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

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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
Cres Zeyu Li Cres Zeyu Li Toronto, Canada Area Details
Cres Zeyu Li's Bank of America Merrill Lynch Experience May 2014 - March 2015
Job Trading Application Consultant
Industry Financial Services
Experience
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

Nishtha Kohli Nishtha Kohli Chicago, Illinois Details
Nishtha Kohli's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Associate at Credit Suisse
Industry Higher Education
Experience
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

Daniel Scherer Daniel Scherer Saint Louis, Missouri Details
Daniel Scherer's Bank of America Merrill Lynch Experience August 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   August 2014 - Present

Education
Stanford University   2010 — 2014

Andrea Shuyu Wang Andrea Shuyu Wang Stanford, California Details
Andrea Shuyu Wang's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Stanford Economics | CoFounder of Lizard Institute | Founder of Profiles in Converse | BAML Summer Analyst
Industry Financial Services
Experience
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

Nji Nnamani Nji Nnamani New York, New York Details
Nji Nnamani's Bank of America Merrill Lynch Experience 2012 - 2012
Job
Industry Investment Management
Experience
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

Abhishek Ruwatia Abhishek Ruwatia New York, New York Details
Abhishek Ruwatia's Bank of America Merrill Lynch Experience May 2008 - January 2013
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Sarah Azizi Sarah Azizi San Francisco, California Details
Sarah Azizi's Bank of America Merrill Lynch Experience May 2013 - May 2014
Job Business Development & Partnerships at Degreed
Industry Higher Education
Experience
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

Michael Toledo Michael Toledo Dallas/Fort Worth Area Details
Michael Toledo's Bank of America Merrill Lynch Experience July 2009 - April 2013
Job Commercial Credit Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Katherine Gupta Katherine Gupta New York, New York Details
Katherine Gupta's Bank of America Merrill Lynch Experience May 2015 - Present
Job Bank of America Merrill Lynch, Global Banking and Markets
Industry Financial Services
Experience
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

Scott Robson Scott Robson Dallas, Texas Details
Scott Robson's Bank of America Merrill Lynch Experience July 2014 - June 2015
Job Real Estate
Industry Financial Services
Experience
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

Rachel Hutchens, MBA Rachel Hutchens, MBA Tampa/St. Petersburg, Florida Area Details
Rachel Hutchens, MBA's Bank of America Merrill Lynch Experience October 2014 - Present
Job Trust Officer for Bank of America Merrill Lynch
Industry Banking
Experience
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

Gautam Krishnamurthi Gautam Krishnamurthi San Francisco Bay Area Details
Gautam Krishnamurthi's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Brian Hodges Brian Hodges Dallas/Fort Worth Area Details
Brian Hodges's Bank of America Merrill Lynch Experience March 2010 - Present
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
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

Chris Fishel Chris Fishel Houston, Texas Area Details
Chris Fishel's Bank of America Merrill Lynch Experience May 2012 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Sabeek Pradhan Sabeek Pradhan Stanford, California Details
Sabeek Pradhan's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Student at Stanford University
Industry Information Technology and Services
Experience
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

Elvira Alvarez Elvira Alvarez Stanford, California Details
Elvira Alvarez's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Research Assistant at Stanford Law School
Industry
Experience
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

Christopher Scales Christopher Scales Chicago, Illinois Details
Christopher Scales's Bank of America Merrill Lynch Experience August 2010 - June 2012
Job Senior Associate at Lake Capital
Industry Venture Capital & Private Equity
Experience
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

Didya Magana Didya Magana Houston, Texas Details
Didya Magana's Bank of America Merrill Lynch Experience August 2012 - September 2012
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Robert Mock Robert Mock Burlingame, California Details
Robert Mock's Bank of America Merrill Lynch Experience August 2008 - April 2013
Job CoFounder, Investor, and Board Member of New Frontier Foods Inc., Ocean's Halo Seaweed Chips & Snacks
Industry Food & Beverages
Experience
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

Jennifer Lang Jennifer Lang New York, New York Details
Jennifer Lang's Bank of America Merrill Lynch Experience July 2013 - Present
Job Equity Derivatives Sales Trader at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Siddharth Yadav Siddharth Yadav Greater New York City Area Details
Siddharth Yadav's Bank of America Merrill Lynch Experience January 2015 - Present
Job Technology Associate DevOps Architect (Build & Deployment) at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Charles Kerr Charles Kerr San Francisco Bay Area Details
Charles Kerr's Bank of America Merrill Lynch Experience June 2015 - Present
Job Healthcare Investment Banking Summer Analyst, Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Celeste Benton Celeste Benton Greater Chicago Area Details
Celeste Benton's Bank of America Merrill Lynch Experience July 2009 - September 2011
Job Execuitve Recruiter at Allstate
Industry Financial Services
Experience
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

David Freckleton David Freckleton Miami/Fort Lauderdale Area Details
David Freckleton's Bank of America Merrill Lynch Experience June 2015 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
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

Josiah Overfors Josiah Overfors Greater Minneapolis-St. Paul Area Details
Josiah Overfors's Bank of America Merrill Lynch Experience June 2008 - August 2008
Job Senior Financial Analyst, FP&A at Korn Ferry
Industry Staffing and Recruiting
Experience
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

Bob Franks Bob Franks Greater New York City Area Details
Bob Franks's Bank of America Merrill Lynch Experience June 2011 - Present
Job Research Compliance Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Ashvin Chhabra Ashvin Chhabra Greater New York City Area Details
Ashvin Chhabra's Bank of America Merrill Lynch Experience May 2013 - September 2015
Job President, Euclidean Capital; Author: The Aspirational Investor
Industry Financial Services
Experience
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

Jonathan Moschilli Jonathan Moschilli Greater Boston Area Details
Jonathan Moschilli's Bank of America Merrill Lynch Experience 2009 - Present
Job Commercial Credit Professional
Industry Banking
Experience
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

Peter Bianchini Peter Bianchini Greater New York City Area Details
Peter Bianchini's Bank of America Merrill Lynch Experience August 2005 - October 2014
Job Client Service Specialist l Operations Professional I Team Player
Industry Financial Services
Experience
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

Bill Murphy, CAIA Bill Murphy, CAIA Greater New York City Area Details
Bill Murphy, CAIA's Bank of America Merrill Lynch Experience June 2015 - Present
Job Director, Capital Introductions at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Griselda Carlos Arzate Griselda Carlos Arzate San Francisco Bay Area Details
Griselda Carlos Arzate's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Account Analyst at PIMCO
Industry Financial Services
Experience
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

David C. Tyrie David C. Tyrie Greater Boston Area Details
David C. Tyrie's Bank of America Merrill Lynch Experience September 2011 - July 2015
Job Bank of America Consumer Products
Industry Banking
Experience
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

Chris Marinelli Chris Marinelli New York, New York Details
Chris Marinelli's Bank of America Merrill Lynch Experience November 2010 - Present
Job Associate, US Short Rates Trading, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Rajashekhar Karna Rajashekhar Karna Menlo Park, California Details
Rajashekhar Karna's Bank of America Merrill Lynch Experience March 2011 - April 2012
Job Contingent Worker at Facebook
Industry Internet
Experience
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

Cairo Gil Cairo Gil New York, New York Details
Cairo Gil's Bank of America Merrill Lynch Experience October 2014 - Present
Job Financial Analyst at Bank of America
Industry Financial Services
Experience
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

Sherman Quint Brown Sherman Quint Brown Dallas, Texas Details
Sherman Quint Brown's Bank of America Merrill Lynch Experience July 2011 - February 2012
Job Managing General Partner at Pioneer Legacy Partners, LLLP
Industry Venture Capital & Private Equity
Experience
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

Felipe Ramirez, MBA Felipe Ramirez, MBA Tampa/St. Petersburg, Florida Area Details
Felipe Ramirez, MBA's Bank of America Merrill Lynch Experience August 2011 - Present
Job Vice President, Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Nathan McClellan Nathan McClellan Dallas/Fort Worth Area Details
Nathan McClellan's Bank of America Merrill Lynch Experience January 2005 - April 2010
Job Director MidAmerica Region Government & Institutional Banking (GIB) Group
Industry Banking
Experience
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

Jeff Waldrop Jeff Waldrop Austin, Texas Area Details
Jeff Waldrop's Bank of America Merrill Lynch Experience January 2011 - May 2012
Job Financial Solutions Advisor; VP at Merrill Edge
Industry Financial Services
Experience
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

Katherine Sebastian Katherine Sebastian New York, New York Details
Katherine Sebastian's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Business Development at Palantir Technologies
Industry Computer Software
Experience
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

Charlie Thorne Charlie Thorne Greater Boston Area Details
Charlie Thorne's Bank of America Merrill Lynch Experience June 2006 - December 2010
Job SVP, Senior Change Manager at Bank of America
Industry Banking
Experience
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

Robert Presley, DIR, VP, IT, IS ITIL MCSE VCP SDLC CMMI Robert Presley, DIR, VP, IT, IS ITIL MCSE VCP SDLC CMMI Dallas/Fort Worth Area Details
Robert Presley, DIR, VP, IT, IS ITIL MCSE VCP SDLC CMMI's Bank of America Merrill Lynch Experience May 2013 - Present
Job Vice President; Technology Manager Systems Engineering at Bank of America
Industry Information Technology and Services
Experience
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

Catherine Swanson Catherine Swanson New York, New York Details
Catherine Swanson's Bank of America Merrill Lynch Experience August 2013 - Present
Job Prime Brokerage Sales Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

BalaKrishna Varma Chamarthi BalaKrishna Varma Chamarthi Baltimore, Maryland Area Details
BalaKrishna Varma Chamarthi's Bank of America Merrill Lynch Experience January 2011 - August 2011
Job Technical Team Lead at Lockheed Martin
Industry Information Technology and Services
Experience
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

Ned Yetten Ned Yetten Boston, Massachusetts Details
Ned Yetten's Bank of America Merrill Lynch Experience August 2002 - January 2013
Job Senior Vice President at Brown Brothers Harriman
Industry Banking
Experience
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

James M Davis III James M Davis III Palestine, Texas Details
James M Davis III's Bank of America Merrill Lynch Experience April 1977 - May 2012
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Lauren Botcher Lauren Botcher Dallas, Texas Details
Lauren Botcher's Bank of America Merrill Lynch Experience 2015 - Present
Job Student Worker at Southern Methodist University Office of Police and Risk Management
Industry Financial Services
Experience
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

Adena Hefets Adena Hefets San Francisco Bay Area Details
Adena Hefets's Bank of America Merrill Lynch Experience June 2009 - June 2011
Job MBA Candidate at the Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
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

Paul Tranby Paul Tranby New York, New York Details
Paul Tranby's Bank of America Merrill Lynch Experience May 2011 - Present
Job Futures & Options and OTC Clearing Sales and Marketing Associate Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Robert Bridich Robert Bridich Greater Chicago Area Details
Robert Bridich's Bank of America Merrill Lynch Experience July 2011 - December 2013
Job Managing Partner at Tier1 Solutions
Industry Information Technology and Services
Experience
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

Yvonne Hart Yvonne Hart Houston, Texas Area Details
Yvonne Hart's Bank of America Merrill Lynch Experience June 2010 - September 2013
Job West Power and Gas Trader at Castleton Commodities International
Industry Financial Services
Experience
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

Wesley Green Wesley Green New York, New York Details
Wesley Green's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Associate at KPMG US
Industry Financial Services
Experience
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

Roman Jones Roman Jones Spokane, Washington Area Details
Roman Jones's Bank of America Merrill Lynch Experience May 2011 - Present
Job Assistant Vice President; Consultant; Systems Engineer at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Joe McCulloch, MBA, CFP® Joe McCulloch, MBA, CFP® Greater St. Louis Area Details
Joe McCulloch, MBA, CFP®'s Bank of America Merrill Lynch Experience August 2015 - Present
Job Assistant Vice President / Financial Wellness Specialist for Merrill Edge at Bank of America
Industry Financial Services
Experience
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

Anshum Bhambri Anshum Bhambri New York, New York Details
Anshum Bhambri'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
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

W. Spencer Taylor W. Spencer Taylor Houston, Texas Details
W. Spencer Taylor's Bank of America Merrill Lynch Experience January 2011 - Present
Job Treasury Solutions Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Steve Stich Steve Stich Dallas/Fort Worth Area Details
Steve Stich's Bank of America Merrill Lynch Experience September 2003 - October 2014
Job
Industry Financial Services
Experience
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

Michael Azzaro Michael Azzaro Phoenix, Arizona Details
Michael Azzaro's Bank of America Merrill Lynch Experience July 2015 - Present
Job Vice President, Market Sales Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Julia Burman Julia Burman Dallas, Texas Details
Julia Burman's Bank of America Merrill Lynch Experience December 2012 - January 2013
Job Research Coordinator at CBRE
Industry Commercial Real Estate
Experience
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

Lisa Tarrant Lisa Tarrant Dallas/Fort Worth Area Details
Lisa Tarrant's Bank of America Merrill Lynch Experience December 2009 - October 2012
Job VP, Corporate Banking at Capital One Bank
Industry Financial Services
Experience
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

Austin Hooper Austin Hooper United States Details
Austin Hooper's Bank of America Merrill Lynch Experience June 2015 - Present
Job Tight End Stanford University
Industry
Experience
Bank of America Merrill Lynch   June 2015 - Present
Youth Impact Program  June 2014 - August 2014

Education
Stanford University
Psychology

Allen Short Allen Short Minneapolis, Minnesota Details
Allen Short's Bank of America Merrill Lynch Experience July 2009 - August 2012
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER professional at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Gayle Higaki Gayle Higaki San Francisco Bay Area Details
Gayle Higaki's Bank of America Merrill Lynch Experience 1994 - 2014
Job Director at Bank of America Merrill Lynch (Retired)
Industry Banking
Experience
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

Samuel Male Samuel Male Chicago, Illinois Details
Samuel Male's Bank of America Merrill Lynch Experience January 2014 - March 2015
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
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

Jose Pablo Medina Jose Pablo Medina Greater New York City Area Details
Jose Pablo Medina's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Scott Oman Scott Oman Houston, Texas Details
Scott Oman's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Betty Vo Betty Vo New York, New York Details
Betty Vo's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Balaji Chandrasekhar Balaji Chandrasekhar San Francisco, California Details
Balaji Chandrasekhar's Bank of America Merrill Lynch Experience June 2011 - August 2012
Job Data Analytics at Lyft
Industry Consumer Services
Experience
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

Don Hoang Don Hoang San Francisco Bay Area Details
Don Hoang's Bank of America Merrill Lynch Experience 2002 - 2006
Job Business Development, Partnerships, & GM
Industry Internet
Experience
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

Austin David Austin David Dallas/Fort Worth Area Details
Austin David's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Private Equity Investment Professional at Turnbridge Capital
Industry Venture Capital & Private Equity
Experience
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

Han Lee Han Lee San Francisco Bay Area Details
Han Lee's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Stanford Design Management Science
Industry Management Consulting
Experience
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

Daisy Anderson Daisy Anderson San Francisco Bay Area Details
Daisy Anderson's Bank of America Merrill Lynch Experience June 2013 - Present
Job Student at Stanford University
Industry Investment Banking
Experience
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

Fawaz Hourani Fawaz Hourani Greater New York City Area Details
Fawaz Hourani's Bank of America Merrill Lynch Experience July 2014 - Present
Job Student at Stanford University
Industry Financial Services
Experience
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

Everett Watson Everett Watson Palo Alto, California Details
Everett Watson's Bank of America Merrill Lynch Experience July 2015 - Present
Job GBAM Sales and Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Shilpa Sethuraman Shilpa Sethuraman Stanford, California Details
Shilpa Sethuraman's Bank of America Merrill Lynch Experience August 2010 - September 2010
Job Business Analyst at The Walt Disney Company
Industry Investment Banking
Experience
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

Christina Whatley Christina Whatley Chicago, Illinois Details
Christina Whatley's Bank of America Merrill Lynch Experience September 2014 - Present
Job Global Principal Investments Associate, BAML Capital Access Funds Management, LLC
Industry Financial Services
Experience
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

Sophia Tsai Sophia Tsai San Francisco Bay Area Details
Sophia Tsai's Bank of America Merrill Lynch Experience July 2010 - September 2010
Job Talent Programs Specialist at Dropbox
Industry Internet
Experience
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

Sravanth Prakash Sravanth Prakash Greater New York City Area Details
Sravanth Prakash's Bank of America Merrill Lynch Experience 2015 - 2015
Job Quantitative Business Analyst (Prime Brokerage ,Margin Risk and OTC Derivatives) at Bank of America Merrill Lynch
Industry Computer Software
Experience
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

Kyle Warren Kyle Warren San Francisco, California Details
Kyle Warren's Bank of America Merrill Lynch Experience July 2013 - June 2015
Job Associate at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
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

Joe Eitel Joe Eitel Orange County, California Area Details
Joe Eitel's Bank of America Merrill Lynch Experience April 2008 - Present
Job
Industry Banking
Experience
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

Ann Tran Ann Tran San Francisco Bay Area Details
Ann Tran's Bank of America Merrill Lynch Experience July 2007 - December 2009
Job
Industry Internet
Experience
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

Claudia Panzini Claudia Panzini Greater New York City Area Details
Claudia Panzini's Bank of America Merrill Lynch Experience September 2009 - Present
Job Portfolio Management Officer Bank of America Merrill Lynch
Industry Banking
Experience
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

Peter Sauer Peter Sauer Greater New York City Area Details
Peter Sauer's Bank of America Merrill Lynch Experience March 2007 - Present
Job Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2007 - Present

Education
Stanford University   1995 — 1999

Shady Side Academy   1991 — 1995

Yvonne Kalinic Yvonne Kalinic Greater New York City Area Details
Yvonne Kalinic's Bank of America Merrill Lynch Experience July 2014 - Present
Job Director at Bank of America
Industry Financial Services
Experience
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

Cameron, Janelle Cameron, Janelle San Francisco Bay Area Details
Cameron, Janelle's Bank of America Merrill Lynch Experience April 2009 - Present
Job Business Analyst at Banc of America Securities
Industry Investment Banking
Experience
Bank of America Merrill Lynch   April 2009 - Present
Bank of America  September 2006 - April 2009

Education
Southern Oregon University

Aquatia L. Owens Aquatia L. Owens Greater New York City Area Details
Aquatia L. Owens's Bank of America Merrill Lynch Experience September 2013 - December 2014
Job Wealth Management and Financial Services Industry Executive
Industry Financial Services
Experience
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

Giorgio Sanvictores Giorgio Sanvictores Greater Seattle Area Details
Giorgio Sanvictores's Bank of America Merrill Lynch Experience July 2007 - June 2012
Job Software Developer
Industry Computer Software
Experience
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

Jun Jiang Jun Jiang New York, New York Details
Jun Jiang's Bank of America Merrill Lynch Experience 2015 - Present
Job Investment Banking Associate Technology, Media and Telecommunications at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Theresa Rabkin Theresa Rabkin Orange County, California Area Details
Theresa Rabkin's Bank of America Merrill Lynch Experience 1996 - Present
Job Senior Vice President at LaSalle Global Trust Services
Industry Financial Services
Experience
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

Robert Grillo Robert Grillo Greater New York City Area Details
Robert Grillo's Bank of America Merrill Lynch Experience August 2014 - Present
Job MD at BofA ML
Industry Banking
Experience
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

Lacy Lapio Lacy Lapio Greater Seattle Area Details
Lacy Lapio's Bank of America Merrill Lynch Experience February 2006 - August 2012
Job Software Developer at Redcley Partners
Industry Computer Software
Experience
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

Carmela Palumbo Carmela Palumbo Greater New York City Area Details
Carmela Palumbo's Bank of America Merrill Lynch Experience May 2010 - August 2010
Job Office Manager, NYL/William O'Connor School
Industry Financial Services
Experience
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

Anita Sippy Anita Sippy Greater New York City Area Details
Anita Sippy's Bank of America Merrill Lynch Experience June 2005 - Present
Job Director/Senior Compliance Manager
Industry Financial Services
Experience
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

Frank Gecsedi Frank Gecsedi Greater New York City Area Details
Frank Gecsedi's Bank of America Merrill Lynch Experience September 2008 - August 2010
Job Vice President Asset & Wealth Management Compliance at Deutsche Bank
Industry Investment Banking
Experience
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

Garrett O'Reilly Garrett O'Reilly Greater New York City Area Details
Garrett O'Reilly's Bank of America Merrill Lynch Experience August 2010 - Present
Job Managing Director Global Head Research Compliance
Industry Financial Services
Experience
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

Francis O'Sullivan Francis O'Sullivan Greater New York City Area Details
Francis O'Sullivan's Bank of America Merrill Lynch Experience September 2014 - January 2015
Job Head of Rewards Americas at BNP Paribas
Industry Financial Services
Experience
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

Bethany Koehler Bethany Koehler Greater Grand Rapids, Michigan Area Details
Bethany Koehler's Bank of America Merrill Lynch Experience October 2010 - September 2013
Job Client Associate at Merrill Lynch
Industry Banking
Experience
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

Yude Chen Yude Chen San Francisco Bay Area Details
Yude Chen's Bank of America Merrill Lynch Experience December 2009 - Present
Job VP; Quantitative Middle Office Manager for Central Funding Desk (CFD)
Industry Financial Services
Experience
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

Diane Carleton Diane Carleton Dallas/Fort Worth Area Details
Diane Carleton's Bank of America Merrill Lynch Experience 1996 - Present
Job Credit Services Exec SVP at Bank of America
Industry Banking
Experience
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

Andrew Trepp Andrew Trepp New York, New York Details
Andrew Trepp's Bank of America Merrill Lynch Experience June 2009 - February 2012
Job Healthcare Analyst at Center Pond Management
Industry Financial Services
Experience
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

Matthew Shin Matthew Shin Greater New York City Area Details
Matthew Shin's Bank of America Merrill Lynch Experience June 2007 - December 2007
Job
Industry Investment Management
Experience
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

Yolonda Stradford Yolonda Stradford Greater Chicago Area Details
Yolonda Stradford's Bank of America Merrill Lynch Experience May 2012 - Present
Job Global Client Manager at Bank of America Merrill Lynch, Middle Market Commercial Banking
Industry Banking
Experience
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

Thomas Aleksiewicz Thomas Aleksiewicz Chicago, Illinois Details
Thomas Aleksiewicz's Bank of America Merrill Lynch Experience February 2015 - Present
Job Operations Derivatives Manager
Industry Financial Services
Experience
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

Caton Sanders Caton Sanders Dallas/Fort Worth Area Details
Caton Sanders's Bank of America Merrill Lynch Experience August 2014 - Present
Job Assistant Vice President, Global Corporate Credit Risk Media/Telecommunications at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Edward Wash Edward Wash New York, New York Details
Edward Wash's Bank of America Merrill Lynch Experience September 2014 - Present
Job VP Sr Compliance Mgr Equity Derivatives
Industry Investment Banking
Experience
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

Antonio Key Antonio Key New York, New York Details
Antonio Key's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate, Mergers and Acquisitions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Erica Therriault Erica Therriault Greater New York City Area Details
Erica Therriault's Bank of America Merrill Lynch Experience 2009 - 2011
Job VP Sales Supervision at Bank of America Merrill Lynch
Industry Banking
Experience
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

Maria Estrella-Espinal Maria Estrella-Espinal Greater New York City Area Details
Maria Estrella-Espinal's Bank of America Merrill Lynch Experience January 2010 - April 2012
Job Sales
Industry Pharmaceuticals
Experience
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

John Sletten John Sletten Dallas/Fort Worth Area Details
John Sletten's Bank of America Merrill Lynch Experience June 2010 - December 2013
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Sean Corey Sean Corey Greater Boston Area Details
Sean Corey's Bank of America Merrill Lynch Experience July 2011 - Present
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Pace Doherty Pace Doherty Dallas, Texas Details
Pace Doherty's Bank of America Merrill Lynch Experience April 2015 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Matthew Reimann Matthew Reimann Greater Chicago Area Details
Matthew Reimann's Bank of America Merrill Lynch Experience July 2013 - Present
Job Sr. Operations AnalystBAML
Industry Capital Markets
Experience
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

Brandon Lenz Brandon Lenz Bound Brook, New Jersey Details
Brandon Lenz's Bank of America Merrill Lynch Experience August 2011 - Present
Job Project Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Kyle Oberkrom Kyle Oberkrom Dallas/Fort Worth Area Details
Kyle Oberkrom's Bank of America Merrill Lynch Experience November 2013 - Present
Job Corporate Credit Risk Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Akhil Vohra Akhil Vohra New York, New York Details
Akhil Vohra's Bank of America Merrill Lynch Experience July 2014 - Present
Job Global Mortgage Products Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Chad Conforti Chad Conforti Tampa/St. Petersburg, Florida Area Details
Chad Conforti's Bank of America Merrill Lynch Experience October 2013 - Present
Job Merrill Lynch Trust Officer 1, business professional with over 5 years experience in the banking industry.
Industry Banking
Experience
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

Matthew Della Bitta Matthew Della Bitta Greater New York City Area Details
Matthew Della Bitta's Bank of America Merrill Lynch Experience June 1989 - Present
Job Senior Trader at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Michael Pagano Michael Pagano Staten Island, New York Details
Michael Pagano's Bank of America Merrill Lynch Experience 1989 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Kathryn Kolb Kathryn Kolb New York, New York Details
Kathryn Kolb's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Francesco Mola Francesco Mola Greater New York City Area Details
Francesco Mola's Bank of America Merrill Lynch Experience July 2006 - Present
Job Bank of America | Merrill Lynch AVP Global Markets Site Support Lead
Industry Information Technology and Services
Experience
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

Jennifer Meiners Jennifer Meiners Hackettstown, New Jersey Details
Jennifer Meiners's Bank of America Merrill Lynch Experience October 2014 - March 2015
Job Vice President and Senior Documentation Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Imani Deja Dixon Imani Deja Dixon Atlanta, Georgia Details
Imani Deja Dixon's Bank of America Merrill Lynch Experience Summer AnalystJPMorgan Chase & Co.$
Job Student at Spelman College
Industry Marketing and Advertising
Experience
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

Karen Tedesco Karen Tedesco Greater New York City Area Details
Karen Tedesco's Bank of America Merrill Lynch Experience July 2015 - Present
Job
Industry Financial Services
Experience
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

Hanna Robertson Hanna Robertson Dallas, Texas Details
Hanna Robertson's Bank of America Merrill Lynch Experience June 2013 - June 2015
Job MBA Candidate 2017 at Southern Methodist University Cox School of Business
Industry Financial Services
Experience
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