Merrill Lynch Wealth Management Bank of America Corporation

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Merrill Lynch Wealth Management Bank of America Corporation Employees

Employee
Years
Job
Industry
Michael C. Grannis, CFP®, ChFC® Michael C. Grannis, CFP®, ChFC® Fresno, California Area Details
Michael C. Grannis, CFP®, ChFC®'s Merrill Lynch Wealth Management Bank of America Corporation Experience June 2014 - July 2015
Job Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  June 2014 - July 2015
Morgan Stanley Wealth Management  September 2007 - June 2014
Bridgestone  June 2006 - September 2007

Education
San Diego State University-California State University   2002 — 2006
Bachelor's Degree, Business Administration

Susan Loughridge Susan Loughridge Scottsdale, Arizona Details
Susan Loughridge's Merrill Lynch Wealth Management Bank of America Corporation Experience 2011 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  2011 - Present
Merrill Lynch  2011 - Present
Merrill Lynch  2011 - April 2014
Velocity Sports Performance  2003 - 2007
Cornerstone Print & Marketing  2001 - 2002
AlphaGraphics - Store 12   2000 - 2001
AlphaGraphics - Stores 361 & 384   1995 - 2000

Education
Rice University   1982 — 1986
Bachelor of Arts (BA), Public Policy Studies (International Relations), Behavioral Studies & Anthropology

Fairview
College Preparatory

Westbrook

Jennifer Monaco Jennifer Monaco Dallas/Fort Worth Area Details
Jennifer Monaco's Merrill Lynch Wealth Management Bank of America Corporation Experience March 2011 - Present
Job Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  March 2011 - Present

Education
Arizona State University   2000 — 2002
Bachelor's Degree

Arizona State University - W. P. Carey School of Business   2000 — 2002
Bachelor of Science (B.S.), Finance, General

Mollie Brennan Mollie Brennan Lexington, Kentucky Area Details
Mollie Brennan's Merrill Lynch Wealth Management Bank of America Corporation Experience June 1994 - Present
Job Resident Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  June 1994 - Present

Education
University of North Carolina at Chapel Hill

Western Kentucky University
Bachelor's Degree, Marketing and Economics

William Lowman William Lowman Charlotte, North Carolina Details
William Lowman's Merrill Lynch Wealth Management Bank of America Corporation Experience May 2011 - June 2014
Job Analyst, Derivatives Sales and Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities LLC  June 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  May 2011 - June 2014

Skills
Microsoft Office, Financial Modeling, Research, Financial Analysis, Corporate Finance, Capital Markets, Bloomberg, Investment Strategies, Financial Advisory, Investments, Asset Management

Education
Clemson University   2004 — 2009
Bachelor of Science (B.S.), Accounting and Finance

Robert Tovar Robert Tovar Greater Los Angeles Area Details
Robert Tovar's Merrill Lynch Wealth Management Bank of America Corporation Experience 2012 - 2013
Job Senior Loan Officer at Founders Alliance
Industry Financial Services
Experience
Founders Alliance   2013 - Present
Robert Tovar Long Term Care Insurance   2010 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  2012 - 2013
Founders Alliance Mortgage   2003 - 2012
American Mortgage Capital   2001 - 2003

Skills
Real Estate, Sales Management, Strategic Financial..., Investment Properties, Selling, Marketing Strategy, Strategic Planning, Investments, Loans, Retirement Planning, Estate Planning, Mortgage Lending, Business Strategy, Budgets, Real Estate Financing, Investors, Entrepreneurship, Leadership, Mergers & Acquisitions, Venture Capital, Private Equity, Finance, Banking, Residential Mortgages, Portfolio Management, Small Business, Credit, Asset Management, Loan Origination, FHA, Refinance, Mortgage Banking, Funding, Real Estate Economics, VA loans, FHA financing, Commercial Lending, Financial Structuring, First Time Home Buyers, Foreclosures, REO, Short Sales, Real Estate Transactions, Referrals, Sales, Financial Planning, Sellers, Customer Service, Residential Homes, Management

Education
California State University-San Bernardino
Social Psychology

San Bernardino Valley College
Social Sciences

Sandia National Laboratories
Electronic Security Surveillence Systems, CCTV, Laser Fence, Troop Movement

United States Air Force
Associate of Arts and Sciences (AAS), Microwave, Satellite, & Tropospheric Scatter, Digital, Voice, Multiplexing, Main & Sub Frame

Gregory Hicks Gregory Hicks Tampa/St. Petersburg, Florida Area Details
Gregory Hicks's Merrill Lynch Wealth Management Bank of America Corporation Experience January 2000 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  January 2000 - Present
A.G. Edwards   September 1996 - January 2000

Skills
Wealth Management, Investments, Estate Planning, Asset Management, Wealth Management..., Financial Analysis, Strategic Financial..., Financial Modeling, 401k, Insurance, Valuation, Credit, Investment Advisory, Alternative Investments, Private Banking, Retirement Planning, Qualified Retirement..., Small Business..., Mortgage Lending, Irrevocable Life..., Charitable Gift Planning, Hedge Funds, Succession Planning, Cash Management, Fixed Income Strategies, Credit Cards, Lines Of Credit, Private Foundations, Financial Services, High Net Worth..., Small Business, ETFs, Series 63

Education
University of Florida   1985 — 1987

College of Santa Fe   1983 — 1985
Associate's Degree/College Diploma

Seminole High School

Nicole Ferrell Nicole Ferrell Asheville, North Carolina Area Details
Nicole Ferrell's Merrill Lynch Wealth Management Bank of America Corporation Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  August 2014 - Present

Education
University of North Carolina at Asheville   2000 — 2005
Bachelor's Degree

Edward Murphy Edward Murphy San Francisco Bay Area Details
Edward Murphy's Merrill Lynch Wealth Management Bank of America Corporation Experience August 2008 - Present
Job Senior Vice President Wealth Management, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  August 2008 - Present

Skills
Goals-based Wealth..., Portfolio Management, Financial Planning, Investments, Wealth Management, Financial Advisory, Financial Services, Management, Private Equity

Education
Dartmouth College   1991 — 1994
Bachelor's degree, History, French

Dartmouth College   1990 — 1994
Bachelor's Degree

Jared Finkelstein, CFP® Jared Finkelstein, CFP® Greater New York City Area Details
Jared Finkelstein, CFP®'s Merrill Lynch Wealth Management Bank of America Corporation Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  June 2014 - Present

Skills
Wealth Management, Certified Financial..., Personal Finance, Financial Goals, Retirement Planning, Investments, Asset Allocation

Education
Rutgers University-New Brunswick   2002 — 2006
Bachelor's degree, Accounting

Thomas Immenschuh Thomas Immenschuh San Antonio, Texas Area Details
Thomas Immenschuh's Merrill Lynch Wealth Management Bank of America Corporation Experience April 2004 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  April 2004 - Present

Skills
Golfer, Wealth Management, Financial Services, Investment Advisory, Portfolio Management, Strategic Financial..., Investments, Leadership

Education
Landmark Education   1997 — 2015
Passionate, bold and empowering transformation.

University of California, Berkeley, Haas School of Business   2012 — 2012
Certification in Family and Privately Owned Business, Family Owned Business

University of Texas at San Antonio   1990 — 1995
Bachelor's Degree, Finance, General

Community College of the US Air Force   1982 — 1984
Integrated Avionics, Automatic Flight Controls and Instrumentation, Integrated Avionics

Dodge City Senior High   1977 — 1980
High School Diploma/GED

John Kamm John Kamm Greater Denver Area Details
John Kamm's Merrill Lynch Wealth Management Bank of America Corporation Experience May 2014 - December 2014
Job Founder at Linked Investments, Ltd.
Industry Financial Services
Experience
Linked Investments, Ltd.   February 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  May 2014 - December 2014
Wells Fargo Advisors  May 2012 - May 2014

Education
Waseda University   2001 — 2003
Master's Degree, MBA in Venture Capital Management

University of Colorado Denver   1994 — 1998
Bachelor's Degree, Geological and Earth Sciences/Geosciences

California State University-Los Angeles
Chemistry

Don Plaus, CIMA® Don Plaus, CIMA® Charlotte, North Carolina Details
Don Plaus, CIMA®'s Merrill Lynch Wealth Management Bank of America Corporation Experience January 2009 - Present
Job Managing Director, South Atlantic Division Executive at Merrill Lynch Wealth Management, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  January 2009 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  2009 - Present
Merrill Lynch  2005 - 2008
Merrill Lynch  2004 - 2005
Merrill Lynch  2000 - 2004
Merrill Lynch  1998 - 2000
Merrill Lynch  1998 - 1999
Merrill Lynch  1994 - 1998
Merrill Lynch  1990 - 1998

Education
University at Albany, SUNY   1981 — 1985
BS, Economics, Business Management

Michael Volmert Michael Volmert Greater St. Louis Area Details
Michael Volmert's Merrill Lynch Wealth Management Bank of America Corporation Experience April 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  April 2014 - Present

Education
Southern Illinois University, Edwardsville   1991 — 1993
Master's Degree

University of Missouri-Columbia   1980 — 1984
Bachelor's Degree

Laura Lincoln Laura Lincoln Barnstable/Yarmouth, Massachusetts Area Details
Laura Lincoln's Merrill Lynch Wealth Management Bank of America Corporation Experience February 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  February 2014 - Present

Education
California State University System   1999 — 2004
Bachelor's Degree

San Diego State University-California State University   1999 — 2002

Deborah (Behling) Thompson Deborah (Behling) Thompson Greater Minneapolis-St. Paul Area Details
Deborah (Behling) Thompson's Merrill Lynch Wealth Management Bank of America Corporation Experience 2010 - 2014
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  2010 - 2014
Merrill Lynch  1994 - 2002

Education
University of Minnesota-Twin Cities   1987 — 1991
Bachelor’s Degree

Montana State University-Bozeman   1990 — 1991

Lauren A. O'Bryan Lauren A. O'Bryan Greater New York City Area Details
Lauren A. O'Bryan's Merrill Lynch Wealth Management Bank of America Corporation Experience 2004 - 2006
Job Vice President, Consultant & Client Relations at Nikko Asset Management
Industry Financial Services
Experience
Nikko Asset Management  May 2015 - Present
Guggenheim Investments  May 2014 - April 2015
Guggenheim Investments  May 2012 - May 2014
INVESCO  2008 - May 2012
Citigroup  2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation  2004 - 2006
Banc of America Securities  May 2005 - August 2005

Education
University of Michigan - Stephen M. Ross School of Business   2004 — 2006
BBA, Finance and Corporate Strategy

University of Michigan   2002 — 2004
Honors College, Pre-Business

Michael L. Lynch Michael L. Lynch Greater Atlanta Area Details
Michael L. Lynch's Merrill Lynch Wealth Management Bank of America Corporation Experience May 2013 - Present
Job Financial Planning, Services & Strategies for Business Owners, Families & Individuals at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  May 2013 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  February 2013 - May 2013

Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Portfolio Management, Microsoft Office, Equities, Investment Advisory, Banking, Financial Planning, Management, Securities, Credit, Estate Planning, Financial Goals, Financial Markets, Financial Modeling, Financial Services, Personal Finance, Retirement, Wealth Management..., 401k, 401k Rollovers, Loans, Accounting, Financial Analysis, Financial Statement..., Independent Financial..., Lending, Long Term Care Insurance, Philanthropy

Education
Georgia State University - J. Mack Robinson College of Business   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

University of North Georgia - Mike Cottrell College of Business   2009 — 2011
Associate's of Arts (A.A.), Business Administration and Management, General

Gainesville High School   2005 — 2009
High School Diploma, College Preparatory and Vocational Education

Oliver Harrison Oliver Harrison New York, New York Details
Oliver Harrison's Merrill Lynch Wealth Management Bank of America Corporation Experience August 2014 - August 2014
Job Recent University of St Andrews Graduate
Industry Management Consulting
Experience
University of St Andrews  April 2014 - June 2015
University of St Andrews Students' Association   September 2013 - May 2015
Merrill Lynch Wealth Management, Bank of America Corporation  August 2014 - August 2014
DLD Asset Management, L.P.   June 2014 - August 2014
Rutter Associates LLC   June 2014 - June 2014
Casa Lever & Sant Ambroeus Restaurant Franchise   June 2013 - August 2013
Arcturus Group   June 2012 - August 2012
Millennium Partners  May 2011 - July 2011
Roadmonkey   June 2009 - June 2011
Ralph Lauren Corporation  June 2010 - June 2010

Skills
Public Speaking, Research, French, Customer Service, Team Leadership, International Relations, Finance, Social Networking, Social Media, Journalism, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Partnerships, Fundraising, Teamwork, Public Relations, Event Management, Higher Education, Translation, Financial Analysis

Education
University of St. Andrews   2011 — 2015
MA Joint Honours, Economics and International Relations

Lycée Français de New York   1995 — 2011
French Baccalauréat International Option (OIB), Concentration in Economics and Social Sciences, awarded High Honours/Mention Bien

Brown University
The Brown Leadership Institute, Pre-College Program

Danny Nino Danny Nino San Antonio, Texas Area Details
Danny Nino's Merrill Lynch Wealth Management Bank of America Corporation Experience August 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  August 2013 - Present

Skills
Investment Management, Retirement Planning, Wealth Management...

Education
The University of Texas at Austin   1993 — 1995
Bachelor's Degree

Jeffrey Levesque Jeffrey Levesque Toledo, Ohio Area Details
Jeffrey Levesque's Merrill Lynch Wealth Management Bank of America Corporation Experience January 2002 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  January 2002 - Present

Education
University Of New Brunswick   1982 — 1987
Bachelor's Degree

St. Thomas University (CA)

St. Thomas University (CA)

John Palombo John Palombo Austin, Texas Area Details
John Palombo's Merrill Lynch Wealth Management Bank of America Corporation Experience January 2008 - Present
Job Wealth Management Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  January 2008 - Present

Skills
Wealth Management...

Education
John Carroll University   1965 — 1969
Bachelor's Degree

John Carroll University
Bachelor of Science in Business Administration

Vivian Melillo Vivian Melillo Greater Atlanta Area Details
Vivian Melillo's Merrill Lynch Wealth Management Bank of America Corporation Experience October 2008 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  October 2008 - Present

Education
Kennesaw State University   2009 — 2012
Bachelor's Degree

Mercer University - Stetson School of Business and Economics

Brett McDaniel Brett McDaniel Bloomington/Normal, Illinois Area Details
Brett McDaniel's Merrill Lynch Wealth Management Bank of America Corporation Experience January 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  January 2015 - Present

Education
Greenville College   2005 — 2009
Bachelor's Degree

Illinois State University

Meridian

Kristopher Judd Kristopher Judd Greater New York City Area Details
Kristopher Judd's Merrill Lynch Wealth Management Bank of America Corporation Experience May 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  May 2014 - Present

Education
University of North Florida   2011 — 2013
Bachelor's Degree

Flagler College

Rennee (Silva) Lammi Rennee (Silva) Lammi Boston, Massachusetts Details
Rennee (Silva) Lammi's Merrill Lynch Wealth Management Bank of America Corporation Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  June 2014 - Present

Education
Hult International Business School   2012 — 2013
Master of Business Administration (M.B.A.), Concentration in Finance

Universidade Federal do Espírito Santo   1994 — 1998
Bachelor of Science (B.S.), Communication, Marketing and Advertising

Alan Schoenfeld Alan Schoenfeld Greater New York City Area Details
Alan Schoenfeld's Merrill Lynch Wealth Management Bank of America Corporation Experience September 1973 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  September 1973 - Present

Education
New York University   1964 — 1968
Bachelor's Degree

New York University   1964 — 1968
Bachelor's degree, American History (United States)

Sean Hummel Sean Hummel San Antonio, Texas Area Details
Sean Hummel's Merrill Lynch Wealth Management Bank of America Corporation Experience November 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  November 2014 - Present

Education
University of Alaska Fairbanks   2009 — 2013
Bachelor's Degree

Peninsula College

Joseph Stein Joseph Stein West Palm Beach, Florida Area Details
Joseph Stein's Merrill Lynch Wealth Management Bank of America Corporation Experience March 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  March 2015 - Present

Education
Tufts University   2004 — 2008
Bachelor's Degree

Horace Greeley

Horace Greeley

Tufts University
International Relations

Michael P. Rapps Michael P. Rapps Woodmere, New York Details
Michael P. Rapps's Merrill Lynch Wealth Management Bank of America Corporation Experience 2012 - 2014
Job Estate Planning | Business Law | Financial Planning
Industry Law Practice
Experience
Rapps Law Firm, PLLC   September 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  2012 - 2014
Prosperity Asset Management   2007 - 2012

Skills
Estate Planning, Estate Tax Planning, Wealth Preservation..., Asset Protection, Retirement Planning, Wealth Management, Trusts, Securities Regulation, Business Entity..., Corporate Law, Financial Services, Employee Benefits, Asset Management, Financial Planning, Elder Law, Medicaid, Long-term Care, Management, Mergers, Crowdfunding, Joint Ventures, Legal Assistance, Legal Writing, Financial Analysis, Insurance, Legal Research, Litigation, Securities, Mergers & Acquisitions, Leadership, Financial Advisory, Series 7, Public Speaking, Strategic Planning

Education
Hofstra University School of Law   2009 — 2012
Juris Doctorate Degree, Banking, Corporate, Finance, and Securities Law

Yeshiva University   2006 — 2009
Master's Degree, Education and Administration

Mark Ventresco Mark Ventresco Greater Los Angeles Area Details
Mark Ventresco's Merrill Lynch Wealth Management Bank of America Corporation Experience June 2013 - Present
Job Wealth Management Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  June 2013 - Present

Skills
Financial Advisor

Education
Grossmont College   1981 — 1986
Associate's Degree/College Diploma

Pepperdine University, The George L. Graziadio School of Business and Management

Brandon Barile, CFP® , CRPC® Brandon Barile, CFP® , CRPC® Tampa, Florida Details
Brandon Barile, CFP® , CRPC®'s Merrill Lynch Wealth Management Bank of America Corporation Experience 2008 - June 2012
Job Senior Vice President Investments RockPort Global Advisors
Industry Financial Services
Experience
RockPort Global Advisors WWW.RETIREPREPARED.ORG   July 2012 - Present
Certified Financial Planner designation in 2006   May 2008 - June 2012
Merrill Lynch Wealth Management Bank of America Corporation   2008 - June 2012

Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, Social Security timing, Private REIT's, Guaranteed Income..., Sports, Financial Advisory, 401k, Retirement, Investment Strategies, Investment Management, Loans, Commercial Lending, Financial Analysis, IRAs, Securities, 401k Rollovers, High Net Worth..., ETFs, Investments, Portfolio Management

Education
University of South Florida - College of Business Administration   1984 — 1988
Bachelors of Science, Marketing / Finance

University of South Florida   1983 — 1988

Thomas Newberg Thomas Newberg Rochester, New York Area Details
Thomas Newberg's Merrill Lynch Wealth Management Bank of America Corporation Experience January 2012 - March 2015
Job Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  January 2012 - March 2015
Salzman & Co.   November 2009 - April 2011
Information Providers, Inc.   August 2004 - November 2009

Skills
Investments, Finance, Portfolio Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2009
Master of Business Administration (M.B.A.), Investment Management

University of Iowa   1998 — 2002
Bachelor's Degree, Economics

Richard Glaser Richard Glaser Rochester, New York Area Details
Richard Glaser's Merrill Lynch Wealth Management Bank of America Corporation Experience May 2006 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  May 2006 - Present

Education
Columbia University   1983 — 1985
Master's Degree, International Business

Haverford College in Pennsylvania   1979 — 1983
Bachelor's Degree, History

Middlebury College   1982 — 1982
Chinese Language Studies

The London School of Economics and Political Science (LSE)   1981 — 1982
International History

Michael Neil Michael Neil Greater Philadelphia Area Details
Michael Neil's Merrill Lynch Wealth Management Bank of America Corporation Experience January 2009 - June 2012
Job Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners  August 2012 - Present
JRAid   June 2011 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  January 2009 - June 2012
Merrill Lynch  August 2005 - January 2009
American Business Financial Services  March 2004 - April 2005
Ascentive LLC   March 2002 - February 2004
eCal Corporation  January 1999 - July 2001
Mike Rosen & Associates   December 1994 - January 1999

Education
Syracuse University

Hunter Hart, CFP® ChFC® Hunter Hart, CFP® ChFC® Washington D.C. Metro Area Details
Hunter Hart, CFP® ChFC®'s Merrill Lynch Wealth Management Bank of America Corporation Experience May 2012 - June 2014
Job CERTIFIED FINANCIAL PLANNER™ at Equity Planning, Inc.
Industry Financial Services
Experience
Equity Planning, Inc   June 2014 - Present
National Marine Corps Business Network  January 2013 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  May 2012 - June 2014
United States Marine Corps  September 2003 - September 2007

Skills
Strategic Financial..., Retirement Income..., Estate Planning, Retirement Planning, Investments, 401k Rollovers, High Net Worth..., Life Insurance, Wealth Management, 401k, Retirement, Budgets, Series 7, Management, Investment Strategies, Leadership, Small Business, Hedge Funds, Managerial Finance, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, Investment Advisory, Insurance, Securities, Equities, Financial Advisory, IRAs, Risk Management, Financial Analysis, Financial Services, Disability Insurance, Long-term Care, government benefits...

Education
The Johns Hopkins University - Carey Business School   2013 — 2017
Master of Business Administration (M.B.A.)

The American College   2011 — 2012
Chartered Financial Consultant, Financial Planning and Investments

Hawaii Pacific University   2007 — 2011
Bachelor's Degree, Business Administration and Management, General

Cory Dickison Cory Dickison Greater Minneapolis-St. Paul Area Details
Cory Dickison's Merrill Lynch Wealth Management Bank of America Corporation Experience February 2015 - Present
Job Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  February 2015 - Present
AppleOne Employment Services  August 2014 - February 2015
SPS Commerce  October 2012 - February 2014
SPS Commerce  July 2011 - October 2012

Skills
SaaS, Salesforce.com, Business Development, Solution Selling, Sales Process, Sales Operations, Cold Calling, Management, Sales Management, Negotiation, Integration, Training, Retail, Sales Presentations, CRM, Sourcing, Account Management, B2B, Lead Generation, Analysis, Enterprise Software, Direct Sales, Selling

Education
Minnesota State University, Mankato   2006 — 2010
Finance

Mounds View High School

Krishna Akella Krishna Akella Washington D.C. Metro Area Details
Krishna Akella's Merrill Lynch Wealth Management Bank of America Corporation Experience January 2013 - June 2014
Job Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte  July 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  January 2013 - June 2014
Rutgers, The State University of New Jersey-New Brunswick   September 2013 - November 2013
Merrill Lynch Wealth Management, Bank of America Corporation  May 2012 - January 2013

Skills
Management Consulting, Equity Research, Leadership, Econometrics, Macroeconomics, Asset Allocation, Microsoft Office, Public Speaking, Business Process..., IT Strategy, SAS, SWOT analysis, Relationship Building, Salesforce.com, SDLC, Data Analysis, OBIEE 11g, Data Modeling, ETL

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2014
BA

Park Ridge High School   2006 — 2010

American University
Nondegree Undergraduate

Brian Casebeer Brian Casebeer Kansas City, Missouri Area Details
Brian Casebeer's Merrill Lynch Wealth Management Bank of America Corporation Experience December 2011 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  December 2011 - Present

Skills
Retirement Planning, 401k IRA, Wealth Managment

Education
Washburn University   1991 — 2001
Bachelor's Degree

TWHS

Örebro University

Edward Garbarino Edward Garbarino Baltimore, Maryland Area Details
Edward Garbarino's Merrill Lynch Wealth Management Bank of America Corporation Experience May 1988 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  May 1988 - Present

Skills
Retirement Planning, Wealth Management, Investment Planning

Education
University of Notre Dame Mendoza College of Business Administration   1970 — 1974
Bachelor's Degree

PTHS

PTHS

PTHS

University of Notre Dame

University of Notre Dame

University of Notre Dame

Harry Ratliff Harry Ratliff Greater St. Louis Area Details
Harry Ratliff's Merrill Lynch Wealth Management Bank of America Corporation Experience December 1982 - Present
Job Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  December 1982 - Present

Education
University of Missouri St Louis   1966 — 1972
Bachelor's Degree

University of Missouri-Saint Louis
BSBA, Marketing

Michael De La Garza Michael De La Garza Greater Denver Area Details
Michael De La Garza's Merrill Lynch Wealth Management Bank of America Corporation Experience May 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  May 2014 - Present

Education
University of Colorado   1998 — 2001
Bachelor's Degree

University of Colorado Boulder   1998 — 2001
Economics and Business

Idalou High School

Michael Ronan Michael Ronan San Francisco Bay Area Details
Michael Ronan's Merrill Lynch Wealth Management Bank of America Corporation Experience 1996 - Present
Job Menlo Park Market Executive at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  1996 - Present

Education
San Diego State University-California State University
Bachelor of Science (BS)

Christopher Gallo Christopher Gallo Santa Barbara, California Area Details
Christopher Gallo's Merrill Lynch Wealth Management Bank of America Corporation Experience June 1997 - Present
Job Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, CIMA (r)
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  June 1997 - Present

Education
University of California, Santa Barbara   1990 — 1992
English, English Language and Literature/Letters

University of California System   1988 — 1992
Bachelor's Degree

Heath Harris Heath Harris Washington D.C. Metro Area Details
Heath Harris's Merrill Lynch Wealth Management Bank of America Corporation Experience March 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  March 2011 - Present

Education
Salisbury University - Perdue School of Business
Bachelor's degree, Financial Planning and Services

Beth Nuzzo Newmark Beth Nuzzo Newmark Greater Boston Area Details
Beth Nuzzo Newmark's Merrill Lynch Wealth Management Bank of America Corporation Experience August 2010 - Present
Job Associate General Counsel & Director, Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  August 2010 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  March 2009 - August 2010
Banc of America Investment Services, Inc., Global Wealth & Investment Management, Bank of America   July 2008 - March 2009
Premier Banking & Investments, Global Wealth & Investment Management, Bank of America   March 2007 - July 2008
Global Wealth & Investment Management, Bank of America   July 2006 - March 2007
Conn Kavanaugh Rosenthal Peisch & Ford, LLP   2003 - 2006

Education
Boston College Law School   2000 — 2003
J.D., Law

University of Pennsylvania   1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General

Rowland Hall - St. Mark's School   1992 — 1996

David Rath, JD, CFP® David Rath, JD, CFP® Greater St. Louis Area Details
David Rath, JD, CFP®'s Merrill Lynch Wealth Management Bank of America Corporation Experience September 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  September 2013 - Present
Stifel Financial Corp.  July 2009 - September 2013
Wachovia  July 2006 - July 2009
Edward Jones Trust Company  January 2005 - July 2006

Skills
Estate Planning, Investments, Wealth Management, Retirement Planning, Finance, Financial Planning, Portfolio Management, Financial Services, Mutual Funds, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Legal Writing, Real Estate, 401k Rollovers

Education
Saint Louis University School of Law   2001 — 2004
Doctor of Law (JD)

Saint Louis University   1996 — 2000
BA, English

St. Xavier High School - Louisville, KY   1992 — 1996
High School

Todd Panto Todd Panto Greater Philadelphia Area Details
Todd Panto's Merrill Lynch Wealth Management Bank of America Corporation Experience April 2011 - Present
Job Wealth Management Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  April 2011 - Present

Education
Rutgers University
Bachelor's Degree

Christopher Edgar Christopher Edgar Greater New York City Area Details
Christopher Edgar's Merrill Lynch Wealth Management Bank of America Corporation Experience November 2010 - Present
Job Assistant Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  November 2010 - Present

Education
Rider University   2011 — 2016
Master of Business Administration (M.B.A.), Finance, General

Rider University   2005 — 2009
Bachelor's Degree

Robert Norton, CRPC® Robert Norton, CRPC® Annapolis, Maryland Details
Robert Norton, CRPC®'s Merrill Lynch Wealth Management Bank of America Corporation Experience September 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  September 2012 - Present

Education
University of South Carolina-Columbia   2009 — 2012
Bachelor's Degree, Business Administration, 3.77/4.0

Salisbury University   2008 — 2009
Attended no diploma conferred

Hal Hoeft Hal Hoeft Santa Monica, California Details
Hal Hoeft's Merrill Lynch Wealth Management Bank of America Corporation Experience August 2009 - May 2014
Job Executive Director Investments at Oppenheimer & Co., Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc.   May 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  August 2009 - May 2014
Morgan Stanley Wealth Management  October 2000 - February 2008

Education
University of Utah - David Eccles School of Business
Master of Business Administration (M.B.A.)

Brigham Young University
Bachelor's Degree, Computer Science

Casey Dupuis Casey Dupuis Greater Boston Area Details
Casey Dupuis's Merrill Lynch Wealth Management Bank of America Corporation Experience August 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation  August 2013 - Present

Education
Salem State University   2006 — 2011
Bachelor's Degree, Business Administration and Management, General