Bank of America Merrill Lynch
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
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch March 2013 - December 2014
The Avid Agencies LLC March 2009 - June 2013
Bank of America Merrill Lynch July 2009 - February 2013
Georgetown University Athletic Department September 2006 - May 2009
Banc of America Securities May 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance/Management of New and Small Businesses
Ares Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Credit Analysis, Financial Analysis, Valuation, Corporate Finance, LBO, Microsoft Office, PowerPoint, Accounting, Leadership, Time Management, Windows, Team Leadership, Financial Modeling, Fixed Income, Leveraged Finance, Credit
Education
Georgetown University 2008 — 2012
Bachelor's degree, Political Economy
Delbarton School 2004 — 2008
Sonen Capital LLC April 2015 - Present
Venovate Holdings, Inc. June 2014 - March 2015
Bank of America Merrill Lynch July 2011 - September 2013
Gerson Lehrman Group April 2007 - April 2009
Deutsche Bank July 2006 - April 2007
Skills
Hedge Funds, Alternative Investments, Finance, Financial Services, Investment Strategies, Equities, Marketing Strategy, Product Marketing, Sales, Business Development, Account Management, Private Equity, Private Equity Funding
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Strategy and Marketing
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance, Intergroup Dynamics
Goldman Sachs 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
California United Bank` July 2010 - September 2010
Skills
Research, Economics, Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2010 — 2011
Georgetown University - The McDonough School of Business 2008 — 2011
BSBA, Major: Finance & International Business; Minor: Economics
HiredScore July 2012 - Present
Altaris Capital Partners August 2010 - July 2012
Bank of America Merrill Lynch June 2008 - July 2010
Banc of America Securities June 2007 - August 2007
U.S. House of Representatives August 2006 - December 2006
City of Philadelphia June 2006 - August 2006
Skills
Valuation, Private Equity, Telecommunications, Team Leadership, Investment Banking, Business Strategy, Management, Problem Solving, Financial Modeling, Capital Markets, Marketing, Strategic Thinking, Entrepreneurship, Investments, Equities, Venture Capital, Mergers & Acquisitions, M&A experience, Strategy, Finance
Education
Georgetown University 2004 — 2008
BS, International Politics
University of International Business and Economics 2007 — 2007
Chinese Language, Chinese Business
The Baldwin School 1991 — 2004
High School Diploma
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch June 2008 - January 2011
Bank of America January 2002 - June 2004
Bank of America January 2000 - January 2002
Bank of America August 1998 - January 2000
Skills
Banking, Relationship Management, Risk Management, Commercial Banking, Financial Services, Cash Management, Credit, Portfolio Management, Management, Credit Cards
Education
Georgetown University 1994 — 1998
Bachelor of Science (BS), Walsh School of Foreign Service, International Economics, Minor Concentrations: Finance and Spanish
University of Pennsylvania August 2015 - Present
University of Pennsylvania May 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
New Oriental Education & Technology Group (NYSE:EDU) July 2014 - August 2014
Unilever May 2014 - June 2014
Xiamen Entry-Exit Inspection and Quarantine Bureau June 2012 - July 2012
Quality and Technology Supervision of Anhui Province July 2010 - August 2010
Skills
Java, C, Python, Android Development, SQL, Node.js, Amazon Web Services..., Data Analysis, Swift, Ruby, Matlab, C++, Ruby on Rails, Eclipse, HTML, XML, Teaching
Education
University of Pennsylvania 2014 — 2016
Master's Degree, Computer & Information Technology
University of Pennsylvania 2013 — 2015
Master's Degree, Materials Science & Engineering
Xiamen University 2009 — 2013
Bachelor of Science (BS), Chemical Biology
Georgetown University 2012 — 2012
Summer School
Bank of America Merrill Lynch June 2013 - August 2013
The US-China Business Council January 2012 - May 2012
Education
Mount Holyoke College
Bachelor of Arts (B.A.)
Georgetown University
Semester in Washington
Wayland Academy
Honor Roll
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
The Proven Method January 2012 - August 2013
Georgia College Multimedia Center February 2011 - December 2011
UPS June 2011 - August 2011
Georiga College & State University September 2010 - May 2011
Digital Bridges May 2010 - August 2010
Skills
jQuery, CSS, MySQL, Java, XML, C++, C#, PHP, SQL, Programming, HTML, Databases, JavaScript, Oracle, Python, Objective-C, HTML/XML, J2EE, Reverse Engineering, C, x86 Assembly, Web Application Security
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Computer Information Security
Georgia College and State University 2008 — 2011
B.S., Computer Science
The Bancorp March 2015 - Present
Corporate Banking & Finance Leaders in Minneapolis St. Paul 2015 - Present
Barclays Investment Bank December 2012 - December 2014
Bank of America Merrill Lynch July 2012 - December 2012
RBS Markets & International Banking August 2011 - July 2012
Cofie Law Group, PLLC January 2009 - August 2011
Sidley Austin November 2006 - January 2009
Primerica Financial Services April 2005 - November 2006
Skills
Securities, Commercial Litigation, Capital Markets, Corporate Governance, Real Estate, Litigation, Financial Services, Derivatives, Prime Brokerage, Civil Litigation, Corporate Finance, Asset Management, Compliance, Investment Banking, Commodity, Legal Writing, Legal Research, Corporate Law, Finance, FX Options, Structured Finance, Interest Rate..., Contract Negotiation, Commercial Banking, Securities Market, Counsel, In-House Counsel, ISDA, ISDA negotiations, Securitization, CDO, Asset Backed Financing, Management, Banking, Due Diligence, Legal Advice, Leadership, Fixed Income, Hedge Funds, Credit, Risk Management, Financial Structuring, Negotiation, Wealth Management, Portfolio Management, Structured Products, Securities Regulation, Loans, Financial Analysis, Private Equity
Education
Georgetown University Law Center 2005 — 2006
LL.M., Securities and Financial Regulation
University of Hertfordshire 1996 — 1998
LL.B., Law
SunTrust Robinson Humphrey 2014 - Present
Bank of America Merrill Lynch 2007 - 2013
Wachovia Securities 2004 - 2007
Jesuit Volunteer Corps 2001 - 2002
KPMG LLP 1998 - 2001
Skills
Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Valuation, Corporate Finance, Due Diligence, Private Equity, Mergers, Equities, Fixed Income, Banking, Bloomberg, Finance
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
University of Colorado Boulder - Leeds School of Business 1994 — 1997
BS, Accounting and International Business
Institute for American Universities - Aix-en-Provence 1996 — 1996
Santa Clara University 1993 — 1994
Wells Fargo Securities December 2014 - Present
Carolina for the Kids Foundation August 2013 - Present
Bank of America Merrill Lynch November 2014 - November 2014
Wells Fargo Securities October 2014 - October 2014
Foodbabe.com May 2013 - October 2014
Bank of America Merrill Lynch July 2014 - August 2014
Bank of America May 2014 - May 2014
Simile Imaging Solutions June 2012 - August 2012
Skills
Communication, Writing,..., Accounts Receivable, Administration, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Teamwork, Customer Service, Finance, Sales, Marketing, Leadership, Social Media, Research, Public Speaking, Event Planning
Education
University of North Carolina at Chapel Hill 2013 — 2017
Finance
Charlotte Catholic High School 2009 — 2013
Georgetown University 2011 — 2011
Georgetown University Summer Program, Fundamentals of Business: Leadership in a Global Economy and Fundamentals of Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
Marcus & Millichap December 2009 - March 2010
Skills
Bloomberg, Capital Markets, Financial Modeling, Investment Banking, Valuation, DCF, Equities, LBO
Education
Georgetown University 2007 — 2011
BSFS, International Economics, Finance and Commerce
Bank of America Merrill Lynch June 2015 - Present
IBM July 2013 - July 2014
IBM March 2011 - July 2013
IBM June 2010 - March 2011
IBM January 2010 - May 2010
IBM June 2009 - August 2009
HGK Asset Management, Inc. June 2008 - August 2008
Skills
Financial Modeling, Forecasting, Financial Analysis, Finance, Business Analysis, Analysis, Economics, Management, Budgets, Strategic Planning, Pricing, Financial Forecasting, Project Planning, Cash Flow
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Georgetown University 2006 — 2010
BSBA, Finance, Management
MLT
Bank of America Merrill Lynch June 2014 - July 2015
Bank of America Merrill Lynch September 2013 - November 2013
Bank of America Merrill Lynch June 2013 - August 2013
Capital Educators January 2012 - January 2013
Urban Land Institute May 2011 - August 2011
Smithsonian Institution: National American History Museum April 2010 - June 2010
Education
Georgetown University
Bachelor of Arts (B.A.)
Minzu University: China Summer Study Abroad
Sidwell Friends School
High School
KeyBanc Capital Markets October 2013 - Present
KeyBanc Capital Markets August 2010 - October 2013
Bank of America Merrill Lynch May 2007 - August 2010
Skills
Trading, Credit Derivatives, Asset Management, Financial Analysis, Fixed Income, Capital Markets, Investments, Analytical Reasoning, Global Markets, Investment Banking, Credit, Financial Markets
Education
Georgia Institute of Technology 2003 — 2008
BS, Management, Finance
H.I.G. Capital July 2014 - Present
Barclays June 2012 - June 2014
Barclays May 2011 - August 2011
Bank of America Merrill Lynch September 2010 - May 2011
Hilltop Consultants August 2010 - May 2011
Georgetown Collegiate Investors August 2009 - December 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Excel, Bloomberg, Investments, Bloomberg Terminal, Finance, Corporate Finance, Due Diligence, Economics, Spanish, Social Media, Mergers & Acquisitions, Analysis, DCF, Private Equity
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor's of Science, Finance
Georgetown University 2008 — 2012
BSBA, Finance
Bank of America Merrill Lynch January 2014 - Present
UBS Investment Bank July 2012 - December 2013
UBS Investment Bank June 2011 - August 2011
Skills
Capital Markets, Investment Banking, Valuation, Financial Analysis, Financial Modeling
Education
Georgetown University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Wolfington Hall Jesuit Residence January 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - March 2015
YOPP App May 2014 - December 2014
Lombardi's On The Sound May 2013 - August 2013
Randy Altschuler for Congress June 2012 - August 2012
Pace's Steak House November 2011 - July 2012
Randy Altschuler for Congress June 2010 - December 2010
Skills
Organizational..., Microsoft Office, Microsoft Excel, Customer Service, Research, Teamwork, Social Media, Public Speaking, Leadership, Editing
Education
Georgetown University 2013 — 2016
Bachelor of Science in Business Administration (BSBA), Finance, Marketing
The George Washington University 2012 — 2013
Bachelor of Business Administration (BBA), Business Economics and Public Policy, 3.7
Morgan Stanley December 2013 - Present
Morgan Stanley March 2013 - December 2013
Bank of America Merrill Lynch September 2010 - March 2013
Bank of America Merrill Lynch September 2008 - September 2010
Merrill Lynch & Co., Inc. May 2007 - August 2007
U.S. Department of the Interior, Fish & Wildlife Service March 2006 - July 2006
Dewberry & Davis LLC June 2004 - March 2006
Dewberry & Davis LLC September 2000 - June 2004
Skills
Asset Managment, Hedge Funds, Infrastructure, Real Estate, Financial Modeling, Bloomberg, Equities, Due Diligence, Valuation, Portfolio Management, Asset Management, Energy Infrastructure, MLPs, Mutual Funds, Alternative Investments, Private Equity, Investment Management
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
North Carolina State University 1998 — 2000
MS, Civil Engineering, Minor in Business Management
Penn State University 1993 — 1997
BS, Civil Engineering
General Electric Company August 2012 - Present
Hogan Lovells 2008 - July 2012
Bank of America Merrill Lynch 2006 - 2008
AIG 2004 - 2006
Weil, Gotshal & Manges 2000 - 2004
Skills
Joint Ventures, Mergers, Cross-border..., Corporate Finance, Restructuring, Corporate Governance, Investment Banking, Mergers & Acquisitions, Private Equity, Acquisitions, Corporate Law, Legal Advice, Financial Services, Strategy, Financial Structuring
Education
Georgetown University Law Center 1997 — 2000
J.D., Law
Harvard University 1993 — 1997
A.B., Government
Bank of America Merrill Lynch July 2015 - Present
Georgetown University Alumni & Student Federal Credit Union January 2012 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
Longroad Asset Management May 2013 - August 2013
Merrill Lynch September 2012 - January 2013
Skills
Financial Analysis, Investment Banking, Entrepreneurship, Business Strategy, Microsoft Excel
Education
Georgetown University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Brunswick school 1999 — 2011
Bank of America Merrill Lynch July 1985 - Present
Skills
Economics, Wealth Management, Corporate Finance, Strategic Planning, Policy, Banking, Government, Portfolio Management, Program Management, Investments, Corporate Development, Series 7, Financial Analysis, Leadership, Public Speaking, Business Strategy, Finance, Management Consulting, Risk Management, Mergers & Acquisitions, FINRA, Credit Analysis, Series 63, Project Management, Commercial Banking, Strategy, Management
Education
Georgetown University 1977 — 1980
Bachelor's Degree, Foreign Service
Cycle & Row July 2014 - Present
Guggenheim Partners September 2012 - June 2014
Bank of America Merrill Lynch July 2010 - August 2012
The Jordan, Edmiston Group, Inc. May 2009 - August 2009
Marsh & McLennan Companies, Inc. April 2007 - July 2008
Marsh & McLennan Companies, Inc. July 2003 - March 2007
Skills
Investment Banking, Valuation, Financial Modeling, M&A experience, Financial Analysis, Risk Management, Mergers, Private Equity, Due Diligence, Media & Entertainment, Strategy, Mergers & Acquisitions, Entrepreneurship, Corporate Finance, Capital Markets, Bloomberg, Equities, Credit Analysis, Alternative Investments, Fixed Income, New Business Development, Debt & Equity Financing
Education
Yale University - Yale School of Management 2008 — 2010
Master of Business Administration
Georgetown University 1999 — 2003
Bachelor of Science, Business Administration, Finance and International Business
Bank of America Merrill Lynch June 2015 - Present
Victoria's Secret Pink August 2014 - Present
Georgetown University Alumni & Student Federal Credit Union September 2013 - Present
PwC Smart Start @ Georgetown September 2013 - May 2015
Georgetown University Alumni & Student Federal Credit Union March 2014 - March 2015
JPMorgan Chase May 2014 - August 2014
Secondary Private Equity Firm July 2013 - 2013
Secondary Private Equity Firm July 2012 - August 2012
LEAD Leadership Education and Development June 2012 - July 2012
Skills
Leadership, Marketing, Budgets, Start-ups, Advertising, Social Media, Management, Research, Investments, Fundraising
Education
Georgetown University 2013 — 2017
Bachelor's Degree
Peddie School 2010 — 2013
Microsoft May 2015 - August 2015
Stackfolio February 2015 - April 2015
Bank of America Merrill Lynch June 2014 - August 2014
CSTUY Saturday Hacking Sessions October 2013 - May 2014
Girls Who Code AT&T July 2013 - August 2013
American Museum of Natural History September 2012 - June 2013
HeartShare Human Services of New York July 2012 - August 2012
Junior Achievement of New York April 2012 - April 2012
Lutheran Medical Center July 2011 - August 2011
Allergy & Asthma Care of New York June 2011 - August 2011
Skills
JavaScript, Program Management, Programming, HTML, Python, CSS, C++, Teaching, jQuery, Microsoft Word, Processing, Photoshop, jQuery Mobile, Java, Autodesk Inventor, NI Multism, Mobile Applications, Web Development, Git, Microsoft Office, Public Speaking, Social Media, Research
Education
Georgia Institute of Technology 2014 — 2018
Computational Media
Brooklyn Technical High School 2010 — 2014
Bank of America Merrill Lynch April 2015 - Present
Morgan Stanley September 2012 - March 2015
Barclays Capital October 2010 - August 2012
Credit Suisse September 2008 - October 2010
Bloomberg LP January 2007 - September 2008
Nexidia March 2005 - December 2006
Clear Blue Software (clearbluesoft.com) 1999 - 2006
Turner Broadcasting February 2004 - February 2005
WebBroomz June 2003 - November 2003
Open Solutions October 2002 - May 2003
Skills
C#, Equity Derivatives, .NET, Equity Trading, WCF, Fixed Income, Trading Systems, Options, WPF, Front Office, SOLID Principles, Refactoring, Unit Testing, Object Oriented Design, Low Latency, Dependency Injection, Sybase, Visual Studio, Scrum, LINQ, Credit Derivatives, Market Data, Electronic Trading..., Messaging, Test Driven Development, Equities, IoC, SQL, ORM
Education
Georgia Tech 1989 — 1992
Bachelor of Science, Computer Science
iStar June 2015 - July 2015
The JBG Companies January 2015 - April 2015
HFF September 2014 - December 2014
Lubert-Adler Real Estate Funds June 2014 - August 2014
Bank of America Merrill Lynch December 2013 - April 2014
Governor Andrew M. Cuomo May 2012 - July 2013
Andrew Cuomo 2010 May 2010 - November 2010
Skills
Social Media, Research, Financial Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Finance and Management
Horace Mann School
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
SHP Real Estate May 2013 - June 2013
Standard Chartered Bank June 2012 - August 2012
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Finance and Accounting
University of Oxford 2013 — 2013
Summer Program
The Chinese University of Hong Kong 2012 — 2012
Summer Program
Webb Schools of California 2007 — 2011
High School Diploma
Bank of America Merrill Lynch February 2015 - Present
Bank of America May 2013 - February 2015
Ford Motor Company May 2012 - August 2012
Lend Lease July 2010 - June 2011
Lend Lease December 2009 - July 2010
Lend Lease September 2007 - December 2009
Balfour Beatty Construction December 2005 - September 2007
The Beck Group May 2005 - October 2005
Centex Construction April 2004 - April 2005
Skills
Commercial Banking, Corporate Finance, Debt Private Placements, Leveraged Finance, Commercial Real Estate, Syndicated Loans, Investments, Forecasting, Strategy, Construction, Procurement, Analysis, Construction Management, Project Estimation, Renovation, Project Management, Process Scheduler, LEED AP, Real Estate, Contract Negotiation, Negotiation, Pre-construction, Value Engineering, Contract Management, Subcontracting, Cost Management, Contractors, Cost Estimating, Scheduling, Risk Management, Finance, Real Estate Development, Financial Analysis, Financial Modeling, Strategic Planning, LEED, Valuation, Residential Homes, Management, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance and Investments
Georgia Institute of Technology 2001 — 2005
BS, Building Construction
The Carlyle Group January 2015 - Present
The Carlyle Group October 2013 - January 2015
Bank of America Merrill Lynch July 2012 - October 2013
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Derivatives, Equities, Financial Modeling, Trading, Investment Banking, Corporate Finance, Valuation, Private Equity
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Finance
Georgetown Prep 2004 — 2008
Prudent Lenders September 2012 - Present
Seedco PA 2010 - 2012
VOADV 2008 - 2010
Stonington Partners 2003 - 2006
Bank of America Merrill Lynch 2001 - 2003
Skills
Commercial Mortgages, Small Business Lending, Commercial Lending, Financial Modeling, Asset Based Lending, New Business Development, Cash Flow Lending, Risk Management, Management, Loans, Finance, Underwriting, Credit, Financial Structuring, Commercial Real Estate, Mergers & Acquisitions, Financial Analysis
Education
Georgetown University 1997 — 2001
BS, BA, Accounting, Finance
La Salle College High School 1993 — 1997
Bank of America Merrill Lynch August 2014 - Present
Fried, Frank, Harris, Shriver, Jacobson LLP September 2007 - July 2014
ACA Financial Guaranty Corporation January 2010 - July 2010
Skills
Corporate Law, Private Equity, Legal Writing, Recruiting, Mergers & Acquisitions, Corporate Governance, Legal Research, Intellectual Property, Securities Regulation, Cross-border...
Education
Georgetown University Law Center 2004 — 2007
JD
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA, Finance, International Business, Spanish
Ft. Lauderdale High School
Georgetown University
Accenture July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
APCO Worldwide August 2012 - December 2012
Green Cosko Medisquare May 2012 - August 2012
Skills
Public Relations, Strategic Communications, Corporate Communications, SAS Programming, Community Outreach, Economics, PowerPoint, Microsoft Excel, Research, Crisis Communications, Reputation Management, Financial Analysis, Financial Modeling, Market Research, Business Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Science (B.S.), Science, Technology & International Affairs; Business Development & Growth
The Bishop's School 2004 — 2010
Campion Asset Management April 2013 - Present
Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch August 2010 - July 2011
Banc of America Securities July 2009 - August 2010
Skills
Bloomberg, Trading Systems, Capital Markets, Portfolio Management, Fixed Income, Securities, Financial Modeling, Middle Office, Leadership, Risk Assessment, Critical Thinking, Investments, Equities, Asset Allocation, Trading, EMT, Operations Management, Valuation, Due Diligence, Risk Management, Investment Management, Research, Microsoft Excel, Advent
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics, Nutrition Sciences
Bank of America Merrill Lynch June 2013 - Present
Morgan Stanley April 2011 - January 2012
Ernst & Young June 2007 - April 2011
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Strategy
Lehigh University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Bank of America - Merrill Lynch 2011 - 2014
Verizon Wireless 2009 - 2011
Verizon Wireless 2009 - 2011
Verizon Wireless 2009 - 2011
Verizon Wireless 2009 - 2011
The Bank of New York Mellon 2001 - 2009
Prudential Financial 1997 - 2001
Skills
DB2, SQL, Microsoft SQL Server, Fileaid, CICS, COBOL, VSAM, JCL, C#, Mainframe, XML, z/OS, Database Design, Software Development, Sybase, .NET, Java, QMF, WebSphere MQ, Production Support, Full SDLC, Business Analysis, System Architecture, Requirements Analysis, Easytrieve, Actuate Reporting, Technical Leadership, IDMS, Data Warehousing, SOA, Trade Compliance, Requirements Gathering, Web Applications, Databases, SDLC, Agile Methodologies, Stored Procedures, Unix, Visio, ETL, PL/SQL, Performance Tuning, Oracle, Software Project...
Education
ASA Institute of Business and Computer Technology, Brooklyn, NY 1996 — 1997
Associate of Science, Information Technology
State University, Ukraine 1990 — 1994
Bachelor of Applied Science
Georgia Institute of Technology
Georgia Institute of Technology
Goldman Sachs November 2014 - Present
Bank of America Merrill Lynch March 2013 - November 2014
UBS Investment Bank July 2012 - March 2013
Education
Georgetown University 2008 — 2012
Bachelor of Science (B.S.), International Economics
Phillips Academy Andover 2004 — 2008
Bank of America Merrill Lynch June 2013 - Present
Georgetown University Alumni & Student Federal Credit Union August 2009 - May 2013
Georgetown University McDonough School of Business Technology Center August 2009 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Management, Valuation, Financial Analysis, Microsoft Excel, Data Analysis, Market Research, Due Diligence, Finance, DCF, Analytics, Bloomberg Terminal, Entrepreneurship, Business Strategy, VBA, Corporate Finance, Access, Economics
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Finance, Operations & Information Management
University of Oxford
International Finance, Strategic Management
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
CBS News January 2012 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
U.S. Department of State September 2010 - December 2010
U.S. Department of State June 2010 - August 2010
U.S. Department of State September 2009 - May 2010
U.S. House of Representatives June 2009 - August 2009
Education
Georgetown University 2011 — 2013
Master of Science in Foreign Service, International Commerce and Business
Georgetown University 2007 — 2013
Bachelor of Science in Foreign Service, International Politics
Universidad San Francisco de Quito 2008 — 2008
Nature and Culture Intensive Summer Program
Radnor High School 2003 — 2007
Bank of America Merrill Lynch May 2015 - Present
Georgetown University August 2013 - Present
Whyttle Inc. June 2014 - October 2014
Infant Foundation May 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, English, Photoshop, Windows, Customer Service, Public Speaking, Social Media, Time Management, Outlook, Event Planning, Facebook, Access, Data Entry, Entrepreneurship
Education
Georgetown University 2012 — 2016
Bachelor of Science (BS), Human Science (major) and Economics (minor), Human Science
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Save the Children May 2011 - August 2011
Roxbury Swim and Tennis Club May 2009 - August 2011
Roxbury Swim and Tennis Club May 2009 - August 2011
Skills
Data Analysis, Analytical Skills, Self-driven, Attention To Detail, Highly Analytical, Self Driven, Critical Thinking, Analysis, Community Outreach, Economics, Volunteer Management, Stata, Fundraising, Nonprofits, Creative Problem Solving
Education
Georgetown University 2009 — 2013
BSc, Mathematics and Economics
London School of Economics and Political Science 2011 — 2012
General Course, Mathematics and Economics
University of Chicago, Booth School of Business September 2012 - Present
Goldman Sachs June 2013 - August 2013
Bank of America Merrill Lynch July 2010 - July 2012
Bank of America Merrill Lynch August 2008 - July 2010
Ernst and Young July 2006 - August 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy Management
Georgetown University
University of Maryland College Park
Sandler O'Neill Asset Management May 2013 - Present
Bank of America Merrill Lynch 2012 - April 2013
Bank of America Merrill Lynch June 2011 - August 2011
Sandler O'Neill Asset Management July 2010 - August 2010
Skills
Series 7, Series 66, Factset, PSN, Bloomberg, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Valuation
Education
Georgetown University - The McDonough School of Business
Bank of America Merrill Lynch June 2014 - Present
Students of Georgetown, Inc. March 2013 - Present
Students of Georgetown, Inc. February 2012 - Present
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), Finance, Entrepreneurship and Mandarin
Hong Kong International School 2007 — 2011
National Field Network June 2015 - Present
Doral Financial Corporation March 2012 - March 2015
Bank of America Merrill Lynch December 2010 - March 2012
Merrill Lynch June 2007 - December 2010
JPMorgan Chase April 2005 - June 2007
JPMorgan: Chase Home Finance May 1997 - April 2005
Advanta National Bank October 1995 - May 1997
Meridian Bank August 1991 - October 1995
HonFed Bank / First Collateral Services November 1988 - August 1991
City Federal Savings Bank August 1984 - November 1988
Skills
Credit Risk, Risk Management, Portfolio Management, Loans, Credit, Mortgage Lending, Finance, Capital Markets, Valuation, Banking, Financial Risk, Financial Analysis, Operational Risk, MBS, ABS, Credit Analysis, Securities, Fixed Income, Counterparty Risk, Market Risk, Liquidity Risk, Regulatory Risk, Reputational Risk, Prepayment Risk, Regulatory Compliance, Commercial Real Estate, Commercial Banking, Asset Based Lending, Community Development, Shared National Credits, Risk Ratings, Strategic Risk, Business Requirements, Negotiation
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance & Management
Georgetown University - The McDonough School of Business 1980 — 1984
BSBA, Finance
Accenture Strategy November 2014 - Present
Accenture Strategy May 2014 - November 2014
Accenture July 2012 - April 2014
Georgetown University August 2011 - June 2012
Fortigent, LLC June 2011 - August 2011
Bank of America Merrill Lynch May 2010 - December 2010
Georgetown Center for Social Justice September 2009 - December 2009
Fine Venture Partners, LLC June 2008 - August 2009
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Program Management, Valuation, Finance, Access, Capital Markets, Corporate Finance, Due Diligence, Alternative Investments, Management Consulting, Business Strategy, Business Process Design, Business Process..., Business Analysis, Strategy, Leadership, Economics, Analysis, Portfolio Management, Data Analysis, Microsoft Excel, Investments, Equities, CRM
Education
Georgetown University 2008 — 2012
BA, Magna Cum Laude, Economics, Philosophy, Spanish
Universidad Pontificia Comillas 2011 — 2011
Bachelor of Arts (BA), Economics, Philosophy
Bank of America Merrill Lynch July 2015 - Present
Georgetown University's McDonough School of Business September 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Georgetown Collegiate Investors, LLC January 2014 - August 2014
Georgetown University's McDonough School of Business September 2013 - May 2014
Georgetown University Office of Campus Ministry September 2012 - May 2013
Lawley June 2012 - August 2012
ESL Federal Credit Union June 2011 - August 2011
Skills
Time Management, Economics, Microsoft Office, Data Analysis, Customer Service, Financial Analysis, Bloomberg Terminal, Series 7, Series 63, Series 55, Teamwork, Mandarin, Equities, Electronic Trading, Valuation, Foreign Languages
Education
Georgetown University 2011 — 2015
Bachelor of Science in Business Administration, Double Major in Finance and Marketing, Minor in Chinese Language
National Taiwan Normal University
Mandarin Chinese
McQuaid Jesuit High School 2007 — 2011
Deloitte February 2015 - Present
InPods August 2014 - February 2015
District of Columbia Public Schools (DCPS) July 2012 - June 2014
Teach For America June 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - May 2011
Arupro Management LLC May 2009 - August 2010
Georgetown University August 2009 - May 2010
Skills
Research, Financial Modeling, Teaching, Analysis, Community Outreach, Program Management, Public Speaking, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Editing, Tutoring, Lesson Planning, Outlook
Education
Georgetown University 2008 — 2012
Bachelor's Degree, Majors: Finance, International Business; Minors: Government, Economics
The Chinese University of Hong Kong 2010 — 2010
Comparative Business: The Asia-Pacific Perspective
Fort Lee High School 2005 — 2008
Salutatorian
LI-2 Innovations 2014 - 2015
Azim Premji Foundation 2013 - 2013
Bank of America Merrill Lynch 2008 - 2012
Skills
Business Analysis, Project Management, Derivatives, Financial Risk, Fixed Income, Portfolio Management, Credit, Banking
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (M.B.A.)
Georgia Tech 2006 — 2007
Master’s Degree, Financial Mathematics, 3.6
Bank of America Merrill Lynch November 2009 - April 2015
Bank of America November 2009 - October 2010
LaVecchia's Seafood Grille November 2005 - February 2009
Skills
Change Management, Strategy, Management, Banking, Six Sigma
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2008
B.S.B.A., Management
Johnson and Wales 2006 — 2007
Culinary Arts
Georgia Institute of Technology 2004 — 2006
Chemical Engineering
Bank of America January 2012 - Present
Bank of America Merrill Lynch July 2010 - December 2011
School Year Abroad August 2009 - January 2010
International Organization for Migration (IOM) October 2008 - June 2009
Skills
Spanish, Editing, Proofreading, Research, Writing, Economics, Market Research, Social Media, Word, Microsoft Office, Analysis, French, English, Teaching, Italian, International Relations, Marketing Strategy, Human Rights, Corporate Communications, Community Outreach, Public Policy, Marketing, Management
Education
Columbia University - Graduate School of Journalism 2013 — 2013
Advanced Social Media for Journalists and Professionals
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2007 — 2009
M.A., International Relations and Economics
Georgetown University 2003 — 2006
B.A., Spanish, European Studies
Phillips Exeter Academy 1998 — 2002
High school degree
J.P. Morgan Chase & Co. July 2014 - Present
J.P. Morgan Chase & Co. June 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Grameen Foundation January 2011 - May 2011
PNC June 2010 - August 2010
Georgetown University Berkley Center for Religion, Peace and World Affairs September 2009 - May 2010
Skills
Spanish, Investment Banking, Finance
Education
Georgetown University 2008 — 2012
B.S.B.A., Finance, Justice & Peace Studies, Spanish, Magna Cum Laude
Universitat Pompeu Fabra 2010 — 2011
Fifth Third Bancorp July 2014 - Present
Bank of America Merrill Lynch August 2013 - July 2014
Bank of America Merrill Lynch May 2010 - July 2013
Bank of America October 2003 - May 2010
Bank of America August 1997 - October 2003
Moore & Van Allen, PLLC September 1992 - August 1997
Skills
Corporate and..., Capital Markets, Bank Regulatory, Regulatory Relations, AML, Financial Risk, Due Diligence, Financial Regulation, Corporate Governance, Securities Regulation, Operational Risk
Education
Vanderbilt University Law School
JD, Law
University of Dayton
Bachelor of Science, Economics and Finance
Georgetown University
Institute on Comparative Political and Economic Systems
Trinity High School
AlmaGold LLC June 2011 - Present
Bank of America Merrill Lynch May 2015 - August 2015
Bluebird Asset Management June 2014 - November 2014
Georgetown University's McDonough School of Business May 2014 - August 2014
Aflac January 2014 - May 2014
Education
Georgetown University 2013 — 2016
Bachelor of Science (B.S.), Finance
Northern Virginia Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Bank of America Merrill Lynch RefereeGeorgetown University Intramural Sports DepartmentOctober 2012 - May 2015
Merrill Lynch June 2014 - August 2014
Georgetown University Student Investment Fund January 2012 - May 2014
PwC June 2013 - July 2013
Acacia Financial Group Inc. June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Research, Spanish, Public Speaking, Accounting, Social Media, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Accounting
Bank of America Merrill Lynch June 2014 - Present
BeneShoppe, Inc. April 2013 - Present
Georgetown University March 2012 - Present
INROADS September 2012 - May 2014
Standard & Poor's June 2013 - August 2013
Forte Foundation April 2013 - April 2013
Wall Street Oasis May 2012 - August 2012
Georgetown University August 2011 - May 2012
Angel Advantage Center July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Event Planning, Financial Analysis, Chinese, Minitab, Apple, PC, Research, Microsoft Office, Social Media, Editing, Facebook
Education
Georgetown University 2011 — 2015
Bachelor of Science in Business Administration, Finance and Operations & Informations Management
Stuyvesant High School 2007 — 2011
Advanced Regents Diploma with Honors
Bank of America Merrill Lynch July 2015 - Present
PwC June 2014 - July 2014
1st Carolina Properties May 2013 - June 2013
Georgetown Tobacco November 2011 - May 2013
International Textile Group June 2012 - August 2012
Dreamsports Center September 2009 - July 2011
Skills
Event Planning, Customer Service, Microsoft Excel, Brazilian Portuguese, Research, PowerPoint, Marketing, Microsoft Office, Social Media, Leadership, Facebook, Finance, Microsoft Word, Data Analysis
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Finance and International Business
Pontifícia Universidade Católica do Rio de Janeiro 2013 — 2013
Study Abroad
Needham B. Broughton High School 2007 — 2011
High School Diploma
Bank of America Merrill Lynch June 2015 - Present
HFF June 2013 - August 2013
Woodstock Development May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Marketing
Sacred Heart Preparatory 2008 — 2012
Bayberry Capital, Inc. July 2015 - August 2015
Cultivation Capital June 2015 - July 2015
Bank of America Merrill Lynch December 2014 - January 2015
ING Bank N.V. August 2014 - November 2014
Republic of Korea Air Force April 2012 - April 2014
Financial Supervisory Service June 2009 - August 2009
Education
Georgetown University 2010 — 2016
Bachelor’s Degree, Economics, Mathematics
Wharton Nonprofit Board Leadership Program October 2013 - May 2015
Single Stop USA June 2014 - August 2014
The Andrew W. Mellon Foundation July 2011 - June 2013
Young Nonprofit Professionals Network of NYC July 2011 - June 2013
High Water Women Foundation March 2011 - June 2013
Bank of America Merrill Lynch July 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Management
Georgetown University 2005 — 2009
BA, Political Economy
Reingold, Inc. July 2015 - Present
Reingold, Inc. July 2014 - June 2015
Deloitte July 2012 - June 2014
Georgetown University Alumni & Student Federal Credit Union January 2010 - May 2012
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Customer Service, Training, Recruiting, Human Resources, PowerPoint, Spanish, Microsoft Word, Public Speaking, Market Research, Outlook, Social Media, Analysis, Strategy, Access, Project Management
Education
Georgetown University 2008 — 2012
Bachelor of Arts, English, Mathematics
Millburn High School 2004 — 2008
High School Diploma
Rialto Capital Management June 2015 - Present
PENCIL September 2012 - June 2014
Bank of America Merrill Lynch April 2013 - April 2014
Bank of America Merrill Lynch June 2010 - April 2013
Adjuvare Foundation August 2007 - January 2011
Georgetown University Alumni & Student Federal Credit Union March 2009 - March 2010
Deloitte Consulting June 2009 - August 2009
Skills
Due Diligence, Fundraising, Financial Analysis, Financial Modeling, Loans, Nonprofits, Valuation, Financial Institutions, Investment Banking
Education
Columbia Business School 2014 — 2016
Georgetown University 2006 — 2010
BA, English, Theology, International Health
Merion Mercy Academy 2002 — 2006
Bank of America Merrill Lynch June 2015 - Present
Bank of America June 2014 - August 2014
nCourt, LLC September 2012 - July 2013
United States Marine Corps September 2007 - September 2011
Lowe's Home Improvement December 2003 - June 2004
Interfirst January 2002 - September 2003
Legionnaries of Christ July 1997 - October 2001
Skills
Customer Service, Training, Databases, International Relations, Microsoft Office, Public Speaking, Vendor Management, Business Analysis, Data Analysis, Statistics, Nonprofits, Operations Management, Project Management, Team Leadership, Government, Process Improvement, Leadership, Sales, Management, Human Resources, Recruiting, Microsoft Excel, Access
Education
Georgia Tech 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Legionary College of Humanities 1997 — 2001
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Evolent Health July 2015 - Present
Evolent Health July 2014 - Present
Evolent Health June 2013 - June 2014
US Department of Health and Human Services January 2013 - April 2013
Potomac Research Group October 2012 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Congressman Robert E. Andrews January 2012 - April 2012
White House Office of Presidential Correspondence May 2011 - December 2011
Morgan Stanley 2011 - 2011
Knight Capital Group June 2010 - August 2010
Skills
Health Policy, Microsoft Excel, Healthcare, Management, Budgets, Communication, Policy, Writing, SQL, Business Strategy, Data Analysis, Financial Analysis, Innovation Development
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS)
The Pingry School 2003 — 2009
High School Diploma
Lindsay Goldberg July 2012 - July 2014
Morgan Stanley October 2010 - July 2012
Bank of America Merrill Lynch July 2009 - October 2010
Merrill Lynch June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance
Georgetown University - The McDonough School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance / Management
Cerberus Capital Management, L.P. August 2014 - Present
Bank of America Merrill Lynch May 2012 - June 2014
Bank of America / Merrill Lynch June 2011 - August 2011
SCS Financial Services, L.L.C. May 2010 - August 2010
United States House of Representatives December 2009 - May 2010
Skills
Investment Banking
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Swampscott High School 2004 — 2008
Danish Institute for Study Abroad
International Business Program
J.Crew July 2012 - Present
Bank of America Merrill Lynch July 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2009
Bachelor of Science in Business Administration (BSBA), Finance
Netflix July 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
NBCUniversal, Inc. June 2009 - August 2009
Skills
Finance, Investment Banking, Financial Modeling, Analysis, Strategic Financial..., Valuation, Financial Planning, Corporate Finance, Series 63, Strategy, Financial Analysis, Mergers & Acquisitions, Equity Capital Markets, DCF, Mergers, Corporate Development, Financial Markets, Financial Services, Digital Media, Content Strategy
Education
Georgetown University 2007 — 2011
BSBA, Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Economics
Blind Brook High School 2003 — 2007
Wavelength Asset Management, LLC September 2013 - Present
Operative January 2012 - March 2013
Bank of America Merrill Lynch February 2006 - December 2011
Bear Stearns (currently JP Morgan Chase) January 1999 - February 2006
BCM, LLC January 1997 - December 1998
PaineWebber (currently UBS) July 1994 - September 1996
AllianceBernstein June 1993 - June 1994
Lehman Brothers July 1990 - March 1993
CS First Boston Corporation (currently Credit Suisse) July 1983 - June 1990
PaineWebber (currently UBS) July 1981 - June 1983
Skills
Growth Strategy..., Business Transformation, Buy and Sell Side..., Market and Client..., Client Segmentation, Sales Management, Expense Control, Recruiting and Mentoring, Team Building, Investment Strategies, Risk Management, Revenue Growth..., Management, Strategy, Expense Management, Leadership, Mergers & Acquisitions, Investments, Hedge Funds, Equities
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Georgetown University 1973 — 1977
BSBA, Economics/Government
Bergen Catholic, HS
Bank of America Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch September 2012 - May 2013
Baer Higgins Fruchtman LLC December 2010 - March 2012
Schoeman Updike Kaufman & Scharf August 2009 - December 2010
Kirkland & Ellis LLP 2003 - 2007
Chapman and Cutler LLP 2002 - 2003
Kirkland & Ellis LLP 1999 - 2002
Baker & McKenzie 1990 - 1999
Skills
Bankruptcy, Restructuring, Chapter 11, Leveraged Finance, Litigation, Financial Structuring, Due Diligence, Mergers & Acquisitions, Strategy, Equities, Corporate Law, Corporate Actions, Mediation, Joint Ventures, Finance, Leadership, Real Estate, Corporate Governance, Corporate Finance, Private Equity
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Business
Georgetown University
B.S.F.S., International Affairs
Georgetown University Law Center
J.D., Law
Pearson College
Bank of America August 2014 - Present
Georgetown University, Center for New Designs in Learning & Scholarship September 2013 - May 2014
Georgetown University, Government Department August 2012 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
The European Institute June 2012 - August 2012
United States Senate January 2012 - May 2012
Sovereign Bank June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Community Outreach, Data Entry, Windows, SharePoint, HTML, XML, Social Media, Customer Service, Analysis, Public Speaking, Sales, Leadership, Teamwork
Education
Georgetown University 2011 — 2014
Bachelor of Arts (B.A.)
Middlesex School 2007 — 2010
High School Diploma
Junius Real Estate Partners February 2015 - Present
Junius Real Estate Partners March 2011 - February 2015
Bank of America Merrill Lynch June 2010 - March 2011
Bank of America Merrill Lynch June 2008 - June 2010
Barclays Capital June 2007 - August 2007
Cushman & Wakefield June 2006 - August 2006
Skills
Capital Markets, Mergers & Acquisitions, Investment Properties, Financial Modeling, Valuation, Property Acquisitions
Education
Georgetown University 2004 — 2008
Belmont Hill
Bank of America Merrill Lynch September 2010 - Present
BlackRock July 2006 - August 2010
International Monetary Fund October 1998 - July 2006
United Nations September 2004 - April 2005
Skills
Corporate Communications, Internal Communications, Strategic Communications, Crisis Communications, Media Relations, Communication Training, Thought Leadership, Press Releases, Market Research, Marketing, Public Speaking, Public Relations, Speech Writing, Politics, Marketing Communications, Investor Relations, Social Media, Strategic Planning, International Relations, Social Media Marketing, Direct Marketing, Integrated Marketing, Strategy, Management
Education
Tufts University - The Fletcher School of Law and Diplomacy 1996 — 1997
Master of Arts, Law and Diplomacy (International Relations)
Georgetown University 1989 — 1993
Bachelor of Arts, Economics and Political Science; International Finance, International Relations, and Statistics
Google June 2015 - Present
Bank of America Merrill Lynch September 2013 - May 2015
Contratan.do March 2011 - March 2014
Bank of America June 2011 - September 2013
Bank of America June 2010 - June 2011
Eaton Aerospace May 2009 - August 2009
Booz Allen Hamilton July 2006 - August 2008
US Army Night Vision & Electronic Sensors Directorate March 2003 - June 2006
Skills
Product Management, Operations Management, Technology Planning, Business Strategy, Process Improvement, Metrics, Process Engineering, ATM, Process Automation, Strategy, Product Innovation, Quantitative Analytics, Critical Thinking, Change Management, Project Management, R&D, Global E-commerce, E-commerce, Internet Strategy, Mobile Communications, Mobile Technology, Information Technology, IT Management, IT Strategy, Design Thinking, Integration, Program Management, Analysis, Financial Modeling, Cross-functional Team..., Leadership, Risk Management, Start-ups, Management, Analytics, Entrepreneurship, Software Development, ITIL, Mergers & Acquisitions, Banking, Business Process..., Competitive Analysis, Business Analysis, Vendor Management, Business Intelligence, Management Consulting, Project Portfolio..., Strategic Planning, Consulting, Financial Analysis
Education
Georgia Institute of Technology
B.S.
The George Washington University
M.S.
University of Virginia Darden School of Business
MBA
Bank of America Merrill Lynch July 2014 - Present
VBC Capital Group, LLC September 2012 - May 2014
Trebizond Investments, LLC June 2011 - September 2012
Summit Family Aquatic Center January 2008 - January 2012
Skills
Saxophone, Microsoft Office, Financial Analysis, PowerPoint, Finance, Analysis, Financial Accounting
Education
Georgetown University 2010 — 2014
Bachelor of Science , Business Administration, Accounting and Finance, Junior
Trinity College, Oxford University 2012 — 2012
International Finance and Strategic Management
Summit High School 2006 — 2010
Squire Patton Boggs 2017 — Current
Bank of America Merrill Lynch 2012 — 2014
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (J.D.)
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Bank of America Merrill Lynch July 2009 - Present
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Finance
Georgetown University 2002 — 2003
M.A., Economics
University of Pennsylvania - The Wharton School 1996 — 2000
B.S./B.A., Finance, Economics
Colegio Lincoln 1982 — 1995
High school diploma
Bank of America Merrill Lynch September 2007 - Present
Merrill Lynch June 2006 - August 2006
Friedman Billings Ramsey May 2005 - August 2005
US Treasury Department July 2002 - June 2005
Skills
Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Valuation, Derivatives, Bonds, Securities, Due Diligence, Credit Analysis, Finance, Trading, Healthcare Industry, Private Equity, Financial Structuring, Structured Finance, Series 7, Equity Research, Alternative Investments, Structured Products, Financial Markets
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
University of North Carolina at Wilmington 1999 — 2002
BS, Finance
Bank of America Merrill Lynch November 2013 - Present
UBS Investment Bank May 2010 - June 2013
UBS Investment Bank April 2006 - May 2010
Thomas Weisel Partners LLC May 2002 - April 2006
Thomas Weisel Partners LLC October 2000 - May 2002
Skills
Equity Research, Hedge Funds, Equities, Equity Valuation, Bloomberg, Valuation, Investment Banking, Investments, Trading, Finance, Financial Modeling, Capital Markets, Analysis, Alternative Investments, Fixed Income
Education
Georgetown University 1996 — 2000
Bachelor of Arts (BA), Economics
St. John's Preparatory School 1992 — 1996
Saratoga Springs Capital LLC October 2014 - Present
Standard & Poor's March 2013 - September 2014
Bank of America Merrill Lynch June 2010 - February 2013
Moody's Investors Service April 2008 - June 2010
Moody's September 2005 - April 2008
Reuters September 2002 - September 2005
Skills
Microsoft Excel, Visual Basic, Access, Microsoft Word, PowerPoint, Visio, SAS, R, C programming, Java, Bloomberg, Residential Mortgages, Analysis, Financial Modeling, Financial Analysis, Finance, CMBS, Structured Products, C, Fixed Income, Process Improvement, Valuation
Education
Georgia Institute of Technology 1998 — 2002
Bachelor of Science in Management
New York University 2003 — 2005
School of Professional Studies
Hudson County Community College 2005 — 2005
Continuing Education
Bank of America February 2015 - Present
Bank of America June 2010 - Present
Bank of America Merrill Lynch October 2008 - June 2010
Merrill Lynch September 2007 - October 2008
Skills
Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Credit Risk
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S., Finance, Management
Demandforce February 2015 - Present
Bank of America Merrill Lynch February 2012 - June 2013
Bank of America Merrill Lynch February 2009 - February 2012
Bank of America July 2008 - February 2009
Moss Adams LLP 2003 - 2006
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Valuation, Fixed Income, Investments, Capital Markets, Portfolio Management, Bloomberg
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Master of Business Administration (MBA)
University of California, Los Angeles 1999 — 2003
BA, International Economics, Accounting Minor
JPMorgan Chase & Co. August 2015 - Present
Barclays June 2012 - March 2015
Discovery Capital Management March 2012 - April 2012
UBS July 2011 - February 2012
Bank of America Merrill Lynch June 2010 - May 2011
Barclays (formerly Lehman Brothers) January 2006 - December 2008
SunTrust Bank July 2005 - December 2005
Northrop Grumman (formerly Aerojet General) February 2000 - April 2002
Cooperative Institute for Research in Environmental Sciences June 1998 - September 1998
Skills
VBA, Numerical Modeling, Derivatives, Options, Bloomberg, Commodities, Equity Derivatives, Swaps, Fixed Income, MATLAB, R
Education
Georgia Institute of Technology 2004 — 2005
MS, Quantitative and Computational Finance
University of Colorado Boulder 1997 — 1999
MS, Applied Mathematics
Massachusetts Institute of Technology 1993 — 1997
BS, Mathematics
Novel Energy Solutions June 2015 - Present
New Energies June 2014 - June 2015
China Greentech Initiative (www.china-greentech.com) June 2013 - August 2013
US EPA June 2009 - June 2012
Georgetown University Center for the Environment October 2008 - May 2010
Bank of America Merrill Lynch January 2009 - May 2009
Society for Human Resource Management June 2008 - August 2008
Office of Senator Joseph Lieberman January 2008 - May 2008
Skills
Analysis, Strategy, Renewable Energy Markets, Microsoft Excel, Leadership, Energy Policy, Renewable Energy, Legislation, Proposal Writing, Market Research, Financial Modeling, Community Outreach, Renewable Energy Systems, Renewable Energy Policy, Energy, Project Finance
Education
Yale School of Forestry and Environmental Studies 2012 — 2014
Master of Environmental Management, Energy and Environment
Yale University 2012 — 2014
Fairfield Prep
Georgetown University
B.A, Political Science and Government
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Bank of America Merrill Lynch June 2015 - Present
Société Générale September 2014 - January 2015
Nomura January 2014 - July 2014
Cadwalader, Wickersham & Taft LLP January 2013 - June 2013
Gide Loyrette Nouel June 2012 - August 2012
Zara Law Offices July 2011 - August 2011
American Red Cross February 2009 - July 2009
Amgen June 2007 - August 2007
Skills
International Relations, Research, Legal Research, Corporate Law, Legal Writing, Finance
Education
New York Law School 2010 — 2013
Juris Doctor
Georgetown University 2005 — 2009
BA, Economics, French
Liceo Scientifico Italiano
Brightstar Corp. July 2013 - Present
The Home Depot March 2013 - July 2013
SunTrust Robinson Humphrey May 2012 - November 2012
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch July 2010 - June 2011
Bank of America Merrill Lynch June 2009 - August 2009
United Indian Student Alliance May 2008 - May 2009
Kubota Tractor Corporation June 2008 - December 2008
Statim Holdings, Inc 2008 - 2008
Sanders Financial Management December 2006 - August 2007
Skills
Fixed Income, Financial Modeling, Finance, Portfolio Management, Data Analysis, Investment Banking, Financial Analysis, Derivatives, Valuation, Bloomberg Terminal, Analysis, Hedge Funds, Access, Bloomberg, Investments, Auditing, Equities, Corporate Finance, Business Analytics, Analytics, Data Analytics, Quantitative Analytics, SQL, Microsoft SQL Server, T-SQL, Process Improvement, Business Analysis, Capital Markets, Microsoft Excel, Project Management
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science, Industrial Engineering, Finance, Accounting
Mariner Investment Group, LLC August 2015 - Present
AMHERST PIERPONT May 2012 - July 2015
Bank of America Merrill Lynch June 2007 - April 2012
Singapore Armed Forces January 2002 - May 2004
Skills
Bonds, Fixed Income, Capital Markets, Rates, Money Market, Trading, Derivatives, Structured Products, Investments, Investment Banking, Interest Rates, Financial Modeling, Credit Derivatives
Education
Georgetown University 2004 — 2007
Bsc
Hirtle, Callaghan & Co. July 2014 - Present
Darden School of Business August 2012 - May 2014
DBL Investors June 2013 - August 2013
Apex Clean Energy January 2013 - May 2013
Bank of America Merrill Lynch July 2007 - July 2012
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
Bachelor's Degree, Political Science and Government
Bank of America Merrill Lynch October 2010 - Present
Skills
Fixed Income, Risk Management, Project Management, Data Analysis, Derivatives, Process Improvement, Six Sigma, Program Management, Software Documentation
Education
Georgia Institute of Technology
B.S.
Beachhead Capital Management, LLC July 2012 - Present
Bank of America Merrill Lynch September 2011 - June 2012
Olympia Capital Management March 2006 - September 2011
RiskMetrics Group 2004 - 2006
JP Morgan Chase 2001 - 2003
Credit Suisse 1997 - 1999
Credit Suisse 1997 - 1999
Skills
Alternative Investments, Hedge Funds
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
Bachelor's degree, Economics
Bank of America Merrill Lynch September 2013 - February 2015
Wells Fargo October 2012 - January 2013
Wells Fargo May 2010 - October 2012
Wells Fargo Bank January 2009 - May 2010
Skills
Investment Banking, Derivatives, Credit Derivatives, Microsoft Excel, Equities, Fixed Income, Securities, Debt & Equity Financing, Risk Management, Retirement Planning, Financial Analysis, Financial Services, Wealth Management
Education
University of Massachusetts, Amherst 2010 — 2013
Master of Business Administration (M.B.A.), Business- 4.0 GPA
Georgetown University 2004 — 2008
Bachelors of Science in Foreign Service, International Political Economy
Bank of America Merrill Lynch April 2004 - Present
Fleet Bank September 1996 - March 2004
NatWest Bank September 1993 - August 1996
Education
Georgetown University - The McDonough School of Business 1990 — 1993
The LBA Group January 2014 - April 2014
Bank of America Merrill Lynch November 2013 - January 2014
Skills
IFRS, GAAP, Financial Reporting, Finance, Accounting
Education
University of North Florida 2011 — 2013
Masters of Accountancy
Georgia College and State University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
The Blackstone Group December 2013 - Present
The Blackstone Group June 2010 - December 2013
Bank of America Merrill Lynch January 2009 - October 2010
Merrill Lynch August 2004 - December 2008
PwC September 1999 - July 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Accounting, Finance, Management
Georgetown University 1995 — 1999
BS, Finance
Regis High School 1991 — 1995
Zurich North America March 2015 - Present
PwC October 2013 - February 2015
Frontier Strategy Group May 2012 - August 2012
Bank of America Merrill Lynch February 2008 - August 2011
Skills
Latin America, Economics, Emerging Markets, Spanish, Policy Analysis, International..., Public Speaking, Foreign Policy, Stata, International Economics, International Trade, International Relations, Research, Macroeconomics, Economic Development, Econometrics, Public Policy
Education
Georgetown University 2011 — 2013
Trinity College-Hartford 2002 — 2006
BS, Economics
All Hallows High School
Bank of America Merrill Lynch December 2014 - Present
Bank of America July 2013 - November 2014
Financial Industry Regulatory Authority September 2008 - June 2013
NYSE Euronext June 2008 - August 2008
Citi June 2006 - August 2006
Education
Georgetown University 2004 — 2008
BS, Finance
Brown Advisory June 2013 - Present
NEPC May 2012 - August 2012
Bank of America Merrill Lynch January 2011 - July 2011
Bank of America February 2007 - January 2011
Skills
Financial Analysis, Financial Modeling, Equities, Marketing Strategy, Investments, Fixed Income, Due Diligence
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Georgetown University 2004 — 2006
M.A.L.S., International Affairs
University of Virginia 2000 — 2004
B.A., History
Landon
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch June 2010 - January 2012
Sapient Corp 2006 - 2007
Skills
Capital Markets, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Options, Trading, Valuation, Analysis, Business Strategy, Finance, Management Consulting
Education
Georgetown University - The McDonough School of Business 2008 — 2010
Master of Business Administration (MBA), Finance
Guru Gobind Singh Indraprastha University 2002 — 2006
BTech, Computer Science & Engineering
NASDAQ October 2014 - July 2015
NASDAQ July 2011 - October 2014
Bank of America Merrill Lynch July 2009 - June 2011
Georgetown University September 2005 - December 2008
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Business Strategy, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investments, M&A experience, Finance, Corporate Development, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2008
BSBA, Finance, Accounting
Bechtel Infrastructure June 2015 - Present
Bechtel Infrastructure Corporation October 2014 - June 2015
Bechtel Group Inc. September 2013 - October 2014
Bechtel Power Corporation March 2012 - September 2013
Bank of America Merrill Lynch April 2004 - March 2012
Banc of America Securities 2004 - December 2008
Morgan Stanley 1994 - 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Bloomberg, Derivatives, Financial Structuring, Structured Finance, Risk Management, Finance, Portfolio Management, Equities, Corporate Development, M&A experience, Management, Emerging Markets, Securities
Education
Harvard Business School 1989 — 1991
MBA, General Management
Georgetown University 1983 — 1987
B.S., Finance & Philosophy, Magna cum Laude
Bank of America Merrill Lynch September 1994 - Present
Skills
Banking, Financial Services, Leadership, Finance, Strategy
Education
Georgetown University
Master's degree in International Business & Finance, McDonough School of Business
Georgetown University
Bachelor’s Degree, College of Arts & Sciences
RBC Capital Markets April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
RBC Capital Markets June 2010 - August 2010
PwC August 2005 - July 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Financial Reporting, Accounting, Bloomberg, Internal Controls, Financial Accounting, Business Valuation, Investment Banking, US GAAP, Mergers
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Corporate Finance, Management
Georgetown University - The McDonough School of Business 2002 — 2005
BBA, Finance, Accounting
General Mills January 2015 - Present
General Mills July 2013 - September 2014
General Mills July 2012 - July 2013
General Mills May 2011 - August 2011
Bank of America Merrill Lynch July 2006 - April 2010
Skills
Strategy, Business Strategy, Marketing Strategy, Cross-functional Team..., Competitive Analysis, Financial Modeling, Market Research, Emerging Markets, Customer Insight, Financial Analysis, Marketing, Leadership, Analytics, Management Consulting, Management, Product Management, Consumer Products, Business Development
Education
Harvard Business School 2010 — 2012
MBA
Georgetown University 2002 — 2006
BSBA, Finance and International Business
Colorado Cancer Care May 2013 - Present
Baker Tilly Search & Staffing January 2013 - May 2013
Bank of America Merrill Lynch June 2007 - January 2013
Colorado Blood and Cancer Care April 1999 - December 2012
Fannie Mae April 2006 - March 2007
Ameriprise Financial Services, Inc. October 2003 - June 2005
Institute of International Education October 2001 - October 2003
webfamilies.com June 2000 - March 2001
Wells Fargo May 1998 - August 2000
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Finance, Recruiting, Accounting, Executive Search, Customer Service, Market Research, Treasury Management, Financial Analysis, Temporary Placement, Cash Management, Financial Modeling, Financial Services, Risk Management, Corporate Finance, Capital Markets, Financial Risk, Valuation, Permanent Placement
Education
Georgetown University - The McDonough School of Business 2005 — 2007
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 1997 — 2001
Bachelor of Science (BS), Accounting and Finance; Marketing
LLR Partners January 2015 - Present
LLR Partners December 2012 - December 2014
LLR Partners September 2011 - December 2012
Bank of America Merrill Lynch July 2010 - August 2011
Skills
Private Equity, Venture Capital, Financial Modeling, Due Diligence, Growth Capital, Capital Markets, Software, Technology, Middle Market, Consumer, Education, Mergers & Acquisitions, Buyouts, DCF
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Loomis Chaffee 2003 — 2006
Bank of America Merrill Lynch May 2006 - Present
Skills
Real Estate, Team Building, Commercial Real Estate, Investments, Risk Management, Project Management, Portfolio Management, Asset Managment, Leadership, Business Strategy, Asset Management, Private Equity, Negotiation, New Business Development, Contract Negotiation, Banking, Commercial Lending, Credit, Financial Analysis, Due Diligence, Business Planning, Mergers & Acquisitions, Finance, Business Development, Executive Management, Valuation, Financial Modeling, Commercial Banking
Education
Georgetown University
University of Chicago
Master of Business Administration (MBA)
Bank of America Merrill Lynch July 2011 - Present
Blackstreet Capital Management June 2010 - August 2010
American Capital February 2010 - May 2010
Education
Georgetown University 2007 — 2011
BS, Finance, Accounting
UNSW Australia
Study Abroad, Fall 2009
Bank of America Merrill Lynch July 2010 - Present
Skills
Trading, Portfolio Management, Counterparty Risk, Fixed Income, Valuation, Series 7, Financial Analysis
Education
Georgetown University 2006 — 2010
International Economics, Honors Certificate in International Business Diplomacy
Bank of America Merrill Lynch October 2008 - Present
Citi 2000 - 2008
Merrill Lynch 1997 - 1999
The MONY Group 1985 - 1987
Skills
Investment Banking, Capital Markets, Valuation, Fixed Income, Equities, Corporate Finance, Securities, Financial Structuring, Financial Modeling, Corporate Development, Management
Education
Tuck School of Business at Dartmouth 1991 — 1993
MBA
Georgetown University 1981 — 1985
AB, History and English
kgb August 2015 - Present
kgb 2013 - August 2015
Transurban 2013 - 2013
EMI Music Publishing 2011 - 2012
Bank of America Merrill Lynch July 2009 - January 2011
Macquarie Group 2011 - 2011
Merrill Lynch June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Analysis, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Due Diligence, Corporate Finance, Mergers & Acquisitions, Capital Markets, Financial Planning, Investments
Education
Georgetown University 2005 — 2009
BSBA, Finance, Accounting
Goldman Sachs July 2015 - Present
Roumell Asset Management May 2015 - June 2015
Rock Creek Partners February 2015 - April 2015
Stilwell Group September 2014 - December 2014
Goldman Sachs June 2014 - August 2014
Bank of America Merrill Lynch February 2013 - May 2013
US Army April 2011 - January 2013
Education
Georgetown University 2008 — 2015
Bachelor’s Degree, International Politics
Daewon Foreign Language High School 2006 — 2008
Claremont Fan Court School
Friedman LLP November 2013 - Present
Prospect Asset Management January 2012 - March 2012
Bank of America Merrill Lynch December 2011 - December 2011
WR Capital Management May 2010 - August 2010
Skills
Financial Analysis, Asset Allocation, Investments, Microsoft Excel, Investor Relations, Equities, Portfolio Management, Hedge Funds, Information Risk, Japanese, Intellectual Property, Problem Solving, Valuation, Bloomberg, Equity Research, Financial Modeling, Japanese business..., Team Leadership, Asset Managment, Japanese market, Investment Banking
Education
Georgetown University 2009 — 2013
Japanese and Accounting
慶応義塾大学 / Keio University
Japanese
University of New South Wales
Japanese and Business
Bank of America Merrill Lynch 2008 - 2010
Education
Georgetown University
Bank of America Merrill Lynch 1994 - Present
IBM 1991 - 1994
Education
Georgetown University
BA, College of Arts & Sciences
Georgetown University - The McDonough School of Business
MBA, International Business, Marketing & Finance
Bank of America Merrill Lynch August 2008 - Present
Credit Suisse March 2004 - February 2008
Associated Bank June 2003 - March 2004
Skills
Series 7, Fixed Income, Portfolio Management, Capital Markets, Investment Banking, Derivatives, Series 63, Asset Management
Education
Georgetown University 1996 — 2000
Bachelor's degree, International Business
Saint Louis Country Day School 1988 — 1996
Bank of America Merrill Lynch AVP Corp. Loan Review OfficerPNCFebruary 1989 - May 1998
Education
Rutgers Business School 1981 — 1983
MBA, Finance, Marketing, Econometrics
Georgetown University 1976 — 1979
BA, Honors English, Political Science
Gramercy Property Trust July 2014 - Present
Work From Om February 2014 - Present
Six Spoke Media July 2013 - June 2014
Bank of America Merrill Lynch July 2011 - June 2013
Yoga to the People 2013 - 2013
Georgetown University October 2008 - May 2011
Georgetown University Alumni & Student Federal Credit Union March 2010 - March 2011
Bank of America Merrill Lynch June 2010 - August 2010
Georgetown University Alumni & Student Federal Credit Union March 2009 - March 2010
Georgetown University October 2007 - October 2008
Skills
Valuation, Financial Modeling, Due Diligence, Finance, Investment Banking, Mergers & Acquisitions, Analysis, Risk Management, Credit, Financial Services, Loans, Accounting, Microsoft Excel, PowerPoint, Leveraged Finance, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, International Business & Spanish
Yoga to the People NYC Teacher Training Program
200 HR RYT Yoga Instructor, Vinyasa Yoga
Universitat Pompeu Fabra 2008 — 2008
Study Abroad
Bank of America Merrill Lynch August 2006 - Present
Skills
Wealth Management, Financial Analysis, Financial Services, Series 7
Education
Georgetown University 2004 — 2006
Master of Business Administration (MBA)
University of Florida 1998 — 2002
Bachelor of Science (BSc), Finance
Bank of America Merrill Lynch June 2013 - August 2013
Lindsay Goldberg 2009 - 2012
Lindsay Goldberg 2006 - 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting
Education
UCLA Anderson School of Management 2012 — 2014
Georgetown University 2002 — 2006
Finance & Accounting
Bank of America Merrill Lynch June 2015 - August 2015
Interbank June 2013 - July 2013
Education
Georgetown University 2012 — 2016