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
David Woodstrom David Woodstrom's Bank of America Merrill Lynch Experience March 2004 - December 2010
Job Vice President at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase July 2013 - Present
Paragon Solutions February 2011 - July 2013
Bank of America Merrill Lynch March 2004 - December 2010
Woodborne, Inc., Houston, Texas October 2002 - March 2004
Software Architects June 2002 - October 2002
Enron February 2001 - June 2002
Landmark Graphics January 2000 - February 2001
SIG Consulting February 1997 - December 1999
US Navy October 1988 - December 1993
Education
LeTourneau University 1998 — 2001
BBM
JPMorgan Chase July 2013 - Present
Paragon Solutions February 2011 - July 2013
Bank of America Merrill Lynch March 2004 - December 2010
Woodborne, Inc., Houston, Texas October 2002 - March 2004
Software Architects June 2002 - October 2002
Enron February 2001 - June 2002
Landmark Graphics January 2000 - February 2001
SIG Consulting February 1997 - December 1999
US Navy October 1988 - December 1993
Education
LeTourneau University 1998 — 2001
BBM
Emily Jiang Emily Jiang's Bank of America Merrill Lynch Experience August 2014 - Present
Job Student at Lehigh University & Incoming MBS Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Lehigh University August 2011 - Present
Merrill Lynch June 2014 - August 2014
JPMorgan Chase June 2013 - July 2013
American Apparel May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Event Planning, Photoshop, C++, English, Mandarin
Education
Lehigh University 2011 — 2015
Bachelor of Science (BSc), Finance and Business Information Systems
Hunter College High School 2006 — 2011
Bank of America Merrill Lynch August 2014 - Present
Lehigh University August 2011 - Present
Merrill Lynch June 2014 - August 2014
JPMorgan Chase June 2013 - July 2013
American Apparel May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Event Planning, Photoshop, C++, English, Mandarin
Education
Lehigh University 2011 — 2015
Bachelor of Science (BSc), Finance and Business Information Systems
Hunter College High School 2006 — 2011
Arie Moyer Arie Moyer's Bank of America Merrill Lynch Experience July 2015 - Present
Job CMBS Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Seifried and Brew LLC September 2013 - January 2014
Dempsey Development and Brokerage May 2013 - August 2013
Skills
Java, C#, R, Statistics, Financial Modeling, Financial Statement..., Finance, Bloomberg Terminal, Game Development, Research, Trading, Valuation
Education
Lehigh University 2011 — 2015
Bachelor of Science (BS), Finance and Statistics
Reading High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Seifried and Brew LLC September 2013 - January 2014
Dempsey Development and Brokerage May 2013 - August 2013
Skills
Java, C#, R, Statistics, Financial Modeling, Financial Statement..., Finance, Bloomberg Terminal, Game Development, Research, Trading, Valuation
Education
Lehigh University 2011 — 2015
Bachelor of Science (BS), Finance and Statistics
Reading High School 2007 — 2011
Chunyue Charlie Li Chunyue Charlie Li's Bank of America Merrill Lynch Experience October 2014 - Present
Job Application Support Analyst at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch October 2014 - Present
FDM Group July 2014 - October 2014
Lehigh University August 2012 - May 2014
Lehigh University August 2011 - May 2014
Voith GmbH May 2013 - August 2013
Skills
Microsoft Excel, SDLC, Scrum, PowerPoint, Teamwork, Microsoft Word, Business Analysis, ITIL, Customer Service, Social Networking, Visio, MS Project, Research, Leadership, Team Leadership, SQL, Project Management, Social Media Marketing, Lean Thinking, Agile & Waterfall..., Unix
Education
Lehigh University 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Canterbury School 2007 — 2010
High School, General High School Courses
Bank of America Merrill Lynch October 2014 - Present
FDM Group July 2014 - October 2014
Lehigh University August 2012 - May 2014
Lehigh University August 2011 - May 2014
Voith GmbH May 2013 - August 2013
Skills
Microsoft Excel, SDLC, Scrum, PowerPoint, Teamwork, Microsoft Word, Business Analysis, ITIL, Customer Service, Social Networking, Visio, MS Project, Research, Leadership, Team Leadership, SQL, Project Management, Social Media Marketing, Lean Thinking, Agile & Waterfall..., Unix
Education
Lehigh University 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Canterbury School 2007 — 2010
High School, General High School Courses
Jose Castellanos Jose Castellanos's Bank of America Merrill Lynch Experience June 2011 - Present
Job Technical Business Analyst at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2011 - Present
Publishers Clearing House 2014 - 2015
Publishers Clearing House 2014 - 2015
Accenture Technology Solutions September 2010 - June 2011
Accenture 2010 - 2010
Neuberger Berman 1991 - 2008
Lehman Brothers 1991 - 2008
Skills
SDLC, Fixed Income, Equities, Trading Systems, Business Analysis, Software Project..., Market Data, Integration, Vendor Management, Requirements Analysis, Capital Markets, Business Intelligence
Education
City University of New York-Queens College 1989 — 1991
Laguardia Community College
Associate of Science (A.S.), Computer Science
Bank of America Merrill Lynch June 2011 - Present
Publishers Clearing House 2014 - 2015
Publishers Clearing House 2014 - 2015
Accenture Technology Solutions September 2010 - June 2011
Accenture 2010 - 2010
Neuberger Berman 1991 - 2008
Lehman Brothers 1991 - 2008
Skills
SDLC, Fixed Income, Equities, Trading Systems, Business Analysis, Software Project..., Market Data, Integration, Vendor Management, Requirements Analysis, Capital Markets, Business Intelligence
Education
City University of New York-Queens College 1989 — 1991
Laguardia Community College
Associate of Science (A.S.), Computer Science
Matthew Jacobs Matthew Jacobs's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Dreyfus Portfolio May 2013 - May 2014
Thompson International Portfolio January 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Rights Portfolio March 2012 - May 2013
Barclays Capital Inc. January 2013 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Equity Research, Investment Banking, Investments, Equities, Portfolio Management, Financial Modeling, Mergers, Valuation
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance
Scarsdale High School 2007 — 2010
Bank of America Merrill Lynch July 2014 - Present
Dreyfus Portfolio May 2013 - May 2014
Thompson International Portfolio January 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Rights Portfolio March 2012 - May 2013
Barclays Capital Inc. January 2013 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Equity Research, Investment Banking, Investments, Equities, Portfolio Management, Financial Modeling, Mergers, Valuation
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance
Scarsdale High School 2007 — 2010
Millicent Anglin Millicent Anglin's Bank of America Merrill Lynch Experience 2010 - 2012
Job Founder at Gap Year Press
Industry Media Production
Experience
Gap Year Press 2013 - Present
Stanford University 2014 - 2015
Bank of America Merrill Lynch 2010 - 2012
Affordable Housing Associates 2008 - 2010
National Equity Fund 2003 - 2006
J.P. Morgan Asset Management 2000 - 2003
Skills
Affordable Housing, Real Estate, Real Estate Development, Asset Managment, Real Estate Economics, Investment Properties, Investments, Due Diligence, Business Planning, Asset Management, Entrepreneurship, Portfolio Management, Management, Commercial Real Estate, Valuation, Venture Capital, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
Master of Business Administration (MBA)
London Business School 2007 — 2007
MBA Exchange Program
New York University 1996 — 2000
BA, Economics and Computer Science
Gap Year Press 2013 - Present
Stanford University 2014 - 2015
Bank of America Merrill Lynch 2010 - 2012
Affordable Housing Associates 2008 - 2010
National Equity Fund 2003 - 2006
J.P. Morgan Asset Management 2000 - 2003
Skills
Affordable Housing, Real Estate, Real Estate Development, Asset Managment, Real Estate Economics, Investment Properties, Investments, Due Diligence, Business Planning, Asset Management, Entrepreneurship, Portfolio Management, Management, Commercial Real Estate, Valuation, Venture Capital, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
Master of Business Administration (MBA)
London Business School 2007 — 2007
MBA Exchange Program
New York University 1996 — 2000
BA, Economics and Computer Science
Amro Awwad Amro Awwad's Bank of America Merrill Lynch Experience September 2012 - Present
Job Trader Support Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2012 - Present
Bank of America Merrill Lynch December 2009 - November 2012
Ayah Inc. September 2007 - May 2009
Bank of America October 2006 - August 2007
Skills
Account Reconciliation, Derivatives, Financial Analysis, Corporate Finance, Banking, Financial Reporting, Credit, Accounting, General Ledger, Internal Controls, Valuation, Risk Management, Finance, Hedge Funds, Financial Statements, Project Management
Education
Lewis University 2008 — 2009
Masters of Business Administration, MBA
The University of Texas at Dallas 2004 — 2006
Bachelors of Science, Finance
Bank of America Merrill Lynch September 2012 - Present
Bank of America Merrill Lynch December 2009 - November 2012
Ayah Inc. September 2007 - May 2009
Bank of America October 2006 - August 2007
Skills
Account Reconciliation, Derivatives, Financial Analysis, Corporate Finance, Banking, Financial Reporting, Credit, Accounting, General Ledger, Internal Controls, Valuation, Risk Management, Finance, Hedge Funds, Financial Statements, Project Management
Education
Lewis University 2008 — 2009
Masters of Business Administration, MBA
The University of Texas at Dallas 2004 — 2006
Bachelors of Science, Finance
Adriano Medina, CAMS Adriano Medina, CAMS's Bank of America Merrill Lynch Experience September 2009 - October 2009
Job AntiMoney Laundering: Enhanced Due Diligence Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Yvanna Pérez Morel Yvanna Pérez Morel's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Mesoamerica Investments August 2013 - September 2013
Bank of America Merrill Lynch June 2013 - August 2013
Valumonics - Investment Banking / Transaction Advisory Services January 2010 - June 2012
BetaMetrix August 2007 - January 2010
Skills
Economics, Financial Modeling, Corporate Finance, Business Valuation, M&A experience, Due Diligence, Business Strategy, Latin American markets, Investment Banking, Corporate Governance, Private Equity, Portfolio Management, Family Mediation, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2014
International Master of Business Administration (IMBA), Entrepreneurship, Finance, International Business, and Strategy
London Business School 2014 — 2014
Master of Business Administration (MBA), International Exchange Program (International Business, Finance and Strategy)
Pontificia Universidad Católica Madre y Maestra 2005 — 2009
B.A., Economics, 4.0
Bank of America Merrill Lynch July 2014 - Present
Mesoamerica Investments August 2013 - September 2013
Bank of America Merrill Lynch June 2013 - August 2013
Valumonics - Investment Banking / Transaction Advisory Services January 2010 - June 2012
BetaMetrix August 2007 - January 2010
Skills
Economics, Financial Modeling, Corporate Finance, Business Valuation, M&A experience, Due Diligence, Business Strategy, Latin American markets, Investment Banking, Corporate Governance, Private Equity, Portfolio Management, Family Mediation, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2014
International Master of Business Administration (IMBA), Entrepreneurship, Finance, International Business, and Strategy
London Business School 2014 — 2014
Master of Business Administration (MBA), International Exchange Program (International Business, Finance and Strategy)
Pontificia Universidad Católica Madre y Maestra 2005 — 2009
B.A., Economics, 4.0
Ram Venkatachalam Ram Venkatachalam's Bank of America Merrill Lynch Experience June 2015 - Present
Job Technology Mergers and Acquisitions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
BMO Capital Markets July 2013 - May 2015
Jefferies & Company June 2012 - August 2012
Whirlpool Corporation June 2007 - May 2012
General Electric January 2005 - December 2005
Skills
Product Development, Six Sigma, Business Valuation, Corporate Finance, Mergers & Acquisitions, Electronics, Electrical Engineering, Cross-functional Team..., Product Management, Engineering Management, Product Design, Project Management, Process Improvement, Competitive Analysis, Systems Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Concentrations: Finance, Accounting and Entrepreneurship
London Business School 2013 — 2013
Master of Business Administration (MBA)
Michigan State University 2003 — 2007
Bachelor of Science, Electrical Engineering
Bank of America Merrill Lynch June 2015 - Present
BMO Capital Markets July 2013 - May 2015
Jefferies & Company June 2012 - August 2012
Whirlpool Corporation June 2007 - May 2012
General Electric January 2005 - December 2005
Skills
Product Development, Six Sigma, Business Valuation, Corporate Finance, Mergers & Acquisitions, Electronics, Electrical Engineering, Cross-functional Team..., Product Management, Engineering Management, Product Design, Project Management, Process Improvement, Competitive Analysis, Systems Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Concentrations: Finance, Accounting and Entrepreneurship
London Business School 2013 — 2013
Master of Business Administration (MBA)
Michigan State University 2003 — 2007
Bachelor of Science, Electrical Engineering
Amy Peden Hakim Amy Peden Hakim's Bank of America Merrill Lynch Experience 1997 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 1997 - Present
Bank of America 2004 - 2009
FleetBoston Financial 1997 - 2004
First Union National Bank 1996 - 1997
Skills
Capital Markets, Corporate Finance, Risk Management, Treasury Services, Credit Risk, Credit Analysis, Sales, Fixed Income
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Economics/Business
Bank of America Merrill Lynch 1997 - Present
Bank of America 2004 - 2009
FleetBoston Financial 1997 - 2004
First Union National Bank 1996 - 1997
Skills
Capital Markets, Corporate Finance, Risk Management, Treasury Services, Credit Risk, Credit Analysis, Sales, Fixed Income
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Economics/Business
Thomas McLaughlin's Bank of America Merrill Lynch Experience July 2011 - September 2012
Job Restructuring & Turnarounds
Industry Investment Banking
Experience
Alvarez & Marsal 2012 - 2013
Bank of America Merrill Lynch July 2011 - September 2012
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch December 2009 - January 2010
Discovery Communications May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Valuation, Analysis, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Mergers, Fixed Income, Portfolio Management, Bloomberg, Microsoft Office, Financial Structuring, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance and Accounting
Alvarez & Marsal 2012 - 2013
Bank of America Merrill Lynch July 2011 - September 2012
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch December 2009 - January 2010
Discovery Communications May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Valuation, Analysis, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Mergers, Fixed Income, Portfolio Management, Bloomberg, Microsoft Office, Financial Structuring, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance and Accounting
Daniel Lisowski Daniel Lisowski's Bank of America Merrill Lynch Experience July 2014 - August 2015
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Lehigh University Dreyfus Portfolio January 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Lehigh University Investment Management Group August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
PwC June 2012 - June 2012
Dunn Global Trading Ltd. May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Financial Modeling, Valuation, Capital Markets, ThomsonOne, CQG, Financial Analysis, Financial Accounting, Corporate Finance, DCF Valuation, Series 79
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor's of Science, Finance and Accounting
Lazard August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Lehigh University Dreyfus Portfolio January 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Lehigh University Investment Management Group August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
PwC June 2012 - June 2012
Dunn Global Trading Ltd. May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Financial Modeling, Valuation, Capital Markets, ThomsonOne, CQG, Financial Analysis, Financial Accounting, Corporate Finance, DCF Valuation, Series 79
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor's of Science, Finance and Accounting
Alexander Stolpovsky Alexander Stolpovsky's Bank of America Merrill Lynch Experience December 2009 - April 2011
Job VP, Front Office Developer at Bank of America
Industry Banking
Experience
Bank of America August 2013 - Present
Cantor Fitzgerald November 2012 - Present
Interactive Data April 2011 - November 2012
Bank of America Merrill Lynch December 2009 - April 2011
JP Morgan Chase October 2005 - December 2009
Brookhaven National Laboratory 2002 - 2005
Skills
Monte Carlo Simulation, Market Risk, SAS, Fixed Income, Derivatives, Credit Risk, Data Analysis, C++, Quantitative Finance, SQL, Risk Management, Statistics, Analytics, Business Analysis, Financial Risk
Education
New York University 2011 — 2014
Mathematics in Finance
Wayne State University 1999 — 2005
Ph.D., Nuclear Physics
Lomonosov Moscow State University (MSU) 1995 — 1999
BS, Physics
Протвинский Лицей 1991 — 1995
High school diploma
Bank of America August 2013 - Present
Cantor Fitzgerald November 2012 - Present
Interactive Data April 2011 - November 2012
Bank of America Merrill Lynch December 2009 - April 2011
JP Morgan Chase October 2005 - December 2009
Brookhaven National Laboratory 2002 - 2005
Skills
Monte Carlo Simulation, Market Risk, SAS, Fixed Income, Derivatives, Credit Risk, Data Analysis, C++, Quantitative Finance, SQL, Risk Management, Statistics, Analytics, Business Analysis, Financial Risk
Education
New York University 2011 — 2014
Mathematics in Finance
Wayne State University 1999 — 2005
Ph.D., Nuclear Physics
Lomonosov Moscow State University (MSU) 1995 — 1999
BS, Physics
Протвинский Лицей 1991 — 1995
High school diploma
Jason Passafuime Jason Passafuime's Bank of America Merrill Lynch Experience September 2014 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - September 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Investment Banking, Series 7, Bloomberg Terminal, Valuation, Capital Markets, Investments, Microsoft Office, PowerPoint, Microsoft Word, Finance, Research
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Morgan Stanley August 2015 - Present
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - September 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Investment Banking, Series 7, Bloomberg Terminal, Valuation, Capital Markets, Investments, Microsoft Office, PowerPoint, Microsoft Word, Finance, Research
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Travis R.V. Ball Travis R.V. Ball's Bank of America Merrill Lynch Experience August 2014 - Present
Job AVP, International Product Specailist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America March 2011 - August 2014
Bank of America October 2004 - March 2011
Bank of America October 2005 - February 2006
Furniture Row Companies March 2001 - September 2005
Skills
International Treasury..., Cash Management, Banking, Commercial Banking, Portfolio Management, Treasury Management, Risk Management, Retail Banking, Loans, Financial Risk, Credit Cards, Credit, Finance, Relationship Management, Microsoft Excel, Credit Analysis, Credit Risk, Payments, Financial Services, Financial Analysis, Mortgage Lending, Commercial Lending, Lines Of Credit, Wealth Management, Cash Flow, Commercial Cards, Electronic Payments, SWIFT payments, Merchant Services, Leadership
Education
University of Phoenix
Lansing Community College 2001 — 2003
Bank of America Merrill Lynch August 2014 - Present
Bank of America March 2011 - August 2014
Bank of America October 2004 - March 2011
Bank of America October 2005 - February 2006
Furniture Row Companies March 2001 - September 2005
Skills
International Treasury..., Cash Management, Banking, Commercial Banking, Portfolio Management, Treasury Management, Risk Management, Retail Banking, Loans, Financial Risk, Credit Cards, Credit, Finance, Relationship Management, Microsoft Excel, Credit Analysis, Credit Risk, Payments, Financial Services, Financial Analysis, Mortgage Lending, Commercial Lending, Lines Of Credit, Wealth Management, Cash Flow, Commercial Cards, Electronic Payments, SWIFT payments, Merchant Services, Leadership
Education
University of Phoenix
Lansing Community College 2001 — 2003
Corey Hobbs Corey Hobbs's Bank of America Merrill Lynch Experience October 2014 - Present
Job Operations Analyst Markets
Industry Investment Banking
Experience
Bank of America Merrill Lynch October 2014 - Present
Barclays February 2013 - Present
Dean and Draper Insurance Agency LP September 2010 - January 2013
Hobbs Insurance February 2004 - August 2010
Duke Energy Field Services July 2001 - December 2003
Southern Company 1998 - 1999
Skills
Contract Negotiation, Contract Management, Contractual Agreements, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, General Insurance, Inland Marine, Marine Insurance, Professional Liability, Risk Management, Analysis, Negotiation, Sales
Education
LeTourneau University 1996 — 1998
Bachelor of Science (BS), Business Management
Bank of America Merrill Lynch October 2014 - Present
Barclays February 2013 - Present
Dean and Draper Insurance Agency LP September 2010 - January 2013
Hobbs Insurance February 2004 - August 2010
Duke Energy Field Services July 2001 - December 2003
Southern Company 1998 - 1999
Skills
Contract Negotiation, Contract Management, Contractual Agreements, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, General Insurance, Inland Marine, Marine Insurance, Professional Liability, Risk Management, Analysis, Negotiation, Sales
Education
LeTourneau University 1996 — 1998
Bachelor of Science (BS), Business Management
Kevin Giuffrida Kevin Giuffrida's Bank of America Merrill Lynch Experience October 2005 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2005 - Present
Bank of Montreal January 1993 - October 2005
Shearson Lehman Brothers September 1989 - January 1993
Skills
s, Series 4,7,24,27,63, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Investments, Investment Banking, Series 24, Investment Advisory, Derivatives, Mutual Funds, Series 63, Fixed Income, Accounts Payable, Financial Services, Risk Management, Securities, Banking, Equities, Series 7
Education
Long Island University, Brooklyn Campus 1994 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stony Brook University 1984 — 1988
Bachelor's degree, Economics
Bank of America Merrill Lynch October 2005 - Present
Bank of Montreal January 1993 - October 2005
Shearson Lehman Brothers September 1989 - January 1993
Skills
s, Series 4,7,24,27,63, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Investments, Investment Banking, Series 24, Investment Advisory, Derivatives, Mutual Funds, Series 63, Fixed Income, Accounts Payable, Financial Services, Risk Management, Securities, Banking, Equities, Series 7
Education
Long Island University, Brooklyn Campus 1994 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stony Brook University 1984 — 1988
Bachelor's degree, Economics
Stuart Goodpasture Stuart Goodpasture's Bank of America Merrill Lynch Experience 2008 - 2011
Job Senior Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. 2012 - Present
Bank of America Merrill Lynch 2008 - 2011
LaSalle Bank Corporation October 1994 - 2008
U.S. Department of Justice 1991 - 1993
State of Illinois 1987 - 1991
State of Illinois 1985 - 1987
State of Illinois 1980 - 1985
Skills
Relationship Management, Business Development, Business Strategy, Contract Negotiation, Human Capital Management
Education
Lake Forest Graduate School of Management 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State Police Academy 1980 — 1981
University of Illinois at Chicago 1972 — 1980
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
New Trier High School 1968 — 1972
Wells Fargo Bank, N.A. 2012 - Present
Bank of America Merrill Lynch 2008 - 2011
LaSalle Bank Corporation October 1994 - 2008
U.S. Department of Justice 1991 - 1993
State of Illinois 1987 - 1991
State of Illinois 1985 - 1987
State of Illinois 1980 - 1985
Skills
Relationship Management, Business Development, Business Strategy, Contract Negotiation, Human Capital Management
Education
Lake Forest Graduate School of Management 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State Police Academy 1980 — 1981
University of Illinois at Chicago 1972 — 1980
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
New Trier High School 1968 — 1972
Jessica Camacho Jessica Camacho's Bank of America Merrill Lynch Experience January 2005 - April 2005
Job Group Coordinator at GTA
Industry Executive Office
Experience
Strategic Funding Source May 2014 - October 2014
Ettinger Engineering October 2012 - July 2013
Buro Happold June 2006 - November 2010
LoganTex September 2005 - May 2006
Calyon Bank April 2005 - September 2005
Bank of America Merrill Lynch January 2005 - April 2005
Robert half - office team February 2004 - December 2004
Sibony Publications, Antigua WI September 2003 - January 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Administrative..., Microsoft Word
Education
LIU Post 1998 — 2003
BA, Sociology
LIU Post
Sociology, Sociology
Strategic Funding Source May 2014 - October 2014
Ettinger Engineering October 2012 - July 2013
Buro Happold June 2006 - November 2010
LoganTex September 2005 - May 2006
Calyon Bank April 2005 - September 2005
Bank of America Merrill Lynch January 2005 - April 2005
Robert half - office team February 2004 - December 2004
Sibony Publications, Antigua WI September 2003 - January 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Administrative..., Microsoft Word
Education
LIU Post 1998 — 2003
BA, Sociology
LIU Post
Sociology, Sociology
Adam Koll Adam Koll's Bank of America Merrill Lynch Experience April 2011 - May 2013
Job Trader at Alphadyne Asset Management
Industry Financial Services
Experience
Alphadyne Asset Management May 2013 - Present
Bank of America Merrill Lynch April 2011 - May 2013
Bank of America Merrill Lynch July 2011 - April 2012
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Excel, PowerPoint, Research, Word, Spanish
Education
Lehigh University 2007 — 2011
B.S. Chemistry and B.A. Economics
Alphadyne Asset Management May 2013 - Present
Bank of America Merrill Lynch April 2011 - May 2013
Bank of America Merrill Lynch July 2011 - April 2012
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Excel, PowerPoint, Research, Word, Spanish
Education
Lehigh University 2007 — 2011
B.S. Chemistry and B.A. Economics
Alison Hay Alison Hay's Bank of America Merrill Lynch Experience January 2012 - May 2012
Job Pre/PostNatal Personal Trainer, Pure Barre Teacher, Fitness Blogger
Industry Health, Wellness and Fitness
Experience
Belly-n-Kicks June 2013 - Present
Pure Barre January 2014 - Present
The Fit Chronicles January 2013 - Present
Oceanfront Fitness March 2013 - Present
InFluence Atelier October 2012 - March 2013
lululemon athletica May 2012 - November 2012
Tim Duncan Events May 2012 - October 2012
Bank of America Merrill Lynch January 2012 - May 2012
Bank of America Merrill Lynch July 2008 - January 2012
Skills
Personal Training, ACSM Health Fitness, Health, Fitness, Event Planning, Public Relations, Investor Relations, Visual Merchandising, New Store Openings, Relationship Management, Teamwork, Community, Training, Social Networking, Public Speaking
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance, Psychology
Belly-n-Kicks June 2013 - Present
Pure Barre January 2014 - Present
The Fit Chronicles January 2013 - Present
Oceanfront Fitness March 2013 - Present
InFluence Atelier October 2012 - March 2013
lululemon athletica May 2012 - November 2012
Tim Duncan Events May 2012 - October 2012
Bank of America Merrill Lynch January 2012 - May 2012
Bank of America Merrill Lynch July 2008 - January 2012
Skills
Personal Training, ACSM Health Fitness, Health, Fitness, Event Planning, Public Relations, Investor Relations, Visual Merchandising, New Store Openings, Relationship Management, Teamwork, Community, Training, Social Networking, Public Speaking
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance, Psychology
Rizwan Sadiq, ASA Rizwan Sadiq, ASA's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Director, Investments at The Estée Lauder Companies Inc.
Industry Investment Management
Experience
The Estée Lauder Companies Inc. September 2014 - Present
PepsiCo April 2012 - September 2014
Telsey Advisory Group January 2011 - September 2011
Bank of America Merrill Lynch June 2010 - August 2010
Watson Wyatt Worldwide March 2008 - August 2009
Watson Wyatt Worldwide July 2004 - February 2008
Citigroup June 2003 - July 2003
Skills
Financial Modeling, Pensions, ALM, Investments, Valuation, Investment Strategies, VBA, Actuarial, Financial Analysis, Risk Management, Funding, Risk, Statistics, Asset Management, Hedging, Portfolio Management, Asset Allocation, Actuarial Science, Finance, Capital Markets, Trading, Investment Management, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master, Business Administration
University of Virginia 2000 — 2004
Bachelor of Arts, Economics and Mathematics, GPA 3.8
KIMS
Lahore University of Management Sciences
The Estée Lauder Companies Inc. September 2014 - Present
PepsiCo April 2012 - September 2014
Telsey Advisory Group January 2011 - September 2011
Bank of America Merrill Lynch June 2010 - August 2010
Watson Wyatt Worldwide March 2008 - August 2009
Watson Wyatt Worldwide July 2004 - February 2008
Citigroup June 2003 - July 2003
Skills
Financial Modeling, Pensions, ALM, Investments, Valuation, Investment Strategies, VBA, Actuarial, Financial Analysis, Risk Management, Funding, Risk, Statistics, Asset Management, Hedging, Portfolio Management, Asset Allocation, Actuarial Science, Finance, Capital Markets, Trading, Investment Management, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master, Business Administration
University of Virginia 2000 — 2004
Bachelor of Arts, Economics and Mathematics, GPA 3.8
KIMS
Lahore University of Management Sciences
Katalin Sarkardei Katalin Sarkardei's Bank of America Merrill Lynch Experience March 2013 - Present
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2011 - March 2013
Bank of America Merrill Lynch March 2008 - June 2010
Merrill Lynch & Co. Inc April 2007 - March 2008
All Saints Episcopal Day School October 2006 - March 2007
Sidco Investments, Inc December 2005 - June 2006
The NPD Group July 2005 - December 2005
Merrill Lynch & Co. Inc. May 2002 - July 2002
Hungarian National Savings Bank (OTP Bank) July 1996 - March 1999
Skills
Internet Research, Analysis, Documentation, Vlookup, Pivot Tables, AML, MS Office Suite, Data Analysis, Data Management, Toad, Compass, Business Analysis, KYC, Data Quality, SQL, Microsoft Excel, Online Research, Microsoft Office, Finance, Databases, Business Intelligence
Education
Long Island University, C.W. Post Campus 2003 — 2005
Bachelor of Science, Business Administration
Nassau Community College 2000 — 2003
Associate of Arts and Science, Business Administration
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2011 - March 2013
Bank of America Merrill Lynch March 2008 - June 2010
Merrill Lynch & Co. Inc April 2007 - March 2008
All Saints Episcopal Day School October 2006 - March 2007
Sidco Investments, Inc December 2005 - June 2006
The NPD Group July 2005 - December 2005
Merrill Lynch & Co. Inc. May 2002 - July 2002
Hungarian National Savings Bank (OTP Bank) July 1996 - March 1999
Skills
Internet Research, Analysis, Documentation, Vlookup, Pivot Tables, AML, MS Office Suite, Data Analysis, Data Management, Toad, Compass, Business Analysis, KYC, Data Quality, SQL, Microsoft Excel, Online Research, Microsoft Office, Finance, Databases, Business Intelligence
Education
Long Island University, C.W. Post Campus 2003 — 2005
Bachelor of Science, Business Administration
Nassau Community College 2000 — 2003
Associate of Arts and Science, Business Administration
Mark Farlow Mark Farlow's Bank of America Merrill Lynch Experience June 2015 - Present
Job Consultant at Bank of America Merrill Lynch
Industry Internet
Experience
Bank of America Merrill Lynch June 2015 - Present
York Tech Consulting October 2014 - Present
Tri-State Technology Professionals, Inc. February 2014 - October 2014
National A-1 Internet August 2000 - February 2014
Bank of America Merrill Lynch 2014 - 2014
Bank of America Merrill Lynch 2014 - 2014
National A1 Advertising October 1999 - August 2000
Emax Solution Partners August 1998 - October 1999
First Consulting Group January 1997 - February 1998
Internal Revenue Service September 1989 - January 1997
Skills
Information Architecture, User Interface Design, User Experience, Taxonomy, Market Analysis, Online Marketing, Digital Marketing, Brand Development, SEM, SEO, Google Analytics, Social Media Marketing, Email Marketing, Online Advertising, Social Media, Advertising, Marketing, Google Adwords, PPC, Web Analytics, Marketing Strategy, Project Management, Agile Project Management, E-commerce, Web Development, Web Design, Wordpress, Blogging, CMS, Databases, Digital Media, Content Strategy, Management, Business Management, Leadership, Entrepreneurship, Business Development, Start-ups, Creative Direction, Digital Strategy, Strategic Planning, Event Planning, Photoshop, WordPress
Education
Lincoln Technical Institute-Moorestown 1985 — 1986
Computer Technology Certification, Computer Installation and Repair Technology/Technician
Fr. Judge High School 1976 — 1980
Highschool Diploma, Academics, 3.7 GPA
Bank of America Merrill Lynch June 2015 - Present
York Tech Consulting October 2014 - Present
Tri-State Technology Professionals, Inc. February 2014 - October 2014
National A-1 Internet August 2000 - February 2014
Bank of America Merrill Lynch 2014 - 2014
Bank of America Merrill Lynch 2014 - 2014
National A1 Advertising October 1999 - August 2000
Emax Solution Partners August 1998 - October 1999
First Consulting Group January 1997 - February 1998
Internal Revenue Service September 1989 - January 1997
Skills
Information Architecture, User Interface Design, User Experience, Taxonomy, Market Analysis, Online Marketing, Digital Marketing, Brand Development, SEM, SEO, Google Analytics, Social Media Marketing, Email Marketing, Online Advertising, Social Media, Advertising, Marketing, Google Adwords, PPC, Web Analytics, Marketing Strategy, Project Management, Agile Project Management, E-commerce, Web Development, Web Design, Wordpress, Blogging, CMS, Databases, Digital Media, Content Strategy, Management, Business Management, Leadership, Entrepreneurship, Business Development, Start-ups, Creative Direction, Digital Strategy, Strategic Planning, Event Planning, Photoshop, WordPress
Education
Lincoln Technical Institute-Moorestown 1985 — 1986
Computer Technology Certification, Computer Installation and Repair Technology/Technician
Fr. Judge High School 1976 — 1980
Highschool Diploma, Academics, 3.7 GPA
Patrick Unrath Patrick Unrath's Bank of America Merrill Lynch Experience December 2014 - Present
Job Business Support, Real Estate & Contingency Plan Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch July 2013 - December 2014
Bank of America Merrill Lynch October 2009 - July 2013
The Home Depot January 2003 - October 2009
Merrill Lynch 2007 - 2009
Skills
Series 7, Uniform Combined State..., FINRA, Finance, Wealth Management, Relationship Management, Mutual Funds, Financial Services, Investments, Salesforce.com, Banking, Accounting, Customer Service, Analysis, Equities, Risk Management, Management, Fixed Income, Portfolio Management, Securities, Financial Analysis, Training, Credit
Education
La Salle University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.73
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch July 2013 - December 2014
Bank of America Merrill Lynch October 2009 - July 2013
The Home Depot January 2003 - October 2009
Merrill Lynch 2007 - 2009
Skills
Series 7, Uniform Combined State..., FINRA, Finance, Wealth Management, Relationship Management, Mutual Funds, Financial Services, Investments, Salesforce.com, Banking, Accounting, Customer Service, Analysis, Equities, Risk Management, Management, Fixed Income, Portfolio Management, Securities, Financial Analysis, Training, Credit
Education
La Salle University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.73
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Eric C. McConnell, CFP®, AIF® Eric C. McConnell, CFP®, AIF®'s Bank of America Merrill Lynch Experience February 2004 - April 2004
Job Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2014 - Present
FSC Securities Corporation January 2010 - May 2014
FSC Securities Corporation November 2008 - January 2010
FSC Securities Corporation December 2007 - November 2008
FSC Securities Corporation October 2006 - December 2007
Ameriprise Financial Services, Inc. May 2004 - August 2006
Bank of America Merrill Lynch February 2004 - April 2004
Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program
Lee University 2002 — 2004
BA, Business Administration
Young Harris College 1999 — 2001
AS, Internaitonal Business
Cambridge Investment Research May 2014 - Present
FSC Securities Corporation January 2010 - May 2014
FSC Securities Corporation November 2008 - January 2010
FSC Securities Corporation December 2007 - November 2008
FSC Securities Corporation October 2006 - December 2007
Ameriprise Financial Services, Inc. May 2004 - August 2006
Bank of America Merrill Lynch February 2004 - April 2004
Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program
Lee University 2002 — 2004
BA, Business Administration
Young Harris College 1999 — 2001
AS, Internaitonal Business
Chris Ezbiansky Chris Ezbiansky's Bank of America Merrill Lynch Experience June 2007 - August 2011
Job Managing Director Head of M&A Advisory Americas
Industry Financial Services
Experience
Guy Carpenter October 2011 - Present
Bank of America Merrill Lynch June 2007 - August 2011
Odyssey Re 2005 - 2007
ACE Group 2002 - 2005
Bank of America 1999 - 2002
Goldman Sachs 1989 - 1999
Merrill Lynch 1996 - 1998
Skills
Mergers & Acquisitions, Strategic Planning, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Investments, Insurance, Due Diligence, Mergers, Risk Management, Portfolio Management, Underwriting, Capital Markets, Financial Risk, Corporate Finance, Private Equity
Education
Lehigh University 1993 — 1996
Bachelor of Science, Accounting, Highest Honors
Guy Carpenter October 2011 - Present
Bank of America Merrill Lynch June 2007 - August 2011
Odyssey Re 2005 - 2007
ACE Group 2002 - 2005
Bank of America 1999 - 2002
Goldman Sachs 1989 - 1999
Merrill Lynch 1996 - 1998
Skills
Mergers & Acquisitions, Strategic Planning, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Investments, Insurance, Due Diligence, Mergers, Risk Management, Portfolio Management, Underwriting, Capital Markets, Financial Risk, Corporate Finance, Private Equity
Education
Lehigh University 1993 — 1996
Bachelor of Science, Accounting, Highest Honors
kyhesher davis kyhesher davis's Bank of America Merrill Lynch Experience 2005 - 2010
Job IRA Relationship Associate
Industry Financial Services
Experience
Reliance Trust Company January 2014 - Present
Bank of America Merrill Lynch 2005 - 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Management, Global Management, Financial Accounting, Financial Reporting, Software Documentation, Finance, Leadership, Management, Auditing, Portfolio Management, Training, Operations Management, Account Reconciliation, Security, Time Management, Employee Training, Microsoft Excel, Fraud, Sales, Financial Statements, Banking, Financial Services, Risk Management, Strategic Planning, Team Building
Education
Strayer University, Lithonia GA 2013 — 2016
Bachelors of Administration, Finance and Financial Management Services, 3.7 GPA Honor Roll Student
Lincoln Technical Institute-Edison 1998 — 1999
Certificate, Information Technology
Luzerne County Community College 1996 — 1998
Broadcasting Communications, Finance and Financial Management Services
Reliance Trust Company January 2014 - Present
Bank of America Merrill Lynch 2005 - 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Management, Global Management, Financial Accounting, Financial Reporting, Software Documentation, Finance, Leadership, Management, Auditing, Portfolio Management, Training, Operations Management, Account Reconciliation, Security, Time Management, Employee Training, Microsoft Excel, Fraud, Sales, Financial Statements, Banking, Financial Services, Risk Management, Strategic Planning, Team Building
Education
Strayer University, Lithonia GA 2013 — 2016
Bachelors of Administration, Finance and Financial Management Services, 3.7 GPA Honor Roll Student
Lincoln Technical Institute-Edison 1998 — 1999
Certificate, Information Technology
Luzerne County Community College 1996 — 1998
Broadcasting Communications, Finance and Financial Management Services
Devika Devika Devika Devika's Bank of America Merrill Lynch Experience May 2015 - Present
Job AVP Software Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Promopedia January 2014 - Present
DTCC August 2011 - May 2015
DTCC June 2010 - May 2011
City University of New York December 2008 - June 2010
Skills
Java, Software Engineering, PL/SQL, HTML, Wordpress, Lisp, C++, SQL, JavaScript, CSS3, Web Design, Web Applications, Sybase, Linux, Web Development, WordPress, MySQL, Databases, Oracle, Project Management, CSS, SDLC, Software Project..., Microsoft SQL Server, Java Enterprise Edition, Unix, XML, Requirements Analysis, Visio, Programming, Web Services
Education
New York University 2013 — 2015
Master of Science (M.S.), Computer Science, 3.7/4.0
City University of New York-Queens College 2009 — 2011
B.A, Computer Science
LaGuardia Community College 2008 — 2009
A.S, Computer Science
Bank of America Merrill Lynch May 2015 - Present
Promopedia January 2014 - Present
DTCC August 2011 - May 2015
DTCC June 2010 - May 2011
City University of New York December 2008 - June 2010
Skills
Java, Software Engineering, PL/SQL, HTML, Wordpress, Lisp, C++, SQL, JavaScript, CSS3, Web Design, Web Applications, Sybase, Linux, Web Development, WordPress, MySQL, Databases, Oracle, Project Management, CSS, SDLC, Software Project..., Microsoft SQL Server, Java Enterprise Edition, Unix, XML, Requirements Analysis, Visio, Programming, Web Services
Education
New York University 2013 — 2015
Master of Science (M.S.), Computer Science, 3.7/4.0
City University of New York-Queens College 2009 — 2011
B.A, Computer Science
LaGuardia Community College 2008 — 2009
A.S, Computer Science
Ihor Czuczuk Ihor Czuczuk's Bank of America Merrill Lynch Experience July 2009 - November 2009
Job •Security Management & Investigations
Industry Security and Investigations
Experience
U.S. Security Associates October 2011 - Present
InfraGard National Members Alliance (FBI-INMA) 2009 - Present
Bank of America November 2009 - January 2011
Bank of America Merrill Lynch July 2009 - November 2009
Merrill Lynch 2000 - 2009
CVS/Caremark 1987 - 2000
Ukrainian American Veterans 1994 - 1997
City of Trenton, New Jersey 1982 - 1982
Skills
Access Control, Security, Asset Protection, Executive Protection, Training, Loss Prevention, Private Investigations, Emergency Management, Enforcement, Security Operations, Risk Assessment, Physical Security, Business Continuity, Security Clearance, Security Management, Counterterrorism, Investigation, Surveillance, Crisis Management, Protection, Corporate Security, Fraud, Security Awareness, Firearms, Homeland Security, Police, CCTV, Security Audits, Intelligence, Law Enforcement
Education
USA Security Academy 2012 — 2013
Certification, Security Management
Michigan State University 2011 — 2013
Certificate, School of Criminal Justice
Emergency Management Institute (FEMA) 2005 — 2013
Certificate, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
FBI National Academy 2010 — 2010
Certificate, Citizens Academy Training CPP
Emergency Operations Training Academy 2009 — 2009
Certificate, Consequence Management and Project Administration
Merrill Lynch University 2001 — 2009
Corporate Development Program, Financial Institutions Training
Harvard Managing Mentor Program
Certificate, Managing Crisis
New Mexico Institute of Mining and Technology
Certificate, Response to Terrorist Bombing
Long Island University
Certificate, Pharmacy Law
College Of Insurance - New York
Certificate, Forensic Science & Investigative Support
U.S. Security Associates October 2011 - Present
InfraGard National Members Alliance (FBI-INMA) 2009 - Present
Bank of America November 2009 - January 2011
Bank of America Merrill Lynch July 2009 - November 2009
Merrill Lynch 2000 - 2009
CVS/Caremark 1987 - 2000
Ukrainian American Veterans 1994 - 1997
City of Trenton, New Jersey 1982 - 1982
Skills
Access Control, Security, Asset Protection, Executive Protection, Training, Loss Prevention, Private Investigations, Emergency Management, Enforcement, Security Operations, Risk Assessment, Physical Security, Business Continuity, Security Clearance, Security Management, Counterterrorism, Investigation, Surveillance, Crisis Management, Protection, Corporate Security, Fraud, Security Awareness, Firearms, Homeland Security, Police, CCTV, Security Audits, Intelligence, Law Enforcement
Education
USA Security Academy 2012 — 2013
Certification, Security Management
Michigan State University 2011 — 2013
Certificate, School of Criminal Justice
Emergency Management Institute (FEMA) 2005 — 2013
Certificate, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
FBI National Academy 2010 — 2010
Certificate, Citizens Academy Training CPP
Emergency Operations Training Academy 2009 — 2009
Certificate, Consequence Management and Project Administration
Merrill Lynch University 2001 — 2009
Corporate Development Program, Financial Institutions Training
Harvard Managing Mentor Program
Certificate, Managing Crisis
New Mexico Institute of Mining and Technology
Certificate, Response to Terrorist Bombing
Long Island University
Certificate, Pharmacy Law
College Of Insurance - New York
Certificate, Forensic Science & Investigative Support
Steve Loser's Bank of America Merrill Lynch Experience February 2015 - Present
Job Director; Sr. Market Surveillance/Monitoring Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America September 2009 - February 2015
Bank of America August 2008 - September 2009
Banc of America Investments November 2003 - August 2008
Banc of America Investments November 2000 - October 2003
Banc of America Investments June 1998 - October 2000
Skills
Management, Banking, Process Improvement, Investments, Call Centers, Coaching, Sales, Risk Management, Forecasting, Employee Benefits, Customer Service, Green Belt, Regulatory Compliance
Education
Liberty University 1990 — 1994
Business, Management
Bank of America Merrill Lynch February 2015 - Present
Bank of America September 2009 - February 2015
Bank of America August 2008 - September 2009
Banc of America Investments November 2003 - August 2008
Banc of America Investments November 2000 - October 2003
Banc of America Investments June 1998 - October 2000
Skills
Management, Banking, Process Improvement, Investments, Call Centers, Coaching, Sales, Risk Management, Forecasting, Employee Benefits, Customer Service, Green Belt, Regulatory Compliance
Education
Liberty University 1990 — 1994
Business, Management
Genevieve Palmer Genevieve Palmer's Bank of America Merrill Lynch Experience April 2015 - Present
Job Director, MLSN Strategy & Support at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch December 2013 - March 2015
Bank of America Merrill Lynch June 2011 - December 2013
Bank of America Merrill Lynch February 2010 - June 2011
Bank of America Merrill Lynch August 2007 - February 2010
Merrill Lynch March 2006 - August 2007
Merrill Lynch October 2003 - February 2006
FloraGift.com October 2002 - October 2003
Image Systems for Business October 1999 - September 2002
Skills
Six Sigma, Financial Services, Risk Management, Wealth Management, Process Improvement, Business Analysis, Operations Management, Call Center Management, Call Centers, Vendor Management, Marketing, Project Management, Strategy, Business Process..., CRM, Investments, Leadership, Management, Financial Analysis
Education
Lafayette College 1995 — 1999
BA, Economics, Business & Geology
Li Po Chun United World College 1993 — 1995
International Baccalaureate, General
King George The Fifth School 1988 — 1993
GCSE, General
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch December 2013 - March 2015
Bank of America Merrill Lynch June 2011 - December 2013
Bank of America Merrill Lynch February 2010 - June 2011
Bank of America Merrill Lynch August 2007 - February 2010
Merrill Lynch March 2006 - August 2007
Merrill Lynch October 2003 - February 2006
FloraGift.com October 2002 - October 2003
Image Systems for Business October 1999 - September 2002
Skills
Six Sigma, Financial Services, Risk Management, Wealth Management, Process Improvement, Business Analysis, Operations Management, Call Center Management, Call Centers, Vendor Management, Marketing, Project Management, Strategy, Business Process..., CRM, Investments, Leadership, Management, Financial Analysis
Education
Lafayette College 1995 — 1999
BA, Economics, Business & Geology
Li Po Chun United World College 1993 — 1995
International Baccalaureate, General
King George The Fifth School 1988 — 1993
GCSE, General
Michelle Rosenthal Hubertus Michelle Rosenthal Hubertus's Bank of America Merrill Lynch Experience August 2010 - July 2012
Job Managing Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2014 - Present
Citi January 2013 - May 2014
The Clearing House July 2012 - December 2012
Bank of America Merrill Lynch August 2010 - July 2012
JPMorgan Investment Bank 2008 - July 2010
JPMorgan Chase 2005 - 2008
Took time off from career for following activities: 2003 - 2005
Merrill Lynch 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Capital Markets, Credit Risk, Market Risk, Basel II, Operational Risk
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and Economics
Lafayette College 1986 — 1990
AB, Economics, International Affairs
Sciences Po
International Affairs
Deutsche Bank June 2014 - Present
Citi January 2013 - May 2014
The Clearing House July 2012 - December 2012
Bank of America Merrill Lynch August 2010 - July 2012
JPMorgan Investment Bank 2008 - July 2010
JPMorgan Chase 2005 - 2008
Took time off from career for following activities: 2003 - 2005
Merrill Lynch 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Capital Markets, Credit Risk, Market Risk, Basel II, Operational Risk
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and Economics
Lafayette College 1986 — 1990
AB, Economics, International Affairs
Sciences Po
International Affairs
Kyle J. Burda's Bank of America Merrill Lynch Experience May 2010 - August 2010
Job Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Henan Sunny Foodstuff November 2011 - May 2012
Park Street Advisors July 2011 - September 2011
Bank of America Merrill Lynch May 2010 - August 2010
Memorial Sloan-Kettering Cancer Center June 2009 - August 2009
Skills
Active Team Player, Problem Solving, Leadership, Determination, Drive to Achieve, High Energy Level, Languages, Economics, Business Case, Bloomberg Terminal, Investment Management, Valuation, Marketing Strategy, Emerging Markets, Corporate Finance, Investment Banking, Equity Research, Financial Analysis, Strategy, Management, Financial Modeling, Business Strategy, Mergers & Acquisitions
Education
London Business School
Master's Degree, Management
University of Miami
Bachelor's Degree, Economics
Henan Sunny Foodstuff November 2011 - May 2012
Park Street Advisors July 2011 - September 2011
Bank of America Merrill Lynch May 2010 - August 2010
Memorial Sloan-Kettering Cancer Center June 2009 - August 2009
Skills
Active Team Player, Problem Solving, Leadership, Determination, Drive to Achieve, High Energy Level, Languages, Economics, Business Case, Bloomberg Terminal, Investment Management, Valuation, Marketing Strategy, Emerging Markets, Corporate Finance, Investment Banking, Equity Research, Financial Analysis, Strategy, Management, Financial Modeling, Business Strategy, Mergers & Acquisitions
Education
London Business School
Master's Degree, Management
University of Miami
Bachelor's Degree, Economics
Robin Agnew Robin Agnew's Bank of America Merrill Lynch Experience April 2007 - Present
Job Greater Myrtle Beach Market President/ Senior Treasury Solutions Officer/ VP
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2007 - Present
Bank of America November 1997 - April 2007
Bank of America October 1988 - November 1997
Education
University of South Carolina-Columbia 2000 — 2003
Certificate, South Carolina Bankers Association
Lander University 1984 — 1988
BS, Business Administration
Bank of America Merrill Lynch April 2007 - Present
Bank of America November 1997 - April 2007
Bank of America October 1988 - November 1997
Education
University of South Carolina-Columbia 2000 — 2003
Certificate, South Carolina Bankers Association
Lander University 1984 — 1988
BS, Business Administration
Tu Nghiem Tu Nghiem's Bank of America Merrill Lynch Experience July 2014 - Present
Job Market Risk Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2013 - July 2014
Bank of America June 2012 - July 2013
Lawrence University June 2010 - September 2010
Lawrence University September 2009 - 2010
Skills
SQL, Java, SAS, SAS Enterprise Miner, Excel, Minitab, Stata, Statistics, Analytics, Microsoft Excel, Economics, Data Analysis, JMP, VBA, Analysis
Education
North Carolina State University 2011 — 2012
M.S., Analytics
Lawrence University 2007 — 2011
B.A., Mathematics, Economics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2013 - July 2014
Bank of America June 2012 - July 2013
Lawrence University June 2010 - September 2010
Lawrence University September 2009 - 2010
Skills
SQL, Java, SAS, SAS Enterprise Miner, Excel, Minitab, Stata, Statistics, Analytics, Microsoft Excel, Economics, Data Analysis, JMP, VBA, Analysis
Education
North Carolina State University 2011 — 2012
M.S., Analytics
Lawrence University 2007 — 2011
B.A., Mathematics, Economics
Kevin Chauncey Kevin Chauncey's Bank of America Merrill Lynch Experience March 2014 - August 2015
Job Recruiting Manager
Industry Human Resources
Experience
Bank of America Merrill Lynch March 2014 - August 2015
J.P. Morgan April 2013 - November 2013
New York Life Insurance Company December 2009 - December 2012
UBS August 2004 - November 2009
Aon April 1999 - August 2004
ING June 1992 - April 1999
Skills
Networking, Talent Acquisition, Applicant Tracking..., Recruiting, Executive Search, Sourcing, College Recruiting, Time Management, New Hire Orientations, CRM, Onboarding, Organizational..., Human Resources, Internet Recruiting, Employee Benefits, Temporary Placement, Interviews, Succession Planning, Management, Talent Management
Education
LIU Post
Bachelor of Arts, Business Administration
Bank of America Merrill Lynch March 2014 - August 2015
J.P. Morgan April 2013 - November 2013
New York Life Insurance Company December 2009 - December 2012
UBS August 2004 - November 2009
Aon April 1999 - August 2004
ING June 1992 - April 1999
Skills
Networking, Talent Acquisition, Applicant Tracking..., Recruiting, Executive Search, Sourcing, College Recruiting, Time Management, New Hire Orientations, CRM, Onboarding, Organizational..., Human Resources, Internet Recruiting, Employee Benefits, Temporary Placement, Interviews, Succession Planning, Management, Talent Management
Education
LIU Post
Bachelor of Arts, Business Administration
Trey Bivins Trey Bivins's Bank of America Merrill Lynch Experience July 2014 - July 2015
Job Associate at AE Industrial Partners, LLC
Industry Venture Capital & Private Equity
Experience
AE Industrial Partners, LLC August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
CapVest Partners LLP April 2014 - July 2014
Bank of America Merrill Lynch June 2013 - August 2013
Lockheed Martin 2011 - 2012
Lockheed Martin 2009 - 2011
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
London Business School 2014 — 2014
Master of Business Administration (MBA) - IEP 2014
University of Central Florida 2007 — 2010
Bachelor of Science (BS), Finance
AE Industrial Partners, LLC August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
CapVest Partners LLP April 2014 - July 2014
Bank of America Merrill Lynch June 2013 - August 2013
Lockheed Martin 2011 - 2012
Lockheed Martin 2009 - 2011
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
London Business School 2014 — 2014
Master of Business Administration (MBA) - IEP 2014
University of Central Florida 2007 — 2010
Bachelor of Science (BS), Finance
Tarek S. Hanna's Bank of America Merrill Lynch Experience May 2013 - Present
Job Sales & Trading Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch April 2010 - May 2013
Société Générale de Banque au Liban - Fidus June 2009 - August 2009
ConocoPhillips & University of Michigan, Ann Arbor January 2009 - May 2009
Education
University of Michigan
Master's, Financial Engineering
Lebanese American University
BE, Industrial Engineering, Distinction
Grand Lycee Franco Libanais
French Baccalaureate, Mathematics, Honors
Bank of America Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch April 2010 - May 2013
Société Générale de Banque au Liban - Fidus June 2009 - August 2009
ConocoPhillips & University of Michigan, Ann Arbor January 2009 - May 2009
Education
University of Michigan
Master's, Financial Engineering
Lebanese American University
BE, Industrial Engineering, Distinction
Grand Lycee Franco Libanais
French Baccalaureate, Mathematics, Honors
Kristina Likitsakos Kristina Likitsakos's Bank of America Merrill Lynch Experience May 2015 - Present
Job Assistant Business Support Manager Global Funding Desk
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America April 2013 - Present
Marcus & Millichap November 2010 - Present
Cedar Shopping Centers, Inc May 2008 - December 2010
Raeder's Wine August 2004 - May 2008
Nature's Gifts October 2003 - May 2008
Skills
Excel, Outlook, PowerPoint, Word, Photoshop, Microsoft Excel, Microsoft Word, Management, Marketing Strategy
Education
Long Island University 2008 — 2009
Bachelor of Science, Business Administration; Marketing
Bank of America Merrill Lynch May 2015 - Present
Bank of America April 2013 - Present
Marcus & Millichap November 2010 - Present
Cedar Shopping Centers, Inc May 2008 - December 2010
Raeder's Wine August 2004 - May 2008
Nature's Gifts October 2003 - May 2008
Skills
Excel, Outlook, PowerPoint, Word, Photoshop, Microsoft Excel, Microsoft Word, Management, Marketing Strategy
Education
Long Island University 2008 — 2009
Bachelor of Science, Business Administration; Marketing
Russ Ackerman, MBA's Bank of America Merrill Lynch Experience 2015 - 2015
Job Business Analyst / Consultant
Industry Financial Services
Experience
Bank of America Merrill Lynch 2015 - 2015
SQN Capital Management 2014 - 2014
Response Compliance and Regulatory Services 2005 - 2013
JPMorgan Chase & Co. 2001 - 2005
Hold Brothers Capital, LLC 2000 - 2001
Guardian Life Insurance - Park Ave. Securities 1998 - 2000
JPMorgan Chase & Co. 1990 - 1998
Skills
TQM - Total Quality..., Leadership, Process Improvement, Business Analysis, Performance Management, Business Continuity, Problem Solving, Anti Money Laundering, Project Management, Compliance, Securities Trading, Change Management, Risk Management
Education
LIU Post
Bachelor of Business Administration (BBA)
University of Phoenix
Master of Business Administration (MBA), MBA
Bank of America Merrill Lynch 2015 - 2015
SQN Capital Management 2014 - 2014
Response Compliance and Regulatory Services 2005 - 2013
JPMorgan Chase & Co. 2001 - 2005
Hold Brothers Capital, LLC 2000 - 2001
Guardian Life Insurance - Park Ave. Securities 1998 - 2000
JPMorgan Chase & Co. 1990 - 1998
Skills
TQM - Total Quality..., Leadership, Process Improvement, Business Analysis, Performance Management, Business Continuity, Problem Solving, Anti Money Laundering, Project Management, Compliance, Securities Trading, Change Management, Risk Management
Education
LIU Post
Bachelor of Business Administration (BBA)
University of Phoenix
Master of Business Administration (MBA), MBA
Jae Seung Lee Jae Seung Lee'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
STX Corporation June 2011 - June 2013
STX Corporation January 2008 - June 2011
STX Corporation 2006 - 2008
Special Warfare Command 2002 - 2004
Skills
Financial Modeling, Procurement, Contract Negotiation, Business Strategy, Due Diligence, Market Analysis, Mergers, New Business Development
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Kyung Hee University
Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
STX Corporation June 2011 - June 2013
STX Corporation January 2008 - June 2011
STX Corporation 2006 - 2008
Special Warfare Command 2002 - 2004
Skills
Financial Modeling, Procurement, Contract Negotiation, Business Strategy, Due Diligence, Market Analysis, Mergers, New Business Development
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Kyung Hee University
Bachelor of Business Administration (B.B.A.)
Tanisha M. Mitchell Tanisha M. Mitchell's Bank of America Merrill Lynch Experience June 2015 - Present
Job Administrative Assistant III at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Edward Sikorski, CFA, CFP®'s Bank of America Merrill Lynch Experience April 2014 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Education
Lehigh University 1989 — 1993
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch April 2014 - Present
Education
Lehigh University 1989 — 1993
Bachelor of Science (B.S.), Finance
Jonathan V. First Jonathan V. First's Bank of America Merrill Lynch Experience July 2014 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Town Residential March 2014 - August 2014
Berko & Associates December 2013 - February 2014
Implant Design Group August 2011 - November 2013
VFLP May 2010 - October 2010
Skills
Investments, Business Strategy, HY & IG CDX, CDX Tranches, CDX Options, Bloomberg Terminal, Advanced Excel, Strategic Planning, Contract Negotiation, Investment Properties, Real Estate Development, Finance, Investment Banking, Due Diligence, Fixed Income, Credit Derivatives, Strategy, Capital Markets, TRS, Credit Events, SPV, P&L
Education
LIU Post 2007 — 2011
B.S./M.B.A. [Dual Degree], Business Management, 3.87/4 GPA
Oyster Bay High School 2004 — 2007
High School Diploma
Portledge School 1997 — 2004
N/A
Bank of America Merrill Lynch July 2014 - Present
Town Residential March 2014 - August 2014
Berko & Associates December 2013 - February 2014
Implant Design Group August 2011 - November 2013
VFLP May 2010 - October 2010
Skills
Investments, Business Strategy, HY & IG CDX, CDX Tranches, CDX Options, Bloomberg Terminal, Advanced Excel, Strategic Planning, Contract Negotiation, Investment Properties, Real Estate Development, Finance, Investment Banking, Due Diligence, Fixed Income, Credit Derivatives, Strategy, Capital Markets, TRS, Credit Events, SPV, P&L
Education
LIU Post 2007 — 2011
B.S./M.B.A. [Dual Degree], Business Management, 3.87/4 GPA
Oyster Bay High School 2004 — 2007
High School Diploma
Portledge School 1997 — 2004
N/A
Lorenzo Zavala Carvajal Lorenzo Zavala Carvajal's Bank of America Merrill Lynch Experience July 2009 - May 2013
Job MBA / MA Candidate at Wharton School / Lauder Institute
Industry Venture Capital & Private Equity
Experience
Vivergi Social Impact Fund February 2015 - May 2015
S.A.U.C.E. NGO - Apostolic Prefecture of Battambang May 2013 - January 2015
Bank of America Merrill Lynch July 2009 - May 2013
Lehman Brothers February 2008 - July 2008
Jones Lang LaSalle June 2007 - September 2007
Skills
Investment Banking, Valuation, Bloomberg, Corporate Finance, Capital Markets, Equities, Financial Modeling, Portfolio Management, Private Equity, Investments, Financial Analysis, Mergers & Acquisitions, Fixed Income, Financial Markets, Derivatives, Social Impact, Venture Capital, Social Entrepreneurship, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master's degree
Lancaster University 2005 — 2009
BBA
Universidad Pontificia Comillas 2005 — 2009
Bachelor's Degree
Vivergi Social Impact Fund February 2015 - May 2015
S.A.U.C.E. NGO - Apostolic Prefecture of Battambang May 2013 - January 2015
Bank of America Merrill Lynch July 2009 - May 2013
Lehman Brothers February 2008 - July 2008
Jones Lang LaSalle June 2007 - September 2007
Skills
Investment Banking, Valuation, Bloomberg, Corporate Finance, Capital Markets, Equities, Financial Modeling, Portfolio Management, Private Equity, Investments, Financial Analysis, Mergers & Acquisitions, Fixed Income, Financial Markets, Derivatives, Social Impact, Venture Capital, Social Entrepreneurship, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master's degree
Lancaster University 2005 — 2009
BBA
Universidad Pontificia Comillas 2005 — 2009
Bachelor's Degree
Chanda Leger's Bank of America Merrill Lynch Experience December 2013 - Present
Job VP, Workplace Financial Specialist, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2013 - Present
banking May 2012 - December 2013
Wells Fargo August 2003 - May 2012
Lanier Worldwide January 2001 - August 2003
Skills
Series 7, Series66, Sales, Banking, Commercial Banking, Relationship Management, Loans, Financial Services, Mortgage Lending, Portfolio Management, Sales Management, Finance, Branch Banking, Financial Analysis, Retail Banking, Risk Management, Credit Risk, Mortgage Banking, Investments, Payments, Underwriting, Private Banking, Refinance, Branch Management, Financial Risk, Electronic Payments, Debit Cards, Deposits, Customer Service, Commercial Mortgages, Business Relationship..., AML, Payment Card Processing, Loan Servicing, Strategic Planning
Education
Linfield College 1994 — 1998
Bachelor's degree, Major in Communications/Minor in Sociology
Bank of America Merrill Lynch December 2013 - Present
banking May 2012 - December 2013
Wells Fargo August 2003 - May 2012
Lanier Worldwide January 2001 - August 2003
Skills
Series 7, Series66, Sales, Banking, Commercial Banking, Relationship Management, Loans, Financial Services, Mortgage Lending, Portfolio Management, Sales Management, Finance, Branch Banking, Financial Analysis, Retail Banking, Risk Management, Credit Risk, Mortgage Banking, Investments, Payments, Underwriting, Private Banking, Refinance, Branch Management, Financial Risk, Electronic Payments, Debit Cards, Deposits, Customer Service, Commercial Mortgages, Business Relationship..., AML, Payment Card Processing, Loan Servicing, Strategic Planning
Education
Linfield College 1994 — 1998
Bachelor's degree, Major in Communications/Minor in Sociology
Elliott Cobb's Bank of America Merrill Lynch Experience March 2015 - Present
Job Financial Advisor at Bank Of Americ, Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch March 2015 - Present
Pershing, a BNY Mellon company May 2014 - February 2015
Ameriprise Financial Services, Inc. July 2013 - February 2014
Skills
Banking, Business Analysis, Process Improvement, Customer Service, Series 7, Marketing, Entrepreneurship, Business Development, Cold Calling, Entrepreneurship..., Securities, Data Entry, Communication, Youth Mentoring, Series 63, Finance, Microsoft Excel, Leadership, Financial Services, Microsoft Office, Public Speaking, Investments, Mutual Funds, PowerPoint, Financial Planning, Management, Social Networking, Team Building, Event Planning, Time Management, Strategic Planning, CRM, Financial Analysis, Trading, Event Management, Research
Education
Lincoln University 2009 — 2013
Bachelor of Science (BS), Management and Finance
Bank of America Merrill Lynch March 2015 - Present
Pershing, a BNY Mellon company May 2014 - February 2015
Ameriprise Financial Services, Inc. July 2013 - February 2014
Skills
Banking, Business Analysis, Process Improvement, Customer Service, Series 7, Marketing, Entrepreneurship, Business Development, Cold Calling, Entrepreneurship..., Securities, Data Entry, Communication, Youth Mentoring, Series 63, Finance, Microsoft Excel, Leadership, Financial Services, Microsoft Office, Public Speaking, Investments, Mutual Funds, PowerPoint, Financial Planning, Management, Social Networking, Team Building, Event Planning, Time Management, Strategic Planning, CRM, Financial Analysis, Trading, Event Management, Research
Education
Lincoln University 2009 — 2013
Bachelor of Science (BS), Management and Finance
Candice Apt Candice Apt's Bank of America Merrill Lynch Experience August 2015 - Present
Job Event Planner (Contractor) at Bank of America Merrill Lynch
Industry Higher Education
Experience
Bank of America Merrill Lynch August 2015 - Present
Rogers State University May 2014 - May 2015
Rogers State University March 2011 - July 2014
Alpha Sigma Tau National Sorority June 2009 - March 2011
TechAmerica January 2009 - May 2009
PennWell May 2008 - August 2008
Skills
Student Development, Social Media, Fundraising, Higher Education, Community Outreach, Customer Service, Student Affairs, Social Networking, Advertising, Public Speaking, Event Planning, Leadership, Academic Advising, Graphic Design, Research, Microsoft Office, Nonprofits
Education
Liberty University 2014 — 2016
Master of Arts (M.A.), Strategic Communication, 4.0
Rogers State University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies, 3.7
Bank of America Merrill Lynch August 2015 - Present
Rogers State University May 2014 - May 2015
Rogers State University March 2011 - July 2014
Alpha Sigma Tau National Sorority June 2009 - March 2011
TechAmerica January 2009 - May 2009
PennWell May 2008 - August 2008
Skills
Student Development, Social Media, Fundraising, Higher Education, Community Outreach, Customer Service, Student Affairs, Social Networking, Advertising, Public Speaking, Event Planning, Leadership, Academic Advising, Graphic Design, Research, Microsoft Office, Nonprofits
Education
Liberty University 2014 — 2016
Master of Arts (M.A.), Strategic Communication, 4.0
Rogers State University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies, 3.7
Kevin McCarville Kevin McCarville's Bank of America Merrill Lynch Experience June 2015 - Present
Job Assistant Vice President Application Developer at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase & Co. January 2015 - June 2015
JPMorgan Chase July 2012 - December 2014
Standard & Poor's May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Software Development, Databases, Java, Programming, SQL, Software Engineering, Linux, C++ Language, Python, Perl, Finance, Web Applications, HTML, C++
Education
Lafayette College 2009 — 2012
Bachelor of Science, Computer Science
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase & Co. January 2015 - June 2015
JPMorgan Chase July 2012 - December 2014
Standard & Poor's May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Software Development, Databases, Java, Programming, SQL, Software Engineering, Linux, C++ Language, Python, Perl, Finance, Web Applications, HTML, C++
Education
Lafayette College 2009 — 2012
Bachelor of Science, Computer Science
Kanwal Iqbal Kanwal Iqbal's Bank of America Merrill Lynch Experience August 2013 - March 2014
Job Operations Associate at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams December 2014 - Present
First Data Corporation March 2014 - December 2014
Bank of America Merrill Lynch August 2013 - March 2014
Dealogic February 2012 - March 2013
JPMorgan Chase November 2009 - July 2011
Skills
Banking, Bloomberg, Investments, Leadership, Microsoft Excel, Economics, Windows 7, Microsoft Office, Access, PowerPoint, Analysis, Management, Credit Analysis, Bloomberg Terminal, Research, Financial Markets, SPSS, Quicken, Reuters, Options, Accounting, Investment Banking, Series 7
Education
Baruch College, Zicklin School of Business 2011 — 2012
MS, Finance
Long Island University 2005 — 2008
Bachelor's Degree
Bard High School Early College 2001 — 2005
High School Diploma and AA Degree, Liberal Arts
Linscomb & Williams December 2014 - Present
First Data Corporation March 2014 - December 2014
Bank of America Merrill Lynch August 2013 - March 2014
Dealogic February 2012 - March 2013
JPMorgan Chase November 2009 - July 2011
Skills
Banking, Bloomberg, Investments, Leadership, Microsoft Excel, Economics, Windows 7, Microsoft Office, Access, PowerPoint, Analysis, Management, Credit Analysis, Bloomberg Terminal, Research, Financial Markets, SPSS, Quicken, Reuters, Options, Accounting, Investment Banking, Series 7
Education
Baruch College, Zicklin School of Business 2011 — 2012
MS, Finance
Long Island University 2005 — 2008
Bachelor's Degree
Bard High School Early College 2001 — 2005
High School Diploma and AA Degree, Liberal Arts
Erika McEneny's Bank of America Merrill Lynch Experience June 2009 - August 2011
Job Investor Relations at Mudrick Capital Management, L.P.
Industry Financial Services
Experience
Mudrick Capital Management April 2015 - Present
BlackRock September 2013 - April 2015
BlackRock August 2011 - September 2013
Bank of America Merrill Lynch June 2009 - August 2011
Merrill Lynch June 2008 - August 2008
Education
Lehigh University - College of Business and Economics 2005 — 2009
B.S of Finance
Mudrick Capital Management April 2015 - Present
BlackRock September 2013 - April 2015
BlackRock August 2011 - September 2013
Bank of America Merrill Lynch June 2009 - August 2011
Merrill Lynch June 2008 - August 2008
Education
Lehigh University - College of Business and Economics 2005 — 2009
B.S of Finance
John Lawlor Jr John Lawlor Jr's Bank of America Merrill Lynch Experience May 2011 - January 2013
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2013 - Present
Bank of America Merrill Lynch May 2011 - January 2013
Lehman Brothers/ Barclays Capital 2008 - 2011
LaBranche & Co. 1997 - 2008
Skills
series 7, 63, 55, 24, Canadian traders exam, series 3, Trading, Trading Systems, Equities, Options, Capital Markets, FINRA, Series 7, Financial Markets, Equity Trading, Electronic Trading, Series 63, Hedge Funds, Securities, Bloomberg, ETFs, Fixed Income, Alternative Investments, Derivatives
Education
Lehigh University 1993 — 1997
BS Finance
Deutsche Bank January 2013 - Present
Bank of America Merrill Lynch May 2011 - January 2013
Lehman Brothers/ Barclays Capital 2008 - 2011
LaBranche & Co. 1997 - 2008
Skills
series 7, 63, 55, 24, Canadian traders exam, series 3, Trading, Trading Systems, Equities, Options, Capital Markets, FINRA, Series 7, Financial Markets, Equity Trading, Electronic Trading, Series 63, Hedge Funds, Securities, Bloomberg, ETFs, Fixed Income, Alternative Investments, Derivatives
Education
Lehigh University 1993 — 1997
BS Finance
Matthew Cissne Matthew Cissne's Bank of America Merrill Lynch Experience August 2007 - December 2010
Job Senior Vice President, Fraud Policy Senior Manager at Citi
Industry Banking
Experience
Citi March 2015 - Present
Bank of America December 2010 - March 2015
Bank of America Merrill Lynch August 2007 - December 2010
Education
La Salle University 2000 — 2004
Master of Arts (M.A.), Professional Communications
Pennsylvania State University-Erie Campus 1991 — 1995
Bachelor of Arts (B.A.), Communications
CH East
Citi March 2015 - Present
Bank of America December 2010 - March 2015
Bank of America Merrill Lynch August 2007 - December 2010
Education
La Salle University 2000 — 2004
Master of Arts (M.A.), Professional Communications
Pennsylvania State University-Erie Campus 1991 — 1995
Bachelor of Arts (B.A.), Communications
CH East
Amanda McCloskey Amanda McCloskey's Bank of America Merrill Lynch Experience July 2010 - Present
Job AML/KYC Operations Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2010 - Present
Education
Lafayette College 2001 — 2005
Bachelor of Arts (B.A.), International Economics
Bank of America Merrill Lynch July 2010 - Present
Education
Lafayette College 2001 — 2005
Bachelor of Arts (B.A.), International Economics
Mirna Kassir, MBA Mirna Kassir, MBA's Bank of America Merrill Lynch Experience September 2010 - September 2011
Job Vice President at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. October 2011 - Present
Bank of America Merrill Lynch September 2010 - September 2011
Merrill Lynch January 2007 - February 2008
Bank of America April 2005 - December 2006
Banque de la Mediterranee 1998 - 2001
Bank of Beirut 1996 - 1998
Skills
Portfolio Management, Credit Analysis, Banking, Finance, Loans, Corporate Finance, Relationship Management, Commercial Banking, Credit Risk, Legal Negotiation and...
Education
Lebanese American University 1995 — 1997
MBA, Business Administration
Richmond, The American International University in London 1990 — 1992
BA, International Business
Citizens Financial Group, Inc. October 2011 - Present
Bank of America Merrill Lynch September 2010 - September 2011
Merrill Lynch January 2007 - February 2008
Bank of America April 2005 - December 2006
Banque de la Mediterranee 1998 - 2001
Bank of Beirut 1996 - 1998
Skills
Portfolio Management, Credit Analysis, Banking, Finance, Loans, Corporate Finance, Relationship Management, Commercial Banking, Credit Risk, Legal Negotiation and...
Education
Lebanese American University 1995 — 1997
MBA, Business Administration
Richmond, The American International University in London 1990 — 1992
BA, International Business
Mazen Aboukhamis Mazen Aboukhamis's Bank of America Merrill Lynch Experience April 2007 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2007 - Present
Merck September 2006 - March 2007
Skills
Business Analysis, Data Warehousing, SDLC, Business Intelligence
Education
University of Oklahoma 2005 — 2006
Doctor of Philosophy (PhD) *** Pending ***, Computer Science
Southern Methodist University 2003 — 2005
Master of Science (MS), Computer Science, High Distinction
Lebanese American University 1999 — 2003
Bachelor of Science (BS), Computer Science, Distinction
Bank of America Merrill Lynch April 2007 - Present
Merck September 2006 - March 2007
Skills
Business Analysis, Data Warehousing, SDLC, Business Intelligence
Education
University of Oklahoma 2005 — 2006
Doctor of Philosophy (PhD) *** Pending ***, Computer Science
Southern Methodist University 2003 — 2005
Master of Science (MS), Computer Science, High Distinction
Lebanese American University 1999 — 2003
Bachelor of Science (BS), Computer Science, Distinction
Marcus Dewitt Marcus Dewitt's Bank of America Merrill Lynch Experience August 2007 - Present
Job Contract Attorney at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch August 2007 - Present
Skills
International Law, Contract Law, Financial Risk, Financial Law, International Business
Education
Lewis and Clark College 2003 — 2006
Doctor of Law (J.D.), International Financial Law
Reed College 1998 — 2001
Bachelor of Science (B.S.), Economics
Bank of America Merrill Lynch August 2007 - Present
Skills
International Law, Contract Law, Financial Risk, Financial Law, International Business
Education
Lewis and Clark College 2003 — 2006
Doctor of Law (J.D.), International Financial Law
Reed College 1998 — 2001
Bachelor of Science (B.S.), Economics
Heather Klemmer (Martin)'s Bank of America Merrill Lynch Experience December 2013 - Present
Job Director Strategic Concept Development at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2013 - Present
Merrill Lynch July 2010 - Present
US Bank October 2008 - June 2010
Merrill Lynch May 2005 - October 2008
Fleet Credit Card Services October 2001 - April 2005
Fleet Credit Card Services August 1998 - October 2001
Prudential Insurance June 1997 - July 1998
Skills
CRM, Leadership, Financial Services, Analytics, Strategy, Segmentation, Salesforce.com, Credit Cards, Customer Experience, Direct Marketing, Vendor Management, Business Intelligence, Customer Retention, Direct Mail, Email Marketing, Call Centers, Multi-channel Marketing, Program Management, Client Experience, Call Center, Siebel, Real-time interactions, Lead Management, Mentoring, Loyalty Programs, Loyalty Marketing, Affinity Groups, Relational Databases, User Experience, Concept Development
Education
La Salle University 1999 — 2002
MBA
The College of New Jersey 1994 — 1997
BA
Bank of America Merrill Lynch December 2013 - Present
Merrill Lynch July 2010 - Present
US Bank October 2008 - June 2010
Merrill Lynch May 2005 - October 2008
Fleet Credit Card Services October 2001 - April 2005
Fleet Credit Card Services August 1998 - October 2001
Prudential Insurance June 1997 - July 1998
Skills
CRM, Leadership, Financial Services, Analytics, Strategy, Segmentation, Salesforce.com, Credit Cards, Customer Experience, Direct Marketing, Vendor Management, Business Intelligence, Customer Retention, Direct Mail, Email Marketing, Call Centers, Multi-channel Marketing, Program Management, Client Experience, Call Center, Siebel, Real-time interactions, Lead Management, Mentoring, Loyalty Programs, Loyalty Marketing, Affinity Groups, Relational Databases, User Experience, Concept Development
Education
La Salle University 1999 — 2002
MBA
The College of New Jersey 1994 — 1997
BA
Vinay Adenwala's Bank of America Merrill Lynch Experience 2003 - 2006
Job Manager of Operations at Sciame Construction, LLC
Industry Real Estate
Experience
Sciame Construction, LLC 2012 - Present
14+ Foundation, Inc. January 2014 - Present
Societe Generale Corporate & Investment Banking 2010 - 2012
Capital Trust 2008 - 2009
Bank of America Merrill Lynch 2003 - 2006
Skills
Investment Banking, Private Equity, Capital Markets, Real Estate Development, Equities, Private Placements, Leveraged Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investments, Financial Analysis, Asset Managment, Bloomberg, Portfolio Management, Real Estate Economics, Structured Finance, Mergers, Emerging Markets, Financial Structuring, Construction Management, Strategy, Operations Management, Business Development, Funding, Venture Capital, Real Estate Private..., Asset Management
Education
Columbia University 2011 — 2012
M.S. Real Estate Development
London Business School
MBA, Finance / Strategy
London School of Economics and Political Science
Bachelor of Science (BSc), Economics
The University of Texas at Austin
BBA, Finance
Sciame Construction, LLC 2012 - Present
14+ Foundation, Inc. January 2014 - Present
Societe Generale Corporate & Investment Banking 2010 - 2012
Capital Trust 2008 - 2009
Bank of America Merrill Lynch 2003 - 2006
Skills
Investment Banking, Private Equity, Capital Markets, Real Estate Development, Equities, Private Placements, Leveraged Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investments, Financial Analysis, Asset Managment, Bloomberg, Portfolio Management, Real Estate Economics, Structured Finance, Mergers, Emerging Markets, Financial Structuring, Construction Management, Strategy, Operations Management, Business Development, Funding, Venture Capital, Real Estate Private..., Asset Management
Education
Columbia University 2011 — 2012
M.S. Real Estate Development
London Business School
MBA, Finance / Strategy
London School of Economics and Political Science
Bachelor of Science (BSc), Economics
The University of Texas at Austin
BBA, Finance
Jason Skypeck's Bank of America Merrill Lynch Experience 2009 - Present
Job Senior Vice President, Retirement Services Strategic Marketing, Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch 2009 - Present
Bank of America, Global Wealth and Investment Management March 2007 - May 2009
KPMG LLP July 2004 - March 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Risk Management, Strategic Planning, Marketing Strategy, Business Strategy, Strategic Financial..., Marketing Management, Direct Marketing, Product Marketing, Product Design, Product Development, Marketing Communications, Public Speaking, Change Management, Project Management, Business Development, Strategy
Education
Lehigh University - College of Business and Economics 2003 — 2004
MS, Accouting and Information Analysis
Lehigh University - College of Business and Economics 1999 — 2003
BS, Finance
Bank of America Merrill Lynch 2009 - Present
Bank of America, Global Wealth and Investment Management March 2007 - May 2009
KPMG LLP July 2004 - March 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Risk Management, Strategic Planning, Marketing Strategy, Business Strategy, Strategic Financial..., Marketing Management, Direct Marketing, Product Marketing, Product Design, Product Development, Marketing Communications, Public Speaking, Change Management, Project Management, Business Development, Strategy
Education
Lehigh University - College of Business and Economics 2003 — 2004
MS, Accouting and Information Analysis
Lehigh University - College of Business and Economics 1999 — 2003
BS, Finance
Karl Sass's Bank of America Merrill Lynch Experience January 2008 - Present
Job Senior Vice President US Central & West Regional Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2013 - Present
Bank of America Merrill Lynch January 2008 - Present
Merrill Lynch / Bank of America October 1993 - January 2008
Skills
Equities, Fixed Income, Market Data, Series 7, Trading Systems, Investment Banking, Risk Management, Electronic Trading, Capital Markets, Prime Brokerage, Derivatives, Bloomberg, Securities, Options, Equity Trading
Education
Lewis University 1989 — 1993
Bachelor's, Radio / TV Broadcasting / Minor in computer science
Marist High School 1985 — 1989
Bank of America January 2013 - Present
Bank of America Merrill Lynch January 2008 - Present
Merrill Lynch / Bank of America October 1993 - January 2008
Skills
Equities, Fixed Income, Market Data, Series 7, Trading Systems, Investment Banking, Risk Management, Electronic Trading, Capital Markets, Prime Brokerage, Derivatives, Bloomberg, Securities, Options, Equity Trading
Education
Lewis University 1989 — 1993
Bachelor's, Radio / TV Broadcasting / Minor in computer science
Marist High School 1985 — 1989
David Sing Chang's Bank of America Merrill Lynch Experience June 2014 - Present
Job Technical analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Goldman Sachs April 2010 - April 2014
Marsh August 2005 - March 2010
ABN AMRO 2003 - 2004
JPMorgan Chase 1994 - 2001
Chase Manhattan Bank 1994 - 1999
Skills
SDLC, Agile Methodologies, Business Analysis, Business Intelligence, Enterprise Architecture, Data Warehousing, IT Strategy, Integration, Java Enterprise Edition, Oracle, Requirements Analysis, Requirements Gathering, SOA, Software Development, Vendor Management, Solution Architecture, Software Project..., Weblogic
Education
Long Island University 1994 — 1998
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch June 2014 - Present
Goldman Sachs April 2010 - April 2014
Marsh August 2005 - March 2010
ABN AMRO 2003 - 2004
JPMorgan Chase 1994 - 2001
Chase Manhattan Bank 1994 - 1999
Skills
SDLC, Agile Methodologies, Business Analysis, Business Intelligence, Enterprise Architecture, Data Warehousing, IT Strategy, Integration, Java Enterprise Edition, Oracle, Requirements Analysis, Requirements Gathering, SOA, Software Development, Vendor Management, Solution Architecture, Software Project..., Weblogic
Education
Long Island University 1994 — 1998
Bachelor of Science (BS), Computer Science
Fernando Quiñones's Bank of America Merrill Lynch Experience August 2015 - Present
Job Senior Vice President Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Citi August 2007 - August 2015
HSBC April 2005 - June 2007
HSBC April 2003 - January 2005
JPMorgan Chase April 1998 - April 2003
Waterhouse Securities Inc. July 1997 - March 1998
Paine Webber October 1996 - July 1997
Skills
Commercial Banking, Banking, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Credit Risk, Relationship Management, Commercial Lending, Risk Management, Wealth Management, Business Development, Financial Services, Finance, Leadership, Small Business Lending, Cross Selling, Management, Strategic Partnerships, Cash Management, Consumer Lending, Loan Origination, Mortgage Lending, Investments
Education
NYU 2003 — 2004
Credit Analysis
Long Island University, Brooklyn Campus 1992 — 1996
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Bank of America Merrill Lynch August 2015 - Present
Citi August 2007 - August 2015
HSBC April 2005 - June 2007
HSBC April 2003 - January 2005
JPMorgan Chase April 1998 - April 2003
Waterhouse Securities Inc. July 1997 - March 1998
Paine Webber October 1996 - July 1997
Skills
Commercial Banking, Banking, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Credit Risk, Relationship Management, Commercial Lending, Risk Management, Wealth Management, Business Development, Financial Services, Finance, Leadership, Small Business Lending, Cross Selling, Management, Strategic Partnerships, Cash Management, Consumer Lending, Loan Origination, Mortgage Lending, Investments
Education
NYU 2003 — 2004
Credit Analysis
Long Island University, Brooklyn Campus 1992 — 1996
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Pete Griffith's Bank of America Merrill Lynch Experience 2008 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch 2008 - Present
Bank of America June 1984 - Present
NationsBank 1992 - 1998
C&S National Bank 1984 - 1992
Skills
Budgets, Financial Modeling, Financial Risk, LBO, Bloomberg, Equities, Asset Managment, Private Equity, Alternative Investments, Commercial Lending, Investment Banking, Corporate Finance, Portfolio Management, Capital Markets, Financial Structuring, Asset Allocation, Wealth Management, Due Diligence, Credit Risk, Commercial Banking, Valuation, Fixed Income, Banking, Investments, Strategic Planning, Risk Management, Financial Analysis, Hedge Funds, Credit Analysis, Asset Management
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MIBS, International Business
Lafayette College 1976 — 1980
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch 2008 - Present
Bank of America June 1984 - Present
NationsBank 1992 - 1998
C&S National Bank 1984 - 1992
Skills
Budgets, Financial Modeling, Financial Risk, LBO, Bloomberg, Equities, Asset Managment, Private Equity, Alternative Investments, Commercial Lending, Investment Banking, Corporate Finance, Portfolio Management, Capital Markets, Financial Structuring, Asset Allocation, Wealth Management, Due Diligence, Credit Risk, Commercial Banking, Valuation, Fixed Income, Banking, Investments, Strategic Planning, Risk Management, Financial Analysis, Hedge Funds, Credit Analysis, Asset Management
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MIBS, International Business
Lafayette College 1976 — 1980
Bachelor of Arts (BA), Economics
Maureen Linaugh-Nean's Bank of America Merrill Lynch Experience September 2002 - Present
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America 2008 - Present
Bank of America Merrill Lynch September 2002 - Present
Bank of America Merrill Lynch September 1983 - Present
Skills
Risk Management, SDLC, Vendor Management, Business Analysis, IT Strategy, Financial Services, Banking, Derivatives, PMO, Relationship Management, Project Portfolio..., Data Warehousing, Process Improvement, Business Intelligence, Software Project..., Program Management, Software Development, Governance, Business Process..., Requirements Gathering, Disaster Recovery, Requirements Analysis, Visio, PMP, Integration, IT Management, Project Delivery, Outsourcing, Agile Project Management, Trading Systems, Resource Management, Business Process, ITIL, Business Continuity, SOA, Solution Architecture, Market Data, Agile Methodologies
Education
La Salle University
Bachelor of Arts (B.A.), Organizational Dynamics
Bank of America 2008 - Present
Bank of America Merrill Lynch September 2002 - Present
Bank of America Merrill Lynch September 1983 - Present
Skills
Risk Management, SDLC, Vendor Management, Business Analysis, IT Strategy, Financial Services, Banking, Derivatives, PMO, Relationship Management, Project Portfolio..., Data Warehousing, Process Improvement, Business Intelligence, Software Project..., Program Management, Software Development, Governance, Business Process..., Requirements Gathering, Disaster Recovery, Requirements Analysis, Visio, PMP, Integration, IT Management, Project Delivery, Outsourcing, Agile Project Management, Trading Systems, Resource Management, Business Process, ITIL, Business Continuity, SOA, Solution Architecture, Market Data, Agile Methodologies
Education
La Salle University
Bachelor of Arts (B.A.), Organizational Dynamics
Stetson Saunders, MBA's Bank of America Merrill Lynch Experience May 2015 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Skills
Series 7, Trading, Investments, Mutual Funds, Equities, Options, Series 63, Series 6, Loans, Securities, Wealth Management, Life Insurance, Asset Management, Graphic Design, Retirement Planning, Bloomberg, Portfolio Management, Financial Risk, Financial Services, Customer Service, Public Speaking, Wealth Management..., Customer Retention, Customer Relations, Customer Satisfaction, Wealth Accumulation
Education
Lewis University
MBA, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
BA, Speech Communication
Bank of America Merrill Lynch May 2015 - Present
Skills
Series 7, Trading, Investments, Mutual Funds, Equities, Options, Series 63, Series 6, Loans, Securities, Wealth Management, Life Insurance, Asset Management, Graphic Design, Retirement Planning, Bloomberg, Portfolio Management, Financial Risk, Financial Services, Customer Service, Public Speaking, Wealth Management..., Customer Retention, Customer Relations, Customer Satisfaction, Wealth Accumulation
Education
Lewis University
MBA, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
BA, Speech Communication
Amy Farris's Bank of America Merrill Lynch Experience December 2004 - Present
Job Director and Assistant General Counsel at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2004 - Present
Sidley Austin LLP 1999 - 2004
NASD 1997 - 1999
Skills
Securities Regulation, Compliance, Money Market, AML, FINRA, Fixed Income, Mutual Funds
Education
Lafayette College
Rutgers University School of Law - Camden
J.D. 1996
Bank of America Merrill Lynch December 2004 - Present
Sidley Austin LLP 1999 - 2004
NASD 1997 - 1999
Skills
Securities Regulation, Compliance, Money Market, AML, FINRA, Fixed Income, Mutual Funds
Education
Lafayette College
Rutgers University School of Law - Camden
J.D. 1996
Jeremiah Dellas's Bank of America Merrill Lynch Experience July 2009 - December 2011
Job Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Bank December 2011 - Present
Bank of America Merrill Lynch July 2009 - December 2011
UBS Financial January 2006 - May 2009
One Stop Steel Corporation January 1999 - October 2002
Skills
Wealth Management, Investment Management, Private Banking, Wealth Management..., Finance, Business Planning, Due Diligence, Wealth, Asset Allocation, Investment Advisory, Networking, Portfolio Management, Series 7, Insurance, Alternative Investments, Competitive Analysis, Financial Modeling
Education
Lindenwood University 1997 — 2000
Fifth Third Bank December 2011 - Present
Bank of America Merrill Lynch July 2009 - December 2011
UBS Financial January 2006 - May 2009
One Stop Steel Corporation January 1999 - October 2002
Skills
Wealth Management, Investment Management, Private Banking, Wealth Management..., Finance, Business Planning, Due Diligence, Wealth, Asset Allocation, Investment Advisory, Networking, Portfolio Management, Series 7, Insurance, Alternative Investments, Competitive Analysis, Financial Modeling
Education
Lindenwood University 1997 — 2000
Jeffrey Patrick's Bank of America Merrill Lynch Experience April 2013 - Present
Job Director, Product Management at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2013 - Present
Citi June 2006 - March 2013
Sungard Trading Systems/Brass 2005 - 2006
SunGard Data Systems 2005 - 2006
GL Trade - Americas 2000 - 2005
Skills
Analytics, Banking, Business Development, Business Strategy, CRM, Capital Markets, Digital Marketing, Direct Marketing, Equities, Fixed Income, Leadership, Management, Marketing Communications, Marketing Strategy, Portfolio Management, Product Management, Product Marketing, Relationship Management, Strategic Planning, Vendor Management
Education
LIU Post 1987 — 1991
Bank of America Merrill Lynch April 2013 - Present
Citi June 2006 - March 2013
Sungard Trading Systems/Brass 2005 - 2006
SunGard Data Systems 2005 - 2006
GL Trade - Americas 2000 - 2005
Skills
Analytics, Banking, Business Development, Business Strategy, CRM, Capital Markets, Digital Marketing, Direct Marketing, Equities, Fixed Income, Leadership, Management, Marketing Communications, Marketing Strategy, Portfolio Management, Product Management, Product Marketing, Relationship Management, Strategic Planning, Vendor Management
Education
LIU Post 1987 — 1991
Marc Strauss's Bank of America Merrill Lynch Experience September 2014 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
Barclays Capital March 2009 - June 2014
Barclays Capital September 2006 - March 2009
Deutsche Bank September 2000 - June 2004
Skills
Systematic Vol..., Global Macro Investing, Equity Derivatives, Options Strategies, Derivatives, Hedge Funds, Structured Products, Trading, Financial Markets, Options, Bloomberg, Credit Derivatives, Interest Rate..., Asset Management, Quantitative Finance, Capital Markets, Electronic Trading, Swaps, Fixed Income, Alternative Investments, Trading Systems, Equities, FX Options, Global Macro
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Quantitative Finance
Lehigh University - College of Business and Economics 1996 — 2000
B.S., Finance and Accounting
Bank of America Merrill Lynch September 2014 - Present
Barclays Capital March 2009 - June 2014
Barclays Capital September 2006 - March 2009
Deutsche Bank September 2000 - June 2004
Skills
Systematic Vol..., Global Macro Investing, Equity Derivatives, Options Strategies, Derivatives, Hedge Funds, Structured Products, Trading, Financial Markets, Options, Bloomberg, Credit Derivatives, Interest Rate..., Asset Management, Quantitative Finance, Capital Markets, Electronic Trading, Swaps, Fixed Income, Alternative Investments, Trading Systems, Equities, FX Options, Global Macro
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Quantitative Finance
Lehigh University - College of Business and Economics 1996 — 2000
B.S., Finance and Accounting
Chris Querns's Bank of America Merrill Lynch Experience September 2015 - Present
Job Senior Vice President & Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2015 - Present
HSBC January 2015 - September 2015
HSBC January 2012 - December 2014
Wells Fargo Bank May 2007 - December 2011
WACHOVIA BANK January 2003 - May 2007
WACHOVIA SECURITIES July 2000 - January 2003
LEHIGH UNIVERSITY ATHLETICS DEPARTMENT January 1998 - January 2000
WHITING-TURNER CONTRACTING COMPANY January 1996 - January 1998
Skills
Series 7, Series 63, Portfolio Management, Banking, Finance, Business Development, Strategy, CRM, Financial Services, Credit, Investments, Relationship Management, Capital Markets, Due Diligence, Investment Banking, Asset Management, Commercial Banking, Business Strategy, Management, Strategic Planning, Cash Management, Budgets
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA
Lehigh University 1993 — 1996
BS, Civil Engineering
Bank of America Merrill Lynch September 2015 - Present
HSBC January 2015 - September 2015
HSBC January 2012 - December 2014
Wells Fargo Bank May 2007 - December 2011
WACHOVIA BANK January 2003 - May 2007
WACHOVIA SECURITIES July 2000 - January 2003
LEHIGH UNIVERSITY ATHLETICS DEPARTMENT January 1998 - January 2000
WHITING-TURNER CONTRACTING COMPANY January 1996 - January 1998
Skills
Series 7, Series 63, Portfolio Management, Banking, Finance, Business Development, Strategy, CRM, Financial Services, Credit, Investments, Relationship Management, Capital Markets, Due Diligence, Investment Banking, Asset Management, Commercial Banking, Business Strategy, Management, Strategic Planning, Cash Management, Budgets
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA
Lehigh University 1993 — 1996
BS, Civil Engineering
Arif Imam's Bank of America Merrill Lynch Experience October 2009 - Present
Job Managing Director at Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch October 2009 - Present
Shaka Capital Mgt June 2007 - February 2010
Morgan Stanley 1997 - 2006
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Derivatives, Equity Research, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Valuation
Education
Lehigh University 1982 — 1986
BSIE, Industrial Engineering
St. Mary's International School 1976 — 1982
Bank of America Merrill Lynch October 2009 - Present
Shaka Capital Mgt June 2007 - February 2010
Morgan Stanley 1997 - 2006
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Derivatives, Equity Research, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Valuation
Education
Lehigh University 1982 — 1986
BSIE, Industrial Engineering
St. Mary's International School 1976 — 1982
Raul Simpson's Bank of America Merrill Lynch Experience July 2015 - Present
Job Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch April 2013 - July 2014
Bank of America April 2012 - April 2013
Bank of America January 2011 - April 2012
Bank of America 2008 - December 2010
Skills
Small Business Lending, Loans, Consumer Lending, Commercial Banking, Lines Of Credit, Banking, Mortgage Lending, Retail Banking, Cross Selling, Mortgage Banking, Treasury Services, Home Equity Lines of..., Personal Banking, Small Business, Commercial Lending, Relationship Management, Financial Analysis, Credit, Credit Analysis
Education
LIU Brooklyn 2006 — 2007
Masters, Finance
University of Central Florida - College of Business Administration 2000 — 2004
Bachelors, Marketing
New York University
Certificate of Credit
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch April 2013 - July 2014
Bank of America April 2012 - April 2013
Bank of America January 2011 - April 2012
Bank of America 2008 - December 2010
Skills
Small Business Lending, Loans, Consumer Lending, Commercial Banking, Lines Of Credit, Banking, Mortgage Lending, Retail Banking, Cross Selling, Mortgage Banking, Treasury Services, Home Equity Lines of..., Personal Banking, Small Business, Commercial Lending, Relationship Management, Financial Analysis, Credit, Credit Analysis
Education
LIU Brooklyn 2006 — 2007
Masters, Finance
University of Central Florida - College of Business Administration 2000 — 2004
Bachelors, Marketing
New York University
Certificate of Credit
Nichola McGregor's Bank of America Merrill Lynch Experience 2004 - Present
Job Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
Bank of America Merrill Lynch 2004 - Present
AMVESCAP 2004 - 2006
Benefit Services Corporation May 1997 - October 2003
Canada Life 1993 - 1997
Education
Lake Erie College 1981 — 1985
Merrill Lynch August 2004 - Present
Bank of America Merrill Lynch 2004 - Present
AMVESCAP 2004 - 2006
Benefit Services Corporation May 1997 - October 2003
Canada Life 1993 - 1997
Education
Lake Erie College 1981 — 1985
Patrick Fisher's Bank of America Merrill Lynch Experience April 2015 - Present
Job VP at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch April 2015 - Present
Silverpeak Real Estate Finance December 2013 - March 2015
SP Full Stack Commercial Capital LLC October 2012 - November 2013
G2 Real Estate Partners LLC January 2010 - September 2012
Lehman Brothers June 2007 - March 2008
Deutsche Bank Securities May 2004 - June 2007
Prudential Mortgage Capital Company June 2001 - April 2004
Skills
Commercial Real Estate, Loans, CMBS, Securitization, Real Estate Economics, Valuation
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bank of America Merrill Lynch April 2015 - Present
Silverpeak Real Estate Finance December 2013 - March 2015
SP Full Stack Commercial Capital LLC October 2012 - November 2013
G2 Real Estate Partners LLC January 2010 - September 2012
Lehman Brothers June 2007 - March 2008
Deutsche Bank Securities May 2004 - June 2007
Prudential Mortgage Capital Company June 2001 - April 2004
Skills
Commercial Real Estate, Loans, CMBS, Securitization, Real Estate Economics, Valuation
Education
Lehigh University - College of Business and Economics 1996 — 2000
Raquel Karlin's Bank of America Merrill Lynch Experience 1996 - Present
Job Vice President, Treasury Solutions Analyst at Bank of
Industry Banking
Experience
Bank of America Merrill Lynch 1996 - Present
Education
Long Island University 1991 — 1995
BA, Business Administration
Bank of America Merrill Lynch 1996 - Present
Education
Long Island University 1991 — 1995
BA, Business Administration
Chris Ackerlund's Bank of America Merrill Lynch Experience May 2011 - Present
Job SVP
Industry Accounting
Experience
Bank of America Merrill Lynch May 2011 - Present
AIG October 2009 - May 2011
PricewaterhouseCoopers October 2003 - October 2009
Wipfli LLP October 1997 - October 2003
Schenck SC April 1996 - October 1997
Firstar Bank August 1994 - April 1996
Education
University of St. Thomas - Opus College of Business
MBA, Finance
Lakeland College 1993 — 1994
B.A., Accounting
University of Wisconsin-River Falls 1986 — 1989
B.S., Broad Area Business Administration
Bank of America Merrill Lynch May 2011 - Present
AIG October 2009 - May 2011
PricewaterhouseCoopers October 2003 - October 2009
Wipfli LLP October 1997 - October 2003
Schenck SC April 1996 - October 1997
Firstar Bank August 1994 - April 1996
Education
University of St. Thomas - Opus College of Business
MBA, Finance
Lakeland College 1993 — 1994
B.A., Accounting
University of Wisconsin-River Falls 1986 — 1989
B.S., Broad Area Business Administration
Poonam Kumar's Bank of America Merrill Lynch Experience October 2010 - January 2011
Job Corporate Associate at DLA Piper
Industry Law Practice
Experience
DLA Piper August 2012 - Present
Faegre & Benson LLP June 2011 - September 2012
Linklaters September 2007 - May 2011
Bank of America Merrill Lynch October 2010 - January 2011
Skills
Corporate Law, Mergers & Acquisitions, Cross-border..., Joint Ventures, Legal Research, Corporate Governance, Legal Writing, International Law, Private Equity, Legal Advice, Due Diligence
Education
The University of Texas School of Law 2004 — 2007
Doctor of Law (JD)
Lawrence University 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
DLA Piper August 2012 - Present
Faegre & Benson LLP June 2011 - September 2012
Linklaters September 2007 - May 2011
Bank of America Merrill Lynch October 2010 - January 2011
Skills
Corporate Law, Mergers & Acquisitions, Cross-border..., Joint Ventures, Legal Research, Corporate Governance, Legal Writing, International Law, Private Equity, Legal Advice, Due Diligence
Education
The University of Texas School of Law 2004 — 2007
Doctor of Law (JD)
Lawrence University 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
Derrick Chao's Bank of America Merrill Lynch Experience July 2011 - Present
Job Vice President, Mergers and Acquisitions at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2011 - Present
NFFC August 2007 - July 2009
Credit Suisse First Boston June 2005 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, Debt, Private Equity, Leveraged Finance, Equities, Corporate Finance, Financial Statement..., Business Valuation, Finance, Capital Markets, Mergers
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance
UCLA Anderson School of Management 2009 — 2011
MBA
London Business School 2010 — 2010
International Exchange Program
Bank of America Merrill Lynch July 2011 - Present
NFFC August 2007 - July 2009
Credit Suisse First Boston June 2005 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, Debt, Private Equity, Leveraged Finance, Equities, Corporate Finance, Financial Statement..., Business Valuation, Finance, Capital Markets, Mergers
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance
UCLA Anderson School of Management 2009 — 2011
MBA
London Business School 2010 — 2010
International Exchange Program
Brian Shaper's Bank of America Merrill Lynch Experience June 2006 - January 2008
Job Proposal Analyst, Institutional Retirement RFP Team at Bank of America / Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch May 2006 - July 2011
Bank of America Merrill Lynch June 2006 - January 2008
Lincoln Investment Planning May 2005 - June 2006
BHC Securities September 1998 - March 1999
Skills
Series 7, Series 63, Series 66, Project management
Education
La Salle University 2009 — 2012
MBA, Accounting, 3.6
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Science in Business Administration, Finance
Abington Friends School 1984 — 1997
Merrill Lynch July 2011 - Present
Merrill Lynch May 2006 - July 2011
Bank of America Merrill Lynch June 2006 - January 2008
Lincoln Investment Planning May 2005 - June 2006
BHC Securities September 1998 - March 1999
Skills
Series 7, Series 63, Series 66, Project management
Education
La Salle University 2009 — 2012
MBA, Accounting, 3.6
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Science in Business Administration, Finance
Abington Friends School 1984 — 1997
Jason Chalmers's Bank of America Merrill Lynch Experience January 2011 - February 2015
Job Business Systems Cons Mgr at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Bank Of America Merrill Lynch January 2011 - February 2015
Bank Of America Merrill Lynch February 2010 - January 2011
Bank Of America August 2007 - February 2010
Wachovia 2000 - 2006
The Sports Authority, Inc. 1997 - 1999
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1996
Master of Management, Business Administration
Lehigh University 1990 — 1993
Bachelor of Science (B.S.), Chemical Engineering
Wells Fargo March 2015 - Present
Bank Of America Merrill Lynch January 2011 - February 2015
Bank Of America Merrill Lynch February 2010 - January 2011
Bank Of America August 2007 - February 2010
Wachovia 2000 - 2006
The Sports Authority, Inc. 1997 - 1999
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1996
Master of Management, Business Administration
Lehigh University 1990 — 1993
Bachelor of Science (B.S.), Chemical Engineering
Sandy Rezendes's Bank of America Merrill Lynch Experience 2011 - June 2014
Job Chief Learning Officer at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2014 - Present
Bank of America Merrill Lynch 2011 - June 2014
Fidelity Investments 2000 - 2010
Mariner Health Care 1998 - 1999
BNY Mellon 1996 - 1998
Clean Harbors 1991 - 1996
Skills
Change Management, Performance Management, Employee Engagement, Workshop Facilitation, Metrics, Staff Development, Call Center, Process Management, Selling Skills, ADDIE, Diversity & Inclusion, People Skills, Lean Manufacturing, Product Training, Succession Planning, Instructional Design, Performance Consulting, Organizational..., Talent Management, Leadership Development, Organizational..., E-Learning, Program Management, Training, Leadership, Onboarding, Management Consulting, Call Centers, Organizational Design
Education
Lesley University
M.S., Training and Development
University of New Hampshire
BA, History, Political Science
Citizens Financial Group, Inc. June 2014 - Present
Bank of America Merrill Lynch 2011 - June 2014
Fidelity Investments 2000 - 2010
Mariner Health Care 1998 - 1999
BNY Mellon 1996 - 1998
Clean Harbors 1991 - 1996
Skills
Change Management, Performance Management, Employee Engagement, Workshop Facilitation, Metrics, Staff Development, Call Center, Process Management, Selling Skills, ADDIE, Diversity & Inclusion, People Skills, Lean Manufacturing, Product Training, Succession Planning, Instructional Design, Performance Consulting, Organizational..., Talent Management, Leadership Development, Organizational..., E-Learning, Program Management, Training, Leadership, Onboarding, Management Consulting, Call Centers, Organizational Design
Education
Lesley University
M.S., Training and Development
University of New Hampshire
BA, History, Political Science
Suzanne Keilty's Bank of America Merrill Lynch Experience June 2013 - Present
Job at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Merrill Lynch Private Banking & Investment Group March 2006 - Present
Lawson Enterprises, Inc. March 2004 - March 2006
Skills
Equities, Financial Modeling, Investments, Series 7, Banking, Finance, Risk Management, Leadership, Sales, Loans, Relationship Management, Financial Analysis, Management, Portfolio Management, Strategic Planning
Education
La Salle University 2002 — 2005
Master of Business Administration (MBA)
La Salle University - School of Business Administration 1998 — 2002
BS, Marketing
Bank of America Merrill Lynch June 2013 - Present
Merrill Lynch Private Banking & Investment Group March 2006 - Present
Lawson Enterprises, Inc. March 2004 - March 2006
Skills
Equities, Financial Modeling, Investments, Series 7, Banking, Finance, Risk Management, Leadership, Sales, Loans, Relationship Management, Financial Analysis, Management, Portfolio Management, Strategic Planning
Education
La Salle University 2002 — 2005
Master of Business Administration (MBA)
La Salle University - School of Business Administration 1998 — 2002
BS, Marketing
Rick Lizzo's Bank of America Merrill Lynch Experience January 2010 - March 2010
Job Senior Project Manager at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts July 2013 - Present
Citibank March 2011 - Present
Merck August 2010 - May 2011
Citi Group March 2010 - July 2010
Bank of America Merrill Lynch January 2010 - March 2010
Novartis September 2008 - January 2009
Bristol-Myers Squibb August 2007 - July 2008
Paragon Computer Professionals 2007 - 2008
McKinsey 1998 - 2006
Skills
SDLC, Requirements Gathering, Software Documentation, Analysis, Business Analysis, Program Management, SharePoint, IT Strategy, Process Improvement, Requirements Analysis, Vendor Management, Business Process...
Education
LIU Brooklyn 1984 — 1989
Management, Management, Marketing and Finance
Express Scripts July 2013 - Present
Citibank March 2011 - Present
Merck August 2010 - May 2011
Citi Group March 2010 - July 2010
Bank of America Merrill Lynch January 2010 - March 2010
Novartis September 2008 - January 2009
Bristol-Myers Squibb August 2007 - July 2008
Paragon Computer Professionals 2007 - 2008
McKinsey 1998 - 2006
Skills
SDLC, Requirements Gathering, Software Documentation, Analysis, Business Analysis, Program Management, SharePoint, IT Strategy, Process Improvement, Requirements Analysis, Vendor Management, Business Process...
Education
LIU Brooklyn 1984 — 1989
Management, Management, Marketing and Finance
Abid Abbas's Bank of America Merrill Lynch Experience 2010 - Present
Job Director at Windforce Capital
Industry Financial Services
Experience
Windforce Capital March 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. April 2013 - Present
Bank of America - Merrill Lynch 2010 - Present
Bank of America Merill Lynch April 2010 - April 2013
MarketAxess April 2009 - April 2010
Skills
Risk Management, Fixed Income, Capital Markets, Derivatives, Investment Banking, Financial Modeling, Financial Analysis, Equities, Bloomberg, Trading Systems, Corporate Finance, Investments
Education
New York University 2005 — 2006
M.S., Maths and Computer Science
Lahore University of Management Sciences 2000 — 2004
Bachelor of Science (BSc)
Windforce Capital March 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. April 2013 - Present
Bank of America - Merrill Lynch 2010 - Present
Bank of America Merill Lynch April 2010 - April 2013
MarketAxess April 2009 - April 2010
Skills
Risk Management, Fixed Income, Capital Markets, Derivatives, Investment Banking, Financial Modeling, Financial Analysis, Equities, Bloomberg, Trading Systems, Corporate Finance, Investments
Education
New York University 2005 — 2006
M.S., Maths and Computer Science
Lahore University of Management Sciences 2000 — 2004
Bachelor of Science (BSc)
Donna Atmore-Dolly's Bank of America Merrill Lynch Experience January 1987 - May 2014
Job at Bank of America
Industry Banking
Experience
Bank of America March 2012 - May 2014
Bank of America Merrill Lynch January 1987 - May 2014
Bank of America March 2005 - March 2012
Bank of America March 2001 - March 2005
Bank of America March 1993 - March 2001
Skills
Banking, Treasury Management, Portfolio Management, Cash Management, Commercial Banking, Capital Markets, Credit, Loans, Risk Management, Relationship Management, Financial Services, Financial Risk, Payments, Commercial Lending, Credit Cards
Education
Lincoln University 1978 — 1982
BS, Business
Bank of America March 2012 - May 2014
Bank of America Merrill Lynch January 1987 - May 2014
Bank of America March 2005 - March 2012
Bank of America March 2001 - March 2005
Bank of America March 1993 - March 2001
Skills
Banking, Treasury Management, Portfolio Management, Cash Management, Commercial Banking, Capital Markets, Credit, Loans, Risk Management, Relationship Management, Financial Services, Financial Risk, Payments, Commercial Lending, Credit Cards
Education
Lincoln University 1978 — 1982
BS, Business
Curtis Nagle, CFA's Bank of America Merrill Lynch Experience 2009 - Present
Job Equity Analyst Speciality Retail Hardlines
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
Skills
Valuation, Financial Modeling, Equity Research, Market Research, Bloomberg, Equity Valuation, Equities, DCF, Financial Analysis, Hedge Funds
Education
Lehigh University 2001 — 2005
BA, Economics, International Relations
The Taft School 1997 — 2000
Bank of America Merrill Lynch 2009 - Present
Skills
Valuation, Financial Modeling, Equity Research, Market Research, Bloomberg, Equity Valuation, Equities, DCF, Financial Analysis, Hedge Funds
Education
Lehigh University 2001 — 2005
BA, Economics, International Relations
The Taft School 1997 — 2000
Josefa Palma's Bank of America Merrill Lynch Experience 2010 - 2013
Job Client Relationship Associate at Legal & General Investment Management America
Industry Investment Management
Experience
Legal & General Investment Management America August 2015 - Present
University of Virginia Darden School of Business August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Bank of America Merrill Lynch 2010 - 2013
J.P. Morgan May 2009 - August 2009
WestLB June 2008 - August 2009
PricewaterhouseCoopers LLP June 2008 - July 2008
The James Hotel May 2007 - August 2007
Skills
Capital Markets, Investment Banking, Due Diligence, Analysis, Investments
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance
Legal & General Investment Management America August 2015 - Present
University of Virginia Darden School of Business August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Bank of America Merrill Lynch 2010 - 2013
J.P. Morgan May 2009 - August 2009
WestLB June 2008 - August 2009
PricewaterhouseCoopers LLP June 2008 - July 2008
The James Hotel May 2007 - August 2007
Skills
Capital Markets, Investment Banking, Due Diligence, Analysis, Investments
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance
Jason Figura's Bank of America Merrill Lynch Experience August 2015 - Present
Job AVP Consumer Credit Card Strategies at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch August 2014 - August 2015
Bank of America Merrill Lynch April 2013 - August 2014
Bank of America Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch June 2010 - July 2011
Bank of America Merrill Lynch June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Skills
Finance, Financial Risk, Mortgage Lending, Credit Cards, Financial Analysis, Financial Modeling, Financial Reporting, Risk Management, Corporate Finance, Strategic Financial..., Microsoft Excel, Essbase, Process Improvement, Account Reconciliation, General Ledger, Portfolio Management
Education
Lehigh University - College of Business and Economics 2007 — 2009
Bachelors, Finance & Real Estate
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch August 2014 - August 2015
Bank of America Merrill Lynch April 2013 - August 2014
Bank of America Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch June 2010 - July 2011
Bank of America Merrill Lynch June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Skills
Finance, Financial Risk, Mortgage Lending, Credit Cards, Financial Analysis, Financial Modeling, Financial Reporting, Risk Management, Corporate Finance, Strategic Financial..., Microsoft Excel, Essbase, Process Improvement, Account Reconciliation, General Ledger, Portfolio Management
Education
Lehigh University - College of Business and Economics 2007 — 2009
Bachelors, Finance & Real Estate
Kristina Guerra's Bank of America Merrill Lynch Experience Senior Audit ManagerBank Of America2009 - Present
Job Audit Professional Bank of America
Industry Financial Services
Experience
Bank of America/ Merrill Lynch Senior Audit ManagerBank Of America2009 - Present
Merrill Lynch May 2000 - Present
Arthur Andersen September 1994 - May 2000
Skills
Auditing, Risk Management, Enterprise Risk..., Financial Services, Internal Audit, Internal Controls
Education
La Salle University 1990 — 1994
BS, Accounting
Bank of America/ Merrill Lynch Senior Audit ManagerBank Of America2009 - Present
Merrill Lynch May 2000 - Present
Arthur Andersen September 1994 - May 2000
Skills
Auditing, Risk Management, Enterprise Risk..., Financial Services, Internal Audit, Internal Controls
Education
La Salle University 1990 — 1994
BS, Accounting
Steve Lashbrook's Bank of America Merrill Lynch Experience April 2010 - Present
Job VP Senior Manager AML at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2010 - Present
Bank of Montreal January 2007 - April 2010
RBC September 2001 - April 2007
RBC January 1998 - January 2001
Skills
AML, KYC, OFAC, Fraud, Financial Risk, Banking, Sanction, Operational Risk, Due Diligence, USA PATRIOT Act, Securities, Credit Risk, Bank Secrecy Act, Retail Banking, Risk Assessment, Goverance, Operational Risk..., Financial Institutions, Risk Management
Education
Lakehead University 1982 — 1985
Bachelor of Business Administration (BBA), business
Lakehead University 1981 — 1984
Bachelor, Business Administration
Bank of America Merrill Lynch April 2010 - Present
Bank of Montreal January 2007 - April 2010
RBC September 2001 - April 2007
RBC January 1998 - January 2001
Skills
AML, KYC, OFAC, Fraud, Financial Risk, Banking, Sanction, Operational Risk, Due Diligence, USA PATRIOT Act, Securities, Credit Risk, Bank Secrecy Act, Retail Banking, Risk Assessment, Goverance, Operational Risk..., Financial Institutions, Risk Management
Education
Lakehead University 1982 — 1985
Bachelor of Business Administration (BBA), business
Lakehead University 1981 — 1984
Bachelor, Business Administration
Annemarie Furdella's Bank of America Merrill Lynch Experience 2011 - 2013
Job Regional Account Executive at Greater Philadelphia Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Greater Philadelphia Chamber of Commerce 2014 - Present
Bank of America Merrill Lynch 2011 - 2013
inVentiv Health 2009 - 2011
Bayer HealthCare 2003 - 2008
The CBORD Group, Inc. 1998 - 2003
Skills
Consultative Selling, Healthcare, Medical Devices, Sales Operations, Software Solution Sales, Commercial Lending, Project Management, Training, Medical Device Sales, New Business Development, Sales, Business Development, Sales Management, Account Management, Cardiology, Diabetes, Buy & Bill, Product Launch, Customer Service, Asset Based Lending, Sales Process, Selling, Strategy, Cross-functional Team...
Education
La Salle University
BS, Business
Greater Philadelphia Chamber of Commerce 2014 - Present
Bank of America Merrill Lynch 2011 - 2013
inVentiv Health 2009 - 2011
Bayer HealthCare 2003 - 2008
The CBORD Group, Inc. 1998 - 2003
Skills
Consultative Selling, Healthcare, Medical Devices, Sales Operations, Software Solution Sales, Commercial Lending, Project Management, Training, Medical Device Sales, New Business Development, Sales, Business Development, Sales Management, Account Management, Cardiology, Diabetes, Buy & Bill, Product Launch, Customer Service, Asset Based Lending, Sales Process, Selling, Strategy, Cross-functional Team...
Education
La Salle University
BS, Business
Glenn M. Goldberg's Bank of America Merrill Lynch Experience March 2005 - October 2012
Job Business Manager Bank of America ML
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2005 - October 2012
Citigroup April 1994 - March 2005
Skills
Investment Banking, Management, Due Diligence, Marketing, Sales, FINRA, Leadership, Asset Managment, Financial Risk, Back Office, Bonds, Bloomberg, Investments, Finance, Analysis, Asset Management, Emerging Markets, Settlement, Budgets, Mutual Funds, Financial Markets, Insurance, Financial Services
Education
Long Island University, Brooklyn Campus 1987 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
NDHS
Bank of America Merrill Lynch March 2005 - October 2012
Citigroup April 1994 - March 2005
Skills
Investment Banking, Management, Due Diligence, Marketing, Sales, FINRA, Leadership, Asset Managment, Financial Risk, Back Office, Bonds, Bloomberg, Investments, Finance, Analysis, Asset Management, Emerging Markets, Settlement, Budgets, Mutual Funds, Financial Markets, Insurance, Financial Services
Education
Long Island University, Brooklyn Campus 1987 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
NDHS
Arlene Arrington's Bank of America Merrill Lynch Experience June 2004 - December 2011
Job Executive Assistant at Citi Private Bank
Industry Banking
Experience
Citi September 2012 - Present
Bank of America Merrill Lynch June 2004 - December 2011
Skills
Human Resources, Microsoft Office, Payroll, Customer Service, Employee Relations, Time Management, Management, Team Building, Administration, Organizational..., Teamwork
Education
Long Island University, Brooklyn Campus 1998 — 2000
Master of Science, HRM, 3.7
St. Joseph's College brooklyn, NY 1993 — 1997
BS, Organization Management, 3.0
Citi September 2012 - Present
Bank of America Merrill Lynch June 2004 - December 2011
Skills
Human Resources, Microsoft Office, Payroll, Customer Service, Employee Relations, Time Management, Management, Team Building, Administration, Organizational..., Teamwork
Education
Long Island University, Brooklyn Campus 1998 — 2000
Master of Science, HRM, 3.7
St. Joseph's College brooklyn, NY 1993 — 1997
BS, Organization Management, 3.0
Jamie Bleier's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Senior Consultant at IBM Global Business Services
Industry Information Technology and Services
Experience
IBM Global Business Services June 2014 - Present
IBM Global Business Services October 2012 - Present
Lehigh University August 2008 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Betterfly June 2010 - June 2011
Skills
SAP Implementation, SAP MM, Ariba, Purchasing Processes, Business Planning, Portfolio Management, Finance, Functional..., User Acceptance Testing, Data Conversion, Business Requirements, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Management, Data Analysis, Social Media
Education
Lehigh University 2008 — 2012
Bachelor of Science, Finance
Byram Hills HS
Byram Hills HS
Byram Hills HS
Byram Hills HS
IBM Global Business Services June 2014 - Present
IBM Global Business Services October 2012 - Present
Lehigh University August 2008 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Betterfly June 2010 - June 2011
Skills
SAP Implementation, SAP MM, Ariba, Purchasing Processes, Business Planning, Portfolio Management, Finance, Functional..., User Acceptance Testing, Data Conversion, Business Requirements, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Management, Data Analysis, Social Media
Education
Lehigh University 2008 — 2012
Bachelor of Science, Finance
Byram Hills HS
Byram Hills HS
Byram Hills HS
Byram Hills HS
Chad Diacont's Bank of America Merrill Lynch Experience March 2010 - July 2011
Job Director, Corporate Finance at CBS Corporation
Industry Capital Markets
Experience
CBS Corporation June 2014 - Present
Time Warner Cable May 2013 - June 2014
Time Warner Cable July 2011 - May 2013
Bank of America Merrill Lynch March 2010 - July 2011
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2008
Skills
Derivatives, Bloomberg, Capital Markets, Finance, Financial Modeling, Middle Office, Financial Analysis, Investment Banking, Equities, Fixed Income, Asset Management, Treasury, Corporate Finance, Investments, Portfolio Management, Financial Services, Trading, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Specializations in Corporate Finance, Financial Instruments and Markets, and Management
Lehigh University 2003 — 2007
Bachelor of Science (BS), Finance
Nazareth Area High School 1999 — 2003
CBS Corporation June 2014 - Present
Time Warner Cable May 2013 - June 2014
Time Warner Cable July 2011 - May 2013
Bank of America Merrill Lynch March 2010 - July 2011
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2008
Skills
Derivatives, Bloomberg, Capital Markets, Finance, Financial Modeling, Middle Office, Financial Analysis, Investment Banking, Equities, Fixed Income, Asset Management, Treasury, Corporate Finance, Investments, Portfolio Management, Financial Services, Trading, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Specializations in Corporate Finance, Financial Instruments and Markets, and Management
Lehigh University 2003 — 2007
Bachelor of Science (BS), Finance
Nazareth Area High School 1999 — 2003
Jennifer Beauchemin's Bank of America Merrill Lynch Experience May 2006 - July 2013
Job Financial Marketing Project Manager/Writer
Industry Marketing and Advertising
Experience
Self Employed Freelance Work April 1996 - Present
Bank of America Merrill Lynch May 2006 - July 2013
Bank of America/Columbia Management April 1996 - October 2005
Laughlin Group of Companies July 1995 - April 1996
O'Neil/Beriault Public Relations December 1993 - July 1995
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Writing, Website Development, Supervisory Experience, Newsletter Production, Event Planning, Print Production Process, Project Management, Collateral Management, Public Relations, Non-profit Boards, Social Media, Multi-media Marketing..., Integrated Marketing, Retirement, Internal Communications, Direct Marketing, Content Strategy, Copywriting, Investments
Education
Linfield College 1989 — 1993
Bachelor of Arts, Business and English
Self Employed Freelance Work April 1996 - Present
Bank of America Merrill Lynch May 2006 - July 2013
Bank of America/Columbia Management April 1996 - October 2005
Laughlin Group of Companies July 1995 - April 1996
O'Neil/Beriault Public Relations December 1993 - July 1995
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Writing, Website Development, Supervisory Experience, Newsletter Production, Event Planning, Print Production Process, Project Management, Collateral Management, Public Relations, Non-profit Boards, Social Media, Multi-media Marketing..., Integrated Marketing, Retirement, Internal Communications, Direct Marketing, Content Strategy, Copywriting, Investments
Education
Linfield College 1989 — 1993
Bachelor of Arts, Business and English
Jeremiah Holdbrook's Bank of America Merrill Lynch Experience June 2008 - August 2010
Job Capital Markets Professional
Industry Capital Markets
Experience
BANK OF AMERICA MERRILL LYNCH June 2008 - August 2010
WACHOVIA CORPORATION August 2007 - May 2008
THE PROGRESSIVE CORPORATION August 2005 - April 2007
Office of Enrollment Services May 2004 - May 2005
Education
Lynchburg College
Master of Business Administration (MBA)
Liberty University
Bachelor of Science, Business Administration; Marketing
BANK OF AMERICA MERRILL LYNCH June 2008 - August 2010
WACHOVIA CORPORATION August 2007 - May 2008
THE PROGRESSIVE CORPORATION August 2005 - April 2007
Office of Enrollment Services May 2004 - May 2005
Education
Lynchburg College
Master of Business Administration (MBA)
Liberty University
Bachelor of Science, Business Administration; Marketing
Matthew Fields's Bank of America Merrill Lynch Experience November 2003 - May 2012
Job Vice President/Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2012 - Present
Bank of America Merrill Lynch November 2003 - May 2012
Edward Jones Investments 1999 - November 2003
Skills
Estate Planning, Financial Planning, Investments, Retirement Income..., Asset Protection, Wealth Preservation and..., Wealth Management..., Strategic Financial..., Financial Advisory, Retirement, Fixed Annuities, Finance, Asset Allocation, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Series 7, 401k, Series 63
Education
Lewis and Clark College 1996 — 1999
Master of Arts, Counseling Psychology
University of Puget Sound 1991 — 1995
Bachelor of Arts, Psychology
Robert W. Baird & Co. May 2012 - Present
Bank of America Merrill Lynch November 2003 - May 2012
Edward Jones Investments 1999 - November 2003
Skills
Estate Planning, Financial Planning, Investments, Retirement Income..., Asset Protection, Wealth Preservation and..., Wealth Management..., Strategic Financial..., Financial Advisory, Retirement, Fixed Annuities, Finance, Asset Allocation, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Series 7, 401k, Series 63
Education
Lewis and Clark College 1996 — 1999
Master of Arts, Counseling Psychology
University of Puget Sound 1991 — 1995
Bachelor of Arts, Psychology
William Dangc's Bank of America Merrill Lynch Experience August 2015 - Present
Job MBA Equity Analyst Intern at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
PPG Industries May 2015 - August 2015
GBS Finanzas February 2015 - May 2015
Nikko Chemicals Co., Ltd. June 2014 - January 2015
Genworth Financial August 2012 - July 2013
Genworth Financial July 2011 - August 2012
American General Life and Accident September 2008 - July 2011
Skills
Life Insurance, Insurance, Long-term Care, Underwriting, Claim, Microsoft Excel, Risk Management, Employee Benefits, Accounting, Fixed Annuities, Microsoft Office, Management, Financial Analysis, Analysis, Corporate Finance, M&A analysis, Leadership, Team Leadership, International Business, Business Strategy
Education
University of South Carolina - Darla Moore School of Business 2013 — 2015
International MBA, Finance/Investment, Currently 4.0/4.0
Waseda University 2014 — 2014
Intensive Japanese Language Program, Business
Liberty University 2005 — 2008
Bachelor of Science (B.S.), International Business, 3.52
Bank of America Merrill Lynch August 2015 - Present
PPG Industries May 2015 - August 2015
GBS Finanzas February 2015 - May 2015
Nikko Chemicals Co., Ltd. June 2014 - January 2015
Genworth Financial August 2012 - July 2013
Genworth Financial July 2011 - August 2012
American General Life and Accident September 2008 - July 2011
Skills
Life Insurance, Insurance, Long-term Care, Underwriting, Claim, Microsoft Excel, Risk Management, Employee Benefits, Accounting, Fixed Annuities, Microsoft Office, Management, Financial Analysis, Analysis, Corporate Finance, M&A analysis, Leadership, Team Leadership, International Business, Business Strategy
Education
University of South Carolina - Darla Moore School of Business 2013 — 2015
International MBA, Finance/Investment, Currently 4.0/4.0
Waseda University 2014 — 2014
Intensive Japanese Language Program, Business
Liberty University 2005 — 2008
Bachelor of Science (B.S.), International Business, 3.52
Rhoda Rothkopf's Bank of America Merrill Lynch Experience October 2005 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2005 - Present
National Securities, Inc January 2000 - October 2005
Tangent Fund November 1995 - January 2000
Offitbank September 1993 - October 1995
Skills
Investments, Securities, Portfolio Management, Asset Management, Mutual Funds, Capital Markets, Trading, Due Diligence, Wealth Management, Investment Banking, Compliance, FINRA, Research, Risk, Series 7, Risk Management, Competitive Analysis, Investment Advisory, Financial Reporting, Equities, Corporate Finance, Relational Databases, Financial Modeling, Managerial Finance, Financial Analysis, Risk Assessment
Education
Lafayette College
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Bank of America Merrill Lynch October 2005 - Present
National Securities, Inc January 2000 - October 2005
Tangent Fund November 1995 - January 2000
Offitbank September 1993 - October 1995
Skills
Investments, Securities, Portfolio Management, Asset Management, Mutual Funds, Capital Markets, Trading, Due Diligence, Wealth Management, Investment Banking, Compliance, FINRA, Research, Risk, Series 7, Risk Management, Competitive Analysis, Investment Advisory, Financial Reporting, Equities, Corporate Finance, Relational Databases, Financial Modeling, Managerial Finance, Financial Analysis, Risk Assessment
Education
Lafayette College
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Ryan Csencsitz's Bank of America Merrill Lynch Experience May 2014 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch December 2009 - April 2014
Merrill Lynch June 2007 - November 2009
Merrill Lynch June 2002 - June 2007
Skills
Certified Six Sigma..., Chartered Retirement..., Series 7, Series 66, Series 24, Securities
Education
La Salle University 2006 — 2009
MBA, Finance
Penn State University 1997 — 2001
BS, Finance
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch December 2009 - April 2014
Merrill Lynch June 2007 - November 2009
Merrill Lynch June 2002 - June 2007
Skills
Certified Six Sigma..., Chartered Retirement..., Series 7, Series 66, Series 24, Securities
Education
La Salle University 2006 — 2009
MBA, Finance
Penn State University 1997 — 2001
BS, Finance
Patrick Hamer's Bank of America Merrill Lynch Experience April 2015 - Present
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2015 - Present
Skills
Equity Capital Markets, Trading, Investment Banking, IPO, Valuation, Equities, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Fixed Income, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Lehigh University 2002 — 2006
BA, Economics / History, Dean's List
Bank of America Merrill Lynch April 2015 - Present
Skills
Equity Capital Markets, Trading, Investment Banking, IPO, Valuation, Equities, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Fixed Income, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Lehigh University 2002 — 2006
BA, Economics / History, Dean's List
Lucy Fletcher's Bank of America Merrill Lynch Experience May 2008 - February 2010
Job Cross Border Real Estate Investment Strategist
Industry Real Estate
Experience
JLL April 2013 - Present
JLL October 2011 - March 2013
Bank of America Merrill Lynch May 2008 - February 2010
New Star Asset Management May 2007 - May 2008
AIG Global Real Estate Investment LLC November 2006 - 2007
JLL May 2003 - July 2006
CB Richard Ellis September 1999 - May 2003
Skills
Capital Markets, Real Estate Private..., Investor Relations, Asset Management, Commercial Real Estate, Real Estate, Investments, Portfolio Management, Investment Properties, Corporate Real Estate, Real Estate Development, Real Estate Economics, Due Diligence, Appraisals, Valuation, Property Management, Real Estate Transactions
Education
The University of Edinburgh 1995 — 1999
MArch, Architectural Design
London South Bank University 1999 — 2001
Post Graduate Diploma, Estate Management
JLL April 2013 - Present
JLL October 2011 - March 2013
Bank of America Merrill Lynch May 2008 - February 2010
New Star Asset Management May 2007 - May 2008
AIG Global Real Estate Investment LLC November 2006 - 2007
JLL May 2003 - July 2006
CB Richard Ellis September 1999 - May 2003
Skills
Capital Markets, Real Estate Private..., Investor Relations, Asset Management, Commercial Real Estate, Real Estate, Investments, Portfolio Management, Investment Properties, Corporate Real Estate, Real Estate Development, Real Estate Economics, Due Diligence, Appraisals, Valuation, Property Management, Real Estate Transactions
Education
The University of Edinburgh 1995 — 1999
MArch, Architectural Design
London South Bank University 1999 — 2001
Post Graduate Diploma, Estate Management
Vicki Karadjova's Bank of America Merrill Lynch Experience June 2013 - Present
Job Business Support
Industry
Experience
Bank of America Merrill Lynch June 2013 - Present
PNC August 2011 - June 2013
Skills
Customer Service
Education
Las Positas College
Business Administration and Management, General
Bank of America Merrill Lynch June 2013 - Present
PNC August 2011 - June 2013
Skills
Customer Service
Education
Las Positas College
Business Administration and Management, General
Linda DeCurtis's Bank of America Merrill Lynch Experience September 2009 - Present
Job Wealth Management Banker at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2009 - Present
Bank of America September 1997 - February 2009
Skills
Wealth Management, Portfolio Management, Credit, Banking, Mortgage Lending, Loans, Financial Advisory, Business Strategy, Securities, Series 7, Relationship Management, Private Banking, Series 63, Retirement Planning, Mutual Funds, Management, Investment Advisory, Serie 7, Small Business Lending, Strategic Planning, New Business Development, Building Relationships, Financial Reporting, Financial Analysis
Education
C W Post Long Island University 1991 — 1999
MBA, Marketing
Long Island University, C.W. Post Campus
Bank of America Merrill Lynch September 2009 - Present
Bank of America September 1997 - February 2009
Skills
Wealth Management, Portfolio Management, Credit, Banking, Mortgage Lending, Loans, Financial Advisory, Business Strategy, Securities, Series 7, Relationship Management, Private Banking, Series 63, Retirement Planning, Mutual Funds, Management, Investment Advisory, Serie 7, Small Business Lending, Strategic Planning, New Business Development, Building Relationships, Financial Reporting, Financial Analysis
Education
C W Post Long Island University 1991 — 1999
MBA, Marketing
Long Island University, C.W. Post Campus
Joyce Laura Wong Hon Chan's Bank of America Merrill Lynch Experience August 2012 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Education
Lafayette College 2008 — 2012
Bachelor's degree, Mathematics and Economics, Honors
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Education
Lafayette College 2008 — 2012
Bachelor's degree, Mathematics and Economics, Honors
Jeffrey Rosenberger's Bank of America Merrill Lynch Experience September 2006 - Present
Job Abandoned Property Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2006 - Present
The Sports Authority 2002 - 2006
Skills
Equities, Microsoft Office, PowerPoint, Management, Customer Service, New Business Development
Education
La Salle University - School of Business Administration 2008 — 2012
Master of Business Administration (M.B.A.), Finance
Penn State University 2001 — 2006
Bachelor's degree, Business, Management and Marketing
Bank of America Merrill Lynch September 2006 - Present
The Sports Authority 2002 - 2006
Skills
Equities, Microsoft Office, PowerPoint, Management, Customer Service, New Business Development
Education
La Salle University - School of Business Administration 2008 — 2012
Master of Business Administration (M.B.A.), Finance
Penn State University 2001 — 2006
Bachelor's degree, Business, Management and Marketing
Jean W. Mathieu's Bank of America Merrill Lynch Experience February 2008 - Present
Job Assistant Vice President, Global Equities Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2008 - Present
Fidelity National Information Services August 2003 - February 2008
Ericsson August 1996 - September 2002
Skills
SQL, Unix, Access, Microsoft Excel, Team Leadership, Microsoft Office, C++, Linux, Customer Service, Microsoft Word, PHP, HTML, IBM HTTP Server, Web Development, WebSphere Application..., WebSphere MQ, JavaScript, Java, C, Windows Server, Wireless Networking, Software Development, Solaris, Sybase, MySQL, Management, Ant, Oracle SQL, Apache, Networking, Sendmail, Protocol, Tomcat, Unix Shell Scripting
Education
Long Island University, C.W. Post Campus
Master's Degree, Computer Science/Information Systems
State University of New York College at Old Westbury
Bachelor's Degree, Computer Science
Bank of America Merrill Lynch February 2008 - Present
Fidelity National Information Services August 2003 - February 2008
Ericsson August 1996 - September 2002
Skills
SQL, Unix, Access, Microsoft Excel, Team Leadership, Microsoft Office, C++, Linux, Customer Service, Microsoft Word, PHP, HTML, IBM HTTP Server, Web Development, WebSphere Application..., WebSphere MQ, JavaScript, Java, C, Windows Server, Wireless Networking, Software Development, Solaris, Sybase, MySQL, Management, Ant, Oracle SQL, Apache, Networking, Sendmail, Protocol, Tomcat, Unix Shell Scripting
Education
Long Island University, C.W. Post Campus
Master's Degree, Computer Science/Information Systems
State University of New York College at Old Westbury
Bachelor's Degree, Computer Science
Chris Amato's Bank of America Merrill Lynch Experience May 2006 - June 2014
Job Starwood Capital Group
Industry Financial Services
Experience
Starwood Capital Group June 2014 - Present
Bank of America Merrill Lynch May 2006 - June 2014
PricewaterhouseCoopers September 2003 - May 2006
Skills
CFA Level II Candidate
Education
Lehigh University 2002 — 2003
Master of Science (MS), Accounting and Information Systems
Lehigh University 1998 — 2002
Bachelor of Science (BS), Finance & Marketing dual major
Starwood Capital Group June 2014 - Present
Bank of America Merrill Lynch May 2006 - June 2014
PricewaterhouseCoopers September 2003 - May 2006
Skills
CFA Level II Candidate
Education
Lehigh University 2002 — 2003
Master of Science (MS), Accounting and Information Systems
Lehigh University 1998 — 2002
Bachelor of Science (BS), Finance & Marketing dual major
Joseph Lentine's Bank of America Merrill Lynch Experience August 2013 - Present
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Citi January 2008 - July 2013
Merrill Lynch January 2004 - January 2005
Joseph Stevens January 2003 - January 2004
Education
Lehigh University 2000 — 2003
Bachelor's degree, Finance, General
Bank of America Merrill Lynch August 2013 - Present
Citi January 2008 - July 2013
Merrill Lynch January 2004 - January 2005
Joseph Stevens January 2003 - January 2004
Education
Lehigh University 2000 — 2003
Bachelor's degree, Finance, General