation, Series 7, Investment Advisory, Series 63, Equities, Financial Services, Financial Analysis, ETFs
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2006
CERTIFIED FINANCIAL PLANNER™ Professional
The American College 2006 — 2006
Chartered Financial Consultant
Duquesne University 2004 — 2005
Excecutive Certificate, Financial Planning
University of Vermont 1986 — 1989
Bachelor of Science (B.S.), Economics
Giulio Cannatello Giulio Cannatello's Merrill Lynch Wealth Management Experience February 2010 - April 2012
Job Real Estate Professional CSP at Intero Real Estate Services
Industry Real Estate
Experience
Intero Real Estate Services January 2012 - Present
Merrill Lynch Wealth Management February 2010 - April 2012
Chase Bank February 2009 - February 2010
Bank of America /Bank of America Premier Banking & Investments November 2008 - January 2009
Meriwest Credit Union January 2005 - February 2007
Skills
Analytical Abilities, Computer Literate, Direct Sales, Investment Banking, Banking, Real Estate Transactions, Real Estate Investment, Soccer, Real Estate, Leadership, Analytical Skills, Finance, Credit, Strategic Financial..., Mortgage Lending, Investments, Investment Properties, Mortgage Banking, Portfolio Management, Sales, Loans, Small Business, Business Development, New Business Development
Education
San Jose State University 2006 — 2008
Bachelors of Science, Business Finance
West Valley College 2002 — 2005
Intero Real Estate Services January 2012 - Present
Merrill Lynch Wealth Management February 2010 - April 2012
Chase Bank February 2009 - February 2010
Bank of America /Bank of America Premier Banking & Investments November 2008 - January 2009
Meriwest Credit Union January 2005 - February 2007
Skills
Analytical Abilities, Computer Literate, Direct Sales, Investment Banking, Banking, Real Estate Transactions, Real Estate Investment, Soccer, Real Estate, Leadership, Analytical Skills, Finance, Credit, Strategic Financial..., Mortgage Lending, Investments, Investment Properties, Mortgage Banking, Portfolio Management, Sales, Loans, Small Business, Business Development, New Business Development
Education
San Jose State University 2006 — 2008
Bachelors of Science, Business Finance
West Valley College 2002 — 2005
Amna Naseer Amna Naseer's Merrill Lynch Wealth Management Experience January 2009 - August 2012
Job Deal Team Investment Management & Capital Markets
Industry Financial Services
Experience
Aquiline Capital Partners July 2014 - Present
TIAA-CREF January 2014 - July 2014
Merrill Lynch Wealth Management January 2009 - August 2012
Bank of America Global Wealth & Investment Management June 2003 - December 2008
McKinsey & Company September 1999 - January 2003
Skills
Wealth Management, Alternative Investments, Investments, Asset Managment, Financial Services, Business Strategy, Strategy Execution, Strategy Implementation, Product Management, Business Analysis, Team Leadership, Risk Management, Asset Allocation, Series 7, Business Development, Asset Management, Banking, Equities, Finance, Valuation, Strategy
Education
University of Oxford 1997 — 1999
M.Phil., Economics, Senior Scholar Award for academic achievement
London School of Economics and Political Science 1995 — 1997
B.Sc., Economics, First Class Honors
Aquiline Capital Partners July 2014 - Present
TIAA-CREF January 2014 - July 2014
Merrill Lynch Wealth Management January 2009 - August 2012
Bank of America Global Wealth & Investment Management June 2003 - December 2008
McKinsey & Company September 1999 - January 2003
Skills
Wealth Management, Alternative Investments, Investments, Asset Managment, Financial Services, Business Strategy, Strategy Execution, Strategy Implementation, Product Management, Business Analysis, Team Leadership, Risk Management, Asset Allocation, Series 7, Business Development, Asset Management, Banking, Equities, Finance, Valuation, Strategy
Education
University of Oxford 1997 — 1999
M.Phil., Economics, Senior Scholar Award for academic achievement
London School of Economics and Political Science 1995 — 1997
B.Sc., Economics, First Class Honors
Matthew Lawlor Matthew Lawlor's Merrill Lynch Wealth Management Experience May 2010 - August 2010
Job Branch Manager Enterprise Rent A Car
Industry Management Consulting
Experience
Enterprise Rent-A-Car August 2015 - Present
Enterprise Rent-A-Car February 2014 - Present
Enterprise Rent-A-Car January 2013 - February 2014
Enterprise Rent-A-Car April 2012 - January 2013
Enterprise Rent-A-Car July 2011 - March 2012
Merrill Lynch Wealth Management May 2010 - August 2010
Skills
Customer Service, Management, Marketing, Sales, Training
Education
University at Albany (SUNY) 2007 — 2011
Bachelor of Science, Business Administration; Finance/Management
University at Albany, SUNY 2007 — 2011
Bachelor of Science, Major: Business Administration, Concentration: Fiance / Management Minor: Economics
Enterprise Rent-A-Car August 2015 - Present
Enterprise Rent-A-Car February 2014 - Present
Enterprise Rent-A-Car January 2013 - February 2014
Enterprise Rent-A-Car April 2012 - January 2013
Enterprise Rent-A-Car July 2011 - March 2012
Merrill Lynch Wealth Management May 2010 - August 2010
Skills
Customer Service, Management, Marketing, Sales, Training
Education
University at Albany (SUNY) 2007 — 2011
Bachelor of Science, Business Administration; Finance/Management
University at Albany, SUNY 2007 — 2011
Bachelor of Science, Major: Business Administration, Concentration: Fiance / Management Minor: Economics
Michael R. Federle's Merrill Lynch Wealth Management Experience May 2012 - August 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Merrill Lynch Wealth Management May 2012 - August 2012
Integirty Express Logistics May 2011 - August 2011
Kingswood Duplex Homes May 2008 - August 2010
Skills
Sales Management, Financial Reporting, Salesforce.com, Sales Process, Contract Negotiation, Supplier Negotiation
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance, General
Archbishop Moeller High School 2005 — 2009
Fidelity Investments July 2013 - Present
Merrill Lynch Wealth Management May 2012 - August 2012
Integirty Express Logistics May 2011 - August 2011
Kingswood Duplex Homes May 2008 - August 2010
Skills
Sales Management, Financial Reporting, Salesforce.com, Sales Process, Contract Negotiation, Supplier Negotiation
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance, General
Archbishop Moeller High School 2005 — 2009
Victor D. Montas's Merrill Lynch Wealth Management Experience April 2015 - Present
Job Financial Advisor at Merrill Lynch (Bank of America Corporation)
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2015 - Present
Morgan Stanley Wealth Management February 2014 - March 2015
New York Life Insurance Company June 2009 - February 2014
Hudson County Community College January 2009 - December 2012
Stroock & Stroock & Lavan LLP August 2006 - May 2008
Simpson Thacher & Bartlett LLP September 2004 - August 2006
Hogan & Hartson June 2003 - 2004
Skills
Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., IRAs, Variable Annuities, Wealth Accumulation, Series 6, Series 7, Life, Series 65
Education
Rutgers University 1999 — 2005
M.A., History
University of Maryland College Park 2003 — 2003
History
Rutgers University-New Brunswick 1992 — 1997
B.A., History - Political Science
Merrill Lynch Wealth Management April 2015 - Present
Morgan Stanley Wealth Management February 2014 - March 2015
New York Life Insurance Company June 2009 - February 2014
Hudson County Community College January 2009 - December 2012
Stroock & Stroock & Lavan LLP August 2006 - May 2008
Simpson Thacher & Bartlett LLP September 2004 - August 2006
Hogan & Hartson June 2003 - 2004
Skills
Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., IRAs, Variable Annuities, Wealth Accumulation, Series 6, Series 7, Life, Series 65
Education
Rutgers University 1999 — 2005
M.A., History
University of Maryland College Park 2003 — 2003
History
Rutgers University-New Brunswick 1992 — 1997
B.A., History - Political Science
RICHARD M. TADEN, CRPC RICHARD M. TADEN, CRPC's Merrill Lynch Wealth Management Experience May 2010 - August 2012
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC September 2012 - Present
MERRILL LYNCH WEALTH MANAGEMENT May 2010 - August 2012
Edward Jones December 2007 - May 2010
Lee Enterprises December 2002 - December 2007
Copley Newspapers May 1977 - December 2002
Skills
Wealth Management, Mutual Funds, Investments, Finance, Strategic Financial..., Financial Analysis, Series 63, Fixed Annuities, Marketing, Social Media, Personal Finance, 401k, Financial Services, Public Relations, Social Media Marketing, Sales, Marketing Communications, Strategic Planning, ETFs
Education
Northern Illinois University 1973 — 1977
BA, JOURNALISM
Upstream Investment Partners, LLC September 2012 - Present
MERRILL LYNCH WEALTH MANAGEMENT May 2010 - August 2012
Edward Jones December 2007 - May 2010
Lee Enterprises December 2002 - December 2007
Copley Newspapers May 1977 - December 2002
Skills
Wealth Management, Mutual Funds, Investments, Finance, Strategic Financial..., Financial Analysis, Series 63, Fixed Annuities, Marketing, Social Media, Personal Finance, 401k, Financial Services, Public Relations, Social Media Marketing, Sales, Marketing Communications, Strategic Planning, ETFs
Education
Northern Illinois University 1973 — 1977
BA, JOURNALISM
Art Erdmann Art Erdmann's Merrill Lynch Wealth Management Experience 1996 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch Wealth Management 1996 - Present
Skills
Wealth Management, Series 7, Uniform Combined State...
Education
Saint Mary's University of Minnesota 1970 — 1973
None, Finance
Merrill Lynch Wealth Management 1996 - Present
Skills
Wealth Management, Series 7, Uniform Combined State...
Education
Saint Mary's University of Minnesota 1970 — 1973
None, Finance
Art Andrews Art Andrews's Merrill Lynch Wealth Management Experience June 2011 - Present
Job Financial Advisor, CSNA, PIA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch, Wealth Management June 2011 - Present
Merrill Lynch December 1990 - September 2010
BANC OF AMERICA SPECIALIST, INC December 1990 - September 2010
Banc of America / Merrill Lynch January 2000 - January 2010
FLEET SPECIALISTS December 1990 - January 2000
Fleet Specialists January 1990 - January 2000
Skills
Equities, Trading, Series 66, FINRA, Equity Trading, Series 7, Bloomberg, Retirement Planning, Portfolio Management, Securities, Fixed Income, Investments, Asset Management, Capital Markets, Compliance, Asset, Mutual Funds, Risk Management, Banking, Customer Relations, Insurance, Financial Planning, Series 63, PowerPoint, Wealth Management, Investment Advisory, Trading Systems, Strategic Financial..., Finance, Investment Strategies
Education
Washington University 1983 — 1987
Bachelor of Arts, Psychology
Washington University in St. Louis 1983 — 1987
Bachelor of Arts, Psychology
University of Bath 1986 — 1986
Merrill Lynch, Wealth Management June 2011 - Present
Merrill Lynch December 1990 - September 2010
BANC OF AMERICA SPECIALIST, INC December 1990 - September 2010
Banc of America / Merrill Lynch January 2000 - January 2010
FLEET SPECIALISTS December 1990 - January 2000
Fleet Specialists January 1990 - January 2000
Skills
Equities, Trading, Series 66, FINRA, Equity Trading, Series 7, Bloomberg, Retirement Planning, Portfolio Management, Securities, Fixed Income, Investments, Asset Management, Capital Markets, Compliance, Asset, Mutual Funds, Risk Management, Banking, Customer Relations, Insurance, Financial Planning, Series 63, PowerPoint, Wealth Management, Investment Advisory, Trading Systems, Strategic Financial..., Finance, Investment Strategies
Education
Washington University 1983 — 1987
Bachelor of Arts, Psychology
Washington University in St. Louis 1983 — 1987
Bachelor of Arts, Psychology
University of Bath 1986 — 1986
Dino A. Brantolino, CFP® Dino A. Brantolino, CFP®'s Merrill Lynch Wealth Management Experience April 2011 - February 2012
Job CERTIFIED FINANCIAL PLANNER™ at Dino A. Brantolino, CFP®
Industry Financial Services
Experience
Dino A. Brantolino, CFP® September 2006 - Present
Merrill Lynch Wealth Management April 2011 - February 2012
American Home Loans/Access Mortgage January 2000 - September 2007
Skills
Wealth Management, Mortgage Lending, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Credit, Series 7, Finance, Loans, Banking, Loan Origination, Credit Analysis, Strategic Financial..., Financial Services, Commercial Lending, Securities, Residential Mortgages, Cash Management, Asset Management, Investment Advisory, Capital Markets, Refinance, Small Business Lending, Mortgage Banking, Commercial Banking, Consumer Lending, Relationship Management, Retirement, Risk Management, Financial Analysis, Fixed Annuities, Asset Allocation, Financial Planners, Cross Selling, Financial Planning
Education
Quinnipiac University 1990 — 1994
BS, Financial Management
CHSE 1987 — 1990
Dino A. Brantolino, CFP® September 2006 - Present
Merrill Lynch Wealth Management April 2011 - February 2012
American Home Loans/Access Mortgage January 2000 - September 2007
Skills
Wealth Management, Mortgage Lending, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Credit, Series 7, Finance, Loans, Banking, Loan Origination, Credit Analysis, Strategic Financial..., Financial Services, Commercial Lending, Securities, Residential Mortgages, Cash Management, Asset Management, Investment Advisory, Capital Markets, Refinance, Small Business Lending, Mortgage Banking, Commercial Banking, Consumer Lending, Relationship Management, Retirement, Risk Management, Financial Analysis, Fixed Annuities, Asset Allocation, Financial Planners, Cross Selling, Financial Planning
Education
Quinnipiac University 1990 — 1994
BS, Financial Management
CHSE 1987 — 1990
Sirada Techarukpong's Merrill Lynch Wealth Management Experience October 2010 - December 2010
Job Credit Analyst at Kasikorn Bank
Industry Financial Services
Experience
Kasikorn Bank August 2011 - Present
Merrill Lynch Wealth Management October 2010 - December 2010
Alvin Sherman Library September 2009 - October 2010
Thai Oil PCL February 2006 - August 2007
Total Oil (Thailand) Co, Ltd December 2005 - January 2006
KPMG Phoomchai Audit Ltd August 2004 - April 2005
Education
Nova Southeastern University 2008 — 2010
MBA finance, finance
Chulalongkorn University
Bachelor of Accountancy, Accounting Information Systems
Nova Southeastern University
Master, Business Administration; of Finance
Kasikorn Bank August 2011 - Present
Merrill Lynch Wealth Management October 2010 - December 2010
Alvin Sherman Library September 2009 - October 2010
Thai Oil PCL February 2006 - August 2007
Total Oil (Thailand) Co, Ltd December 2005 - January 2006
KPMG Phoomchai Audit Ltd August 2004 - April 2005
Education
Nova Southeastern University 2008 — 2010
MBA finance, finance
Chulalongkorn University
Bachelor of Accountancy, Accounting Information Systems
Nova Southeastern University
Master, Business Administration; of Finance
William Bruckner's Merrill Lynch Wealth Management Experience January 2010 - Present
Job Vice President, Senior Portfolio Advisor, Biotechnology, at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management January 2010 - Present
Alma Lasers, Inc. 2007 - 2010
Obagi Medical Products 2004 - 2007
OraSure Technologies, Inc. 2002 - 2004
Yamanouchi Pharmaceutical Co. (Astellas Pharmaceuticals) 1999 - 2002
Kimberly Clark Corp. 1997 - 1999
Kimberly Clark Corp. 1993 - 1995
Kimberly Clark Corp. 1992 - 1993
Johnson & Johnson, Inc. 1986 - 1990
Skills
Competitive Analysis, New Business Development, Business Development, Product Launch, Business Strategy, Cross-functional Team..., Finance, Leadership, Market Research, Marketing, Marketing Strategy, Mergers, Product Marketing, Sales, Sales Management, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Training
Education
University of Chicago 1990 — 1992
MBA, Marketing, Finance
Saint Joseph's University
Bachelor of Science (BS), Chemistry
Merrill Lynch Wealth Management January 2010 - Present
Alma Lasers, Inc. 2007 - 2010
Obagi Medical Products 2004 - 2007
OraSure Technologies, Inc. 2002 - 2004
Yamanouchi Pharmaceutical Co. (Astellas Pharmaceuticals) 1999 - 2002
Kimberly Clark Corp. 1997 - 1999
Kimberly Clark Corp. 1993 - 1995
Kimberly Clark Corp. 1992 - 1993
Johnson & Johnson, Inc. 1986 - 1990
Skills
Competitive Analysis, New Business Development, Business Development, Product Launch, Business Strategy, Cross-functional Team..., Finance, Leadership, Market Research, Marketing, Marketing Strategy, Mergers, Product Marketing, Sales, Sales Management, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Training
Education
University of Chicago 1990 — 1992
MBA, Marketing, Finance
Saint Joseph's University
Bachelor of Science (BS), Chemistry
Hannah Rosseau Hannah Rosseau's Merrill Lynch Wealth Management Experience June 2010 - August 2010
Job Analyst at New York Based Hedge Fund
Industry Financial Services
Experience
New York City Based Hedge Fund March 2015 - Present
BNP Paribas July 2012 - March 2015
BNP Paribas June 2011 - August 2011
Merrill Lynch Wealth Management June 2010 - August 2010
Education
The Johns Hopkins University 2008 — 2012
BA, Applied Mathematics and Statistics, Economics
Melbourne High School 2004 — 2008
New York City Based Hedge Fund March 2015 - Present
BNP Paribas July 2012 - March 2015
BNP Paribas June 2011 - August 2011
Merrill Lynch Wealth Management June 2010 - August 2010
Education
The Johns Hopkins University 2008 — 2012
BA, Applied Mathematics and Statistics, Economics
Melbourne High School 2004 — 2008
William McQuade's Merrill Lynch Wealth Management Experience 2007 - Present
Job Senior Vice President and Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management 2007 - Present
HSBC Securities Inc 1998 - 2007
HSBC 1989 - 1998
Citi 1987 - 1989
W.R. Grace & Co 1985 - 1987
Grant Thornton LLP 1980 - 1983
Skills
Series 7, 63 and 66..., C.P.A., New York State ..., Uniform Combined State..., Retirement Planning, Series 63, Series 65, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Fixed Income, Asset Allocation, Investment Strategies, Equities, Bonds, Separately Managed..., ETFs, Series 7, Securities
Education
University of North Carolina at Chapel Hill 1983 — 1985
MBA, Finance
State University of New York at Albany 1978 — 1980
BS Magna Cum Laude, Business Administration, Accounting Concentration
Archbishop Molloy High School
Merrill Lynch Wealth Management 2007 - Present
HSBC Securities Inc 1998 - 2007
HSBC 1989 - 1998
Citi 1987 - 1989
W.R. Grace & Co 1985 - 1987
Grant Thornton LLP 1980 - 1983
Skills
Series 7, 63 and 66..., C.P.A., New York State ..., Uniform Combined State..., Retirement Planning, Series 63, Series 65, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Fixed Income, Asset Allocation, Investment Strategies, Equities, Bonds, Separately Managed..., ETFs, Series 7, Securities
Education
University of North Carolina at Chapel Hill 1983 — 1985
MBA, Finance
State University of New York at Albany 1978 — 1980
BS Magna Cum Laude, Business Administration, Accounting Concentration
Archbishop Molloy High School
Giovanni Pizoli's Merrill Lynch Wealth Management Experience April 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2012 - Present
Canon Financial Services, Inc. March 2011 - April 2012
Ultimate Soccer May 2004 - August 2010
Pizoli Soccer Training (PST) June 2007 - July 2010
Skills
Microsoft Excel, Series 7, Finance, Equities, Portfolio Management, Series 66, Investments, Asset Managment, Customer Service, Strategic Financial..., Wealth Management, Asset Allocation, Variable Annuities, Mutual Funds, ETFs, Financial Services, Retirement Planning, Options, Mortgage Lending, Salesforce.com, 401k, Investment Strategies, Banking
Education
University of Delaware 2006 — 2010
B.S, Finance & Economics
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Finance, B.S. Economics
Merrill Lynch Wealth Management April 2012 - Present
Canon Financial Services, Inc. March 2011 - April 2012
Ultimate Soccer May 2004 - August 2010
Pizoli Soccer Training (PST) June 2007 - July 2010
Skills
Microsoft Excel, Series 7, Finance, Equities, Portfolio Management, Series 66, Investments, Asset Managment, Customer Service, Strategic Financial..., Wealth Management, Asset Allocation, Variable Annuities, Mutual Funds, ETFs, Financial Services, Retirement Planning, Options, Mortgage Lending, Salesforce.com, 401k, Investment Strategies, Banking
Education
University of Delaware 2006 — 2010
B.S, Finance & Economics
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Finance, B.S. Economics
Kayla Mosley Kayla Mosley's Merrill Lynch Wealth Management Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Merrill Lynch Wealth Management June 2015 - Present
Edward Jones July 2014 - Present
BNY Mellon June 2013 - August 2013
UNCF Gateway to Leadership 2013 - 2013
Bunz Bar & Grill May 2012 - August 2012
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Accounting, Financial Reporting, Financial Modeling, Auditing, Customer Service, Teamwork, QuickBooks, Tax, Access, Banking, Time Management, Analysis, Microsoft Word, Microsoft Office, Corporate Finance, Series 7, Series 66, Securities, Financial Markets, Financial Services
Education
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Merrill Lynch Wealth Management June 2015 - Present
Edward Jones July 2014 - Present
BNY Mellon June 2013 - August 2013
UNCF Gateway to Leadership 2013 - 2013
Bunz Bar & Grill May 2012 - August 2012
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Accounting, Financial Reporting, Financial Modeling, Auditing, Customer Service, Teamwork, QuickBooks, Tax, Access, Banking, Time Management, Analysis, Microsoft Word, Microsoft Office, Corporate Finance, Series 7, Series 66, Securities, Financial Markets, Financial Services
Education
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Andrea Jepson's Merrill Lynch Wealth Management Experience March 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management March 2013 - Present
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Financial Analysis, Wealth Management, Asset Allocation, Leadership, Management, Strategic Planning, Securities, 401k
Education
University of Central Florida 2010 — 2012
Bachelor's Degree, Finance, General
University of Nevada-Las Vegas 2008 — 2009
Finance, General
University of Illinois at Urbana-Champaign 1993 — 1996
Fine and Applied Arts
Merrill Lynch Wealth Management March 2013 - Present
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Financial Analysis, Wealth Management, Asset Allocation, Leadership, Management, Strategic Planning, Securities, 401k
Education
University of Central Florida 2010 — 2012
Bachelor's Degree, Finance, General
University of Nevada-Las Vegas 2008 — 2009
Finance, General
University of Illinois at Urbana-Champaign 1993 — 1996
Fine and Applied Arts
Laura Kuehn Laura Kuehn's Merrill Lynch Wealth Management Experience July 2012 - November 2013
Job GWIM Compliance Specialist | Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch Wealth Management November 2013 - October 2014
Merrill Lynch Wealth Management July 2012 - November 2013
Merrill Lynch Wealth Management July 2011 - July 2012
Merrill Lynch Wealth Management November 2008 - July 2011
Merrill Lynch 2007 - 2008
Skills
Series 7, CRM, Investments, CRPC, Wealth Management, Uniform Combined State..., Mutual Funds, Bloomberg, Asset Allocation, Alternative Investments, Series 63, Investment Advisory, Series 9, Series 10, Series 66, Portfolio Management, Strategic Financial..., Retirement Planning, Securities, FINRA, Financial Planning
Education
City University of New York-Queens College 2004 — 2008
BBA & BSc, Corporate Finance & Economics
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch Wealth Management November 2013 - October 2014
Merrill Lynch Wealth Management July 2012 - November 2013
Merrill Lynch Wealth Management July 2011 - July 2012
Merrill Lynch Wealth Management November 2008 - July 2011
Merrill Lynch 2007 - 2008
Skills
Series 7, CRM, Investments, CRPC, Wealth Management, Uniform Combined State..., Mutual Funds, Bloomberg, Asset Allocation, Alternative Investments, Series 63, Investment Advisory, Series 9, Series 10, Series 66, Portfolio Management, Strategic Financial..., Retirement Planning, Securities, FINRA, Financial Planning
Education
City University of New York-Queens College 2004 — 2008
BBA & BSc, Corporate Finance & Economics
Christopher James Vega's Merrill Lynch Wealth Management Experience 2013 - 2015
Job Vice President, Premier Relationship Advisor at HSBC
Industry Investment Management
Experience
HSBC 2015 - Present
Merrill Lynch Wealth Management 2013 - 2015
JPMorgan Chase 2011 - 2013
Securities and Insurance Broker 2009 - 2011
Global Business Intelligence 2009 - 2010
First Command Financial Services 2008 - 2009
Vonage 2006 - 2008
Konica Minolta Business Solutions U.S.A., Inc. 2005 - 2006
Rutgers University 2001 - 2005
ADP 2004 - 2004
Skills
Business Development, Cash Management, Asset Allocation, Wealth Management, Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Banking, Asset Management, Options, Financial Markets, Leadership, Fixed Income, Financial Services, Investment Banking, Hedge Funds, Loans, Valuation, Equities, Finance, Series 7, Series 65, Series 63, Series 6, Series 66
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2010
MBA-Certificate, Management and Finance
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science, Economics
Mater Dei Preparatory Academy 1997 — 2001
High School Diploma
HSBC 2015 - Present
Merrill Lynch Wealth Management 2013 - 2015
JPMorgan Chase 2011 - 2013
Securities and Insurance Broker 2009 - 2011
Global Business Intelligence 2009 - 2010
First Command Financial Services 2008 - 2009
Vonage 2006 - 2008
Konica Minolta Business Solutions U.S.A., Inc. 2005 - 2006
Rutgers University 2001 - 2005
ADP 2004 - 2004
Skills
Business Development, Cash Management, Asset Allocation, Wealth Management, Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Banking, Asset Management, Options, Financial Markets, Leadership, Fixed Income, Financial Services, Investment Banking, Hedge Funds, Loans, Valuation, Equities, Finance, Series 7, Series 65, Series 63, Series 6, Series 66
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2010
MBA-Certificate, Management and Finance
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science, Economics
Mater Dei Preparatory Academy 1997 — 2001
High School Diploma
Ellen Zane, CFP, ChFC Ellen Zane, CFP, ChFC's Merrill Lynch Wealth Management Experience March 1996 - January 2008
Job Financial Advisor. First Vice President Wealth Management. PMP Portfolio Manager at UBS Financial Services.
Industry Financial Services
Experience
UBS August 2014 - Present
Morgan Stanley Wealth Management January 2008 - April 2012
Merrill Lynch Wealth Management March 1996 - January 2008
Skills
Investments, Portfolio Management, Retirement, Investment Strategies, Finance, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Securities, Equities, Fixed Income, Banking, Financial Modeling
Education
The University of Connecticut
Bachelor of Arts (BA), Education
The University of Connecticut
Master of Arts (MA), Administration
UBS August 2014 - Present
Morgan Stanley Wealth Management January 2008 - April 2012
Merrill Lynch Wealth Management March 1996 - January 2008
Skills
Investments, Portfolio Management, Retirement, Investment Strategies, Finance, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Securities, Equities, Fixed Income, Banking, Financial Modeling
Education
The University of Connecticut
Bachelor of Arts (BA), Education
The University of Connecticut
Master of Arts (MA), Administration
Drew Bonner's Merrill Lynch Wealth Management Experience August 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management August 2014 - Present
Forfeiture Support Associates April 2013 - July 2014
AXA Advisors August 2011 - December 2011
Tidepointe Advisors March 2010 - December 2011
Skills
Writing, Social Media, Interpersonal..., Market Oriented, Self-confidence, Self-driven, Motivated self-starter, Microsoft Office, Microsoft Word, Customer Service, Software Documentation, Management, Interpersonal..., Process Scheduler, Microsoft Excel, Facebook, Marketing, Research, Advertising, Teamwork, PowerPoint, Leadership, Public Speaking, Time Management, Social Networking, Finance, Sales
Education
Towson University 2008 — 2012
B.S, Business Administration; Marketing Concentration, 3.6 GPA
Reservoir High School 2004 — 2008
Merrill Lynch Wealth Management August 2014 - Present
Forfeiture Support Associates April 2013 - July 2014
AXA Advisors August 2011 - December 2011
Tidepointe Advisors March 2010 - December 2011
Skills
Writing, Social Media, Interpersonal..., Market Oriented, Self-confidence, Self-driven, Motivated self-starter, Microsoft Office, Microsoft Word, Customer Service, Software Documentation, Management, Interpersonal..., Process Scheduler, Microsoft Excel, Facebook, Marketing, Research, Advertising, Teamwork, PowerPoint, Leadership, Public Speaking, Time Management, Social Networking, Finance, Sales
Education
Towson University 2008 — 2012
B.S, Business Administration; Marketing Concentration, 3.6 GPA
Reservoir High School 2004 — 2008
David Ludlum David Ludlum's Merrill Lynch Wealth Management Experience March 2013 - June 2015
Job Investments Writer and Editor
Industry Writing and Editing
Experience
Merrill Lynch Wealth Management March 2013 - June 2015
Merrill Lynch Wealth Management October 2005 - February 2011
Ludlum & Co. September 1996 - October 2005
McKinsey & Co. August 1992 - August 1994
Computerworld 1986 - 1990
Skills
Marketing, Publishing, Strategy, Leadership, Business Development, Start-ups, Publications, Books, Social Media, Management, Thought Leadership, Marketing Communications, Strategic Planning, Content Strategy, Finance, Mergers & Acquisitions, Editing, Corporate Communications, Writing, Newsletters, Social Media Marketing, Public Relations, Editorial, Business Planning, Content Development, Mergers, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MS, Management
Trinity College-Hartford 1972 — 1976
BA, Economics
Merrill Lynch Wealth Management March 2013 - June 2015
Merrill Lynch Wealth Management October 2005 - February 2011
Ludlum & Co. September 1996 - October 2005
McKinsey & Co. August 1992 - August 1994
Computerworld 1986 - 1990
Skills
Marketing, Publishing, Strategy, Leadership, Business Development, Start-ups, Publications, Books, Social Media, Management, Thought Leadership, Marketing Communications, Strategic Planning, Content Strategy, Finance, Mergers & Acquisitions, Editing, Corporate Communications, Writing, Newsletters, Social Media Marketing, Public Relations, Editorial, Business Planning, Content Development, Mergers, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MS, Management
Trinity College-Hartford 1972 — 1976
BA, Economics
Christopher Delso Christopher Delso's Merrill Lynch Wealth Management Experience September 2010 - December 2010
Job Actuarial Assistant at Allianz Life
Industry Financial Services
Experience
Allianz Life January 2014 - Present
Ernst & Young August 2011 - January 2014
Macalester College September 2007 - May 2011
Merrill Lynch Wealth Management September 2010 - December 2010
Education
Macalester College 2007 — 2011
Bachelor of Arts (BA), Majors: Economics and German Studies, Minor: Mathematics
Neenah High School 2003 — 2007
Allianz Life January 2014 - Present
Ernst & Young August 2011 - January 2014
Macalester College September 2007 - May 2011
Merrill Lynch Wealth Management September 2010 - December 2010
Education
Macalester College 2007 — 2011
Bachelor of Arts (BA), Majors: Economics and German Studies, Minor: Mathematics
Neenah High School 2003 — 2007
Juan Carlos Marino, TEP Juan Carlos Marino, TEP's Merrill Lynch Wealth Management Experience 1989 - Present
Job Senior Vice President Investments Wealth Management, International Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management 1989 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Asset Management, Investment Advisory, Cross Border Trusts &..., Series 7, Fixed Income, Series 63
Education
University of Nice School of Law, Nice, France 1973 — 1976
Licence en Droit and Masters, Law and International Taxation
University of Paris, La Sorbonne 1972 — 1973
Certificate, French language and civilization
University of Florida 1970 — 1972
Bachelor of Arts (B.A.), Political Science and Latin America Studies
Merrill Lynch Wealth Management 1989 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Asset Management, Investment Advisory, Cross Border Trusts &..., Series 7, Fixed Income, Series 63
Education
University of Nice School of Law, Nice, France 1973 — 1976
Licence en Droit and Masters, Law and International Taxation
University of Paris, La Sorbonne 1972 — 1973
Certificate, French language and civilization
University of Florida 1970 — 1972
Bachelor of Arts (B.A.), Political Science and Latin America Studies
Eric Marvin, CFP®, CRPC® Eric Marvin, CFP®, CRPC®'s Merrill Lynch Wealth Management Experience March 2006 - March 2011
Job CEO & CoFounder at M&M Wealth Management, LLC
Industry Financial Services
Experience
M&M Wealth Management, LLC June 2014 - Present
J.P. Turner & Company, LLC March 2011 - June 2014
Merrill Lynch Wealth Management March 2006 - March 2011
MetLife Financial Services January 2004 - December 2005
Education
The University of Akron 2000 — 2004
Finance, Financial Planning
M&M Wealth Management, LLC June 2014 - Present
J.P. Turner & Company, LLC March 2011 - June 2014
Merrill Lynch Wealth Management March 2006 - March 2011
MetLife Financial Services January 2004 - December 2005
Education
The University of Akron 2000 — 2004
Finance, Financial Planning
Steve Schehl's Merrill Lynch Wealth Management Experience September 2010 - Present
Job Resident Director/Senior VP/Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Wealth Management September 2010 - Present
USMC May 1981 - August 1993
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Series 63, Asset Management, Retirement Planning, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Investment Advisory, Strategic Financial..., Investment Strategies, Equities, Risk Management, Fixed Income, Retirement, Credit, Estate Planning
Education
Webster University 1991 — 1993
Master of Arts (MA), Management
United States Naval Academy 1977 — 1981
BS, Physical Science
Merrill Lynch Wealth Management September 2010 - Present
USMC May 1981 - August 1993
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Series 63, Asset Management, Retirement Planning, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Investment Advisory, Strategic Financial..., Investment Strategies, Equities, Risk Management, Fixed Income, Retirement, Credit, Estate Planning
Education
Webster University 1991 — 1993
Master of Arts (MA), Management
United States Naval Academy 1977 — 1981
BS, Physical Science
Dmitry Almanza Dmitry Almanza's Merrill Lynch Wealth Management Experience May 2009 - July 2009
Job Tax Certificate Analyst at J.I. Kislak Inc.
Industry Financial Services
Experience
Johnson & Johnson Corporate ITSS June 2013 - March 2014
Johnson & Johnson Consumer NA May 2012 - May 2013
University of Florida Investment Corporation (UFICO) March 2010 - December 2010
Merrill Lynch Wealth Management May 2009 - July 2009
Education
University of Florida - Warrington College of Business Administration 2008 — 2012
Bachelor of Science (BS), Accounting
Johnson & Johnson Corporate ITSS June 2013 - March 2014
Johnson & Johnson Consumer NA May 2012 - May 2013
University of Florida Investment Corporation (UFICO) March 2010 - December 2010
Merrill Lynch Wealth Management May 2009 - July 2009
Education
University of Florida - Warrington College of Business Administration 2008 — 2012
Bachelor of Science (BS), Accounting
Michael Valenti Michael Valenti's Merrill Lynch Wealth Management Experience 2010 - February 2012
Job Experienced Sales Professional
Industry Information Technology and Services
Experience
Pitney Bowes June 2015 - Present
Corserva November 2013 - July 2014
OCZ Technology April 2013 - October 2013
Fusion-io February 2012 - March 2013
Merrill Lynch Wealth Management 2010 - February 2012
Hewlett-Packard 2006 - 2010
IBM 2003 - 2006
Compaq 2000 - 2003
GE Capital Information Technology Services 1998 - 2000
Skills
HP, Start-ups, Channel, Sales, Cloud Computing, Storage, Solution Selling, Business Strategy, Selling, Channel Partners, Account Management, Managed Services, Salesforce.com, Enterprise Software, Strategy, SaaS, Professional Services, Strategic Partnerships, Sales Management, Direct Sales, Data Center, Virtualization, Cross-functional Team..., Sales Operations, Storage Virtualization, Leadership, Management, Sales Process, Go-to-market Strategy, Business Alliances, Enterprise Storage, Storage Area Networks, Sales Enablement, Partner Management, Program Management, Software Industry, Pre-sales, SAN, Unified Communications, Product Marketing, Channel Sales, Disaster Recovery, Product Management, CRM, Networking, Security, Hardware
Education
Southern Connecticut State University
BS, MIS
Southern Connecticut State University
Bachelor's degree, Business Administration/ MIS
Pitney Bowes June 2015 - Present
Corserva November 2013 - July 2014
OCZ Technology April 2013 - October 2013
Fusion-io February 2012 - March 2013
Merrill Lynch Wealth Management 2010 - February 2012
Hewlett-Packard 2006 - 2010
IBM 2003 - 2006
Compaq 2000 - 2003
GE Capital Information Technology Services 1998 - 2000
Skills
HP, Start-ups, Channel, Sales, Cloud Computing, Storage, Solution Selling, Business Strategy, Selling, Channel Partners, Account Management, Managed Services, Salesforce.com, Enterprise Software, Strategy, SaaS, Professional Services, Strategic Partnerships, Sales Management, Direct Sales, Data Center, Virtualization, Cross-functional Team..., Sales Operations, Storage Virtualization, Leadership, Management, Sales Process, Go-to-market Strategy, Business Alliances, Enterprise Storage, Storage Area Networks, Sales Enablement, Partner Management, Program Management, Software Industry, Pre-sales, SAN, Unified Communications, Product Marketing, Channel Sales, Disaster Recovery, Product Management, CRM, Networking, Security, Hardware
Education
Southern Connecticut State University
BS, MIS
Southern Connecticut State University
Bachelor's degree, Business Administration/ MIS
Jennifer Bodenweber Jennifer Bodenweber's Merrill Lynch Wealth Management Experience June 2010 - March 2011
Job Meeting and Event Management Professional
Industry Events Services
Experience
Development Corporation for Israel/Israel Bonds 2012 - Present
Moelis & Company July 2012 - August 2012
UBS Investment Bank April 2011 - February 2012
Merrill Lynch Wealth Management June 2010 - March 2011
Jericho Project January 2010 - May 2010
Avon Foundation for Women August 2009 - November 2009
Merrill Lynch November 1992 - May 2009
Skills
Special Events, Meeting Planning, Conferences, Event Marketing, Event Management, Event Planning, Corporate Events, Fundraising, Budget Management, Food & Beverage, Contract Negotiations, Registration, Hospitality, Vendor Relations, Site Selection, Non-profits, Catering, Entertainment, Hotels, Events, Contract Negotiation, Trade Shows, Parties, Project Management, Budgets, Marketing Communications, Incentives, Wedding Planning, Marketing, Social Media Marketing, Public Relations, Venue Relations, Nonprofits, Social Networking
Education
New England Conservatory of Music
BM, Music - Vocal Performance
University of California, Irvine
MFA, Music - Vocal Performance
West Haven High School
Development Corporation for Israel/Israel Bonds 2012 - Present
Moelis & Company July 2012 - August 2012
UBS Investment Bank April 2011 - February 2012
Merrill Lynch Wealth Management June 2010 - March 2011
Jericho Project January 2010 - May 2010
Avon Foundation for Women August 2009 - November 2009
Merrill Lynch November 1992 - May 2009
Skills
Special Events, Meeting Planning, Conferences, Event Marketing, Event Management, Event Planning, Corporate Events, Fundraising, Budget Management, Food & Beverage, Contract Negotiations, Registration, Hospitality, Vendor Relations, Site Selection, Non-profits, Catering, Entertainment, Hotels, Events, Contract Negotiation, Trade Shows, Parties, Project Management, Budgets, Marketing Communications, Incentives, Wedding Planning, Marketing, Social Media Marketing, Public Relations, Venue Relations, Nonprofits, Social Networking
Education
New England Conservatory of Music
BM, Music - Vocal Performance
University of California, Irvine
MFA, Music - Vocal Performance
West Haven High School
Steven Rice CRPC Steven Rice CRPC's Merrill Lynch Wealth Management Experience November 2011 - Present
Job Financial Solutions Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management November 2011 - Present
The Steven Rice Group July 2008 - August 2010
Crest Digital January 2006 - July 2008
Future Media Productions January 1996 - December 2006
ASR Recording Services 1990 - 1994
Custom Duplication 1987 - 1990
Westinghouse Credit Corp. 1977 - 1987
Skills
Retirement Planning, Strategic Financial..., Strategic Planning, Long-term Care, Vendor Management, Project Management, Organizational..., Change Management, Defined Benefit, Market Development, Educational Consulting, Defined Contribution, Cash Balance, 401k, Retirement, Financial Planning, Financial Advisory
Education
The Heart Touch Project 2007 — 2007
Children's Massage, Children's Massage Training for Children with Special Needs
Well Being LLC 2006 — 2007
NeuroSoma Graduate, Limited Pressure Muscle Spindle Myotherapy
UCLA Healthcare 2006 — 2006
HIPAA Training
Institute of Psycho-Structural Balancing 2005 — 2006
CMT, Therapeutic Bodywork
San Diego State University-California State University 1973 — 1977
BS, Finance
Merrill Lynch Wealth Management November 2011 - Present
The Steven Rice Group July 2008 - August 2010
Crest Digital January 2006 - July 2008
Future Media Productions January 1996 - December 2006
ASR Recording Services 1990 - 1994
Custom Duplication 1987 - 1990
Westinghouse Credit Corp. 1977 - 1987
Skills
Retirement Planning, Strategic Financial..., Strategic Planning, Long-term Care, Vendor Management, Project Management, Organizational..., Change Management, Defined Benefit, Market Development, Educational Consulting, Defined Contribution, Cash Balance, 401k, Retirement, Financial Planning, Financial Advisory
Education
The Heart Touch Project 2007 — 2007
Children's Massage, Children's Massage Training for Children with Special Needs
Well Being LLC 2006 — 2007
NeuroSoma Graduate, Limited Pressure Muscle Spindle Myotherapy
UCLA Healthcare 2006 — 2006
HIPAA Training
Institute of Psycho-Structural Balancing 2005 — 2006
CMT, Therapeutic Bodywork
San Diego State University-California State University 1973 — 1977
BS, Finance
Cody McCallum Cody McCallum's Merrill Lynch Wealth Management Experience June 2015 - August 2015
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
The Perseverance Foundation September 2013 - Present
Tufts University August 2012 - Present
Tufts University August 2012 - Present
Merrill Lynch Wealth Management June 2015 - August 2015
Superior Court of New Jersey June 2011 - September 2011
Skills
Leadership, Entrepreneurship, Marketing, Public Speaking, Strategic Planning
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Seton Hall Preparatory 2008 — 2012
The Perseverance Foundation September 2013 - Present
Tufts University August 2012 - Present
Tufts University August 2012 - Present
Merrill Lynch Wealth Management June 2015 - August 2015
Superior Court of New Jersey June 2011 - September 2011
Skills
Leadership, Entrepreneurship, Marketing, Public Speaking, Strategic Planning
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Seton Hall Preparatory 2008 — 2012
Matthew C. Moceri's Merrill Lynch Wealth Management Experience April 2013 - Present
Job Senior Porfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2013 - Present
Merrill Lynch Wealth Management May 2012 - Present
AXA Advisors, LLC April 2011 - April 2012
Skills
Wealth Management, Portfolio Management, Mutual Funds, ETFs, Municipal Bonds, Strategic Financial..., Risk Management, Business Analysis, Options Strategies, Residential Mortgages, Commercial Mortgages, Cash Flow Lending, Hedge Funds
Education
Tiffin University 2009 — 2011
BBA, Finance
Merrill Lynch Wealth Management April 2013 - Present
Merrill Lynch Wealth Management May 2012 - Present
AXA Advisors, LLC April 2011 - April 2012
Skills
Wealth Management, Portfolio Management, Mutual Funds, ETFs, Municipal Bonds, Strategic Financial..., Risk Management, Business Analysis, Options Strategies, Residential Mortgages, Commercial Mortgages, Cash Flow Lending, Hedge Funds
Education
Tiffin University 2009 — 2011
BBA, Finance
Yohanny Vargas Yohanny Vargas's Merrill Lynch Wealth Management Experience January 2011 - March 2011
Job Staff Accountant at charity: water
Industry Financial Services
Experience
charity: water February 2015 - Present
Selfhelp Community Services May 2013 - January 2015
Selfhelp Community Services December 2012 - May 2013
Union College January 2009 - June 2012
Merrill Lynch Private Wealth Management July 2011 - September 2011
Merrill Lynch Wealth Management January 2011 - March 2011
Skills
Customer Service, Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Social Networking, Data Entry, Event Planning, Non-profit..., Analysis, Fundraising, Microsoft Word, Nonprofits
Education
Union College 2008 — 2012
BA, Managerial Economics
charity: water February 2015 - Present
Selfhelp Community Services May 2013 - January 2015
Selfhelp Community Services December 2012 - May 2013
Union College January 2009 - June 2012
Merrill Lynch Private Wealth Management July 2011 - September 2011
Merrill Lynch Wealth Management January 2011 - March 2011
Skills
Customer Service, Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Social Networking, Data Entry, Event Planning, Non-profit..., Analysis, Fundraising, Microsoft Word, Nonprofits
Education
Union College 2008 — 2012
BA, Managerial Economics
Cary Doerr, CRPC® Cary Doerr, CRPC®'s Merrill Lynch Wealth Management Experience 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management 2008 - Present
Skills
CRPC, Wealth Management, Retirement Planning, Asset Allocation, Investments, Securities, Mutual Funds, Series 7, series 66, Mortgage Lending, Disability Insurance, Life Insurance, Long Term Care Insurance
Education
Northern Arizona University 1987 — 1991
Bachelor of Science, Finance
Merrill Lynch Wealth Management 2008 - Present
Skills
CRPC, Wealth Management, Retirement Planning, Asset Allocation, Investments, Securities, Mutual Funds, Series 7, series 66, Mortgage Lending, Disability Insurance, Life Insurance, Long Term Care Insurance
Education
Northern Arizona University 1987 — 1991
Bachelor of Science, Finance
Stephanie Brady Stephanie Brady's Merrill Lynch Wealth Management Experience 2013 - 2014
Job Equity Research | Financial Services Expertise
Industry Investment Management
Experience
Merrill Lynch Wealth Management 2013 - 2014
Morgan Stanley 2011 - 2013
Millennium Partners LP 2007 - 2009
Pirate Capital LLC 2004 - 2007
European Investors Inc. 2000 - 2003
Cliffwood Partners LLC 1998 - 2000
CB Richard Ellis, Financial Consulting Group 1996 - 1998
Skills
Series 7, Series 31, Series 66, Licensed Life & Health..., Buyside Analyst, Financial Analysis, Portfolio Management, Wealth Management, Bloomberg, Microsoft Excel, Microsoft Access, Thomson One Analytics, SQL, Asset Management, Equities, Equity Research, FINRA, Hedge Funds, Investments
Education
UCSD 1993 — 1995
Bachelor of Science, Management Science, Provost Honors
Merrill Lynch Wealth Management 2013 - 2014
Morgan Stanley 2011 - 2013
Millennium Partners LP 2007 - 2009
Pirate Capital LLC 2004 - 2007
European Investors Inc. 2000 - 2003
Cliffwood Partners LLC 1998 - 2000
CB Richard Ellis, Financial Consulting Group 1996 - 1998
Skills
Series 7, Series 31, Series 66, Licensed Life & Health..., Buyside Analyst, Financial Analysis, Portfolio Management, Wealth Management, Bloomberg, Microsoft Excel, Microsoft Access, Thomson One Analytics, SQL, Asset Management, Equities, Equity Research, FINRA, Hedge Funds, Investments
Education
UCSD 1993 — 1995
Bachelor of Science, Management Science, Provost Honors
Janet Ziegler's Merrill Lynch Wealth Management Experience June 2005 - September 2012
Job CERTIFIED FINANCIAL PLANNER™, Vice President, Banks Ziegler Group at UBS
Industry Financial Services
Experience
UBS Financial Services September 2012 - Present
Merrill Lynch Wealth Management June 2005 - September 2012
Rohm and Haas Company 2003 - May 2005
Rohm and Haas Company 1998 - 2002
Rohm and Haas Company 1994 - 1997
Rohm and Haas Company 1991 - 1993
Education
Rider University
MBA
Princeton University 1980 — 1984
BSE
UBS Financial Services September 2012 - Present
Merrill Lynch Wealth Management June 2005 - September 2012
Rohm and Haas Company 2003 - May 2005
Rohm and Haas Company 1998 - 2002
Rohm and Haas Company 1994 - 1997
Rohm and Haas Company 1991 - 1993
Education
Rider University
MBA
Princeton University 1980 — 1984
BSE
Steve Lyons CRPS® CRPC® Steve Lyons CRPS® CRPC®'s Merrill Lynch Wealth Management Experience April 2010 - March 2011
Job VP Premier Relationship Advisor at HSBC Securities
Industry Investment Management
Experience
HSBC Securities March 2013 - Present
E*TRADE Financial March 2011 - October 2012
Merrill Lynch Wealth Management April 2010 - March 2011
BNYMellon March 2007 - February 2009
BNY Mellon March 2007 - February 2009
Dreyfus Service Corp January 2002 - March 2007
Dreyfus June 2001 - December 2002
Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plan Specialist
Stony Brook University
Suffolk County Community College
AAS
HSBC Securities March 2013 - Present
E*TRADE Financial March 2011 - October 2012
Merrill Lynch Wealth Management April 2010 - March 2011
BNYMellon March 2007 - February 2009
BNY Mellon March 2007 - February 2009
Dreyfus Service Corp January 2002 - March 2007
Dreyfus June 2001 - December 2002
Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plan Specialist
Stony Brook University
Suffolk County Community College
AAS
Andy Waldbaum, CFP®, CRPS® Andy Waldbaum, CFP®, CRPS®'s Merrill Lynch Wealth Management Experience May 2012 - June 2014
Job Branch Manager at Raymond James in Beverly Hills
Industry Financial Services
Experience
Raymond James July 2014 - Present
Merrill Lynch Wealth Management May 2012 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney November 2007 - June 2011
Smith Barney May 2006 - November 2007
Smith Barney Citigroup April 2003 - May 2006
Merrill Lynch May 1998 - April 2003
Salish Trust January 1996 - May 1998
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets
Education
Seattle University 1992 — 1995
MBA, Marketing and International Business
Oriel College, University of Oxford 1986 — 1988
MA, English Literature
Pomona College 1982 — 1986
BA, History and English Literature
Manual High School: Denver, Colorado 1978 — 1982
Raymond James July 2014 - Present
Merrill Lynch Wealth Management May 2012 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney November 2007 - June 2011
Smith Barney May 2006 - November 2007
Smith Barney Citigroup April 2003 - May 2006
Merrill Lynch May 1998 - April 2003
Salish Trust January 1996 - May 1998
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets
Education
Seattle University 1992 — 1995
MBA, Marketing and International Business
Oriel College, University of Oxford 1986 — 1988
MA, English Literature
Pomona College 1982 — 1986
BA, History and English Literature
Manual High School: Denver, Colorado 1978 — 1982
Daniel Dreyer Daniel Dreyer's Merrill Lynch Wealth Management Experience November 2011 - January 2013
Job Director of Sales at Gold Coast Publishing Group
Industry Marketing and Advertising
Experience
Gold Coast Publishing Group January 2013 - Present
Merrill Lynch Wealth Management November 2011 - January 2013
Skills
Bloomberg, Equities, Fixed Income, Investments, Alternative Investments, Series 7, Trading, Series 63, Securities, Portfolio Management, Capital Markets
Education
SUNY Old Westbury 2010 — 2011
BS Finance, Financial Analysis
State University of New York College at Old Westbury 2009 — 2011
Bachelor's degree of Finance, Finance, General
Gold Coast Publishing Group January 2013 - Present
Merrill Lynch Wealth Management November 2011 - January 2013
Skills
Bloomberg, Equities, Fixed Income, Investments, Alternative Investments, Series 7, Trading, Series 63, Securities, Portfolio Management, Capital Markets
Education
SUNY Old Westbury 2010 — 2011
BS Finance, Financial Analysis
State University of New York College at Old Westbury 2009 — 2011
Bachelor's degree of Finance, Finance, General
Bryce Nielsen Bryce Nielsen's Merrill Lynch Wealth Management Experience January 2011 - April 2011
Job Pima County
Industry Public Safety
Experience
Pima County Sheriff’s Department January 2015 - Present
Target September 2014 - January 2015
Target August 2013 - August 2014
The University of Arizona July 2010 - July 2013
Clean Energy Capital, LLC. May 2011 - August 2011
Merrill Lynch Wealth Management January 2011 - April 2011
Roma Caffe August 2006 - May 2010
Education
University of Arizona 2009 — 2013
BS, Finance
Salpointe Catholic High School 2005 — 2009
Diploma
Pima County Sheriff’s Department January 2015 - Present
Target September 2014 - January 2015
Target August 2013 - August 2014
The University of Arizona July 2010 - July 2013
Clean Energy Capital, LLC. May 2011 - August 2011
Merrill Lynch Wealth Management January 2011 - April 2011
Roma Caffe August 2006 - May 2010
Education
University of Arizona 2009 — 2013
BS, Finance
Salpointe Catholic High School 2005 — 2009
Diploma
Corianne Leyton's Merrill Lynch Wealth Management Experience January 2012 - June 2014
Job Business Manager at IHT Wealth Management
Industry Investment Management
Experience
IHT Wealth Management June 2014 - Present
Merrill Lynch Wealth Management January 2012 - June 2014
Skills
Financial Analysis, Wealth Management, Due Diligence, Management, Portfolio Management, Event Management, Leadership, Series 7, Risk Management, Series 63, Series 65
Education
University of Arizona 2006 — 2010
Bachelor of Arts (BA), Communication, General
IHT Wealth Management June 2014 - Present
Merrill Lynch Wealth Management January 2012 - June 2014
Skills
Financial Analysis, Wealth Management, Due Diligence, Management, Portfolio Management, Event Management, Leadership, Series 7, Risk Management, Series 63, Series 65
Education
University of Arizona 2006 — 2010
Bachelor of Arts (BA), Communication, General
Ryan Stoffer, MBA's Merrill Lynch Wealth Management Experience August 2012 - December 2012
Job Financial Analyst at CNL Financial Group
Industry Investment Management
Experience
CNL Financial Group May 2015 - Present
PCE Investment Banking ESOP Valuation Advisory August 2014 - December 2014
CNL Financial Group June 2014 - August 2014
PCE Investment Bankers May 2013 - August 2013
Merrill Lynch Wealth Management August 2012 - December 2012
Skills
Financial Modeling, REITs, BDCs, Real Estate, Alternative Investments, Teamwork, Microsoft Excel, Investment Banking, Valuation, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship, and Management, 3.8/4.0
University of Central Florida
Bachelor's Degree, Business Administration and Management, Finance
CNL Financial Group May 2015 - Present
PCE Investment Banking ESOP Valuation Advisory August 2014 - December 2014
CNL Financial Group June 2014 - August 2014
PCE Investment Bankers May 2013 - August 2013
Merrill Lynch Wealth Management August 2012 - December 2012
Skills
Financial Modeling, REITs, BDCs, Real Estate, Alternative Investments, Teamwork, Microsoft Excel, Investment Banking, Valuation, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship, and Management, 3.8/4.0
University of Central Florida
Bachelor's Degree, Business Administration and Management, Finance
Jamie Kaleh's Merrill Lynch Wealth Management Experience May 2011 - September 2011
Job Technical Sales Representative, at Smith Bits, a Schlumberger Company
Industry Higher Education
Experience
Smith Bits, a Schlumberger Company July 2015 - Present
Schlumberger September 2014 - Present
Vopak December 2013 - August 2014
Vopak October 2012 - August 2014
Vopak October 2013 - December 2013
Vopak March 2013 - July 2013
Vopak October 2012 - March 2013
lululemon athletica December 2011 - October 2012
Sam Houston State Volleyball Team August 2008 - December 2011
Merrill Lynch Wealth Management May 2011 - September 2011
Skills
Public Speaking, Event Planning, Facebook, Microsoft Office, Social Media, PowerPoint, Editing, Public Relations, Event Management, Social Media Marketing, Customer Service, Final Cut Pro, Six Sigma, Yellow Belt
Education
Sam Houston State University 2008 — 2012
Marketing, Economics, Statistics, Business Communication
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing/Economics
Smith Bits, a Schlumberger Company July 2015 - Present
Schlumberger September 2014 - Present
Vopak December 2013 - August 2014
Vopak October 2012 - August 2014
Vopak October 2013 - December 2013
Vopak March 2013 - July 2013
Vopak October 2012 - March 2013
lululemon athletica December 2011 - October 2012
Sam Houston State Volleyball Team August 2008 - December 2011
Merrill Lynch Wealth Management May 2011 - September 2011
Skills
Public Speaking, Event Planning, Facebook, Microsoft Office, Social Media, PowerPoint, Editing, Public Relations, Event Management, Social Media Marketing, Customer Service, Final Cut Pro, Six Sigma, Yellow Belt
Education
Sam Houston State University 2008 — 2012
Marketing, Economics, Statistics, Business Communication
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing/Economics
Jeremy Neil's Merrill Lynch Wealth Management Experience March 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management March 2015 - Present
Self July 2013 - March 2015
Chaffetz Lindsey LLP November 2010 - June 2013
Education
New York Law School 2007 — 2010
JD
University of Denver 2002 — 2006
BA
Gunn High School 1998 — 2002
Merrill Lynch Wealth Management March 2015 - Present
Self July 2013 - March 2015
Chaffetz Lindsey LLP November 2010 - June 2013
Education
New York Law School 2007 — 2010
JD
University of Denver 2002 — 2006
BA
Gunn High School 1998 — 2002
Mark Landers Mark Landers's Merrill Lynch Wealth Management Experience May 2010 - December 2011
Job Wealth Advisory | Insurance Solutions | Estate Preservation | Business Continuation | Executive Benefit Plans
Industry Financial Services
Experience
Summit Advisory Group ~ Charlotte Nashville Winston-Salem May 2015 - Present
JML Consulting June 2013 - April 2015
Merrill Lynch Wealth Management May 2010 - December 2011
Banc of America Securities, LLC May 1999 - February 2009
NationsBanc Montgomery Securities October 1992 - May 1999
Skills
Fixed Income, Investments, Capital Markets, Asset Management, Securities, Strategic Financial..., Trading, Investment Advisory, Relationship Management, Retirement Planning, Electronic Trading, Risk Management, Market Risk, Structured Products, Financial Services, Bloomberg, Client Development, Credit Risk, Wealth Management, Asset Allocation, Establishing Strategic..., Credit Trading, Community Outreach, Life, Accident &..., Asset-backed Securities, Emotional Intelligence, Negotiation, Influencer, Bond Markets, Fixed income Strategy, Creative Problem Solving, Situational Leadership
Education
University of Alabama
Bachelor's Degree
Summit Advisory Group ~ Charlotte Nashville Winston-Salem May 2015 - Present
JML Consulting June 2013 - April 2015
Merrill Lynch Wealth Management May 2010 - December 2011
Banc of America Securities, LLC May 1999 - February 2009
NationsBanc Montgomery Securities October 1992 - May 1999
Skills
Fixed Income, Investments, Capital Markets, Asset Management, Securities, Strategic Financial..., Trading, Investment Advisory, Relationship Management, Retirement Planning, Electronic Trading, Risk Management, Market Risk, Structured Products, Financial Services, Bloomberg, Client Development, Credit Risk, Wealth Management, Asset Allocation, Establishing Strategic..., Credit Trading, Community Outreach, Life, Accident &..., Asset-backed Securities, Emotional Intelligence, Negotiation, Influencer, Bond Markets, Fixed income Strategy, Creative Problem Solving, Situational Leadership
Education
University of Alabama
Bachelor's Degree
Emily Eisenhauer, Financial Advisor, MBA Emily Eisenhauer, Financial Advisor, MBA's Merrill Lynch Wealth Management Experience November 2013 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management November 2013 - Present
Caliber Home Loans (Formerly Vericrest Financial) July 2012 - July 2013
Tolleson Wealth Management September 2011 - July 2012
Nationstar Mortgage June 2009 - September 2011
CitiMortgage April 2002 - January 2009
CitiFinancial Mortgage August 2003 - September 2006
CitiFinancial Mortgage April 2002 - August 2003
Verio / NTT May 1999 - March 2002
Skills
Marketing Strategy, Brand Management, Advertising, Management, Business Analysis, Strategy, Vendor Management, Marketing Management, Public Relations, Leadership, Integrated Marketing, CRM, B2B, Market Research, Project Management, Analytics, Business Development, Corporate Communications, Financial Analysis, Event Planning, Event Management, Marketing, Sales, Budgets, Mergers & Acquisitions, Program Management, Email Marketing, Marketing Communications, Segmentation, Trade Shows
Education
Southern Methodist University - Cox School of Business 2005 — 2006
MBA, Dual Emphasis: Marketing and Entrepreneurial Strategy
University of Denver
BA, Mass Communications / Public Relations / Business
Merrill Lynch Wealth Management November 2013 - Present
Caliber Home Loans (Formerly Vericrest Financial) July 2012 - July 2013
Tolleson Wealth Management September 2011 - July 2012
Nationstar Mortgage June 2009 - September 2011
CitiMortgage April 2002 - January 2009
CitiFinancial Mortgage August 2003 - September 2006
CitiFinancial Mortgage April 2002 - August 2003
Verio / NTT May 1999 - March 2002
Skills
Marketing Strategy, Brand Management, Advertising, Management, Business Analysis, Strategy, Vendor Management, Marketing Management, Public Relations, Leadership, Integrated Marketing, CRM, B2B, Market Research, Project Management, Analytics, Business Development, Corporate Communications, Financial Analysis, Event Planning, Event Management, Marketing, Sales, Budgets, Mergers & Acquisitions, Program Management, Email Marketing, Marketing Communications, Segmentation, Trade Shows
Education
Southern Methodist University - Cox School of Business 2005 — 2006
MBA, Dual Emphasis: Marketing and Entrepreneurial Strategy
University of Denver
BA, Mass Communications / Public Relations / Business
Sharon Arena's Merrill Lynch Wealth Management Experience September 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management September 2015 - Present
Fairfield Network of Executive Women June 2015 - Present
The Bernier Insurance Agency, LLC - Allstate Insurance Company November 2014 - August 2015
New York Life Insurance Company July 2010 - November 2014
European Wax Center September 2007 - July 2010
Skills
Life Insurance, Operations Management, Sales & Marketing, Sales, Management, Small Business, International Relations, Sales Management, Leadership, Training, Fixed Annuities, Marketing, Team Building, Strategic Planning, Strategy, Public Relations, Marketing Strategy, Finance, Social Media Marketing, Customer Service, Sales Prospecting, Customer Relations, Investments, Public Speaking, Microsoft Word, Microsoft Office, Insurance, PowerPoint, Commercial Insurance, Time Management, Recruiting, Health Insurance, Social Media, Event Planning, Social Networking, Retail, Retirement Planning
Education
Thomas Edison State College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing
Nuclear Medical Technology/Technologist
Merrill Lynch Wealth Management September 2015 - Present
Fairfield Network of Executive Women June 2015 - Present
The Bernier Insurance Agency, LLC - Allstate Insurance Company November 2014 - August 2015
New York Life Insurance Company July 2010 - November 2014
European Wax Center September 2007 - July 2010
Skills
Life Insurance, Operations Management, Sales & Marketing, Sales, Management, Small Business, International Relations, Sales Management, Leadership, Training, Fixed Annuities, Marketing, Team Building, Strategic Planning, Strategy, Public Relations, Marketing Strategy, Finance, Social Media Marketing, Customer Service, Sales Prospecting, Customer Relations, Investments, Public Speaking, Microsoft Word, Microsoft Office, Insurance, PowerPoint, Commercial Insurance, Time Management, Recruiting, Health Insurance, Social Media, Event Planning, Social Networking, Retail, Retirement Planning
Education
Thomas Edison State College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing
Nuclear Medical Technology/Technologist
Steve Rosner's Merrill Lynch Wealth Management Experience July 1987 - February 2011
Job Advisor Management Consultant at United Advisors LLC
Industry Financial Services
Experience
United Advisors LLC December 2013 - Present
United Advisors LLC February 2011 - Present
Merrill Lynch Wealth Management July 1987 - February 2011
Education
Southern Connecticut State University 1978 — 1982
Bachelor of Science (BS), Economics
United Advisors LLC December 2013 - Present
United Advisors LLC February 2011 - Present
Merrill Lynch Wealth Management July 1987 - February 2011
Education
Southern Connecticut State University 1978 — 1982
Bachelor of Science (BS), Economics
Kirsten Meder, CAIA's Merrill Lynch Wealth Management Experience November 2007 - September 2010
Job Senior Research Analyst at Lattice Strategies LLC
Industry Investment Management
Experience
Lattice Strategies LLC September 2010 - Present
Merrill Lynch Wealth Management November 2007 - September 2010
Columbia University January 2007 - November 2007
Skills
Valuation, Financial Analysis, Equities, Fixed Income, Investments, Alternative Investments, Hedge Funds, Financial Modeling, Trading Strategies, Due Diligence, Global Macro, Asset Management
Education
University of California, Berkeley 2004 — 2006
BA, Astrophysics, Physics
Lattice Strategies LLC September 2010 - Present
Merrill Lynch Wealth Management November 2007 - September 2010
Columbia University January 2007 - November 2007
Skills
Valuation, Financial Analysis, Equities, Fixed Income, Investments, Alternative Investments, Hedge Funds, Financial Modeling, Trading Strategies, Due Diligence, Global Macro, Asset Management
Education
University of California, Berkeley 2004 — 2006
BA, Astrophysics, Physics
Gail Feiner Gail Feiner's Merrill Lynch Wealth Management Experience 2007 - 2014
Job Vice President at Gatfield Greenwich Associates, Inc.
Industry Staffing and Recruiting
Experience
Gatfield Greenwich Associates, Inc. 2015 - Present
Merrill Lynch Wealth Management 2007 - 2014
Man Investments 2004 - 2006
VerticalCrossings.com, Inc. 2000 - 2003
Smyth Associates, Inc 1999 - 2000
Salomon Brothers 1985 - 1998
Skills
Equities, Investments, Asset Management, Fixed Income, Event Planning, Event Management, Securities, Portfolio Management, Financial Services, Banking, Finance, Business Manager, Relationship Management, Project Management, Hedge Funds, Administration, Investor Relations, Alternative Investments, Corporate Communications, Collateral Production, Strategy Development &..., Process Improvement, Digital Marketing, Website Content..., Marketing Collateral..., Editorial Process, Human Resources, Recruiting, Start-ups, Collateral Management, Fund of Funds, Investment Banking
Education
College of New Rochelle
Bachelor of Science (B.S.), Business, Management
Gatfield Greenwich Associates, Inc. 2015 - Present
Merrill Lynch Wealth Management 2007 - 2014
Man Investments 2004 - 2006
VerticalCrossings.com, Inc. 2000 - 2003
Smyth Associates, Inc 1999 - 2000
Salomon Brothers 1985 - 1998
Skills
Equities, Investments, Asset Management, Fixed Income, Event Planning, Event Management, Securities, Portfolio Management, Financial Services, Banking, Finance, Business Manager, Relationship Management, Project Management, Hedge Funds, Administration, Investor Relations, Alternative Investments, Corporate Communications, Collateral Production, Strategy Development &..., Process Improvement, Digital Marketing, Website Content..., Marketing Collateral..., Editorial Process, Human Resources, Recruiting, Start-ups, Collateral Management, Fund of Funds, Investment Banking
Education
College of New Rochelle
Bachelor of Science (B.S.), Business, Management
Alejandro Russo's Merrill Lynch Wealth Management Experience December 2010 - February 2011
Job Internet Entrepreneur
Industry Internet
Experience
KLOOFF (Acquired) June 2012 - April 2015
SoyGourmet.com (Acquired) January 2009 - July 2011
Merrill Lynch Wealth Management December 2010 - February 2011
Celfin Capital December 2008 - February 2009
Skills
Entrepreneurship, Team Leadership, Financial Analysis, Cross-functional Team..., Investments, General Business..., Microsoft Office, Internet Entrepreneur, Entrepreneurial..., New Business Development, Business Strategy, Marketing Strategy, Business Planning, Venture Capital, E-commerce, Lean Startup, Start-ups, Business Modeling, Finance, Early-stage Startups, Strategy, Online Marketing, Latin America, Business Model..., Innovation Management, Strategic Planning, Social Media, Mobile Devices, Marketing, Spanish, English
Education
Universidad Adolfo Ibáñez 2011 — 2012
Master of Science (MS), Finance
Universidad Adolfo Ibáñez 2007 — 2010
Bachelor of Science (BS), Business/Managerial Economics
Santiago College 1998 — 2006
High School, Full IB Diploma
Palmetto Elementary School 1995 — 1998
Elementary School, Member of the Gifted Program (Odyssey)
KLOOFF (Acquired) June 2012 - April 2015
SoyGourmet.com (Acquired) January 2009 - July 2011
Merrill Lynch Wealth Management December 2010 - February 2011
Celfin Capital December 2008 - February 2009
Skills
Entrepreneurship, Team Leadership, Financial Analysis, Cross-functional Team..., Investments, General Business..., Microsoft Office, Internet Entrepreneur, Entrepreneurial..., New Business Development, Business Strategy, Marketing Strategy, Business Planning, Venture Capital, E-commerce, Lean Startup, Start-ups, Business Modeling, Finance, Early-stage Startups, Strategy, Online Marketing, Latin America, Business Model..., Innovation Management, Strategic Planning, Social Media, Mobile Devices, Marketing, Spanish, English
Education
Universidad Adolfo Ibáñez 2011 — 2012
Master of Science (MS), Finance
Universidad Adolfo Ibáñez 2007 — 2010
Bachelor of Science (BS), Business/Managerial Economics
Santiago College 1998 — 2006
High School, Full IB Diploma
Palmetto Elementary School 1995 — 1998
Elementary School, Member of the Gifted Program (Odyssey)
Zach Paul Zach Paul's Merrill Lynch Wealth Management Experience June 2012 - August 2012
Job Financial Analyst at Ford Motor Credit Company
Industry Financial Services
Experience
Ford Motor Credit Company June 2015 - Present
GLP & Associates May 2013 - August 2014
Fitness Training June 2013 - July 2014
Merrill Lynch Wealth Management June 2012 - August 2012
AZE Enterprises, Inc. May 2010 - August 2012
Skills
Asset Allocation, Microsoft Excel, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Word, PowerPoint, Stock Pitches, Mutual Funds
Education
Michigan State University 2010 — 2014
Bachelor's Degree, Finance, Eli Broad College of Business
Michigan State University Summer Study Abroad Business Program
Ford Motor Credit Company June 2015 - Present
GLP & Associates May 2013 - August 2014
Fitness Training June 2013 - July 2014
Merrill Lynch Wealth Management June 2012 - August 2012
AZE Enterprises, Inc. May 2010 - August 2012
Skills
Asset Allocation, Microsoft Excel, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Word, PowerPoint, Stock Pitches, Mutual Funds
Education
Michigan State University 2010 — 2014
Bachelor's Degree, Finance, Eli Broad College of Business
Michigan State University Summer Study Abroad Business Program
William Ng's Merrill Lynch Wealth Management Experience June 2012 - December 2012
Job Advisory Associate at KPMG US
Industry Financial Services
Experience
KPMG US - Risk Advisory August 2014 - Present
Academies for Social Entrepreneurship - Opportunity to Assets (OPTA) January 2014 - June 2014
The Walt Disney Company - International Accounting December 2012 - June 2013
Merrill Lynch - Wealth Management June 2012 - December 2012
TechCrunch - CrunchBase October 2011 - December 2012
UCLA Anderson School of Management - Global EMBA Program July 2012 - October 2012
Acacia Blue Asset Management April 2012 - June 2012
HighPoint Capital LLC - Real Estate Investment October 2011 - March 2012
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Business-Economics
KPMG US - Risk Advisory August 2014 - Present
Academies for Social Entrepreneurship - Opportunity to Assets (OPTA) January 2014 - June 2014
The Walt Disney Company - International Accounting December 2012 - June 2013
Merrill Lynch - Wealth Management June 2012 - December 2012
TechCrunch - CrunchBase October 2011 - December 2012
UCLA Anderson School of Management - Global EMBA Program July 2012 - October 2012
Acacia Blue Asset Management April 2012 - June 2012
HighPoint Capital LLC - Real Estate Investment October 2011 - March 2012
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Business-Economics
Matt Darah Matt Darah's Merrill Lynch Wealth Management Experience November 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management November 2013 - Present
FactSet Research Systems October 2012 - November 2013
Battelle Memorial Institute June 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Analysis, Data Analysis, Valuation, Economics, Accounting, Time Management, Finance, Leadership, Market Research
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Finance Major, Economics Minor
Merrill Lynch Wealth Management November 2013 - Present
FactSet Research Systems October 2012 - November 2013
Battelle Memorial Institute June 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Analysis, Data Analysis, Valuation, Economics, Accounting, Time Management, Finance, Leadership, Market Research
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Finance Major, Economics Minor
Sarah Lee Sarah Lee's Merrill Lynch Wealth Management Experience June 2012 - December 2012
Job Actuarial Analyst at Mercer
Industry Financial Services
Experience
Mercer June 2015 - Present
Social Sciences Computing at the School of Public Affairs June 2011 - March 2015
Mercer June 2014 - September 2014
Honey Punch, Inc. December 2013 - April 2014
Towers Watson June 2013 - September 2013
UCLARadio January 2013 - April 2013
Merrill Lynch Wealth Management June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Research, Teamwork, Social Media, Public Speaking, Event Planning, Customer Service, Facebook, Access, Accounting, English, Financial Reporting, Leadership
Education
University of California, Los Angeles 2010 — 2014
Bachelor's, Statistics
University of California, Los Angeles 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Statistics
Mercer June 2015 - Present
Social Sciences Computing at the School of Public Affairs June 2011 - March 2015
Mercer June 2014 - September 2014
Honey Punch, Inc. December 2013 - April 2014
Towers Watson June 2013 - September 2013
UCLARadio January 2013 - April 2013
Merrill Lynch Wealth Management June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Research, Teamwork, Social Media, Public Speaking, Event Planning, Customer Service, Facebook, Access, Accounting, English, Financial Reporting, Leadership
Education
University of California, Los Angeles 2010 — 2014
Bachelor's, Statistics
University of California, Los Angeles 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Statistics
Chris Sexton Chris Sexton's Merrill Lynch Wealth Management Experience April 2013 - October 2013
Job VP Institutional Trading at First Analysis Securities Corp
Industry Capital Markets
Experience
First Analysis Securities Corp May 2014 - Present
Cantor Fitzgerald October 2013 - April 2014
Merrill Lynch Wealth Management April 2013 - October 2013
Wedge Partners July 2006 - February 2013
Fulcrum Global Partners March 2002 - April 2003
Tucker Anthony Capital Markets (Cleary Gull) January 1998 - October 2001
ABN AMRO Chicago Corporation March 1996 - January 1998
Skills
Equities, Trading, Options, Equity Trading, Securities, Investments, Series 7, Hedge Funds, Series 63, Equity Research, FINRA, Alternative Investments, ETFs, Trading Systems, Bloomberg, Asset Management, Derivatives, Financial Markets, Institutional, Venture Capital, Private Equity, Commodity, Capital Markets, Stocks, Commodities, Series 66, Series 24, Series 55
Education
University of Iowa 1991 — 1993
Economics
Southern Illinois University, Carbondale 1990 — 1991
First Analysis Securities Corp May 2014 - Present
Cantor Fitzgerald October 2013 - April 2014
Merrill Lynch Wealth Management April 2013 - October 2013
Wedge Partners July 2006 - February 2013
Fulcrum Global Partners March 2002 - April 2003
Tucker Anthony Capital Markets (Cleary Gull) January 1998 - October 2001
ABN AMRO Chicago Corporation March 1996 - January 1998
Skills
Equities, Trading, Options, Equity Trading, Securities, Investments, Series 7, Hedge Funds, Series 63, Equity Research, FINRA, Alternative Investments, ETFs, Trading Systems, Bloomberg, Asset Management, Derivatives, Financial Markets, Institutional, Venture Capital, Private Equity, Commodity, Capital Markets, Stocks, Commodities, Series 66, Series 24, Series 55
Education
University of Iowa 1991 — 1993
Economics
Southern Illinois University, Carbondale 1990 — 1991
Jay Voigt's Merrill Lynch Wealth Management Experience July 2006 - December 2006
Job President of Omega Group International
Industry Food & Beverages
Experience
Omega Group International June 2009 - Present
Bev-Co Distribution February 2007 - July 2010
Merrill Lynch July 2009 - January 2010
Bev-Co February 2007 - May 2009
Frostshot Inc January 2006 - January 2007
Bankers Real Estate January 2005 - January 2007
Merrill Lynch Wealth Management July 2006 - December 2006
Steel Hector & Davis, LLP January 2000 - January 2005
Skills
Public Relations, Analysis, Management, CRM, Customer Service, Marketing Strategy, Accounts Payable, Sales, Inventory Management, Advertising, Sales Operations, Accounting, Microsoft Excel, Financial Analysis, Strategic Planning, Sales Management, Negotiation, New Business Development, Team Building, Business Strategy, Marketing, Budgets, Business Planning, Microsoft Office, Contract Negotiation
Education
Miami Dade College 2003 — 2007
Business Administration
Keystone National High School 1998 — 2002
High School Diploma
Belen
Omega Group International June 2009 - Present
Bev-Co Distribution February 2007 - July 2010
Merrill Lynch July 2009 - January 2010
Bev-Co February 2007 - May 2009
Frostshot Inc January 2006 - January 2007
Bankers Real Estate January 2005 - January 2007
Merrill Lynch Wealth Management July 2006 - December 2006
Steel Hector & Davis, LLP January 2000 - January 2005
Skills
Public Relations, Analysis, Management, CRM, Customer Service, Marketing Strategy, Accounts Payable, Sales, Inventory Management, Advertising, Sales Operations, Accounting, Microsoft Excel, Financial Analysis, Strategic Planning, Sales Management, Negotiation, New Business Development, Team Building, Business Strategy, Marketing, Budgets, Business Planning, Microsoft Office, Contract Negotiation
Education
Miami Dade College 2003 — 2007
Business Administration
Keystone National High School 1998 — 2002
High School Diploma
Belen
Sam Sjoberg Sam Sjoberg's Merrill Lynch Wealth Management Experience June 2010 - August 2010
Job Financial Analyst
Industry Financial Services
Experience
Related Companies September 2014 - Present
KPMG US October 2013 - September 2014
KPMG US September 2011 - September 2013
Merrill Lynch Wealth Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Investments, Fixed Income, Securitization, Cash Flow Modeling, Reverse Engineering, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance
Universitat Autònoma de Barcelona 2010 — 2010
Finance, Business and E-Commerce
Related Companies September 2014 - Present
KPMG US October 2013 - September 2014
KPMG US September 2011 - September 2013
Merrill Lynch Wealth Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Investments, Fixed Income, Securitization, Cash Flow Modeling, Reverse Engineering, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance
Universitat Autònoma de Barcelona 2010 — 2010
Finance, Business and E-Commerce
Brian McNiff Jr.'s Merrill Lynch Wealth Management Experience October 2013 - Present
Job Wealth Management Banker at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2013 - Present
Wells Fargo & Company April 2013 - October 2013
Citibank, N.A. 2011 - 2012
Merrill Lynch Wealth Management 2010 - 2011
Citi Smith Barney - Global Wealth Management 2007 - 2010
Citi Smith Barney - Global Wealth Management 2005 - 2007
Skills
Wealth Management, Credit, Loans, Banking, Investments, Series 7, Credit Analysis, Mortgage Lending, Private Banking, Small Business Lending, Credit Risk, Relationship Management
Education
University of Central Florida 2000 — 2005
Bachelor of Science (BS), Finance, General
Merrill Lynch Wealth Management October 2013 - Present
Wells Fargo & Company April 2013 - October 2013
Citibank, N.A. 2011 - 2012
Merrill Lynch Wealth Management 2010 - 2011
Citi Smith Barney - Global Wealth Management 2007 - 2010
Citi Smith Barney - Global Wealth Management 2005 - 2007
Skills
Wealth Management, Credit, Loans, Banking, Investments, Series 7, Credit Analysis, Mortgage Lending, Private Banking, Small Business Lending, Credit Risk, Relationship Management
Education
University of Central Florida 2000 — 2005
Bachelor of Science (BS), Finance, General
Randall DeVaney Randall DeVaney's Merrill Lynch Wealth Management Experience October 2005 - April 2009
Job VicePresident Investments, Financial Advisor at UBS Financial Services
Industry Banking
Experience
UBS Financial Services April 2009 - Present
Merrill Lynch Wealth Management October 2005 - April 2009
Morgan Stanley August 2001 - October 2005
Education
State University of New York College at Oswego 1997 — 2001
Bachelor of Science, Finance/Economics
Saratoga Springs High School
UBS Financial Services April 2009 - Present
Merrill Lynch Wealth Management October 2005 - April 2009
Morgan Stanley August 2001 - October 2005
Education
State University of New York College at Oswego 1997 — 2001
Bachelor of Science, Finance/Economics
Saratoga Springs High School
Elizabeth Bialy's Merrill Lynch Wealth Management Experience March 2010 - September 2012
Job Relationship Management | Client Services | Wealth Management
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2012 - September 2013
Merrill Lynch Wealth Management March 2010 - September 2012
Financial Women's Association January 2009 - April 2009
Citibank, NA, New York NY: 2007 - 2008
JPMorgan Chase, New York NY 2005 - 2007
PNC Bank, Princeton NJ 2004 - 2005
Wachovia Bank, Summit NJ 1996 - 2004
Skills
Commercial Banking, Banking, Small Business Lending, Cash Management, Credit, Series 7, Relationship Management, Portfolio Management, Commercial Lending, Loans, Financial Services, Small Business, Wealth Management, Mutual Funds, Sales, Capital Markets, Management, Leadership, Risk Management
Education
New York University 2008 — 2010
Diploma
Bank of America Merrill Lynch September 2012 - September 2013
Merrill Lynch Wealth Management March 2010 - September 2012
Financial Women's Association January 2009 - April 2009
Citibank, NA, New York NY: 2007 - 2008
JPMorgan Chase, New York NY 2005 - 2007
PNC Bank, Princeton NJ 2004 - 2005
Wachovia Bank, Summit NJ 1996 - 2004
Skills
Commercial Banking, Banking, Small Business Lending, Cash Management, Credit, Series 7, Relationship Management, Portfolio Management, Commercial Lending, Loans, Financial Services, Small Business, Wealth Management, Mutual Funds, Sales, Capital Markets, Management, Leadership, Risk Management
Education
New York University 2008 — 2010
Diploma
Erin McCarrick Erin McCarrick's Merrill Lynch Wealth Management Experience November 2013 - May 2014
Job Strategy Consulting. Business and Product Development
Industry Program Development
Experience
Strategy Consultant January 2015 - Present
University of San Francisco February 2015 - May 2015
Mendocino Magic May 2014 - August 2014
Merrill Lynch Wealth Management November 2013 - May 2014
Heidi for North Dakota April 2012 - February 2013
South Dakota Symphony Orchestra February 2011 - March 2012
South Dakota Democratic Party May 2009 - February 2011
Dakota Dogs April 2008 - November 2009
Skills
Community Outreach, Public Relations, Public Speaking, Social Media, Microsoft Office, Research, Fundraising, Customer Service, Nonprofits, Marketing, Politics, Strategy, Leadership, Strategic Planning, Management, Event Planning, Policy, Entrepreneurship, Public Policy
Education
University of San Francisco 2013 — 2015
Master of Business Administration (MBA), Entrepreneuership and Organizational Development
University of Colorado Boulder 1998 — 2003
Bachelor of Arts (BA), Political Science and Government
Foothill High School
Strategy Consultant January 2015 - Present
University of San Francisco February 2015 - May 2015
Mendocino Magic May 2014 - August 2014
Merrill Lynch Wealth Management November 2013 - May 2014
Heidi for North Dakota April 2012 - February 2013
South Dakota Symphony Orchestra February 2011 - March 2012
South Dakota Democratic Party May 2009 - February 2011
Dakota Dogs April 2008 - November 2009
Skills
Community Outreach, Public Relations, Public Speaking, Social Media, Microsoft Office, Research, Fundraising, Customer Service, Nonprofits, Marketing, Politics, Strategy, Leadership, Strategic Planning, Management, Event Planning, Policy, Entrepreneurship, Public Policy
Education
University of San Francisco 2013 — 2015
Master of Business Administration (MBA), Entrepreneuership and Organizational Development
University of Colorado Boulder 1998 — 2003
Bachelor of Arts (BA), Political Science and Government
Foothill High School
Francois Claude Francois Claude's Merrill Lynch Wealth Management Experience May 2011 - June 2011
Job Corporate Communications & Public Relations
Industry Public Relations and Communications
Experience
Charter Communications January 2014 - Present
Citigate Dewe Rogerson September 2012 - January 2014
Qatar Financial Centre Authority February 2013 - June 2013
Merrill Lynch Wealth Management May 2011 - June 2011
Skills
Public Relations, French, Web Design, Media Relations, Retail, Microsoft Office, Reputation Management, Corporate Communications, Financial Services, Marketing, Social Media, Strategic Communications, Photoshop, Crisis Communications, Gorkana, Factiva, Facebook
Education
University of Colorado at Boulder 2006 — 2012
Bachelor's Degree, Communication, Technology Arts and Media
Zurich International School 2003 — 2006
High School
Charter Communications January 2014 - Present
Citigate Dewe Rogerson September 2012 - January 2014
Qatar Financial Centre Authority February 2013 - June 2013
Merrill Lynch Wealth Management May 2011 - June 2011
Skills
Public Relations, French, Web Design, Media Relations, Retail, Microsoft Office, Reputation Management, Corporate Communications, Financial Services, Marketing, Social Media, Strategic Communications, Photoshop, Crisis Communications, Gorkana, Factiva, Facebook
Education
University of Colorado at Boulder 2006 — 2012
Bachelor's Degree, Communication, Technology Arts and Media
Zurich International School 2003 — 2006
High School
Gabrielle Lounds's Merrill Lynch Wealth Management Experience April 2014 - Present
Job
Industry Investment Management
Experience
Merrill Lynch Wealth Management April 2014 - Present
Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Equities, Asset Allocation, Private Equity, Wealth Management, Client Relations Skills, Valuation, Asset Management, Fixed Income, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Analytical Finance, Finance, International Business
Oberlin College 1994 — 1998
B.A., Mathematics
Merrill Lynch Wealth Management April 2014 - Present
Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Equities, Asset Allocation, Private Equity, Wealth Management, Client Relations Skills, Valuation, Asset Management, Fixed Income, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Analytical Finance, Finance, International Business
Oberlin College 1994 — 1998
B.A., Mathematics
Doran J. Adhami's Merrill Lynch Wealth Management Experience 1999 - 2005
Job CEO, Principal United Global Advisors, LLC (UGA)
Industry Financial Services
Experience
United Global Advisors, LLC (UGA) June 2013 - Present
Ace of Swords, LP November 2013 - Present
UBS Wealth Management 2005 - 2013
Merrill Lynch, Wealth Management 1999 - 2005
Education
University of California, Los Angeles 1991 — 1994
Bachelor of Arts (B.A.), Economics
United Global Advisors, LLC (UGA) June 2013 - Present
Ace of Swords, LP November 2013 - Present
UBS Wealth Management 2005 - 2013
Merrill Lynch, Wealth Management 1999 - 2005
Education
University of California, Los Angeles 1991 — 1994
Bachelor of Arts (B.A.), Economics
Donovan Laib's Merrill Lynch Wealth Management Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch Wealth Management January 2014 - Present
Honeywell International June 2003 - January 2014
Pro Staff July 1996 - June 2003
Skills
Finacial Planning, Investments, Finance, Hyperion Enterprise, Financial Analysis, Variance Analysis, Financial Reporting, Forecasting, Process Improvement, US GAAP, Accounting, Cross-functional Team..., Six Sigma, Hyperion, Sarbanes-Oxley Act, Leadership, Cost Accounting
Education
Minot State University 1991 — 1996
B.S., Accounting
Minot High School
Merrill Lynch Wealth Management January 2014 - Present
Honeywell International June 2003 - January 2014
Pro Staff July 1996 - June 2003
Skills
Finacial Planning, Investments, Finance, Hyperion Enterprise, Financial Analysis, Variance Analysis, Financial Reporting, Forecasting, Process Improvement, US GAAP, Accounting, Cross-functional Team..., Six Sigma, Hyperion, Sarbanes-Oxley Act, Leadership, Cost Accounting
Education
Minot State University 1991 — 1996
B.S., Accounting
Minot High School
Theresa Barrett's Merrill Lynch Wealth Management Experience May 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management May 2015 - Present
Exclusive Resorts June 2011 - May 2015
Exclusive Resorts December 2009 - June 2011
Exclusive Resorts June 2009 - December 2009
Exclusive Resorts November 2006 - June 2009
Dress for Success Worldwide 2008 - 2009
Brown Palace Hotel & Spa 2005 - 2006
Continuum Partners 2004 - 2005
The University Daily Kansan 2002 - 2003
Skills
Customer Service, Event Planning, Account Management, Event Management, Excel, Vacation Planning, Self-management, Critical Thinking, Decision Making, Research, Sales, Hospitality, Fundraising, Hotels, Hospitality Management, Marketing, Social Media Marketing, Marketing Strategy, Hospitality Industry, Social Media
Education
The University of Kansas 1999 — 2003
B.A. Science in Journalism and Mass Communications, Sales and Marketing
Merrill Lynch Wealth Management May 2015 - Present
Exclusive Resorts June 2011 - May 2015
Exclusive Resorts December 2009 - June 2011
Exclusive Resorts June 2009 - December 2009
Exclusive Resorts November 2006 - June 2009
Dress for Success Worldwide 2008 - 2009
Brown Palace Hotel & Spa 2005 - 2006
Continuum Partners 2004 - 2005
The University Daily Kansan 2002 - 2003
Skills
Customer Service, Event Planning, Account Management, Event Management, Excel, Vacation Planning, Self-management, Critical Thinking, Decision Making, Research, Sales, Hospitality, Fundraising, Hotels, Hospitality Management, Marketing, Social Media Marketing, Marketing Strategy, Hospitality Industry, Social Media
Education
The University of Kansas 1999 — 2003
B.A. Science in Journalism and Mass Communications, Sales and Marketing
Carrie Lally Clark's Merrill Lynch Wealth Management Experience December 2010 - September 2013
Job Certified Trust and Financial Advisor
Industry Financial Services
Experience
AAFMAA Wealth Management & Trust September 2013 - Present
Merrill Lynch Wealth Management December 2010 - September 2013
UBS Trust Company, NA September 2007 - November 2010
Wilmington Advisors August 2006 - September 2007
Skills
Wealth Management, Financial Services, Wealth Management..., Wealth, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Management, High Net Worth..., Financial Planners, Relationship Management, Financial Advisory, Building Relationships, Investments, Listening to customers, Trust Services, Estate Planning, Investment Management, Equities, Risk Management, Securities
Education
University of Delaware 1995 — 2002
Bachelor of Arts (B.A.), Education
AAFMAA Wealth Management & Trust September 2013 - Present
Merrill Lynch Wealth Management December 2010 - September 2013
UBS Trust Company, NA September 2007 - November 2010
Wilmington Advisors August 2006 - September 2007
Skills
Wealth Management, Financial Services, Wealth Management..., Wealth, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Management, High Net Worth..., Financial Planners, Relationship Management, Financial Advisory, Building Relationships, Investments, Listening to customers, Trust Services, Estate Planning, Investment Management, Equities, Risk Management, Securities
Education
University of Delaware 1995 — 2002
Bachelor of Arts (B.A.), Education
Chris Russak's Merrill Lynch Wealth Management Experience February 1995 - Present
Job First Vice President/Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management February 1995 - Present
Skills
Business Development, Retirement Planning, Risk Management, Strategic Planning, Series 7, Strategy, Strategic Financial..., Investments, Wealth Management
Education
United States Naval Academy 1979 — 1983
Merrill Lynch Wealth Management February 1995 - Present
Skills
Business Development, Retirement Planning, Risk Management, Strategic Planning, Series 7, Strategy, Strategic Financial..., Investments, Wealth Management
Education
United States Naval Academy 1979 — 1983
Brett Minogue's Merrill Lynch Wealth Management Experience December 2007 - Present
Job Director, Internal Sales & Planning Solutions at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management December 2007 - Present
Bank of America September 2005 - December 2007
John Hancock Financial Network/Signator Investors October 2000 - September 2005
Freedom Capital Management 1998 - 2000
Skills
Series 63, Series 7, Retirement Planning, FINRA, Asset Allocation, Insurance, Wealth Management, Securities, Mutual Funds, Variable Annuities, Separately Managed..., Series 6, Alternative Investments, Investment Advisory, Investments
Education
University of Connecticut
BA
Merrill Lynch Wealth Management December 2007 - Present
Bank of America September 2005 - December 2007
John Hancock Financial Network/Signator Investors October 2000 - September 2005
Freedom Capital Management 1998 - 2000
Skills
Series 63, Series 7, Retirement Planning, FINRA, Asset Allocation, Insurance, Wealth Management, Securities, Mutual Funds, Variable Annuities, Separately Managed..., Series 6, Alternative Investments, Investment Advisory, Investments
Education
University of Connecticut
BA
Kevin McCann, CAIA's Merrill Lynch Wealth Management Experience October 2010 - Present
Job Vice President, Senior Operational Due Diligence Analyst / Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2010 - Present
Citi September 2004 - March 2012
Goldman Sachs 2000 - 2004
Bear Stearns 1998 - 2000
Bankers Trust 1996 - 1998
Skills
Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Clarkstown South High School 1987 — 1991
Merrill Lynch Wealth Management October 2010 - Present
Citi September 2004 - March 2012
Goldman Sachs 2000 - 2004
Bear Stearns 1998 - 2000
Bankers Trust 1996 - 1998
Skills
Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Clarkstown South High School 1987 — 1991
Frank Granizo's Merrill Lynch Wealth Management Experience January 2000 - Present
Job First Vice President Wealth Management, Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management January 2000 - Present
Skills
Financial Services, Asset Allocation, Alternative Investments, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies
Education
New York University - SCPS
Certificate in Financial Planning
University of Delaware 1988 — 1993
BS - Business Administration, Finance
Commack High School South 1984 — 1988
Merrill Lynch Wealth Management January 2000 - Present
Skills
Financial Services, Asset Allocation, Alternative Investments, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies
Education
New York University - SCPS
Certificate in Financial Planning
University of Delaware 1988 — 1993
BS - Business Administration, Finance
Commack High School South 1984 — 1988
Amy Oswald's Merrill Lynch Wealth Management Experience December 2009 - June 2012
Job Consumer Direct Mortgage Specialist NMLS # 940535 at Suntrust Mortgage
Industry Insurance
Experience
Suntrust Mortgage November 2014 - Present
MetLife June 2014 - October 2014
Bank of America July 2012 - June 2014
Merrill Lynch Wealth Management December 2009 - June 2012
Bank of America February 2009 - December 2009
Bank of America August 2008 - March 2009
Banc of America Investments November 2007 - August 2008
Banc of America Investment Services Inc. February 2006 - November 2007
E*TRADE Financial November 2005 - February 2006
Delinquency Servicing Unit Leader 1995 - 2005
Skills
Series 7, Series 63, Coaching, Call Center, Investments, Mortgage Lending, Mortgage Servicing, Retail Brokerage, Residential Mortgages, Outstanding Customer..., Call Centers, Financial Services, Mutual Funds, Finance, Options, Equities, Customer Service, Trading, Wealth Management, Banking, Retirement Planning, Credit, Loans, Portfolio Management, Securities, Credit Analysis, FHA, Mortgage Banking, Consumer Lending
Education
State University of New York College at Buffalo 1991 — 1996
Bachelor of Science, Business Studies
Suntrust Mortgage November 2014 - Present
MetLife June 2014 - October 2014
Bank of America July 2012 - June 2014
Merrill Lynch Wealth Management December 2009 - June 2012
Bank of America February 2009 - December 2009
Bank of America August 2008 - March 2009
Banc of America Investments November 2007 - August 2008
Banc of America Investment Services Inc. February 2006 - November 2007
E*TRADE Financial November 2005 - February 2006
Delinquency Servicing Unit Leader 1995 - 2005
Skills
Series 7, Series 63, Coaching, Call Center, Investments, Mortgage Lending, Mortgage Servicing, Retail Brokerage, Residential Mortgages, Outstanding Customer..., Call Centers, Financial Services, Mutual Funds, Finance, Options, Equities, Customer Service, Trading, Wealth Management, Banking, Retirement Planning, Credit, Loans, Portfolio Management, Securities, Credit Analysis, FHA, Mortgage Banking, Consumer Lending
Education
State University of New York College at Buffalo 1991 — 1996
Bachelor of Science, Business Studies
Gary Sorrels's Merrill Lynch Wealth Management Experience 2009 - 2010
Job Vice President & Business Banking Relationship Manager at Regions Bank
Industry Banking
Experience
Regions Bank July 2015 - Present
Prosperity Bank April 2013 - July 2015
BBVA Compass Wealth Management 2010 - 2013
Merrill Lynch Wealth Management 2009 - 2010
Bank of America Premier Banking & Investments 1997 - 2009
Skills
Wealth Management, Portfolio Management, Investments, Banking, Strategic Financial..., Consumer Lending, Estate Planning, Investment Management, Credit Analysis, Commercial Banking, Insurance, Wealth, Commercial Lending, Loans, Financial Analysis, Finance, Small Business Lending, Private Banking, Mortgage Lending, Financial Services, Business Loans, Credit, Customer Service, Customer Retention, Customer Acquisition, Manage Client..., Relationship Management, Underwriting, Financial Advisory, Loan Origination, Financial Planning
Education
Texas A&M University 1984 — 1989
BS, Economics
Tyler Junior College 1984 — 1986
Associate's Degree, Business
Regions Bank July 2015 - Present
Prosperity Bank April 2013 - July 2015
BBVA Compass Wealth Management 2010 - 2013
Merrill Lynch Wealth Management 2009 - 2010
Bank of America Premier Banking & Investments 1997 - 2009
Skills
Wealth Management, Portfolio Management, Investments, Banking, Strategic Financial..., Consumer Lending, Estate Planning, Investment Management, Credit Analysis, Commercial Banking, Insurance, Wealth, Commercial Lending, Loans, Financial Analysis, Finance, Small Business Lending, Private Banking, Mortgage Lending, Financial Services, Business Loans, Credit, Customer Service, Customer Retention, Customer Acquisition, Manage Client..., Relationship Management, Underwriting, Financial Advisory, Loan Origination, Financial Planning
Education
Texas A&M University 1984 — 1989
BS, Economics
Tyler Junior College 1984 — 1986
Associate's Degree, Business
Jennifer Kang's Merrill Lynch Wealth Management Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch Pierce Fenner & Smith
Industry Financial Services
Experience
Merrill Lynch, Wealth Management January 2012 - Present
Merrill Edge September 2010 - January 2012
Merrill Lynch August 2009 - September 2010
Merrill Lynch December 2006 - February 2009
Skills
Series 7, Series 66, Insurance, Financial Planning
Education
University of Hawaii - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Narbonne High School 1997 — 2001
Merrill Lynch, Wealth Management January 2012 - Present
Merrill Edge September 2010 - January 2012
Merrill Lynch August 2009 - September 2010
Merrill Lynch December 2006 - February 2009
Skills
Series 7, Series 66, Insurance, Financial Planning
Education
University of Hawaii - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Narbonne High School 1997 — 2001
Edwin Warren's Merrill Lynch Wealth Management Experience June 2015 - Present
Job Vice President, PMD Financial Advisor Trainee at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management June 2015 - Present
Bank of America April 2010 - June 2015
Bank of America April 2005 - April 2010
Bank of America June 2000 - June 2004
Skills
Banking, Mortgage Lending, Risk Management, Retail Banking, Investments, Loans, Financial Services, Compliance, Customer Service, Team Leadership, Leadership Development, Recruiting, Product Innovation, Innovation, Budgets, Sales Management, Sales Operations, Credit Cards, Commercial Banking, Commercial Lending, Credit, Management, Small Business Lending, Credit Risk, Accounting, Credit Analysis
Education
Morehouse College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, Class of 2004
Merrill Lynch Wealth Management June 2015 - Present
Bank of America April 2010 - June 2015
Bank of America April 2005 - April 2010
Bank of America June 2000 - June 2004
Skills
Banking, Mortgage Lending, Risk Management, Retail Banking, Investments, Loans, Financial Services, Compliance, Customer Service, Team Leadership, Leadership Development, Recruiting, Product Innovation, Innovation, Budgets, Sales Management, Sales Operations, Credit Cards, Commercial Banking, Commercial Lending, Credit, Management, Small Business Lending, Credit Risk, Accounting, Credit Analysis
Education
Morehouse College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, Class of 2004
Denis Roubinet's Merrill Lynch Wealth Management Experience May 2007 - August 2007
Job Experienced Business Development Manager, Sales Executive & Account Manager
Industry Marketing and Advertising
Experience
Sports Merchandise Global Ltd July 2012 - July 2013
ODM Group March 2011 - June 2012
Diamant Bleu - Paris September 2010 - February 2011
MSR International February 2009 - August 2009
NICFEC "Neutral and Impartial Committee for Free and Fair Elections in Cambodia" June 2008 - August 2008
Merrill Lynch - Wealth Management May 2007 - August 2007
Neurones SA June 2006 - August 2006
Skills
Online Marketing, Negotiation, Management, International Relations, Budgets, Analysis, Marketing Strategy, Entrepreneurship, Business Strategy, Spanish, Business Development, French, New Business Development, Strategic Planning, Market Analysis, Market Research, Strategy, International Business, Mobile Devices, International Sales, Marketing Management
Education
McGill University 2005 — 2009
Bachelor of Commerce - Major General Management, Concentrations: Entrepreneurship / International Business / Business Strategy
Sichuan University 2011 — 2012
Intensive Beginners Mandarin
EABJM 1990 — 2005
International Baccalaureate (IBO)
Sports Merchandise Global Ltd July 2012 - July 2013
ODM Group March 2011 - June 2012
Diamant Bleu - Paris September 2010 - February 2011
MSR International February 2009 - August 2009
NICFEC "Neutral and Impartial Committee for Free and Fair Elections in Cambodia" June 2008 - August 2008
Merrill Lynch - Wealth Management May 2007 - August 2007
Neurones SA June 2006 - August 2006
Skills
Online Marketing, Negotiation, Management, International Relations, Budgets, Analysis, Marketing Strategy, Entrepreneurship, Business Strategy, Spanish, Business Development, French, New Business Development, Strategic Planning, Market Analysis, Market Research, Strategy, International Business, Mobile Devices, International Sales, Marketing Management
Education
McGill University 2005 — 2009
Bachelor of Commerce - Major General Management, Concentrations: Entrepreneurship / International Business / Business Strategy
Sichuan University 2011 — 2012
Intensive Beginners Mandarin
EABJM 1990 — 2005
International Baccalaureate (IBO)
Marcantonio Tecchio's Merrill Lynch Wealth Management Experience May 1997 - Present
Job Senior Vice President Investments International Financial Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management May 1997 - Present
Education
Princeton University 1976 — 1980
AB, Politics
Aiglon College
Merrill Lynch Wealth Management May 1997 - Present
Education
Princeton University 1976 — 1980
AB, Politics
Aiglon College
Peggy Strickhart McClain's Merrill Lynch Wealth Management Experience May 2015 - Present
Job CA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management May 2015 - Present
Cantor Fitzgerald February 2007 - December 2014
Skills
Investments, Series 7, Trading
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Merrill Lynch Wealth Management May 2015 - Present
Cantor Fitzgerald February 2007 - December 2014
Skills
Investments, Series 7, Trading
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Michael A. Grisaffi's Merrill Lynch Wealth Management Experience April 2015 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2015 - Present
Education
Southern Methodist University
Philosphy
Merrill Lynch Wealth Management April 2015 - Present
Education
Southern Methodist University
Philosphy
Pia Domineke Meyer's Merrill Lynch Wealth Management Experience April 2011 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2011 - Present
Edward Jones Investments 2004 - April 2011
US Bank 2000 - 2004
Bank of america 1997 - 2000
Skills
Customer Relations, Microsoft Office, Administration, Customer Service, Problem Solving, Managerial, Customer Retention, Conflict Resolution, Selling, Sales, Recruiting, System Administration, Time Management, Management, Outlook, Insurance, Payroll, Human Resources, Public Speaking, CRM, Strategic Planning
Education
Portland Community College 2004 — 2009
Associates, Science
Spokane Falls Community College 1996 — 1996
Merrill Lynch Wealth Management April 2011 - Present
Edward Jones Investments 2004 - April 2011
US Bank 2000 - 2004
Bank of america 1997 - 2000
Skills
Customer Relations, Microsoft Office, Administration, Customer Service, Problem Solving, Managerial, Customer Retention, Conflict Resolution, Selling, Sales, Recruiting, System Administration, Time Management, Management, Outlook, Insurance, Payroll, Human Resources, Public Speaking, CRM, Strategic Planning
Education
Portland Community College 2004 — 2009
Associates, Science
Spokane Falls Community College 1996 — 1996
James (Jim) W. Curtis's Merrill Lynch Wealth Management Experience October 2010 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2010 - Present
Bank of America January 1988 - March 2006
Mellon Bank January 1986 - December 1987
Girard Bank July 1975 - December 1985
Broad Street National Bank October 1973 - June 1975
Education
Rider University 1983 — 1986
MBA, Finance
Rider University 1969 — 1973
BS-Commerce, Finance
Merrill Lynch Wealth Management October 2010 - Present
Bank of America January 1988 - March 2006
Mellon Bank January 1986 - December 1987
Girard Bank July 1975 - December 1985
Broad Street National Bank October 1973 - June 1975
Education
Rider University 1983 — 1986
MBA, Finance
Rider University 1969 — 1973
BS-Commerce, Finance
Philip DeSanto, JD, CSNA's Merrill Lynch Wealth Management Experience October 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Smith Barney May 2011 - September 2012
Payne & Associates July 2007 - May 2011
Skills
Estate Planning, Securities, Mutual Funds, Wealth Management, Investments, Retirement Planning, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, 401k, IRAs, Alternative Investments, Financial Advisory, Trading, Credit, Financial Services, Portfolio Management, Due Diligence, Asset Managment, Mergers & Acquisitions, Private Equity, Small Business, Financial Analysis, Venture Capital, Risk Management, Finance, Loans, Banking, Executive Management, Real Estate, Financial Planning
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Northeastern University
BS/BA, Finance
Tufts University
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Smith Barney May 2011 - September 2012
Payne & Associates July 2007 - May 2011
Skills
Estate Planning, Securities, Mutual Funds, Wealth Management, Investments, Retirement Planning, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, 401k, IRAs, Alternative Investments, Financial Advisory, Trading, Credit, Financial Services, Portfolio Management, Due Diligence, Asset Managment, Mergers & Acquisitions, Private Equity, Small Business, Financial Analysis, Venture Capital, Risk Management, Finance, Loans, Banking, Executive Management, Real Estate, Financial Planning
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Northeastern University
BS/BA, Finance
Tufts University
Barbra Kocsis's Merrill Lynch Wealth Management Experience May 1999 - Present
Job Director at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch Wealth Management May 1999 - Present
DPM Mellon May 1992 - May 1999
Derivatives Portfolio Management 1992 - 1999
Coopers & Lybrand September 1988 - February 1992
Skills
Alternative Investments, Hedge Funds, Management
Education
Monmouth University 1984 — 1988
BS, Business Accounting
Merrill Lynch Wealth Management May 1999 - Present
DPM Mellon May 1992 - May 1999
Derivatives Portfolio Management 1992 - 1999
Coopers & Lybrand September 1988 - February 1992
Skills
Alternative Investments, Hedge Funds, Management
Education
Monmouth University 1984 — 1988
BS, Business Accounting
Robert Pik's Merrill Lynch Wealth Management Experience 2011 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management 2011 - Present
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement, Financial Advisory, Financial Services, Investment Management, Insurance, Finance, Wealth, Investment Banking, Capital Markets, Employee Benefits, Leadership, Personal Finance, Succession Planning, Health Insurance, Series 7, Asset Allocation, Investments
Education
The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1982
BS, Economics, Finance
Merrill Lynch Wealth Management 2011 - Present
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement, Financial Advisory, Financial Services, Investment Management, Insurance, Finance, Wealth, Investment Banking, Capital Markets, Employee Benefits, Leadership, Personal Finance, Succession Planning, Health Insurance, Series 7, Asset Allocation, Investments
Education
The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1982
BS, Economics, Finance
Leslie Gabbard's Merrill Lynch Wealth Management Experience April 2005 - June 2013
Job Ameriprise Financial Advisor at Westlake, Grahl, and Glover
Industry Financial Services
Experience
Westlake, Grahl, and Glover June 2013 - Present
Merrill Lynch Wealth Management April 2005 - June 2013
Smith Barney January 1995 - April 2005
Education
Saint Mary's College of California 1984 — 1986
B/A, Business Administration
Westlake, Grahl, and Glover June 2013 - Present
Merrill Lynch Wealth Management April 2005 - June 2013
Smith Barney January 1995 - April 2005
Education
Saint Mary's College of California 1984 — 1986
B/A, Business Administration
Dianne Paroubek's Merrill Lynch Wealth Management Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Wealth Management August 2007 - Present
Education
Northwestern University
Bachelor of Arts (BA)
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Merrill Lynch Wealth Management August 2007 - Present
Education
Northwestern University
Bachelor of Arts (BA)
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Daniel Cyrulik's Merrill Lynch Wealth Management Experience March 2009 - April 2011
Job VP, Resident Manager
Industry Banking
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch Wealth Management March 2009 - April 2011
Skills
Series 7, Wealth Management, Credit, Series 63, Loans, Series 24, Private Banking, Series 66
Education
University of Connecticut 1988 — 1992
BS, Business Administration
Merrill Lynch April 2011 - Present
Merrill Lynch Wealth Management March 2009 - April 2011
Skills
Series 7, Wealth Management, Credit, Series 63, Loans, Series 24, Private Banking, Series 66
Education
University of Connecticut 1988 — 1992
BS, Business Administration
Reinaldo Izumi's Merrill Lynch Wealth Management Experience April 2012 - July 2013
Job Financial Advisor at BancWest Investment Services / BNP Paribas Group
Industry Financial Services
Experience
BancWest Investment Services / BNP Paribas Group January 2015 - Present
AXA US September 2013 - August 2014
Merrill Lynch Wealth Management April 2012 - July 2013
GUARDIAN LIFE INSURANCE CO. OF AMERICA December 1999 - April 2009
TBG Financial 2003 - 2004
California Bank & Trust January 1996 - December 1999
BANK OF AMERICA January 1994 - January 1996
CALIFORNIA CENTRAL TRUST BANK March 1989 - November 1993
Skills
Insurance, 401k, Investments, Administration, IRA's, Plan Design, Income Properties, Roth IRA, Investment Selection, Dental, Wealth Management, Retirement Planning, Pensions, Retirement, Employee Benefits, Portfolio Management, Customer Relations, Defined Benefit, Disability Insurance, Insurance Planning, Banking, Investment Advisory, Mutual Funds, Fixed Income, Financial Planning, Asset Management, Financial Advisory, Asset Allocation, IRAs, Business Planning, Fixed Annuities, Series 7, Equities, Life Insurance
Education
University of California, Irvine 2001 — 2003
Financial Planning
Southern Illinois University, Carbondale 1980 — 1983
Finance
EconomicsLouisiana State University
EconomicsUniversity of Illinois
Liberal ArtsCollege of DuPage
BancWest Investment Services / BNP Paribas Group January 2015 - Present
AXA US September 2013 - August 2014
Merrill Lynch Wealth Management April 2012 - July 2013
GUARDIAN LIFE INSURANCE CO. OF AMERICA December 1999 - April 2009
TBG Financial 2003 - 2004
California Bank & Trust January 1996 - December 1999
BANK OF AMERICA January 1994 - January 1996
CALIFORNIA CENTRAL TRUST BANK March 1989 - November 1993
Skills
Insurance, 401k, Investments, Administration, IRA's, Plan Design, Income Properties, Roth IRA, Investment Selection, Dental, Wealth Management, Retirement Planning, Pensions, Retirement, Employee Benefits, Portfolio Management, Customer Relations, Defined Benefit, Disability Insurance, Insurance Planning, Banking, Investment Advisory, Mutual Funds, Fixed Income, Financial Planning, Asset Management, Financial Advisory, Asset Allocation, IRAs, Business Planning, Fixed Annuities, Series 7, Equities, Life Insurance
Education
University of California, Irvine 2001 — 2003
Financial Planning
Southern Illinois University, Carbondale 1980 — 1983
Finance
EconomicsLouisiana State University
EconomicsUniversity of Illinois
Liberal ArtsCollege of DuPage
Craig Jantz's Merrill Lynch Wealth Management Experience 2012 - Present
Job Financial Adviser Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management 2012 - Present
Dinosaur Securities LLC January 2008 - September 2012
Prebon Yamane October 2001 - January 2008
Cantor Fitzgerald January 1998 - September 2001
Bank of America Merrill Lynch 1974 - 1994
Skills
Trading, Retail, Investments, Customer Relations, Risk, Mortgage, Series 7, Fixed Income, Capital Markets, Commodities, Compliance, Brokerage, Bloomberg, Bonds, Series 63, series 8, series 99, dealer sales, Institutional sales, mortgaged backed..., corporate bond trading, Proprietary Trading, Trading Desk Manager, Mortgage Lending, MBS, Financial Adviser..., series 66, Life Insurance and..., Options, Hedge Funds, FINRA, Alternative Investments
Education
St Johns University 1981 — 1983
Economics
University of Delaware 1973 — 1974
Economics
Wagner College 1969 — 1973
B.S., Education and Psychology
Merrill Lynch Wealth Management 2012 - Present
Dinosaur Securities LLC January 2008 - September 2012
Prebon Yamane October 2001 - January 2008
Cantor Fitzgerald January 1998 - September 2001
Bank of America Merrill Lynch 1974 - 1994
Skills
Trading, Retail, Investments, Customer Relations, Risk, Mortgage, Series 7, Fixed Income, Capital Markets, Commodities, Compliance, Brokerage, Bloomberg, Bonds, Series 63, series 8, series 99, dealer sales, Institutional sales, mortgaged backed..., corporate bond trading, Proprietary Trading, Trading Desk Manager, Mortgage Lending, MBS, Financial Adviser..., series 66, Life Insurance and..., Options, Hedge Funds, FINRA, Alternative Investments
Education
St Johns University 1981 — 1983
Economics
University of Delaware 1973 — 1974
Economics
Wagner College 1969 — 1973
B.S., Education and Psychology
Daniel Grimes's Merrill Lynch Wealth Management Experience December 2002 - Present
Job Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management December 2002 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Investment Management, Wealth Management..., Strategic Financial..., 401k, Series 24, Series 65, Business Development, Business Strategy, Securities, Series 7, Strategic Planning, Venture Capital
Education
University of California, Davis 1983 — 1987
Bachelor's degree, Business/Managerial Economics
Merrill Lynch Wealth Management December 2002 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Investment Management, Wealth Management..., Strategic Financial..., 401k, Series 24, Series 65, Business Development, Business Strategy, Securities, Series 7, Strategic Planning, Venture Capital
Education
University of California, Davis 1983 — 1987
Bachelor's degree, Business/Managerial Economics
Joe Fishel's Merrill Lynch Wealth Management Experience February 2010 - September 2012
Job 10b51 Plan Group at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
Merrill Lynch Wealth Management February 2010 - September 2012
Wachovia Capital Markets January 2003 - May 2009
Folger Nolan Fleming Douglas January 2000 - January 2002
Skills
Restricted Stock, 10b5-1 Plans, Section 16, Employee Stock Options, Equity Trading, Block Trading, Securities Lending, Share Repurchase, Rule 144, Trading, Equities, Series 7, Wealth Management, Investments
Education
Towson University
BS, Sports Management
UBS Wealth Management January 2014 - Present
Merrill Lynch Wealth Management February 2010 - September 2012
Wachovia Capital Markets January 2003 - May 2009
Folger Nolan Fleming Douglas January 2000 - January 2002
Skills
Restricted Stock, 10b5-1 Plans, Section 16, Employee Stock Options, Equity Trading, Block Trading, Securities Lending, Share Repurchase, Rule 144, Trading, Equities, Series 7, Wealth Management, Investments
Education
Towson University
BS, Sports Management
Jason Kabaker's Merrill Lynch Wealth Management Experience September 2011 - December 2011
Job Account Executive at Partender
Industry Accounting
Experience
Partender February 2014 - Present
MiniTime September 2013 - February 2014
RedLight Special Events & Promotions May 2013 - December 2013
Battlefy September 2012 - August 2013
Northwestern Mutual Financial Network January 2012 - August 2012
Merrill Lynch Wealth Management September 2011 - December 2011
PricewaterhouseCoopersLos Angeles June 2010 - August 2010
Camp Alonim January 2007 - January 2009
Skills
PowerPoint, Microsoft Excel, Marketing Strategy, Research, Social Media, Event Planning, Business Development, Leadership, Facebook, Sales, Marketing, Event Management, Management, Advertising, Social Media Marketing, Microsoft Word, CRM, Social Networking, Customer Service, Entrepreneurship, Business Strategy
Education
Pitzer College 2007 — 2011
Bachelors, Economics-Accounting
Stanford University Graduate School of Business 2011 — 2011
Summer Institute for General Managemenet
Partender February 2014 - Present
MiniTime September 2013 - February 2014
RedLight Special Events & Promotions May 2013 - December 2013
Battlefy September 2012 - August 2013
Northwestern Mutual Financial Network January 2012 - August 2012
Merrill Lynch Wealth Management September 2011 - December 2011
PricewaterhouseCoopersLos Angeles June 2010 - August 2010
Camp Alonim January 2007 - January 2009
Skills
PowerPoint, Microsoft Excel, Marketing Strategy, Research, Social Media, Event Planning, Business Development, Leadership, Facebook, Sales, Marketing, Event Management, Management, Advertising, Social Media Marketing, Microsoft Word, CRM, Social Networking, Customer Service, Entrepreneurship, Business Strategy
Education
Pitzer College 2007 — 2011
Bachelors, Economics-Accounting
Stanford University Graduate School of Business 2011 — 2011
Summer Institute for General Managemenet
Charles Wurster's Merrill Lynch Wealth Management Experience July 2011 - Present
Job Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management July 2011 - Present
UBS Financial Services January 2002 - June 2011
H & R Block Financial Advisors May 1996 - January 2002
Skills
Cross-functional Team..., Equities, Finance, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Northern Illinois University 1993 — 1996
Bachelor of Science, Finance
Merrill Lynch Wealth Management July 2011 - Present
UBS Financial Services January 2002 - June 2011
H & R Block Financial Advisors May 1996 - January 2002
Skills
Cross-functional Team..., Equities, Finance, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Northern Illinois University 1993 — 1996
Bachelor of Science, Finance
Marybeth Swisher's Merrill Lynch Wealth Management Experience 2011 - February 2011
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Jordan Fattal's Merrill Lynch Wealth Management Experience January 2006 - Present
Job Sales Representative/Marketing Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Merrill Lynch Wealth Management January 2006 - Present
ASUC SUPERB September 2008 - January 2010
Busboy, Food Runner at Barney's Beanery July 2005 - August 2008
prestigious sports bar/restaurant March 2007 - June 2007
Education
University of California, Berkeley 2007 — 2011
Bachelor's, International Business, Technology Industries
High School at Montclair College Preparatory
University of California, Berkeley International Business & Technology Industries
Merrill Lynch June 2010 - Present
Merrill Lynch Wealth Management January 2006 - Present
ASUC SUPERB September 2008 - January 2010
Busboy, Food Runner at Barney's Beanery July 2005 - August 2008
prestigious sports bar/restaurant March 2007 - June 2007
Education
University of California, Berkeley 2007 — 2011
Bachelor's, International Business, Technology Industries
High School at Montclair College Preparatory
University of California, Berkeley International Business & Technology Industries
Anna Clyde Malone's Merrill Lynch Wealth Management Experience April 2011 - January 2013
Job Regions Bank Financial Consultant
Industry Financial Services
Experience
Regions Financial Corporation April 2013 - Present
Merrill Lynch Wealth Management April 2011 - January 2013
Bridge Wealth Management August 2010 - March 2011
T.B. Butler Publishing Co 2004 - 2010
Skills
Investments, Financial Services, Insurance, Securities, 401k, Budgets, Financial Analysis, Investment Management, Portfolio Management, Series 7, Finance, Wealth Management, Retirement Planning
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1999
BBA, FINANCE
Regions Financial Corporation April 2013 - Present
Merrill Lynch Wealth Management April 2011 - January 2013
Bridge Wealth Management August 2010 - March 2011
T.B. Butler Publishing Co 2004 - 2010
Skills
Investments, Financial Services, Insurance, Securities, 401k, Budgets, Financial Analysis, Investment Management, Portfolio Management, Series 7, Finance, Wealth Management, Retirement Planning
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1999
BBA, FINANCE
Tom Weisenfels's Merrill Lynch Wealth Management Experience President, OwnerOptimal YachtsJune 2005 - December 2008
Job Sr. VPInvestments, WMA, CFP(r), CRPC(r), CFM, CSNA at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management President, OwnerOptimal YachtsJune 2005 - December 2008
Education
United States Military Academy at West Point 1985 — 1989
B.S., Engineering & Business Management
Merrill Lynch Wealth Management President, OwnerOptimal YachtsJune 2005 - December 2008
Education
United States Military Academy at West Point 1985 — 1989
B.S., Engineering & Business Management
Blake Namerow's Merrill Lynch Wealth Management Experience May 2011 - August 2011
Job Student at The George Washington University School of Business
Industry Law Practice
Experience
Connecticut Democratic Party May 2014 - August 2014
Lawyers Without Borders May 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Westlaw, LexisNexis, Bloomberg, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Data Analysis, Valuation, Research, Economics
Education
The George Washington University Law School 2013 — 2016
Juris Doctor (J.D.)
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The George Washington University 2009 — 2013
Minors, Economics, Psychology
Connecticut Democratic Party May 2014 - August 2014
Lawyers Without Borders May 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Westlaw, LexisNexis, Bloomberg, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Data Analysis, Valuation, Research, Economics
Education
The George Washington University Law School 2013 — 2016
Juris Doctor (J.D.)
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The George Washington University 2009 — 2013
Minors, Economics, Psychology
Arash Malekahmadi's Merrill Lynch Wealth Management Experience May 2010 - August 2010
Job Senior Business Analyst at Cymer
Industry Electrical/Electronic Manufacturing
Experience
Cymer May 2014 - Present
Cymer January 2014 - May 2014
Cymer July 2012 - January 2014
Merrill Lynch Wealth Management May 2010 - August 2010
Arj Home Appliance Mfg. Co September 2001 - September 2003
Skills
Microsoft Office, Photography, Financial Analysis, Finance, Equities, Valuation, Data Analysis, Investments, Portfolio Management, Analysis, Microsoft Excel, Business Analysis, Corporate Finance, Sales, Salesforce.com, Management, Forecasting, PowerPoint, Project Management
Education
San Diego State University-California State University 2009 — 2011
Business Administration, Finance, 3.92
Tehran Azad University, Central Branch
Mechanical Engineering
Cymer May 2014 - Present
Cymer January 2014 - May 2014
Cymer July 2012 - January 2014
Merrill Lynch Wealth Management May 2010 - August 2010
Arj Home Appliance Mfg. Co September 2001 - September 2003
Skills
Microsoft Office, Photography, Financial Analysis, Finance, Equities, Valuation, Data Analysis, Investments, Portfolio Management, Analysis, Microsoft Excel, Business Analysis, Corporate Finance, Sales, Salesforce.com, Management, Forecasting, PowerPoint, Project Management
Education
San Diego State University-California State University 2009 — 2011
Business Administration, Finance, 3.92
Tehran Azad University, Central Branch
Mechanical Engineering
Jerry Bonura's Merrill Lynch Wealth Management Experience June 2012 - August 2012
Job Financial Consultant at Laidlaw & Company Ltd
Industry Financial Services
Experience
Laidlaw & Company Ltd August 2013 - Present
BDBG Marketing Group May 2012 - Present
The Chance Complex September 2012 - March 2013
Ian Magid Group 2011 - 2013
Merrill Lynch Wealth Management June 2012 - August 2012
Bull and Buddha LLC October 2011 - May 2012
NightGiant September 2010 - May 2011
Tradition North AmericaJuly 2010 July 2010 - August 2010
Skills
Sales, Cold Calling, Wealth Management, Bloomberg Terminal, Economic Data Analysis, Financial Analysis, Networking, Tactical Asset..., Marketing, Social Media, Public Speaking, Event Planning and..., Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Marketing Communications, Time Management, Event Planning, Business Development, Finance, Management, Social Networking, Advertising, Budgets, Series 7, Training, Entrepreneurship, Series 63, Leadership, Social Media Marketing, Spanish, Economics, Investments, Analysis, Project Management, Market Research, Financial Markets, Sales Operations, Banking, Marketing Strategy, Trading, Investment Banking, Stock Picking, Relationship Management
Education
Marist College
Bachelor of Arts (B.A.), Economics
Delaware Valley Regional High
Graduated with Honors
Laidlaw & Company Ltd August 2013 - Present
BDBG Marketing Group May 2012 - Present
The Chance Complex September 2012 - March 2013
Ian Magid Group 2011 - 2013
Merrill Lynch Wealth Management June 2012 - August 2012
Bull and Buddha LLC October 2011 - May 2012
NightGiant September 2010 - May 2011
Tradition North AmericaJuly 2010 July 2010 - August 2010
Skills
Sales, Cold Calling, Wealth Management, Bloomberg Terminal, Economic Data Analysis, Financial Analysis, Networking, Tactical Asset..., Marketing, Social Media, Public Speaking, Event Planning and..., Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Marketing Communications, Time Management, Event Planning, Business Development, Finance, Management, Social Networking, Advertising, Budgets, Series 7, Training, Entrepreneurship, Series 63, Leadership, Social Media Marketing, Spanish, Economics, Investments, Analysis, Project Management, Market Research, Financial Markets, Sales Operations, Banking, Marketing Strategy, Trading, Investment Banking, Stock Picking, Relationship Management
Education
Marist College
Bachelor of Arts (B.A.), Economics
Delaware Valley Regional High
Graduated with Honors
Regan Chan's Merrill Lynch Wealth Management Experience June 2011 - Present
Job Intern at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management June 2011 - Present
NUMMI January 2010 - April 2010
Education
San Jose State University
Bachelor of Science, Finance
Merrill Lynch Wealth Management June 2011 - Present
NUMMI January 2010 - April 2010
Education
San Jose State University
Bachelor of Science, Finance
Mohammed Chehata's Merrill Lynch Wealth Management Experience October 2011 - January 2012
Job Student Member at ALPFA
Industry
Experience
Balboa Capital 2013 - 2014
LA & SF Specialty October 2012 - July 2013
Black Entertainment Television (BET) October 2012 - March 2013
Crimson Marketing & Public Relations (CMPR) June 2012 - September 2012
UCLA Early Academic Outreach Program (EAOP) December 2010 - June 2012
Merrill Lynch Wealth Management October 2011 - January 2012
Active Nutrition June 2011 - October 2011
Riordan Healthcare Management Program September 2010 - June 2011
Cerritos College August 2009 - May 2010
Skills
Public Speaking, Research, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Community Outreach, Microsoft Office, Financial Analysis, Leadership, Social Media, Data Analysis, Microsoft Word, Marketing, Strategic Planning, Event Management, Customer Service, Teamwork, Management, Editing, Time Management
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Economics
CELTA
Warren High
Balboa Capital 2013 - 2014
LA & SF Specialty October 2012 - July 2013
Black Entertainment Television (BET) October 2012 - March 2013
Crimson Marketing & Public Relations (CMPR) June 2012 - September 2012
UCLA Early Academic Outreach Program (EAOP) December 2010 - June 2012
Merrill Lynch Wealth Management October 2011 - January 2012
Active Nutrition June 2011 - October 2011
Riordan Healthcare Management Program September 2010 - June 2011
Cerritos College August 2009 - May 2010
Skills
Public Speaking, Research, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Community Outreach, Microsoft Office, Financial Analysis, Leadership, Social Media, Data Analysis, Microsoft Word, Marketing, Strategic Planning, Event Management, Customer Service, Teamwork, Management, Editing, Time Management
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Economics
CELTA
Warren High
Kathleen A. McDonough's Merrill Lynch Wealth Management Experience February 2012 - Present
Job Accomplished communications professional possessing comprehensive integrated experience in brand, messaging and media.
Industry Public Relations and Communications
Experience
Merrill Lynch Wealth Management February 2012 - Present
DC Metro Magazine: Marketing Director/Events Editor/Writer 2009 - Present
AFL-CIO Investment Trust Corporation 2001 - 2008
Flax Trust of America; Political Fundraising 1999 - 2001
Global One/Sprint International/Sprint Corporation 1986 - 1998
MCI Corporation 1983 - 1986
Skills
Marketing Communications, Crisis Communications, Marketing, Strategic Communications, Media Relations, Integrated Marketing, Public Relations, Fundraising, Corporate Communications, Direct Marketing, Strategic Planning, Leadership
Education
St. Mary's College of Maryland 1978 — 1982
Bachelor of Arts (B.A.), History, English
Merrill Lynch Wealth Management February 2012 - Present
DC Metro Magazine: Marketing Director/Events Editor/Writer 2009 - Present
AFL-CIO Investment Trust Corporation 2001 - 2008
Flax Trust of America; Political Fundraising 1999 - 2001
Global One/Sprint International/Sprint Corporation 1986 - 1998
MCI Corporation 1983 - 1986
Skills
Marketing Communications, Crisis Communications, Marketing, Strategic Communications, Media Relations, Integrated Marketing, Public Relations, Fundraising, Corporate Communications, Direct Marketing, Strategic Planning, Leadership
Education
St. Mary's College of Maryland 1978 — 1982
Bachelor of Arts (B.A.), History, English
Lawrence Williford's Merrill Lynch Wealth Management Experience March 2007 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management March 2007 - Present
The Robinson-Humphrey Company March 2000 - March 2007
The Robinson-Humphrey Co February 1991 - March 2000
Education
The University of Georgia 1971 — 1975
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Stratford Academy 1967 — 1971
Merrill Lynch Wealth Management March 2007 - Present
The Robinson-Humphrey Company March 2000 - March 2007
The Robinson-Humphrey Co February 1991 - March 2000
Education
The University of Georgia 1971 — 1975
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Stratford Academy 1967 — 1971
Theresa Dillard's Merrill Lynch Wealth Management Experience September 1982 - Present
Job Senior VicePresident at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 1983 - Present
Merrill Lynch Wealth Management September 1982 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Texas at Dallas
Bachelor of Science (BS), International Business
The University of Texas at Dallas
Bachelor of Science (BS), Business/Managerial Economics
Merrill Lynch September 1983 - Present
Merrill Lynch Wealth Management September 1982 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Texas at Dallas
Bachelor of Science (BS), International Business
The University of Texas at Dallas
Bachelor of Science (BS), Business/Managerial Economics
Jiho Jay Jang's Merrill Lynch Wealth Management Experience May 2014 - July 2014
Job BA Candidate at Swarthmore College
Industry Financial Services
Experience
ISI Group (currently Evercore ISI) July 2014 - September 2014
Merrill Lynch Wealth Management May 2014 - July 2014
Habitat for Humanity Korea Headquarters June 2013 - August 2013
United Nations Command Security Battalion - Joint Security Area August 2011 - May 2013
SK Broadband June 2009 - July 2009
Morgan Stanley July 2008 - August 2008
Skills
Data Analysis, Critical Thinking, Stata, Economics
Education
Swarthmore College 2010 — 2016
Bachelor of Arts, Economics and Political Science (Honors Program)
Korean Minjok Leadership Academy 2007 — 2010
High School
ISI Group (currently Evercore ISI) July 2014 - September 2014
Merrill Lynch Wealth Management May 2014 - July 2014
Habitat for Humanity Korea Headquarters June 2013 - August 2013
United Nations Command Security Battalion - Joint Security Area August 2011 - May 2013
SK Broadband June 2009 - July 2009
Morgan Stanley July 2008 - August 2008
Skills
Data Analysis, Critical Thinking, Stata, Economics
Education
Swarthmore College 2010 — 2016
Bachelor of Arts, Economics and Political Science (Honors Program)
Korean Minjok Leadership Academy 2007 — 2010
High School
Doug Beard's Merrill Lynch Wealth Management Experience July 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management July 2012 - Present
Education
Tarleton State University
Bachelor of Applied Arts and Science, Business
Merrill Lynch Wealth Management July 2012 - Present
Education
Tarleton State University
Bachelor of Applied Arts and Science, Business
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank