Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch June 2015 - August 2015
Degenkolb Engineers July 2013 - July 2014
Degenkolb Engineers December 2010 - June 2013
Skills
Financial Analysis, Project Management, Valuation, Earthquake Engineering, Seismic Design, Structural Engineering, Steel Design, Steel Structures, Structural Analysis, Civil Engineering, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2009 — 2010
M.S., Structural Engineering
University of California, Berkeley 2005 — 2009
B.S., Civil Engineering
Bank of America Merrill Lynch September 2014 - Present
AXA Advisors August 2012 - August 2014
AXA Advisors June 2012 - August 2012
U.S. Department of Energy May 2011 - August 2011
VMI Foundation January 2011 - May 2011
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Needs Analysis, Investments, Spanish, Mutual Funds, Asset Management
Education
Virginia Military Institute 2008 — 2012
Bachelor of Arts (B.A.), Double Major: Economics and Business/ Spanish Concentration: Financial Management
Universidad Complutense de Madrid 2010 — 2010
Spanish Language and Literature
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Melkon Group May 2011 - February 2014
Marcum LLP January 2009 - April 2011
McGladrey October 2006 - November 2008
Grant Thornton LLP August 2005 - August 2006
Northwestern Mutual February 2003 - March 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Due Diligence, Financial Institutions, Internal Controls, Strategic Financial..., Management Consulting, Risk Management, Microsoft Excel, Project Management, Business Planning, Management, Financial Reporting, Auditing, Financial Accounting, Financial Planning, Business Development, Microsoft Word, Forecasting, Corporate Finance, Operational Due..., Business Strategy, Internal Audit, Tax, Managerial Finance, Financial Audits, Financial Statements
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of California, Riverside 2001 — 2005
Bachelor of Science, Business - Finance and Accounting
Vanderbilt University August 2013 - May 2015
Bank of America Merrill Lynch 2014 - August 2014
Vanderbilt Owen Graduate School of Management May 2013 - June 2013
Vanderbilt Commons Center August 2012 - May 2013
Vanderbilt University February 2012 - May 2013
Beata Buhl Interiors May 2011 - June 2011
Skills
Microsoft Word, Customer Service, Teamwork, Public Speaking, Time Management, Team Leadership, PowerPoint
Education
Vanderbilt University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Graduated May 2015
UCL 2014 — 2014
Affiliate Student, Economics
Bank of America Merrill Lynch July 2014 - Present
LoHo Realty September 2013 - July 2014
Jenny Craig August 2005 - June 2013
Allied Management Inc. March 2002 - May 2005
Caribbean Stranding Network June 1999 - December 2001
Skills
Office Management, Accounting, Translation, Online Research, Inventory Accuracy, Claims Auditing, Creative Problem Solving, Adaptability, Event Planning, Calendaring, Nonprofits, Travel Planning, Microsoft Office, Macintosh Applications, Flexibility, Professional..., Handle Confidential..., Executive Support, Team-oriented, Positive Personality, Multitasking Skills, Human Resources, Forward Thinking, Always Punctual, Hands-on Approach, QuickBooks, Fax, Spreadsheets
Education
Universidad Metropolitana 2011 — 2013
Business Administration/Accounting
Williams-Sonoma, Inc. February 2012 - Present
AlixPartners February 2010 - September 2011
Bank of America Merrill Lynch 2006 - 2010
Thomas Weisel Partners 2000 - 2002
Skills
Mergers & Acquisitions, Finance, Investment Banking, Financial Modeling, Due Diligence, Valuation, Investor Relations, Management, Strategic Planning, Financial Analysis, Corporate Finance, Private Equity, Business Strategy, Strategy
Education
UCLA Anderson School of Management 2002 — 2006
MBA, Finance
University of California, Los Angeles - School of Law 2002 — 2006
JD, Business Law and Policy Specialization
Bank of America Merrill Lynch June 2015 - Present
BigWords August 2014 - Present
Refridge-a-Dore January 2014 - Present
VanderBIKES January 2014 - Present
EndorphMe June 2014 - August 2014
Vanderbilt University August 2013 - May 2014
Vanderbilt University August 2013 - May 2014
Eastdil Secured June 2013 - August 2013
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics (Major), Financial Economics (Minor), Junior
Danish Institute for Study Abroad 2015 — 2015
Global Economics
Oak Park High School 2008 — 2012
UCLA Anderson School of Management
Green Business
Opera Solutions July 2014 - Present
Mercer June 2013 - September 2013
The Walt Disney Company July 2011 - September 2012
Bank of America Merrill Lynch January 2011 - June 2011
UCLA Anderson School of Management October 2010 - June 2011
Skills
Data Analysis, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Economics, Research, Leadership, Management Consulting, Business Strategy, Predictive Analytics, Project Management, Statistics, Big Data Analytics
Education
UCLA 2009 — 2013
Bachelor of Arts, Anthropology & Film, Television and Digital Media
Universitat Pompeu Fabra
Bachelor's Degree, Business Administration and Management
Sony Pictures Entertainment 2006 - Present
The Broadlane Group (acquired by MedAssets) 2003 - 2006
Bank of America Merrill Lynch 2001 - 2003
Skills
Mergers & Acquisitions, Business Strategy, Media & Entertainment, Corporate Development, Company Valuation, Cross Functional Team..., Financial Modeling, Management Consulting, Product Management, Strategic Partnerships, Technology, New Media, Financial Analysis, Due Diligence, Market Analysis, Business Development
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor of Arts (B.A.), Political Economy
Bank of America Merrill Lynch October 2014 - Present
Education
Union University 2012 — 2014
Master of Business Administration (MBA)
New York Institute of Photography 2005 — 2006
Certificate
University of Central Florida - College of Business Administration 1987 — 1990
BSBA
Bank of America Merrill Lynch July 2014 - Present
EDP Renováveis June 2013 - August 2013
Coronal Management LLC March 2013 - June 2013
Servicios Comarca Pamplona S.A April 2010 - August 2012
Acciona January 2007 - April 2010
Skills
Financial Modeling, Project Management, Project Finance, Due Diligence, Negotiation, Investment Banking, Valuation, Private Equity
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Universidad de Cantabria 2001 — 2006
Ingeniero de Caminos, Canales y Puertos
Université de Liège 2004 — 2005
Office of Residential Life August 2013 - Present
Union Engineering Ambassadors September 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Information Technology Services Office August 2012 - June 2015
Investment Fund Union College September 2014 - May 2015
Braathe Enterprises January 2015 - March 2015
University of Notre Dame June 2014 - August 2014
Union College June 2013 - August 2013
Skills
Stock Market, Business Technology, Project Management, Research, Cost Benefit, Matlab, PowerPoint, Microsoft Project, Financial Analysis, Leadership, Statistics, Labview, Java, C++, Python, SPICE, Financial Forecasting, Microsoft Excel, Visual Basic, SharePoint, Strategic Consulting, ITIL
Education
Union College 2012 — 2016
Bachelor of Science (BS), Double Major: Electrical Engineering and Managerial Economics, Senior
Lahore College of Arts and Sciences 2010 — 2012
GCE Cambridge A'Levels, Pre-Engineering; Economics, 10-12
Cadet College HasanAbdal 2007 — 2010
GCE Cambridge O'Levels, Pre-Engineering
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch June 2014 - April 2015
Bank of America Merrill Lynch May 2012 - June 2014
Bank of America Merrill Lynch January 2010 - October 2010
Bank of America February 2008 - January 2010
Bank of America February 2006 - January 2008
Skills
Financial Services, Financial Analysis, Commercial Lending, Microsoft Excel, Sales Management, Retail Banking, PowerPoint, Cash Management, Microsoft Word, Portfolio Management, Management, Credit, Banking, Finance, Branch Banking, Treasury Services, Employee Benefits, Process Improvement, Leadership, Customer Satisfaction, Call Centers, Small Business Lending, Cross Selling, Treasury Management, Deposits, Consumer Lending, New Business Development, Lines Of Credit, Credit Cards, Branch Management, Refinance, Financial Risk, Business Development, Team Building, SBA, Outlook, Banking Relationships, Teamwork, Strategic Planning, Merchant Services, Business Strategy, Performance Management, Customer Retention, Commercial Mortgages, Credit Risk
Education
University of Puerto Rico 2001 — 2005
Bachelor's degree, Public Relations, Advertising, and Applied Communication
PEREZ GARDINI, LLC - Attorneys March 2009 - Present
Bank of America Merrill Lynch January 2011 - February 2012
PEREZ GARDINI LLC - Attorneys March 2009 - December 2010
catholic charities 2007 - 2008
catholic charities 2007 - 2008
catholic charities 2007 - 2008
catholic charities 2007 - 2008
Skills
Litigation, International Law, Negotiation, Strategic Planning, Spanish, Immigration Law, Personal Injury, Workers Compensation, Employment Law, Real Estate, Brazilian Portuguese, Portuguese, Naturalization, Legal Writing, Legal Research, Legal Advice, Intellectual Property, Hearings, Family Law, Criminal Law, Criminal Defense, Courts, Corporate Law, Consumer Law, Commercial Litigation, Civil Litigation, Bankruptcy, Arbitration, Administrative Law
Education
University of Kansas School of Law 2004 — 2006
JD, Law
2001 — 2003
Master's Degree, International Trade Law and Economics
Hague academy 2002 — 2002
International Law, Law
Universidade Presbiteriana Mackenzie 1995 — 1999
JD, LAW
Universidade Presbiteriana Mackenzie 1995 — 1999
JD, Law
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2012 - February 2015
Titan Advisors 2007 - 2009
Skills
Investments, Microsoft Excel, Asset Management, Marketing, Hedge Funds, Data Analysis
Education
University of Maryland College Park 2008 — 2012
Finance
Universitat Autònoma de Barcelona 2011 — 2011
Study Abroad, International Finance, Business in Emerging Markets
Landry Investment Management December 2010 - Present
Bank of America Merrill Lynch August 2010 - November 2010
GE Capital May 2008 - August 2008
Skills
Modélisation financière, Analyse financière, Finance d'entreprise, Bloomberg, Investissements, Gestion de portefeuille, Finance, Évaluations, Gestion des risques, Banque
Education
2009 — 2010
Maîtrise, Finance
2006 — 2008
BAA, Finance
Crosslink Capital July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Goldman Sachs June 2010 - August 2010
Lehman Brothers February 2010 - June 2010
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Equity Research, DCF, Corporate Finance, Finance, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.Sc., Finance, International Business, Creative Writing
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Exchange Student, Finance & International Business
Bank of America Merrill Lynch June 2012 - August 2012
Gerdau December 2007 - June 2011
Skills
Valuation, Corporate Finance, PowerPoint, Financial Analysis, Capital Markets, Financial Modeling, Data Analysis, Business Strategy, Microsoft Office, Spanish, Microsoft Excel, English, Risk Management, Management Consulting, Business Planning
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship
Universidade Federal do Rio Grande do Sul / UFRGS 2001 — 2007
Bachelor, Economics
Pontificia Universidade Catolica do Rio Grande do Sul - PUCRS 2001 — 2004
Law
Bank of America Merrill Lynch July 2011 - June 2013
US Air Force Academy June 2006 - May 2008
Education
University of California, Los Angeles 2008 — 2011
Bachelor of Science (BS), Mathematics / Economics
United States Air Force Academy 2006 — 2008
Merrill Lynch June 2013 - Present
OneWest Bank September 2010 - June 2013
Bank of America Merrill Lynch December 2005 - September 2010
Bank of America December 2005 - August 2009
Bank of America June 2004 - December 2005
Skills
Mortgage Lending, Private Banking, Commercial Real Estate, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Securities Lending, Real Estate Lending, C&I Lending, Banking, Loans, Cash Management, Relationship Management, Wealth Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, San Diego
B.S. (Cum Laude), Management Science, Economics
Bank of America Merrill Lynch July 2010 - Present
Bank of America N.A. July 2010 - January 2013
Deutsche Bank April 2003 - July 2010
Skills
Commercial Lending, Commercial Real Estate, Underwriting, Portfolio Management, Asset Managment, Credit Risk, Sales Performance, Investment Banking, Corporate Finance, Business Process..., Middle Market, Relationship Management, Commercial Banking, Mortgage Banking, Credit Analysis, Credit Derivatives, Structured Finance, Loan Origination, Syndications, Collateral Management, Real Estate Transactions, Corporate Real Estate, Real Estate Financing, Mortgage Underwriting, Secured Financing, Letters of Credit, Lines Of Credit, Real Estate Private..., Valuation, Real Estate Economics, Banking, Real Estate, CMBS, Asset Management
Education
University of Notre Dame - Mendoza College of Business
Executive Education Program, Negotiation
Tulane University - A.B. Freeman School of Business
Masters, Business Management
University of Phoenix
Bachelors, Business Administration
Uber August 2015 - Present
Bank of America Merrill Lynch June 2014 - July 2015
Bank of America June 2013 - June 2014
Enterprise Rent-A-Car November 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
Pearson June 2010 - September 2010
Union College September 2008 - June 2010
Skills
Analysis, Research, PowerPoint, Data Analysis, Editing, Microsoft Excel, Microsoft Office, Event Planning, Photoshop, Green Technology, Green Building, Environmental Science, Technology, Data Management, Sales, Cross-functional Team..., Leadership, Teamwork, Process Improvement, Project Management
Education
Union College 2008 — 2012
BS, Envrionmental Science: Engineering & Technology
Boston Latin Academy 2002 — 2008
Union College
Bachelor's degree, Environmental Science
Bank of America Merrill Lynch May 2015 - Present
SME Inc. May 2014 - August 2014
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Marketing Communications, Public Speaking, Research, Social Networking, Social Media Marketing, Market Research, Advertising, Facebook, Time Management
Education
Villanova University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, International Business, Junior
Università degli Studi di Roma Tre 2014 — 2014
International Business
Cedar Grove High School 2008 — 2012
High School Diploma
Bank of America Merrill Lynch June 2014 - Present
Ernst & Young September 2013 - May 2014
United States Marine Corps May 2003 - September 2013
Skills
Military, Security Clearance, Military Logistics, Organizational..., Homeland Security, Military Experience, Operational Planning, Afghanistan, Military Operations, Counterterrorism, Counterinsurgency, Command, National Security, Top Secret, Leadership, DoD, Physical Security, Combat, Intelligence Analysis, Exercises, Defense, Weapons, Tactics, Military Training, Information Assurance, Firearms, Force Protection, Navy, Intelligence, Marine Corps, Reconnaissance
Education
United States Naval Academy 1999 — 2003
Economics
DaVita Kidney Care August 2015 - Present
DaVita April 2014 - August 2015
Mischler Financial Group December 2012 - April 2014
Bank of America Merrill Lynch June 2000 - March 2012
US Army June 1995 - June 2000
Skills
Leadership, Equity Trading, Equity Valuation, Trading Systems, Electronic Trading, Stock Trading, International Trade, Trading Strategies, Relationship Management, Long-term Customer..., Trusting Relationships, Business Relationship..., Client Development, Client Liaison, Helping Clients Succeed, Corporate Recruiting, Global Operations, Leadership Development, Client Representation, Global Sourcing, International Sales, Team Building, Sales Operations, Strategic Planning, Client Access, Strategic Partnerships, Strategic Leadership, Team Leadership, Team-oriented, Cross Selling, Foreign Currency, Foreign Exchange, Pension Funds, Mutual Funds, Hedge Funds, Business Networking, Foreign Currency..., Order Management, Sales Commission, Market Share, Building Customer..., Military Experience, Military Operations, Military Training, Peacekeeping, Mission Critical, Airborne School, Air Assault, Competitive, Timely Decision Making
Education
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (B.S.), Engineering
Manasquan High School
Merrill Edge December 2014 - Present
Bank of America Merrill Lynch June 2008 - November 2014
Wachovia Securities Financial Network September 2006 - May 2008
Assembléia Legislativa de Goiás 2003 - 2005
Organização Jaime Câmara 2001 - 2003
Jornal Diário da Manhã 1998 - 2001
Skills
Relationship Management, Private Banking, Marketing, Equities, Series 7, Alternative Investments, Bloomberg, Hedge Funds, Microsoft Office, Uniform Combined State...
Education
Universidade Federal de Goiás 1996 — 2001
Bachelor's degree, Journalism
Bank of America Merrill Lynch June 2011 - Present
Military Sealift Command July 2009 - June 2011
Amphibious Squadron September 2007 - June 2009
USS VANDEGRIFT June 2005 - September 2007
Skills
Leadership, Strategy, Training, Management, Project Planning, Government, Navy, Time Management, Financial Analysis, Asset Management, Financial Modeling, Risk Management, Investments, Valuation, Equities
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Masters, Business Administration, Finance
United States Naval Academy 2001 — 2005
B.S., Economics
Norfolk Academy High School 1999 — 2001
High School
Bank of America Merrill Lynch June 2015 - Present
RovAir January 2015 - March 2015
Vanderbilt University August 2014 - December 2014
Vanderbilt University July 2013 - December 2014
Uloop July 2014 - September 2014
Merrill Lynch May 2014 - July 2014
fashionABLE April 2013 - June 2014
Skills
Economics, Public Speaking, Leadership, Entrepreneurship, Online Marketing, Programming, Social Media, SEO, Computer Science, SQL, Swift, JavaScript, iOS Development, Cryptography, Computer Security
Education
Universidad Carlos III de Madrid 2015 — 2015
Computer and Information Systems Security/Information Assurance
Vanderbilt University 2012 — 2016
Bachelor of Science (B.S.), Computer Science, Junior
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
The Potomac School 1997 — 2012
Bank of America Merrill Lynch June 2014 - August 2014
Braskem September 2011 - May 2013
Brasil Foods S/A September 2008 - September 2011
Fibria February 2006 - September 2008
Skills
Investor Relations, Informações para o..., Banco de investimento, Finance, Investment Banking, Investments, Mercados emergentes, Fundos de capital..., Patrimônio líquido, Finanças, Investimentos, Gestão de carteiras, Due diligence, Mercados financeiros, Financial Markets, Estratégia, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Universidade de São Paulo / USP 2002 — 2005
Bachelor's degree, Accounting
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Wells Fargo June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
Representative Sue Myrick June 2010 - July 2010
Skills
Public Speaking, Microsoft Office, Leadership, SharePoint, Teamwork, Problem Solving, Research, Data Analysis, DCF, LBO, Bond Valuation, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Public Relations, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (BS), Business Administration
Universitat Ramon Llull
Economics
Ardrey Kell High School 2007 — 2011
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Altium Capital July 2007 - June 2011
Ernst & Young April 2006 - June 2007
Ernst & Young January 2004 - March 2006
Skills
Corporate Finance, Due Diligence, Private Equity, Investment Banking, Financial Advisory, Valuation, Financial Modeling, M&A experience, Financial Analysis, LBO, Acquisitions
Education
Darden Graduate School of Business Administration 2011 — 2013
MBA
Université Paris Dauphine 2001 — 2002
Bachelor's Degree in Business Administration, Maîtrise en Sciences de Gestion
Universidad Autónoma de Madrid 1998 — 2002
Bachelors Degree, Business Administration
Bank of America Merrill Lynch May 2014 - Present
US Army January 2012 - October 2013
US Army March 2009 - May 2011
US Army November 2007 - March 2009
US Army December 2006 - November 2007
Skills
Army, Military Operations, Military Logistics, Afghanistan, Top Secret, Intelligence, Security Clearance, Operational Planning, Weapons, Military Experience, Interagency Coordination, Helicopters, Counterinsurgency, National Security, Tactics, DoD, Defense, Combat, Military, Military Training, Counterterrorism, Command, Special Operations, Intelligence Analysis, Force Protection, Piloting, Helicopter Operations, Organizational...
Education
United States Military Academy at West Point 2001 — 2005
Bachelor of Science (BS), Law
Xavier High School 1996 — 2000
Athyrium Capital Management August 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2013
Yale University January 2012 - May 2012
Maya: Consulting, Marketing, and Advertising September 2009 - December 2010
Praxis Infor-Med June 2010 - August 2010
University of Pennsylvania July 2006 - August 2006
Education
Yale University 2008 — 2012
B.S., Physics with Distinction, Cum Laude
Universitat de Barcelona 2011 — 2011
Semester Abroad, Physics, Developmental Economics
Agricultural Bank of China August 2013 - Present
Liquidnet August 2011 - August 2013
Bank of America Merrill Lynch 2010 - 2011
Skills
Bloomberg, Equities, Capital Markets, Investment Banking, Financial Markets, Series 7, Securities, Series 63, Series 79, Relationship Management, Sales, Fixed Income, Derivatives, Corporate Finance, Trading, FX Options
Education
University of California, Berkeley 2006 — 2010
BA, Economics
Université de Fribourg/Universität Freiburg 2007 — 2007
Study Abroad, International Organizations
Monta Vista High School 2002 — 2006
High School Diploma
Series 7, 79, 63 licensed
Bank of America Merrill Lynch 2003 - Present
Citi 1989 - 2003
Skills
Payments, Treasury Management, Banking, Cash Management, Financial Services, Liquidity Management, Accounts Receivable, SWIFT payments, SWIFT messaging, SWIFTNet, Risk Management, Product Launch, Product Development, Latin American Business, Financial Risk, Credit Risk, Internet Banking, Credit Cards, Credit, Commercial Banking, Trade Finance, Operational Risk, Relationship Management
Education
Wake Forest University 1982 — 1986
BA, Economics
Tulane University 1986 — 1988
MA, International Relations
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo Bank February 2009 - August 2011
Marcus & Millichap Real Estate Investment Services June 2005 - February 2009
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, IPO, Mergers, High Yield Bonds, Market Research, Project Management, Cross-functional Team..., Corporate Finance, Commercial Finance, Finance, Commercial Real Estate, Commercial Real Estate..., Career Development..., Sales, Credit, Equity Valuation, Competitive Analysis, Hedge Funds, Mergers & Acquisitions, Loans, Investments, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
University of California, Irvine 2001 — 2005
BA, Economics
Prime Clerk April 2014 - Present
Colford Capital LLC December 2011 - January 2013
Bank of America Merrill Lynch June 2010 - August 2010
D.B. Zwirn & Co. March 2008 - June 2009
D.B. Zwirn & Co. June 2005 - March 2008
D.B. Zwirn & Co. January 2004 - June 2005
CIT Group, Inc. September 2002 - January 2004
Skills
Private Equity, Hedge Funds, Portfolio Management, Venture Capital, Mergers & Acquisitions, Finance, Asset Managment, Financial Modeling, Structured Finance, Asset Management, Commercial Banking, Structured Products, Financial Analysis, Alternative Investments, Business Strategy, Loans, Strategy, Corporate Development, Securities, Credit, Direct Lending, LBO, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
Union College 1998 — 2002
BA, Hisotry (Major), Political Science (Minor)
Bank of America Merrill Lynch February 2006 - Present
Hispanic Business Initiative Fund of Florida, Inc. February 2013 - Present
Hispanic Business Initiative Fund of Florida, Inc. April 2011 - March 2015
Mercantile Commercial Capital, LLC January 2003 - January 2006
University of Central Florida June 2002 - May 2004
Bristol-Myers Squibb June 2000 - September 2001
Skills
Strategic Thinking, CRM, Credit Risk, Program Management, Operations Management, Relationship Management, Commercial Banking, Commercial Lending, Small Business Lending, Risk Management, New Business Development, Cross Selling, Treasury Management, Lines Of Credit, Finance, Strategic Planning, Portfolio Management
Education
Leadership Florida 2013 — 2014
Connect Florida - Class IV
FINRA
Certification, Series 7 & 63
Leadership Orlando Class 67 2006 — 2006
University of Central Florida - College of Business Administration 2003 — 2005
MBA, Finance & Marketing
NADCO 2004 — 2004
Certification, 504 Credit Analysis
Universidad Metropolitana (VE) 1996 — 2001
BS, Business Administration
Colegio Eugenia Ravasco
Bank of America Merrill Lynch May 2014 - September 2015
Bank of America June 2012 - April 2014
New Ventures México August 2011 - December 2011
The Walt Disney Company May 2011 - August 2011
The Coca-Cola Company August 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Credit Risk, Financial Projection, Presentations, Corporate Finance, Teaching, Adaptability, Oral & Written..., Microsoft Office, Enthusiasm to learn, Finance, Valuation, Investment Banking
Education
Universidad Iberoamericana, Ciudad de México 2008 — 2012
Bachelor's degree, Finance, General
Bank of America Merrill Lynch May 2014 - Present
Chiquita July 2013 - April 2014
Fastenal August 2011 - May 2013
Xylem Inc. April 2012 - June 2012
Skills
Securities operations, Sales, CRM, Sales Operations, Customer Service, International Business, Market Research, Marketing Strategy, Spanish-speaking, Cultural Awareness, Time Management, Spanish
Education
University of North Carolina at Wilmington 2009 — 2013
B.S. Business Administration, International, Business, Spanish, 3.71
Universidad de Belgrano 2012 — 2012
Programs in Latin American Studies
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch June 2013 - August 2013
US Navy May 2002 - February 2013
Skills
Navy, Operational Planning, Military, Military Operations, Security Clearance, Military Aviation, Helicopter Operations, Aviation, Helicopters, Military Experience, Quality Assurance, Instructor Pilot, Supply Management, Personnel Management, Leadership
Education
University of San Diego 2008 — 2011
Master of Business Administration (MBA), Finance, General
US Naval Academy 1998 — 2002
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
UBS Investment Bank July 2013 - Present
Morgan Stanley June 2011 - April 2013
Bank of America Merrill Lynch July 2010 - August 2010
Bank of America Merrill Lynch August 2009 - December 2009
Skills
Social Networking, Relationship Building, Social Skills, Interpersonal..., People Skills, People-oriented, Relationship Development, Mentoring, Investment Banking, Microsoft Excel, Financial Modeling, Capital IQ, Microsoft Office, Bloomberg Terminal, Valuation, SNL, Spanish, DCF Valuation, Property & Casualty..., M&A experience, Credit Risk, Credit Analysis, Syndications, Underwriting, Secured Financing, Private Funding, Principal Investing, Loans, Covenant Compliance, Collateral Management, Due Diligence, Drafting Agreements, Series 7, Series 63, Series 79, Business Networking, Advising People
Education
University of California, Irvine 2006 — 2011
Bachelors of Arts, Economics and Accounting, 3.9 Overall GPA
UCLA Anderson School of Management
N/A, Accounting, 4.0
Zone Analytics January 2013 - Present
Various 2008 - 2012
Bank of America Merrill Lynch 2007 - 2008
Concord Investment Counsel 2004 - 2007
Metropolitan West Asset Management 2001 - 2004
Trust Company of the West 1996 - 1999
Foresight Capital Management 1991 - 1996
Security Pacific Bank 1985 - 1991
Skills
Forecasting Models, Fixed Income, Portfolio Management, FX, Asset Allocation, Swaps, Structured Products, Emerging Markets, CDO, Investments, ABS, MBS, Hedging, Trading, CMBS, Derivatives, Financial Modeling, Options, Securitization, Credit Risk, Intex Desktop, Bonds, Financial Analysis, Investment Management, Performance Measurement, Total Return Swaps, Interest Rate Risk..., Credit Derivatives, Sovereign Debt, Leadership, Financial Product..., Arbitrage, Financial Services, Valuation, Investment Banking, Investment Strategies, FX Options
Education
United States Military Academy at West Point
BS, General Engineering
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Accounting
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch January 2014 - January 2015
Bank of America Merrill Lynch June 2011 - January 2014
Deloitte Financial Advisory Services LLP September 2010 - June 2011
AC Capitales SAFI June 2009 - August 2009
APOYO Consultoría August 2004 - August 2008
Universidad Peruana de Ciencias Aplicadas March 2008 - July 2008
Skills
Investment Banking, Business Valuation, Asset Managment, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Economics, Econometrics, Macroeconomics, Emerging Markets, Capital Markets, DCF, Quantitative Analytics, Business Strategy, Equities, Stata, Bloomberg, Mergers, Soccer, Asset Management, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2010
MBA, Finance and Corporate Accounting
Universidad del Pacífico 1999 — 2004
BA, Economics
NYU Stern School of Business July 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
CMA Montajes y Soldaduras August 2012 - July 2014
Coolbackers January 2011 - January 2013
Frescosfam clothing co. September 2007 - July 2010
Skills
Valuation, Leadership, Teamwork, Finance, Accounting, Business strategy, Business planning, Microsoft Office, Problem solving, Public speaking, Negotiation, Entrepreneurial, Financial modeling, Investment Banking, Due diligence, Management, Mergers & Acquisitions, Start-ups, Corporate Finance, Financial Analysis, Trabajo en equipo, Estrategia empresarial, Financial Modeling, Diligencia debida, Banca de inversión, Due Diligence, Business Strategy, Entrepreneurship, Elaboración de modelos...
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Universidad Europea de Madrid 2007 — 2012
Ingeniero de Caminos, Canales y Puertos, Obras Hidráulicas
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - August 2014
Zeta Tau Alpha January 2013 - December 2013
Gettysburg Foundation May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, Leadership, Customer Service, Teamwork, Team Leadership, Critical Thinking, Case Studies, Case Analysis
Education
University of South Carolina-Columbia 2012 — 2015
Bachelor’s Degree, Finance and International Business, Graduated Summa Cum Laude
Universidad de Navarra
Bank of America Merrill Lynch May 2015 - Present
Bank of America, N.A. July 2010 - Present
Education
University of Nevada-Reno 2005 — 2009
B.S.
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2008 — 2008
Study Abroad
University of Chicago Booth School of Business August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
DGF Investimentos December 2009 - August 2014
FCStone January 2009 - December 2009
Centro de Estudos de Conjuntura e Política Econômica - CECON UNICAMP July 2005 - December 2008
Skills
Corporate Finance, Capital Markets, Financial Analysis, Valuation, Private Equity, Investments, Venture Capital, Economics, Commodity, Investment Banking, Project Finance, Mergers & Acquisitions, M&A experience, Emerging Markets, Financial Markets
Education
Université Lumière (Lyon II) 2007 — 2008
Bachelor's degree, Economics
Universidade Estadual de Campinas 2004 — 2008
bachelor, economics
State Street June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
PwC July 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Teamwork, Project Planning, Project Management, Business Analysis, Process Improvement, Fixed Income, Financial Modeling, Matlab, PowerPoint, Portfolio Management, Valuation, Fluid Mechanics, Microsoft Word, English, Finite Element Analysis, Strategic Planning, Forecasting, Bloomberg Terminal, Finance, 3D Printing, Rapid Prototyping, CAD/CAM Software, Investments, Risk Management, Economics, Credit Analysis, Bloomberg, Solid Mechanics, Microsoft Excel, Microsoft Office, Analysis, Research
Education
Union College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Bank of America Merrill Lynch June 2015 - August 2015
Italian Navy October 2013 - July 2014
Italian Navy June 2012 - July 2014
Italian Navy June 2010 - June 2012
Italian Navy March 2008 - June 2010
NATO January 2010 - May 2010
United Nations June 2009 - September 2009
United Nations June 2008 - September 2008
Italian Navy September 2002 - March 2008
Skills
Problem Solving, Teamwork, Team Leadership, Leadership, Military Experience, Public Relations, Data Analysis, Geopolitics, Strategic Studies, Business Analysis, Team Management, Public Speaking, Time Management, Foreign Affairs, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Double major in Finance and Strategic Management
Università di Pisa 2005 — 2007
Master of Science (M.Sc.), 110 cum laude
Università di Pisa 2002 — 2005
Bachelor of Science (B.Sc.), 110/110, cum laude
Cisco August 2015 - Present
UBS Investment Bank June 2015 - August 2015
AIESEC (UCL-SOAS) January 2014 - June 2015
Κατασκήνωση Σκούρας - Skouras Camp June 2014 - August 2014
Bank of America Merrill Lynch April 2014 - April 2014
S. K. H. Lui Ming Choi Secondary School September 2011 - June 2012
McDonald's Corporation September 2011 - December 2011
Skills
Teamwork, Microsoft Office, Research, Matlab, Java, Social Media, Public Speaking, Electronics, Microsoft Excel, C, Robotics, Turbo Pascal, Delphi, Arduino, Marketing, Network Computing, SystemVerilog, NI Multisim, Talent Management, Microsoft Word, PowerPoint, Leadership, Analysis, Management, Assembly Language, UML, MySQL, VBA, Risk Management, IT Risk Management, Information Security, R&D, HTML5, CSS, JavaScript, Python, Internet of Things
Education
University College London, U. of London 2013 — 2017
Bachelor of Engineering (BEng), Electronic and Electrical Engineering with Industrial Placement, First Year Grade: First Class Honours; Second Year Grade: First Class Honours
S. K. H. Lui Ming Choi Secondary School (Hong Kong) 2006 — 2013
Bank of America Merrill Lynch October 2014 - Present
Liberty Mutual Insurance March 2012 - September 2014
Citibank July 2008 - January 2012
Spring Wireless October 2007 - June 2008
Credigy 2003 - 2007
Top Solutions April 2002 - April 2003
Diebold April 2001 - April 2002
Skills
Microsoft SQL Server, ASP.NET, C#, Web Services, .NET, AJAX, XML, SOA, ASP, Analysis Services, Architectures, SQL, IIS, WPF, Visual Basic, UML, SharePoint, T-SQL, Business Intelligence, Databases, Design Patterns, MySQL, WCF, MVVM, ASP.NET MVC, ASP.NET AJAX, jQuery, Windows, MVC Architecture, Web Development, WPF Development, SQL Server, PRISM, AJAX Toolkit, Oracle SQL, LINQ, XSLT, Lambda Expressions, Visual Studio, TFS, Entity Framework, MS Reporting Services, Message Queue, MS Integration Services, Oracle, Oracle Service Bus, Weblogic, Microsoft Visual Studio, Architecture, Microsoft .NET
Education
UNIP - Universidade Paulista 2011 — 2013
Technical Diploma of IT Project Manager, Information Technology Project Management
USCS 2002 — 2003
Bachelor's degree, Computer Science
KA Solution 2009 — 2009
MCSE - Win Server 2003, Microsoft Oficial Curriculum (MOC)
KA Solution 2009 — 2009
MCDBA: Microsoft Certified Database Administrator (SQL Server 2000), Microsoft Oficial Curriculum (MOC)
KA Solution 2008 — 2008
MCITP: Database Administrator (SQL Server 2005), Microsoft Oficial Curriculum (MOC)
Accessible Capital Partners September 2014 - Present
Charles Dunn Company April 2014 - September 2014
Bank of America Merrill Lynch June 2013 - August 2013
EP Wealth Advisors April 2007 - May 2013
Callan Associates May 2003 - April 2007
Skills
Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Real Estate Investor, Real Estate Financing, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate, Real Estate, Fixed Income, Investments, Alternative Investments, Equity Valuation, Financial Analysis, Chartered Financial..., Highly personable, Asset Managment, Capital Markets, Triathlon, Asset Management, Valuation, Investment Strategies, Portfolio Management, Investment Banking, Asset Allocation, Investment Management, Hedge Funds, Bloomberg, Investment Properties, Financial Modeling, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2014
MBA
University of California, Berkeley 1997 — 2002
B.A.
Loyola High School 1993 — 1997
KPMG October 2014 - Present
Centerre Healthcare Corporation July 2013 - September 2014
Bank of America Merrill Lynch June 2007 - July 2013
LifePoint Health May 2006 - June 2007
Nissan North America, Inc. January 2007 - May 2007
CIGNA (formerly Healthspring, Inc.) January 2007 - April 2007
Liberty Mutual Insurance December 2002 - August 2005
Athens-Clarke County Government May 2002 - August 2002
Skills
Mergers, Negotiation, Investment Banking, Commercial Banking, Biotechnology, Medical Devices, Pharmaceutical Industry, Healthcare Information..., Healthcare, Hospitals, Dialysis, Acute Care, Strategic Planning, Behavioral Health, Workers Compensation, Pharmacy Benefit..., Outpatient Surgery, Specialty Pharmaceutical, Medical Technology, Valuation, Financial Modeling, Credit Analysis, Healthcare Consulting, Healthcare Reimbursement, Healthcare Analytics, Due Diligence, Financial Accounting, Corporate Finance, Financial Statement..., US GAAP, Capital Markets, Private Equity, Capital Budgeting, Debt & Equity Financing, Leveraged Finance, Capital Structure, Medicare, Medicaid, Corporate Development, Business Development, Sales Presentations, Credit, Mergers & Acquisitions, Insurance, Post-Acute Healthcare, Freestanding Inpatient..., Business Planning, Loans, Acquisitions, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Finance, Accounting, Health Care
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance & International Business
Milton High School
Universidad de Salamanca
Economics, Spanish
Wells Fargo Securities June 2015 - August 2015
W Partners April 2014 - December 2014
Pontus Capital November 2013 - March 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Equities, Financial Analysis, Financial Advisory, Financial Modeling, Capital IQ, DCF Valuation
Education
University of San Diego 2012 — 2016
Università Commerciale 'Luigi Bocconi' 2015 — 2015
Olympia High School 2009 — 2012
Kubasaki High School 2008 — 2008
Bank of America Merrill Lynch May 2015 - Present
The Madison Square Garden Company January 2013 - May 2015
La Prairie Group May 2012 - January 2013
The Walt Disney Company May 2008 - May 2012
ESPN 2008 - 2012
Skills
Spanish, People Skills, Facilities Operations, Customer Service, Office Equipment, Inventory Control, Organization &..., Microsoft Office, Leadership, SAP, Team Building, Strategic Planning, Data Analysis, Time Management, Project Management, Budgets, Contract Negotiation, Event Management, Payroll, Account Management, Database Administration
Education
Universidad del Turabo 2005 — 2008
Benjamin N. Cardozo High School 2000 — 2004
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
UBS October 2009 - July 2011
UBS July 2007 - October 2009
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Securities
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
The Pennsylvania State University - Smeal College of Business 2003 — 2007
Bachelor's of Science, Finance
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch March 2015 - May 2015
US Army March 2013 - March 2015
US Army June 2012 - September 2013
US Army April 2010 - September 2011
US Army April 2009 - April 2010
Skills
Leadership, Army, DoD, Operational Planning, Military Operations, Security Clearance, Military, National Security, Team Building, Military Experience, Command, Intelligence Analysis, Combat, Reconnaissance, Counterinsurgency, Afghanistan, Force Protection
Education
United States Military Academy at West Point 2003 — 2007
BS, Engineering Management
Army Aviation Flight School 2007 — 2009
Commercial Instrument Helicopter Rating
Aviation Captains Career Course 2011 — 2012
Bank of America Merrill Lynch August 2015 - Present
Winthrop-University Hospital August 2014 - August 2015
Union College January 2014 - March 2014
Union College September 2013 - March 2014
Winthrop-University Hospital June 2013 - August 2013
Village of Mineola Department of Recreation June 2008 - August 2011
Skills
Microsoft Office, Customer Service, Auditing, Accounting, PowerPoint, Teamwork, Research, Microsoft Word, Photoshop, Microsoft Excel, Social Media, Public Speaking, Management, Stata 13, EViews, Data Analysis
Education
Union College 2010 — 2014
Bachelor of Arts (BA), Economics, Magna Cum Laude
College Year in Athens 2012 — 2012
Mineola High School 2006 — 2010
Advanced Regents Degree
PIMCO August 2010 - Present
PIMCO January 2013 - December 2014
PIMCO January 2012 - December 2012
PIMCO August 2010 - December 2011
Bank of America Merrill Lynch April 2008 - August 2010
Enterprise Investment Advisors December 2007 - April 2008
Enterprise Bank (Enterprise Bancorp) July 2006 - December 2007
Skills
Fixed Income, Fixed Income Strategies, Fixed Income Portfolio..., Equity Capital Markets, Consultant Relations, Relationship Management, Portfolio Management, Portfolio Performance..., Macroeconomics, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Alternative Investments, Securities, Asset Management, Asset Allocation, New Business Development, Equities, Bloomberg, Hedge Funds, Finance, Capital Markets
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2002 — 2006
Bachelor of Arts, Economics
Bank of America Merrill Lynch June 2011 - Present
Bank of America 2009 - May 2011
Signature Consultants November 2009 - April 2011
SixTech November 2003 - October 2009
Alves & Dias 2003 - 2005
ACS Bially 1997 - 2003
equitel 1995 - 1996
Siemens 1995 - 1996
Skills
Requirements Gathering, System Architecture, Quality Assurance, Systems Analysis, Business Analysis, SQL Server, Integration, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Software Project..., Business Process, Enterprise Architecture, SDLC
Education
Universidade Federal do Paraná 1992 — 1996
Electrical Engineer
Colégio Nossa Senhora de Medianeira - Curitiba 1991 — 1991
Colégio Dom Bosco 1989 — 1990
Escola Anjo da Guarda 1983 — 1988
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2014 - Present
A Bar A Ranch June 2012 - August 2012
Camp Rockmont for Boys June 2011 - August 2011
Skills
Leadership, Teaching, Marketing, Spanish, Public Speaking, Team Leadership, Social Networking, Fundraising, Presentations, Community Outreach
Education
Wake Forest University 2011 — 2015
BS, Business and Enterprise Management
The McCallie School 2007 — 2011
Universidad de Salamanca
International Business and Spanish
Bank of America Merrill Lynch July 2013 - Present
UCLA Anderson School of Management August 2011 - June 2013
Bank of America - Investment Banking June 2012 - August 2012
Columbia University Medical Center August 2009 - July 2011
Huron Consulting Group November 2008 - June 2009
Fidelity Investments June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Finance, Corporate Finance, Analysis, Due Diligence, Management, Investment Banking, Strategy, Bloomberg, Investments, Data Analysis, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Private Equity, Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA
Villanova University 2004 — 2008
Bachelor of Science, Business Administration; Finance; International Business
AmeriCorps August 2015 - Present
Bank of America Merrill Lynch March 2015 - May 2015
Jewish Alliance of Greater Rhode Island September 2013 - September 2014
The Wheeler School August 2012 - June 2013
The Boston Consulting Group December 2011 - May 2012
Washington University in St. Louis December 2008 - May 2011
Capital One June 2010 - August 2010
Jewish Federation of Rhode Island May 2009 - August 2009
Mixed Media Promotion May 2008 - August 2008
Skills
SPSS, Strategy, Research, Marketing, Statistics, Economics, Entrepreneurship, Analysis, Competitive Analysis, Training, Market Research, Fundraising, Public Relations, Microsoft Excel, Data Analysis, Teaching
Education
Washington University in St. Louis 2007 — 2011
Bachelor of Arts, Economics/Marketing
UCL 2009 — 2009
Affiliate Student, Economics
Cantor Fitzgerald December 2014 - Present
Bank of America Merrill Lynch January 2011 - October 2014
Annaly Capital Management June 2009 - December 2010
JPMorgan June 2008 - May 2009
Bear Stearns June 2007 - June 2008
Skills
Leadership, Program Management, Financial Analysis, Strategy, Strategic Planning, Portfolio Management, Structured Finance, Fixed Income, Business Strategy, Structured Products, Derivatives, Securitization, Risk Management, Capital Markets, Cross-functional Team..., Alternative Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1995 — 1999
B.S., Management / Engineering
UBS O'Connor May 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Navy SEAL Foundation November 2008 - January 2012
Bank of America November 2009 - November 2011
Merrill Lynch October 2006 - January 2009
Naval Special Warfare Command May 1996 - October 2006
Skills
Military, Security Clearance, DoD, Risk Management, Program Management, Financial Modeling, Operations Management, Operational Planning, Strategic Planning, Leadership, Team Leadership, Military Operations, Government, Valuation, Team Building, Cross-functional Team..., Project Planning, Project Management, Asset Managment, Logistics, Private Equity, Process Improvement, Policy, Financial Analysis, Due Diligence, Investment Banking, Leadership Development, Security, Alternative Investments, Change Management, Management Consulting, Risk Assessment, Equities, Start-ups, Investments, Analysis, Business Strategy, Defense, Portfolio Management, Organizational..., Mergers, Strategy, Navy, Command, Fixed Income, Hedge Funds
Education
United States Naval Academy 1992 — 1996
BS, Mathematics
The Kiski School 1991 — 1992
HS
Brother Rice 1987 — 1991
HS
Bank of America Merrill Lynch January 2011 - Present
Wachovia, A Wells Fargo Company September 2006 - January 2011
Wells Fargo Bank June 2004 - January 2011
Skills
Spanish, Notary Public, Series 7, Insurance, Real Estate License, Series 66, English, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, FINRA, Financial Analysis, Business Analysis, Financial Services, Lines Of Credit, Loans, Mergers, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Private Equity, Relationship Management, SBA 504, Sales, Series 63, Structured Finance, Uniform Combined State..., Valuation, Wealth Management, Small Business Lending, Cash Management, Commercial Mortgages, Loan Origination, Cross Selling, Underwriting
Education
University of California, Irvine 2000 — 2004
BA, Law
Universitat de Barcelona 2002 — 2002
Certificate, Spanish
Davis High School 1998 — 2000
General
PIMCO January 2011 - Present
Bank of America Merrill Lynch January 2009 - October 2010
Merrill Lynch July 2007 - January 2009
Skills
Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bloomberg, Valuation, Financial Modeling, Capital Markets, Series 7, Wealth Management, Investment Advisory, Securitization, Alternative Investments, Asset Management
Education
Tulane University 2003 — 2007
BS, Business, Psychology
Lincoln International July 2014 - May 2015
Bank of America Merrill Lynch June 2013 - August 2013
The Chartis Group June 2008 - April 2012
ESP Systems LLC May 2007 - September 2007
UBS Financial Services January 2007 - May 2007
Skills
Financial Analysis, Strategic Planning, Marketing Research, Healthcare, Hospitals, Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Valuation, Analysis, Venture Capital, Data Analysis, Investments, Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Healthcare
University of Pennsylvania 2004 — 2008
BSE, BA, Bioengineering, Economics
University College London, U. of London
BS, Economics
Université de Technologie de Compiègne
Bank of America Merrill Lynch September 2011 - Present
Bank of America Merrill Lynch May 2010 - August 2011
Bank of America Merrill Lynch September 2006 - April 2010
Bank of America, N.A. August 2004 - August 2006
Bank of America, N.A. September 2002 - August 2004
Societe Generale November 2000 - August 2002
Skills
Derivatives, Fixed Income, FX Options, Structured Products, Swaps, Options, Middle Office, Trading, Commodity, Emerging Markets, ABS, Credit, Capital Markets, Foreign Exchange, Investment Banking, Credit Derivatives, Project Management, Operation Optimization, Operation Efficiencies, Budget Monitoring, Expense Management, Regulatory Interactions, Credit Trading, French, Cost-savings, Electronic Trading, Interest Rate..., Market Risk, Credit Risk, Rates, Risk Management, Securities, Bloomberg, Financial Markets, Trading Systems, Back Office, Prime Brokerage, Portfolio Management, Financial Structuring, Hedge Funds, CDO, Bonds
Education
Université Lumière (Lyon II) 2000 — 2001
Master in Management of Capital Markets Operations, Operations Management and Supervision
ICHEC - Brussels Management School 1996 — 2000
Master in Commercial Sciences, Finance, General
Bank of America Merrill Lynch September 2015 - Present
Credit Suisse August 2010 - November 2014
Credit Suisse August 2008 - July 2010
Credit Suisse May 2007 - August 2008
Credit Suisse May 2006 - May 2007
Microsoft July 2004 - April 2006
Microsoft September 2002 - September 2003
Skills
Business Analysis, Software Project..., Agile & Waterfall..., Databases, SQL, Microsoft SQL Server, Microsoft Technologies, ASP.NET, Requirements Gathering, SDLC, Data Migration, Disaster Recovery, Performance Tuning, Outsourcing, Troubleshooting
Education
UCL 2000 — 2004
B.Sc. (Hons), Computer Science, 2:1
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - February 2014
Barclays Capital August 2010 - April 2013
Lamb Partners / Rush Street Gaming Management August 2009 - December 2009
Barclays Capital June 2009 - August 2009
Las Vegas Sands Corporation June 2008 - September 2008
Citi June 2007 - August 2007
Tropicana Casino & Resort 2004 - 2005
Skills
Excel, Microsoft Office, PowerPoint, Word, Financial Modeling, Financial Analysis, Financial Planning, Financial Reporting, Hospitality Management, Hospitality Industry, Casino Marketing, Budget Development, Budget Analysis, Mergers, Investment Banking, Corporate Law
Education
UCLA School of Law 2007 — 2010
JD, Business Law
UCLA Anderson School of Management 2006 — 2010
MBA, Finance
Wharton School, University of Pennsylvania 1999 — 2003
B.S. Economics, Business Management
Sidwell Friends School 1986 — 1999
Bank of America Merrill Lynch April 2013 - Present
Gexa Energy July 2012 - December 2012
BNP Paribas June 2007 - June 2012
MI Swaco April 2006 - May 2007
M-I SWACO 2006 - 2007
Duke Energy Gas Transmissions April 2005 - April 2006
Skills
Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Forecasting, General Ledger, Financial Accounting, Accounting, Auditing, Financial Reporting, Account Reconciliation, Internal Controls, Internal Audit, Financial Modeling, Cash Management, Financial Statements, Fixed Assets, US GAAP, Financial Audits, Accruals
Education
University of St. Thomas (TX) 2001 — 2003
MBA, Finance
Tuskegee University 1991 — 1996
BS, Accounting
SunTrust Robinson Humphrey July 2012 - Present
Bank of America Merrill Lynch July 2011 - July 2012
Barclays Capital June 2008 - July 2011
Bear Stearns August 2004 - June 2008
US Army June 1995 - August 2002
Skills
Investment Banking, Leveraged Finance, High Yield, Bonds, LBO, Mergers, Financial Modeling, Loans, Hedge Funds, Capital Markets, Valuation, Mergers & Acquisitions, Capital Structure, Fixed Income, Equities, Corporate Finance
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Mechanical Engineering
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Progressive May 2006 - August 2011
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
Walsh University 2002 — 2006
Bachelor of Arts, Finance & Accounting
Paramount Group April 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
UCLA Anderson School of Management September 2011 - June 2013
Credit Suisse June 2012 - August 2012
Jones Lang LaSalle May 2006 - August 2011
International Pacific Seafoods, Inc June 2003 - August 2005
Skills
Excel, ARGUS, Financial Modeling, Valuation, Real Estate Finance, Dispositions, Real Estate, Leases, Real Estate Economics, Disposition, Business Development, Commercial Real Estate, Real Estate Development, Investments, Investment Properties, Entrepreneurship, Finance, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science, Business Administration (Real Estate Finance)
Servite High School 1999 — 2003
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch March 2011 - October 2013
Bank of America Merrill Lynch October 2009 - March 2011
Bank of America September 2004 - October 2009
Wachovia August 2003 - September 2004
First Union March 2002 - July 2003
First Union June 2000 - March 2002
Skills
Multilingual, Financial Accounting, Capital Markets, Corporate Treasury, SQL, Financial Planning, Financial Analysis, Controller, Financial Forecasting, FASB, Stress Testing, Basel II, Structured Finance, Fixed Income Products, Financial Modeling, Corporate Finance, Emerging Markets, Operational Risk..., Capital Budgeting, Asset-backed..., Credit Risk, Basel III, Counterparty Risk, Dodd-Frank, Data Mining, Quantitative Analytics, Treasury Management
Education
University of South Carolina - The Moore School of Business 2009 — 2011
MBA, International Business
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, International Economics and Corp Finance
Universidad Metropolitana (VE) 1995 — 1995
Computer Science
U.S. Bank 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
ABN AMRO / LaSalle Bank 2006 - 2008
ABN AMRO / LaSalle Bank 2004 - 2006
ABN AMRO / LaSalle Bank 2002 - 2004
ABN AMRO / LaSalle Bank 1998 - 2002
Education
University of Illinois at Urbana-Champaign
Universitat de Barcelona
Bank of America Merrill Lynch June 2006 - Present
Skills
Prime Brokerage, Trading Systems, Trading, Series 7, Series 63, Securities, Hedge Funds, Equities, Electronic Trading, Fixed Income, Derivatives, Alternative Investments
Education
Tulane University - A.B. Freeman School of Business
Chaminade High School
Bank of America Merrill Lynch November 2009 - Present
Strategic Financial Partners January 2009 - August 2009
Edward Jones Investments August 2007 - October 2008
United States Air Force March 1982 - August 2007
Skills
Series 7, Retirement Planning, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, IRAs, Investment Strategies, Financial Advisory, Strategic Financial..., 401k, Fixed Annuities, Wealth Management..., Portfolio Management, Financial Services, Series 65, Bonds, Series 63, Equities, Securities, Financial Planners, Pensions, Small Business, Fixed Income, FINRA, High Net Worth..., Financial Goals, Investment Management, ETFs, Variable Annuities, Life Insurance, Wealth Accumulation, Retirement Plan..., Series 6, Investments, Leadership, Long-term Care, Financial Analysis, Long Term Care Insurance, Alternative Investments, Wealth, Risk Management, Series 24, Personal Finance, Asset Management, Options, Estate Planning
Education
United States Air Force Academy
BS, Mathematics
University of Oklahoma
Master's, Economics and Finance
Bank of America Merrill Lynch January 2011 - Present
Monster Worldwide 2009 - February 2011
Fidelity Investments June 2005 - November 2009
Various Fortune 1000 Companies January 2001 - June 2005
GE Corporate Research & Development 1997 - 2001
Skills
Strategy, Business Strategy, Financial Services, Product Development, Marketing Strategy, Competitive Analysis, Product Management, Wealth Management..., Innovation, mobile / online..., Customer Experience..., Analysis, Marketing, Integration, Leadership, Management, Consulting, Strategic Planning
Education
Union College 1997 — 1998
MS, Applied Statistics & Operations Research
Bank of America Merrill Lynch January 2007 - Present
Banco Bisa 1998 - 2006
Banco Bisa (second largest bank in Bolivia) 1998 - 2006
Banco Central de la Republica Argentina 1994 - 1997
Skills
Credit Risk, Capital Markets, Banking, Cash Management, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Emerging Markets, Management
Education
Universidad de Belgrano 1986 — 1991
Licenciado, Economics
Saint Andrew's
Universidad Católica Boliviana
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch July 2010 - January 2011
Surface Deployment and Distribution Command September 2006 - June 2008
USS KAUFFMAN (FFG-59) April 2006 - September 2006
USS San Jacinto (CG-56) May 2004 - April 2006
Skills
Navy, DoD, Command, Supply, Government, Program Management, Strategic Planning, Financial Analysis, Military, Military Operations, Logistics Management, Leadership, Management Consulting, Derivatives, Budgets, Operational Planning, Team Leadership, Cross-functional Team..., Series 7, Risk Management, Business Strategy, Series 63, Fixed Income, Capital Markets, Due Diligence, Prime Brokerage, Banking, Sales, Emerging Markets, Trading, Business Valuation, Portfolio Management, Team Building, Credit Analysis, Alternative Investments, Hedge Funds, Options, Bloomberg, Equity Derivatives, Electronic Trading, Equities, Investments, Valuation, Securities, Corporate Finance, Mutual Funds, Commodity, Mergers, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration (MBA), Focus on Finance and Entrepreneurship
United States Naval Academy 1996 — 2000
Bachelor of Science (B.S.), Economics
Bank of America Merrill Lynch May 2014 - Present
United States Air Force Reserves February 2007 - Present
United States Air Force July 2005 - February 2007
United States Air Force February 2002 - July 2005
Skills
Air Force, Security Clearance, Aircraft, Defense, Flights, Government Contracting, Command, DoD, Military, Military Operations, Top Secret, National Security, Military Experience, Operational Planning, Program Management, Intelligence, C4ISR, Special Operations, Electronic Warfare, Military Aviation, Command & Control, Information Assurance, Intelligence Analysis, Tactics
Education
American Military University 2006 — 2009
Masters in Homeland Security, Homeland Security
United States Air Force Academy 1996 — 2000
Bachelor of Science, Legal Studies
Wolcott High School
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch August 2011 - January 2015
uptime software January 2010 - July 2011
Encelium Technologies Inc. May 2006 - December 2009
Axxom Software AG March 2004 - February 2006
Wulk Livius Hard Und Soft E.C.S. May 2001 - March 2004
Skills
Microsoft SQL Server, C#, Programming, Web Services, PHP, Visual Studio, XML, Java, SQL, Agile Methodologies, Software Development, Project Management, Eclipse, ASP.NET, Silverlight, SDLC, Integration, OOP, C, Web Applications, WCF, Testing, Delphi, Software Engineering, Linux, Unix, Oracle, REST, Databases, C++, Requirements Analysis, Software Design
Education
2004 — 2005
MSc, Computer Science
1998 — 2003
BSc., Computer Science
Wells Fargo July 2012 - Present
Bank of America Merrill Lynch June 2009 - July 2012
Skills
Financial Risk, Risk Management, Banking, Credit, Corporate Finance, Credit Risk
Education
Wake Forest University 2005 — 2009
Economics, Spanish
Universidad de Salamanca
Morgan Stanley July 2011 - Present
Bank of America Merrill Lynch November 2009 - July 2011
Bank of America Merrill Lynch July 2008 - November 2009
The Greater Wilkes-Barre Chamber of Business and Industry June 2007 - August 2007
Skills
Process Improvement, Business Process..., Management, Equities, Six Sigma, Change Management, Project Management, Business Analysis
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Leadership and Change Management, Management of Operations and Technology, Strategy
Villanova University 2004 — 2008
BS, Economics, International Business
Universidad de Sevilla 2007 — 2007
Bank of America Merrill Lynch July 2014 - Present
Jefferies LLC August 2010 - Present
Citi April 2006 - September 2008
Education
UCLA Anderson School of Management
HSBC August 2014 - Present
HSBC April 2011 - August 2014
Bank of America Merrill Lynch September 2008 - April 2011
Banco Itaú January 2007 - September 2008
Skills
Commercial Banking, Trade Finance, Strategic Planning, Banking, Credit, Retail Banking, Financial Markets, Corporate Finance, Management, Portfolio Management, Financial Analysis, Cash Management, Capital Markets, Credit Cards, Credit Risk
Education
Universidade Presbiteriana Mackenzie 2005 — 2008
Administração com habilitação em Comércio Exterior
Bank of America Merrill Lynch July 2012 - Present
Merrill Lynch October 2007 - July 2012
Merrill Lynch October 2003 - October 2007
Skills
Analytics, Banking, Business Analysis, Business Development, Business Strategy, Competitive Analysis, Management Consulting, Sales, Strategic Financial..., Strategic Planning, Strategy, Valuation, Wealth Management, Financial Modeling
Education
Union College 1995 — 1999
BS, Managerial Economics, Spanish
Bank of America Merrill Lynch May 2010 - Present
Merrill Lynch September 2003 - April 2010
Skills
Fixed Income, Wealth Management, Structured Products, Exotic Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives, Emerging Markets, Mutual Funds, ETFs, Commodity Markets, Alternative Investments, Hedge Funds, International Sales, Product Structuring, Trading, Electronic Trading
Education
Università Commerciale 'Luigi Bocconi' 2002 — 2003
Masters, Quantitative Finance and Insurance
University of Warwick 1998 — 2002
BSc, Economics and European Studies
Institut d'Etudes Politiques de Paris 2000 — 2001
Exchange year, Political Science
University of Paris I: Panthéon-Sorbonne 2000 — 2001
Exchange year, Economics
Houlihan Lokey July 2015 - Present
Janes Capital Partners September 2011 - July 2013
Harman International March 2009 - September 2011
Bank of America Merrill Lynch July 2007 - March 2009
Skills
Valuation, Finance, Due Diligence, Investments, Financial Reporting, M&A experience
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Honors
University of Illinois at Urbana-Champaign 2002 — 2006
B.S., Finance / Supply Chain Management
The Doon School 1997 — 2002
Bank of America Merrill Lynch July 2008 - Present
Bear, Stearns & Co. Inc. 1996 - 2008
Skills
Capital Markets, Corporate Finance, Equities, Financial Modeling, Investment Banking, Investments, Private Equity, Valuation
Education
Union College 1992 — 1996
Ba, Economics
Raymond James Financial Inc. May 2014 - Present
Bank of America Merrill Lynch May 2011 - April 2014
UBS Investment Bank May 2006 - April 2011
Pfizer Consumer Healthcare August 2004 - May 2006
Education
Union College
KPMG June 2015 - August 2015
Capital Group September 2012 - July 2014
Bank of America Merrill Lynch April 2010 - September 2012
Union Bank June 2009 - April 2010
Fox Entertainment Group June 2007 - September 2008
Skills
Series 7, Financial Modeling, Research, Valuation, Financial Analysis, Fixed Income, Analysis, PowerPoint
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Economics & Bachelor of Arts, Political Science
Goldman Sachs July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
UBS Investment Bank 2010 - 2010
SecondMarket, Inc. May 2009 - August 2009
Manhattan Borough President May 2008 - August 2008
Skills
Series 7, Series 63, Securities, Alternative Investments, Hedge Funds, Bloomberg, Equities, Capital Markets, Private Equity, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investments, Asset Management, FINRA, Bloomberg Terminal, Bonds, Investment Management
Education
Vanderbilt University 2007 — 2011
Political Science, Spanish, Financial Economics
Universitat Pompeu Fabra 2009 — 2009
Spanish
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch March 2010 - October 2013
Citi August 2008 - March 2010
Central Garden and Pet 2003 - 2006
Western Asset Management 2002 - 2003
Wells Fargo Capital Finance 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Investment Banking, Investments, Private Equity, Capital Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS in Political Science, Political Science with Minor in Business Administration
Wells Fargo December 2012 - Present
Bank of America Merrill Lynch April 2004 - April 2012
Bank of America Merrill Lynch March 2001 - April 2004
Fleet Securities, Inc. July 1993 - March 2001
Skills
Fixed Income Products, Economics, Client Retention, Sales Presentations, Strategy Development, Team Leadership, Client Presentation, Liquidity Management, Series 7, Series 63, Series 24, New Business Development, Capital Markets, Asset Management, Fixed Income, Securities, Portfolio Management, Commercial Banking, Mutual Funds, Derivatives, Credit, Investment Strategies, Investments, Treasury Management, Cash Management, Asset Allocation, Banking, Financial Risk, Customer Retention, FINRA, Financial Services, Strategy, Bonds, Wealth Management, Relationship Management, Alternative Investments, Equities, Hedge Funds, Bloomberg, Credit Analysis, Investment Advisory, Public Speaking, Interpersonal..., Private Banking
Education
Tulane University
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Union County College September 2009 - 2010
Skills
SPSS, Teamwork, People Skills, French, Data Analysis, Statistics, Research, Swahili, Stata, Economics, Microsoft Office, R, Microsoft Word, Spanish, Financial Analysis, Financial Modeling, Access
Education
Mount Holyoke College 2010 — 2013
Economics, Mathematics
Union County College
Bank of America Merrill Lynch September 2015 - Present
Regions Bank January 2012 - September 2015
BancorpSouth August 2006 - January 2012
Regions Financial Corporation April 2005 - August 2006
Wells Fargo April 2003 - April 2005
Skills
Commercial Lending, Commercial Banking, Finance, Loans, Credit, Banking, Small Business Lending, Credit Analysis, Refinance, Lines Of Credit, Cash Management, Treasury Management, Strategic Planning, Relationship Management, New Business Development, Financial Analysis, Leadership, Portfolio Management, Consumer Lending, Financial Services, Mortgage Lending, Loan Origination, Retail Banking, Risk Management, Credit Risk, Asset Based Lending, Cross Selling, Sales, Underwriting, Commercial Mortgages, Mortgage Banking, SBA, Construction Loans, Management
Education
Union University 1997 — 2002
BSOL, Business
ECS
SBEC
Bank of America Merrill Lynch July 2007 - Present
Education
Villanova University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Universidad de Sevilla
University of Michigan Ross School of Business August 2014 - Present
Ecolab June 2015 - August 2015
Braskem May 2015 - June 2015
Riot Games March 2015 - April 2015
Bank of America Merrill Lynch October 2010 - June 2014
Itau Unibanco Banco Comercial August 2009 - October 2010
Itau-Unibanco January 2009 - August 2009
BM&FBOVESPA December 2007 - September 2008
Nestle S.A. September 2006 - November 2007
Skills
Derivatives, Fixed Income, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Financial Markets, Banking, Risk Management, Credit, Financial Risk, Financial Modeling, Project Management, Finance, Analysis, Management, Strategic Planning, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Universidade Presbiteriana Mackenzie 2004 — 2008
Engineer’s Degree, Bachelor of Science in Electrical Engineering
Compass > August 2015 - Present
MHT MidSpan September 2011 - July 2015
Bank of America Merrill Lynch 2009 - 2011
U.S. Army 2000 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, M&A experience, Investments, Venture Capital, Financial Analysis, Business Valuation, Corporate Development, Restructuring, Alternative Investments, Strategy, Capital Markets, Emerging Markets, Equities, Strategic Consulting, Entrepreneurship, Acquisitions, Hedge Funds, Financial Structuring
Education
Yale University - Yale School of Management 2007 — 2009
MBA
United States Military Academy at West Point 1996 — 2000
BS
Bank of America Merrill Lynch
Skills
Alternative Investments, Asset Allocation, Capital Markets, Asset Management, Credit, Equities, Financial Services, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Investments, Series 63, Retirement Planning, Series 7, Wealth Management
Education
UCLA Anderson School of Management 1981 — 1983
MBA
Evercore Partners January 2011 - Present
Bank of America Merrill Lynch January 2008 - October 2010
Lehman Brothers June 2006 - January 2008
Education
Università Commerciale 'Luigi Bocconi' 2000 — 2005
Laurea, Finance
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch September 2006 - February 2011
TD Bank Financial Group 2004 - 2006
Skills
Market Risk, Stochastic Calculus, Quantitative Finance, Fixed Income, Interest Rate..., Bonds, Derivatives, Bloomberg, Options, Equity Derivatives, VBA, Quantitative Analytics, FX Options
Education
University of Guelph 1997 — 2003
Ph.D., Theoretical Physics
Université de Montréal 1994 — 1997
Bac, Physics
College Apostolique Saint-Alexandre 1987 — 1992
DES
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2012 - November 2014
Bank of America June 2011 - August 2011
CNL Lifestyle Properties May 2010 - August 2010
Education
Wake Forest University 2008 — 2012
Bachelor of Science, Mathematical Business
Universitat Pompeu Fabra 2010 — 2010
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch February 2014 - March 2015
Bank of America Merrill Lynch July 2011 - February 2014
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Derivatives, Trading, Risk Management, Valuation, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A, Finance, Minor in Spanish
Universidad de Sevilla 2010 — 2010
Business
Cyndx May 2014 - Present
- September 2013 - June 2014
Bank of America Merrill Lynch June 2012 - August 2012
US Navy March 2009 - May 2011
US Navy August 2006 - February 2009
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
United States Naval Academy 2002 — 2006
B.S., Economics
Bank of America Merrill Lynch May 2010 - September 2011
Ernst & Young October 1999 - April 2010
Louis Dreyfus Commodities 1998 - 1998
Brazil Canada Chamber of Commerce - BCCC December 1996 - December 1997
Education
ISDA, IIA, ITCI 2011 — 2012
Association of Chartered Certified Accountants - ACCA 2010 — 2010
Certificate in International Financial Reporting
Universidade Paulista / UNIP 1994 — 1998
Bachelor's degree, Business Administration
Colégio Pio XII 1981 — 1992
Elementary, Middle and High School Education
Bank of America Merrill Lynch February 2002 - Present
Skills
Fluent in French, Series 7, 24, 63 & 66
Education
University of Sherbrooke
Bachelor of Business Administration (BBA)
Bank of America Merrill Lynch 2014 - Present
CRISIL 2006 - 2014
Education
Universidad de 'San Andrés' 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Universidad de 'San Andrés' 2002 — 2006
Bachelor's degree, Accounting and Finance
Bank of America Merrill Lynch July 2010 - Present
Banco Santander August 2009 - July 2010
Consorcio May 2005 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Derivatives, FX Hedging, FX Options, Interest Rate...
Education
Universidad Adolfo Ibáñez 2004 — 2005
Master of Science (M.Sc.), Finance
Universidad Adolfo Ibáñez 2000 — 2003
Ingeniero Comercial, Business Administration
Bank of America Merrill Lynch August 2009 - Present
Skills
Capital Markets, Equities, Risk Management, Finance, Market Risk, Operational Risk..., Risk Analysis, Financial Risk, Banking, Financial Analysis, Valuation, Derivatives, Corporate Finance, Stress Testing, Financial Modeling
Education
University of North Carolina at Chapel Hill 2003 — 2007
Business Administration, Finance
Università Commerciale 'Luigi Bocconi'
International Business Program (Milan, Italy)
Itaú BBA July 2013 - Present
Bank of America Merrill Lynch February 2008 - July 2013
Santander Investment February 1998 - March 2008
Salomon Brothers September 1997 - February 1998
Skills
Equity Capital Markets, Capital Markets, Corporate Finance, Financial Modeling
Education
Universidad de Belgrano
Economist
Bank of America Merrill Lynch 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bank of America Merrill Lynch 2006 - 2008
Bank of America 2003 - 2006
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Warburger Dillon Read 1994 - 1999
Kidder Peabody 1990 - 1994
US Navy 1982 - 1988
Skills
Board of Directors, Executive Management, Investment Banking, Corporate Finance, Capital Markets, M&A execution, Treasury Management, Loans, International Business, Finance, Investments, Due Diligence, Venture Capital, Portfolio Management, Management, Financial Modeling, Banking, Valuation, Private Equity, Mergers & Acquisitions, Commercial Banking
Education
University of Chicago Graduate School of Business 1988 — 1990
Masters of Business Administration, Finance Specialization
United States Naval Academy 1978 — 1982
Bachelor of Science