User
Email  
Phone  
Jobs
Current  
Past  
Skills
Interests
1.
Fort Lauderdale, United States
Current Job
Past Job
Skills
Alternative Investments, Asset Allocation, Series 7, Portfolio Management, Fixed Income, Investments, Wealth Management, Series 63, Retirement Planning, Asset Management, Hedge Funds, Mutual Funds, Equities, Bonds
2.
Garden City, United States
Current Job
Past Job
Skills
Recruiting, Public Speaking, New Business Development, Leadership, Hiring, Strategic Financial Planning, Series 7, Series 63, Series 65, Series 24, Series 8, Series 66, Business Strategy, Sales & Marketing Leadership, Alternative Investments
3.
New York, United States
Current Job
Past Job
Skills
Six Sigma, Data Analysis, Project Management, Management, Business Intelligence, Business Planning, Business Process Improvement, Business Analysis, Business Strategy, Cross-functional Team Leadership, Operations Management, Series 7, CRM, Process Improvement, Risk Management, Strategy
4.
Jacksonville, United States
Current Job
Past Job
5.
New York, United States
Current Job
Past Job
6.
Washington, United States
Current Job
Past Job
Skills
Series 7, Derivatives, Series 63, Investments, Wealth Management, Asset Allocation, Fixed Income, Alternative Investments, Mutual Funds, Uniform Combined State Law, Investment Strategies, Investment Advisory, Equities, Securities, Bloomberg, Investment Management, Retirement Planning
7.
New York, United States
Current Job
Past Job
Skills
Equities, Bloomberg, Investments, Fixed Income, Series 7, Zephyr, CIMA, Alternative Investments, Due Diligence, Municipal Bonds, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Leadership, Public Speaking, Mutual Funds, Asset Allocation
Interests
8.
New York, United States
Current Job
Past Job
Skills
Structured Products, Capital Markets, Hedging, Portfolio Management, Series 24, Series 63, Series 7, Wealth Management, Business Strategy, Financial Advisory, Alternative Investments, Banking, Asset Allocation, Due Diligence, ETFs
9.
New York, United States
Current Job
Past Job
Skills
Public Speaking, Fundraising, Mentoring, Customer Relations, Public Relations, Writing
10.
New York, United States
Current Job
Past Job
Skills
Wealth Management, Series 7, Series 63, FINRA, Investment Management, Trading Systems, Mutual Funds, Financial Services, Risk Management, Bloomberg, Asset Allocation, Banking, Options, Investment Strategies, Trading
11.
Jacksonville, United States
Current Job
Past Job
Skills
Project Management, Vendor Management, Analysis, Process Improvement, Management, Relationship Management, Business Analysis, Alternative Investments, Mutual Funds, Hedge Funds, Equities, Banking, Trading Systems, Risk Management, Financial Services
12.
Trenton, United States
Current Job
  • Vice President - Managed Solutions Group Product Specialist Merrill Lynch
Past Job
Skills
Business Analysis, Problem Solving, Requirements Analysis, Series 7, Management, Business Requirements, Investments, Securities, Banking, Wealth Management, Visio, Strategy, Process Improvement, P2P, B2B Marketing Strategy, B2B, Governance, Financial Services
13.
New York, United States
Current Job
Past Job
Skills
Wealth Management, Mutual Funds, Series 7, Equities, Series 63, Investments, Investment Advisory, Retirement Planning, Fixed Income, Asset Allocation, Risk Management, FINRA, Leadership, Series 65, Series 24
14.
New York, United States
Current Job
Past Job
15.
Dayton, United States
Current Job
Past Job
16.
Chicago, United States
Current Job
Past Job
17.
Ferrelview, United States
Current Job
Past Job
18.
Springfield Township, United States
Current Job
Past Job
Interests
19.
Jacksonville, United States
Current Job
Past Job
Skills
Retirement, Series 7, Retirement Planning, Financial Advisory, Asset Allocation, Series 63, Finance, IRAs, Investments, Fixed Annuities, Wealth Management, FINRA, Series 65, Florida Life, Financial Planning
20.
Duarte, United States
Current Job
Past Job
21.
Hong Kong
Current Job
  • Director, Structured Products Group, Platform Structuring and Sales, Equities and AI Merrill Lynch
Past Job
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Bloomberg, Investments, Hedge Funds, Management, Valuation, Financial Modeling
22.
New York, United States
Current Job
Past Job
  • Head of Channel and Segment Solutions - Global Wealth Management Merrill Lynch
  • Head of Sales and Business Development - Private Banking and Investment Group Merrill Lynch
  • Director of Investment Solutions - Private Banking and Investment Group Merrill Lynch
  • VP - Product Manager - UHNW and Institutional Consulting Business Merrill Lynch
  • AVP - Associate Product Manager, Strategic Portfolio Advisor (SPA) Merrill Lynch
23.
New York, United States
Current Job
Past Job
24.
New York, United States
Current Job
Past Job
Skills
Series 7, Asset Management, Auditing, Equities, Alternative Investments, Mutual Funds, Investments, Financial Risk, Project Management, Hedge Funds, Wealth Management, Fixed Income
25.
Jacksonville, United States
26.
New York, United States
Current Job
Past Job
Skills
Wealth Management, Risk Management, Banking, Asset Managment, Project Management, Change Management, Team Leadership, Business Planning, Analysis, Asset Management, Business Analysis, Credit, Customer Service, Finance, Financial Modeling
27.
Jacksonville Beach, United States
Current Job
Past Job
Skills
Customer Service, Leadership, Microsoft Office, Event Planning, Strategic Planning, Time Management, Social Media, Social Networking, Microsoft Word, Management
28.
Jacksonville, United States
Current Job
Past Job
Skills
SDLC, Middle Office, Business Analysis, Trading Systems, Transfer Agency, User Acceptance Testing, Project Coordination, Six Sigma, Series 7, Back Office, Qualified Retirement Plans, Mutual Funds, Alternative Investments, Product Development, Production Support
29.
New York, United States
Current Job
Past Job
  • Vice President - Alternative Investments Platform Management Merrill Lynch
  • Assistant Vice President - Alternative Investments Platform Management Merrill Lynch
  • Assistant Vice President/Manager - Alternative Investments Accounting Services Dept. Merrill Lynch
  • Supervisor - Mutual Funds Treasury Dept. Merrill Lynch
Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Hedge Funds, Operations Management, Supervisory Skills, Project Management, Financial Reporting, Relationship Management, Equities, Private Equity, Asset Management, Financial Services, Portfolio Management
30.
New York, United States
Current Job
Past Job
Interests
31.
Jacksonville, United States
Current Job
Past Job
Skills
Capital Markets, Equities, Fixed Income, Series 7, Bloomberg, Mutual Funds, Securities, Financial Services, Risk Management, Financial Markets, Finance, Structured Products, Trading, Market Data, Series 24, Bonds, Portfolio Management
32.
Philadelphia, United States
Current Job
  • Director, Head of Centralized Planning and Analysis -Global Wealth Investment Management Merrill Lynch
  • Director, Chief Administrative Officer - Global Wealth Investment Management Merrill Lynch
  • Director, Senior Project Manager- Enterprise Optimization Merrill Lynch
Past Job
Skills
Finance, Executive Management, Risk Management, Start-ups, Financial Reporting, Financial Services, Accounting, Series 7, Wealth Management, Strategic Planning, Securities, Analysis, Banking, Budgets, Equities, Management, Microsoft Office, Project Management, Forecasting
33.
Philadelphia, United States
Current Job
Past Job
Skills
Retirement Planning, Series 7, Retirement, 401k, Salesforce.com, IRAs, Defined Benefit, Call Centers, 403 b, Series 63, Investments, Mutual Funds, Sales Management, CRM, Financial Advisory, Fixed Annuities, Wealth Management
34.
New York, United States
Current Job
Past Job
Skills
Trading Systems, Front Office Trading Systems
Interests
35.
New York, United States
Current Job
Past Job
Skills
Series 7, Equities, Trading, Investment Banking, Series 63, Bloomberg, Capital Markets, Equity Trading, IPO, Risk Management, Financial Services, Equity Capital Markets, Financial Markets, Series 24, Corporate Finance
Current Job
Past Job
Skills
Financial Analysis, Operations Control, Account Reconciliation, Financial Accounting, Variance Analysis, Auditing, Cash Flow Forecasting, Project Finance, Capital Budgeting, Managerial Finance, Analytics, Real Estate Economics, Business Planning, Internal Audit, Enterprise Risk Management, Business Strategy, Business Process
37.
London, United Kingdom
Current Job
Past Job
Skills
Capital Markets, Bloomberg
38.
Providence, United States
Current Job
Past Job
39.
Bellevue, United States
Current Job
Past Job
Skills
Alternative Investments, Risk Management, Financial Advisory, Portfolio Management, Retirement Planning, Wealth Management, Asset Management
40.
Philadelphia, United States
Current Job
Past Job
41.
New York, United States
Current Job
Past Job
42.
Philadelphia, United States
Current Job
Past Job
43.
Los Angeles, United States
Current Job
Past Job
Skills
Series 7, Wealth Management, Retirement Planning, Financial Analysis, CRPC, Income Protection, Estate Planning, IRAs, Roth IRA, 401k Rollovers, Defined Benefit, Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities
44.
Jacksonville, United States
Current Job
Past Job
45.
Trenton, United States
Current Job
Past Job
Skills
Relationship Management, Customer Service, Legal Assistance, Salesforce.com, Negotiation, Analysis, Account Management, Cold Calling
46.
Jacksonville, United States
Current Job
Past Job
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Analysis, Investment Banking, Derivatives, Mutual Funds, Capital Markets, Trading, Microsoft Office, Private Equity, Leadership, Finance
47.
Seattle, United States
Current Job
Past Job
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning
48.
New York, United States
Current Job
  • Director, Head of Platform Development for the Managed Solutions Group Merrill Lynch
Past Job
Skills
Wealth Management, Financial Services, Strategic Financial Planning, Financial Advisory, Analytics, Business Analysis, Strategy, Banking, Leadership, Management, Project Management, Financial Planning, Business Strategy, Portfolio Management, Series 7, Investment Advisory, Vendor Management, Relationship Management
49.
United States
Current Job
Past Job