Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
CIBC World Markets March 2015 - Present
TupleTex 2014 - Present
Bank of America Merrill Lynch May 2014 - March 2015
Citi Markets July 2013 - May 2014
Cayuga Research February 2013 - June 2013
University of Waterloo October 2012 - December 2012
China Merchants Bank July 2009 - March 2011
Sichuan Sky Software Co. Ltd. December 2008 - April 2009
Justlogin Pte Ltd July 2008 - October 2008
Skills
Algorithms, VBA, Matlab, C#, Derivatives, Quantitative Finance, R, Python, Java, Statistical Modeling, Machine Learning, Microsoft SQL Server, JavaScript, Stochastic Calculus, Market Risk, Openlink, Commodity, Bloomberg, Portfolio Optimization, Numerical PDE, Automatic..., ASP.NET, Software Design Patterns, Multithreading, Big Data, Grid Computing, Shell Scripting, Optimization, Monte Carlo Simulation, Volatility, Fixed Income, Oracle Database, SQL
Education
University of Waterloo 2011 — 2012
Master of Mathematics, Computational Mathematics
Southwestern University of Finance and Economics 2005 — 2009
B.E, Computer Science and Technology
Bank of America Merrill Lynch June 2014 - August 2014
Superb Motor March 2012 - August 2013
L'Oréal India June 2010 - March 2012
Skills
Consumer Products, Digital Marketing, Brand Management, Luxury Marketing, Debating, Short Film Making, Sales Planning, Business Development, Business Planning, Business Strategy, CRM, Cross-functional Team..., Debate, Strategy, Sales Plan, Marketing, Luxury Goods, Short Films, Product Development, Management, Financial Modeling, Analysis, Valuation, Market Research, Corporate Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2010 — 2010
India Leadership Exchange Program
St. Xavier's College 2007 — 2010
Bachelor of Mass Media with Double Honors in Advertising and Economics
La Martiniere Girls College, Lucknow 2005 — 2007
Indian School Certificate
Bank of America Merrill Lynch August 2014 - Present
Education
Stanford University 2010 — 2014
Copernican Solutions, LLC September 2015 - Present
Charles R. Blyth Fund October 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Lizard Institute June 2013 - August 2015
Stanford University April 2013 - March 2015
GSR Ventures October 2014 - February 2015
UBS November 2014 - November 2014
Today Art Museum July 2014 - July 2014
National Geographic Learning August 2013 - August 2013
Bingyi Creative July 2013 - August 2013
Skills
Research, Event Planning, PowerPoint, Fundraising, Nonprofits, Microsoft Excel, Mandarin, International Relations, Social Media Marketing, Non-profits, Microsoft Word, Presentations, Social Entrepreneurship, Policy Analysis
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), Economics, minor in Art History
University of Oxford 2014 — 2014
Stanford in Oxford, affiliated with Magdalen College, History of Art, 4.0/4.0
Shanghai World Foreign Language School 2009 — 2012
International Baccalaureate Bilingual Diploma, Higher level courses in Math, Chemistry, Economics, and English, IB Score: 45/45
Bank of America Merrill Lynch 2012 - 2012
University of Oregon Department of Athletics 2009 - 2011
Education
Stanford University Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Stanford University 2007 — 2008
Master of Arts (M.A.), Organizations, Business & the Economy
Stanford University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Bank of America Merrill Lynch May 2008 - January 2013
Futures First Info. Services Pvt. Ltd. June 2005 - May 2006
Education
IIM Ahmedabad 2006 — 2008
Post Graduate Programme (MBA), Finance
The Institute of Chartered Accountants of India 2004 — 2008
Chartered Accountant
St. Xavier's College 2002 — 2005
Bachelor of Commerce (B.Com.), Commerce
Degreed May 2014 - Present
Bank of America Merrill Lynch May 2013 - May 2014
Bank of America Merrill Lynch July 2011 - May 2013
F4Ed, Inc. September 2009 - June 2011
Bank of America Merrill Lynch June 2010 - August 2010
Constellation Wealth Advisors January 2010 - June 2010
EPATT September 2008 - March 2010
Stanford University Center for International Security and Cooperation (CISAC) November 2008 - March 2009
Skills
Entrepreneurship, Business Development, Strategic Partnerships, Start-ups, Edtech, Higher Education, E-Learning, Strategy, SaaS, Research, Financial Modeling, Financial Markets, Economics, Sales, Networking, Social Media, Data Analysis, Educational Technology, Education, Human Resources, Thought Leadership, HTML5, JavaScript, CSS, jQuery, AJAX, Strategic Planning, Training
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch July 2009 - April 2013
Bank of America July 2007 - July 2009
Bank of America June 2006 - July 2007
Skills
Microsoft Excel, Microsoft Word, Credit Risk, Credit Analysis, Financial Analysis, Portfolio Management, Banking, Risk Management, Finance, Credit, Commercial Banking, Loans, Commercial Lending, Corporate Finance, Financial Risk
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.), Finance with Concentration in Corporate Finance
University of North Texas 2004 — 2009
Business Administration, Finance, General
Bank of America Merrill Lynch May 2015 - Present
Cinsay October 2013 - April 2015
MetroPCS January 2012 - October 2013
Calyx Investments May 2011 - September 2011
Skills
Financial Modeling, Forecasting, Finance, Business Analysis, Financial Analysis, Analysis, Strategy, Budgets, Project Planning, Mergers & Acquisitions, Managerial Finance, Leadership, Management, Microsoft Excel, Financial Forecasting, Accounting, Financial Reporting, Start-ups, Program Management, Budget, Budget Process, PowerPoint, Data Analysis, Planning Budgeting &..., Corporate Finance, Variance Analysis, Strategic Financial..., Business Process, Internal Audit, Investments, Operations Management, ITIL v3 Foundations..., IT Financial Management, Contract Management, Budget Reconciliation, Billing Systems, Valuation, Business Valuation
Education
Southern Methodist University - Cox School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Greenhill School 1995 — 2008
Bank of America Merrill Lynch July 2014 - June 2015
Hunt Oil Company June 2013 - August 2013
Office of George W. Bush January 2013 - May 2013
Unified Brand 2011 - August 2011
Search Toppers June 2009 - July 2009
Skills
Direct Sales, Access, Microsoft Word, Microsoft Excel, Financial Modeling, Pro Forma Development, Bloomberg, Business Planning, PowerPoint, Event Planning, Microsoft Office, Investments, Financial Analysis, Sales, Social Media, Social Networking, Public Speaking, Customer Service, Leadership, Marketing
Education
Southern Methodist University 2010 — 2014
Bachelor's degree, Finance
Southern Methodist University 2010 — 2014
Finance
Bank of America Merrill Lynch October 2014 - Present
Bank of America August 2013 - October 2014
Bank of America February 2013 - August 2013
Bank of America October 2011 - February 2013
Bank of America 2009 - 2011
Bank of America 2007 - 2009
Ann Taylor 2005 - 2008
Atlanta Bread Company 2003 - 2005
Skills
Coaching, Customer Service, Leadership, Sales, Time Management, Training, Debit Cards, Deposits, Banking, Retail Banking, Risk Management, Cash Management, Relationship Management, Financial Risk, Call Centers, Business Analysis, Customer Experience, Branch Banking, Loss Mitigation, Process Improvement
Education
University of Phoenix 2010 — 2011
MBA, Business Administration
St. Petersburg College 2007 — 2009
BA, Business
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Stanford University School of Medicine June 2010 - August 2012
Xsigo Systems June 2011 - September 2011
Jain Capital Management LLC June 2008 - August 2008
Skills
Economics, College Football, Microsoft Excel, Research, Bloomberg, Financial Modeling, Financial Analysis, Financial Accounting, Cancer Stem Cells, Salesforce.com, Marketo, Corporate Finance, Molecular Biology, qPCR, Investment Management, Sports Coaching, Karate
Education
Stanford University 2011 — 2015
Bachelor of Arts (BA), Economics, 3.5
Stanford University
Master of Science (MS), Management Science and Engineering
Bank of America Merrill Lynch March 2010 - Present
Deep Ellum Brewing Company (DEBC) August 2012 - Present
Bank of Texas August 2005 - March 2010
Skills
Commercial Banking, Investment Management, Treasury Management, Investment Banking, Lines Of Credit, Commercial Lending, Wealth Management, Series 7, Loans, Credit Analysis, Portfolio Management, Alternative Investments, Banking, Mortgage Lending, Investments, Financial Advisory, Finance, Capital Markets, Securities, Asset Management, Valuation, Retirement Planning, Series 63, Equities, Mutual Funds, Fixed Income, Financial Modeling, Asset Allocation, Private Equity, Strategic Financial..., Investment Advisory, Financial Services, Credit, Due Diligence, Financial Planning
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Houston 2002 — 2005
B.A.
University of Oklahoma 2000 — 2002
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
BEO Service Group, L.L.C. August 2007 - April 2008
Skills
Investment Banking, Financial Analysis, Asset Managment, Valuation
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance with a specialization in Alternative Asset Management, Economics Minor
Stanford University September 2012 - Present
Room to Read 2011 - Present
Facebook June 2015 - September 2015
Stanford Blyth Fund October 2012 - March 2015
Stanford Blyth Fund April 2013 - September 2014
Bank of America Merrill Lynch June 2014 - August 2014
Stanford Student Enterprises September 2013 - June 2014
Century Bank and Trust June 2013 - August 2013
Skills
Economics, Equity Research, DCF Valuation, Financial Modeling, Portfolio Management, R, Computer Science, Artificial Intelligence, Machine Learning, Natural Language..., Natural Language..., Python, C++, C, Ruby on Rails, Matlab, SQL
Education
Stanford University 2014 — 2016
Master of Science (M.S.), Computer Science, 4.00/4.00
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), Economics, 4.00/4.00
Stanford Law School October 2014 - Present
Stanford University January 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Java, Research, Public Speaking, HTML, Leadership, Microsoft Word, English, Teamwork, Photoshop, Data Analysis, Social Media, Windows, Spanish, Teaching, Event Planning, word, Stata, Bloomberg, FactSet
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Wycombe Abbey School 2010 — 2012
A Levels, Mathematics, Further Mathematics, Modern Languages, Economics
Lake Capital July 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
Bank of America June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Strategy, Microsoft Excel, Banking, PowerPoint
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA)
Barrington High School 2002 — 2006
High School
Merrill Lynch December 2013 - Present
The Art Institute of Houston January 2013 - November 2013
The Art Institute of Houston October 2012 - January 2013
Bank of America Merrill Lynch August 2012 - September 2012
St. Mary's University August 2008 - December 2011
Saks Fifth Avenue March 2007 - May 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Office Administration, Office Management, Adobe Acrobat, Time Management, Sales, Event Planning, Training, Public Speaking, Financial Analysis, Social Media
Education
St. Mary's University 2008 — 2011
Bachelor of Arts, Economics, Philosophy
New Frontier Foods Inc. April 2013 - Present
Bank of America Merrill Lynch August 2008 - April 2013
JPMorgan Chase June 1996 - August 2008
Skills
Series 7, 79, 63, Sales, Derivatives, Start-ups, Financial Analysis, Investments, Financial Modeling, FX Options, Loan Origination, Finance, Capital Markets, Risk Management, Commercial Banking, Fixed Income, Portfolio Management, Investment Banking, Bloomberg, Asset Management, Equities
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
SMU 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1996 — 1996
International Business
Universidad de Salamanca 1994 — 1994
Spanish Language and Literature
Highland Park HighSchool 1986 — 1990
Bank of America Merrill Lynch July 2013 - Present
Bank of America June 2012 - August 2012
American Indochina Management June 2011 - August 2011
Skills
MATLAB, excel, java,..., Microsoft Excel, Marketing, Analysis, Economics, Microsoft Office, Data Analysis, Research, PowerPoint, Social Media, Statistics, Event Planning, Public Speaking
Education
Stanford University 2009 — 2013
Bachelor of Science (B.S.), Management, Science, and Engineering
Pingry 2005 — 2009
High School Diploma, AP Chemistry, Calculus, Psychology, Economics
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch February 2013 - February 2015
Cummins Inc. May 2012 - August 2012
Capstocks and Securities(India) Pvt. LTD, Tamil Nadu, India June 2010 - November 2010
Webstar Software Pvt Ltd May 2008 - July 2008
Skills
Private Cloud, DevOps, Build Automation, Continuous Integration, Continuous Delivery, IT Strategy, Solution Architecture, Business Analysis, Data Modeling, SharePoint, Java, Visio, Data Analysis, MS Project, Requirements Gathering, SQL, IT Service Management, Business Intelligence, Project Management, Enterprise Architecture, Data Architecture, Data Governance, Data Mining, Teradata Data Warehouse, C#, Object Oriented Design, UML Tools, TOGAF, Troux, SDLC, Agile Methodologies, Scrum, User Acceptance Testing, Requirements Analysis
Education
University of Florida 2011 — 2012
Graduate Student, Information Systems & Operation Management
Vellore Institute of Technology
Bachelor of Technology, Computer Science
St. Francis College
Senior Secondary School, Mathematics and Science
Bank of America Merrill Lynch June 2015 - Present
Stanford University Residential & Dining Enterprises February 2013 - Present
Events.com April 2014 - July 2014
Nemacolin Woodlands Resort July 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Customer Service, English, Public Speaking, Team Leadership, Social Media, Leadership, Statistics, User Friendly, Relationship Building
Education
Stanford University 2012 — 2016
BS, Science, Technology and Society
The Lawrenceville School 2008 — 2012
Allstate December 2014 - Present
Allstate August 2013 - December 2014
CDW May 2013 - August 2013
Higher Heights for America August 2012 - January 2013
Bank of America Merrill Lynch July 2009 - September 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg Terminal, Data Analysis, Taleo, Interviews, Recruiting, Human Resources, College Recruiting, Applicant Tracking..., Hiring, Cold Calling
Education
Spelman College 2005 — 2009
Bachelor of Arts, Economics
Bank of America Merrill Lynch June 2015 - Present
JP Morgan Chase Bank N.A. August 2014 - June 2015
JP Morgan Chase Bank N.A November 2011 - August 2014
JP Morgan Chase Bank N.A December 2009 - November 2011
MetLife September 2008 - May 2009
Education
St. Thomas University 2005 — 2007
Masters of Business Adminsitration
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Korn Ferry September 2014 - Present
Entegris July 2012 - September 2014
General Mills July 2009 - July 2012
General Mills July 2009 - October 2010
Bank of America Merrill Lynch June 2008 - August 2008
U.S. Army Reserve October 2001 - October 2007
U.S. Army Reserve May 2004 - May 2005
Skills
Process Improvement, Analysis, Management, Leadership, Financial Modeling, Forecasting, Finance, Financial Analysis, Data Analysis, Financial Reporting, Corporate Finance, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2007 — 2009
Bachelor of Science, Finance
St. Cloud State University 2005 — 2007
Transfer, Finance
Bank of America Merrill Lynch June 2011 - Present
Sterne Agee October 2010 - June 2011
Ticonderoga Securities LLC May 2010 - August 2010
UBS Investment Bank May 1997 - April 2010
PaineWebber, Inc. May 1997 - November 2000
PaineWebber (now UBS) 1997 - 2000
Prudential Securities February 1987 - May 1997
Skills
FINRA, Series 63, Equity Research, Securities, Capital Markets, Series 7, Equities, Series 24, Hedge Funds, Investment Banking, Bloomberg, Fixed Income, Risk Management, Derivatives
Education
St. Francis College 1978 — 1981
B.S, Business Administration
Euclidean Capital September 2015 - Present
Bank of America Merrill Lynch May 2013 - September 2015
Institute for Advanced Study May 2007 - May 2013
Merrill Lynch 2001 - 2007
JP Morgan 1999 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Quantitative Analytics, Fixed Income, Wealth Management, Portfolio Management, Science, Quantitative Finance, Asset Management, Mutual Funds, Derivatives, Investments, Investment Strategies, Physics, Financial Analysis, Theoretical Physics, Strategy, Due Diligence, Financial Engineering, Investment Advisory, Capital Markets
Education
Yale University 1984 — 1989
Ph.D, Applied Physics
The University of Georgia 1982 — 1984
M.S., Physics
St. Stephen's College 1979 — 1982
B.Sc (Hons), Physics
Bank of America Merrill Lynch 2009 - Present
Bank of America 2008 - Present
Sovereign Bank January 2007 - December 2008
Century Bank and Trust February 2005 - December 2007
Southern New Hampshire Bank & Trust August 2003 - December 2005
Skills
Credit, Banking, Financial Analysis, Loans, Portfolio Management, Finance, Underwriting, Financial Reporting, Software Documentation, Credit Analysis, Commercial Banking, Credit Risk
Education
Southern New Hampshire University 2000 — 2002
MBA, Business
Northern Essex College
AS, Business Administration
Southern New Hampshire University
BS, Finance & CIS
Bank of America Merrill Lynch August 2005 - October 2014
Merrill Lynch July 1998 - August 2005
Jamaica Hospital, TJH Medical Services September 1997 - July 1998
Skills
Client Services, Equities, Settlement, Trade Operations, Securities, Account Reconciliation, Cost Reduction, Fixed Income, Financial Services, Finance, Back Office, Middle Office, Banking, Trade Resolution, Derivatives, Options, Corporate Actions, Process Improvement, Training
Education
St. John's University 1990 — 1995
Bachelor's Degree, Finance, General
Bank of America Merrill Lynch June 2015 - Present
Massey Quick & Co., LLC August 2011 - June 2015
Northern Trust Corporation July 2010 - August 2011
Shepherd Kaplan LLC October 2005 - July 2010
Brown Brothers Harriman 2004 - 2005
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Fund Of Funds, Investment Management, Wealth Management, Asset Allocation, Due Diligence, Investment Advisory, Fund Accounting, Financial Services, Valuation, Management, Operations Management
Education
Southern New Hampshire University 2000 — 2003
Business Administration / 3Year Honors Degree Program (B.S.), Business Management
PIMCO August 2015 - Present
Office of Condoleezza Rice October 2012 - August 2015
Charles R. Blyth Fund October 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Argus Insights June 2013 - October 2013
Castilleja School March 2012 - May 2013
Peninsula Bridge June 2006 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Spanish, Management, Data Analysis, Analysis, Social Media, Social Media Marketing
Education
Stanford University 2011 — 2015
Bachelor of Science (BS), Science, Technology, and Society
Castilleja School 2004 — 2011
Bank of America July 2015 - Present
Bank of America Merrill Lynch September 2011 - July 2015
Bank of America Merrill Lynch August 2010 - September 2011
Putnam Investments February 1999 - August 2010
Fidelity Investments February 1993 - February 1999
MFS Investment Management June 1987 - February 1993
Education
St. Lawrence University 1983 — 1987
BS, Psychology
Derryfield School 1979 — 1983
Bank of America Merrill Lynch November 2010 - Present
Denver Broncos 2010 - 2010
Indianapolis Colts 2010 - 2010
Acuity Ventures May 2009 - August 2009
Cornish & Carey Commercial May 2009 - August 2009
Morgan Stanley Investment Management May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Microsoft Excel
Education
Stanford University 2005 — 2009
B.A., Classics, Economics
Boston College High School 2001 — 2005
High School Diploma
Facebook October 2013 - Present
Orbitz Worldwide October 2012 - September 2013
Harris Teeter April 2012 - September 2012
Bank of America Merrill Lynch March 2011 - April 2012
Vonage October 2010 - February 2011
Sears Holdings Corporation 2010 - 2010
Skills
Microstrategy, Data Modeling, Teradata, Data Warehousing, Business Intelligence, Oracle, Netezza, Greenplum, Tableau, Vertica, Hive, SQL, SDLC, ETL, Dashboard, Requirements Analysis, Databases, Consulting, Agile Methodologies, Data Warehouse..., Data Integration, Business Intelligence..., MicroStrategy Reporting
Education
St. Cloud State University 2007 — 2009
Master of Science (MS), Engineering/Industrial Management
Bank of America Merrill Lynch October 2014 - Present
SR Labs September 2012 - August 2014
Skills
Equity Trading, Trading Systems, Proprietary Trading, Electronic Trading, Market Data, Equities, Hedge Funds, Options, Financial Markets, Equity Derivatives, Trading Strategies, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2013
Bachelor of Science (B.S.), Accounting
Pioneer Legacy Partners, LLLP 2014 - Present
Houlihan Lokey April 2012 - October 2012
Bank of America Merrill Lynch July 2011 - February 2012
Satori Capital, LLC October 2009 - May 2010
Gateway Mergers & Acquisitions, LLC June 2009 - August 2009
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Science in Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelors, Business Administration in Finance, Science in Economics with Financial Applications
University of Oxford 2008 — 2008
SMU Study Abroad Program
Colorado Academy 2002 — 2006
College Preparatory Academy
Bank of America Merrill Lynch August 2011 - Present
NSHMBA January 2010 - December 2013
Wells Fargo Bank October 2010 - August 2011
Wachovia, A Wells Fargo Company June 2008 - October 2010
Citibank January 2004 - May 2008
Skills
Portfolio Management, Investments, Credit, Financial Analysis, Banking, Series 63, Loans, Retirement Planning, Mortgage Lending, Wealth Management, Finance, Series 6, Life & Health Insurance..., Fixed Annuities, Commercial Banking, Commercial Lending, Strategy, Leadership, Financial Services, Small Business Lending, Sales, Credit Analysis, Treasury Management, Relationship Management, Cash Management, Loan Origination, Financial Advisory, Commercial Mortgages
Education
University of Tampa 2009 — 2011
MBA
University of South Florida 2004 — 2006
Bachelor of Arts, Finance
St. Petersburg College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Regions Financial Corporation March 2013 - Present
Regions Capital Advantage (a wholly owned subsidary of Regions Financial Corporation) February 2013 - Present
Regions Bank April 2010 - March 2013
Regions Bank May 2011 - August 2011
Bank of America Merrill Lynch January 2005 - April 2010
Bank of America (Formerly NationsBank) January 1998 - January 2005
J.P. Morgan (formerly Bank One) 1994 - 1997
US Navy March 1992 - October 1994
US Navy November 1988 - February 1992
Skills
Financial Analysis, Sales Management, Change Management, Banking, Commercial Banking, Leadership, Finance, Credit Analysis, Investments, Management, Credit, Underwriting, Loans, Risk Management, Mergers & Acquisitions, Nonprofits, Portfolio Management, Investment Banking, Financial Services, Financial Modeling, Commercial Lending, New Business Development, Capital Markets, Derivatives, Budgets, Insurance
Education
Southern Methodist University 1997 — 2000
Executive MBA, MBA
Texas A&M University 1982 — 1988
BBA, Finance
Merrill Edge May 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Bank of America October 2003 - January 2011
Skills
Series 7, Investments, Securities, Estate Planning, Mutual Funds, Financial Analysis, Wealth Management, Banking, Loans, Series 66, Conducting Seminars, Finance, Retirement Planning, Financial Advisory, Financial Services, Investment Advisory, Portfolio Management, Mortgage Lending
Education
Southwestern University 2001 — 2005
Music
Palantir Technologies February 2014 - Present
Triage Consulting Group September 2012 - January 2014
Bank of America Merrill Lynch June 2011 - August 2011
Stanford University Medical Center January 2011 - June 2011
Student-Athlete 2008 - 2011
The Saban Research Institution of Children's Hospital Los Angeles July 2010 - August 2010
The Dailey Method January 2010 - June 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Facebook, Bloomberg, Healthcare
Education
Stanford University 2008 — 2012
Bachelor of Arts (B.A.), Human Biology
Harvard-Westlake High School 2004 — 2008
Bank of America February 2011 - Present
Bank of America Merrill Lynch June 2006 - December 2010
Bank of America October 2004 - June 2006
The Hartford February 2002 - September 2004
DiaLogos March 1997 - December 2001
Global Sources eTrade January 1996 - March 1997
CDM International May 1992 - June 1994
Moxon, Dolphin & Kerby 1988 - 1990
Skills
Process Improvement, CRM, Management, Strategy, E-commerce, Integration, Strategic Planning, Business Analysis, Project Management, Software Development, Financial Services, IT Strategy, Software Documentation, Business Intelligence, International Management, Risk Management, Mergers & Acquisitions, Banking
Education
Thunderbird School of Global Management 1993 — 1995
MBA, International Business
St. Lawrence University 1983 — 1987
BS, Psychology
Bank of America Merrill Lynch May 2013 - Present
Softcard 2011 - 2013
Bank of America Merrill Lynch 2010 - 2011
GameStop 2009 - 2010
Mega Health UICI / HealthMarkets 2007 - 2009
AIG 2006 - 2007
Essilor 2005 - 2006
The Associates / CITIGROUP 2001 - 2005
SBC Communications 1998 - 2001
Microsoft 1996 - 1998
Skills
Data Center, VMware, Enterprise Software, Outsourcing, Management, Leadership, Risk Management, Project Planning, Storage, Team Building, Networking, Databases, Network Architecture, Information Technology, Telecommunications, Project Management, Process Improvement, Network Security, Disaster Recovery, Vendor Management, ITIL, IT Operations, SDLC, Cloud Computing, Security, IT Strategy, Business Intelligence, Business Process..., Active Directory, Enterprise Architecture, AIX, Business Continuity, Virtualization, Integration, PMP, Requirements Analysis, Program Management, IT Service Management, IT Management, Infrastructure
Education
Southern Methodist University - Cox School of Business
Executive Education, Business Leadership and Management
ITT Technical Institute 1996 — 1998
AAS, Electronic Engineering Technology
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch July 2012 - August 2013
Stanford University June 2008 - June 2012
Kappa Kappa Gamma January 2011 - January 2012
Bank of America Merrill Lynch June 2011 - August 2011
FBR June 2010 - August 2010
ABC 7/News Chanel 8 June 2009 - August 2009
McCain Campaign Media Department June 2008 - August 2008
Skills
Pitch Books, Sales, Oral & Written..., Social Media, Business Strategy, PowerPoint, Microsoft Office
Education
Stanford University 2008 — 2012
B.S., Science, Technology, and Society
Holton-Arms School 2002 — 2008
High School Diploma 2008
Northern Trust Corporation September 2014 - Present
Lockheed Martin December 2013 - December 2014
Vanguard September 2011 - December 2013
Bank of America Merrill Lynch January 2011 - August 2011
JP Morgan Chase March 2010 - January 2011
DMV CA January 2009 - March 2010
Stanford University April 2008 - December 2008
Oracle Corporation January 2007 - April 2008
IBM Global Services March 2006 - December 2006
Accent Technologies January 2004 - March 2006
Skills
Hibernate, Struts, Web Services, JSP, Tomcat, JUnit, Servlets, JDBC, Eclipse, EJB, JSF, AJAX, XML, jQuery, Oracle, Spring, Ant
Education
University of Madras 2001 — 2004
MCA
Sri Venkateswara University 1998 — 2001
BCA
Oppenheimer & Co. Inc. May 2015 - Present
Brown Brothers Harriman February 2013 - April 2015
Bank of America Merrill Lynch August 2002 - January 2013
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Investments, Hedge Funds, Fixed Income, Corporate Finance, Equity Derivatives, Equity Research, Securities, Alternative Investments
Education
Stanford University 1998 — 2002
BA, Economics
Phillips Academy 1994 — 1998
High School
Wells Fargo Advisors July 2012 - Present
Bank of America Merrill Lynch April 1977 - May 2012
US Airforce 1971 - 1975
Skills
Investment Strategies, IRAs, Retirement Planning, Mutual Funds, Life Insurance
Education
Southern Methodist University 1967 — 1971
BBA, Finance
Richwoods Highschool
Bank of America Merrill Lynch 2015 - Present
Southern Methodist University Recreation Department January 2012 - Present
Southern Methodist University Office of Police and Risk Management September 2014 - December 2014
Marsh June 2014 - August 2014
Southern Methodist University January 2014 - May 2014
Southern Methodist University Recreation Department August 2012 - January 2014
Elm Grove Recreation Department May 2012 - August 2013
Elm Grove Recreation Department May 2009 - August 2011
Skills
Public Speaking, Problem Solving, Microsoft Excel, Communication, Professional Writing, Efficiency, Customer Satisfaction, Fitness, Leadership, Microsoft Office, PowerPoint, Time Management, Customer Service, Social Media, Volunteering, Microsoft Word, Teamwork
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration, Finance, Risk Management
Brookfield East High School 2007 — 2011
Square March 2014 - August 2014
Square August 2013 - March 2014
TPG Capital August 2011 - June 2013
Bank of America Merrill Lynch June 2009 - June 2011
Goldman Sachs June 2007 - August 2007
Education
Stanford University 2014 — 2016
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
Bachelors of Science, Policy Analysis and Management
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch 2011 - 2011
Merrill Lynch 2010 - 2010
Skills
Bloomberg, Customer Service, Equities, Fixed Income, Options, Series 7, Hedge Funds, Capital Markets, Series 63, Electronic Trading, Securities, FINRA, Derivatives, Financial Markets, Alternative Investments, Bloomberg Terminal, Credit Derivatives
Education
Saint Lawrence University 2007 — 2011
BS, Economics and Government
Tier1 Solutions October 2010 - Present
Bank of America Merrill Lynch July 2011 - December 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch November 2004 - December 2008
Merrill Lynch August 2002 - October 2004
Merrill Lynch September 2001 - July 2002
Allstate September 1995 - August 2001
Kraft Foods January 1991 - August 1995
XL DataComp February 1989 - January 1991
Skills
Vendor Management, Disaster Recovery, SDLC, Integration, IT Strategy, Data Center, Program Management, Process Improvement, Outsourcing, Mergers & Acquisitions, Cloud Computing, IT Management, Project Management, CRM, Change Management, Risk Management, Information Technology, Requirements Analysis, Leadership, Requirements Gathering, Software Project..., Financial Services, Cross-functional Team..., Software Development, Service Delivery, Management, PMP, Business Intelligence, IT Service Management, Business Analysis, Visio, PMO, Enterprise Architecture, ITIL, Project Portfolio..., Computer Network..., Business Strategy, Business Development, Technology Integration
Education
DeVry University 1988 — 1990
Technology, Technology Services
St. Norbert College
Marquette University High School
Graduate
Castleton Commodities International September 2013 - Present
Bank of America Merrill Lynch June 2010 - September 2013
The Robert Toigo Foundation 2007 - 2009
The Robert Toigo Foundation 2007 - 2009
Lehman Brothers 2005 - 2006
Primary Global Research 2005 - 2005
EFI 2000 - 2004
Skills
Financial Modeling, Strategy, Cross-functional Team..., Investments, Analysis, Hedge Funds, Management, Trading, Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
BS, Computer Science
KPMG US August 2015 - Present
MESA Global September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Morgan Stanley Wealth Management February 2013 - June 2013
Skills
Financial Accounting, French, Spanish, Mac OS X, Windows 7, Minitab, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Accounting, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2015 — 2015
Master’s Degree, Accounting
New York University, Stern School of Business 2012 — 2015
Bachelor’s Degree, Accounting and Finance
Southern Methodist University 2011 — 2012
Bank of America Merrill Lynch May 2011 - Present
Bank of America May 2001 - May 2010
Bank of America November 2000 - May 2001
Bank of America April 2000 - November 2000
Bank of America July 1999 - April 2000
Skills
Microsoft Visual Studio, .NET, ASP.NET, C#.NET, VB.NET, Microsoft PowerShell, Microsoft SQL Server, Microsoft SQL Server..., Group Policy Objects, Active Directory..., N-tier Application..., Transact SQL..., Web Development, Web Services, Web Design, SDLC, Directory Service..., Problem Management, Risk Management, Change Management, Customer Service, Java, MySQL, PHP, Ruby on Rails, Banking, Analysis, Strategic Planning, Business Analysis, Portfolio Management, Version Control Tools, Software Documentation, Telephony Support, Networking, Microsoft Office, Adobe Creative Suite
Education
University of Phoenix 2010 — 2013
Bachelor of Applied Science (BASc), Information Technology, 3.86
Spokane Community College 2008 — 2009
Associate of Applied Science, Software Development, 3.98
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2014 - July 2015
Smith, Moore & Company January 2013 - March 2014
Moneta Group May 2012 - December 2012
Smart401k September 2009 - May 2012
SVA Wealth Management March 2007 - August 2009
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Managment, Young Professionals, Millennials, Generation Y, Investment Strategies, Generation X, Asset Allocation, Budgeting, IRAs, Estate Planning, Financial Planners, Series 65, Finance, Budgets, Retirement Plan..., Personal Financial..., Asset Management
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance, Management
Waukesha County Technical College 2007 — 2008
Financial Planning Certificate, Financial Planning
St. Norbert College 2003 — 2007
BBA, Business Administration - Finance
Bank of America Merrill Lynch July 2015 - Present
The University of Chicago Booth School of Business 2013 - 2015
Slynq Interactive 2012 - 2014
Deutsche Bank 2009 - 2011
Credit Suisse 2008 - 2009
Skills
Equity Structuring, Derivatives, Structured Products, Equity Derivatives, Options, Quantitative Finance, Financial Structuring, Equities, Trading, Structured Finance, Investments, Hedging, Investment Banking, Financial Markets, Finance, Bloomberg, Financial Risk, Corporate Finance, Financial Modeling
Education
Stanford University
Master’s Degree, Financial Mathematics
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Strategic Management, Entrepreneurship, Finance
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch January 2010 - January 2011
Wells Fargo March 2006 - June 2009
Wells Fargo November 2004 - March 2006
Skills
Portfolio Management, Banking, Finance, Loans, Credit Analysis, Credit Risk, Risk Management, Financial Modeling, Financial Analysis, Financial Services
Education
St. John's College (NM) 1999 — 2004
Bachelor of Arts (B.A.), Economics
U.S. Trust October 2014 - Present
Bank of America Merrill Lynch September 2003 - October 2014
Tarpon Capital Management May 1999 - September 2003
Skills
Equities, Options, Futures, FX, Trading, Electronic Trading, Hedge Funds, Series 7, Series 63, Series 3, Series 55, Equity Derivatives, Derivatives, FX Options, FINRA, Fixed Income, Prime Brokerage, Trading Systems, Capital Markets, Risk Management, Credit Derivatives, Equity Trading, Investment Banking, Financial Markets, Alternative Investments, Bloomberg, Securities, Swaps, Low Latency, Middle Office, Equity Research, Proprietary Trading, Securities Lending
Education
Southern Methodist University 1996 — 2000
BS, Computer Science
Bank of America Merrill Lynch July 2015 - Present
BBVA Compass February 2013 - July 2015
Credit Union Financial Network March 2009 - November 2011
Pacific Life October 2002 - December 2008
Lincoln Financial Distributors March 2001 - October 2002
Nationwide Financial August 1998 - March 2001
Skills
Wealth Management, Investments, Retirement, Sales Management, Leadership, Marketing, Sales Coaching, Personal Financial..., Series 7, Series 24, Series 63, Series 65, Variable Annuities, Mutual Funds, Fixed Annuities, Insurance, Regulatory Compliance, Trade Compliance, Financial Services
Education
Southern Oregon University
Business and Communications
CBRE May 2015 - Present
CBRE September 2014 - May 2015
Fidelity Investments May 2013 - August 2013
Bank of America Merrill Lynch December 2012 - January 2013
Skills
Financial Analysis, Financial Planning, Financial Services, Mutual Funds
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications Specialization
Capital One Bank October 2012 - Present
Bank of America Merrill Lynch December 2009 - October 2012
Bank of America July 2008 - December 2009
Skills
Corporate Finance, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Portfolio Management, Commercial Lending, Valuation, Banking, Credit, Treasury Management, Oil & Gas Industry, Healthcare, Automotive, Risk Management, Credit Risk, Due Diligence, Capital Markets, Cash Management, Finance, Investment Banking, Financial Services, Private Equity, Asset Management
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance/Accounting
Bank of America Merrill Lynch June 2015 - Present
Youth Impact Program June 2014 - August 2014
Education
Stanford University
Psychology
Wells Fargo Advisors, LLC August 2012 - Present
Bank of America Merrill Lynch July 2009 - August 2012
Morgan Stanley January 2007 - July 2009
Skills
Financial Advisory, Retirement Planning, Retirement, Investments, Risk Management, Strategic Planning, Multigenerational..., Asset Allocation, Mutual Funds, Securities
Education
Stanford University 1986 — 1987
The Johns Hopkins University 1970 — 1974
Bachelor’s Degree, American History & Literature
Bank of America Merrill Lynch 1994 - 2014
Bank of America 1992 - 1994
Bank of America 1980 - 1992
Bank of America 1977 - 1980
Bank of America 1975 - 1977
Bank of America 1974 - 1975
Skills
Capital Markets, Banking, Portfolio Management, Treasury Management, Fixed Income, Cash Management, Loans, Risk Management, Commercial Lending, Investment Banking, Financial Services, Commercial Banking, FX Options, Investments, Credit Risk, Payments, Credit Analysis, Relationship Management, Credit, Derivatives, Structured Finance, Corporate Finance, Financial Markets, Financial Institutions, Valuation, Liquidity Management
Education
Stanford University 1970 — 1973
Bachelor of Arts (B.A.), Psychology
William Blair & Company March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Graycourt Capital September 2013 - December 2013
Satori Capital June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Cash Flow Analysis, Cash Flow Lending, Credit Analysis, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Entrepreneurship, Management, Marketing Strategy, Bloomberg, Access, Valuation, PowerPoint, Investments, Investment Banking, Finance, Economics, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University 2009 — 2013
Bachelor of Science (B.S.), Economics with Financial Applications
Saint Xavier High School 2005 — 2009
Bank of America Merrill Lynch June 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - July 2015
Saint Francis University Men’s Soccer (NCAA Division 1) August 2011 - May 2015
Student Athlete Advisory Committee April 2014 - April 2015
Santander Private Banking May 2014 - August 2014
Sigma Chi Fraternity April 2013 - May 2014
Career Athletes January 2014 - April 2014
Skills
Leadership, Microsoft Excel, Public Speaking, Finance, PowerPoint, Spanish-speaking, Sports, Time Management, Spanish, Accounting, Teamwork, Problem Solving, Entrepreneurship, Creativity, Fundraising, Event Planning, Microsoft Word, English & Spanish..., Bloomberg Terminal, Financial Statement..., Investment Banking, Networking, Valuation
Education
St. Francis University 2011 — 2016
Bachelor's Degree, Accounting, Finance, and Management Information Systems, 3.91
IMG Academy 2007 — 2011
High School, GPA: 4.0
Bank of America Merrill Lynch July 2015 - Present
Neuberger Berman June 2014 - August 2014
Ja-e Stores June 2013 - July 2013
All-State Industries June 2012 - August 2012
Skills
Finance, Due Diligence, Manufacturing, Leadership, Corporate Finance, Event Planning, Financial Analysis, Investment Banking, Microsoft Excel, PowerPoint, Private Equity, Public Speaking, Social Networking, Valuation
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8/4.0
Southern Methodist University - Dedman College of Humanities and Sciences 2011 — 2015
Bachelor of Arts (BA), History
WDM Valley High School 2007 — 2011
Stanford University December 2014 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
C.M. Capital Advisors October 2013 - March 2014
Stanford Student Enterprise - Capital Group September 2012 - October 2013
RPX Corporation June 2013 - August 2013
Skills
Microsoft Excel, Research, Financial Analysis, Microsoft PowerPoint, Fundraising, Data Analysis, Java, C++, SQL, Capital IQ, Matlab, PerTrac, Bloomberg Terminal, Event Planning, Microsoft Word, PowerPoint, Statistics, Public Speaking, Teamwork
Education
Stanford University 2011 — 2015
Bachelor of Science, Management Science & Engineering, 3.74
University of Oxford 2014 — 2014
Bing Overseas Studies Program - Spring 2014, Game Theory, 3.83
Shawnigan Lake School 2008 — 2011
High School Diploma, 4.0
Lyft June 2015 - Present
Medallia, Inc. September 2012 - May 2015
Bank of America Merrill Lynch June 2011 - August 2012
Stanford University September 2010 - June 2011
Savitr Capital, LLC June 2010 - August 2010
Education
Stanford University 2007 — 2011
B.S.
University of Oxford 2009 — 2009
Tutorial
St. Albans School 2003 — 2007
Lithium Technologies April 2014 - Present
Klout (acquired by Lithium Technologies) September 2011 - April 2014
Terra Firma Capital Partners 2006 - 2009
Bank of America Merrill Lynch 2002 - 2006
Education
Stanford University Graduate School of Business
MBA
University of California, Los Angeles
BA
Turnbridge Capital February 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
MarkWest Energy Partners, LP October 2007 - June 2010
KRG Capital Partners, LLC October 2006 - October 2007
KPMG, LLP July 2005 - October 2006
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2005
Master of Accountancy
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA Accounting
hanleebal. June 2012 - Present
L.E.K. Consulting June 2015 - August 2015
Accel Partners September 2014 - November 2014
Bank of America Merrill Lynch June 2014 - August 2014
Skills
Entrepreneurship, Start-ups, Strategy, Product Management, Business Development, Venture Capital, Business Strategy, Project Management, Online Advertising, Angel Investing, Strategic Planning, Investment Banking, Financial Modeling
Education
Stanford University 2014 — 2016
Coterminal M.S., Management Science & Engineering, 4.00/4.00
Stanford University 2012 — 2016
Accelerated B.A., Economics, 3.73/4.00
Bank of America Merrill Lynch June 2013 - Present
Nutmeg June 2012 - August 2012
Education
Stanford University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Management Science and Engineering
The London School of Economics and Political Science (LSE) 2012 — 2012
Competitive Strategy and Game Theory
Bank of America Merrill Lynch July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Education
Stanford University 2010 — 2014
CA; B.S, Management Science & Engineering; Financial and Decision Engineering
King's Academy 2007 — 2010
High School
Bank of America Merrill Lynch July 2015 - Present
Associated Students of Stanford University April 2014 - June 2015
Stanford Career Development Center April 2014 - June 2015
Bank of America June 2014 - August 2014
CytoSport, Inc. May 2013 - April 2014
McAfee June 2013 - September 2013
Mosaic Sales Solutions March 2012 - December 2012
Stanford University June 2012 - September 2012
Stanford University July 2011 - August 2011
US Congress June 2010 - August 2010
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Excel, Research, Data Analysis, HTML, PowerPoint, Sales Operations, Marketing Strategy, Social Media Marketing, Product Marketing, Event Planning, Leadership, Leadership Development, Entrepreneurship
Education
Stanford University 2011 — 2015
Bachelor of Science (B.S.), Management Science and Engineering, Junior
St. Ignatius College Preparatory 2007 — 2011
H.S Diploma with Honors
The Walt Disney Company July 2013 - December 2014
Goldman Sachs June 2012 - August 2012
The Clothing Bank April 2012 - June 2012
Goldman Sachs June 2011 - August 2011
Oak Hill Investment Management January 2011 - April 2011
Bank of America Merrill Lynch August 2010 - September 2010
DFW International Community Alliance June 2010 - July 2010
Center for Nonprofit Management June 2008 - August 2008
Skills
Financial Modeling, Private Equity, Equities, Investments, Financial Analysis, Asset Managment, Capital IQ, VBA, Bloomberg
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Plano East Senior High 2007 — 2009
International Baccalaureate Diploma
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
William Blair and Company June 2011 - September 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Writing, Social Media, Public Speaking, Microsoft Office, Entrepreneurship, Leadership, Research, Data Analysis, Community Outreach, Fundraising, Strategic Planning, Financial Analysis, Program Management, PowerPoint, Financial Modeling, Analysis, Event Planning, Nonprofits, Bloomberg, LBO, Valuation, Corporate Finance, Private Equity, Capital IQ
Education
Spelman College 2007 — 2011
Bachelor's degree, Economics and International Studies
Dropbox August 2014 - Present
Dropbox 2013 - August 2014
Bain & Company 2011 - 2013
Bank of America Merrill Lynch July 2010 - September 2010
Federal Reserve System June 2009 - August 2009
Goldman Sachs March 2009 - March 2009
Skills
PowerPoint, Research, Editing, Communication, Data Analysis, Microsoft Excel, Leadership Development, Analysis, Cross-functional Team..., Coaching, Recruiting, Management Consulting
Education
Stanford University 2007 — 2011
B.A, East Asian Studies, Honors and Distinction, 3.94/4
Plano Senior High School 2003 — 2007
4.38/4
Bank of America Merrill Lynch 2015 - 2015
Accenture May 2013 - April 2014
Accenture April 2010 - April 2013
Skills
SQL, C, C++, XML, HTML, C#, Microsoft SQL Server, Requirements Analysis, MySQL, Oracle, JavaScript, Microsoft Office, Eclipse, CSS, Web Services, Java Enterprise Edition, Core Java, JSP, PL/SQL, Testing, Business Analysis, Servlets
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
MS in Quantitative Finance, Quantitative Finance
Sri Bhagawan Mahaveer Jain College 2005 — 2009
Bachelor of Engineering (B.E.), Computer Scien
Thoma Bravo August 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Bank of America Merrill Lynch June 2012 - July 2013
Hedge Trackers June 2010 - September 2010
Education
Stanford University 2008 — 2012
B.S, Management Science and Engineering
Bank of America Merrill Lynch April 2008 - Present
Bank of America 2008 - Present
JPMorgan 1997 - April 2008
Education
St. John's University, The Peter J. Tobin College of Business
MBA
University at Buffalo
B.S., Business
Firespotter Labs March 2014 - Present
Firespotter Labs October 2013 - March 2014
Peek Travel June 2012 - August 2012
OpenTable December 2009 - June 2011
Bank of America Merrill Lynch July 2007 - December 2009
University of Pennsylvania May 2006 - August 2006
Philadelphia FIGHT September 2005 - December 2005
Congressman Adam Schiff June 2005 - August 2005
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Vietnamese, Marketing Strategy, Management Consulting, Analysis, Marketing
Education
Stanford Graduate School of Business 2011 — 2013
MBA
University of Pennsylvania 2003 — 2007
Bachelor of Arts (BA), Biological Basis of Behavior, Political Science, Mathematics (Minor), Magna Cum Laude
Gabrielino High School 1999 — 2003
Bank of America Merrill Lynch September 2009 - Present
Aon Hewitt August 2007 - September 2009
American Home Mortgage Corporation January 2006 - August 2007
North Fork Bank August 2004 - January 2006
Skills
Risk Management, Commercial Banking, Change Management, Banking, Portfolio Management, Performance Management
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2004
Bank of America Merrill Lynch March 2007 - Present
Education
Stanford University 1995 — 1999
Shady Side Academy 1991 — 1995
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch September 2012 - July 2014
HSBC Securities November 2010 - September 2012
Citi March 2008 - November 2010
Merrill Lynch July 2001 - March 2008
Lehman Brothers July 1998 - July 2001
Republic National Bank January 1994 - July 1998
Skills
Market & Counterparty..., Basel II, Basel III, Emerging Markets, Due Diligence, Fixed Income, Foreign Exchange, Enterprise Risk, Operational Risk, Risk Capital, Derivatives, Capital Markets, Risk Management, Market Risk, Equities, Credit Risk, Strategic Financial..., Analysis, Portfolio Management, Hedge Funds, Trading, Investment Banking, Credit Derivatives, Financial Markets, Enterprise Risk...
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor of Science (BS), Economics & Finance
Bank of America Merrill Lynch April 2009 - Present
Bank of America September 2006 - April 2009
Education
Southern Oregon University
Greater NY Area January 2015 - Present
Bank of America Merrill Lynch September 2013 - December 2014
Bank of America Merrill Lynch December 2011 - September 2013
Bank of America Merrill Lynch March 2009 - December 2011
Bank of America April 2004 - March 2009
Fleet Bank Quick & Reilly March 2002 - April 2004
Fleet Bank Quick & Reilly April 1996 - March 2002
Merrill Lynch July 1986 - January 1996
Skills
Banking, Process Improvement, Investments, Finance, Wealth Management, Strategic Financial..., Securities, Problem Solving, Practice Management, Sales Management, Gap Analysis, Sales Performance, Change Management, Tactical Planning, Series 7, Mortgage Lending, Cash Management, Investment Lending, P&L Management, Marketing Strategy, Executive..., Risk Management, Alternative Investments, Mutual Funds, Retirement Planning, Portfolio Management, Project Management, Critical Thinking, Talent Management, Annuity Sales, Series 63, Series 65
Education
St. John's University
B.S. Business Administration
Certifications
Microsoft June 2012 - Present
Bank of America, Merrill Lynch July 2007 - June 2012
GSComputers October 2000 - June 2012
Cisco Systems December 2006 - July 2007
Skills
C++, C#, C++/C# Interop, .NET, SQL, COM, XML, Web Services, WebSphere MQ, TCP/IP, Active Directory, HTML, CSS, Adobe Creative Suite, Cisco Routers, DNS, VoIP, Unix, Perl, WPF, Visio, Requirements Analysis, Ant, Software Development, Java, MFC, WinForms, Windows 7, Windows Server, XSLT, WSDL, LINQ, ADO .NET, XPath, REST, SOAP, FPGA, SSIS, Virtualization, Cygwin, Exceed, WSUS, IIS, Domain Management, Domain Controller, Wireless Networking, Wireshark, Digital Photography, Cinematography, IT Solutions
Education
Southern Methodist University 2003 — 2007
Bachelor's, Computer Engineering with Hardware Concentration
Bank of America Merrill Lynch 2015 - Present
Skills
Statistics, Research, Data Analysis, Editing, Community Outreach, Nonprofits, Marketing, Financial Analysis, Start-ups, Project Management, Public Relations
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2005 — 2009
BA, MS
Bank of America February 1996 - Present
Bank of America - LaSalle GTS 1996 - Present
Bank of America Merrill Lynch 1996 - Present
Education
St. Francis College 1985 — 1989
BS, Accounting
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch December 2009 - Present
JP Morgan July 2007 - December 2009
HSBC 2005 - 2007
Black River Asset Management 2003 - 2005
Credit Suisse First Boston 2002 - 2003
Deutsche Bank 2001 - 2002
III Advisors 1995 - 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Proprietary Trading, Sales Management, Regulatory Policy, Trading, Securities, Interest Rate..., Portfolio Management, Capital Markets, Financial Modeling, Structured Products, Investments, Investment Banking, MBS, Bloomberg, Equity Derivatives, Equities, Electronic Trading, Alternative Investments, Series 7, Credit Derivatives, Financial Markets, Trading Systems, FX Options, Hedging, Swaps, Equity Trading, Prime Brokerage, Structured Finance
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1990
BS, Marketing / Bus Admin
Floral Park
Redcley Partners May 2013 - June 2014
Fuzzy Socks Games November 2012 - Present
Redcley Partners August 2012 - November 2012
Bank of America Merrill Lynch February 2006 - August 2012
Medco Health Solutions 1999 - 2004
Skills
SQL, Software Development, Microsoft SQL Server, Trading Systems, C#, Java, .NET, Agile Methodologies, C++, Win32 API, MFC, XAML, XML, Windows Phone, Multithreading
Education
Southern Methodist University 2006 — 2008
Master's degree, Security Engineering
Southern Methodist University 2004 — 2007
Bachelor's degree, Mathematics
Southern Methodist University 2004 — 2006
BS, Computer Science
YAI - NYL/William O'Connor Bay Ridge School July 2012 - Present
National Grid August 2010 - June 2011
BANK OF AMERICA MERRILL LYNCH May 2010 - August 2010
NYC PUBLIC SCHOOLS – M.S. 88 PETER ROUGET, BROOKLYN, NY May 2009 - July 2009
Merrill Lynch December 2008 - May 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch April 2004 - January 2006
Lehman Brothers March 2003 - March 2004
Merrill Lynch June 1986 - March 2003
Skills
Conferences, Software Documentation, Microsoft Excel, System Administration, Outlook, Leadership, Administrative..., PowerPoint, Human Resources, Banking, Time Management, CRM, PeopleSoft, Finance, Employee Benefits, Strategy, Policy, Onboarding, Project Management, Change Management, Marketing, Payroll, Management, HRIS, Administration, Recruiting, Employee Relations
Education
The Wood School (Secretarial) 1985 — 1986
Secretarial, Cooperative Executive Secretarial Diploma
St. Francis College
Bachelor of Science, Special Studies
Bank of America Merrill Lynch June 2005 - Present
Skills
Equities, Hedge Funds, Securities, Series 7, Prime Brokerage, Fixed Income, Capital Markets, Investment Banking, Asset Managment, Derivatives, FINRA, Alternative Investments, Series 63, Private Equity, Wealth Management, Mutual Funds, Series 24, AML, Investments, Investment Advisory
Education
FINRA/Wharton Institute
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Tulane University Law School
LL.M.
University of Bombay
LL.M., International Business Transactions
Deutsche Bank August 2010 - Present
Bank of America Merrill Lynch September 2008 - August 2010
Merrill Lynch Alternative Investments LLC December 2006 - September 2008
Merrill Lynch 2000 - 2006
Skills
Alternative Investments, Trading, Investments, Hedge Funds, Series 7, Securities, Commodity, FINRA, Wealth Management, ETFs, Fixed Income
Education
Saint Joseph's College 1985 — 1989
BA, Accounting
Bank of America Merrill Lynch August 2010 - Present
Goldman Sachs April 2003 - August 2010
Goldman Sachs July 1999 - April 2003
Donaldson, Lufkin & Jenrette 1994 - 1999
Salomon Brothers July 1991 - March 1994
Skills
Hedge Funds, Capital Markets, Investment Banking, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
MBA, Accounting
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
BS, Finance
BNP Paribas August 2015 - Present
H January 2015 - August 2015
Bank of America Merrill Lynch September 2014 - January 2015
Bank of America Merrill Lynch April 2013 - September 2014
Bank of America Merrill Lynch July 2009 - April 2013
Bank of America Merrill Lynch February 2009 - July 2009
Merrill Lynch July 2008 - February 2009
Merrill Lynch November 2001 - July 2008
Skills
Investment Banking, Deferred Compensation, Human Resources, Wealth Management, Equities, Capital Markets, Financial Services, Financial Modeling, Risk Management, Mergers & Acquisitions, Financial Analysis, Relationship Management, Succession Planning, Vendor Management, Talent Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Economics
Southern Methodist University 1990 — 1994
BA/BS, History/Econ w. Finance
Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch October 2010 - September 2013
United States Air Force March 1980 - January 1988
Skills
Financial Services, Equities, Banking, Salesforce.com, Customer Service, Investments, Management, Leadership, Microsoft Excel, Investment Banking, Hospitality Industry, Bookkeeping, Events Coordination, Coordinating Events, Meeting Scheduling
Education
St Charles Community College 1995 — 1996
Accounting
Bank of America Merrill Lynch December 2009 - Present
Barclays Global Investors 2009 - 2009
Sun Microsystems 2007 - 2009
Skills
Specialized in Credit..., Equity Structure Notes..., system infrastructure..., Excel VBA, Oracle SQL, Sybase SQL, Python, Matlab, Financial Risk, Financial Modeling, Derivatives, Fixed Income, Risk Management, Capital Markets, Valuation, Equities, Credit Risk
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
Master of Science (MS), Financial Engineering
Stanford University 2005 — 2007
MS, Mechanical Engineering
University of Rochester 2001 — 2005
BS, Mechanical Engineering
Bank of America September 1996 - Present
Bank of America 1996 - Present
Bank of America Merrill Lynch 1996 - Present
PricewaterhouseCoopers January 1992 - June 2006
Bank of America Business Capital 1999 - 2005
Skills
Green Belt, Big 4, Operations Management, Credit, Financial Analysis, Six Sigma, Risk Management, Business Process..., Process Improvement, Treasury Management, Commercial Banking, Cash Management, Financial Services, Banking, Portfolio Management, Credit Analysis, Finance, Financial Risk, Business Analysis, Enterprise Risk..., Management, Loans, Credit Risk, Corporate Finance, Financial Modeling, Commercial Lending, Retail Banking, Analysis, Operational Risk..., Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1989 — 1991
Bachelors, Accounting
Center Pond Management L.P. March 2015 - Present
Surveyor Capital (Citadel LLC) February 2012 - March 2015
Bank of America Merrill Lynch June 2009 - February 2012
MVC Capital June 2008 - September 2008
BoxTop Media 2005 - 2006
Education
Stanford University
B.S. in Management Science and Engineering, Financial and Decision Analysis
Private Investment Firm September 2011 - Present
Gleacher Partners June 2009 - June 2011
William Morris Agency January 2008 - February 2009
Bank of America Merrill Lynch June 2007 - December 2007
Skills
Investment Banking, Financial Modeling, Hedge Funds, Private Equity, Valuation
Education
Stanford University 2003 — 2007
BS
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch January 2003 - May 2012
Cambridge Associates 1995 - 2000
Skills
Banking, Financial Analysis, Credit, Credit Analysis, Commercial Lending, Financial Modeling, Commercial Banking, Portfolio Management, Loans, Finance
Education
Southern Methodist University - Cox School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Maryland College Park
Bachelor of Science (B.S.), Accounting and Finance
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch January 2014 - Present
Newedge April 2012 - January 2014
NewEdge February 2008 - March 2012
Fimat USA LLC September 2007 - February 2008
Skills
Options, Futures, Data Reconciliation, Analytics, Critical Thinking, Account Reconciliation, Derivatives, Prime Brokerage, Trading Systems
Education
St. Ambrose University 2004 — 2007
BA, Finance, Economics
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch September 2011 - July 2014
Wilcox Swartzwelder & Co. June 2011 - September 2011
Rothstein Kass January 2011 - March 2011
Gerald L. Ray & Associates, Ltd. June 2010 - December 2010
North Star Resource Group (Dallas) June 2010 - August 2010
Skills
Valuation, Accounting, Credit Analysis, Financial Modeling, Microsoft Excel, Private Equity, Investment Banking
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Financial Consulting, Accounting
Florence University of the Arts (Florence, Italy)
Italian language, arts and culture
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
Bank of America Merrill Lynch September 2007 - May 2013
Bear Stearns March 2006 - September 2007
Bear Stearns October 2005 - March 2007
Bear Stearns 2004 - 2006
Bear Stearns June 2004 - October 2005
Skills
Series 63, Middle Office, Series 7, Equity Derivatives, Fixed Income, Options, Swaps, High Yield, Convertible Bonds, Prime Brokerage, FINRA, Bloomberg Terminal, Derivatives, Bloomberg, Series 24, Equity Trading, Credit Derivatives, Bonds, FX Options, Proprietary Trading, Settlement, Dodd-Frank, Equities
Education
St. Francis College 1998 — 2002
BS, Finance
St. Francis Prep 1994 — 1998
Bank of America Merrill Lynch July 2015 - Present
Skills
M&A experience, Financial Modeling, Valuation, Venture Capital, Financial Analysis, Financial Accounting, Leadership, Private Equity, Business Strategy, Competitive Analysis, Cross-functional Team..., Entrepreneurship, Management Consulting, Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2001 — 2005
Bachelor's degree
Bank of America Merrill Lynch 2009 - 2011
Bank of America 2004 - 2009
Lehman Brothers 2000 - 2002
Lehman Brothers 1999 - 2000
Lehman Brothers 1998 - 1999
Skills
Customer Service, Management, Banking, Risk Management, Microsoft Office, Equity Derivatives, Operating Systems, Supervision, Six Sigma, Process Improvement, Executive Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1998
BS - Bachelor of Science, Finance
GlaxoSmithKline May 2012 - Present
Bank of America Merrill Lynch January 2010 - April 2012
US Clearing Services January 2009 - December 2009
Merrill Lynch March 2007 - December 2008
Brown Brothers Harriman & Co February 2004 - February 2007
Skills
Equities, Reconciliation, Fixed Income, Corporate Actions
Education
St. Francis College 1999 — 2003
Bachelor of Science, Business Management
Bank of America January 2014 - Present
Bank of America Merrill Lynch June 2010 - December 2013
Bank of America Merrill Lynch January 2008 - June 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investment Banking, Valuation, Bloomberg, Credit Analysis, Equity Research, Derivatives, Portfolio Management, Banking, Investments, Credit Risk, Credit, Due Diligence, Financial Structuring, Loans, Risk Management, Finance, Financial Risk, Commercial Banking, Commercial Lending, Financial Statement...
Education
Southern Methodist University - Cox School of Business
Finance
Bank of America Merrill Lynch July 2011 - Present
Fidelity Investments June 2005 - July 2011
Skills
Process Improvement, Strategic Planning, Customer Service, Business Development, Project Management, Team Leadership, Series 7, Business Strategy, Business Analysis, Team Building, Program Management, Research, Wealth Management, Public Speaking, Series 63, Mutual Funds
Education
Southern New Hampshire University 2009 — 2013
Master of Business Administration (MBA), Finance
Southern New Hampshire University 2009 — 2011
Master's degree, Operations and Project Management
University of Massachusetts at Lowell 1997 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Bank of America Merrill Lynch April 2015 - Present
ViewPoint Bank September 2012 - April 2015
JPMorgan Chase September 2011 - September 2012
JPMorgan Chase September 2010 - September 2011
JPMorgan Chase June 2009 - August 2009
lovett homes 2008 - 2008
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Financial Consulting
London School of Economics and Political Science 2008 — 2008
Finance
St. John's School 1993 — 2006
Bank of America-Merrill Lynch July 2013 - Present
Citigroup Global Markets, Inc October 2001 - January 2013
Carr Futures, Inc August 1999 - October 2001
Greenwich Capital Markets, Inc May 1994 - August 1999
Skills
Relationship Management, Financial Services, Banking, Fixed Income, Equities, Financial Markets, Portfolio Management, Derivatives, Credit, Market Data, Electronic Trading, FX Options, Trading, Financial Risk, Back Office, Asset Management
Education
St. Ambrose University
Bachelor of Arts (B.A.), Major: Business Administration, Minor: Economics
Bank of America Merrill Lynch August 2011 - Present
Jones Sign Co., Inc. August 2009 - August 2011
Spurley Construction LLC. May 2008 - October 2008
Shopko June 2004 - May 2008
The Picture People August 2002 - October 2004
Pioneer Metal Finishing July 2002 - June 2004
Advance Systems Inc. June 1997 - February 2002
Skills
Adobe Creative Suite, Microsoft Office, SharePoint, Digital Photography, Studio Photography, Capture One, Team Leadership, Vinyl Cutting, FlexiSign, Carpentry, MIG welding, Metal Fabrication
Education
St. Norbert College 2001 — 2002
University of Notre Dame 1997 — 2002
Bachelor of Fine Arts, Photography
Bank of America Merrill Lynch November 2013 - Present
Peak Franchise Capital June 2012 - November 2013
Southern Methodist University January 2012 - May 2012
Skills
Financial Analysis, Financial Modeling, Investments, Communication, Microsoft Office, Microsoft Excel, Data Analysis, Economics, Quantitative Analytics, Research, Bloomberg Terminal, Public Speaking, PowerPoint, Leadership, Finance, Bloomberg
Education
Southern Methodist University - Cox School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance with a Specialization in Alternative Asset Management, Summa Cum Laude
Bank of America Merrill Lynch July 2014 - Present
Dept. of Economics & Dept. of Mathematics, Stanford University June 2012 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
Dept. of Economics, Stanford University June 2011 - January 2012
Stanford University September 2011 - December 2011
Math Magic March 2011 - June 2011
Dept. of Biomedical Engineering, Northwestern University June 2009 - September 2010
Skills
Economics, Mathematics, Teaching, Mathematical Modeling, LaTeX, Programming
Education
Stanford University 2010 — 2014
Bachelor of Science (B.S.), Mathematics w/ Honors
Bank of America Merrill Lynch October 2013 - Present
Wells Fargo April 2010 - September 2014
Skills
Mortgage Lending, Credit Analysis, Banking, Consumer Lending, Retail Banking, Credit, Loan Origination, Loans, Commercial Banking, Financial Risk, Finance, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Cash Management, Customer Service, KYC
Education
St. Petersburg College 2007 — 2013
Bachelor of Business Administration (BBA), business
Countryside High School
High school diploma, 4.2 GPA
Bank of America Merrill Lynch June 1989 - Present
Skills
Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Financial Markets, Options, Series 7, Bonds, Trading Systems, Credit, Interest Rate..., Series 63
Education
Stanford University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Millennium 2013 - 2015
Bank of America Merrill Lynch 1989 - 2013
Education
St. John's University 1989 — 1993
Master of Business Administration (MBA), Public Accounting, A
St. John's University 1984 — 1989
Bachelor's degree, Finance and Financial Management Services, A
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
quirin bank AG June 2013 - September 2013
Dynamic Clinical Systems 2012 - 2012
Education
Stanford University 2011 — 2015
Bachelor's degree
Stanford in Berlin 2013 — 2013
University of Oxford 2012 — 2012
The Pingry School 1997 — 2011
High School
Bank of America Merrill Lynch July 2006 - Present
Skills
Business Analysis, Fixed Income, Disaster Recovery, IT Strategy, IT Management, Integration, Oracle, Project Management, Requirements Analysis, Risk Management, SDLC, Vendor Management, Visio
Education
St. John's University 1997 — 2001
Bachelor's Degree, Computer Science
Bank of America March 2015 - Present
Bank of America Merrill Lynch October 2014 - March 2015
Saltopia Artisan Infused Sea Salts September 2013 - September 2014
UBS 1999 - 2000
UBS 1996 - 1997
J.P. Morgan 1992 - 1996
Shearman & Sterling LLP 1990 - 1992
Skills
ISDA negotiations, Derivatives, Securities, Commercial Paper, S Corporations, Legal Documents, Social Media Marketing, Sales, Food Manufacturing
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Government
Bank of America Merrill Lynch Summer AnalystJPMorgan Chase & Co.$
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Research, Project Management, Strategic Planning
Education
Spelman College 2013 — 2017
Bachelor of Arts (B.A.), Economics
Spelman College 2013 — 2017
Bank of America Merrill Lynch July 2015 - Present
Morgan Stanley May 2000 - June 2015
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Investment Banking, Capital Markets, Prime Brokerage, Securities, Securities Lending, Operational Risk, Outsourcing, New Product..., Internal Controls, Settlement, Asset Management, Corporate Events
Education
St. John's University 1996 — 2000
BS, Finance, General
Bank of America Merrill Lynch June 2013 - June 2015
MobileLutions, LLC June 2012 - August 2012
Skills
Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Social Media Marketing
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (MBA) Candidate
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Risk Management and Insurance, Summa Cum Laude
Wichita Collegiate School
High School