Banc of America Securities, LLC
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, NY Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
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Banc of America Securities, LLC Employees
Employee
Years
Job
Industry
Denis Molloy Denis Molloy's Banc of America Securities, LLC Experience 2006 - 2008
Job Vice President Control Room Compliance at Cowen Group, Inc.
Industry Financial Services
Experience
Cowen Group, Inc. March 2010 - Present
Credit Suisse March 2008 - March 2010
Banc of America Securities LLC 2006 - 2008
Skills
Series 7, Series 24, Broker-Dealer Compliance
Education
State University of New York at Albany 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Cowen Group, Inc. March 2010 - Present
Credit Suisse March 2008 - March 2010
Banc of America Securities LLC 2006 - 2008
Skills
Series 7, Series 24, Broker-Dealer Compliance
Education
State University of New York at Albany 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Chely Picazo Chely Picazo's Banc of America Securities, LLC Experience January 1998 - January 1999
Job Executive Assistant to CEO at Jawbone
Industry Consumer Electronics
Experience
Sandler O'Neill & Partners, L.P. November 2006 - March 2012
JWM Partners LLC January 2003 - November 2006
OffRoad Capital January 1999 - January 2000
Banc of America Securities LLC January 1998 - January 1999
Banc of America Securities LLC January 1995 - January 1998
Skills
Executive Support, Board Relations, Office Management, Event Planning, Heavy Calendaring, Travel Management, Employee Training, Investments, Banking, Bloomberg, Fluent in Spanish, InterAction CRM, CRM, Microsoft Excel, Microsoft Office, Financial Services, Hedge Funds, Trading, Sales, Start-ups, Customer Service
Education
University of California, Berkeley
B.A, Sociology/Education
Sandler O'Neill & Partners, L.P. November 2006 - March 2012
JWM Partners LLC January 2003 - November 2006
OffRoad Capital January 1999 - January 2000
Banc of America Securities LLC January 1998 - January 1999
Banc of America Securities LLC January 1995 - January 1998
Skills
Executive Support, Board Relations, Office Management, Event Planning, Heavy Calendaring, Travel Management, Employee Training, Investments, Banking, Bloomberg, Fluent in Spanish, InterAction CRM, CRM, Microsoft Excel, Microsoft Office, Financial Services, Hedge Funds, Trading, Sales, Start-ups, Customer Service
Education
University of California, Berkeley
B.A, Sociology/Education
Kleopatra (Sekuj) Benyam Kleopatra (Sekuj) Benyam's Banc of America Securities, LLC Experience 2006 - 2008
Job Finance Director, Ralph Lauren Luxury
Industry Retail
Experience
Ralph Lauren June 2015 - Present
The TJX Companies, Inc. September 2014 - March 2015
The TJX Companies, Inc. August 2011 - July 2014
The TJX Companies, Inc. September 2008 - July 2011
Brandeis University International Business School 2008 - 2008
Banc of America Securities LLC 2006 - 2008
Skills
Corporate Finance, Financial Analysis, Investments, Economics, Valuation, Financial Modeling, Due Diligence, Private Equity, Bloomberg, Forecasting, Business Strategy, Competitive Analysis, Financial Reporting, Microsoft Excel, Investment Banking, Finance, Quantitative Analytics, Mergers & Acquisitions, Risk Management, Capital Markets, Analysis, Strategic Financial..., Financial Planning
Education
Wellesley College 2001 — 2005
BA, Economics and German
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Master's Degree, Study Abroad
Brandeis University, Lemberg - International Business School 2004 — 2006
MA, International Economics
Boston University - School of Management 2013 — 2013
Operations Management
Brandeis University, Lemberg - International Business School 2009 — 2013
MBA, International Economics
Ralph Lauren June 2015 - Present
The TJX Companies, Inc. September 2014 - March 2015
The TJX Companies, Inc. August 2011 - July 2014
The TJX Companies, Inc. September 2008 - July 2011
Brandeis University International Business School 2008 - 2008
Banc of America Securities LLC 2006 - 2008
Skills
Corporate Finance, Financial Analysis, Investments, Economics, Valuation, Financial Modeling, Due Diligence, Private Equity, Bloomberg, Forecasting, Business Strategy, Competitive Analysis, Financial Reporting, Microsoft Excel, Investment Banking, Finance, Quantitative Analytics, Mergers & Acquisitions, Risk Management, Capital Markets, Analysis, Strategic Financial..., Financial Planning
Education
Wellesley College 2001 — 2005
BA, Economics and German
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Master's Degree, Study Abroad
Brandeis University, Lemberg - International Business School 2004 — 2006
MA, International Economics
Boston University - School of Management 2013 — 2013
Operations Management
Brandeis University, Lemberg - International Business School 2009 — 2013
MBA, International Economics
Christian Evans Christian Evans's Banc of America Securities, LLC Experience January 2002 - October 2006
Job Senior Trading Operations Manager and Trading Programs Project Manager at Sentient Technologies (fmr: Genetic Finance)
Industry Financial Services
Experience
Sentient Technologies September 2014 - Present
BNY Mellon Capital Management (MCM) October 2006 - July 2014
Banc of America Securities LLC January 2002 - October 2006
Banc of America Securities (formerly: Montgomery Securities) August 1996 - January 2002
Skills
Fixed Income, Collateral Management, Bloomberg, Equities, Hedge Funds, Derivatives, Alternative Investments, FX Options, Capital Markets, Asset Management, Series 7, Options, Middle Office, Securities, Trading Systems, Bloomberg Terminal, Mutual Funds, Index Options, Microsoft Excel, Financial Futures, series 63, Charles River IMS, Investments, FINRA, Series 63, Trading, Financial Services, Risk Management, Management, Finance, Investment Management, Financial Markets, Project Management, Financial Analysis, Portfolio Management
Education
University of California, Davis
BA
Sentient Technologies September 2014 - Present
BNY Mellon Capital Management (MCM) October 2006 - July 2014
Banc of America Securities LLC January 2002 - October 2006
Banc of America Securities (formerly: Montgomery Securities) August 1996 - January 2002
Skills
Fixed Income, Collateral Management, Bloomberg, Equities, Hedge Funds, Derivatives, Alternative Investments, FX Options, Capital Markets, Asset Management, Series 7, Options, Middle Office, Securities, Trading Systems, Bloomberg Terminal, Mutual Funds, Index Options, Microsoft Excel, Financial Futures, series 63, Charles River IMS, Investments, FINRA, Series 63, Trading, Financial Services, Risk Management, Management, Finance, Investment Management, Financial Markets, Project Management, Financial Analysis, Portfolio Management
Education
University of California, Davis
BA
Nancy Meadows Nancy Meadows's Banc of America Securities, LLC Experience July 2007 - April 2008
Job
Industry Investment Management
Experience
Moody's Investors Service January 2012 - Present
Bank of America Merrill Lynch September 2011 - January 2012
Bank of America Merrill Lynch August 2008 - September 2011
Banc of America Securities LLC July 2007 - April 2008
Merrill Lynch & Co. 2001 - 2007
Merrill Lynch International Bank September 1999 - June 2001
Deloitte Consulting August 1998 - September 1999
United States Air Force August 1989 - December 1992
Skills
Credit, Portfolio Management, Financial Risk, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Valuation, Corporate Finance, Credit Risk, Due Diligence, Investments, Analysis, Finance, Investment Banking, Financial Analysis, Credit Analysis, Credit Derivatives, Financial Structuring, Loans, Management, Market Risk, Mergers, Negotiation, Risk Management, Structured Finance, Trading
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University-Graduate School of Arts & Science
M.A., Near Eastern Studies and Journalism
University of Colorado at Boulder
B.A., International Affairs, magna cum laude
Université Michel de Montaigne (Bordeaux 3)
Institut d'Etudes Politiques (IEP)
Moody's Investors Service January 2012 - Present
Bank of America Merrill Lynch September 2011 - January 2012
Bank of America Merrill Lynch August 2008 - September 2011
Banc of America Securities LLC July 2007 - April 2008
Merrill Lynch & Co. 2001 - 2007
Merrill Lynch International Bank September 1999 - June 2001
Deloitte Consulting August 1998 - September 1999
United States Air Force August 1989 - December 1992
Skills
Credit, Portfolio Management, Financial Risk, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Valuation, Corporate Finance, Credit Risk, Due Diligence, Investments, Analysis, Finance, Investment Banking, Financial Analysis, Credit Analysis, Credit Derivatives, Financial Structuring, Loans, Management, Market Risk, Mergers, Negotiation, Risk Management, Structured Finance, Trading
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University-Graduate School of Arts & Science
M.A., Near Eastern Studies and Journalism
University of Colorado at Boulder
B.A., International Affairs, magna cum laude
Université Michel de Montaigne (Bordeaux 3)
Institut d'Etudes Politiques (IEP)
Marcus Dover Marcus Dover's Banc of America Securities, LLC Experience June 2010 - December 2010
Job Product Manager (Digital Messaging) MBA Intern at TMobile
Industry Financial Services
Experience
T-Mobile June 2015 - September 2015
Dolby Laboratories January 2015 - March 2015
Equal Opportunity Schools January 2015 - March 2015
BBAM LLC April 2012 - June 2014
Google (through BVOH) June 2011 - April 2012
Bank of the West (CV Partners) March 2011 - June 2011
Banc of America Securities LLC June 2010 - December 2010
Banc of America Securities, LLC October 2005 - June 2010
Banc of America Investment Services, Inc December 2002 - September 2005
THE HEARST CORPORATION August 2000 - December 2002
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Audits, Financial Statements, Account Reconciliation, Analysis, Hyperion Enterprise, Finance, Internal Audit, Financial Accounting, General Ledger, GAAP, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, SEC filings, US GAAP, Auditing, Cash Flow, Strategic Financial..., Financial Planning, Consumer Products, Marketing, Marketing Strategy, Market Research
Education
University of Washington, Michael G. Foster School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Asheville 1996 — 2000
BS, Accounting
T-Mobile June 2015 - September 2015
Dolby Laboratories January 2015 - March 2015
Equal Opportunity Schools January 2015 - March 2015
BBAM LLC April 2012 - June 2014
Google (through BVOH) June 2011 - April 2012
Bank of the West (CV Partners) March 2011 - June 2011
Banc of America Securities LLC June 2010 - December 2010
Banc of America Securities, LLC October 2005 - June 2010
Banc of America Investment Services, Inc December 2002 - September 2005
THE HEARST CORPORATION August 2000 - December 2002
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Audits, Financial Statements, Account Reconciliation, Analysis, Hyperion Enterprise, Finance, Internal Audit, Financial Accounting, General Ledger, GAAP, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, SEC filings, US GAAP, Auditing, Cash Flow, Strategic Financial..., Financial Planning, Consumer Products, Marketing, Marketing Strategy, Market Research
Education
University of Washington, Michael G. Foster School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Asheville 1996 — 2000
BS, Accounting
David Wareikis David Wareikis's Banc of America Securities, LLC Experience July 2001 - September 2002
Job CEO of Blue Jay Wireless, LLC
Industry Telecommunications
Experience
Blue Jay Wireless, LLC May 2012 - Present
Bluffview Capital, LP July 2003 - February 2008
Banc of America Securities, LLC July 2001 - September 2002
Banc of America Securities, LLC July 1998 - June 2001
Skills
Telecommunications, Wireless, Corporate Finance, Leadership, Due Diligence, Corporate Development, Strategic Partnerships, Financial Modeling, Private Equity, Strategy, Business Strategy, Executive Management, Mergers, Venture Capital, Project Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Business Analysis
Education
University of Pennsylvania 1995 — 1998
B.A., Economics
Blue Jay Wireless, LLC May 2012 - Present
Bluffview Capital, LP July 2003 - February 2008
Banc of America Securities, LLC July 2001 - September 2002
Banc of America Securities, LLC July 1998 - June 2001
Skills
Telecommunications, Wireless, Corporate Finance, Leadership, Due Diligence, Corporate Development, Strategic Partnerships, Financial Modeling, Private Equity, Strategy, Business Strategy, Executive Management, Mergers, Venture Capital, Project Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Business Analysis
Education
University of Pennsylvania 1995 — 1998
B.A., Economics
Covell Adams Covell Adams's Banc of America Securities, LLC Experience December 2005 - November 2010
Job Director, ABF Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
The Structured Finance Industry Group, Inc. July 2013 - Present
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch November 2010 - June 2012
Banc of America Securities LLC December 2005 - November 2010
Bank of America October 2000 - December 2005
Bank of America June 2000 - October 2000
Skills
Capital Markets, Structured Finance, Fixed Income, Credit Analysis, Investment Banking, Securities, Series 7, Banking, Hedge Funds, Derivatives, Bonds
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, American History
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), History
Wells Fargo Securities June 2015 - Present
The Structured Finance Industry Group, Inc. July 2013 - Present
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch November 2010 - June 2012
Banc of America Securities LLC December 2005 - November 2010
Bank of America October 2000 - December 2005
Bank of America June 2000 - October 2000
Skills
Capital Markets, Structured Finance, Fixed Income, Credit Analysis, Investment Banking, Securities, Series 7, Banking, Hedge Funds, Derivatives, Bonds
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, American History
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), History
Eddy Chan's Banc of America Securities, LLC Experience 2001 - 2002
Job CoFounder at Leeo, Inc.
Industry Information Technology and Services
Experience
Leeo, Inc. 2013 - Present
Morrison & Foerster LLP 2006 - 2012
Banc of America Securities LLC 2001 - 2002
Skills
Private Equity, Venture Capital, Joint Ventures, IPO, Debt, Corporate Development, Strategic Planning
Education
Georgetown University Law Center
J.D., Law
University of California, Berkeley, Haas School of Business
B.S., Business Administration
Leeo, Inc. 2013 - Present
Morrison & Foerster LLP 2006 - 2012
Banc of America Securities LLC 2001 - 2002
Skills
Private Equity, Venture Capital, Joint Ventures, IPO, Debt, Corporate Development, Strategic Planning
Education
Georgetown University Law Center
J.D., Law
University of California, Berkeley, Haas School of Business
B.S., Business Administration
David Naiman's Banc of America Securities, LLC Experience May 2004 - October 2007
Job Investment and Corporate Development Professional
Industry Venture Capital & Private Equity
Experience
Wherewithal Partners Inc. October 2013 - Present
Capture.it Tech October 2014 - Present
Wellpoint Health Services March 2014 - December 2014
Access Holdings January 2013 - September 2013
OPTrust Private Markets Group October 2007 - December 2012
Banc of America Securities LLC May 2004 - October 2007
Webhelp, Inc. July 2000 - June 2002
Andersen Business Consulting August 1999 - July 2000
Arthur Andersen May 1996 - July 1999
Skills
Private Equity, Corporate Development, Venture Capital, Financial Modeling, Corporate Finance, M&A experience, Mergers, LBO, Fixed Income, Mergers & Acquisitions, Communication, Alternative Investments, Valuation, Investment Banking, Equities, Investments, Capital Markets, Finance, Portfolio Management, Financial Services, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Entrepreneurial Management
Chartered Accountant 2000 — 2000
CA
University of Toronto - Rotman School of Management 1993 — 1997
B. Comm, Commerce & Finance
Wherewithal Partners Inc. October 2013 - Present
Capture.it Tech October 2014 - Present
Wellpoint Health Services March 2014 - December 2014
Access Holdings January 2013 - September 2013
OPTrust Private Markets Group October 2007 - December 2012
Banc of America Securities LLC May 2004 - October 2007
Webhelp, Inc. July 2000 - June 2002
Andersen Business Consulting August 1999 - July 2000
Arthur Andersen May 1996 - July 1999
Skills
Private Equity, Corporate Development, Venture Capital, Financial Modeling, Corporate Finance, M&A experience, Mergers, LBO, Fixed Income, Mergers & Acquisitions, Communication, Alternative Investments, Valuation, Investment Banking, Equities, Investments, Capital Markets, Finance, Portfolio Management, Financial Services, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Entrepreneurial Management
Chartered Accountant 2000 — 2000
CA
University of Toronto - Rotman School of Management 1993 — 1997
B. Comm, Commerce & Finance
Tom Thongprasert's Banc of America Securities, LLC Experience 2006 - 2008
Job Manager Executive Recruiting at United Airlines
Industry Arts and Crafts
Experience
United Airlines January 2015 - July 2015
Egon Zehnder January 2010 - November 2011
Patara Capital Management, LP 2008 - 2010
Banc of America Securities, LLC 2006 - 2008
JPMorgan Securities, Inc. 2004 - 2006
Skills
Investment Banking, Financial Modeling, Leadership, Investments, Mergers & Acquisitions, Financial Analysis, Finance, Valuation, Due Diligence, Trading, Securities, Equity Research, Financial Risk, Management
Education
The University of Texas at Austin
Bachelor's Degree, Liberal Arts
United Airlines January 2015 - July 2015
Egon Zehnder January 2010 - November 2011
Patara Capital Management, LP 2008 - 2010
Banc of America Securities, LLC 2006 - 2008
JPMorgan Securities, Inc. 2004 - 2006
Skills
Investment Banking, Financial Modeling, Leadership, Investments, Mergers & Acquisitions, Financial Analysis, Finance, Valuation, Due Diligence, Trading, Securities, Equity Research, Financial Risk, Management
Education
The University of Texas at Austin
Bachelor's Degree, Liberal Arts
Katrina (Kuehn) Onderdonk Katrina (Kuehn) Onderdonk's Banc of America Securities, LLC Experience 1998 - 1999
Job Talent Management Professional, konderdonk@caltech.edu
Industry Staffing and Recruiting
Experience
California Institute of Technology 2013 - Present
S. Benjamins & Company, Inc. 2012 - 2013
Gap Inc. 1999 - 2004
Banc of America Securities, LLC 1998 - 1999
Skills
Hiring, Sourcing, Talent Acquisition, Interviewing, Succession Planning, Community Service, Non-profit Mangement, Management, Talent Management, Applicant Tracking..., Interviews, Training, Onboarding, Recruiting, College Recruiting, Executive Search, Technical Recruiting, Research, Fundraising, Consulting, Internet Recruiting, Human Resources
Education
University of California, Berkeley 1993 — 1997
Bachelor of Science (B.S.), Psychology
Polytechnic School 1989 — 1993
California Institute of Technology 2013 - Present
S. Benjamins & Company, Inc. 2012 - 2013
Gap Inc. 1999 - 2004
Banc of America Securities, LLC 1998 - 1999
Skills
Hiring, Sourcing, Talent Acquisition, Interviewing, Succession Planning, Community Service, Non-profit Mangement, Management, Talent Management, Applicant Tracking..., Interviews, Training, Onboarding, Recruiting, College Recruiting, Executive Search, Technical Recruiting, Research, Fundraising, Consulting, Internet Recruiting, Human Resources
Education
University of California, Berkeley 1993 — 1997
Bachelor of Science (B.S.), Psychology
Polytechnic School 1989 — 1993
Melinda Vander-Veen Melinda Vander-Veen's Banc of America Securities, LLC Experience August 2001 - February 2004
Job
Industry Information Technology and Services
Experience
Mobile Health Consumer, Inc. March 2015 - Present
Rome Solutions May 2012 - February 2015
Taleo (Acquired Worldwide Compensation in January 2010) February 2009 - May 2012
PMI Mortgage Insurance May 2005 - January 2009
Banc of America Securities, LLC August 2001 - February 2004
Banc of America Securities, LLC May 2000 - August 2001
Rome Solutions July 1997 - May 2000
Aldon December 1991 - July 1997
Skills
SDLC, Quality Assurance, Software Project..., Requirements Analysis, Agile Methodologies, Testing, SaaS, Process Improvement, SQL, Program Management, Project Management, Software Quality..., Business Analysis, Test Automation, Test Planning, Enterprise Architecture, Enterprise Software, Software Development, Unix, Databases, Scrum, Management, Change Management, Vendor Management, Agile Project Management, User Acceptance Testing, Integration, Business Intelligence, Visio, Cloud Computing, Software Documentation, Requirements Gathering, Business Process, PMP, Data Warehousing, IT Strategy, SOA, IT Management, SharePoint, Oracle, Disaster Recovery, ITIL, Microsoft SQL Server, Quality Center, Project Planning, ERP, XML, Web Services, Web Applications, Systems Analysis
Education
University of California, Berkeley
B.S., with honors, Electrical Engineering & Computer Science and Materials Science & Engineering
Mobile Health Consumer, Inc. March 2015 - Present
Rome Solutions May 2012 - February 2015
Taleo (Acquired Worldwide Compensation in January 2010) February 2009 - May 2012
PMI Mortgage Insurance May 2005 - January 2009
Banc of America Securities, LLC August 2001 - February 2004
Banc of America Securities, LLC May 2000 - August 2001
Rome Solutions July 1997 - May 2000
Aldon December 1991 - July 1997
Skills
SDLC, Quality Assurance, Software Project..., Requirements Analysis, Agile Methodologies, Testing, SaaS, Process Improvement, SQL, Program Management, Project Management, Software Quality..., Business Analysis, Test Automation, Test Planning, Enterprise Architecture, Enterprise Software, Software Development, Unix, Databases, Scrum, Management, Change Management, Vendor Management, Agile Project Management, User Acceptance Testing, Integration, Business Intelligence, Visio, Cloud Computing, Software Documentation, Requirements Gathering, Business Process, PMP, Data Warehousing, IT Strategy, SOA, IT Management, SharePoint, Oracle, Disaster Recovery, ITIL, Microsoft SQL Server, Quality Center, Project Planning, ERP, XML, Web Services, Web Applications, Systems Analysis
Education
University of California, Berkeley
B.S., with honors, Electrical Engineering & Computer Science and Materials Science & Engineering
Jacqueline Garcia Jacqueline Garcia's Banc of America Securities, LLC Experience July 1999 - February 2004
Job Executive Assistant at Fir Tree Partners
Industry Financial Services
Experience
Fir Tree Partners May 2012 - April 2015
Soros Fund Management September 2008 - December 2011
Barclays Capital September 2007 - June 2008
KPMG LLP February 2006 - April 2007
DEUTSCHE BANK SECURITIES, INC August 2004 - February 2006
BANC OF AMERICA SECURITIES LLC July 1999 - February 2004
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Reuters, Bloomberg Terminal, Concur, Bloomberg, Investment Banking, Management, Equities, Hedge Funds, Private Equity, Investments, Administration, Event Planning, Access, Accounting, Alternative Investments, Asset Management, Banking, Bonds, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Equity Research, Equity Trading, Executive Calendar..., Finance, Financial Services, Fixed Income, Investor Relations, Options, Portfolio Management, Research, Risk Management, Securities, Trading, Visio
Education
University of Rochester
Bachelor of Arts & Science Degree, Health and Society
NYU School of Continuing Education
Fundamentals of Corporate Finance
Fir Tree Partners May 2012 - April 2015
Soros Fund Management September 2008 - December 2011
Barclays Capital September 2007 - June 2008
KPMG LLP February 2006 - April 2007
DEUTSCHE BANK SECURITIES, INC August 2004 - February 2006
BANC OF AMERICA SECURITIES LLC July 1999 - February 2004
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Reuters, Bloomberg Terminal, Concur, Bloomberg, Investment Banking, Management, Equities, Hedge Funds, Private Equity, Investments, Administration, Event Planning, Access, Accounting, Alternative Investments, Asset Management, Banking, Bonds, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Equity Research, Equity Trading, Executive Calendar..., Finance, Financial Services, Fixed Income, Investor Relations, Options, Portfolio Management, Research, Risk Management, Securities, Trading, Visio
Education
University of Rochester
Bachelor of Arts & Science Degree, Health and Society
NYU School of Continuing Education
Fundamentals of Corporate Finance
John W. Glomb, Jr. John W. Glomb, Jr.'s Banc of America Securities, LLC Experience 2001 - 2007
Job Executive Vice President, Chief Underwriting Officer at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies 2007 - Present
Banc of America Securities LLC 2001 - 2007
AIG 1995 - 2000
Skills
Investment Banking, Underwriting, Insurance, Risk Management, Business Analysis, Financial Analysis, Financial Risk, Reinsurance, Mergers & Acquisitions, Property & Casualty..., Portfolio Management, Enterprise Risk..., Financial Modeling, Investments, Valuation, Commercial Insurance, General Insurance
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, Strategic Management
University of Pennsylvania 1990 — 1994
BA, Economics
Philadelphia Insurance Companies 2007 - Present
Banc of America Securities LLC 2001 - 2007
AIG 1995 - 2000
Skills
Investment Banking, Underwriting, Insurance, Risk Management, Business Analysis, Financial Analysis, Financial Risk, Reinsurance, Mergers & Acquisitions, Property & Casualty..., Portfolio Management, Enterprise Risk..., Financial Modeling, Investments, Valuation, Commercial Insurance, General Insurance
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, Strategic Management
University of Pennsylvania 1990 — 1994
BA, Economics
Heather Lowenthal Heather Lowenthal's Banc of America Securities, LLC Experience May 2005 - June 2009
Job Executive Assistant
Industry Financial Services
Experience
Knight Capital Group July 2011 - December 2011
Bank of America Merrill Lynch June 2009 - December 2010
Banc of America Securities, LLC May 2005 - June 2009
Citishare Corporation June 2004 - May 2005
The Geneva Companies / Smith Barney May 1997 - June 2004
Skills
Win 07/XP, MS Office Suite, Lotus Smart Suite, ACT!, Siebel, SalesForce, Bloomberg Terminal, Dun & Bradstreet, Prospector Database, Concur, HRIS, Microsoft Office, Salesforce.com, Management, Microsoft Excel, Microsoft Word, Sales, Time Management, Travel Arrangements
Education
University of North Carolina at Greensboro 1989 — 1993
Carolina Friends School 1987 — 1989
HS Diploma
Knight Capital Group July 2011 - December 2011
Bank of America Merrill Lynch June 2009 - December 2010
Banc of America Securities, LLC May 2005 - June 2009
Citishare Corporation June 2004 - May 2005
The Geneva Companies / Smith Barney May 1997 - June 2004
Skills
Win 07/XP, MS Office Suite, Lotus Smart Suite, ACT!, Siebel, SalesForce, Bloomberg Terminal, Dun & Bradstreet, Prospector Database, Concur, HRIS, Microsoft Office, Salesforce.com, Management, Microsoft Excel, Microsoft Word, Sales, Time Management, Travel Arrangements
Education
University of North Carolina at Greensboro 1989 — 1993
Carolina Friends School 1987 — 1989
HS Diploma
Daniel Swenson Daniel Swenson's Banc of America Securities, LLC Experience October 2004 - October 2006
Job Treasurer at CF Industries
Industry Chemicals
Experience
CF Industries April 2015 - Present
CF Industries March 2012 - Present
Cooper Industries Ltd. February 2011 - August 2011
Rockwell Collins May 2008 - February 2011
Rockwell Collins June 2002 - May 2008
BANC OF AMERICA SECURITIES LLC October 2004 - October 2006
Credit Suisse June 2000 - June 2002
ABN-AMRO June 1994 - August 1999
MCI COMMUNICATIONS January 1989 - January 1992
Skills
Team Leadership, Coaching, Strategic Leadership, Financial Markets, Corporate Finance, Executive Management, Strategic Planning, Strategic Communications, Investor Relations, Investment Banking, Client Engagement, Business Strategy, Strategic Thinking, Mergers, Negotiation, Financial Planning, Capital Structure, Business Management, Equity Capital Markets, Valuation, Capital Markets, Corporate Development, Due Diligence, Financial Modeling, Financial Analysis, Competitive Analysis, Strategy Development, Business Planning, IPO, Process Improvement, Change Management, Corporate Communications, Forecasting, Acquisition Integration, Private Equity, Financial Reporting, Equities, International Business, Market Research, Customer Relations, Management Consulting, Budgeting, Market Analysis, Team Building, Public Speaking, SOX, Cross-functional Team..., Venture Capital, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance & Strategy
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
BBA, Finance
CF Industries April 2015 - Present
CF Industries March 2012 - Present
Cooper Industries Ltd. February 2011 - August 2011
Rockwell Collins May 2008 - February 2011
Rockwell Collins June 2002 - May 2008
BANC OF AMERICA SECURITIES LLC October 2004 - October 2006
Credit Suisse June 2000 - June 2002
ABN-AMRO June 1994 - August 1999
MCI COMMUNICATIONS January 1989 - January 1992
Skills
Team Leadership, Coaching, Strategic Leadership, Financial Markets, Corporate Finance, Executive Management, Strategic Planning, Strategic Communications, Investor Relations, Investment Banking, Client Engagement, Business Strategy, Strategic Thinking, Mergers, Negotiation, Financial Planning, Capital Structure, Business Management, Equity Capital Markets, Valuation, Capital Markets, Corporate Development, Due Diligence, Financial Modeling, Financial Analysis, Competitive Analysis, Strategy Development, Business Planning, IPO, Process Improvement, Change Management, Corporate Communications, Forecasting, Acquisition Integration, Private Equity, Financial Reporting, Equities, International Business, Market Research, Customer Relations, Management Consulting, Budgeting, Market Analysis, Team Building, Public Speaking, SOX, Cross-functional Team..., Venture Capital, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance & Strategy
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
BBA, Finance
John Ribera John Ribera's Banc of America Securities, LLC Experience August 2006 - February 2007
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Bank Of America January 2014 - July 2015
Wells Fargo June 2013 - October 2013
Credit-Suisse December 2009 - June 2013
Bank of America September 2009 - November 2009
VectorVest, Inc January 2009 - May 2009
Wachovia Securities (CIBT) March 2007 - December 2008
Banc of America Securities, LLC August 2006 - February 2007
NetSys Consulting March 2006 - August 2006
Microsoft February 2005 - February 2006
SoftwareEarnings March 2004 - January 2005
Skills
C/C++, Scala, Ruby on Rails, Subversion, Java, Perl, Unix Shell Scripting, C++, C, Software Development, Agile Methodologies, Unix, Spring, Distributed Systems, Shell Scripting, Linux, Databases, SQL
Education
University of North Carolina at Charlotte 1983 — 1989
BS, Computer Science
UNCC 1983 — 1988
BS, Computer Science and Business
Bank Of America January 2014 - July 2015
Wells Fargo June 2013 - October 2013
Credit-Suisse December 2009 - June 2013
Bank of America September 2009 - November 2009
VectorVest, Inc January 2009 - May 2009
Wachovia Securities (CIBT) March 2007 - December 2008
Banc of America Securities, LLC August 2006 - February 2007
NetSys Consulting March 2006 - August 2006
Microsoft February 2005 - February 2006
SoftwareEarnings March 2004 - January 2005
Skills
C/C++, Scala, Ruby on Rails, Subversion, Java, Perl, Unix Shell Scripting, C++, C, Software Development, Agile Methodologies, Unix, Spring, Distributed Systems, Shell Scripting, Linux, Databases, SQL
Education
University of North Carolina at Charlotte 1983 — 1989
BS, Computer Science
UNCC 1983 — 1988
BS, Computer Science and Business
Elizabeth Cuneo Elizabeth Cuneo's Banc of America Securities, LLC Experience June 2006 - June 2008
Job
Industry
Experience
Gibson, Dunn & Crutcher LLP October 2014 - Present
United States District Court for the Northern District of Texas September 2013 - August 2014
Gibson, Dunn & Crutcher LLP May 2012 - July 2012
United States Court of Appeals for the Third Circuit July 2011 - August 2011
United States District Court for the District of New Jersey May 2011 - June 2011
Cravath, Swaine & Moore LLP July 2008 - June 2010
Banc of America Securities, LLC June 2006 - June 2008
Education
University of Michigan Law School 2010 — 2013
Juris Doctor (J.D.)
Dartmouth College 2002 — 2006
Bachelor's Degree, Government
Gibson, Dunn & Crutcher LLP October 2014 - Present
United States District Court for the Northern District of Texas September 2013 - August 2014
Gibson, Dunn & Crutcher LLP May 2012 - July 2012
United States Court of Appeals for the Third Circuit July 2011 - August 2011
United States District Court for the District of New Jersey May 2011 - June 2011
Cravath, Swaine & Moore LLP July 2008 - June 2010
Banc of America Securities, LLC June 2006 - June 2008
Education
University of Michigan Law School 2010 — 2013
Juris Doctor (J.D.)
Dartmouth College 2002 — 2006
Bachelor's Degree, Government
Joseph C. Campise, CPA, CFA's Banc of America Securities, LLC Experience July 2002 - September 2008
Job Head of Marketing at Achievement Asset Management
Industry Investment Management
Experience
Achievement Asset Management LLC October 2014 - Present
PEAK6 Advisors LLC August 2009 - September 2014
BNP Paribas October 2008 - July 2009
Banc of America Securities LLC July 2002 - September 2008
Crédit Agricole - Alternative Investments Products Group December 2000 - June 2002
Arthur Andersen & Co. January 1994 - November 2000
Skills
Alternative Investments, Marketing, Hedge Funds, Asset Management, Equities, Fixed Income, Capital Markets, Management, Financial Modeling, Investment Management, Derivatives, Portfolio Management, Mutual Funds, Investments, Private Equity
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (BSc), Accounting
Achievement Asset Management LLC October 2014 - Present
PEAK6 Advisors LLC August 2009 - September 2014
BNP Paribas October 2008 - July 2009
Banc of America Securities LLC July 2002 - September 2008
Crédit Agricole - Alternative Investments Products Group December 2000 - June 2002
Arthur Andersen & Co. January 1994 - November 2000
Skills
Alternative Investments, Marketing, Hedge Funds, Asset Management, Equities, Fixed Income, Capital Markets, Management, Financial Modeling, Investment Management, Derivatives, Portfolio Management, Mutual Funds, Investments, Private Equity
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (BSc), Accounting
Sanya Valeva's Banc of America Securities, LLC Experience July 2005 - May 2007
Job Senior Vice President at KeyBank National Association
Industry Banking
Experience
KeyBank National Association July 2013 - Present
Bank of America Merrill Lynch May 2007 - July 2013
Banc of America Securities LLC July 2005 - May 2007
Societe Generale New York May 2004 - August 2004
Skills
Leveraged Finance, Portfolio Management, Financial Modeling, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (MBA), Corporate Finance
University Louis Pasteur - Strasbourg, France
BS, Finance
KeyBank National Association July 2013 - Present
Bank of America Merrill Lynch May 2007 - July 2013
Banc of America Securities LLC July 2005 - May 2007
Societe Generale New York May 2004 - August 2004
Skills
Leveraged Finance, Portfolio Management, Financial Modeling, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (MBA), Corporate Finance
University Louis Pasteur - Strasbourg, France
BS, Finance
Claudia Gohler's Banc of America Securities, LLC Experience July 2004 - July 2007
Job Experienced Project Manager
Industry Marketing and Advertising
Experience
Project Management & Conference Support July 2007 - Present
Banc of America Securities, LLC July 2004 - July 2007
Banc of America Securities, LLC December 2001 - July 2004
Banc of America Securities, LLC October 1999 - December 2001
Banc of America Securities, LLC February 1998 - October 1999
Peck Sims Mueller Advertising February 1997 - November 1997
Jet Propulsion Studios September 1996 - February 1997
Skills
HTML coursework at..., Photoshop Intensive..., Trilingual in English,..., Project Management, Event Management, Marketing, Data Analysis, Public Speaking, Marketing Communications, Strategic Planning, Mac, Outlook, Training, Business Development, Entrepreneurship, Risk Management, Corporate Communications, Strategy, New Business Development
Education
UC Davis 1992 — 1996
Bachelor of Arts, Double Major: Rhetoric & Communication, German; Minor: Spanish
Georg August Universität, Göttingen, Germany 1994 — 1995
Toward UCD Degree
Project Management & Conference Support July 2007 - Present
Banc of America Securities, LLC July 2004 - July 2007
Banc of America Securities, LLC December 2001 - July 2004
Banc of America Securities, LLC October 1999 - December 2001
Banc of America Securities, LLC February 1998 - October 1999
Peck Sims Mueller Advertising February 1997 - November 1997
Jet Propulsion Studios September 1996 - February 1997
Skills
HTML coursework at..., Photoshop Intensive..., Trilingual in English,..., Project Management, Event Management, Marketing, Data Analysis, Public Speaking, Marketing Communications, Strategic Planning, Mac, Outlook, Training, Business Development, Entrepreneurship, Risk Management, Corporate Communications, Strategy, New Business Development
Education
UC Davis 1992 — 1996
Bachelor of Arts, Double Major: Rhetoric & Communication, German; Minor: Spanish
Georg August Universität, Göttingen, Germany 1994 — 1995
Toward UCD Degree
Kirsten Green Kirsten Green's Banc of America Securities, LLC Experience 1998 - 2002
Job
Industry Venture Capital & Private Equity
Experience
Forerunner Ventures January 2003 - Present
TSG Consumer Partners October 2009 - September 2010
Banc of America Securities LLC 1998 - 2002
Donaldson, Lufkin & Jenrette October 1996 - May 1997
Deloitte & Touche September 1993 - October 1996
Skills
Venture Capital, Due Diligence, Mergers, Valuation, Corporate Development, Business Strategy, Entrepreneurship, Financial Modeling, Start-ups, Investments, Capital Raising
Education
University of California, Los Angeles 1989 — 1993
B.A.
Forerunner Ventures January 2003 - Present
TSG Consumer Partners October 2009 - September 2010
Banc of America Securities LLC 1998 - 2002
Donaldson, Lufkin & Jenrette October 1996 - May 1997
Deloitte & Touche September 1993 - October 1996
Skills
Venture Capital, Due Diligence, Mergers, Valuation, Corporate Development, Business Strategy, Entrepreneurship, Financial Modeling, Start-ups, Investments, Capital Raising
Education
University of California, Los Angeles 1989 — 1993
B.A.
Mikael van Loon Mikael van Loon's Banc of America Securities, LLC Experience June 2000 - June 2002
Job
Industry Internet
Experience
InsuranceBrokers.com February 2013 - Present
Townsgate Media June 2012 - Present
Domain Development Corporation July 2010 - Present
Passport Capital July 2008 - July 2010
Quantitative BioEquities, LLC September 2005 - July 2008
Four Mile Partners LLC / Four Mile Ventures July 2002 - September 2005
C. K. Cooper & Co. August 2003 - August 2004
Banc of America Securities LLC June 2000 - June 2002
Fox-Pitt, Kelton April 1999 - June 2000
Skills
Mergers, Asset Management, Venture Capital, Strategic Planning, Budgeting, Mergers & Acquisitions, Strategy, Capital Raising, Asset Managment, Budgets, Marketing, Private Equity, Strategic Partnerships, Investments, Entrepreneurship, New Business Development, Capital Markets, Business Strategy, Finance
Education
University of Pennsylvania 1994 — 1999
BS Economics
University of Pennsylvania - The Wharton School 1994 — 1999
BS
Boulder High School
InsuranceBrokers.com February 2013 - Present
Townsgate Media June 2012 - Present
Domain Development Corporation July 2010 - Present
Passport Capital July 2008 - July 2010
Quantitative BioEquities, LLC September 2005 - July 2008
Four Mile Partners LLC / Four Mile Ventures July 2002 - September 2005
C. K. Cooper & Co. August 2003 - August 2004
Banc of America Securities LLC June 2000 - June 2002
Fox-Pitt, Kelton April 1999 - June 2000
Skills
Mergers, Asset Management, Venture Capital, Strategic Planning, Budgeting, Mergers & Acquisitions, Strategy, Capital Raising, Asset Managment, Budgets, Marketing, Private Equity, Strategic Partnerships, Investments, Entrepreneurship, New Business Development, Capital Markets, Business Strategy, Finance
Education
University of Pennsylvania 1994 — 1999
BS Economics
University of Pennsylvania - The Wharton School 1994 — 1999
BS
Boulder High School
Stacey Michrowski Stacey Michrowski's Banc of America Securities, LLC Experience May 1996 - July 2001
Job Strategic Planning and Administration Management Professional
Industry Banking
Experience
Bank of the West November 2004 - July 2014
Washington Mutual Bank August 2001 - September 2004
Banc of America Securities LLC May 1996 - July 2001
Skills
Banking, Commercial Banking, Loans, Management, Portfolio Management, Commercial Lending, Strategic Planning, Financial Analysis, Credit Risk, Credit, Credit Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA
University of Southern California - Marshall School of Business
Bachelors, Business Administration
Bank of the West November 2004 - July 2014
Washington Mutual Bank August 2001 - September 2004
Banc of America Securities LLC May 1996 - July 2001
Skills
Banking, Commercial Banking, Loans, Management, Portfolio Management, Commercial Lending, Strategic Planning, Financial Analysis, Credit Risk, Credit, Credit Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA
University of Southern California - Marshall School of Business
Bachelors, Business Administration
Lindsay Anthony's Banc of America Securities, LLC Experience September 2005 - May 2007
Job Principal at Walton Street Capital
Industry Real Estate
Experience
Walton Street Capital May 2007 - Present
Banc of America Securities LLC September 2005 - May 2007
Bank of America June 2004 - September 2005
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (BS), Finance
Walton Street Capital May 2007 - Present
Banc of America Securities LLC September 2005 - May 2007
Bank of America June 2004 - September 2005
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (BS), Finance
Philip Bivrell Philip Bivrell's Banc of America Securities, LLC Experience May 1998 - February 2001
Job Individual Consultant, Retirement Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
Mark Landers Mark Landers's Banc of America Securities, LLC Experience May 1999 - February 2009
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
Adam Krejcik Adam Krejcik's Banc of America Securities, LLC Experience January 2005 - January 2006
Job Managing Director, Eilers Research LLC
Industry Financial Services
Experience
Eilers Research LLC March 2013 - Present
Roth Capital Partners January 2008 - December 2012
Roth Capital Partners July 2006 - July 2008
Banc of America Securities, LLC January 2005 - January 2006
Banc of America Securities, LLC January 2004 - January 2005
Skills
Equity Research, Equities, Investment Banking, Financial Modeling, Valuation, Capital Markets, Equity Valuation, Hedge Funds, Bloomberg, Investments, Portfolio Management, Financial Analysis, Corporate Finance, Alternative Investments, Fixed Income, Venture Capital, Finance, Emerging Markets, Private Equity, Financial Services, Series 7
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
Eilers Research LLC March 2013 - Present
Roth Capital Partners January 2008 - December 2012
Roth Capital Partners July 2006 - July 2008
Banc of America Securities, LLC January 2005 - January 2006
Banc of America Securities, LLC January 2004 - January 2005
Skills
Equity Research, Equities, Investment Banking, Financial Modeling, Valuation, Capital Markets, Equity Valuation, Hedge Funds, Bloomberg, Investments, Portfolio Management, Financial Analysis, Corporate Finance, Alternative Investments, Fixed Income, Venture Capital, Finance, Emerging Markets, Private Equity, Financial Services, Series 7
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
Bruce Ferguson's Banc of America Securities, LLC Experience 2000 - 2003
Job Lead Data Scientist at Rubikloud Technologies
Industry Retail
Experience
Rubikloud Technologies March 2015 - Present
Harbour Light Research January 2012 - February 2015
QuantMetrics Capital Management January 2011 - December 2011
Xambala Asset Management October 2008 - December 2010
Hillsdale Investment Management November 2005 - October 2008
Cantor Fitzgerald April 2003 - October 2005
Banc of America Securities, LLC 2000 - 2003
Hirst Investment Management 1999 - 2000
Suncor Energy April 1997 - April 1999
Northstar Energy October 1995 - April 1997
Skills
Quantitative Investing, High Frequency Trading, Trading Strategies, Machine Learning, Market Microstructure, Trading, Quantitative Finance, Statistical Arbitrage, Portfolio Optimization, Equity Trading, Backtesting, Trading Systems, C++, Proprietary Trading, R, Monte Carlo Simulation, Pattern Recognition, Time Series Analysis, Neural Networks, Quantitative Analytics, Electronic Trading, Java, Scala, Options, High Performance..., Optimization, Low Latency, Data Fusion, Financial Engineering, Market Making, Data Mining, Predictive Modeling, GPGPU, Fuzzy Logic, Stochastic Processes, Bayesian methods, Akka, Parallel Programming, Evolutionary Algorithms, Statistical Learning, Uncertainty Analysis, Quant, Simulations, Simulation, Multi-core Programming, Model Induction, Adaptive Systems, Computational..., Knowledge Discovery, Predictive Analytics
Education
University of Alberta
B.Sc., Geophysics
Canadian Securities Institute
TTC, Trader Training Course
National Futures Association
Series 3, Futures and Options
Rubikloud Technologies March 2015 - Present
Harbour Light Research January 2012 - February 2015
QuantMetrics Capital Management January 2011 - December 2011
Xambala Asset Management October 2008 - December 2010
Hillsdale Investment Management November 2005 - October 2008
Cantor Fitzgerald April 2003 - October 2005
Banc of America Securities, LLC 2000 - 2003
Hirst Investment Management 1999 - 2000
Suncor Energy April 1997 - April 1999
Northstar Energy October 1995 - April 1997
Skills
Quantitative Investing, High Frequency Trading, Trading Strategies, Machine Learning, Market Microstructure, Trading, Quantitative Finance, Statistical Arbitrage, Portfolio Optimization, Equity Trading, Backtesting, Trading Systems, C++, Proprietary Trading, R, Monte Carlo Simulation, Pattern Recognition, Time Series Analysis, Neural Networks, Quantitative Analytics, Electronic Trading, Java, Scala, Options, High Performance..., Optimization, Low Latency, Data Fusion, Financial Engineering, Market Making, Data Mining, Predictive Modeling, GPGPU, Fuzzy Logic, Stochastic Processes, Bayesian methods, Akka, Parallel Programming, Evolutionary Algorithms, Statistical Learning, Uncertainty Analysis, Quant, Simulations, Simulation, Multi-core Programming, Model Induction, Adaptive Systems, Computational..., Knowledge Discovery, Predictive Analytics
Education
University of Alberta
B.Sc., Geophysics
Canadian Securities Institute
TTC, Trader Training Course
National Futures Association
Series 3, Futures and Options
Deirdre Brennan, CFA Deirdre Brennan, CFA's Banc of America Securities, LLC Experience October 2000 - August 2002
Job Former Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Public Capital Corp, Merrill Lynch, Pierce, Fenner & Smith April 2005 - March 2013
Bank of America, N.A. August 2002 - April 2005
Banc of America Securities, LLC October 2000 - August 2002
Bank of America, N.A. August 1999 - October 2000
PaineWebber April 1995 - May 1997
Skills
Alternative Investments, Fixed Income, Equities, Series 7, Series 63, Risk Management, Credit, Finance, Financial Modeling, Portfolio Management, Valuation, Executive Management, Securities
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance and International Business
Pennsylvania state university - main campus 1990 — 1995
BS, Finance and International Business
mount saint joseph academy
Banc of America Public Capital Corp, Merrill Lynch, Pierce, Fenner & Smith April 2005 - March 2013
Bank of America, N.A. August 2002 - April 2005
Banc of America Securities, LLC October 2000 - August 2002
Bank of America, N.A. August 1999 - October 2000
PaineWebber April 1995 - May 1997
Skills
Alternative Investments, Fixed Income, Equities, Series 7, Series 63, Risk Management, Credit, Finance, Financial Modeling, Portfolio Management, Valuation, Executive Management, Securities
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance and International Business
Pennsylvania state university - main campus 1990 — 1995
BS, Finance and International Business
mount saint joseph academy
Craig Treckeme Craig Treckeme's Banc of America Securities, LLC Experience September 1995 - November 2002
Job Director Conifer Securities LLC
Industry Financial Services
Experience
Conifer Securities LLC January 2003 - Present
Conifer Securities LLC January 2003 - July 2009
Banc of America Securities LLC September 1995 - November 2002
Education
University of California, Santa Barbara 1992 — 1993
B.A., Political Science, International Relations emphasis
Conifer Securities LLC January 2003 - Present
Conifer Securities LLC January 2003 - July 2009
Banc of America Securities LLC September 1995 - November 2002
Education
University of California, Santa Barbara 1992 — 1993
B.A., Political Science, International Relations emphasis
Evelyn Mencos's Banc of America Securities, LLC Experience May 2005 - March 2007
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Executive Recruiter December 2009 - December 2011
RBC Capital Markets April 2007 - November 2009
Banc of America Securities LLC May 2005 - March 2007
Instinet December 2003 - May 2005
Bloomberg Tradebook, L.L.C November 2000 - July 2003
Bank of America (formerly known as FleetBoston) July 1998 - December 1999
Bank of America (formerly known as FleetBoston) May 1997 - June 1998
Scudder, Stevens & Clark, Inc November 1992 - May 1997
State Street Bank and Trust Company December 1989 - November 1992
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelors of Science, General Management
Executive Recruiter December 2009 - December 2011
RBC Capital Markets April 2007 - November 2009
Banc of America Securities LLC May 2005 - March 2007
Instinet December 2003 - May 2005
Bloomberg Tradebook, L.L.C November 2000 - July 2003
Bank of America (formerly known as FleetBoston) July 1998 - December 1999
Bank of America (formerly known as FleetBoston) May 1997 - June 1998
Scudder, Stevens & Clark, Inc November 1992 - May 1997
State Street Bank and Trust Company December 1989 - November 1992
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelors of Science, General Management
Phillip (Trip) Briscoe's Banc of America Securities, LLC Experience May 2002 - August 2002
Job Marketing Manager | Analytics | Strategy | Domain Names
Industry Internet
Experience
Gas South June 2015 - Present
Gas South November 2013 - Present
WebSite Brokerage, LLC May 2002 - Present
Greenstripe Marketing 2006 - Present
Freshplum August 2012 - March 2013
Parkwood Volunteer Fire Department 2004 - 2006
Banc of America Securities LLC May 2002 - August 2002
Skills
Domain Names, Domain Management, Direct Marketing, Direct Sales, Natural Gas, CNG, Energy Industry, New Business Development, Business Strategy, Digital Marketing, Digital Media, Digital Strategy, Analytics, Web Analytics, Google Analytics, Conversion Optimization, SEO, SEO Audits, A/B Testing, gtlds, tlds, Brand Development, Partnership Marketing, Product Marketing, Project Management, Digital Product..., Digital Project...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Business, Marketing
Cannon School 1998 — 2002
Gas South June 2015 - Present
Gas South November 2013 - Present
WebSite Brokerage, LLC May 2002 - Present
Greenstripe Marketing 2006 - Present
Freshplum August 2012 - March 2013
Parkwood Volunteer Fire Department 2004 - 2006
Banc of America Securities LLC May 2002 - August 2002
Skills
Domain Names, Domain Management, Direct Marketing, Direct Sales, Natural Gas, CNG, Energy Industry, New Business Development, Business Strategy, Digital Marketing, Digital Media, Digital Strategy, Analytics, Web Analytics, Google Analytics, Conversion Optimization, SEO, SEO Audits, A/B Testing, gtlds, tlds, Brand Development, Partnership Marketing, Product Marketing, Project Management, Digital Product..., Digital Project...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Business, Marketing
Cannon School 1998 — 2002
Dawn Gale Dawn Gale's Banc of America Securities, LLC Experience 2002 - 2005
Job VP Operations Risk & Control at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2007 - Present
Bank of America 2005 - 2007
Banc of America Securities, LLC 2002 - 2005
Banc of America Securities 1997 - 2002
Banc of America Securities, LLC 1994 - 1997
Education
The University of Texas at Arlington 1988 — 1992
BA, POLITICAL SCIENCE
Bank of America Merrill Lynch 2007 - Present
Bank of America 2005 - 2007
Banc of America Securities, LLC 2002 - 2005
Banc of America Securities 1997 - 2002
Banc of America Securities, LLC 1994 - 1997
Education
The University of Texas at Arlington 1988 — 1992
BA, POLITICAL SCIENCE
Jerry Hwang's Banc of America Securities, LLC Experience June 2003 - August 2005
Job Strategy at Toshiba
Industry Information Technology and Services
Experience
TOSHIBA Global Commerce Solutions, Inc September 2014 - Present
North Carolina Symphony October 2013 - Present
Bandwidth.com June 2012 - September 2014
Mecklenburg County Alcoholic Beverage Control Board February 2011 - May 2013
Ally Financial Inc. (formerly General Motors Acceptance Corporation) June 2011 - June 2012
Lowe's Companies, Inc. February 2008 - June 2011
Nucor Corporation August 2005 - February 2008
Banc of America Securities LLC June 2003 - August 2005
Skills
Cross-functional Team..., Strategic Planning, Business Development, Mergers, Business Strategy, Strategy, New Business Development, Mergers & Acquisitions, Competitive Analysis, Governance, Portfolio Management, Corporate Development
Education
University of North Carolina at Chapel Hill 1999 — 2003
BS, Political Science, Business
Farragut High School 1995 — 1999
TOSHIBA Global Commerce Solutions, Inc September 2014 - Present
North Carolina Symphony October 2013 - Present
Bandwidth.com June 2012 - September 2014
Mecklenburg County Alcoholic Beverage Control Board February 2011 - May 2013
Ally Financial Inc. (formerly General Motors Acceptance Corporation) June 2011 - June 2012
Lowe's Companies, Inc. February 2008 - June 2011
Nucor Corporation August 2005 - February 2008
Banc of America Securities LLC June 2003 - August 2005
Skills
Cross-functional Team..., Strategic Planning, Business Development, Mergers, Business Strategy, Strategy, New Business Development, Mergers & Acquisitions, Competitive Analysis, Governance, Portfolio Management, Corporate Development
Education
University of North Carolina at Chapel Hill 1999 — 2003
BS, Political Science, Business
Farragut High School 1995 — 1999
Ed Yuen's Banc of America Securities, LLC Experience June 1999 - November 2002
Job Director at Solebury Communications Group
Industry Investment Banking
Experience
Solebury Communications Group October 2014 - Present
Solebury Capital Group May 2013 - September 2014
Societe Generale August 2011 - April 2013
SunTrust Robinson Humphrey November 2009 - July 2011
Wells Fargo Securities, LLC August 2005 - June 2009
Wells Fargo Securities, LLC March 2004 - August 2005
Burnham Securities Inc May 2003 - March 2004
Banc of America Securities LLC June 1999 - November 2002
Skills
Financial Modeling, Valuation, Equities, Investor Relations, Capital Markets, IPO, Investment Banking, Equity Research, Hedge Funds, Investments, Mergers & Acquisitions, Finance, Strategy, Private Placements
Education
Tufts University 1995 — 1999
BA, Economics, Environmental Studies
Solebury Communications Group October 2014 - Present
Solebury Capital Group May 2013 - September 2014
Societe Generale August 2011 - April 2013
SunTrust Robinson Humphrey November 2009 - July 2011
Wells Fargo Securities, LLC August 2005 - June 2009
Wells Fargo Securities, LLC March 2004 - August 2005
Burnham Securities Inc May 2003 - March 2004
Banc of America Securities LLC June 1999 - November 2002
Skills
Financial Modeling, Valuation, Equities, Investor Relations, Capital Markets, IPO, Investment Banking, Equity Research, Hedge Funds, Investments, Mergers & Acquisitions, Finance, Strategy, Private Placements
Education
Tufts University 1995 — 1999
BA, Economics, Environmental Studies
Tamir Korenbrot's Banc of America Securities, LLC Experience 1999 - 2002
Job
Industry Investment Banking
Experience
Pillar Capital Advisors LLC 2014 - Present
Strategic and Financial Advisor 2012 - 2014
Sagent Advisors 2009 - 2012
Wachovia Securities 2005 - 2009
Applied Materials 2004 - 2005
Autodesk, Inc. 2003 - 2003
Banc of America Securities LLC 1999 - 2002
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, M&A experience, Capital Markets, Investments, Divestitures, Capital Raising, Mergers & Acquisitions, Finance, Business Strategy
Education
Haas School of Business - UC Berkeley 2002 — 2004
MBA
Lick Wilmerding High School
University of Chicago
BA
Pillar Capital Advisors LLC 2014 - Present
Strategic and Financial Advisor 2012 - 2014
Sagent Advisors 2009 - 2012
Wachovia Securities 2005 - 2009
Applied Materials 2004 - 2005
Autodesk, Inc. 2003 - 2003
Banc of America Securities LLC 1999 - 2002
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, M&A experience, Capital Markets, Investments, Divestitures, Capital Raising, Mergers & Acquisitions, Finance, Business Strategy
Education
Haas School of Business - UC Berkeley 2002 — 2004
MBA
Lick Wilmerding High School
University of Chicago
BA
Samphas Chhea's Banc of America Securities, LLC Experience June 2004 - June 2007
Job
Industry Investment Banking
Experience
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Joseph Yang's Banc of America Securities, LLC Experience 2000 - 2002
Job Customer Success Manager at Optimizely
Industry Internet
Experience
Optimizely 2014 - Present
ValueClick 2013 - 2014
Good Paper 2008 - 2013
ABN AMRO Incorporated 2004 - 2008
Harvard University 2003 - 2004
Banc of America Securities LLC 2000 - 2002
Education
The University of Chicago 1999 — 2000
MA
University of Illinois at Urbana-Champaign 1994 — 1998
BA
Optimizely 2014 - Present
ValueClick 2013 - 2014
Good Paper 2008 - 2013
ABN AMRO Incorporated 2004 - 2008
Harvard University 2003 - 2004
Banc of America Securities LLC 2000 - 2002
Education
The University of Chicago 1999 — 2000
MA
University of Illinois at Urbana-Champaign 1994 — 1998
BA
Alex Chou's Banc of America Securities, LLC Experience August 2006 - June 2008
Job Strategic Development
Industry Hospital & Health Care
Experience
AIG June 2015 - Present
DaVita Rx September 2012 - June 2015
Zalora Taiwan June 2012 - August 2012
Ekso Bionics June 2011 - August 2011
ProCure Treatment Centers, Inc. August 2008 - June 2010
Banc of America Securities LLC August 2006 - June 2008
WR Hambrecht July 2005 - August 2006
Skills
Due Diligence, Valuation, Competitive Analysis, Financial Modeling, Financial Analysis, Business Development, Business Strategy, Entrepreneurship, Strategy, Management, CRM, Project Management, Healthcare, Venture Capital, Investment Banking, Private Equity, Management Consulting, Analytics, Start-ups, Marketing Strategy, Cross-functional Team..., Marketing, Finance, Mergers, Corporate Finance, Corporate Development, Investments, Bloomberg, Equity Research, Strategic Planning, Program Management, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, San Diego 2001 — 2005
BS, Biology, Economics
AIG June 2015 - Present
DaVita Rx September 2012 - June 2015
Zalora Taiwan June 2012 - August 2012
Ekso Bionics June 2011 - August 2011
ProCure Treatment Centers, Inc. August 2008 - June 2010
Banc of America Securities LLC August 2006 - June 2008
WR Hambrecht July 2005 - August 2006
Skills
Due Diligence, Valuation, Competitive Analysis, Financial Modeling, Financial Analysis, Business Development, Business Strategy, Entrepreneurship, Strategy, Management, CRM, Project Management, Healthcare, Venture Capital, Investment Banking, Private Equity, Management Consulting, Analytics, Start-ups, Marketing Strategy, Cross-functional Team..., Marketing, Finance, Mergers, Corporate Finance, Corporate Development, Investments, Bloomberg, Equity Research, Strategic Planning, Program Management, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, San Diego 2001 — 2005
BS, Biology, Economics
Howard Ting's Banc of America Securities, LLC Experience 1997 - 2000
Job Entrepreneur, Marketer, Product Dreamer, Company Builder
Industry Computer Software
Experience
Nutanix April 2014 - Present
Nutanix October 2012 - April 2014
Palo Alto Networks April 2009 - October 2012
Cisco Systems November 2007 - April 2009
Securent, Inc. January 2007 - November 2007
Microsoft Corporation August 2005 - January 2007
Identity Engines, Inc. January 2005 - August 2005
RSA Security, Inc. April 2002 - January 2005
RSA Security, Inc. March 2000 - April 2002
Banc of America Securities LLC 1997 - 2000
Skills
SaaS, Go-to-market Strategy, Enterprise Software, Product Management, Demand Generation, Product Marketing, Sales Enablement, Start-ups, Channel, Lead Generation, Strategic Partnerships, Multi-channel Marketing, Salesforce.com, Business Alliances, Demand Forecasting, Demand Planning, Network Security, Information Security, Computer Security, Identity Management, Identity Federation, Lead Management, Cross-functional Team..., Enterprise IT..., Channel Strategy, Marketing Operations, Program Management, Marketing Communications, Leadership, Marketing, Entrepreneurship, Marketing Strategy, Channel Partners, Pre-sales
Education
University of California, Berkeley 1993 — 1997
B.S., Business Administration
Nutanix April 2014 - Present
Nutanix October 2012 - April 2014
Palo Alto Networks April 2009 - October 2012
Cisco Systems November 2007 - April 2009
Securent, Inc. January 2007 - November 2007
Microsoft Corporation August 2005 - January 2007
Identity Engines, Inc. January 2005 - August 2005
RSA Security, Inc. April 2002 - January 2005
RSA Security, Inc. March 2000 - April 2002
Banc of America Securities LLC 1997 - 2000
Skills
SaaS, Go-to-market Strategy, Enterprise Software, Product Management, Demand Generation, Product Marketing, Sales Enablement, Start-ups, Channel, Lead Generation, Strategic Partnerships, Multi-channel Marketing, Salesforce.com, Business Alliances, Demand Forecasting, Demand Planning, Network Security, Information Security, Computer Security, Identity Management, Identity Federation, Lead Management, Cross-functional Team..., Enterprise IT..., Channel Strategy, Marketing Operations, Program Management, Marketing Communications, Leadership, Marketing, Entrepreneurship, Marketing Strategy, Channel Partners, Pre-sales
Education
University of California, Berkeley 1993 — 1997
B.S., Business Administration
Brian Strout's Banc of America Securities, LLC Experience June 2000 - February 2009
Job
Industry Capital Markets
Experience
BB&T Capital Markets July 2010 - Present
Bank of America May 2009 - June 2010
Banc of America Securities LLC June 2000 - February 2009
Haley & Aldrich June 1995 - August 1998
The Maguire Group, Inc. October 1993 - August 1994
Skills
Syndications, Capital Markets, Commercial Lending, Corporate Finance, Due Diligence, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Portfolio Management, Structured Finance, Credit Analysis, Investments
Education
Yale School of Management 1998 — 2000
MBA
University of California, Berkeley 1994 — 1995
MS
University of Massachusetts, Amherst 1989 — 1993
BS
BB&T Capital Markets July 2010 - Present
Bank of America May 2009 - June 2010
Banc of America Securities LLC June 2000 - February 2009
Haley & Aldrich June 1995 - August 1998
The Maguire Group, Inc. October 1993 - August 1994
Skills
Syndications, Capital Markets, Commercial Lending, Corporate Finance, Due Diligence, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Portfolio Management, Structured Finance, Credit Analysis, Investments
Education
Yale School of Management 1998 — 2000
MBA
University of California, Berkeley 1994 — 1995
MS
University of Massachusetts, Amherst 1989 — 1993
BS
Mia (Greene) Valmassei's Banc of America Securities, LLC Experience June 2006 - February 2009
Job
Industry Investment Banking
Experience
Fidessa April 2010 - Present
Banc of America Securities, LLC June 2006 - February 2009
Bank of America March 1997 - June 2006
Montgomery Securities April 1993 - May 1996
Skills
Electronic Trading, Trading Systems, Trading, Equity Trading, Equities, Equity Derivatives, Securities, Capital Markets, Derivatives, Market Data, Options, Fixed Income, Banking, Middle Office, Prime Brokerage
Education
University of Michigan 1984 — 1988
University of Chicago High School 1980 — 1984
Fidessa April 2010 - Present
Banc of America Securities, LLC June 2006 - February 2009
Bank of America March 1997 - June 2006
Montgomery Securities April 1993 - May 1996
Skills
Electronic Trading, Trading Systems, Trading, Equity Trading, Equities, Equity Derivatives, Securities, Capital Markets, Derivatives, Market Data, Options, Fixed Income, Banking, Middle Office, Prime Brokerage
Education
University of Michigan 1984 — 1988
University of Chicago High School 1980 — 1984
Randy Crump, CPA MBA CIA's Banc of America Securities, LLC Experience July 1998 - August 1999
Job
Industry Accounting
Experience
Siemens Energy February 2014 - Present
Siemens April 2011 - Present
Monaghan Group, PLLC 2010 - 2011
Lance Incorporated March 2008 - August 2010
Lance Incorporated September 2006 - March 2008
Lance, Inc March 2005 - September 2006
Lance Incorporated July 2002 - March 2005
Lance Incoporated August 2000 - July 2002
Moore & van Allen, PLLC August 1999 - August 2000
Banc of America Securities, LLC July 1998 - August 1999
Skills
Forecasting, Internal Audit, Accounting, Analysis, Auditing, Business Planning, Cost Accounting, Financial Analysis, Financial Reporting, Hyperion Enterprise, Internal Controls, Process Improvement, SAP, US GAAP, Variance Analysis, Sarbanes-Oxley Act, Hyperion
Education
The University of North Carolina at Charlotte 1992 — 1996
MBA, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
BA, Major in Business Administration - Finance Minor in Economics
University of South Florida
Siemens Energy February 2014 - Present
Siemens April 2011 - Present
Monaghan Group, PLLC 2010 - 2011
Lance Incorporated March 2008 - August 2010
Lance Incorporated September 2006 - March 2008
Lance, Inc March 2005 - September 2006
Lance Incorporated July 2002 - March 2005
Lance Incoporated August 2000 - July 2002
Moore & van Allen, PLLC August 1999 - August 2000
Banc of America Securities, LLC July 1998 - August 1999
Skills
Forecasting, Internal Audit, Accounting, Analysis, Auditing, Business Planning, Cost Accounting, Financial Analysis, Financial Reporting, Hyperion Enterprise, Internal Controls, Process Improvement, SAP, US GAAP, Variance Analysis, Sarbanes-Oxley Act, Hyperion
Education
The University of North Carolina at Charlotte 1992 — 1996
MBA, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
BA, Major in Business Administration - Finance Minor in Economics
University of South Florida
Robert S. Dowling's Banc of America Securities, LLC Experience 1996 - December 2008
Job President, City Investing, Ltd.
Industry Investment Banking
Experience
City Investing Ltd. January 2009 - Present
Banc of America Securities LLC 1996 - December 2008
Bank of America 1996 - 2008
Citi Group 1992 - 1995
The Chase Manhattan Bank 1988 - 1992
Education
University of Southern California - Marshall School of Business 1984 — 1985
University of California, Los Angeles 1979 — 1983
BA, English Literature
City Investing Ltd. January 2009 - Present
Banc of America Securities LLC 1996 - December 2008
Bank of America 1996 - 2008
Citi Group 1992 - 1995
The Chase Manhattan Bank 1988 - 1992
Education
University of Southern California - Marshall School of Business 1984 — 1985
University of California, Los Angeles 1979 — 1983
BA, English Literature
Thomas Gooley's Banc of America Securities, LLC Experience February 2006 - May 2008
Job Financial Services Executive
Industry Financial Services
Experience
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
Bruce DeWitt's Banc of America Securities, LLC Experience 2000 - 2003
Job Managing Director at Wells Fargo Securities, LLC
Industry Investment Banking
Experience
Wells Fargo Securities, LLC 2003 - Present
Banc of America Securities LLC 2000 - 2003
Education
University of North Carolina at Chapel Hill
Wells Fargo Securities, LLC 2003 - Present
Banc of America Securities LLC 2000 - 2003
Education
University of North Carolina at Chapel Hill
Emily deGrassi's Banc of America Securities, LLC Experience October 2000 - November 2005
Job Paralegal at Sheppard Mullin Richter & Hampton LLP
Industry Law Practice
Experience
Sheppard Mullin Richter & Hampton LLP February 2006 - December 2013
Banc of America Securities LLC October 2000 - November 2005
Skills
Class Actions, Civil Litigation, Antitrust Law, Legal Research, Legal Assistance, Compliance, Litigation, Litigation Support, Depositions, Corporate Law, Document Review
Education
University of California, Davis 1996 — 2000
B.A., English, Art History
Montgomery High School
Sheppard Mullin Richter & Hampton LLP February 2006 - December 2013
Banc of America Securities LLC October 2000 - November 2005
Skills
Class Actions, Civil Litigation, Antitrust Law, Legal Research, Legal Assistance, Compliance, Litigation, Litigation Support, Depositions, Corporate Law, Document Review
Education
University of California, Davis 1996 — 2000
B.A., English, Art History
Montgomery High School
Rob Horvath's Banc of America Securities, LLC Experience December 2000 - May 2005
Job Chief Operating Officer/Chief Compliance Officer at ABR Investment Strategy, LLC
Industry Financial Services
Experience
ABR Investment Strategy, LLC March 2011 - Present
Lateef Investment Management September 2008 - January 2011
Standard Pacific Capital June 2006 - August 2008
U.S. Securities & Exchange Commission May 2005 - June 2006
Banc of America Securities, LLC December 2000 - May 2005
Paul Hastings Janofsky & Walker PC August 1998 - December 2000
Skills
Compliance, Securities Regulation, Venture Capital, Private Equity, Hedge Funds, Investment Advisory, Operations Management, Alternative Investments, Due Diligence, Investment Management, Prime Brokerage, Corporate Finance, Investments, Investment Banking, Mutual Funds, Financial Services, Securities, Asset Management, Equities, Series 7, Series 63, Capital Markets, Portfolio Management, Equity Research, Investor Relations, Fund Administration, AML, FINRA, Series 24, Anti Money Laundering, Fixed Income, Fund Of Funds, Trading
Education
Tulane University Law School
JD, Common Law Curriculum
University of California, Los Angeles
BA, Political Science, Business Administration
ABR Investment Strategy, LLC March 2011 - Present
Lateef Investment Management September 2008 - January 2011
Standard Pacific Capital June 2006 - August 2008
U.S. Securities & Exchange Commission May 2005 - June 2006
Banc of America Securities, LLC December 2000 - May 2005
Paul Hastings Janofsky & Walker PC August 1998 - December 2000
Skills
Compliance, Securities Regulation, Venture Capital, Private Equity, Hedge Funds, Investment Advisory, Operations Management, Alternative Investments, Due Diligence, Investment Management, Prime Brokerage, Corporate Finance, Investments, Investment Banking, Mutual Funds, Financial Services, Securities, Asset Management, Equities, Series 7, Series 63, Capital Markets, Portfolio Management, Equity Research, Investor Relations, Fund Administration, AML, FINRA, Series 24, Anti Money Laundering, Fixed Income, Fund Of Funds, Trading
Education
Tulane University Law School
JD, Common Law Curriculum
University of California, Los Angeles
BA, Political Science, Business Administration
Shelli Merritt's Banc of America Securities, LLC Experience July 1996 - Present
Job Principal at Banc of America Securities LLC
Industry Investment Banking
Experience
Banc of America Securities LLC July 1996 - Present
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Banc of America Securities LLC July 1996 - Present
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Erik M. Davidson's Banc of America Securities, LLC Experience 2001 - 2001
Job Chief Financial Officer at Gurtin Fixed Income Management, LLC
Industry Accounting
Experience
Gurtin Fixed Income Management, LLC 2014 - Present
SDSU Research Foundation 2009 - 2014
Jasman Asia, Ltd. 2006 - 2009
X Concepts, LLC 2004 - 2006
X Concepts, LLC 2002 - 2004
Banc of America Securities LLC 2001 - 2001
Prophet 1999 - 2000
Deloitte & Touche 1996 - 1999
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
MBA, Finance
University of California, Los Angeles 1991 — 1995
Economics - International Studies
Gurtin Fixed Income Management, LLC 2014 - Present
SDSU Research Foundation 2009 - 2014
Jasman Asia, Ltd. 2006 - 2009
X Concepts, LLC 2004 - 2006
X Concepts, LLC 2002 - 2004
Banc of America Securities LLC 2001 - 2001
Prophet 1999 - 2000
Deloitte & Touche 1996 - 1999
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
MBA, Finance
University of California, Los Angeles 1991 — 1995
Economics - International Studies
Coleigh McKay's Banc of America Securities, LLC Experience 2005 - 2008
Job Portfolio Management/Credit Professional/Institutional Investment Management
Industry Financial Services
Experience
Disciplina Group, LLC 2013 - 2015
Vanderbilt University - Office of Investments 2008 - 2013
Banc of America Securities LLC 2005 - 2008
Bank of America 2002 - 2005
US Army - 82nd Airborne Division 1995 - 2000
Skills
Portfolio Management, Credit Risk, Credit, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Investments, Asset Management, Investment Strategies, Fixed Income, Equities, Private Equity, Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Derivatives, Securities, Capital Markets, Due Diligence, Investment Banking, Risk Management, Portfolio Optimization, Wealth Management, Credit Investing, Series 3, Futures Trading
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance & Accounting
University of Richmond 1991 — 1995
BSBA, Finance & Marketing
Disciplina Group, LLC 2013 - 2015
Vanderbilt University - Office of Investments 2008 - 2013
Banc of America Securities LLC 2005 - 2008
Bank of America 2002 - 2005
US Army - 82nd Airborne Division 1995 - 2000
Skills
Portfolio Management, Credit Risk, Credit, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Investments, Asset Management, Investment Strategies, Fixed Income, Equities, Private Equity, Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Derivatives, Securities, Capital Markets, Due Diligence, Investment Banking, Risk Management, Portfolio Optimization, Wealth Management, Credit Investing, Series 3, Futures Trading
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance & Accounting
University of Richmond 1991 — 1995
BSBA, Finance & Marketing
Prakash Wadhwani's Banc of America Securities, LLC Experience February 1997 - September 1998
Job Chief Executive Officer
Industry Financial Services
Experience
SRA Asset Management May 2009 - Present
UBS Investment Bank July 2005 - February 2009
Wachovia Capital Markets, LLC September 1998 - July 2005
Banc of America Securities LLC February 1997 - September 1998
Duff & Phelps Credit Rating Co. 1992 - 1996
Skills
Structured Finance, Finance, Credit, Risk Management, Financial Structuring, Securitization, Due Diligence, Strategy, Fixed Income, Private Equity, Funding, Valuation, Analysis, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Hedge Funds
Education
University of Illinois at Chicago 1988 — 1991
SRA Asset Management May 2009 - Present
UBS Investment Bank July 2005 - February 2009
Wachovia Capital Markets, LLC September 1998 - July 2005
Banc of America Securities LLC February 1997 - September 1998
Duff & Phelps Credit Rating Co. 1992 - 1996
Skills
Structured Finance, Finance, Credit, Risk Management, Financial Structuring, Securitization, Due Diligence, Strategy, Fixed Income, Private Equity, Funding, Valuation, Analysis, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Hedge Funds
Education
University of Illinois at Chicago 1988 — 1991
Jon Dixon's Banc of America Securities, LLC Experience June 2005 - May 2009
Job
Industry Real Estate
Experience
Dixon Consulting LLC May 2013 - Present
FGC Securities April 2012 - March 2013
Phoenix Partners Group May 2009 - April 2012
Banc of America Securities LLC June 2005 - May 2009
Advisen Ltd. March 2003 - June 2005
Skills
Series 3, Series 55, Series 63, Series 7, Derivatives, Equity Derivatives, Equities, Trading, Bloomberg, Capital Markets, Options, Investments, Equity Trading
Education
University of North Carolina at Chapel Hill 1998 — 2002
Charlotte Country Day School 1985 — 1998
Dixon Consulting LLC May 2013 - Present
FGC Securities April 2012 - March 2013
Phoenix Partners Group May 2009 - April 2012
Banc of America Securities LLC June 2005 - May 2009
Advisen Ltd. March 2003 - June 2005
Skills
Series 3, Series 55, Series 63, Series 7, Derivatives, Equity Derivatives, Equities, Trading, Bloomberg, Capital Markets, Options, Investments, Equity Trading
Education
University of North Carolina at Chapel Hill 1998 — 2002
Charlotte Country Day School 1985 — 1998
Cheatwood, David's Banc of America Securities, LLC Experience April 2006 - June 2009
Job Vice President Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2009 - Present
Banc of America Securities LLC April 2006 - June 2009
Kilpatrick Stockton August 2004 - March 2006
Education
University of North Carolina at Chapel Hill 2001 — 2004
JD, Law
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business
Wells Fargo Securities June 2009 - Present
Banc of America Securities LLC April 2006 - June 2009
Kilpatrick Stockton August 2004 - March 2006
Education
University of North Carolina at Chapel Hill 2001 — 2004
JD, Law
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business
Harry E (Terry) Cush's Banc of America Securities, LLC Experience 2001 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Banc of America Securities, LLC 2001 - Present
Banc of America Securities February 2001 - March 2008
Banc of America Securities, LLC 2001 - 2008
Bank of America NT&SA May 1986 - February 2001
Skills
Funding, Treasury Management, Capital Markets, Equities, Credit, Banking, Portfolio Management, Loans, Derivatives, Cash Management, Credit Risk, Management, Securities, Financial Analysis, Risk Management
Education
University of San Francisco
Banc of America Securities, LLC 2001 - Present
Banc of America Securities February 2001 - March 2008
Banc of America Securities, LLC 2001 - 2008
Bank of America NT&SA May 1986 - February 2001
Skills
Funding, Treasury Management, Capital Markets, Equities, Credit, Banking, Portfolio Management, Loans, Derivatives, Cash Management, Credit Risk, Management, Securities, Financial Analysis, Risk Management
Education
University of San Francisco
Mark Hardison's Banc of America Securities, LLC Experience 2005 - June 2010
Job Senior Vice President, Senior Credit Products Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2010 - Present
Bank of America Merrill Lynch August 2005 - June 2010
Banc of America Securities LLC 2005 - June 2010
Stephens Inc. 1998 - 2001
Skills
Corporate Finance, Credit, Finance, Financial Modeling, Forecasting, Leveraged Finance, Loans, Project Finance
Education
Vanderbilt University 2003 — 2005
MBA, Finance & Accounting
Montgomery Bell Academy 1994 — 1998
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics; Chemistry Minor
Bank of America Merrill Lynch June 2010 - Present
Bank of America Merrill Lynch August 2005 - June 2010
Banc of America Securities LLC 2005 - June 2010
Stephens Inc. 1998 - 2001
Skills
Corporate Finance, Credit, Finance, Financial Modeling, Forecasting, Leveraged Finance, Loans, Project Finance
Education
Vanderbilt University 2003 — 2005
MBA, Finance & Accounting
Montgomery Bell Academy 1994 — 1998
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics; Chemistry Minor
Kathleen Jimenez's Banc of America Securities, LLC Experience March 2001 - March 2003
Job Executive Assistant to Chairman & CEO
Industry Hospital & Health Care
Experience
Magellan Health April 2014 - Present
Health Evolution Partners April 2012 - March 2014
TPG Capital April 2003 - August 2011
Banc of America Securities, LLC March 2001 - March 2003
Banc of America Securites, LLC March 1999 - 2001
Education
Chaparral High School
University of Arizona
Magellan Health April 2014 - Present
Health Evolution Partners April 2012 - March 2014
TPG Capital April 2003 - August 2011
Banc of America Securities, LLC March 2001 - March 2003
Banc of America Securites, LLC March 1999 - 2001
Education
Chaparral High School
University of Arizona
Steve Moses's Banc of America Securities, LLC Experience 2003 - 2008
Job Private Investor/Exploring Opportunities
Industry Financial Services
Experience
SRM Management April 2015 - Present
SRM Management April 2015 - Present
Bank of America May 2013 - April 2015
Nomura Securities March 2009 - December 2012
Bank of America 2002 - January 2009
Banc of America Securities LLC 2003 - 2008
Morgan Stanley 1986 - 2003
Skills
Equity Derivatives, Derivatives, Equities, Options, Structured Products, Series 7, Electronic Trading, Trading Systems, Volatility, Trading, Series 63, Series 24, Series 3, Series 4, Swaps
Education
University at Albany, SUNY 1982 — 1986
bs, finance
SRM Management April 2015 - Present
SRM Management April 2015 - Present
Bank of America May 2013 - April 2015
Nomura Securities March 2009 - December 2012
Bank of America 2002 - January 2009
Banc of America Securities LLC 2003 - 2008
Morgan Stanley 1986 - 2003
Skills
Equity Derivatives, Derivatives, Equities, Options, Structured Products, Series 7, Electronic Trading, Trading Systems, Volatility, Trading, Series 63, Series 24, Series 3, Series 4, Swaps
Education
University at Albany, SUNY 1982 — 1986
bs, finance
Charmaine Stone Flieder's Banc of America Securities, LLC Experience 1994 - 2002
Job HNW Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch 2002 - 2004
Banc of America Securities LLC 1994 - 2002
Education
University of California, Berkeley
Merrill Lynch 2002 - 2004
Banc of America Securities LLC 1994 - 2002
Education
University of California, Berkeley
O. Keith Owen IV's Banc of America Securities, LLC Experience June 2000 - June 2002
Job Business Develepment Manager/SME at Comtrail Consulting and Manufacturing
Industry Oil & Energy
Experience
COMTRAIL CONSULTING AND MANUFACTURING March 2007 - Present
LONESTAR VINTAGE RESTORATION February 2006 - March 2007
DIAMOND CUTTERS INTERNATIONAL October 2003 - January 2006
BANC OF AMERICA SECURITIES LLC June 2000 - June 2002
Merrill Lynch January 2000 - May 2000
Tulane University September 1999 - February 2000
Skills
Financial Analysis, Risk Assessment, Analysis, Negotiation, Business Development, Marketing
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BSM, Finance
COMTRAIL CONSULTING AND MANUFACTURING March 2007 - Present
LONESTAR VINTAGE RESTORATION February 2006 - March 2007
DIAMOND CUTTERS INTERNATIONAL October 2003 - January 2006
BANC OF AMERICA SECURITIES LLC June 2000 - June 2002
Merrill Lynch January 2000 - May 2000
Tulane University September 1999 - February 2000
Skills
Financial Analysis, Risk Assessment, Analysis, Negotiation, Business Development, Marketing
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BSM, Finance
Richard Monroe's Banc of America Securities, LLC Experience January 2001 - January 2002
Job Chief Financial Officer at Reform Homes LLC
Industry Financial Services
Experience
Reform Homes LLC March 2015 - Present
SNL Financial September 2003 - September 2004
Banc of America Securities June 1998 - March 2002
Banc of America Securities LLC January 2001 - January 2002
Banc of America Securities January 1998 - January 1999
Montgomery Securities January 1996 - January 1998
Skills
Bonds, Capital Markets, Management, Derivatives
Education
Tulane University 1990 — 1994
Tulane University - School of Arts & SciencesNew
Bachelor of Arts, Psychology
Reform Homes LLC March 2015 - Present
SNL Financial September 2003 - September 2004
Banc of America Securities June 1998 - March 2002
Banc of America Securities LLC January 2001 - January 2002
Banc of America Securities January 1998 - January 1999
Montgomery Securities January 1996 - January 1998
Skills
Bonds, Capital Markets, Management, Derivatives
Education
Tulane University 1990 — 1994
Tulane University - School of Arts & SciencesNew
Bachelor of Arts, Psychology
Jenny Wong, CPP's Banc of America Securities, LLC Experience April 2000 - July 2000
Job Tax Analyst in Payroll Accounting at McKesson Corporation
Industry Financial Services
Experience
McKesson Corporation February 2014 - Present
Robert Half June 2011 - February 2014
Chevron Services, Inc. July 2007 - October 2010
ADP Service, Inc. May 2006 - July 2007
ADP Service, Inc. February 2003 - May 2006
ADP Service, Inc. January 2002 - February 2003
JET Programme (Japanese English Teaching) July 2000 - August 2001
Banc of America Securities LLC April 2000 - July 2000
Skills
PeopleSoft, Payroll Taxes, General Ledger, Auditing, Accounting, Sarbanes-Oxley Act, Accounts Payable, Internal Controls, SAP, Account Reconciliation, BlackLine, Tax Returns & Filings, Income Tax, Unemplyment Tax, ADP Systems, ADP Smart Compliance, ADP E-Time, ADP Payroll, ADP W2C Manager, ADP Amendment Input, SharePoint, APA, CPP, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Sage/Empower Systems, SAP BI
Education
University of California, Davis 1995 — 2000
B.A.
McKesson Corporation February 2014 - Present
Robert Half June 2011 - February 2014
Chevron Services, Inc. July 2007 - October 2010
ADP Service, Inc. May 2006 - July 2007
ADP Service, Inc. February 2003 - May 2006
ADP Service, Inc. January 2002 - February 2003
JET Programme (Japanese English Teaching) July 2000 - August 2001
Banc of America Securities LLC April 2000 - July 2000
Skills
PeopleSoft, Payroll Taxes, General Ledger, Auditing, Accounting, Sarbanes-Oxley Act, Accounts Payable, Internal Controls, SAP, Account Reconciliation, BlackLine, Tax Returns & Filings, Income Tax, Unemplyment Tax, ADP Systems, ADP Smart Compliance, ADP E-Time, ADP Payroll, ADP W2C Manager, ADP Amendment Input, SharePoint, APA, CPP, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Sage/Empower Systems, SAP BI
Education
University of California, Davis 1995 — 2000
B.A.
Richard W. Swift's Banc of America Securities, LLC Experience May 2006 - December 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Private Consulting Firm February 2012 - Present
Bank of America Merrill Lynch January 2009 - August 2010
Banc of America Securities LLC May 2006 - December 2009
Morgan Stanley May 1986 - February 2006
Skills
Equities, Fixed Income, Management, Telecommunications, Private Equity, Investment Banking, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 1975 — 1977
MBA, Finance
Yale University 1971 — 1975
BA, Economics
Private Consulting Firm February 2012 - Present
Bank of America Merrill Lynch January 2009 - August 2010
Banc of America Securities LLC May 2006 - December 2009
Morgan Stanley May 1986 - February 2006
Skills
Equities, Fixed Income, Management, Telecommunications, Private Equity, Investment Banking, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 1975 — 1977
MBA, Finance
Yale University 1971 — 1975
BA, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS