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
Kim Garback Kim Garback's Merrill Lynch Wealth Management Experience September 2011 - March 2014
Job Financial Representative at COUNTRY® Financial
Industry Financial Services
Experience
COUNTRY Financial® September 2014 - Present
Merrill Lynch Wealth Management September 2011 - March 2014
NCET - Nevada's Center for Entrepreneurship and Technology January 2013 - August 2013
Entrepreneurs United Network March 2012 - March 2013
NCET - Nevada's Center for Entrepreneurship and Technology January 2012 - December 2012
Under30CEO July 2011 - March 2012
Bank of America August 2009 - September 2011
Harrah's Reno Hotel and Casino December 2008 - August 2009
Circuit City 2004 - 2005
Skills
Entrepreneurship, Small Business, Investments, Sales, Customer Service, Financial Services, Start-ups, Wealth Management, New Business Development, Retirement Planning, Finance, Leadership, Direct Sales, Insurance, Marketing, Sales Management, Business Networking, Professional Networking, Banking, Portfolio Management, Business Planning, Holistic Financial..., Time Management, Networking, Retirement, Fixed Annuities, Life insurance, Investment Management, Financial security, Life Insurance, Management
Education
University of Nevada-Reno 2010 — 2013
Anticipating BA, International Business, Marketing
Truckee Meadows Community College 2004 — 2010
AA, International Business
COUNTRY Financial® September 2014 - Present
Merrill Lynch Wealth Management September 2011 - March 2014
NCET - Nevada's Center for Entrepreneurship and Technology January 2013 - August 2013
Entrepreneurs United Network March 2012 - March 2013
NCET - Nevada's Center for Entrepreneurship and Technology January 2012 - December 2012
Under30CEO July 2011 - March 2012
Bank of America August 2009 - September 2011
Harrah's Reno Hotel and Casino December 2008 - August 2009
Circuit City 2004 - 2005
Skills
Entrepreneurship, Small Business, Investments, Sales, Customer Service, Financial Services, Start-ups, Wealth Management, New Business Development, Retirement Planning, Finance, Leadership, Direct Sales, Insurance, Marketing, Sales Management, Business Networking, Professional Networking, Banking, Portfolio Management, Business Planning, Holistic Financial..., Time Management, Networking, Retirement, Fixed Annuities, Life insurance, Investment Management, Financial security, Life Insurance, Management
Education
University of Nevada-Reno 2010 — 2013
Anticipating BA, International Business, Marketing
Truckee Meadows Community College 2004 — 2010
AA, International Business
Nicholas P Callahan, RMA Nicholas P Callahan, RMA's Merrill Lynch Wealth Management Experience September 2009 - February 2013
Job Retirement Income Planning & Investment Management
Industry Financial Services
Experience
NP Callahan & Co. February 2013 - Present
Merrill Lynch Wealth Management September 2009 - February 2013
Skills
Retirement Planning, Series 7, Series 63, Asset Management, Bond Markets, 401k, Financial Education, Brokerage, Wealth Management, Portfolio Management, Asset Allocation, Series 65, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Finance
Education
University of Puget Sound 1982 — 1984
Bachelor of Arts (BA), Business Administration, Finance
NP Callahan & Co. February 2013 - Present
Merrill Lynch Wealth Management September 2009 - February 2013
Skills
Retirement Planning, Series 7, Series 63, Asset Management, Bond Markets, 401k, Financial Education, Brokerage, Wealth Management, Portfolio Management, Asset Allocation, Series 65, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Finance
Education
University of Puget Sound 1982 — 1984
Bachelor of Arts (BA), Business Administration, Finance
Chris Dias Chris Dias's Merrill Lynch Wealth Management Experience January 2010 - May 2010
Job Investment Strategist | Engaging Affluent Clientele with Intelligent & Creative Portfolio Solutions
Industry Investment Management
Experience
BB&T June 2012 - Present
BB&T August 2010 - June 2012
Merrill Lynch Wealth Management January 2010 - May 2010
Skills
Excel, Statistical Modeling, Financial Modeling, Data Modeling, Executive Reporting, Predictive Modeling, Competitive Analysis, Networking, Wealth Management, Microsoft Excel, Investment Advisory, Investments, Analysis, Wealth, Finance, Strategy, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Management
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2010
Master of Arts in Business Management
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science (B.S.), Economics in Entrepreneurship
BB&T June 2012 - Present
BB&T August 2010 - June 2012
Merrill Lynch Wealth Management January 2010 - May 2010
Skills
Excel, Statistical Modeling, Financial Modeling, Data Modeling, Executive Reporting, Predictive Modeling, Competitive Analysis, Networking, Wealth Management, Microsoft Excel, Investment Advisory, Investments, Analysis, Wealth, Finance, Strategy, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Management
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2010
Master of Arts in Business Management
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science (B.S.), Economics in Entrepreneurship
Ryan Shouse Ryan Shouse's Merrill Lynch Wealth Management Experience June 2011 - August 2011
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments March 2013 - November 2013
Fidelity Investments June 2012 - March 2013
University of Kentucky August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Wealth Management June 2011 - August 2011
Highland Country Club March 2006 - May 2011
Skills
PowerPoint, Excel, Word, Microsoft Office, Customer Service
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Kentucky 2008 — 2012
B.S, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments March 2013 - November 2013
Fidelity Investments June 2012 - March 2013
University of Kentucky August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Wealth Management June 2011 - August 2011
Highland Country Club March 2006 - May 2011
Skills
PowerPoint, Excel, Word, Microsoft Office, Customer Service
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Kentucky 2008 — 2012
B.S, Finance
John Stackhouse John Stackhouse's Merrill Lynch Wealth Management Experience May 2011 - October 2013
Job Financial Advisor Investments
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Merrill Lynch Wealth Management May 2011 - October 2013
First South Bank July 2010 - June 2011
Humana September 2009 - July 2010
National Bank of South Carolina June 2005 - September 2009
National Bank of South Carolina July 2003 - June 2005
Columbia Athletic Club December 2001 - July 2003
Sixers Camps January 1996 - January 2001
Skills
401k Rollovers, Portfolio Management, Investments, Mutual Funds, Wealth Management, Finance, Securities, Asset Management, Long-term Care, Equities, Asset Managment, Bonds, Retirement Planning, Fixed Income, Retirement, Cash Management, Life Insurance, Strategic Financial..., Real Estate, Insurance, Annuity, Health, Long Term Care, Settlements, Annuities
Education
Newberry College 1997 — 2001
BS, Sport and Fitness Administration/Management
Synovus Leadership Institute 2003 — 2005
University of South Carolina-Columbia 2006 — 2008
Banking, Banking
Wells Fargo Advisors October 2013 - Present
Merrill Lynch Wealth Management May 2011 - October 2013
First South Bank July 2010 - June 2011
Humana September 2009 - July 2010
National Bank of South Carolina June 2005 - September 2009
National Bank of South Carolina July 2003 - June 2005
Columbia Athletic Club December 2001 - July 2003
Sixers Camps January 1996 - January 2001
Skills
401k Rollovers, Portfolio Management, Investments, Mutual Funds, Wealth Management, Finance, Securities, Asset Management, Long-term Care, Equities, Asset Managment, Bonds, Retirement Planning, Fixed Income, Retirement, Cash Management, Life Insurance, Strategic Financial..., Real Estate, Insurance, Annuity, Health, Long Term Care, Settlements, Annuities
Education
Newberry College 1997 — 2001
BS, Sport and Fitness Administration/Management
Synovus Leadership Institute 2003 — 2005
University of South Carolina-Columbia 2006 — 2008
Banking, Banking
Nancy Mello, CRPC's Merrill Lynch Wealth Management Experience December 2002 - Present
Job Vice President, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management December 2002 - Present
Bank of America July 1989 - July 1998
Barnett Banks of Florida, Inc. October 1984 - June 1989
Federal Reserve Bank of Dallas August 1982 - September 1984
Skills
Retirement, Series 7, Strategic Financial..., Financial Advisory, Estate Planning, Securities, Wealth Management..., Asset Management, Investment Portfolio, Investment Portfolio..., Investment Strategies, Retirement Income..., Social Security, Equities, Municipal Bonds, Mutual Funds, Alternative Investments, 401k Rollovers, 401k, IRAs, Roth IRA, Charitable Gift..., Indexed Annuities, Long Term Care Insurance, Tax Deferred Exchanges, Series 63, Charitable Gift Planning, Fixed Annuities, Investment Advisory, Asset Managment, Chartered Retirement..., Certified Divorce..., Certified Special Needs..., Retirement Plan..., Financial Planners, Long-term Care, Finance, Portfolio Management, Wealth Management, Investments, Financial Planning, Strategic Planning, Social Security Filing...
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
B.S., Finance
Lyons Township High School, La Grange, Illinois 1974 — 1978
Merrill Lynch Wealth Management December 2002 - Present
Bank of America July 1989 - July 1998
Barnett Banks of Florida, Inc. October 1984 - June 1989
Federal Reserve Bank of Dallas August 1982 - September 1984
Skills
Retirement, Series 7, Strategic Financial..., Financial Advisory, Estate Planning, Securities, Wealth Management..., Asset Management, Investment Portfolio, Investment Portfolio..., Investment Strategies, Retirement Income..., Social Security, Equities, Municipal Bonds, Mutual Funds, Alternative Investments, 401k Rollovers, 401k, IRAs, Roth IRA, Charitable Gift..., Indexed Annuities, Long Term Care Insurance, Tax Deferred Exchanges, Series 63, Charitable Gift Planning, Fixed Annuities, Investment Advisory, Asset Managment, Chartered Retirement..., Certified Divorce..., Certified Special Needs..., Retirement Plan..., Financial Planners, Long-term Care, Finance, Portfolio Management, Wealth Management, Investments, Financial Planning, Strategic Planning, Social Security Filing...
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
B.S., Finance
Lyons Township High School, La Grange, Illinois 1974 — 1978
Kevin Rogis Kevin Rogis's Merrill Lynch Wealth Management Experience May 2009 - August 2009
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte August 2011 - Present
Scottrade, Inc September 2010 - January 2011
Merritt Research Services, LLC May 2010 - September 2010
Merrill Lynch Wealth Management May 2009 - August 2009
Skills
Finance, Analysis, Bonds, Trading, Public Speaking, Databases, Investments, Financial Analysis, Valuation, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Deloitte August 2011 - Present
Scottrade, Inc September 2010 - January 2011
Merritt Research Services, LLC May 2010 - September 2010
Merrill Lynch Wealth Management May 2009 - August 2009
Skills
Finance, Analysis, Bonds, Trading, Public Speaking, Databases, Investments, Financial Analysis, Valuation, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Ryan J. Attenson Ryan J. Attenson's Merrill Lynch Wealth Management Experience November 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management November 2013 - Present
Merrill Lynch Wealth Management November 2013 - Present
Skills
Investments, Strategic Financial..., Loans, Series 7, Retirement Planning, Credit, Portfolio Management, Public Speaking, Insurance, Mortgage Lending, Wealth Management, Estate Planning, Asset Management, Asset Managment, Banking, Real Estate, Financial Analysis, Customer Service
Education
University of Michigan 1978 — 1982
BA, History, Economics
Ernest W. Seaholm High School 1975 — 1978
College Prep
Merrill Lynch Wealth Management November 2013 - Present
Merrill Lynch Wealth Management November 2013 - Present
Skills
Investments, Strategic Financial..., Loans, Series 7, Retirement Planning, Credit, Portfolio Management, Public Speaking, Insurance, Mortgage Lending, Wealth Management, Estate Planning, Asset Management, Asset Managment, Banking, Real Estate, Financial Analysis, Customer Service
Education
University of Michigan 1978 — 1982
BA, History, Economics
Ernest W. Seaholm High School 1975 — 1978
College Prep
Terry Whigham Terry Whigham's Merrill Lynch Wealth Management Experience June 2004 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management June 2004 - Present
Skills
Portfolio Management, Retirement Planning, Strategic Financial..., Investments, Asset Management, Banking, Wealth Management, Small Business, Series 7, Project Management, Series 63, Financial Planning
Education
University of South Carolina - The Moore School of Business 2000 — 2004
Bachelor of Business Administration, Finance
Merrill Lynch Wealth Management June 2004 - Present
Skills
Portfolio Management, Retirement Planning, Strategic Financial..., Investments, Asset Management, Banking, Wealth Management, Small Business, Series 7, Project Management, Series 63, Financial Planning
Education
University of South Carolina - The Moore School of Business 2000 — 2004
Bachelor of Business Administration, Finance
J. Taylor Woodson J. Taylor Woodson's Merrill Lynch Wealth Management Experience May 2004 - July 2004
Job Vice President at Berkery, Noyes & Co., LLC
Industry Investment Banking
Experience
Berkery, Noyes & Co., LLC July 2013 - Present
Johnsen, Fretty & Company June 2005 - July 2013
Merrill Lynch Wealth Management May 2004 - July 2004
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Private Equity, Investments, Financial Analysis, Real Estate, Financial Services, Private Placements, Finance, Marketing, Portfolio Management, Strategic Financial..., Business Development, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Berkery, Noyes & Co., LLC July 2013 - Present
Johnsen, Fretty & Company June 2005 - July 2013
Merrill Lynch Wealth Management May 2004 - July 2004
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Private Equity, Investments, Financial Analysis, Real Estate, Financial Services, Private Placements, Finance, Marketing, Portfolio Management, Strategic Financial..., Business Development, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Jessica Dreicer's Merrill Lynch Wealth Management Experience May 2015 - Present
Job Private Wealth Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management May 2015 - Present
Skills
Retirement Planning, Investment Properties, Series 7, Investment Strategies, Series 65, Alternative Investments, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Advisory, Series 63, Financial Planning, Mutual Funds, Finance, Financial Advisory, Retirement, 401k, Insurance, Strategic Planning, Equities, Financial Services, Securities, Estate Planning, Wealth, Leadership, Banking, Investment Management, Risk Management, Fixed Income, IRAs, Life Insurance, Financial Goals, Small Business, Wealth Management..., Management, Disability Insurance, Mortgage Lending, Bonds, Financial Modeling, Trading
Education
University of North Florida
Bachelor of Business Administration, Finance
University of North Florida
Completed the Curriculum and a Candidate for the Certified Financial Planner (CFP®) Designation, Finance and Financial Management Services
Merrill Lynch Wealth Management May 2015 - Present
Skills
Retirement Planning, Investment Properties, Series 7, Investment Strategies, Series 65, Alternative Investments, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Advisory, Series 63, Financial Planning, Mutual Funds, Finance, Financial Advisory, Retirement, 401k, Insurance, Strategic Planning, Equities, Financial Services, Securities, Estate Planning, Wealth, Leadership, Banking, Investment Management, Risk Management, Fixed Income, IRAs, Life Insurance, Financial Goals, Small Business, Wealth Management..., Management, Disability Insurance, Mortgage Lending, Bonds, Financial Modeling, Trading
Education
University of North Florida
Bachelor of Business Administration, Finance
University of North Florida
Completed the Curriculum and a Candidate for the Certified Financial Planner (CFP®) Designation, Finance and Financial Management Services
Sara Wohl, CRPC®, CFP® Sara Wohl, CRPC®, CFP®'s Merrill Lynch Wealth Management Experience March 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management March 2011 - Present
JPMorgan's Private Wealth Management July 2008 - April 2011
Doeren Mayhew, CPAs June 2007 - August 2007
Liberty Tax Service September 2004 - December 2006
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Walsh College of Accountancy and Business Administration
Dual MBA - MSF
Merrill Lynch Wealth Management March 2011 - Present
JPMorgan's Private Wealth Management July 2008 - April 2011
Doeren Mayhew, CPAs June 2007 - August 2007
Liberty Tax Service September 2004 - December 2006
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Walsh College of Accountancy and Business Administration
Dual MBA - MSF
Gary Saeks Gary Saeks's Merrill Lynch Wealth Management Experience August 1983 - January 2009
Job Assistant Branch Manager/Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch Wealth Management August 1983 - January 2009
Skills
Strategic Financial..., Securities, Investment Advisory, Financial Services, Investments, Retirement Planning, Financial Analysis, Alternative Investments, Branch Management, Relationship Management, Investment Banking, Mutual Funds, Small Business, Finance, Fixed Income, Equities, Capital Markets, Private Equity
Education
University of Missouri-Columbia
BS, Accountancy
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch Wealth Management August 1983 - January 2009
Skills
Strategic Financial..., Securities, Investment Advisory, Financial Services, Investments, Retirement Planning, Financial Analysis, Alternative Investments, Branch Management, Relationship Management, Investment Banking, Mutual Funds, Small Business, Finance, Fixed Income, Equities, Capital Markets, Private Equity
Education
University of Missouri-Columbia
BS, Accountancy
Nishant Sachdev Nishant Sachdev's Merrill Lynch Wealth Management Experience May 2012 - August 2012
Job Investment Banking Analyst at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates May 2014 - Present
Brookwood Associates June 2013 - August 2013
UNC Investment Society - Portfolio Management Team September 2012 - May 2013
Merrill Lynch Wealth Management May 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Portfolio Management, Financial Modeling, Business Strategy, Business Analysis, Financial Analysis, Competitive Analysis, Bloomberg Terminal, Valuation, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science in Business Administration, Highest Distinction
Bridgewater-Raritan High School 2006 — 2010
Brookwood Associates May 2014 - Present
Brookwood Associates June 2013 - August 2013
UNC Investment Society - Portfolio Management Team September 2012 - May 2013
Merrill Lynch Wealth Management May 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Portfolio Management, Financial Modeling, Business Strategy, Business Analysis, Financial Analysis, Competitive Analysis, Bloomberg Terminal, Valuation, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science in Business Administration, Highest Distinction
Bridgewater-Raritan High School 2006 — 2010
Denzel Smith, CFP®'s Merrill Lynch Wealth Management Experience May 1985 - Present
Job Wealth Management Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management May 1985 - Present
Skills
Financial Planning, Wealth Management, Investments, Portfolio Management, Finance, Financial Analysis, Risk Management, Banking, Retirement Planning
Education
University of North Florida
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch Wealth Management May 1985 - Present
Skills
Financial Planning, Wealth Management, Investments, Portfolio Management, Finance, Financial Analysis, Risk Management, Banking, Retirement Planning
Education
University of North Florida
Bachelor of Business Administration (BBA), Finance, General
Paul F. Barry's Merrill Lynch Wealth Management Experience February 1994 - February 2015
Job Vice President Invesments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Merrill Lynch Wealth Management February 1994 - February 2015
New England Financial April 1991 - February 1994
Education
University of New Hampshire 1984 — 1988
Business Administration, Finance
Wells Fargo Advisors February 2015 - Present
Merrill Lynch Wealth Management February 1994 - February 2015
New England Financial April 1991 - February 1994
Education
University of New Hampshire 1984 — 1988
Business Administration, Finance
Brittany McManus Brittany McManus's Merrill Lynch Wealth Management Experience June 2014 - August 2014
Job Undergraduate Student at University of Maryland
Industry Human Resources
Experience
University of Maryland October 2014 - Present
Arthur J. Gallagher & Co. June 2015 - August 2015
The Webster Apartments January 2015 - January 2015
Merrill Lynch Wealth Management June 2014 - August 2014
CEW June 2013 - August 2013
CEW June 2012 - August 2012
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Time Management, Organization Skills, Customer Service
Education
University of Maryland College Park 2013 — 2017
Finance, General, Sophomore
Clarkstown High School North 2009 — 2013
University of Maryland October 2014 - Present
Arthur J. Gallagher & Co. June 2015 - August 2015
The Webster Apartments January 2015 - January 2015
Merrill Lynch Wealth Management June 2014 - August 2014
CEW June 2013 - August 2013
CEW June 2012 - August 2012
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Time Management, Organization Skills, Customer Service
Education
University of Maryland College Park 2013 — 2017
Finance, General, Sophomore
Clarkstown High School North 2009 — 2013
Matthew Liebman Matthew Liebman's Merrill Lynch Wealth Management Experience August 2013 - Present
Job Market Executive Boca Tropics Complex Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch Wealth Management August 2013 - Present
Merrill Lynch September 2009 - August 2013
Merrill Lynch October 2008 - September 2009
Merrill Lynch October 2006 - October 2008
Merrill Lynch August 2004 - October 2006
United States Marine Corps April 1995 - March 1999
Education
University of South Florida 1991 — 1995
Business Administration
Merrill Lynch Wealth Management August 2013 - Present
Merrill Lynch September 2009 - August 2013
Merrill Lynch October 2008 - September 2009
Merrill Lynch October 2006 - October 2008
Merrill Lynch August 2004 - October 2006
United States Marine Corps April 1995 - March 1999
Education
University of South Florida 1991 — 1995
Business Administration
Alexander Frankel Alexander Frankel's Merrill Lynch Wealth Management Experience
Job Software Engineer
Industry Computer Software
Experience
VTS, Inc. March 2015 - Present
Freelance Web Developer February 2014 - March 2015
MERRILL LYNCH WEALTH MANAGEMENT June 2012 - March 2014
SHOEBOX, LLC January 2011 - January 2012
Skills
Ruby on Rails, Front-end Design, Web Development, Software Development, Creative Problem Solving, Public Speaking, Leadership, Research, CSS
Education
Dev Bootcamp 2014 — 2014
Full Stack Web Development
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
VTS, Inc. March 2015 - Present
Freelance Web Developer February 2014 - March 2015
MERRILL LYNCH WEALTH MANAGEMENT June 2012 - March 2014
SHOEBOX, LLC January 2011 - January 2012
Skills
Ruby on Rails, Front-end Design, Web Development, Software Development, Creative Problem Solving, Public Speaking, Leadership, Research, CSS
Education
Dev Bootcamp 2014 — 2014
Full Stack Web Development
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Paul Sassoon Paul Sassoon's Merrill Lynch Wealth Management Experience June 2012 - Present
Job Financial Advisor at a major investment firm
Industry Aviation & Aerospace
Experience
Merrill Lynch - Wealth Management June 2012 - Present
Nimrod Corporation March 2011 - May 2012
Rubbercraft 2006 - 2009
Skills
Business Development, Aerospace, Program Management, Contract Negotiation, Finance, Microsoft Excel, Team Building, Process Improvement, Product Development, Financial Analysis, Cross-functional Team..., Aviation, Start-ups, Helicopters, Six Sigma, Lean Manufacturing, Aeronautics, Sales, Continuous Improvement, Aircraft, New Business Development, Systems Engineering, Leadership, Negotiation, Business Strategy, Electronics, Team Leadership, Process Engineering, Manufacturing, Project Management, Strategy, Military, Avionics, Engineering, DoD, Procurement, Business Planning, Microsoft Office, Strategic Financial..., Management, Supply Chain Management, Strategic Planning, Executive Management, UAV, Proposal Writing, Engineering Management, Earned Value Management, Flights, Security Clearance, Composites
Education
Lycee Jacques Decour, Paris France
University of Pittsburgh
Bachelor of Science (BS), Chemistry
Wagner Program
Merrill Lynch - Wealth Management June 2012 - Present
Nimrod Corporation March 2011 - May 2012
Rubbercraft 2006 - 2009
Skills
Business Development, Aerospace, Program Management, Contract Negotiation, Finance, Microsoft Excel, Team Building, Process Improvement, Product Development, Financial Analysis, Cross-functional Team..., Aviation, Start-ups, Helicopters, Six Sigma, Lean Manufacturing, Aeronautics, Sales, Continuous Improvement, Aircraft, New Business Development, Systems Engineering, Leadership, Negotiation, Business Strategy, Electronics, Team Leadership, Process Engineering, Manufacturing, Project Management, Strategy, Military, Avionics, Engineering, DoD, Procurement, Business Planning, Microsoft Office, Strategic Financial..., Management, Supply Chain Management, Strategic Planning, Executive Management, UAV, Proposal Writing, Engineering Management, Earned Value Management, Flights, Security Clearance, Composites
Education
Lycee Jacques Decour, Paris France
University of Pittsburgh
Bachelor of Science (BS), Chemistry
Wagner Program
David Benskin David Benskin's Merrill Lynch Wealth Management Experience January 2006 - February 2011
Job Founder & CEO at Wealth Access, Inc. @ASmarterLook
Industry Information Technology and Services
Experience
Wealth Access, Inc. March 2011 - Present
Merrill Lynch Wealth Management January 2006 - February 2011
Merrill Lynch Private Banking & Investments Group January 2002 - December 2005
Merrill Lynch Private Client Group January 1999 - December 2001
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Entrepreneurship, Wealth, Business Strategy, Cloud Computing, Strategic Partnerships, Wealth Management, FinTech, Product Management, Alternative Investments, Asset Allocation, Start-ups, Venture Capital, Analytics, SaaS, Strategy, Management, Mergers & Acquisitions, Hedge Funds, Securities, Investment Advisory, Mobile Devices, Private Equity, Asset Management, Valuation, Capital Markets, Corporate Development
Education
University of Tennessee-Knoxville
B.A., Economics
University of Pennsylvania - The Wharton School
None, Leadership Development Program
Wealth Access, Inc. March 2011 - Present
Merrill Lynch Wealth Management January 2006 - February 2011
Merrill Lynch Private Banking & Investments Group January 2002 - December 2005
Merrill Lynch Private Client Group January 1999 - December 2001
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Entrepreneurship, Wealth, Business Strategy, Cloud Computing, Strategic Partnerships, Wealth Management, FinTech, Product Management, Alternative Investments, Asset Allocation, Start-ups, Venture Capital, Analytics, SaaS, Strategy, Management, Mergers & Acquisitions, Hedge Funds, Securities, Investment Advisory, Mobile Devices, Private Equity, Asset Management, Valuation, Capital Markets, Corporate Development
Education
University of Tennessee-Knoxville
B.A., Economics
University of Pennsylvania - The Wharton School
None, Leadership Development Program
Jordan Knight Jordan Knight's Merrill Lynch Wealth Management Experience May 2011 - August 2011
Job Support Coordinator Team Lead at DEG Digital
Industry Information Technology and Services
Experience
DEG Digital April 2014 - Present
Cerner Corporation July 2012 - April 2014
Sybran Communications December 2011 - June 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Sprint April 2008 - July 2010
Skills
Business Analysis, Sales Operations, Magento, WordPress, Sitecore, SharePoint, Umbraco
Education
University of Missouri-Kansas City 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1 / 4.0
DEG Digital April 2014 - Present
Cerner Corporation July 2012 - April 2014
Sybran Communications December 2011 - June 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Sprint April 2008 - July 2010
Skills
Business Analysis, Sales Operations, Magento, WordPress, Sitecore, SharePoint, Umbraco
Education
University of Missouri-Kansas City 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1 / 4.0
Joshua French's Merrill Lynch Wealth Management Experience April 2010 - Present
Job VP, Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2010 - Present
Evergreen Investments March 2009 - July 2009
Bank of America October 2003 - January 2009
Bank of America 2003 - 2007
Bank of America 2003 - 2007
American Express 2002 - 2003
Skills
Series 7, Series 24, FINRA, Call Center, Series 66, Series 4, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Merrill Lynch Wealth Management April 2010 - Present
Evergreen Investments March 2009 - July 2009
Bank of America October 2003 - January 2009
Bank of America 2003 - 2007
Bank of America 2003 - 2007
American Express 2002 - 2003
Skills
Series 7, Series 24, FINRA, Call Center, Series 66, Series 4, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Carla Hoyle's Merrill Lynch Wealth Management Experience September 2009 - September 2010
Job Associate Investment Monitoring Analyst
Industry Financial Services
Experience
Bank of America September 2010 - Present
Merrill Lynch Wealth Management September 2009 - September 2010
Banc of America Investment Services Inc January 2003 - June 2009
Banc of America Investments January 2006 - January 2008
Skills
Portfolio Management, Risk Management, Series 63, Mortgage Lending, Credit, Process Improvement, Credit Analysis, FINRA, Series 24, Credit Risk
Education
University of North Carolina at Charlotte 2000 — 2008
Bachelor's degree, Software and Information Technology
Bank of America September 2010 - Present
Merrill Lynch Wealth Management September 2009 - September 2010
Banc of America Investment Services Inc January 2003 - June 2009
Banc of America Investments January 2006 - January 2008
Skills
Portfolio Management, Risk Management, Series 63, Mortgage Lending, Credit, Process Improvement, Credit Analysis, FINRA, Series 24, Credit Risk
Education
University of North Carolina at Charlotte 2000 — 2008
Bachelor's degree, Software and Information Technology
Vance L. Horner II, CFA, CPA's Merrill Lynch Wealth Management Experience June 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management June 2013 - Present
Abbot Downing April 2008 - June 2013
Wachovia Wealth Management March 2002 - April 2008
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Equities, Wealth Management, Asset Management, Equity Research, Fixed Income, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Bloomberg
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
University of North Carolina at Greensboro
Master of Science (M.S.), Accounting
Merrill Lynch Wealth Management June 2013 - Present
Abbot Downing April 2008 - June 2013
Wachovia Wealth Management March 2002 - April 2008
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Equities, Wealth Management, Asset Management, Equity Research, Fixed Income, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Bloomberg
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
University of North Carolina at Greensboro
Master of Science (M.S.), Accounting
Geoffrey Cassell's Merrill Lynch Wealth Management Experience February 2014 - Present
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
James Blue II, CFP's Merrill Lynch Wealth Management Experience May 2013 - September 2014
Job Senior Director at Rootstock Wealth Advisors
Industry Investment Management
Experience
Rootstock Wealth Advisors September 2014 - Present
Merrill Lynch Wealth Management May 2013 - September 2014
The Bank of NewYork Mellon September 2005 - May 2013
Skills
Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Management, High Net Worth..., Insurance, Asset Management, Asset Allocation, Mutual Funds, Investments, Equities, Wealth Management, Alternative Investments, Fixed Income
Education
University of Pittsburgh 2001 — 2005
BSBA, Finance
Rootstock Wealth Advisors September 2014 - Present
Merrill Lynch Wealth Management May 2013 - September 2014
The Bank of NewYork Mellon September 2005 - May 2013
Skills
Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Management, High Net Worth..., Insurance, Asset Management, Asset Allocation, Mutual Funds, Investments, Equities, Wealth Management, Alternative Investments, Fixed Income
Education
University of Pittsburgh 2001 — 2005
BSBA, Finance
Eiman Maleki's Merrill Lynch Wealth Management Experience March 2011 - August 2012
Job Private Client Advisor, J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan November 2012 - Present
Merrill Lynch Wealth Management March 2011 - August 2012
Currency Exchange International May 2010 - March 2011
J.E. Trading Co June 2003 - January 2005
Education
University of Southern California 2008 — 2010
B.S, Business Administration and Management and Public Policy
J.P. Morgan November 2012 - Present
Merrill Lynch Wealth Management March 2011 - August 2012
Currency Exchange International May 2010 - March 2011
J.E. Trading Co June 2003 - January 2005
Education
University of Southern California 2008 — 2010
B.S, Business Administration and Management and Public Policy
Jennifer E. Blasberg's Merrill Lynch Wealth Management Experience 1987 - Present
Job Sr. Vice President Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management 1987 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Series 63, Equities, Mutual Funds, Fixed Income, Real Estate
Education
University of Pennsylvania - The Wharton School
Senior Financial Advisor Program
University of Missouri-Rolla 1986 — 1990
Bachelor of Arts (B.A.)
Merrill Lynch Wealth Management 1987 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Series 63, Equities, Mutual Funds, Fixed Income, Real Estate
Education
University of Pennsylvania - The Wharton School
Senior Financial Advisor Program
University of Missouri-Rolla 1986 — 1990
Bachelor of Arts (B.A.)
Dana Turjman's Merrill Lynch Wealth Management Experience November 2010 - January 2011
Job Florida Attorney
Industry Law Practice
Experience
University of Miami School of Law September 2014 - May 2015
Hogan Lovells US, LLP May 2014 - July 2014
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture May 2013 - August 2013
Unisource Holding Inc. November 2011 - June 2012
Merrill Lynch February 2011 - June 2011
MERRILL LYNCH WEALTH MANAGEMENT November 2010 - January 2011
UNISOURCE HOLDING INC June 2008 - August 2008
Skills
Spanish, Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Business Planning, Strategic Planning, Entrepreneurship, Strategy, Microsoft Office, Business Strategy, Corporate Finance, Investments
Education
University of Miami School of Law 2012 — 2015
Doctor of Law (JD)
University of Michigan 2007 — 2010
BA, Economics, AAPTIS (Arabic, Armenian, Persian, Turkish and Islamic Studies)
University of Miami School of Law September 2014 - May 2015
Hogan Lovells US, LLP May 2014 - July 2014
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture May 2013 - August 2013
Unisource Holding Inc. November 2011 - June 2012
Merrill Lynch February 2011 - June 2011
MERRILL LYNCH WEALTH MANAGEMENT November 2010 - January 2011
UNISOURCE HOLDING INC June 2008 - August 2008
Skills
Spanish, Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Business Planning, Strategic Planning, Entrepreneurship, Strategy, Microsoft Office, Business Strategy, Corporate Finance, Investments
Education
University of Miami School of Law 2012 — 2015
Doctor of Law (JD)
University of Michigan 2007 — 2010
BA, Economics, AAPTIS (Arabic, Armenian, Persian, Turkish and Islamic Studies)
Alex Main's Merrill Lynch Wealth Management Experience June 2011 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
University of Iowa Krause Fund January 2012 - May 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Iowa Krause Fund January 2012 - May 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank