Bank of America Merrill Lynch
Description
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Employee
Years
Job
Industry
Bryan Kozin Bryan Kozin's Bank of America Merrill Lynch Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Franklin Street Partners March 2014 - May 2014
Elon University September 2013 - January 2014
DecisionPoint International May 2013 - August 2013
iBrewster Art Galleries December 2012 - January 2013
Skills
Leadership, Public Speaking, Finance, Management, Market Research, Computer Hardware, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Macro Analysis, Customer Service, Social Media, Research, Accounting, Sales, Analysis, Microsoft Excel, Economics, Salesforce.com, Capital IQ, Gartner, Microsoft Word, Event Planning
Education
Elon University 2012 — 2016
Bachelor's Degree, Finance & Economics
Lower Merion High School 2008 — 2012
High School
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Franklin Street Partners March 2014 - May 2014
Elon University September 2013 - January 2014
DecisionPoint International May 2013 - August 2013
iBrewster Art Galleries December 2012 - January 2013
Skills
Leadership, Public Speaking, Finance, Management, Market Research, Computer Hardware, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Macro Analysis, Customer Service, Social Media, Research, Accounting, Sales, Analysis, Microsoft Excel, Economics, Salesforce.com, Capital IQ, Gartner, Microsoft Word, Event Planning
Education
Elon University 2012 — 2016
Bachelor's Degree, Finance & Economics
Lower Merion High School 2008 — 2012
High School
Donna Bell, CEP Donna Bell, CEP's Bank of America Merrill Lynch Experience January 2002 - July 2007
Job Certent, Inc.
Industry Financial Services
Experience
Certent, Inc. April 2014 - Present
Bank of Amercia Merrill Lynch July 2009 - April 2014
Bank of America Merrill Lynch January 2002 - July 2007
Merrill Lynch July 1985 - July 2007
Skills
CEP, Series 7, Series 8, Series 63, Six Sima Blackbelt, Business Strategy, Process Improvement, Project Management
Education
Eastern Connecticut State University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Certent, Inc. April 2014 - Present
Bank of Amercia Merrill Lynch July 2009 - April 2014
Bank of America Merrill Lynch January 2002 - July 2007
Merrill Lynch July 1985 - July 2007
Skills
CEP, Series 7, Series 8, Series 63, Six Sima Blackbelt, Business Strategy, Process Improvement, Project Management
Education
Eastern Connecticut State University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Mary Lynn Dwight Mary Lynn Dwight's Bank of America Merrill Lynch Experience June 2011 - Present
Job Vice President, GWIM Business Support Manager II Merrill Lynch at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - May 2011
Bank of America September 2007 - December 2010
East Division June 2003 - December 2010
US Trust Private Wealth Management June 2003 - October 2007
Prudential Financial December 1981 - October 2002
Mary Lynn Dwight Con't January 1981 - October 2002
Skills
Credit, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Equities, Strategic Financial..., Leadership, Investments, Wealth Management, Asset Managment, Fixed Income, Loans, Finance, Asset Management
Education
Duluth Business University
Associate's degree, Business Administration, Management and Operations
University of Minnesota Duluth
Business & journalism
Bank of America Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - May 2011
Bank of America September 2007 - December 2010
East Division June 2003 - December 2010
US Trust Private Wealth Management June 2003 - October 2007
Prudential Financial December 1981 - October 2002
Mary Lynn Dwight Con't January 1981 - October 2002
Skills
Credit, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Equities, Strategic Financial..., Leadership, Investments, Wealth Management, Asset Managment, Fixed Income, Loans, Finance, Asset Management
Education
Duluth Business University
Associate's degree, Business Administration, Management and Operations
University of Minnesota Duluth
Business & journalism
Shiwani Kumar Shiwani Kumar's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job
Industry Management Consulting
Experience
Deloitte August 2012 - March 2015
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Data Analysis, Financial Analysis, Analysis
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Deloitte August 2012 - March 2015
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Data Analysis, Financial Analysis, Analysis
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Eric J. Vetack, CPA, CFP®, CRPC® Eric J. Vetack, CPA, CFP®, CRPC®'s Bank of America Merrill Lynch Experience August 2007 - September 2009
Job Wealth Management Advisor
Industry Financial Services
Experience
Compass Financial Partners January 2015 - Present
WellPoint Wealth & Retirement, LLC September 2009 - December 2014
Bank of America Merrill Lynch August 2007 - September 2009
Citigroup, Inc./Smith Barney, Inc August 1992 - August 2007
KPMG US August 1990 - July 1992
Arthur Andersen & Co. LLC June 1988 - July 1990
Skills
CPA, CFP®, CRPC®, Retirement Plan..., Finacial Life Planning, Portfolio Construction, Asset Allocation, Portfolio Risk..., Alternative Investment..., Retirement Accumulation..., Retirement Lifestyle..., 401k Rollover Startegies, NUA Rollover Stategy -..., Insurance Strategies, Long Term Care Solutions, Private Wealth..., Succession Planning, Income & Estate Taxation, Trust & Estate Planning..., Executive Compensation..., Ristricted Stock &..., Control & Restricted..., Hedging & Monetization...
Education
Elon University 1986 — 1998
Bachelor of Science (BS), Accounting, Minor in Mathematics
Compass Financial Partners January 2015 - Present
WellPoint Wealth & Retirement, LLC September 2009 - December 2014
Bank of America Merrill Lynch August 2007 - September 2009
Citigroup, Inc./Smith Barney, Inc August 1992 - August 2007
KPMG US August 1990 - July 1992
Arthur Andersen & Co. LLC June 1988 - July 1990
Skills
CPA, CFP®, CRPC®, Retirement Plan..., Finacial Life Planning, Portfolio Construction, Asset Allocation, Portfolio Risk..., Alternative Investment..., Retirement Accumulation..., Retirement Lifestyle..., 401k Rollover Startegies, NUA Rollover Stategy -..., Insurance Strategies, Long Term Care Solutions, Private Wealth..., Succession Planning, Income & Estate Taxation, Trust & Estate Planning..., Executive Compensation..., Ristricted Stock &..., Control & Restricted..., Hedging & Monetization...
Education
Elon University 1986 — 1998
Bachelor of Science (BS), Accounting, Minor in Mathematics
Jared Schulman Jared Schulman's Bank of America Merrill Lynch Experience June 2014 - June 2014
Job Incoming Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2015 - August 2015
New York University August 2014 - August 2015
PricewaterhouseCoopers December 2014 - March 2015
MVision Private Equity Advisers June 2014 - August 2014
Bank of America Merrill Lynch June 2014 - June 2014
Morgan Stanley June 2014 - June 2014
MVision Private Equity Advisers February 2014 - May 2014
Elizabeth Arden August 2013 - December 2013
Satovsky Asset Management July 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Research, Data Analysis, Policy Analysis, Trade Finance, Economics, Private Banking, Market Research, Marketing Strategy, PowerPoint, Minitab, Social Media
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
B.S. Business and Political Economy (Finance, Economics, Political Science), Dean's List (2012-Present)
East China Normal University 2014 — 2014
(Semester Exchange) B.S. Business and Political Economy (BPE)
UCL 2013 — 2014
(Two Semester Exchange) B.S. Business and Political Economy (BPE)
Oxford High School 2008 — 2012
High School Diploma with High Honors and Distinction, Salutatorian, 4.20
Morgan Stanley August 2015 - Present
Morgan Stanley June 2015 - August 2015
New York University August 2014 - August 2015
PricewaterhouseCoopers December 2014 - March 2015
MVision Private Equity Advisers June 2014 - August 2014
Bank of America Merrill Lynch June 2014 - June 2014
Morgan Stanley June 2014 - June 2014
MVision Private Equity Advisers February 2014 - May 2014
Elizabeth Arden August 2013 - December 2013
Satovsky Asset Management July 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Research, Data Analysis, Policy Analysis, Trade Finance, Economics, Private Banking, Market Research, Marketing Strategy, PowerPoint, Minitab, Social Media
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
B.S. Business and Political Economy (Finance, Economics, Political Science), Dean's List (2012-Present)
East China Normal University 2014 — 2014
(Semester Exchange) B.S. Business and Political Economy (BPE)
UCL 2013 — 2014
(Two Semester Exchange) B.S. Business and Political Economy (BPE)
Oxford High School 2008 — 2012
High School Diploma with High Honors and Distinction, Salutatorian, 4.20
Sam Bomes Sam Bomes's Bank of America Merrill Lynch Experience May 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch August 2014 - May 2015
Elon University March 2013 - May 2014
AMAG Pharmaceuticals June 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Team Leadership, Organization, Fortis, SAS, Leadership
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance - Minor in Accounting and Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch August 2014 - May 2015
Elon University March 2013 - May 2014
AMAG Pharmaceuticals June 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Team Leadership, Organization, Fortis, SAS, Leadership
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance - Minor in Accounting and Economics
Mark Nicholson Mark Nicholson's Bank of America Merrill Lynch Experience May 2007 - Present
Job Vice President Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2007 - Present
United States Marine Corps May 2003 - May 2007
Skills
Credit, Banking, Loans, Risk Management, Credit Analysis, Commercial Banking, Leadership, Financial Analysis, Management, Program Management, Financial Modeling, Finance, Military, Cross-functional Team..., Portfolio Management, Mortgage Lending, Financial Services, Security Clearance, Business Strategy, Process Improvement, Corporate Finance, Sales, Strategic Planning, Treasury Management, Operations Management, Team Leadership
Education
Duke University - Fuqua School of Business 2011 — 2012
M.B.A.
West Virginia University 1999 — 2003
B.S., Finance
Bank of America Merrill Lynch May 2007 - Present
United States Marine Corps May 2003 - May 2007
Skills
Credit, Banking, Loans, Risk Management, Credit Analysis, Commercial Banking, Leadership, Financial Analysis, Management, Program Management, Financial Modeling, Finance, Military, Cross-functional Team..., Portfolio Management, Mortgage Lending, Financial Services, Security Clearance, Business Strategy, Process Improvement, Corporate Finance, Sales, Strategic Planning, Treasury Management, Operations Management, Team Leadership
Education
Duke University - Fuqua School of Business 2011 — 2012
M.B.A.
West Virginia University 1999 — 2003
B.S., Finance
Sebastian Tomassoni Sebastian Tomassoni's Bank of America Merrill Lynch Experience August 2010 - March 2012
Job Director at Iconix
Industry Apparel & Fashion
Experience
Iconix Brand Group June 2014 - Present
Lazard March 2012 - June 2014
Bank of America Merrill Lynch August 2010 - March 2012
Booz Allen Hamilton April 2006 - May 2008
BearingPoint November 2004 - April 2006
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Finance, LBO, Equity Research, DCF, Hedge Funds, Fixed Income, Leveraged Finance, Portfolio Management, Venture Capital, Asset Management, Derivatives, Structured Finance
Education
Keio University 2010 — 2010
Master of Business Administration (M.B.A.)
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2003
Bachelor's Degree, Finance
Iconix Brand Group June 2014 - Present
Lazard March 2012 - June 2014
Bank of America Merrill Lynch August 2010 - March 2012
Booz Allen Hamilton April 2006 - May 2008
BearingPoint November 2004 - April 2006
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Finance, LBO, Equity Research, DCF, Hedge Funds, Fixed Income, Leveraged Finance, Portfolio Management, Venture Capital, Asset Management, Derivatives, Structured Finance
Education
Keio University 2010 — 2010
Master of Business Administration (M.B.A.)
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2003
Bachelor's Degree, Finance
Lucas Loniewski Lucas Loniewski's Bank of America Merrill Lynch Experience 2014 - Present
Job Business Banker
Industry Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Santander Bank US 2013 - 2014
Santander Bank UK 2009 - 2013
Bank of America Merrill Lynch 2008 - 2009
Education
American Bankers Association
ABA Certificate in Commercial Lending
Eckerd College
BA Hons, International Business, Finance & Business Law
Bank of America Merrill Lynch 2014 - Present
Santander Bank US 2013 - 2014
Santander Bank UK 2009 - 2013
Bank of America Merrill Lynch 2008 - 2009
Education
American Bankers Association
ABA Certificate in Commercial Lending
Eckerd College
BA Hons, International Business, Finance & Business Law
Nicholas DeGeorge Nicholas DeGeorge's Bank of America Merrill Lynch Experience August 2010 - May 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Skills
Retirement Planning, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Trading, Bloomberg, Financial Modeling, Financial Analysis, Equities, Equity Trading, Investments, Retirement, Start-ups, Financial Services, Trading Systems, Banking, Entrepreneurship, Equity Research, Finance, Management, Asset Management, Portfolio Management
Education
Embry-Riddle Aeronautical University 2005 — 2009
B.S, Professional Aeronautics
Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Skills
Retirement Planning, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Trading, Bloomberg, Financial Modeling, Financial Analysis, Equities, Equity Trading, Investments, Retirement, Start-ups, Financial Services, Trading Systems, Banking, Entrepreneurship, Equity Research, Finance, Management, Asset Management, Portfolio Management
Education
Embry-Riddle Aeronautical University 2005 — 2009
B.S, Professional Aeronautics
Tanguy Le Louarn Tanguy Le Louarn's Bank of America Merrill Lynch Experience January 2007 - April 2011
Job Digital Marketing / Growth Lead at Zumper
Industry Internet
Experience
Zumper March 2014 - Present
Wize Commerce October 2011 - March 2014
Bank of America Merrill Lynch January 2007 - April 2011
SGCIB March 2006 - December 2006
Dresdner Kleinwort September 2005 - February 2006
Skills
Web Analytics, Digital Marketing, Analytics, E-commerce, Financial Modeling, Capital Markets, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Online Marketing..., Business Development, Strategic Partnerships, Online Advertising, Performance Based..., Email Marketing, Monetization, Online Marketing, Google Adwords, Customer Acquisition, Display Advertising, Project Management, Leadership, Marketing, PPC
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Postgraduate, Finance & Accounting
EDHEC Business School 2002 — 2005
Msc, Business & Finance
Lycée Hoche 2000 — 2002
Zumper March 2014 - Present
Wize Commerce October 2011 - March 2014
Bank of America Merrill Lynch January 2007 - April 2011
SGCIB March 2006 - December 2006
Dresdner Kleinwort September 2005 - February 2006
Skills
Web Analytics, Digital Marketing, Analytics, E-commerce, Financial Modeling, Capital Markets, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Online Marketing..., Business Development, Strategic Partnerships, Online Advertising, Performance Based..., Email Marketing, Monetization, Online Marketing, Google Adwords, Customer Acquisition, Display Advertising, Project Management, Leadership, Marketing, PPC
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Postgraduate, Finance & Accounting
EDHEC Business School 2002 — 2005
Msc, Business & Finance
Lycée Hoche 2000 — 2002
Monica Idrovo Monica Idrovo's Bank of America Merrill Lynch Experience June 2015 - Present
Job Finance Management Associate Program (FMAP) Associate at Bank of America Merrill Lynch
Industry Accounting
Experience
Bank of America Merrill Lynch June 2015 - Present
CIT September 2014 - February 2015
Rutgers University September 2014 - December 2014
Management Leadership for Tomorrow June 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Sponsors for Educational Opportunity February 2014 - June 2014
INROADS June 2013 - August 2013
Robert Pineiro Tax and Acounting Services December 2012 - May 2013
Shout Inc July 2009 - September 2012
Skills
Multitasking Skills, Client-oriented, Adaptability, Multicultural..., Time Management, Financial Accounting, Microsoft Office, Teamwork, Team Leadership, Microsoft Excel, Result Oriented, Financial Analysis, Auditing, PowerPoint, Financial Modeling, Data Analysis, Outlook, Leadership
Education
East China Normal University 2015 — 2015
CIEE Study Abroad
Rutgers University 2012 — 2015
Bachelor's Degree, Accounting, Senior
Bank of America Merrill Lynch June 2015 - Present
CIT September 2014 - February 2015
Rutgers University September 2014 - December 2014
Management Leadership for Tomorrow June 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Sponsors for Educational Opportunity February 2014 - June 2014
INROADS June 2013 - August 2013
Robert Pineiro Tax and Acounting Services December 2012 - May 2013
Shout Inc July 2009 - September 2012
Skills
Multitasking Skills, Client-oriented, Adaptability, Multicultural..., Time Management, Financial Accounting, Microsoft Office, Teamwork, Team Leadership, Microsoft Excel, Result Oriented, Financial Analysis, Auditing, PowerPoint, Financial Modeling, Data Analysis, Outlook, Leadership
Education
East China Normal University 2015 — 2015
CIEE Study Abroad
Rutgers University 2012 — 2015
Bachelor's Degree, Accounting, Senior
James Paterson James Paterson's Bank of America Merrill Lynch Experience 2000 - 2011
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
Anthony Marsella's Bank of America Merrill Lynch Experience April 2014 - August 2014
Job MultiFunctional Financial Analyst at Lockheed Martin IS&GS
Industry Information Technology and Services
Experience
Lockheed Martin - IS&GS April 2015 - Present
Barclays Wealth and Investment Management August 2014 - December 2014
Bank of America Merrill Lynch April 2014 - August 2014
J.J. White Incorporated February 2013 - April 2014
Prudential Financial August 2012 - October 2012
Central Loan Administration and Reporting March 2012 - April 2012
Cenlar Loan Administration and Reporting November 2011 - April 2012
Chapman Auto February 2007 - August 2007
Skills
Data Entry, Leadership, Microsoft Office, Internet, Customer Service, Fast-paced, Lotus Notes, Research, Sage Timberline Office, Timberscan, Citrix, Accounts Receivable, Invoicing, Account Reconciliation, Time Management, Training, Microsoft Excel, Financial Statements, Accruals, Access, Accounting, Outlook, Financial Analysis, PowerPoint, Call Centers, Microsoft Word, Teamwork, General Ledger, Microsoft Office 2007, Finance, Marketing, Analysis
Education
East Stroudsburg University of Pennsylvania 2007 — 2010
Bachelor's degree, Business Management/Marketing Major
Holy Family University 2005 — 2007
Business
Lockheed Martin - IS&GS April 2015 - Present
Barclays Wealth and Investment Management August 2014 - December 2014
Bank of America Merrill Lynch April 2014 - August 2014
J.J. White Incorporated February 2013 - April 2014
Prudential Financial August 2012 - October 2012
Central Loan Administration and Reporting March 2012 - April 2012
Cenlar Loan Administration and Reporting November 2011 - April 2012
Chapman Auto February 2007 - August 2007
Skills
Data Entry, Leadership, Microsoft Office, Internet, Customer Service, Fast-paced, Lotus Notes, Research, Sage Timberline Office, Timberscan, Citrix, Accounts Receivable, Invoicing, Account Reconciliation, Time Management, Training, Microsoft Excel, Financial Statements, Accruals, Access, Accounting, Outlook, Financial Analysis, PowerPoint, Call Centers, Microsoft Word, Teamwork, General Ledger, Microsoft Office 2007, Finance, Marketing, Analysis
Education
East Stroudsburg University of Pennsylvania 2007 — 2010
Bachelor's degree, Business Management/Marketing Major
Holy Family University 2005 — 2007
Business
Benjamin Kanne's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Savills June 2012 - June 2014
Forest City Ratner Companies June 2011 - August 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA), Corporate Finance & Real Estate
Elon University 2009 — 2012
Bachelor of Arts, Economics & English Literature
Bank of America Merrill Lynch June 2015 - August 2015
Savills June 2012 - June 2014
Forest City Ratner Companies June 2011 - August 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA), Corporate Finance & Real Estate
Elon University 2009 — 2012
Bachelor of Arts, Economics & English Literature
Kerry O'Hare Kerry O'Hare's Bank of America Merrill Lynch Experience December 2010 - March 2015
Job SVP, Content Marketing Manager at Bank of America
Industry Marketing and Advertising
Experience
Bank of America March 2015 - Present
Bank of America Merrill Lynch December 2010 - March 2015
Bank of America Merchant Services August 2007 - December 2010
Bank of America March 2007 - August 2007
Bank of America August 2005 - February 2007
Government Policy Newslinks May 2003 - February 2007
Primedia, Game & Fish Magazine February 2005 - August 2005
Tribune & Georgian Newspaper September 2002 - January 2005
Cape Community Newspaper May 2001 - July 2001
Skills
Financial Services, Strategic Communications, Internal Communications, Newsletters, Advertising, Social Media, Strategy, Leadership, Program Management, Management, Marketing, Marketing Strategy, Creative Direction, Marketing Communications, Integrated Marketing, Editing, Sales, Product Development, Relationship Management
Education
Emory University 1998 — 2002
Bachelor of Arts, Economics / Journalism
Bank of America March 2015 - Present
Bank of America Merrill Lynch December 2010 - March 2015
Bank of America Merchant Services August 2007 - December 2010
Bank of America March 2007 - August 2007
Bank of America August 2005 - February 2007
Government Policy Newslinks May 2003 - February 2007
Primedia, Game & Fish Magazine February 2005 - August 2005
Tribune & Georgian Newspaper September 2002 - January 2005
Cape Community Newspaper May 2001 - July 2001
Skills
Financial Services, Strategic Communications, Internal Communications, Newsletters, Advertising, Social Media, Strategy, Leadership, Program Management, Management, Marketing, Marketing Strategy, Creative Direction, Marketing Communications, Integrated Marketing, Editing, Sales, Product Development, Relationship Management
Education
Emory University 1998 — 2002
Bachelor of Arts, Economics / Journalism
Christian Fromhertz Christian Fromhertz's Bank of America Merrill Lynch Experience June 2011 - April 2014
Job Trader / Moderator at AlphaShark Trading
Industry Financial Services
Experience
AlphaShark Trading March 2015 - Present
CF Capital Trading Co January 2015 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch August 2005 - June 2011
Skills
Trading, Series 7, ETFs, Options, Equity Derivatives, Indices, Electronic Trading, Finance, Derivatives, Bloomberg, Hedge Funds, Fixed Income, Capital Markets, Structured Products, Equities, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Business Finance
East Stroudsburg University of Pennsylvania 1994 — 1998
Bachelors of Science, Arts, Business Finance, Economics
North Plainfield High School 1990 — 1994
AlphaShark Trading March 2015 - Present
CF Capital Trading Co January 2015 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch August 2005 - June 2011
Skills
Trading, Series 7, ETFs, Options, Equity Derivatives, Indices, Electronic Trading, Finance, Derivatives, Bloomberg, Hedge Funds, Fixed Income, Capital Markets, Structured Products, Equities, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Business Finance
East Stroudsburg University of Pennsylvania 1994 — 1998
Bachelors of Science, Arts, Business Finance, Economics
North Plainfield High School 1990 — 1994
Carlos Carmenate Carlos Carmenate's Bank of America Merrill Lynch Experience July 2014 - Present
Job Treasury Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America June 2013 - August 2013
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Banking, Financial Modeling, Credit, Investment Banking, Credit Risk, Bloomberg
Education
University of Florida 2012 — 2014
Bachelor's degree, Economics
Edison Community College 2010 — 2012
Associate's degree
Bank of America Merrill Lynch July 2014 - Present
Bank of America June 2013 - August 2013
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Banking, Financial Modeling, Credit, Investment Banking, Credit Risk, Bloomberg
Education
University of Florida 2012 — 2014
Bachelor's degree, Economics
Edison Community College 2010 — 2012
Associate's degree
Colin O'Connor's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Summer Analyst at HSBC Global Banking and Markets
Industry Financial Services
Experience
Phi Kappa Psi April 2015 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Phi Kappa Psi Fraternity April 2014 - April 2015
Johns Hopkins Varsity Winter/Spring Track and Field September 2012 - August 2014
Johns Hopkins Blue Jay 5k Run April 2013 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
Institute for Applied Economics December 2012 - May 2013
West Islip Varsity Winter/Spring Track and Field November 2009 - June 2012
Skills
Research, Entrepreneurship, Philanthropy, Foreign Languages, Banking, VBA, Microsoft Excel, Leadership, Teamwork, Web Design, Prezi, Public Speaking
Education
The Johns Hopkins University 2012 — 2016
Major: Economics ; Double Minor: Financial Economics & Entre. and Mgmt, GPA: 3.6/4.0
East China Normal University 2014 — 2014
Accelerated Chinese Language Program
West Islip High School 2008 — 2012
New York State Advanced Regents Diploma & International Baccalaureate Diploma
Phi Kappa Psi April 2015 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Phi Kappa Psi Fraternity April 2014 - April 2015
Johns Hopkins Varsity Winter/Spring Track and Field September 2012 - August 2014
Johns Hopkins Blue Jay 5k Run April 2013 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
Institute for Applied Economics December 2012 - May 2013
West Islip Varsity Winter/Spring Track and Field November 2009 - June 2012
Skills
Research, Entrepreneurship, Philanthropy, Foreign Languages, Banking, VBA, Microsoft Excel, Leadership, Teamwork, Web Design, Prezi, Public Speaking
Education
The Johns Hopkins University 2012 — 2016
Major: Economics ; Double Minor: Financial Economics & Entre. and Mgmt, GPA: 3.6/4.0
East China Normal University 2014 — 2014
Accelerated Chinese Language Program
West Islip High School 2008 — 2012
New York State Advanced Regents Diploma & International Baccalaureate Diploma
Michael Drexler Michael Drexler's Bank of America Merrill Lynch Experience 1997 - Present
Job MLD Productions
Industry Media Production
Experience
Live Media Group, LLC July 2014 - Present
Verizon Business April 2006 - Present
FMP 1998 - Present
Bank of America, Merrill Lynch 1997 - Present
Clark Media 1995 - Present
MLD Productions/Digital Pyramid September 1987 - Present
AT&T February 1990 - October 1991
Skills
Webcasting, Video Conferencing, Telepresence, Tandberg, HD, Streaming Media, HD Video, Video, Sound, Live Events, Camera, Video Production, Audio Engineering, Digital Media, Digital Video, Broadcast, Broadcast Television, Television
Education
East Stroudsburg University of Pennsylvania 1983 — 1987
BS, Media Communications
Live Media Group, LLC July 2014 - Present
Verizon Business April 2006 - Present
FMP 1998 - Present
Bank of America, Merrill Lynch 1997 - Present
Clark Media 1995 - Present
MLD Productions/Digital Pyramid September 1987 - Present
AT&T February 1990 - October 1991
Skills
Webcasting, Video Conferencing, Telepresence, Tandberg, HD, Streaming Media, HD Video, Video, Sound, Live Events, Camera, Video Production, Audio Engineering, Digital Media, Digital Video, Broadcast, Broadcast Television, Television
Education
East Stroudsburg University of Pennsylvania 1983 — 1987
BS, Media Communications
Jon Maier Jon Maier's Bank of America Merrill Lynch Experience October 2012 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
Merrill Lynch February 2007 - October 2012
UBS Investment Bank September 1996 - January 2007
Skills
NASD Certified Series..., Equities, Series 7, ETFs, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Investments, Portfolio Management, Mutual Funds, Asset Managment, Investment Strategies
Education
Emory University 1987 — 1991
Bachelor of Business Administration, Finance, General
Bank of America Merrill Lynch October 2012 - Present
Merrill Lynch February 2007 - October 2012
UBS Investment Bank September 1996 - January 2007
Skills
NASD Certified Series..., Equities, Series 7, ETFs, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Investments, Portfolio Management, Mutual Funds, Asset Managment, Investment Strategies
Education
Emory University 1987 — 1991
Bachelor of Business Administration, Finance, General
Warren Van Heyst Warren Van Heyst's Bank of America Merrill Lynch Experience June 2012 - February 2014
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse March 2014 - June 2015
Bank of America Merrill Lynch June 2012 - February 2014
Fifth Third Bank June 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg Terminal, Bloomberg, Equities, Fixed Income, Equity Research, Financial Analysis, Economics, Investments, Alternative Investments, Asset Managment, Mutual Funds
Education
Emory University 2008 — 2012
Bachelor of Arts, Financial Economics
Hun School of Princeton 2001 — 2008
Credit Suisse July 2015 - Present
Credit Suisse March 2014 - June 2015
Bank of America Merrill Lynch June 2012 - February 2014
Fifth Third Bank June 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg Terminal, Bloomberg, Equities, Fixed Income, Equity Research, Financial Analysis, Economics, Investments, Alternative Investments, Asset Managment, Mutual Funds
Education
Emory University 2008 — 2012
Bachelor of Arts, Financial Economics
Hun School of Princeton 2001 — 2008
Andrea Costa Andrea Costa's Bank of America Merrill Lynch Experience January 2009 - March 2010
Job Senior Director, Service Operations at Risk Management Solutions
Industry Information Technology and Services
Experience
RMS October 2014 - Present
RMS June 2013 - October 2014
Columbia University January 2012 - May 2013
Columbia University (ALaS Consulting) October 2010 - January 2012
KPMG LLP March 2010 - October 2010
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch July 2006 - January 2009
Skills
Change Management, Management, Analysis, Project Management, Financial Modeling, Business Analysis, Fixed Income, ITIL, Strategy, Negotiation, Business Strategy, Banking, Disaster Recovery, IT Service Management, Program Management
Education
Duke University - The Fuqua School of Business
Master of Business Administration
VILLANOVA UNIVERSITY, Villanova School of Business
Bachelor of Science, Business Administration; Management Information Systems, Spanish, and International Business
RMS October 2014 - Present
RMS June 2013 - October 2014
Columbia University January 2012 - May 2013
Columbia University (ALaS Consulting) October 2010 - January 2012
KPMG LLP March 2010 - October 2010
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch July 2006 - January 2009
Skills
Change Management, Management, Analysis, Project Management, Financial Modeling, Business Analysis, Fixed Income, ITIL, Strategy, Negotiation, Business Strategy, Banking, Disaster Recovery, IT Service Management, Program Management
Education
Duke University - The Fuqua School of Business
Master of Business Administration
VILLANOVA UNIVERSITY, Villanova School of Business
Bachelor of Science, Business Administration; Management Information Systems, Spanish, and International Business
Kyle Doering, CFA Kyle Doering, CFA's Bank of America Merrill Lynch Experience February 2014 - Present
Job AVP; Operations OTC Securty Funding Team Lead at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch December 2012 - February 2014
Bank of America Merrill Lynch September 2009 - December 2012
Tower Hill Trading May 2008 - July 2009
INLAND Real Estate May 2005 - August 2008
Skills
Derivatives, Portfolio Management, Equities, Valuation, Trading, Settlement, Credit, Commodity, Hedge Funds, Analysis, Financial Markets, Bloomberg
Education
Eastern Illinois University 2003 — 2007
Bachelors, Finance
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch December 2012 - February 2014
Bank of America Merrill Lynch September 2009 - December 2012
Tower Hill Trading May 2008 - July 2009
INLAND Real Estate May 2005 - August 2008
Skills
Derivatives, Portfolio Management, Equities, Valuation, Trading, Settlement, Credit, Commodity, Hedge Funds, Analysis, Financial Markets, Bloomberg
Education
Eastern Illinois University 2003 — 2007
Bachelors, Finance
Craig Fryer's Bank of America Merrill Lynch Experience March 2014 - Present
Job Associate, Global Healthcare Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
JMP Securities December 2012 - March 2014
Ernst & Young September 2007 - December 2012
PROCARRIER INC July 2007 - December 2012
Gary A. York & Associtates, LLC August 2005 - July 2007
Brighton Ski School October 2003 - April 2005
Deseret International Charities (Mongolia) July 2001 - July 2003
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Due Diligence, Private Equity, Strategy, Finance, External Audit, Management Consulting, Business Valuation, Portfolio Management
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business 2003 — 2007
BS - Finance, Investments & Venture Capital
University of Utah - David Eccles School of Business 2003 — 2007
BS, Information Systems
Bank of America Merrill Lynch March 2014 - Present
JMP Securities December 2012 - March 2014
Ernst & Young September 2007 - December 2012
PROCARRIER INC July 2007 - December 2012
Gary A. York & Associtates, LLC August 2005 - July 2007
Brighton Ski School October 2003 - April 2005
Deseret International Charities (Mongolia) July 2001 - July 2003
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Due Diligence, Private Equity, Strategy, Finance, External Audit, Management Consulting, Business Valuation, Portfolio Management
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business 2003 — 2007
BS - Finance, Investments & Venture Capital
University of Utah - David Eccles School of Business 2003 — 2007
BS, Information Systems
Chris Reyna Chris Reyna's Bank of America Merrill Lynch Experience May 2012 - August 2013
Job Financial Reporting Analyst at Prudential Mortgage Capital Company
Industry Commercial Real Estate
Experience
Prudential Mortgage Capital Company August 2013 - Present
Bank of America Merrill Lynch May 2012 - August 2013
Bank of America July 2010 - May 2012
Silver Circle Consultants LLC January 2009 - May 2009
Skills
Financial Analysis, Banking, Credit, Loans, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Bloomberg, Portfolio Management, Credit Risk, Customer Service, ThomsonOne, Financial Services, Risk Management
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance, Real Estate
Elgin Community College 2005 — 2007
Associate of Science, Business Administration
Prudential Mortgage Capital Company August 2013 - Present
Bank of America Merrill Lynch May 2012 - August 2013
Bank of America July 2010 - May 2012
Silver Circle Consultants LLC January 2009 - May 2009
Skills
Financial Analysis, Banking, Credit, Loans, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Bloomberg, Portfolio Management, Credit Risk, Customer Service, ThomsonOne, Financial Services, Risk Management
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance, Real Estate
Elgin Community College 2005 — 2007
Associate of Science, Business Administration
Zach Davis Zach Davis's Bank of America Merrill Lynch Experience November 2013 - Present
Job Senior Portfolio Advisor, Wealth Management, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
BBVA Compass December 2011 - November 2013
Regions Bank January 2008 - December 2011
Wells Fargo Bank February 2001 - January 2008
Skills
Commercial Banking, Portfolio Management, Wealth Management, Lines Of Credit, Treasury Management, Cash Management, Mortgage Lending, Construction Loans, General Securities..., Uniform Combined State..., Commercial Real Estate, Letters of Credit, Interest Rate Swaps, Foreign Exchange, Series 7, Registered Investment..., Series 66, Life & Health Insurance...
Education
Eastern Washington University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Eastern Washington University
Bachelor of Arts (B.A.), Business Administration, Management Information Systems
Bank of America Merrill Lynch November 2013 - Present
BBVA Compass December 2011 - November 2013
Regions Bank January 2008 - December 2011
Wells Fargo Bank February 2001 - January 2008
Skills
Commercial Banking, Portfolio Management, Wealth Management, Lines Of Credit, Treasury Management, Cash Management, Mortgage Lending, Construction Loans, General Securities..., Uniform Combined State..., Commercial Real Estate, Letters of Credit, Interest Rate Swaps, Foreign Exchange, Series 7, Registered Investment..., Series 66, Life & Health Insurance...
Education
Eastern Washington University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Eastern Washington University
Bachelor of Arts (B.A.), Business Administration, Management Information Systems
Nicole Chang Su Nicole Chang Su's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA, University of Chicago Booth School of Business, Class of 2016
Industry Higher Education
Experience
University of Chicago Booth School of Business July 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Hewlett-Packard April 2013 - July 2014
Hewlett-Packard August 2012 - April 2013
Hewlett-Packard August 2011 - August 2012
Washington University School of Medicine December 2010 - May 2011
Express Scripts September 2010 - May 2011
Olin Business School October 2009 - May 2011
Express Scripts September 2010 - December 2010
Express Scripts May 2010 - August 2010
Skills
Supply Chain Management, Project Management, Strategy, Project Planning, Cross-functional Team..., Business Process..., Program Management, VBA, Forecasting, Management, Operations Management, Supply Chain, Project Portfolio..., SAP R/3, Continuous Improvement, Problem Solving, Analysis, Consulting, Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, Change Management, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Washington University in St. Louis - Olin Business School 2009 — 2011
Master of Science, Supply Chain Management
East China University of Political Science and Law 2005 — 2009
Bachelor, Finance, Minor in Law
University of Chicago Booth School of Business July 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Hewlett-Packard April 2013 - July 2014
Hewlett-Packard August 2012 - April 2013
Hewlett-Packard August 2011 - August 2012
Washington University School of Medicine December 2010 - May 2011
Express Scripts September 2010 - May 2011
Olin Business School October 2009 - May 2011
Express Scripts September 2010 - December 2010
Express Scripts May 2010 - August 2010
Skills
Supply Chain Management, Project Management, Strategy, Project Planning, Cross-functional Team..., Business Process..., Program Management, VBA, Forecasting, Management, Operations Management, Supply Chain, Project Portfolio..., SAP R/3, Continuous Improvement, Problem Solving, Analysis, Consulting, Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, Change Management, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Washington University in St. Louis - Olin Business School 2009 — 2011
Master of Science, Supply Chain Management
East China University of Political Science and Law 2005 — 2009
Bachelor, Finance, Minor in Law
Welsford Scott Bishopric Welsford Scott Bishopric's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Elon University April 2013 - March 2014
Franklin Street Partners August 2013 - December 2013
Bank of America Merrill Lynch May 2013 - August 2013
Elon Student Government Association March 2012 - April 2013
The Elon Network March 2012 - April 2013
Bank of America Merrill Lynch May 2012 - August 2012
The Elon Network May 2011 - March 2012
Elon Student Government Association March 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Bloomberg Terminal, Hedge Funds, Corporate Finance, Alternative Investments, LBO, Analysis, Strategic Planning, Finance, Leadership
Education
Elon University 2010 — 2014
Bachelor of Science, Finance & Economics
Bank of America Merrill Lynch July 2014 - Present
Elon University April 2013 - March 2014
Franklin Street Partners August 2013 - December 2013
Bank of America Merrill Lynch May 2013 - August 2013
Elon Student Government Association March 2012 - April 2013
The Elon Network March 2012 - April 2013
Bank of America Merrill Lynch May 2012 - August 2012
The Elon Network May 2011 - March 2012
Elon Student Government Association March 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Bloomberg Terminal, Hedge Funds, Corporate Finance, Alternative Investments, LBO, Analysis, Strategic Planning, Finance, Leadership
Education
Elon University 2010 — 2014
Bachelor of Science, Finance & Economics
Gregory Streuber Gregory Streuber's Bank of America Merrill Lynch Experience 2001 - 2002
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company 2012 - Present
Western Reserve (AEGON/Transamerica) 2002 - 2012
Bank of America Merrill Lynch 2001 - 2002
Merrill Lynch 1997 - 2001
Education
East Carolina University 1995 — 1997
Master's degree
University of Wyoming 1983 — 1989
Bachelor's degree
Pacific Life Insurance Company 2012 - Present
Western Reserve (AEGON/Transamerica) 2002 - 2012
Bank of America Merrill Lynch 2001 - 2002
Merrill Lynch 1997 - 2001
Education
East Carolina University 1995 — 1997
Master's degree
University of Wyoming 1983 — 1989
Bachelor's degree
Lee Henely's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst, Mergers & Acquisitions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
William Blair June 2012 - August 2012
American Chamber of Commerce in Shanghai December 2011 - June 2012
William Blair May 2011 - August 2011
State of Iowa, Office of the Governor January 2009 - July 2009
Skills
Financial Analysis, Emerging Markets, International Business, Politics, Public Policy, Leadership, Social Networking, Mandarin, Mergers & Acquisitions, Data Analysis, Financial Modeling, Public Speaking
Education
Hopkins-Nanjing Center 2013 — 2014
Graduate Studies Certificate
University of Iowa 2009 — 2013
B.S. Economics
East China Normal University 2011 — 2012
Chinese Language
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
William Blair June 2012 - August 2012
American Chamber of Commerce in Shanghai December 2011 - June 2012
William Blair May 2011 - August 2011
State of Iowa, Office of the Governor January 2009 - July 2009
Skills
Financial Analysis, Emerging Markets, International Business, Politics, Public Policy, Leadership, Social Networking, Mandarin, Mergers & Acquisitions, Data Analysis, Financial Modeling, Public Speaking
Education
Hopkins-Nanjing Center 2013 — 2014
Graduate Studies Certificate
University of Iowa 2009 — 2013
B.S. Economics
East China Normal University 2011 — 2012
Chinese Language
Alysia (Douglas) Marcoux Alysia (Douglas) Marcoux's Bank of America Merrill Lynch Experience May 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Kimberly-Clark November 2006 - February 2008
Kimberly-Clark January 2006 - September 2006
Kimberly-Clark October 2004 - December 2005
Kimberly-Clark July 2004 - September 2004
Skills
Business Development, Financial Analysis, Account Management, Cross-functional Team..., CRM, Forecasting, Marketing Strategy, Business Strategy, Finance, Investments, Leadership, Key Account Management, Management, Marketing, Portfolio Management, Project Planning, Risk Management, Sales, Sales Operations, Strategic Planning
Education
Juniata College 2001 — 2004
Marketing Management & Organizational Communication
Duquesne University
Bank of America Merrill Lynch May 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Kimberly-Clark November 2006 - February 2008
Kimberly-Clark January 2006 - September 2006
Kimberly-Clark October 2004 - December 2005
Kimberly-Clark July 2004 - September 2004
Skills
Business Development, Financial Analysis, Account Management, Cross-functional Team..., CRM, Forecasting, Marketing Strategy, Business Strategy, Finance, Investments, Leadership, Key Account Management, Management, Marketing, Portfolio Management, Project Planning, Risk Management, Sales, Sales Operations, Strategic Planning
Education
Juniata College 2001 — 2004
Marketing Management & Organizational Communication
Duquesne University
Daniel Radick Daniel Radick's Bank of America Merrill Lynch Experience August 2006 - April 2011
Job Vice President Structured Finance Corporate Trust at US Bank
Industry Financial Services
Experience
US Bank February 2011 - Present
Bank of America Merrill Lynch August 2006 - April 2011
LaSalle Global Trust Services August 2007 - July 2009
LaSalle Bank August 2006 - August 2007
JP Morgan Chase June 2005 - August 2006
Education
Eastern Illinois University 2003 — 2005
Master's, Business Administration
Eastern Illinois University 1999 — 2003
Bachelor of Science, Kinesiology
Providence
US Bank February 2011 - Present
Bank of America Merrill Lynch August 2006 - April 2011
LaSalle Global Trust Services August 2007 - July 2009
LaSalle Bank August 2006 - August 2007
JP Morgan Chase June 2005 - August 2006
Education
Eastern Illinois University 2003 — 2005
Master's, Business Administration
Eastern Illinois University 1999 — 2003
Bachelor of Science, Kinesiology
Providence
Joseph Nicolay Joseph Nicolay's Bank of America Merrill Lynch Experience August 2011 - Present
Job Credit Products Analyst (Commercial Banking) at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2011 - Present
St. Joseph Family Center April 2011 - Present
AARP December 2009 - April 2010
Education
Eastern Washington University 2009 — 2010
B.A., Business Administration, Accounting
North Idaho College 2007 — 2008
A.A., Business Administration
Bank of America Merrill Lynch August 2011 - Present
St. Joseph Family Center April 2011 - Present
AARP December 2009 - April 2010
Education
Eastern Washington University 2009 — 2010
B.A., Business Administration, Accounting
North Idaho College 2007 — 2008
A.A., Business Administration
Jules Ostorero Jules Ostorero's Bank of America Merrill Lynch Experience March 2014 - Present
Job M&A Analyst
Industry Investment Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch September 2011 - March 2014
Bank of America Merrill Lynch June 2013 - December 2013
Veolia Water September 2010 - December 2010
Securikids.fr June 2010 - August 2010
Dexia Credit Local July 2009 - January 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Mergers, Financial Analysis, Finance
Education
EMLYON Business School 2008 — 2011
Msc. In Management, Corporate Finance
East China Normal University 2010 — 2011
"Entrepreneurs For Asia" program
Swansea University 2007 — 2008
Exchange program, School of Business & Economics
2006 — 2008
Bachelor, Management & Economics
Lycée Ampère 2005 — 2006
Lycée Triboulet 2004 — 2005
Baccalauréat, Mathematics and Physics
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch September 2011 - March 2014
Bank of America Merrill Lynch June 2013 - December 2013
Veolia Water September 2010 - December 2010
Securikids.fr June 2010 - August 2010
Dexia Credit Local July 2009 - January 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Mergers, Financial Analysis, Finance
Education
EMLYON Business School 2008 — 2011
Msc. In Management, Corporate Finance
East China Normal University 2010 — 2011
"Entrepreneurs For Asia" program
Swansea University 2007 — 2008
Exchange program, School of Business & Economics
2006 — 2008
Bachelor, Management & Economics
Lycée Ampère 2005 — 2006
Lycée Triboulet 2004 — 2005
Baccalauréat, Mathematics and Physics
Rosemarie Varela Rosemarie Varela's Bank of America Merrill Lynch Experience 2011 - 2013
Job Business Performance//Operations//Strategist & Results Executive Administrator at ABI Resources LLC
Industry Health, Wellness and Fitness
Experience
ABI Resources LLC December 2014 - Present
Liberty Tax Service 2014 - 2014
Bank of America Merrill Lynch 2011 - 2013
Bank of America 2009 - 2011
Bank of America 2006 - 2009
Bank of America 2002 - 2006
FleetBoston Financial Bank 1999 - 2002
Skills
Banking, Business Analysis, Cash Management, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Process Improvement, Project Management, Quality Assurance, Risk Management, SharePoint, Software Quality..., Treasury Management, treasury services, WebEx (Internet Sharing), Customer Service, Strategic Planning, Program Management, Leadership, Portfolio Management, Team Building, Strategy, Problem Solving, Social Services, Healthcare Management, Mental Health Care, Mental Health Treatment, Social Networking, Public Speaking
Education
Eastern Connecticut State University 1995 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New England Institute of Banking
Banking Certificaton, Banking Certificaton
ABI Resources LLC December 2014 - Present
Liberty Tax Service 2014 - 2014
Bank of America Merrill Lynch 2011 - 2013
Bank of America 2009 - 2011
Bank of America 2006 - 2009
Bank of America 2002 - 2006
FleetBoston Financial Bank 1999 - 2002
Skills
Banking, Business Analysis, Cash Management, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Process Improvement, Project Management, Quality Assurance, Risk Management, SharePoint, Software Quality..., Treasury Management, treasury services, WebEx (Internet Sharing), Customer Service, Strategic Planning, Program Management, Leadership, Portfolio Management, Team Building, Strategy, Problem Solving, Social Services, Healthcare Management, Mental Health Care, Mental Health Treatment, Social Networking, Public Speaking
Education
Eastern Connecticut State University 1995 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New England Institute of Banking
Banking Certificaton, Banking Certificaton
Kyle Warneke Kyle Warneke's Bank of America Merrill Lynch Experience July 2014 - Present
Job TRS Middle Office Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch July 2014 - Present
Credit Suisse May 2013 - July 2014
Skills
Salesforce.com, Customer Service, Financial Analysis, Account Management, New Business Development, Coaching, Bloomberg
Education
East Carolina University 2011 — 2013
Bachelor of Science, Business Administration, Finance; Financial Services
SUNY Plattsburgh 2009 — 2010
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch July 2014 - Present
Credit Suisse May 2013 - July 2014
Skills
Salesforce.com, Customer Service, Financial Analysis, Account Management, New Business Development, Coaching, Bloomberg
Education
East Carolina University 2011 — 2013
Bachelor of Science, Business Administration, Finance; Financial Services
SUNY Plattsburgh 2009 — 2010
Bachelor of Science (B.S.), Finance
Tim Hall Tim Hall's Bank of America Merrill Lynch Experience September 2011 - November 2012
Job Instructional Designer at Novant Health
Industry Professional Training & Coaching
Experience
Novant Health August 2013 - Present
Ingersoll Rand March 2013 - July 2013
Bank of America Merrill Lynch September 2011 - November 2012
American Express March 2007 - August 2011
Chattanooga State Community College August 2006 - February 2007
EPB May 2005 - June 2006
Unum November 2000 - February 2005
FedEx January 1997 - November 2000
Skills
Instructional Design, Captivate, Articulate, Online Learning..., Distance Learning, Team Leadership, Technical Writing, Training & Development, Performance Improvement..., Project Management, elearning, Scrum, E-Learning, Performance Improvement, ADDIE, Adult Education, Instructor-led Training, Training, Needs Analysis, Employee Engagement, Learning Management, Blended Learning, Training Delivery, Workshop Facilitation, Staff Development, Program Management, Leadership, SharePoint, Performance Consulting, Technical Training, Employee Training, Learning Management..., Strategy, SnagIt, Curriculum Design
Education
Elon University - Martha and Spencer Love School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern Illinois University, Carbondale
Master of Science in Education, Instructional Design and Development
University of Tennessee-Knoxville
Bachelor's Degree, Political Science with an English minor
The Center for Creative Leadership
Novant Health August 2013 - Present
Ingersoll Rand March 2013 - July 2013
Bank of America Merrill Lynch September 2011 - November 2012
American Express March 2007 - August 2011
Chattanooga State Community College August 2006 - February 2007
EPB May 2005 - June 2006
Unum November 2000 - February 2005
FedEx January 1997 - November 2000
Skills
Instructional Design, Captivate, Articulate, Online Learning..., Distance Learning, Team Leadership, Technical Writing, Training & Development, Performance Improvement..., Project Management, elearning, Scrum, E-Learning, Performance Improvement, ADDIE, Adult Education, Instructor-led Training, Training, Needs Analysis, Employee Engagement, Learning Management, Blended Learning, Training Delivery, Workshop Facilitation, Staff Development, Program Management, Leadership, SharePoint, Performance Consulting, Technical Training, Employee Training, Learning Management..., Strategy, SnagIt, Curriculum Design
Education
Elon University - Martha and Spencer Love School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern Illinois University, Carbondale
Master of Science in Education, Instructional Design and Development
University of Tennessee-Knoxville
Bachelor's Degree, Political Science with an English minor
The Center for Creative Leadership
Drew Tirney Drew Tirney's Bank of America Merrill Lynch Experience February 2008 - March 2010
Job VP, Retirement Plan Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch February 2010 - December 2013
Bank of America Merrill Lynch February 2008 - March 2010
Merrill Lynch August 2004 - January 2008
Spectrum Supply Chain - JC Penney July 2002 - August 2004
Skills
Retirement Plans, Direct Sales, Retirement Solutions, CRM, Finance, Financial Advisory, IRAs, Leadership, Management, Retirement, Retirement Planning, Training
Education
Rider University 2006 — 2009
MBA, Finance
Elizabethtown College 1997 — 2001
Bachelor's, Finance
Merrill Lynch January 2014 - Present
Merrill Lynch February 2010 - December 2013
Bank of America Merrill Lynch February 2008 - March 2010
Merrill Lynch August 2004 - January 2008
Spectrum Supply Chain - JC Penney July 2002 - August 2004
Skills
Retirement Plans, Direct Sales, Retirement Solutions, CRM, Finance, Financial Advisory, IRAs, Leadership, Management, Retirement, Retirement Planning, Training
Education
Rider University 2006 — 2009
MBA, Finance
Elizabethtown College 1997 — 2001
Bachelor's, Finance
Jessica Thorpe Jessica Thorpe's Bank of America Merrill Lynch Experience September 2012 - July 2013
Job EEMEA Equity Sales
Industry Investment Banking
Experience
HSBC August 2013 - February 2014
Bank of America Merrill Lynch September 2012 - July 2013
UniCredit Markets & Investment Banking July 2010 - July 2012
Citi 2008 - 2009
Alfa Bank Russia 2006 - 2006
Skills
Equities, Investment Banking
Education
University of Durham 2004 — 2008
Upper Second Class, French & Russian
HSBC August 2013 - February 2014
Bank of America Merrill Lynch September 2012 - July 2013
UniCredit Markets & Investment Banking July 2010 - July 2012
Citi 2008 - 2009
Alfa Bank Russia 2006 - 2006
Skills
Equities, Investment Banking
Education
University of Durham 2004 — 2008
Upper Second Class, French & Russian
Douglas Jarl Douglas Jarl's Bank of America Merrill Lynch Experience May 2014 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
J.P. Morgan January 2013 - February 2014
GE Energy July 2010 - December 2012
United States Navy May 2007 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, M&A analysis, Military, Navy, Military Experience, Nuclear, Engineering, Analysis, Cross-functional Team..., Leadership, Strategic Planning
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
United States Naval Academy 2003 — 2007
BS, Systems Engineering
Bank of America Merrill Lynch May 2014 - Present
J.P. Morgan January 2013 - February 2014
GE Energy July 2010 - December 2012
United States Navy May 2007 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, M&A analysis, Military, Navy, Military Experience, Nuclear, Engineering, Analysis, Cross-functional Team..., Leadership, Strategic Planning
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
United States Naval Academy 2003 — 2007
BS, Systems Engineering
Lauren Feuer Lauren Feuer's Bank of America Merrill Lynch Experience June 2008 - January 2010
Job President at Magnificent Baby
Industry Apparel & Fashion
Experience
Magnificent Baby January 2010 - Present
Merrill Lynch June 2008 - January 2010
Bank of America Merrill Lynch June 2008 - January 2010
UBS September 2003 - June 2008
Olympia Capital July 2001 - February 2003
Education
New York University 2001 — 2003
Master of Science, Real Estate Finance & Development
Emory University 1997 — 2001
Bachelor of Arts, Economics
Magnificent Baby January 2010 - Present
Merrill Lynch June 2008 - January 2010
Bank of America Merrill Lynch June 2008 - January 2010
UBS September 2003 - June 2008
Olympia Capital July 2001 - February 2003
Education
New York University 2001 — 2003
Master of Science, Real Estate Finance & Development
Emory University 1997 — 2001
Bachelor of Arts, Economics
Jie Dong's Bank of America Merrill Lynch Experience May 2013 - August 2013
Job Senior Credit Analyst at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America July 2014 - February 2015
Bank of America Merrill Lynch May 2013 - August 2013
The Coca-Cola Company May 2012 - May 2013
Ernst & Young August 2011 - August 2012
Sorbent Technologies, Inc. June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Research, SAP, SharePoint Services 3.0, Moody, Credit Analysis, Microsoft Word, Financial Analysis, Analysis, Customer Service, Event Planning, Financial Modeling, Portfolio Management, PowerPoint, Public Speaking, Social Media
Education
Emory University 2010 — 2014
Bachelor of Arts (BA), Economics
Manatee High School
Bank of America February 2015 - Present
Bank of America July 2014 - February 2015
Bank of America Merrill Lynch May 2013 - August 2013
The Coca-Cola Company May 2012 - May 2013
Ernst & Young August 2011 - August 2012
Sorbent Technologies, Inc. June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Research, SAP, SharePoint Services 3.0, Moody, Credit Analysis, Microsoft Word, Financial Analysis, Analysis, Customer Service, Event Planning, Financial Modeling, Portfolio Management, PowerPoint, Public Speaking, Social Media
Education
Emory University 2010 — 2014
Bachelor of Arts (BA), Economics
Manatee High School
Akbar Batyrchaev's Bank of America Merrill Lynch Experience August 2012 - Present
Job Project Manager Derivatives Change Management
Industry Banking
Experience
Bank of America Merrill Lynch August 2012 - Present
JPMorgan Chase & Co. September 2011 - August 2012
Citigroup September 2010 - September 2011
Centerra Gold Inc. April 2006 - March 2010
Skills
SDLC, Requirements Analysis, Banking, Business Analysis
Education
London School of Business & Finance 2008 — 2009
Master, Banking & Capital Markets
Eastern Mediterranean University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Banking and Corporate Finance
Bank of America Merrill Lynch August 2012 - Present
JPMorgan Chase & Co. September 2011 - August 2012
Citigroup September 2010 - September 2011
Centerra Gold Inc. April 2006 - March 2010
Skills
SDLC, Requirements Analysis, Banking, Business Analysis
Education
London School of Business & Finance 2008 — 2009
Master, Banking & Capital Markets
Eastern Mediterranean University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Banking and Corporate Finance
Alfonso Ridley's Bank of America Merrill Lynch Experience February 2015 - Present
Job AVP; Registration Specialist at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - September 2014
Rent-A-Center September 2011 - May 2012
Elon University June 2009 - February 2011
News (WLNE) May 2010 - August 2010
Elon University August 2008 - May 2009
Best Buy September 2007 - August 2008
Skills
Editing, Sales, Budget, Final Cut Pro, iMovie, P&L, Inventory Management, Store Management, Collections Management, Revenue Recognition, Staff Management, Staff Supervision, Money Management, Facebook, Outlook, Microsoft Excel, Budgets
Education
Elon University 2008 — 2011
Bachelor of Arts, Communications
Cranston Area Career Technical Center 2005 — 2007
Diploma, Business Administration
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - September 2014
Rent-A-Center September 2011 - May 2012
Elon University June 2009 - February 2011
News (WLNE) May 2010 - August 2010
Elon University August 2008 - May 2009
Best Buy September 2007 - August 2008
Skills
Editing, Sales, Budget, Final Cut Pro, iMovie, P&L, Inventory Management, Store Management, Collections Management, Revenue Recognition, Staff Management, Staff Supervision, Money Management, Facebook, Outlook, Microsoft Excel, Budgets
Education
Elon University 2008 — 2011
Bachelor of Arts, Communications
Cranston Area Career Technical Center 2005 — 2007
Diploma, Business Administration
John Sheffield John Sheffield's Bank of America Merrill Lynch Experience July 2010 - March 2012
Job MD and Head CFAS at Mizuho Securities
Industry Financial Services
Experience
Mizuho Securities USA Inc. October 2014 - Present
Entitle Direct Group, Inc. August 2013 - September 2014
Medical Action Industries March 2012 - June 2013
Bank of America Merrill Lynch July 2010 - March 2012
Bank Street Group May 2008 - July 2010
DJO March 2007 - March 2008
Bank of America 2005 - 2007
Bank Street Group July 2004 - November 2005
Wasserstein Perella April 1998 - October 2002
BMO Capital Markets January 1997 - March 1998
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Private Equity, Corporate Development, Mergers, Financial Services, Finance, M&A experience, Financial Modeling, Investments, Divestitures, Due Diligence, Healthcare, Medical Devices, Portfolio Management, Valuation, Acquisitions, Business Strategy, Venture Capital, Financial Structuring, Financial Analysis, Restructuring, Acquisition Integration, Strategic Planning, Board of Directors, Capital Markets, Equities, IPO, Leadership, Business Valuation, Asset Management, Strategic Analysis, Accounting, SEC filings, Internal Controls, Investor Relations, Entrepreneurship, Analysis, Start-ups, Corporate Secretary, Manufacturing, Compliance, Debt Restructuring, Turnaround Experience, Budgets, Leadership Development, Strategy, Municipal Budgeting, Municipal Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1994 — 1996
MBA, Finance
EMLYON Business School 1995 — 1996
Masters, Management
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
Mizuho Securities USA Inc. October 2014 - Present
Entitle Direct Group, Inc. August 2013 - September 2014
Medical Action Industries March 2012 - June 2013
Bank of America Merrill Lynch July 2010 - March 2012
Bank Street Group May 2008 - July 2010
DJO March 2007 - March 2008
Bank of America 2005 - 2007
Bank Street Group July 2004 - November 2005
Wasserstein Perella April 1998 - October 2002
BMO Capital Markets January 1997 - March 1998
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Private Equity, Corporate Development, Mergers, Financial Services, Finance, M&A experience, Financial Modeling, Investments, Divestitures, Due Diligence, Healthcare, Medical Devices, Portfolio Management, Valuation, Acquisitions, Business Strategy, Venture Capital, Financial Structuring, Financial Analysis, Restructuring, Acquisition Integration, Strategic Planning, Board of Directors, Capital Markets, Equities, IPO, Leadership, Business Valuation, Asset Management, Strategic Analysis, Accounting, SEC filings, Internal Controls, Investor Relations, Entrepreneurship, Analysis, Start-ups, Corporate Secretary, Manufacturing, Compliance, Debt Restructuring, Turnaround Experience, Budgets, Leadership Development, Strategy, Municipal Budgeting, Municipal Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1994 — 1996
MBA, Finance
EMLYON Business School 1995 — 1996
Masters, Management
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
Mollie Martin's Bank of America Merrill Lynch Experience December 2012 - October 2014
Job Marketing Director at Quorum Federal Credit Union
Industry Financial Services
Experience
Quorum Federal Credit Union October 2014 - Present
Bank of America Merrill Lynch December 2012 - October 2014
Bank of America Merrill Lynch August 2007 - December 2012
Cantor Fitzgerald/ BGC Partners July 2003 - August 2007
Lehman Brothers March 2002 - June 2003
Goldman Sachs May 2000 - March 2002
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Electronic Trading, Hedge Funds, Trading, Options, Commodity, Financial Markets, Financial Services, Marketing Strategy, Product Management, Alternative Investments, FX Options, Securities, Trading Systems, Investments, FINRA, Series 63, Banking, Bloomberg, Business Development, Foreign Exchange, Bonds, Management, Fixed Income, Marketing, Leadership
Education
East Carolina University 1994 — 1999
BS, Communications and Marketing
Quorum Federal Credit Union October 2014 - Present
Bank of America Merrill Lynch December 2012 - October 2014
Bank of America Merrill Lynch August 2007 - December 2012
Cantor Fitzgerald/ BGC Partners July 2003 - August 2007
Lehman Brothers March 2002 - June 2003
Goldman Sachs May 2000 - March 2002
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Electronic Trading, Hedge Funds, Trading, Options, Commodity, Financial Markets, Financial Services, Marketing Strategy, Product Management, Alternative Investments, FX Options, Securities, Trading Systems, Investments, FINRA, Series 63, Banking, Bloomberg, Business Development, Foreign Exchange, Bonds, Management, Fixed Income, Marketing, Leadership
Education
East Carolina University 1994 — 1999
BS, Communications and Marketing
Maura Carew's Bank of America Merrill Lynch Experience September 2013 - Present
Job Senior Compliance Manager, Global Wealth and Retirement Solutions
Industry Banking
Experience
Bank of America Merrill Lynch September 2013 - Present
Bank of America May 2012 - September 2013
Bank of America June 2010 - May 2012
Skills
Business Analysis, Business Strategy, Project Management, Risk Management, Strategic Planning, Retail Banking, Corporate Finance, Process Improvement, Strategy, Program Management, Competitive Analysis, Business Development
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
University of Dayton 2000 — 2004
Bank of America Merrill Lynch September 2013 - Present
Bank of America May 2012 - September 2013
Bank of America June 2010 - May 2012
Skills
Business Analysis, Business Strategy, Project Management, Risk Management, Strategic Planning, Retail Banking, Corporate Finance, Process Improvement, Strategy, Program Management, Competitive Analysis, Business Development
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
University of Dayton 2000 — 2004
Merilyn Coffey Merilyn Coffey's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Market Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2014 - Present
Bank of America November 2013 - September 2014
Wells Fargo Home Mortgage December 2012 - October 2013
Wells Fargo September 2011 - January 2013
Fennebresque and Co October 2009 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
State Farm March 2008 - May 2008
Skills
Spanish Language, Derivatives, Trading, Access, Spanish, Financial Modeling, Analysis, Interest Rate...
Education
University of North Carolina at Charlotte 2009 — 2011
MS, Economics and Mathematical Finance
Salem State University 2008 — 2008
na, Mathematics
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor's of Science, Finance and Entrepreneurship
Wells Fargo September 2014 - Present
Bank of America November 2013 - September 2014
Wells Fargo Home Mortgage December 2012 - October 2013
Wells Fargo September 2011 - January 2013
Fennebresque and Co October 2009 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
State Farm March 2008 - May 2008
Skills
Spanish Language, Derivatives, Trading, Access, Spanish, Financial Modeling, Analysis, Interest Rate...
Education
University of North Carolina at Charlotte 2009 — 2011
MS, Economics and Mathematical Finance
Salem State University 2008 — 2008
na, Mathematics
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor's of Science, Finance and Entrepreneurship
Aaron Katz Aaron Katz's Bank of America Merrill Lynch Experience August 2013 - Present
Job Vice President / Senior Leasing Credit Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2011 - August 2013
Bank of America Merrill Lynch November 2009 - March 2011
Merrill Lynch May 1999 - November 2009
Merrill Lynch May 1997 - May 1999
Education
Elmhurst College 1996 — 1998
Bachelor of Science, International Business
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2011 - August 2013
Bank of America Merrill Lynch November 2009 - March 2011
Merrill Lynch May 1999 - November 2009
Merrill Lynch May 1997 - May 1999
Education
Elmhurst College 1996 — 1998
Bachelor of Science, International Business
Scott Radley Scott Radley's Bank of America Merrill Lynch Experience January 2006 - December 2011
Job Senior Manager at Sagence
Industry Management Consulting
Experience
Sagence December 2011 - Present
Bank of America Merrill Lynch January 2006 - December 2011
Pfizer January 2003 - December 2005
Genware Computer Systems January 2002 - December 2005
Synergy Computing January 2000 - December 2001
SABMiller July 2000 - March 2001
Metropolitan Health Group May 1996 - December 1999
Skills
Data Science, Business Intelligence, Data Warehousing, Analytics, Business Analysis, Cognos, Management Consulting, Data Modeling, Data Analysis, Requirements Analysis, Business Process, Data Integration, Change Management, ETL, Requirements Gathering, Reference Data, SDLC, OLAP, Software Project..., Data Management, Enterprise Architecture
Education
Duke University - The Fuqua School of Business 1995 — 1996
MBA, Exchange Program
University of Cape Town 1994 — 1995
MBA, Business
University of Stellenbosch
B.Comm (Mathematics), B.Comm.Hons, (Economics)
Sagence December 2011 - Present
Bank of America Merrill Lynch January 2006 - December 2011
Pfizer January 2003 - December 2005
Genware Computer Systems January 2002 - December 2005
Synergy Computing January 2000 - December 2001
SABMiller July 2000 - March 2001
Metropolitan Health Group May 1996 - December 1999
Skills
Data Science, Business Intelligence, Data Warehousing, Analytics, Business Analysis, Cognos, Management Consulting, Data Modeling, Data Analysis, Requirements Analysis, Business Process, Data Integration, Change Management, ETL, Requirements Gathering, Reference Data, SDLC, OLAP, Software Project..., Data Management, Enterprise Architecture
Education
Duke University - The Fuqua School of Business 1995 — 1996
MBA, Exchange Program
University of Cape Town 1994 — 1995
MBA, Business
University of Stellenbosch
B.Comm (Mathematics), B.Comm.Hons, (Economics)
Jesus Fernandez Munoz's Bank of America Merrill Lynch Experience June 2006 - August 2012
Job Portfolio Management Lead Specialist at InterAmerican Development Bank
Industry Banking
Experience
Inter-American Development Bank August 2012 - Present
Rotary Club of Wall Street July 2012 - June 2013
Bank of America Merrill Lynch June 2006 - August 2012
Moody's Investors Service August 2005 - June 2006
Moodys Investor Services September 2002 - July 2005
European Investment Fund March 2001 - August 2002
Moodys Investor Services October 1999 - February 2001
Mediocredito Centrale October 1998 - September 1999
Credit Lyonnais September 1996 - August 1997
Universidad Politécnica de Madrid October 1995 - June 1996
Skills
Project Finance, Securitization, Structured Finance, Financial Institutions, Emerging Markets, Counterparty Risk, Spanish banks, Non performing loans, Banking, Spanish, Mentoring, Training, Credit Risk, Credit Analysis, Team Management, Leadership, Portfolio Management, Financial Risk, Analysis, Management, Risk Management, Finance, Credit, Financial Markets, Loans, Trade Finance, Capital Markets, Investment Banking, Investments, Corporate Finance, Fixed Income, Financial Modeling
Education
Georgetown University & ESADE 2012 — 2012
Global Advanced Management Program
London School of Economics and Political Science
Diploma for Graduates in Banking
Universidad Politécnica de Madrid 1989 — 1997
M. Sc., Civil Engineering, Transportation
Ecole Nationale des Ponts et Chaussées 1992 — 1995
Ingenieur Civil, Civil Engineering
Inter-American Development Bank August 2012 - Present
Rotary Club of Wall Street July 2012 - June 2013
Bank of America Merrill Lynch June 2006 - August 2012
Moody's Investors Service August 2005 - June 2006
Moodys Investor Services September 2002 - July 2005
European Investment Fund March 2001 - August 2002
Moodys Investor Services October 1999 - February 2001
Mediocredito Centrale October 1998 - September 1999
Credit Lyonnais September 1996 - August 1997
Universidad Politécnica de Madrid October 1995 - June 1996
Skills
Project Finance, Securitization, Structured Finance, Financial Institutions, Emerging Markets, Counterparty Risk, Spanish banks, Non performing loans, Banking, Spanish, Mentoring, Training, Credit Risk, Credit Analysis, Team Management, Leadership, Portfolio Management, Financial Risk, Analysis, Management, Risk Management, Finance, Credit, Financial Markets, Loans, Trade Finance, Capital Markets, Investment Banking, Investments, Corporate Finance, Fixed Income, Financial Modeling
Education
Georgetown University & ESADE 2012 — 2012
Global Advanced Management Program
London School of Economics and Political Science
Diploma for Graduates in Banking
Universidad Politécnica de Madrid 1989 — 1997
M. Sc., Civil Engineering, Transportation
Ecole Nationale des Ponts et Chaussées 1992 — 1995
Ingenieur Civil, Civil Engineering
Joe Zhang Joe Zhang's Bank of America Merrill Lynch Experience May 2010 - August 2010
Job Senior Financial Analyst at SafeGuard Products
Industry Financial Services
Experience
Safe-Guard Products August 2015 - Present
Safe-Guard Products August 2014 - August 2015
SunTrust Robinson Humphrey June 2012 - July 2014
Carson Medlin Company, Monroe Securities August 2011 - March 2012
Greenlight Biofuels May 2011 - August 2011
Bank of America Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Valuation, Oil & Gas Industry, Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Debt & Equity Financing
Education
Emory University 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Safe-Guard Products August 2015 - Present
Safe-Guard Products August 2014 - August 2015
SunTrust Robinson Humphrey June 2012 - July 2014
Carson Medlin Company, Monroe Securities August 2011 - March 2012
Greenlight Biofuels May 2011 - August 2011
Bank of America Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Valuation, Oil & Gas Industry, Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Debt & Equity Financing
Education
Emory University 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Walter Hoffman Walter Hoffman's Bank of America Merrill Lynch Experience January 2015 - July 2015
Job MBA Candidate at Fuqua School of Business
Industry Investment Banking
Experience
Bank of America Merrill Lynch January 2015 - July 2015
Bank of America Merrill Lynch January 2012 - January 2015
Bank of America Merrill Lynch July 2009 - January 2012
Skills
Equities, Electronic Trading, Financial Modeling, Valuation, Capital Markets, Bloomberg, Hedge Funds, Series 7, Investments, Private Equity, Financial Analysis, Portfolio Management, Derivatives, Corporate Finance, Alternative Investments, Asset Managment, Due Diligence, Securities, Options
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
BA, History
Norfolk Academy
Bank of America Merrill Lynch January 2015 - July 2015
Bank of America Merrill Lynch January 2012 - January 2015
Bank of America Merrill Lynch July 2009 - January 2012
Skills
Equities, Electronic Trading, Financial Modeling, Valuation, Capital Markets, Bloomberg, Hedge Funds, Series 7, Investments, Private Equity, Financial Analysis, Portfolio Management, Derivatives, Corporate Finance, Alternative Investments, Asset Managment, Due Diligence, Securities, Options
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
BA, History
Norfolk Academy
Hailey Han Xu's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Graduate student at Duke University
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - August 2014
The Boston Consulting Group February 2014 - June 2014
PricewaterhouseCoopers January 2014 - February 2014
BDA October 2012 - October 2012
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Management Studies, Finance
Peking University 2010 — 2015
Bachelor's Degree, Economics, 3.6/4.0
The Hong Kong University of Science and Technology 2013 — 2013
Exchange semester, Business School
Bank of America Merrill Lynch June 2014 - August 2014
The Boston Consulting Group February 2014 - June 2014
PricewaterhouseCoopers January 2014 - February 2014
BDA October 2012 - October 2012
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Management Studies, Finance
Peking University 2010 — 2015
Bachelor's Degree, Economics, 3.6/4.0
The Hong Kong University of Science and Technology 2013 — 2013
Exchange semester, Business School
Jeff Baldetti Jeff Baldetti's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Fixed Income Research Analyst at RMB Capital Management
Industry Financial Services
Experience
RMB Capital August 2015 - Present
Elon University August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Ferrell Capital Management June 2013 - August 2013
RMB Capital Management July 2012 - August 2012
Skaneateles Country Club July 2007 - July 2012
Skills
Salesforce.com, Microsoft Excel, Bloomberg Terminal, Financial Modeling, SAS, Social Media, Junior Golf, PowerPoint, Economics, Spanish, Hedge Funds, Corporate Credit..., Study Abroad Programs, Access, MailChimp, Risk Management, Analysis, Research, Data Analysis, Accounting, Reporting & Analysis, Presentations, Credit Analysis
Education
Elon University 2011 — 2015
Bachelor of Science, Finance, 3.97
HBX Harvard Business School 2014 — 2014
Core Program: Credential of Readiness, Pass
Skaneateles High School 2007 — 2011
RMB Capital August 2015 - Present
Elon University August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Ferrell Capital Management June 2013 - August 2013
RMB Capital Management July 2012 - August 2012
Skaneateles Country Club July 2007 - July 2012
Skills
Salesforce.com, Microsoft Excel, Bloomberg Terminal, Financial Modeling, SAS, Social Media, Junior Golf, PowerPoint, Economics, Spanish, Hedge Funds, Corporate Credit..., Study Abroad Programs, Access, MailChimp, Risk Management, Analysis, Research, Data Analysis, Accounting, Reporting & Analysis, Presentations, Credit Analysis
Education
Elon University 2011 — 2015
Bachelor of Science, Finance, 3.97
HBX Harvard Business School 2014 — 2014
Core Program: Credential of Readiness, Pass
Skaneateles High School 2007 — 2011
Bianca Tomlin's Bank of America Merrill Lynch Experience May 2015 - August 2015
Job Skimm'bassador Brand Representative at theSkimm
Industry Marketing and Advertising
Experience
Lake Land College August 2015 - Present
theSkimm August 2015 - Present
Eastern Illinois University July 2014 - Present
Bank of America Merrill Lynch May 2015 - August 2015
Gavina Graphics October 2013 - May 2015
Eastern Illinois University January 2013 - May 2014
Hub Group May 2013 - August 2013
Bensenville Water Park May 2008 - August 2012
Skills
Leadership, Networking, Communication, Management, Microsoft Word, Microsoft Excel, Multi Tasking, Spanish-speaking, Time Management, Marketing, Event Planning, Fundraising, Microsoft Office, Teamwork, Social Media, Social Networking, PowerPoint, Public Relations
Education
Eastern Illinois University 2014 — 2016
Master of Arts (M.A.) in Communication Studies, Strategic Communication, 4.0
Eastern Illinois University 2010 — 2014
Bachelor of Arts (B.A.), Corporate Communications
Granada Nicaragua Spanish School 2012 — 2012
Spanish Language and Literature
Lake Land College August 2015 - Present
theSkimm August 2015 - Present
Eastern Illinois University July 2014 - Present
Bank of America Merrill Lynch May 2015 - August 2015
Gavina Graphics October 2013 - May 2015
Eastern Illinois University January 2013 - May 2014
Hub Group May 2013 - August 2013
Bensenville Water Park May 2008 - August 2012
Skills
Leadership, Networking, Communication, Management, Microsoft Word, Microsoft Excel, Multi Tasking, Spanish-speaking, Time Management, Marketing, Event Planning, Fundraising, Microsoft Office, Teamwork, Social Media, Social Networking, PowerPoint, Public Relations
Education
Eastern Illinois University 2014 — 2016
Master of Arts (M.A.) in Communication Studies, Strategic Communication, 4.0
Eastern Illinois University 2010 — 2014
Bachelor of Arts (B.A.), Corporate Communications
Granada Nicaragua Spanish School 2012 — 2012
Spanish Language and Literature
Maxime Denery Maxime Denery's Bank of America Merrill Lynch Experience July 2014 - Present
Job Commodity Research
Industry Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
PIRA Energy Group September 2011 - July 2014
Societe Generale September 2009 - August 2011
ExxonMobil January 2008 - June 2009
Education
ENSPM (French Petroleum Institute) 2007 — 2009
Master of Science (M.S.), Oil, Macroeconomics
École Supérieure d'Électricité 2005 — 2007
Master's degree, Mathematics, Statistics
Bank of America Merrill Lynch July 2014 - Present
PIRA Energy Group September 2011 - July 2014
Societe Generale September 2009 - August 2011
ExxonMobil January 2008 - June 2009
Education
ENSPM (French Petroleum Institute) 2007 — 2009
Master of Science (M.S.), Oil, Macroeconomics
École Supérieure d'Électricité 2005 — 2007
Master's degree, Mathematics, Statistics
Jacqueline Dai Jacqueline Dai's Bank of America Merrill Lynch Experience July 2013 - Present
Job Prime Brokerage Sales Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
Flourishing in Ministry January 2011 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
EquiLend May 2011 - August 2011
Navatar Group May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
BBA, Finance, Chinese
East China Normal University 2011 — 2011
International Business
John P. Stevens High School 2005 — 2009
Bank of America Merrill Lynch July 2013 - Present
Flourishing in Ministry January 2011 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
EquiLend May 2011 - August 2011
Navatar Group May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
BBA, Finance, Chinese
East China Normal University 2011 — 2011
International Business
John P. Stevens High School 2005 — 2009
Angelia Evans Angelia Evans's Bank of America Merrill Lynch Experience August 2011 - November 2011
Job Atlantic Bay Mortgage Group Third Party Mortgage Loan Processor
Industry Real Estate
Experience
Atlantic Bay Mortgage Group January 2015 - Present
Atlantic Bay Mortgage Group August 2014 - January 2015
Bank of America November 2013 - July 2014
Bank of America Home Loans November 2011 - November 2013
Bank of America Merrill Lynch August 2011 - November 2011
Community Memorial Healthcare May 2009 - July 2010
Portfolio Recovery Assoc Inc October 2005 - March 2009
Skills
Management, Banking, Microsoft Office, Leadership, Risk Management, Customer Service, Sales, Credit, CRM, Mortgage Lending, Team Building, Loan Origination, Loans, Credit Analysis, Marketing, Portfolio Management, Mortgage Banking, Short Sales, Negotiation, Strategic Planning
Education
ECPI University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southside Virginia Community College 2004 — 2006
Registered Nursing/Registered Nurse
Granby High School 1999 — 2003
International Baccalaurate Diploma, International Baccalaurate Program
Atlantic Bay Mortgage Group January 2015 - Present
Atlantic Bay Mortgage Group August 2014 - January 2015
Bank of America November 2013 - July 2014
Bank of America Home Loans November 2011 - November 2013
Bank of America Merrill Lynch August 2011 - November 2011
Community Memorial Healthcare May 2009 - July 2010
Portfolio Recovery Assoc Inc October 2005 - March 2009
Skills
Management, Banking, Microsoft Office, Leadership, Risk Management, Customer Service, Sales, Credit, CRM, Mortgage Lending, Team Building, Loan Origination, Loans, Credit Analysis, Marketing, Portfolio Management, Mortgage Banking, Short Sales, Negotiation, Strategic Planning
Education
ECPI University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southside Virginia Community College 2004 — 2006
Registered Nursing/Registered Nurse
Granby High School 1999 — 2003
International Baccalaurate Diploma, International Baccalaurate Program
David Parrish's Bank of America Merrill Lynch Experience March 2007 - November 2010
Job Specialist Information Security Engineer at Bank of America
Industry Banking
Experience
Bank of America March 2007 - Present
Bank of America/ Merrill Lynch March 2007 - November 2010
Nortel Networks - RTP, N.C. February 2006 - February 2007
Skills
Banking, Incident Management, Data Security Mainframe, RACF, ACF2, MVS, VM, Security, Information Security, Software Documentation, Access, Mainframe, Information Technology, Enterprise Software, PMO, Management, BMC Remedy, Project Delivery, Networking, Help Desk Support, Business Continuity, Change Management, Information Security..., Telecommunications, Leadership, Financial Risk, IT Management, Data Center, IT Operations, Internal Audit, SharePoint, Identity Management, Microsoft Exchange
Education
Durham Technical Community College 1985 — 1986
Business Computing Programming
Southern High School 1980 — 1984
diploma
Bank of America March 2007 - Present
Bank of America/ Merrill Lynch March 2007 - November 2010
Nortel Networks - RTP, N.C. February 2006 - February 2007
Skills
Banking, Incident Management, Data Security Mainframe, RACF, ACF2, MVS, VM, Security, Information Security, Software Documentation, Access, Mainframe, Information Technology, Enterprise Software, PMO, Management, BMC Remedy, Project Delivery, Networking, Help Desk Support, Business Continuity, Change Management, Information Security..., Telecommunications, Leadership, Financial Risk, IT Management, Data Center, IT Operations, Internal Audit, SharePoint, Identity Management, Microsoft Exchange
Education
Durham Technical Community College 1985 — 1986
Business Computing Programming
Southern High School 1980 — 1984
diploma
Jeremy Grubb Jeremy Grubb's Bank of America Merrill Lynch Experience July 2003 - April 2015
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Citizens Bank April 2015 - Present
Bank of America Merrill Lynch July 2003 - April 2015
Electronic Data Systems May 1999 - July 2003
Skills
Asset-backed..., Private Equity Funding, Capital Markets, Structured Finance, Structured Products, Real Estate Private..., Private Equity Firms, Residential Mortgages, Finance, Private Equity
Education
East Carolina University 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Citizens Bank April 2015 - Present
Bank of America Merrill Lynch July 2003 - April 2015
Electronic Data Systems May 1999 - July 2003
Skills
Asset-backed..., Private Equity Funding, Capital Markets, Structured Finance, Structured Products, Real Estate Private..., Private Equity Firms, Residential Mortgages, Finance, Private Equity
Education
East Carolina University 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Kelven Zhou Kelven Zhou's Bank of America Merrill Lynch Experience May 2015 - Present
Job Credit Risk Technologist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
a.Axiom Solutions October 2012 - May 2015
Nirvana Solutions October 2010 - September 2012
Polytechnic Institute of New York University July 2009 - October 2010
E-Value Real Estate Appraisal, Queens, NY March 2010 - April 2010
Agriculture Bank of China, Canton, China July 2007 - September 2007
Hong Chang Import & Export CO. Ltd, Canton, China July 2005 - September 2005
Skills
Matlab, Hedge Funds, Risk Management, Portfolio Management, Derivatives, Bloomberg, Microsoft SQL Server, R, VBA, Trading, Microsoft Excel, Bloomberg Terminal, Equity Trading, Visual Basic, Wind, Eviews, SPSS, Visual C#, Mac OS X
Education
New York University - Polytechnic School of Engineering 2008 — 2010
Masters of Science, Financial Engineering
East China University of Science and Technology 2004 — 2008
Bachelor of Business Administration, Marketing Management
Bank of America Merrill Lynch May 2015 - Present
a.Axiom Solutions October 2012 - May 2015
Nirvana Solutions October 2010 - September 2012
Polytechnic Institute of New York University July 2009 - October 2010
E-Value Real Estate Appraisal, Queens, NY March 2010 - April 2010
Agriculture Bank of China, Canton, China July 2007 - September 2007
Hong Chang Import & Export CO. Ltd, Canton, China July 2005 - September 2005
Skills
Matlab, Hedge Funds, Risk Management, Portfolio Management, Derivatives, Bloomberg, Microsoft SQL Server, R, VBA, Trading, Microsoft Excel, Bloomberg Terminal, Equity Trading, Visual Basic, Wind, Eviews, SPSS, Visual C#, Mac OS X
Education
New York University - Polytechnic School of Engineering 2008 — 2010
Masters of Science, Financial Engineering
East China University of Science and Technology 2004 — 2008
Bachelor of Business Administration, Marketing Management
Jill Citron Jill Citron's Bank of America Merrill Lynch Experience February 2012 - July 2013
Job Vice President Development at Actors Hall of Fame Foundation
Industry Nonprofit Organization Management
Experience
Actors Hall of Fame Foundation February 2014 - Present
Bank of America Merrill Lynch February 2012 - July 2013
Chase March 2010 - March 2012
Randall Linde and Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. December 2003 - March 2008
Los Angeles Unified School District February 1983 - June 1986
Skills
Entertainment, Film, Video Production, Social Media, Fundraising, Nonprofits, Strategic Partnerships, Television
Education
University of California, Berkeley 1972 — 1973
Bachelor of Arts (BA), Theatre/Theater
Emerson College 1971 — 1972
Theatre/Theater
Foothill College 1969 — 1971
Associate of Arts (AA), Theatre/Theater
Actors Hall of Fame Foundation February 2014 - Present
Bank of America Merrill Lynch February 2012 - July 2013
Chase March 2010 - March 2012
Randall Linde and Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. December 2003 - March 2008
Los Angeles Unified School District February 1983 - June 1986
Skills
Entertainment, Film, Video Production, Social Media, Fundraising, Nonprofits, Strategic Partnerships, Television
Education
University of California, Berkeley 1972 — 1973
Bachelor of Arts (BA), Theatre/Theater
Emerson College 1971 — 1972
Theatre/Theater
Foothill College 1969 — 1971
Associate of Arts (AA), Theatre/Theater
Erick Jackson Erick Jackson's Bank of America Merrill Lynch Experience July 2013 - Present
Job Healthcare Investment Banking Associate
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Accenture October 2010 - August 2011
Accenture February 2008 - September 2010
Accenture September 2007 - January 2008
Accenture November 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Mergers & Acquisitions, Data Analysis, Equity Research, Fixed Income, Strategy, Managerial Finance, Finance, Analytics, Corporate Finance, Management Consulting, Investment Banking, Competitive Analysis, Bloomberg
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance
Emory University 2001 — 2005
BA, Economics
Our Lady of Good Counsel 1997 — 2001
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Accenture October 2010 - August 2011
Accenture February 2008 - September 2010
Accenture September 2007 - January 2008
Accenture November 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Mergers & Acquisitions, Data Analysis, Equity Research, Fixed Income, Strategy, Managerial Finance, Finance, Analytics, Corporate Finance, Management Consulting, Investment Banking, Competitive Analysis, Bloomberg
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance
Emory University 2001 — 2005
BA, Economics
Our Lady of Good Counsel 1997 — 2001
Zhi (Amber) Zheng Zhi (Amber) Zheng's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate, Class of 2016 at Duke University The Fuqua School of Business
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
China CITIC Bank International Ltd July 2012 - June 2014
CITIC Bank International June 2010 - June 2012
KPMG September 2008 - March 2010
Deloitte June 2007 - August 2007
Skills
Relationship Management, Credit Analysis, Structured Finance, Mergers & Acquisitions, Corporate Finance, Banking, Due Diligence
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Hong Kong 2005 — 2008
BBA(Accounting&Finance)
The University of Western Ontario - Ivey School of Business 2006 — 2006
Exchange Program, HBA2
Bank of America Merrill Lynch June 2015 - August 2015
China CITIC Bank International Ltd July 2012 - June 2014
CITIC Bank International June 2010 - June 2012
KPMG September 2008 - March 2010
Deloitte June 2007 - August 2007
Skills
Relationship Management, Credit Analysis, Structured Finance, Mergers & Acquisitions, Corporate Finance, Banking, Due Diligence
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Hong Kong 2005 — 2008
BBA(Accounting&Finance)
The University of Western Ontario - Ivey School of Business 2006 — 2006
Exchange Program, HBA2
Adan Hervas Adan Hervas's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sacyr June 2010 - June 2013
Sacyr May 2007 - May 2010
Sacyr April 2006 - April 2007
Skills
Leveraged Finance, Capital Markets, Corporate Finance, Debt & Equity Financing, Financial Modeling, Financial Analysis, Budgets, Strategic Planning, Construction, Team Management, Highways, Structured Finance, Team-oriented, Microsoft Office, Valuation, Forecasting, P&L Analysis
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Universidad de Granada 2000 — 2006
Bachelor of Civil Engineer
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sacyr June 2010 - June 2013
Sacyr May 2007 - May 2010
Sacyr April 2006 - April 2007
Skills
Leveraged Finance, Capital Markets, Corporate Finance, Debt & Equity Financing, Financial Modeling, Financial Analysis, Budgets, Strategic Planning, Construction, Team Management, Highways, Structured Finance, Team-oriented, Microsoft Office, Valuation, Forecasting, P&L Analysis
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Universidad de Granada 2000 — 2006
Bachelor of Civil Engineer
Eric Lu Eric Lu's Bank of America Merrill Lynch Experience June 2013 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Deloitte Consulting June 2009 - May 2011
Deloitte Consulting July 2007 - May 2009
Skills
Financial Modeling, Management Consulting, Valuation, Financial Analysis, Acquisition Integration, Business Strategy, Strategy, Corporate Finance, Corporate Development, Due Diligence, Data Analysis, Strategic Consulting, Private Equity, Banking, Investment Banking
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Investments, Financial Statement Analysis, Health Sector Management
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science, Biomedical Engineering
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Deloitte Consulting June 2009 - May 2011
Deloitte Consulting July 2007 - May 2009
Skills
Financial Modeling, Management Consulting, Valuation, Financial Analysis, Acquisition Integration, Business Strategy, Strategy, Corporate Finance, Corporate Development, Due Diligence, Data Analysis, Strategic Consulting, Private Equity, Banking, Investment Banking
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Investments, Financial Statement Analysis, Health Sector Management
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science, Biomedical Engineering
Henry Yan Henry Yan's Bank of America Merrill Lynch Experience 2010 - Present
Job AVP at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch 2010 - Present
CiRBA Inc. 2006 - 2010
Net Integration Technologies Inc. 2004 - 2006
TPE Inc. 2002 - 2004
BuzzCity Pte Ltd 2000 - 2002
Skills
Java, Linux, Perl, SQL, JavaScript, Web Services, Agile, XML, Software Engineering, Software Development, MySQL, SQL Server, C, J2EE, PHP, C#, HTML, Test Automation, Shell Scripting, JSP, Eclipse, Apache, AJAX, Programming, Web Applications, VBScript, OOP, Virtualization, Testing
Education
East China University of Science and Technology 1996 — 2000
B.Eng.
Bank of America Merrill Lynch 2010 - Present
CiRBA Inc. 2006 - 2010
Net Integration Technologies Inc. 2004 - 2006
TPE Inc. 2002 - 2004
BuzzCity Pte Ltd 2000 - 2002
Skills
Java, Linux, Perl, SQL, JavaScript, Web Services, Agile, XML, Software Engineering, Software Development, MySQL, SQL Server, C, J2EE, PHP, C#, HTML, Test Automation, Shell Scripting, JSP, Eclipse, Apache, AJAX, Programming, Web Applications, VBScript, OOP, Virtualization, Testing
Education
East China University of Science and Technology 1996 — 2000
B.Eng.
Meg Donnelly Meg Donnelly's Bank of America Merrill Lynch Experience June 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Bank of America June 2014 - June 2015
Bank of America June 2013 - August 2013
PNC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microstrategy, MicroStrategy Reporting, PowerPoint, Sales, Management, Editing, Leadership, Marketing, Access, Data Analysis, Risk Management, Social Media Marketing, Event Management, Finance, Financial Analysis
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch June 2015 - Present
Bank of America June 2014 - June 2015
Bank of America June 2013 - August 2013
PNC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microstrategy, MicroStrategy Reporting, PowerPoint, Sales, Management, Editing, Leadership, Marketing, Access, Data Analysis, Risk Management, Social Media Marketing, Event Management, Finance, Financial Analysis
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (BS), Finance
John McCready John McCready's Bank of America Merrill Lynch Experience 2003 - 2012
Job Oil and gas professional
Industry Oil & Energy
Experience
Samson Resources 2013 - March 2015
Bank of America Merrill Lynch 2003 - 2012
Lehman Brothers 2001 - 2002
Skills
Fixed Income, Investments, Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Series 7, Corporate Finance, Equities, Series 63, Oil & Gas Industry, Finance, Strategic Financial..., Due Diligence, Financial Planning, Financial Analysis, Private Equity, Mergers & Acquisitions
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor's degree, History / Economics
Samson Resources 2013 - March 2015
Bank of America Merrill Lynch 2003 - 2012
Lehman Brothers 2001 - 2002
Skills
Fixed Income, Investments, Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Series 7, Corporate Finance, Equities, Series 63, Oil & Gas Industry, Finance, Strategic Financial..., Due Diligence, Financial Planning, Financial Analysis, Private Equity, Mergers & Acquisitions
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor's degree, History / Economics
Russ Noftz Russ Noftz's Bank of America Merrill Lynch Experience April 1997 - February 2015
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 1997 - February 2015
Bank of America Merrill Lynch February 2003 - July 2010
Skills
Quality Center, Trading Systems, Risk Management, Business Analysis, SDLC, Agile Methodologies, Vendor Management, Software Project..., Quality Assurance, QTP, User Acceptance Testing, Test Planning, Management
Education
Northwestern University 2004 — 2015
Bachelor’s Degree, Computer Information Systems
Elgin Community College 1990 — 2000
Associate of Science (AS), Accounting
Bank of America Merrill Lynch April 1997 - February 2015
Bank of America Merrill Lynch February 2003 - July 2010
Skills
Quality Center, Trading Systems, Risk Management, Business Analysis, SDLC, Agile Methodologies, Vendor Management, Software Project..., Quality Assurance, QTP, User Acceptance Testing, Test Planning, Management
Education
Northwestern University 2004 — 2015
Bachelor’s Degree, Computer Information Systems
Elgin Community College 1990 — 2000
Associate of Science (AS), Accounting
David Matz David Matz's Bank of America Merrill Lynch Experience April 2013 - March 2015
Job Associate at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management March 2015 - Present
Bank of America Merrill Lynch April 2013 - March 2015
Bank of America Merrill Lynch August 2009 - April 2013
Merrill Lynch June 2008 - July 2009
Merrill Lynch June 2007 - August 2007
Skills
Strategic Financial...
Education
Elon University 2004 — 2008
B.S., Business Administration: Finance, Accounting
AQR Capital Management March 2015 - Present
Bank of America Merrill Lynch April 2013 - March 2015
Bank of America Merrill Lynch August 2009 - April 2013
Merrill Lynch June 2008 - July 2009
Merrill Lynch June 2007 - August 2007
Skills
Strategic Financial...
Education
Elon University 2004 — 2008
B.S., Business Administration: Finance, Accounting
Bhavesh Gondha's Bank of America Merrill Lynch Experience June 2014 - Present
Job Global Commercial Banking & Beverage Finance, Commercial Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America July 2008 - May 2014
Bank of America August 2005 - July 2008
Bank of America July 2004 - August 2004
Bank of America June 2004 - July 2004
Skills
Derivatives, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Analysis, Portfolio Management, Bloomberg, Trading, Leadership, Securities, Credit, Management, Strategy, Credit Risk, Credit Analysis, Credit Derivatives
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science, Business Administration
Bank of America Merrill Lynch June 2014 - Present
Bank of America July 2008 - May 2014
Bank of America August 2005 - July 2008
Bank of America July 2004 - August 2004
Bank of America June 2004 - July 2004
Skills
Derivatives, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Analysis, Portfolio Management, Bloomberg, Trading, Leadership, Securities, Credit, Management, Strategy, Credit Risk, Credit Analysis, Credit Derivatives
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science, Business Administration
Vaibhav Lohiya's Bank of America Merrill Lynch Experience July 2007 - June 2009
Job Investment Banking
Industry Investment Banking
Experience
Deutsche Bank June 2010 - Present
Deutsche Bank June 2009 - June 2010
Bank of America Merrill Lynch July 2007 - June 2009
Bank of America Merrill Lynch June 2006 - August 2006
Ernst & Young February 2004 - July 2005
KGK ENTERPRISES December 2002 - February 2004
CITIBANK N.A., July 2001 - October 2002
Kalani & Co. July 1999 - July 2001
Skills
Mergers, Credit, Due Diligence, Banking, Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Finance, Financial Analysis, Investments, Strategy, Corporate Finance
Education
Duke University - The Fuqua School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
University of Rajasthan 2001 — 2005
Master of Commerce
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountancy
Hansraj College, Delhi Universtiy 1998 — 2001
Bachelor of Commerce
Deutsche Bank June 2010 - Present
Deutsche Bank June 2009 - June 2010
Bank of America Merrill Lynch July 2007 - June 2009
Bank of America Merrill Lynch June 2006 - August 2006
Ernst & Young February 2004 - July 2005
KGK ENTERPRISES December 2002 - February 2004
CITIBANK N.A., July 2001 - October 2002
Kalani & Co. July 1999 - July 2001
Skills
Mergers, Credit, Due Diligence, Banking, Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Finance, Financial Analysis, Investments, Strategy, Corporate Finance
Education
Duke University - The Fuqua School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
University of Rajasthan 2001 — 2005
Master of Commerce
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountancy
Hansraj College, Delhi Universtiy 1998 — 2001
Bachelor of Commerce
Peter Barlow's Bank of America Merrill Lynch Experience 1996 - December 2010
Job Senior Vice President at Bank of America
Industry Capital Markets
Experience
Bank of America June 2011 - Present
Bank of America Merrill Lynch 1996 - December 2010
Bank of America February 2000 - January 2003
Bank of America March 1997 - January 2000
Bank of America July 1996 - March 1997
Glaxo October 1993 - July 1994
United States Department of the Treasury August 1990 - June 1993
Skills
Financial Modeling, Risk Management, Securities, Strategic Planning, Structured Finance, Strategy, Capital Markets, Mergers & Acquisitions, Financial Risk, Analysis, Equities, Finance, Investment Banking, Portfolio Management, Executive Management, Fixed Income, Investments, Financial Structuring, Private Equity, Hedge Funds, Alternative Investments, Corporate Finance, Valuation, Due Diligence, Funding, Structured Products, Asset Allocation, Asset Management, Derivatives
Education
Duke University - The Fuqua School of Business 1994 — 1996
Master, Business Administration
Trinity College-Hartford 1985 — 1989
BA, Political Science
St. George's School 1981 — 1985
Bank of America June 2011 - Present
Bank of America Merrill Lynch 1996 - December 2010
Bank of America February 2000 - January 2003
Bank of America March 1997 - January 2000
Bank of America July 1996 - March 1997
Glaxo October 1993 - July 1994
United States Department of the Treasury August 1990 - June 1993
Skills
Financial Modeling, Risk Management, Securities, Strategic Planning, Structured Finance, Strategy, Capital Markets, Mergers & Acquisitions, Financial Risk, Analysis, Equities, Finance, Investment Banking, Portfolio Management, Executive Management, Fixed Income, Investments, Financial Structuring, Private Equity, Hedge Funds, Alternative Investments, Corporate Finance, Valuation, Due Diligence, Funding, Structured Products, Asset Allocation, Asset Management, Derivatives
Education
Duke University - The Fuqua School of Business 1994 — 1996
Master, Business Administration
Trinity College-Hartford 1985 — 1989
BA, Political Science
St. George's School 1981 — 1985
Karim Bendouma's Bank of America Merrill Lynch Experience May 2015 - Present
Job
Industry Capital Markets
Experience
Bank of America Merrill Lynch May 2015 - Present
Deutsche Bank April 2008 - May 2015
Deutsche Bank June 2007 - August 2007
AXA GIE April 2006 - August 2006
Skills
Inflation, Inflation Swaps, Wine Tasting, Derivatives, French Cuisine, Swaps, Quantitative Finance, Options, Fixed Income, Interest Rate..., Structured Products, Equity Derivatives, Risk Management, Trading
Education
Stanford University 2006 — 2008
MSc
Ecole polytechnique 2003 — 2006
MSc
Bank of America Merrill Lynch May 2015 - Present
Deutsche Bank April 2008 - May 2015
Deutsche Bank June 2007 - August 2007
AXA GIE April 2006 - August 2006
Skills
Inflation, Inflation Swaps, Wine Tasting, Derivatives, French Cuisine, Swaps, Quantitative Finance, Options, Fixed Income, Interest Rate..., Structured Products, Equity Derivatives, Risk Management, Trading
Education
Stanford University 2006 — 2008
MSc
Ecole polytechnique 2003 — 2006
MSc
Bryan Pynchon's Bank of America Merrill Lynch Experience June 1995 - May 2010
Job Senior Vice President at Capital One
Industry Banking
Experience
Capital One May 2010 - Present
Bank of America Merrill Lynch June 1995 - May 2010
Skills
Commercial Lending, Middle Market, Small Business Lending, Commercial Banking, Credit, Cash Flow Lending
Education
Georgia State University 1992 — 1994
MBA
Emory University 1986 — 1990
Capital One May 2010 - Present
Bank of America Merrill Lynch June 1995 - May 2010
Skills
Commercial Lending, Middle Market, Small Business Lending, Commercial Banking, Credit, Cash Flow Lending
Education
Georgia State University 1992 — 1994
MBA
Emory University 1986 — 1990
Keith Maldin's Bank of America Merrill Lynch Experience September 2007 - December 2011
Job VP, Corporate Planning and Development at Sage Group North America
Industry Computer Software
Experience
Sage Group North America July 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Bank of America Merrill Lynch September 2007 - December 2011
ORIX Finance - Leveraged Finance January 2007 - August 2007
Prometheus Partners August 2003 - December 2006
Banc of America Securities July 2000 - June 2003
Skills
Private Equity, Valuation, Financial Modeling, LBO, Investment Banking, Due Diligence, Mergers & Acquisitions, Mergers, Capital Markets, Leveraged Finance, Corporate Finance, Hedge Funds, Capital Raising, M&A experience, Equities, Financial Structuring, Equity Research, Corporate Development, Strategic Planning, SaaS, Financial Analysis, Finance, Venture Capital
Education
Emory University 1995 — 1999
BBA, Finance
Sage Group North America July 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Bank of America Merrill Lynch September 2007 - December 2011
ORIX Finance - Leveraged Finance January 2007 - August 2007
Prometheus Partners August 2003 - December 2006
Banc of America Securities July 2000 - June 2003
Skills
Private Equity, Valuation, Financial Modeling, LBO, Investment Banking, Due Diligence, Mergers & Acquisitions, Mergers, Capital Markets, Leveraged Finance, Corporate Finance, Hedge Funds, Capital Raising, M&A experience, Equities, Financial Structuring, Equity Research, Corporate Development, Strategic Planning, SaaS, Financial Analysis, Finance, Venture Capital
Education
Emory University 1995 — 1999
BBA, Finance
Alex Kuvshinov's Bank of America Merrill Lynch Experience May 2007 - Present
Job '
Industry Banking
Experience
Bank of America Merrill Lynch May 2007 - Present
Skills
Financial Modeling, Investment Banking, Capital Markets
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Montclair State University 2001 — 2005
Bachelor's degree, Finance, General
Bank of America Merrill Lynch May 2007 - Present
Skills
Financial Modeling, Investment Banking, Capital Markets
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Montclair State University 2001 — 2005
Bachelor's degree, Finance, General
Janet Lindblad's Bank of America Merrill Lynch Experience January 2000 - Present
Job Executive Assistant at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch January 2000 - Present
Bank of America 2000 - Present
Accenture 1989 - 2000
Education
Eastern Illinois University 1970 — 1972
Elementary Education
Bank of America Merrill Lynch January 2000 - Present
Bank of America 2000 - Present
Accenture 1989 - 2000
Education
Eastern Illinois University 1970 — 1972
Elementary Education
Jon Kramer's Bank of America Merrill Lynch Experience 2013 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2013 - Present
BNP Paribas 2008 - 2013
Financial Security Assurance 2006 - 2008
Bear Stearns May 2005 - August 2005
Skills
Interest Rate..., Derivatives, Fixed Income, Sales, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Equities, Valuation, Alternative Investments, Corporate Finance, Financial Modeling
Education
Emory University - Goizueta Business School 2004 — 2006
BBA, Finance
Emory University 2002 — 2006
BBA
Bank of America Merrill Lynch 2013 - Present
BNP Paribas 2008 - 2013
Financial Security Assurance 2006 - 2008
Bear Stearns May 2005 - August 2005
Skills
Interest Rate..., Derivatives, Fixed Income, Sales, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Equities, Valuation, Alternative Investments, Corporate Finance, Financial Modeling
Education
Emory University - Goizueta Business School 2004 — 2006
BBA, Finance
Emory University 2002 — 2006
BBA
Magaly Pelayo's Bank of America Merrill Lynch Experience October 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
Corona Village Mexican Restaurant April 2006 - October 2012
Azteca Mexican Restaurant September 2004 - December 2005
Icicle Seafoods, Inc June 2004 - August 2004
Azteca Mexican Restaurant February 2001 - June 2004
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Budgets, Team Leadership, Social Media, Negotiation, Event Planning, Account Management, New Business Development, Time Management, Public Relations
Education
Whitworth University 2007 — 2009
Master of Business Administration in International Management (MBA-IM)
Eastern Washington University 2002 — 2007
BA, Business Administration Economics/Finance
Bank of America Merrill Lynch October 2012 - Present
Corona Village Mexican Restaurant April 2006 - October 2012
Azteca Mexican Restaurant September 2004 - December 2005
Icicle Seafoods, Inc June 2004 - August 2004
Azteca Mexican Restaurant February 2001 - June 2004
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Budgets, Team Leadership, Social Media, Negotiation, Event Planning, Account Management, New Business Development, Time Management, Public Relations
Education
Whitworth University 2007 — 2009
Master of Business Administration in International Management (MBA-IM)
Eastern Washington University 2002 — 2007
BA, Business Administration Economics/Finance
Meghan Postel's Bank of America Merrill Lynch Experience March 2014 - Present
Job Vice President, GCIB Campus Staffing Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Stifel Financial Corp. March 2012 - February 2014
Barclays Capital September 2010 - March 2012
Credit Suisse February 2006 - August 2010
Bear Stearns & Co, Inc. 2002 - 2006
Skills
Recruiting
Education
Duquesne University 1998 — 2002
BS, Finance and Investment Management
Bank of America Merrill Lynch March 2014 - Present
Stifel Financial Corp. March 2012 - February 2014
Barclays Capital September 2010 - March 2012
Credit Suisse February 2006 - August 2010
Bear Stearns & Co, Inc. 2002 - 2006
Skills
Recruiting
Education
Duquesne University 1998 — 2002
BS, Finance and Investment Management
Jake Byrne, CFA/MBA's Bank of America Merrill Lynch Experience October 2010 - Present
Job Vice President, Convertible Bonds Trader at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Eastern Illinois University 2008 - May 2009
Merrill Lynch June 2008 - August 2008
Nichols Financial Group May 2007 - September 2007
Skills
Equities, Derivatives, Investments, Valuation, Corporate Finance, Trading, Finance, Equity Derivatives, Financial Analysis, Microsoft Excel, Bloomberg, Accounting, Fixed Income, Equity Research, Securities, Business Analysis, Analysis, Bonds, Hedge Funds
Education
Eastern Illinois University 2004 — 2009
BS, MBA, Finance, Business Management, GPA: 3.93/4.0 Undergrad 4.0/4.0 MBA
Bank of America Merrill Lynch October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Eastern Illinois University 2008 - May 2009
Merrill Lynch June 2008 - August 2008
Nichols Financial Group May 2007 - September 2007
Skills
Equities, Derivatives, Investments, Valuation, Corporate Finance, Trading, Finance, Equity Derivatives, Financial Analysis, Microsoft Excel, Bloomberg, Accounting, Fixed Income, Equity Research, Securities, Business Analysis, Analysis, Bonds, Hedge Funds
Education
Eastern Illinois University 2004 — 2009
BS, MBA, Finance, Business Management, GPA: 3.93/4.0 Undergrad 4.0/4.0 MBA
William Wu's Bank of America Merrill Lynch Experience May 2012 - September 2014
Job Student at University of Virginia School of Law
Industry Banking
Experience
Bank of America Merrill Lynch May 2012 - September 2014
J.P. Morgan June 2008 - May 2012
J.P. Morgan January 2008 - July 2008
JPMorgan December 2006 - January 2008
Australian Wealth Management March 2006 - December 2006
New South Wales Government Australia April 2005 - March 2006
Austamory Accounting and Tax Firm (CPA) August 2003 - April 2005
Skills
Portfolio Management, Investments, Banking, Finance, Investment Banking, Cash Management, Capital Markets, Financial Analysis, Valuation, Project Management, CRM, Liquidity Management, Derivatives, Relationship Management, Treasury Management, Financial Markets, Clearing, Securities, FX Options, Commercial Banking, Investment Management, Alternative Investments, Private Equity, Asset Managment, Treasury, Corporate Actions, Bloomberg, Bonds, Wealth Management, Accounting, Investment Operation, Banknotes, Trade Finance, Foreign Exchange, Financial Regulation, Banking Relationships, Securities Regulation, Civil Procedure, Contract Law, International Banking..., Escrow, Mergers & Acquisitions, Legal Research, Strategic Negotiations, Contract Negotiation, Banking Law, Emerging Markets, Management, Corporate Finance, Legal Writing
Education
University of Virginia School of Law 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Virginia School of Law 2014 — 2015
Master’s Degree, Banking, Corporate, Finance, and Securities Law
University of Sydney 2003 — 2005
Master's degree, Accounting and Commercial Law
East China University of Political Science and Law 1998 — 2002
Bachelor's Degree, Criminal Justice/Police Science
Primary School
Secondary School
Bank of America Merrill Lynch Master Banker Academy 2014 — 2014
Banking, Corporate, Finance, and Securities Law
Bank of America Merrill Lynch May 2012 - September 2014
J.P. Morgan June 2008 - May 2012
J.P. Morgan January 2008 - July 2008
JPMorgan December 2006 - January 2008
Australian Wealth Management March 2006 - December 2006
New South Wales Government Australia April 2005 - March 2006
Austamory Accounting and Tax Firm (CPA) August 2003 - April 2005
Skills
Portfolio Management, Investments, Banking, Finance, Investment Banking, Cash Management, Capital Markets, Financial Analysis, Valuation, Project Management, CRM, Liquidity Management, Derivatives, Relationship Management, Treasury Management, Financial Markets, Clearing, Securities, FX Options, Commercial Banking, Investment Management, Alternative Investments, Private Equity, Asset Managment, Treasury, Corporate Actions, Bloomberg, Bonds, Wealth Management, Accounting, Investment Operation, Banknotes, Trade Finance, Foreign Exchange, Financial Regulation, Banking Relationships, Securities Regulation, Civil Procedure, Contract Law, International Banking..., Escrow, Mergers & Acquisitions, Legal Research, Strategic Negotiations, Contract Negotiation, Banking Law, Emerging Markets, Management, Corporate Finance, Legal Writing
Education
University of Virginia School of Law 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Virginia School of Law 2014 — 2015
Master’s Degree, Banking, Corporate, Finance, and Securities Law
University of Sydney 2003 — 2005
Master's degree, Accounting and Commercial Law
East China University of Political Science and Law 1998 — 2002
Bachelor's Degree, Criminal Justice/Police Science
Primary School
Secondary School
Bank of America Merrill Lynch Master Banker Academy 2014 — 2014
Banking, Corporate, Finance, and Securities Law
William Hackett's Bank of America Merrill Lynch Experience 2014 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bank of America Merrill Lynch 2009 - 2012
Merrill Lynch 1997 - 2008
Smith Barney 1992 - 1995
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Fairfield University 1987 — 1991
B.S., Marketing
Chaminade High School 1983 — 1987
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bank of America Merrill Lynch 2009 - 2012
Merrill Lynch 1997 - 2008
Smith Barney 1992 - 1995
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Fairfield University 1987 — 1991
B.S., Marketing
Chaminade High School 1983 — 1987
Jeremy Korzen's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Duke University - The Fuqua School of Business July 2014 - Present
Morrissey Goodale LLC November 2012 - July 2014
Kratos Management LLC November 2012 - July 2014
CH2M HILL January 2011 - October 2012
CH2M HILL March 2009 - January 2011
CH2M HILL October 2007 - March 2009
CH2M HILL January 2007 - October 2007
Q Advisors August 2006 - January 2007
Skills
Due Diligence, Forecasting, Valuation, Financial Modeling, Investment Banking, Corporate Development, Project Finance, Business Valuation, DCF, Equities, Finance, Budgets, Equity Research, Equity Valuation, Divestitures, Emerging Markets, Cash Flow Forecasting, Benchmarking, Capital IQ, Acquisition Integration, Corporate Finance, Valuation Modeling, Financial Analysis, Cross-border M&A, Cross-border..., Excel models, Mergers & Acquisitions, Strategy, Investments, Business Planning, Financial Structuring, Consulting, Energy, Business Strategy, Competitive Analysis, Cash Flow, Entrepreneurship, Bloomberg Terminal
Education
Duke University - The Fuqua School of Business 2014 — 2016
Masters in Business Administration
University of Denver 2002 — 2006
Bachelor of Science, Business Administration; Finance
Bank of America Merrill Lynch June 2015 - Present
Duke University - The Fuqua School of Business July 2014 - Present
Morrissey Goodale LLC November 2012 - July 2014
Kratos Management LLC November 2012 - July 2014
CH2M HILL January 2011 - October 2012
CH2M HILL March 2009 - January 2011
CH2M HILL October 2007 - March 2009
CH2M HILL January 2007 - October 2007
Q Advisors August 2006 - January 2007
Skills
Due Diligence, Forecasting, Valuation, Financial Modeling, Investment Banking, Corporate Development, Project Finance, Business Valuation, DCF, Equities, Finance, Budgets, Equity Research, Equity Valuation, Divestitures, Emerging Markets, Cash Flow Forecasting, Benchmarking, Capital IQ, Acquisition Integration, Corporate Finance, Valuation Modeling, Financial Analysis, Cross-border M&A, Cross-border..., Excel models, Mergers & Acquisitions, Strategy, Investments, Business Planning, Financial Structuring, Consulting, Energy, Business Strategy, Competitive Analysis, Cash Flow, Entrepreneurship, Bloomberg Terminal
Education
Duke University - The Fuqua School of Business 2014 — 2016
Masters in Business Administration
University of Denver 2002 — 2006
Bachelor of Science, Business Administration; Finance
Amy Eisenhardt Haas's Bank of America Merrill Lynch Experience August 2005 - September 2012
Job Internal Services & Subpoena Manager
Industry Legal Services
Experience
Comerica Bank December 2013 - Present
Merrill Lynch September 2012 - December 2013
Bank of America Merrill Lynch August 2005 - September 2012
Rubin & Debski, P.A. May 2003 - August 2005
Skills
Litigation, Financial Services, Litigation Support, Securities, FINRA, Civil Litigation, Due Diligence, Risk Management, Series 7, FinCEN 314(a), Unclaimed Property /..., Legal Research, Estate Planning, AML
Education
University of Michigan Law School 1998 — 2001
JD
Eastern Michigan University 1996 — 1998
BS, paralegal
Comerica Bank December 2013 - Present
Merrill Lynch September 2012 - December 2013
Bank of America Merrill Lynch August 2005 - September 2012
Rubin & Debski, P.A. May 2003 - August 2005
Skills
Litigation, Financial Services, Litigation Support, Securities, FINRA, Civil Litigation, Due Diligence, Risk Management, Series 7, FinCEN 314(a), Unclaimed Property /..., Legal Research, Estate Planning, AML
Education
University of Michigan Law School 1998 — 2001
JD
Eastern Michigan University 1996 — 1998
BS, paralegal
Ken Burton's Bank of America Merrill Lynch Experience September 2010 - Present
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2010 - Present
Bank of America October 2006 - September 2010
Bank of America August 2001 - October 2006
Bank of America July 1998 - August 2001
General Electric January 1992 - July 1996
Skills
Treasury Management, Underwriting, Strategy, Portfolio Management, Credit, Financial Analysis, Banking, Business Strategy, Leadership, Risk Management, Acquisition Integration, Investments, Budget, Mergers, Sales, Budgets, Management, Finance, Analysis, Equities, Strategic Planning, Change Management, Team Leadership, Process Improvement, Forecasting, Mergers & Acquisitions, Corporate Finance, Structured Finance, Vendor Management, Commercial Lending, Auditing, Capital Markets, Relationship Management, Financial Risk, Financial Services, Financial Modeling, Commercial Banking, Business Development, Credit Analysis, Loans, Business Analysis
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, General Management/Finance
North Carolina Agricultural and Technical State University 1988 — 1991
BS, Economics
Morehouse College
Bank of America Merrill Lynch September 2010 - Present
Bank of America October 2006 - September 2010
Bank of America August 2001 - October 2006
Bank of America July 1998 - August 2001
General Electric January 1992 - July 1996
Skills
Treasury Management, Underwriting, Strategy, Portfolio Management, Credit, Financial Analysis, Banking, Business Strategy, Leadership, Risk Management, Acquisition Integration, Investments, Budget, Mergers, Sales, Budgets, Management, Finance, Analysis, Equities, Strategic Planning, Change Management, Team Leadership, Process Improvement, Forecasting, Mergers & Acquisitions, Corporate Finance, Structured Finance, Vendor Management, Commercial Lending, Auditing, Capital Markets, Relationship Management, Financial Risk, Financial Services, Financial Modeling, Commercial Banking, Business Development, Credit Analysis, Loans, Business Analysis
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, General Management/Finance
North Carolina Agricultural and Technical State University 1988 — 1991
BS, Economics
Morehouse College
Adam Bilali's Bank of America Merrill Lynch Experience June 2007 - July 2011
Job Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch June 2007 - July 2011
RBC Capital Markets June 2006 - September 2006
Education
Georgia Institute of Technology 2006 — 2009
M.S., Quantitative and Computational Finance
Emory University 2003 — 2006
B.A., Economics, Applied Mathematics
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch June 2007 - July 2011
RBC Capital Markets June 2006 - September 2006
Education
Georgia Institute of Technology 2006 — 2009
M.S., Quantitative and Computational Finance
Emory University 2003 — 2006
B.A., Economics, Applied Mathematics
Matthew Tevnan's Bank of America Merrill Lynch Experience December 2014 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2004 - December 2013
Bank of America Merrill Lynch 1998 - 2004
Bank of America January 1993 - 1998
Merrill Lynch Trust Company 1989 - 1992
Skills
SDLC, Business Analysis, Vendor Management, PMO, IT Strategy, Risk Management, Project Portfolio..., Enterprise Architecture, Financial Services, Software Project..., Business Process, Governance, Business Intelligence, Business Requirements, Requirements Gathering
Education
Chubb Institute of Technology 1990 — 1992
Mainframe Technologies, Cobol, DB2, CICS, JCL, VSAM
Duquesne University 1982 — 1986
BS, Marketing
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2004 - December 2013
Bank of America Merrill Lynch 1998 - 2004
Bank of America January 1993 - 1998
Merrill Lynch Trust Company 1989 - 1992
Skills
SDLC, Business Analysis, Vendor Management, PMO, IT Strategy, Risk Management, Project Portfolio..., Enterprise Architecture, Financial Services, Software Project..., Business Process, Governance, Business Intelligence, Business Requirements, Requirements Gathering
Education
Chubb Institute of Technology 1990 — 1992
Mainframe Technologies, Cobol, DB2, CICS, JCL, VSAM
Duquesne University 1982 — 1986
BS, Marketing
William Spencer Denham's Bank of America Merrill Lynch Experience October 2014 - Present
Job AVP Global Commodities at Bank of America
Industry Higher Education
Experience
Bank of America Merrill Lynch October 2014 - Present
JP Morgan January 2011 - Present
GlobalData October 2010 - January 2011
SAC Capital June 2009 - August 2009
SAC Capital May 2008 - August 2008
UBS January 2008 - April 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration Concentration Finance
Bank of America Merrill Lynch October 2014 - Present
JP Morgan January 2011 - Present
GlobalData October 2010 - January 2011
SAC Capital June 2009 - August 2009
SAC Capital May 2008 - August 2008
UBS January 2008 - April 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration Concentration Finance
Marc Gutwein's Bank of America Merrill Lynch Experience March 2010 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
TD Securities May 2009 - February 2010
Merrill Lynch November 2004 - March 2009
NYSE 2004 - 2004
Chicago Board Options Exchange 2001 - 2004
Zacks Investment Research 1999 - 2001
Financial Industry Regulatory Authority (FINRA) 1998 - 1999
Nuveen Investments 1996 - 1998
Skills
Series 56, Series 63, Series 7, Compliance, Options, Equities
Education
Eastern Illinois University 1993 — 1996
Bachelor of Science in Business, Finance
Bank of America Merrill Lynch March 2010 - Present
TD Securities May 2009 - February 2010
Merrill Lynch November 2004 - March 2009
NYSE 2004 - 2004
Chicago Board Options Exchange 2001 - 2004
Zacks Investment Research 1999 - 2001
Financial Industry Regulatory Authority (FINRA) 1998 - 1999
Nuveen Investments 1996 - 1998
Skills
Series 56, Series 63, Series 7, Compliance, Options, Equities
Education
Eastern Illinois University 1993 — 1996
Bachelor of Science in Business, Finance
Jeanine Qasim (Butzek)'s Bank of America Merrill Lynch Experience May 2013 - September 2014
Job Capital Markets Operations Risk and Control Manager at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
Bank of America 2012 - 2013
Bank of America 2009 - 2012
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Strategy, Risk Management, Business Strategy, Securities, Strategic Planning, Management, Banking
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, International Business
University at Buffalo 1996 — 2000
Bachelor's degree, Finance, General
Wells Fargo September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
Bank of America 2012 - 2013
Bank of America 2009 - 2012
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Strategy, Risk Management, Business Strategy, Securities, Strategic Planning, Management, Banking
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, International Business
University at Buffalo 1996 — 2000
Bachelor's degree, Finance, General
Alice Kennon's Bank of America Merrill Lynch Experience July 2014 - Present
Job Business Consulting and Prime Brokerage Sales at Bank of America Merrill Lynch West Coast
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America July 2011 - Present
Merrill Lynch July 2009 - Present
Merrill Lynch June 2008 - July 2009
Skills
Fund Of Funds, Capital Raising, Hedge Funds, Institutional..., Investments, Equities, Alternative Investments, Derivatives
Education
University of Durham
Economics, 2:1 ECONOMICS BA HONS
Bank of America Merrill Lynch July 2014 - Present
Bank of America July 2011 - Present
Merrill Lynch July 2009 - Present
Merrill Lynch June 2008 - July 2009
Skills
Fund Of Funds, Capital Raising, Hedge Funds, Institutional..., Investments, Equities, Alternative Investments, Derivatives
Education
University of Durham
Economics, 2:1 ECONOMICS BA HONS
Soline Miniere's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Advisor, Strategic Projects at the IRC
Industry Management Consulting
Experience
International Rescue Committee July 2015 - Present
Harvard Business School & Harvard Kennedy School of Government August 2012 - June 2015
Bank of America Merrill Lynch June 2014 - August 2014
Office of the president of Botswana June 2013 - September 2013
The Boston Consulting Group October 2010 - August 2012
EDF February 2010 - June 2010
Centre de Sciences Humaines April 2009 - September 2009
Westinghouse Electric Company July 2008 - September 2008
Skills
Stratégie, Partenariat public-privé, Développement..., Sciences économiques, Modélisation financière, Recherche, Politique publique, Analyse de données, Analyse des politiques
Education
Harvard Business School 2012 — 2015
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2012 — 2015
Master of Public Administration and International Development, Economics and public policy
Université Panthéon Sorbonne (Paris I) 2009 — 2010
Master 2, Economie, économétrie, statistiques et politiques publiques
Ecole polytechnique 2006 — 2009
Master 2, Économétrie - Economie - Statistique
Lycée Louis Le Grand 2003 — 2006
Physique Chimie
International Rescue Committee July 2015 - Present
Harvard Business School & Harvard Kennedy School of Government August 2012 - June 2015
Bank of America Merrill Lynch June 2014 - August 2014
Office of the president of Botswana June 2013 - September 2013
The Boston Consulting Group October 2010 - August 2012
EDF February 2010 - June 2010
Centre de Sciences Humaines April 2009 - September 2009
Westinghouse Electric Company July 2008 - September 2008
Skills
Stratégie, Partenariat public-privé, Développement..., Sciences économiques, Modélisation financière, Recherche, Politique publique, Analyse de données, Analyse des politiques
Education
Harvard Business School 2012 — 2015
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2012 — 2015
Master of Public Administration and International Development, Economics and public policy
Université Panthéon Sorbonne (Paris I) 2009 — 2010
Master 2, Economie, économétrie, statistiques et politiques publiques
Ecole polytechnique 2006 — 2009
Master 2, Économétrie - Economie - Statistique
Lycée Louis Le Grand 2003 — 2006
Physique Chimie
Adrian Neves, CRPC's Bank of America Merrill Lynch Experience July 2015 - Present
Job Municipal Markets Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch July 2015 - Present
Merrill Edge May 2011 - July 2015
Merrill Lynch May 2008 - April 2011
Reuven Enterprises December 2007 - April 2008
Skills
Enterprise Content..., Client Aquisition, Strategic Financial..., Asset Allocation, Maintaining Strong..., Investor Relations, Finance, Financial Services, Hedge Funds, Investments, Portfolio Management, Wealth Management, CRM, Uniform Combined State..., Trading, Series 7, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Investor Relations
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Finance
Bank of America Merrill Lynch July 2015 - Present
Merrill Edge May 2011 - July 2015
Merrill Lynch May 2008 - April 2011
Reuven Enterprises December 2007 - April 2008
Skills
Enterprise Content..., Client Aquisition, Strategic Financial..., Asset Allocation, Maintaining Strong..., Investor Relations, Finance, Financial Services, Hedge Funds, Investments, Portfolio Management, Wealth Management, CRM, Uniform Combined State..., Trading, Series 7, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Investor Relations
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Finance
Camille Fabre's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA candidate at the Wharton school, class of 2016
Industry Research
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Vook January 2015 - April 2015
DreamIt Ventures August 2014 - November 2014
J.P. Morgan April 2012 - July 2014
J.P. Morgan April 2008 - April 2012
Inabata & Co.,Ltd. July 2005 - December 2005
Skills
Nouveaux médias, Marketing digital, New Business Development, Conseil auprès de..., Lean Startup, Trading, Derivatives, Emerging Markets, Swaps, Debt & Equity Financing, Financial Structuring, Graduate Recruitment, Recruitment Training, International..., Édition
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Marketing and Entrepreneurship
Ecole de Management de Lyon 2004 — 2008
2008, Management - Finance
University of Warwick - Warwick Business School 2007 — 2007
Exchange program
Lycee Stanislas 2002 — 2004
Classe preparatoires HEC
Bank of America Merrill Lynch June 2015 - August 2015
Vook January 2015 - April 2015
DreamIt Ventures August 2014 - November 2014
J.P. Morgan April 2012 - July 2014
J.P. Morgan April 2008 - April 2012
Inabata & Co.,Ltd. July 2005 - December 2005
Skills
Nouveaux médias, Marketing digital, New Business Development, Conseil auprès de..., Lean Startup, Trading, Derivatives, Emerging Markets, Swaps, Debt & Equity Financing, Financial Structuring, Graduate Recruitment, Recruitment Training, International..., Édition
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Marketing and Entrepreneurship
Ecole de Management de Lyon 2004 — 2008
2008, Management - Finance
University of Warwick - Warwick Business School 2007 — 2007
Exchange program
Lycee Stanislas 2002 — 2004
Classe preparatoires HEC
Camille Stokes, MBA's Bank of America Merrill Lynch Experience September 2014 - April 2015
Job Manager, Content Marketing at CGS (Computer Generated Solutions)
Industry Marketing and Advertising
Experience
CGS (Computer Generated Solutions) April 2015 - Present
Bank of America Merrill Lynch September 2014 - April 2015
CIGNA Healthcare June 2012 - March 2014
TEFCU June 2010 - November 2010
Skills
Event Planning, Social Media, Facebook, Marketing, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, Leadership, Social Media Marketing, Microsoft Word, Fundraising, Marketing Communications, Nonprofits
Education
University of Baltimore 2011 — 2014
Master's degree, Business, Management, Marketing, and Related Support Services
Elon University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
CGS (Computer Generated Solutions) April 2015 - Present
Bank of America Merrill Lynch September 2014 - April 2015
CIGNA Healthcare June 2012 - March 2014
TEFCU June 2010 - November 2010
Skills
Event Planning, Social Media, Facebook, Marketing, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, Leadership, Social Media Marketing, Microsoft Word, Fundraising, Marketing Communications, Nonprofits
Education
University of Baltimore 2011 — 2014
Master's degree, Business, Management, Marketing, and Related Support Services
Elon University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Juan Arciniegas's Bank of America Merrill Lynch Experience June 2012 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Credit Suisse October 2009 - May 2010
Bank of America July 2007 - October 2009
DataiFX January 2006 - July 2006
Skills
Investment Banking, Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Financial Analysis, Emerging Markets, Business Strategy, Bloomberg, Trading, Equities, Interest Rate..., Due Diligence, Fixed Income, Marketing Strategy, Investor Relations, Business Analysis, Risk Management, Financial Services, Derivatives, Mergers, Leveraged Finance, Colombia, Finance, Analysis, Strategy, Venture Capital, Project Management, Hedge Funds
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Corporate Finance and Investments
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor in Science, Industrial & Management Engineering, Economics
Universidad de Los Andes 2006 — 2006
Industrial Engineering
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Credit Suisse October 2009 - May 2010
Bank of America July 2007 - October 2009
DataiFX January 2006 - July 2006
Skills
Investment Banking, Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Financial Analysis, Emerging Markets, Business Strategy, Bloomberg, Trading, Equities, Interest Rate..., Due Diligence, Fixed Income, Marketing Strategy, Investor Relations, Business Analysis, Risk Management, Financial Services, Derivatives, Mergers, Leveraged Finance, Colombia, Finance, Analysis, Strategy, Venture Capital, Project Management, Hedge Funds
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Corporate Finance and Investments
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor in Science, Industrial & Management Engineering, Economics
Universidad de Los Andes 2006 — 2006
Industrial Engineering
Jacob Horne, CTP's Bank of America Merrill Lynch Experience June 2013 - Present
Job Treasury Services Manager I at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2011 - June 2013
Bank of America Merrill Lynch December 2008 - March 2011
Bank of America July 2006 - December 2008
Skills
Banking, Loans, Credit, Customer Service, Team Building, Relationship Management, PowerPoint, Sales, Microsoft Office, Microsoft Excel, Commercial Banking, Coaching, Treasury Management, Cash Management, Business Strategy
Education
East Carolina University
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2011 - June 2013
Bank of America Merrill Lynch December 2008 - March 2011
Bank of America July 2006 - December 2008
Skills
Banking, Loans, Credit, Customer Service, Team Building, Relationship Management, PowerPoint, Sales, Microsoft Office, Microsoft Excel, Commercial Banking, Coaching, Treasury Management, Cash Management, Business Strategy
Education
East Carolina University
Clifton Wingfield Jr's Bank of America Merrill Lynch Experience February 2011 - December 2012
Job Portfolio Management at Pacific Western Bank
Industry Financial Services
Experience
Pacific Western Bank August 2014 - Present
Bank of America December 2012 - Present
Bank of America Merrill Lynch February 2011 - December 2012
Bank of America January 2009 - January 2011
LaSalle Bank September 2006 - December 2008
Skills
Credit, Loans, Financial Analysis, Banking, Cash Management, Financial Modeling, Accounting, Finance, Credit Analysis, Underwriting, Risk Management, Strategic Financial..., Portfolio Management, Financial Risk, Analysis, Account Reconciliation, Auditing
Education
Keller Graduate School of Management 2010 — 2013
Master's degree, Accounting & Financial Management, 3.4
Eastern Illinois University 2002 — 2006
B.S., Finance
.
SIUE
Pacific Western Bank August 2014 - Present
Bank of America December 2012 - Present
Bank of America Merrill Lynch February 2011 - December 2012
Bank of America January 2009 - January 2011
LaSalle Bank September 2006 - December 2008
Skills
Credit, Loans, Financial Analysis, Banking, Cash Management, Financial Modeling, Accounting, Finance, Credit Analysis, Underwriting, Risk Management, Strategic Financial..., Portfolio Management, Financial Risk, Analysis, Account Reconciliation, Auditing
Education
Keller Graduate School of Management 2010 — 2013
Master's degree, Accounting & Financial Management, 3.4
Eastern Illinois University 2002 — 2006
B.S., Finance
.
SIUE
Joshua Deal's Bank of America Merrill Lynch Experience November 2013 - Present
Job Experienced Top Performer
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch January 2010 - October 2013
Colonial Life and Accident Insurance Company February 2008 - March 2010
Aflac January 2007 - February 2008
Great Buys Network 2003 - 2004
Skills
Public Speaking, Account Management, Community Relations, Venture Philanthropy, Project Portfolio..., Six Sigma, MBA, Change Management, Leadership Development, Process Improvement, Leadership, Team Building, Risk Management, Insurance, Financial Services, Team Leadership, Customer Experience, Strategy, Series 7, Project Management, Management, Customer Service, Coaching, Marketing, Finance, Sales, Strategic Planning, Analysis, Banking, Operations Management, Sales Management, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Weekend Executive MBA Program
Johnson & Wales University-College of Business
Bachelor of Science (B.S.), Business/ Marketing
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch January 2010 - October 2013
Colonial Life and Accident Insurance Company February 2008 - March 2010
Aflac January 2007 - February 2008
Great Buys Network 2003 - 2004
Skills
Public Speaking, Account Management, Community Relations, Venture Philanthropy, Project Portfolio..., Six Sigma, MBA, Change Management, Leadership Development, Process Improvement, Leadership, Team Building, Risk Management, Insurance, Financial Services, Team Leadership, Customer Experience, Strategy, Series 7, Project Management, Management, Customer Service, Coaching, Marketing, Finance, Sales, Strategic Planning, Analysis, Banking, Operations Management, Sales Management, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Weekend Executive MBA Program
Johnson & Wales University-College of Business
Bachelor of Science (B.S.), Business/ Marketing
Paula Reid's Bank of America Merrill Lynch Experience August 1984 - Present
Job SVP Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 1984 - Present
Bank of America November 2001 - November 2004
Bank of America August 1984 - October 2001
Skills
Treasury Management, Banking, Credit Analysis, Credit, Commercial Banking, Cash Management, ACH, Loans, Financial Analysis, Portfolio Management, Small Business Lending, Financial Services, Credit Risk, Financial Risk, Relationship Management, Fixed Income, Consumer Lending, Leadership, Wealth Management, Middle Market, Credit Cards, Asset Based Lending, Treasury Services, Capital Markets, Commercial Lending
Education
East Carolina University - College of Business 1981 — 1984
Finance, Finance
Bank of America Merrill Lynch August 1984 - Present
Bank of America November 2001 - November 2004
Bank of America August 1984 - October 2001
Skills
Treasury Management, Banking, Credit Analysis, Credit, Commercial Banking, Cash Management, ACH, Loans, Financial Analysis, Portfolio Management, Small Business Lending, Financial Services, Credit Risk, Financial Risk, Relationship Management, Fixed Income, Consumer Lending, Leadership, Wealth Management, Middle Market, Credit Cards, Asset Based Lending, Treasury Services, Capital Markets, Commercial Lending
Education
East Carolina University - College of Business 1981 — 1984
Finance, Finance
Gregory Hawgood's Bank of America Merrill Lynch Experience 1998 - Present
Job Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 1998 - Present
TROY Group, Inc. 1990 - 1994
Skills
Strategic Planning, Portfolio Management, Mergers, Risk Management, IT Strategy, Project Portfolio..., Change Management, Six Sigma, Business Strategy, Strategy Development, Business Alignment, PMP, Global Delivery, Business Transformation, Mergers & Acquisitions, Vendor Management, Banking, Strategy, Team Leadership, Financial Services, Management, PMO, Business Analysis, SDLC, Governance, Outsourcing, Relationship Management, Program Management, Business Process..., Investment Banking, Process Improvement, IT Management, Executive Management, Project Delivery, Trading Systems, Financial Risk, Capital Markets, Market Data
Education
East Carolina University 1985 — 1990
BS, Urban and Regional Planning
Wharton Business School -CPD
Bank of America Merrill Lynch 1998 - Present
TROY Group, Inc. 1990 - 1994
Skills
Strategic Planning, Portfolio Management, Mergers, Risk Management, IT Strategy, Project Portfolio..., Change Management, Six Sigma, Business Strategy, Strategy Development, Business Alignment, PMP, Global Delivery, Business Transformation, Mergers & Acquisitions, Vendor Management, Banking, Strategy, Team Leadership, Financial Services, Management, PMO, Business Analysis, SDLC, Governance, Outsourcing, Relationship Management, Program Management, Business Process..., Investment Banking, Process Improvement, IT Management, Executive Management, Project Delivery, Trading Systems, Financial Risk, Capital Markets, Market Data
Education
East Carolina University 1985 — 1990
BS, Urban and Regional Planning
Wharton Business School -CPD
Nicolas Laczny, CFA's Bank of America Merrill Lynch Experience August 2005 - April 2011
Job Equity Derivatives Trading
Industry Banking
Experience
UBS Investment Bank September 2013 - June 2015
UBS Investment Bank April 2011 - September 2013
Bank of America Merrill Lynch August 2005 - April 2011
Orange April 2005 - August 2005
Skills
Equity Derivatives, Structured Products, Equities, Derivatives, Market Risk, Bloomberg, Financial Structuring, Structured Finance, Fixed Income, Investment Banking, Emerging Markets, Hedging, Options, Financial Markets, Electronic Trading, Volatility, Capital Markets, Interest Rate..., Trading Systems, Hedge Funds, Swaps, Quantitative Finance
Education
University Paris I 2011 — 2014
French Law
University Paris VI 2004 — 2005
Mathematics
Ecole Supérieure d'Electricité 2002 — 2005
Supélec, Engineering
University Paris XI 2002 — 2005
Economics
Lycée Henri IV (Paris) 2000 — 2002
Preparatory Classes Mathematics & Physics
UBS Investment Bank September 2013 - June 2015
UBS Investment Bank April 2011 - September 2013
Bank of America Merrill Lynch August 2005 - April 2011
Orange April 2005 - August 2005
Skills
Equity Derivatives, Structured Products, Equities, Derivatives, Market Risk, Bloomberg, Financial Structuring, Structured Finance, Fixed Income, Investment Banking, Emerging Markets, Hedging, Options, Financial Markets, Electronic Trading, Volatility, Capital Markets, Interest Rate..., Trading Systems, Hedge Funds, Swaps, Quantitative Finance
Education
University Paris I 2011 — 2014
French Law
University Paris VI 2004 — 2005
Mathematics
Ecole Supérieure d'Electricité 2002 — 2005
Supélec, Engineering
University Paris XI 2002 — 2005
Economics
Lycée Henri IV (Paris) 2000 — 2002
Preparatory Classes Mathematics & Physics
Kalyan Alugubelly's Bank of America Merrill Lynch Experience July 2015 - Present
Job System Engineer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Fujitsu -BCBSNC October 2012 - Present
UnitedHealth Group January 2011 - September 2012
Arete systems July 2010 - December 2010
Embry-Riddle Aeronautical University August 2008 - January 2009
Skills
Websphere, WebSphere Application..., SOA, Weblogic, AIX, WebSphere MQ, WebSphere Message Broker, WebSphere ESB, Tivoli Access Manager, Integration, SDLC, Middleware, Oracle, SQL, Requirements Analysis, Unix
Education
Embry-Riddle Aeronautical University
Master's degree, Computer Software Engineering
Silicon Valley University
Master's degree, Computer Science and Engineering
Bank of America Merrill Lynch July 2015 - Present
Fujitsu -BCBSNC October 2012 - Present
UnitedHealth Group January 2011 - September 2012
Arete systems July 2010 - December 2010
Embry-Riddle Aeronautical University August 2008 - January 2009
Skills
Websphere, WebSphere Application..., SOA, Weblogic, AIX, WebSphere MQ, WebSphere Message Broker, WebSphere ESB, Tivoli Access Manager, Integration, SDLC, Middleware, Oracle, SQL, Requirements Analysis, Unix
Education
Embry-Riddle Aeronautical University
Master's degree, Computer Software Engineering
Silicon Valley University
Master's degree, Computer Science and Engineering
Catalina Barrera's Bank of America Merrill Lynch Experience October 2008 - May 2014
Job Commercial Real Estate Construction Loan Analyst
Industry Banking
Experience
BMO Harris Bank April 2015 - Present
Associated Bank May 2014 - April 2015
Bank of America Merrill Lynch October 2008 - May 2014
LaSalle Bank June 2006 - October 2008
Archer Bank 2004 - 2006
Skills
Construction Loans, Commercial Mortgages, Loan Servicing, Commercial Real Estate, Loan Documentation, Portfolio Management, Credit Risk, Multi-currency, Commercial Banking, Commercial Lending, Commercial Closings, Tenant Improvement...
Education
Elmhurst College
Bachelor of Science (B.S.), Finance, General
BMO Harris Bank April 2015 - Present
Associated Bank May 2014 - April 2015
Bank of America Merrill Lynch October 2008 - May 2014
LaSalle Bank June 2006 - October 2008
Archer Bank 2004 - 2006
Skills
Construction Loans, Commercial Mortgages, Loan Servicing, Commercial Real Estate, Loan Documentation, Portfolio Management, Credit Risk, Multi-currency, Commercial Banking, Commercial Lending, Commercial Closings, Tenant Improvement...
Education
Elmhurst College
Bachelor of Science (B.S.), Finance, General
andrew reddish's Bank of America Merrill Lynch Experience August 2010 - Present
Job Client Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch August 2010 - Present
Bank of America April 1997 - August 2010
Skills
Banking
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Eastern Illinois University 1988 — 1992
B.A., Economics
Bank of America Merrill Lynch August 2010 - Present
Bank of America April 1997 - August 2010
Skills
Banking
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Eastern Illinois University 1988 — 1992
B.A., Economics
Thomas Marrah's Bank of America Merrill Lynch Experience August 2010 - May 2012
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Penn State University
Bachelor of Science (BS), Finance
Houlihan Lokey June 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Penn State University
Bachelor of Science (BS), Finance
Andrew Wynd's Bank of America Merrill Lynch Experience 2012 - September 2014
Job Analyst at MSK Capital Partners LLP
Industry Financial Services
Experience
MSK Capital Partners LLP September 2014 - Present
Bank of America Merrill Lynch 2012 - September 2014
Bank of America Merrill Lynch June 2011 - September 2011
HSBC July 2010 - August 2010
Skills
Bloomberg, Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Equity Research, Corporate Finance, Derivatives, Financial Analysis, Investments, Equity Valuation, Alternative Investments, Financial Markets
Education
Durham University 2009 — 2012
Bachelor of Arts (B.A.), Economics, First Class Honours
MSK Capital Partners LLP September 2014 - Present
Bank of America Merrill Lynch 2012 - September 2014
Bank of America Merrill Lynch June 2011 - September 2011
HSBC July 2010 - August 2010
Skills
Bloomberg, Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Equity Research, Corporate Finance, Derivatives, Financial Analysis, Investments, Equity Valuation, Alternative Investments, Financial Markets
Education
Durham University 2009 — 2012
Bachelor of Arts (B.A.), Economics, First Class Honours
Fred J Bernabe's Bank of America Merrill Lynch Experience June 2007 - Present
Job Technical Analyst at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2007 - Present
Education
Eastern Illinois University
Bachelor of Arts (BA), History
Bank of America Merrill Lynch June 2007 - Present
Education
Eastern Illinois University
Bachelor of Arts (BA), History
David Fallick's Bank of America Merrill Lynch Experience April 2002 - March 2014
Job Managing Director at NorthStar Realty Finance
Industry Commercial Real Estate
Experience
NorthStar Realty Finance Corp. June 2014 - Present
Bank of America Merrill Lynch April 2002 - March 2014
Standard & Poor's 1994 - 2002
Guardian Life 1991 - 1993
Skills
Commercial Real Estate, CMBS, Structured Finance, Team Management, Commercial Mortgages, Mortgage Underwriting, Loan Origination, Asset-backed..., Debt Restructuring, Series 7, Series 63, Series 24
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
Emory University 1980 — 1984
Bachelor of Arts (B.A.), Economics
NorthStar Realty Finance Corp. June 2014 - Present
Bank of America Merrill Lynch April 2002 - March 2014
Standard & Poor's 1994 - 2002
Guardian Life 1991 - 1993
Skills
Commercial Real Estate, CMBS, Structured Finance, Team Management, Commercial Mortgages, Mortgage Underwriting, Loan Origination, Asset-backed..., Debt Restructuring, Series 7, Series 63, Series 24
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
Emory University 1980 — 1984
Bachelor of Arts (B.A.), Economics