Bank of America Merrill Lynch

Description

Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners

Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

Employee
Years
Job
Industry
Justin Nance Justin Nance Southfield, Michigan Details
Justin Nance's Bank of America Merrill Lynch Experience 2015 - Present
Job Financial Advisor Intern at Merrill Lynch Wealth Management
Industry Law Practice
Experience
Bank of America Merrill Lynch   2015 - Present
State of Michigan Senate  December 2013 - November 2014
Brown University  September 2012 - September 2014
w3r Consulting  July 2013 - November 2013
City of Southfield  April 2012 - November 2012
Detroit Zoological Society  June 2011 - September 2011
City of Southfield  July 2008 - August 2010
Detroit Golf Club  May 2007 - August 2007

Skills
Microsoft Operating..., Apple OS, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Open Office, Cpr Certified, AED, First Aid, Lifeguarding, Swim Instruction, Water Safety, Public Speaking, Spanish, Statistical Data..., Scholarly Research, Market Research, Legislative Research, I-9 audits

Education
Brown University   2011 — 2015
Bachelor’s Degree, Business/Managerial Economics

University of Detroit Jesuit High School and Academy   2007 — 2011
High School

Brock Huber Brock Huber San Francisco Bay Area Details
Brock Huber's Bank of America Merrill Lynch Experience September 2014 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Bank of America Merrill Lynch   September 2014 - Present
Oppenheimer & Co.   June 2013 - September 2014
Oppenheimer & Co.   June 2012 - August 2012
Arizona GOLD Realty   June 2011 - August 2011
VMT Technologies   April 2011 - June 2011
The Church of Jesus Christ of Latter-day Saints  July 2007 - July 2009

Skills
Public Speaking, Analysis, Microsoft Excel, Leadership, PowerPoint, Management, Finance, Strategic Partnerships

Education
Brigham Young University   2007 — 2013
Bachelor of Science, Business Management: Entrepreneurship

Luis E. Medina Luis E. Medina Miami, Florida Details
Luis E. Medina's Bank of America Merrill Lynch Experience May 2014 - December 2014
Job Financial Analyst at City of Miami Beach
Industry Government Administration
Experience
City of Miami Beach  December 2014 - Present
Bank of America Merrill Lynch   May 2014 - December 2014
City of Miami Beach  October 2013 - May 2014
FedEx Express  December 2004 - May 2014
SunTrust Bank  January 2002 - August 2004
Continental National Bank of Miami  January 2000 - January 2002

Skills
Logistics, International Logistics, Sales, Time Management, Software Documentation, Accounting, Auditing, Banking, Account Reconciliation, Data Analysis, General Ledger, Internal Controls, Financial Accounting, Financial Statements, Risk Management, Customer Service, Management, Credit, Microsoft Office, Leadership

Education
Nova Southeastern University   2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Broward Community College   2006 — 2008
Associate of Science (A.S.), Biology, General

Andrew Salinger Andrew Salinger New Haven, Connecticut Details
Andrew Salinger's Bank of America Merrill Lynch Experience May 2007 - August 2007
Job Sales Associate
Industry Information Technology and Services
Experience
CardChoice International   January 2013 - November 2013
Qumas  September 2011 - October 2012
Paychex  August 2010 - August 2011
WB Mason  September 2009 - August 2010
Bank of America Merrill Lynch   May 2007 - August 2007

Skills
Direct Sales, Customer Acquisition, Customer Retention, Salesforce.com, Sales Management, SaaS, Value Based Selling, Solution Selling, Marketing Management, Committed to..., Leadership, Management, B2B, Sales Process

Education
Bryant University   2004 — 2008
B.A. in Business Adminstration, Major: Finance - Minor:Pyschology

Ramapo High School   2000 — 2004
High School, Liberal Arts and Sciences/Liberal Studies

J.D. Moriarty J.D. Moriarty Greater New York City Area Details
J.D. Moriarty's Bank of America Merrill Lynch Experience 1994 - Present
Job Managing Director, Head of Americas Equity Capital Markets, BofA Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   1994 - Present

Skills
Investment Banking, Industry Research, Capital Markets, Equities, Equity Capital Markets, IPO, Finance, Equity Trading, Banking, Financial Advisory, Securitization, Valuation, Bloomberg, Private Equity, Financial Modeling, Equity Research, Management, Corporate Finance, Hedge Funds, LBO, Venture Capital, Fixed Income, Alternative Investments, Investments, Securities, Series 7

Education
Stanford University Graduate School of Business   1999 — 2001
MBA

Bucknell University   1990 — 1994

Delbarton School   1984 — 1990
High School

Danny Rabanales Danny Rabanales Provo, Utah Details
Danny Rabanales's Bank of America Merrill Lynch Experience September 2015 - Present
Job Financial Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   September 2015 - Present
Brigham Young University  August 2013 - Present
BYU Global Financial Advisors  April 2015 - June 2015
Zions Bank  January 2015 - April 2015
Converus   September 2014 - December 2014
Brigham Young University  January 2014 - April 2014
Microenterprise Education   January 2014 - April 2014

Skills
Leadership, Motivated self-starter, Personal Development, Nonprofits, Humanitarian Assistance, Fundraising, Program Development, Financial Analysis, Financial Modeling, Customer Service, Public Speaking, Business Performance..., Social Entrepreneurship, Social Innovation, Microfinance, Pitching Ideas, Start-up Ventures, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Social Media, Strategic Planning, Research

Education
Brigham Young University   2013 — 2017

The Waterford School   2009 — 2010

Dan Briggs Dan Briggs Greater Salt Lake City Area Details
Dan Briggs's Bank of America Merrill Lynch Experience September 2014 - Present
Job VP Sr. Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2014 - Present
JPMorgan Chase & Co.   March 2007 - October 2014
JPMorgan Chase  January 2009 - March 2011
JPMorgan Chase  March 2007 - January 2009
Wells Fargo  2003 - 2007

Skills
Sales Management, Small Business, New Business Development, Spanish-speaking, P&L Management, Portfolio Management, Mentoring, Credit Analysis, Risk Management, Commercial Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Cash Management, Eagle Scout, Treasury Services, Business Strategy, Commercial Lending, Leadership, Sales, Consumer Lending, Banking, Management

Education
Brigham Young University   1998 — 2003
Bachelor of Science (BS), Business Management (Finance)

Woods Cross High School

Andrew Ie Andrew Ie San Francisco, California Details
Andrew Ie's Bank of America Merrill Lynch Experience January 2010 - January 2012
Job Lead Risk Analyst
Industry Internet
Experience
PayPal  September 2014 - Present
Commonwealth Bank  April 2013 - September 2014
Bank of America Merrill Lynch   January 2010 - January 2012
Macquarie Group  September 2006 - June 2008
McKinsey & Company  March 2005 - April 2006

Skills
Fixed Income, Financial Modeling, Strategy, Risk Management, Derivatives, Capital Modeling, Investments, Portfolio Optimization, Asset Allocation, ALM, Operational Risk, Market Risk, R, Matlab, VBA, SQL, Python, Solvency II, Operational Risk..., Data Analytics, Monte Carlo Simulation, Statistics, Probability, Business Analytics, Statistical Modeling, Statistical Data...

Education
London Business School   2008 — 2009
Master of Finance, Quantitative Finance

Massachusetts Institute of Technology   2001 — 2004
Master of Science (MS), Aeronautics and Astronautics

Brown University   1997 — 2001
Bachelor of Science (BS), Mechanical Engineering and Pure Mathematics

Spencer Trice Spencer Trice San Francisco, California Details
Spencer Trice's Bank of America Merrill Lynch Experience July 2013 - Present
Job VP; Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present
Bank of America Merrill Lynch   May 2011 - Present
Bank of America Merrill Lynch   November 2010 - May 2011
Bank of America Merrill Lynch   June 2009 - November 2010

Skills
Financial Modeling, Financial Analysis, Credit, Portfolio Management, Microsoft Excel, Commercial Lending, Cash Flow Lending, Commercial Banking, Finance, Financial Services, Underwriting, Risk Management, Economics, Credit Analysis, Loans, Fixed Income, Credit Risk, Capital Markets, Banking, Valuation

Education
Brown University   2005 — 2009
Bachelor of Arts (B.A.), History

Seth Griffin Seth Griffin Charlotte, North Carolina Area Details
Seth Griffin's Bank of America Merrill Lynch Experience August 2014 - Present
Job VP, Data and Strategy Analyst, Dad
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2014 - Present
Confident Childbirth   August 2009 - Present
Bank of America  June 2013 - August 2014
Bank of America  June 2012 - June 2013
Bank of America  June 2011 - June 2012
Georgia Tech: Advanced Technology Development Center (ATDC)   August 2009 - July 2011
Nestle Purina  May 2010 - August 2010
Xerox Metro Center   2008 - 2009
Western Union  2007 - 2008
Imagine Learning  2005 - 2007

Skills
JMP, Tableau, Project Management, Marketing, Data Analysis, Sales, Process Improvement, Negotiation, Team Leadership, Business Strategy, Business Analysis, Market Research, Public Speaking, Microsoft Excel, Marketing Strategy, Operations Management, Business Development, Microsoft Office, Spanish, PowerPoint, Analysis, Management, Program Management, Financial Analysis, Strategy, Leadership

Education
University of North Carolina at Charlotte   2014 — 2016
Data Science and Business Analytics, Data Science, A

Georgia Institute of Technology - Georgia Tech College of Management   2009 — 2011
MBA, General Management

Brigham Young University   1999 — 2005
BA/Minors, International Relations/Business/Arabic

Emmaus High School   1995 — 1999

Angel Lee Angel Lee San Francisco Bay Area Details
Angel Lee's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Business Strategy & Analytics @ LinkedIn
Industry Internet
Experience
LinkedIn  July 2014 - Present
McKinsey & Company  June 2013 - August 2013
Bank of America Merrill Lynch   June 2012 - August 2012
Wells Fargo Advisors  June 2011 - August 2011
Ivy Insiders  May 2011 - August 2011

Skills
Strategy, Leadership, Problem Solving, Data Analysis, Public Speaking, Research, Financial Modeling, SQL, Microsoft Excel, PowerPoint

Education
Brown University   2010 — 2014
Bachelor of Arts (BA), Economics

Harvard Business School   2013 — 2013
Summer Venture in Management Program

El Camino Real High School   2006 — 2010

Ryan Tomasello Ryan Tomasello Greater New York City Area Details
Ryan Tomasello's Bank of America Merrill Lynch Experience July 2012 - June 2013
Job Assistant Vice President Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW  June 2013 - Present
Bank of America Merrill Lynch   July 2012 - June 2013
Bucknell University  August 2010 - May 2012
Bank of America Merrill Lynch   June 2011 - August 2011
JPMorgan Chase  June 2010 - August 2010

Skills
Financial Modeling, Bloomberg Terminal, Economics, Data Analysis, Analysis, Financial Accounting, Investment Banking, Investments, Financial Analysis, Valuation, Due Diligence, Series 7, Series 86, Series 87, Series 79, Series 63

Education
Bucknell University   2008 — 2012
BSBA, Accounting, Economics, 4.0/4.0

Morris Catholic High School   2004 — 2008
High School Diploma

Anthony Peczinka Anthony Peczinka Greater New York City Area Details
Anthony Peczinka's Bank of America Merrill Lynch Experience March 2010 - February 2011
Job Consultant Business Technology Support at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch  May 2011 - Present
Bank of America Merrill Lynch   March 2010 - February 2011
CentraState Healthcare System  November 2007 - November 2009
Merrill Lynch  May 2000 - January 2007
Aventis  March 1999 - May 2000

Skills
Microsoft Certified..., CCNA, Sage CRM, Active Directory, Servers, DHCP, Desktop Application..., Security, Technical Support, TCP/IP, Operating Systems, Hardware, Desktop Support...

Education
The Chubb Institute - now Anthem Institute   1998 — 1999
Certificate, Computer Support

Monmouth College   1993 — 1994
Business Management

Brookdale Community College   1992 — 1993
Associate of Arts (A.A.), Business Administration

Danny Payne Danny Payne Salt Lake City, Utah Details
Danny Payne's Bank of America Merrill Lynch Experience July 2014 - September 2015
Job Associate at The Cynosure Group
Industry Venture Capital & Private Equity
Experience
The Cynosure Group   September 2015 - Present
Bank of America Merrill Lynch   July 2014 - September 2015
The Church of Jesus Christ of Latter-day Saints - Human Resources  November 2013 - July 2014
Bank of America Merrill Lynch   June 2013 - August 2013
Alta Ventures Mexico  August 2012 - January 2013
Vivint  October 2011 - September 2012
D1 Marketing LLC   January 2011 - October 2011
The Church of Jesus Christ of Latter-day Saints  September 2006 - October 2008

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Photoshop, English, Windows, Research, Outlook, Teaching, HTML, Strategic Planning, Negotiation, Team Leadership, Advertising, Leadership, Sales, Management, Financial Analysis, Data Analysis, Market Research, Entrepreneurship, Finance, Financial Modeling, Analysis, Access, Economics

Education
Brigham Young University   2012 — 2014
Bachelor of Science (BS), Finance and Financial Management Services, 3.9

Snow College
Associate of Science (AS), Business Administration and Management, General, 3.9

Kevin Christiansen Kevin Christiansen Provo, Utah Area Details
Kevin Christiansen's Bank of America Merrill Lynch Experience August 2015 - Present
Job Investment Analyst Intern at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch   August 2015 - Present
PwC  June 2015 - August 2015
Flexsim Software Products, Inc.   September 2014 - December 2014
Spring Valley Rentals   June 2014 - August 2014
Brigham Young University  May 2014 - June 2014
Nike  November 2013 - June 2014
Brigham Young University  September 2013 - December 2013

Skills
Accounting, Corporate Finance, Finance, Financial Analysis, QuickBooks, Microsoft Office, Customer Service, Fluent in Spanish, Sales, Microsoft Excel, ERD, Microsoft Acces, Access, Sports, Spanish

Education
Brigham Young University   2010 — 2017
Accounting

Brigham Young University   2010 — 2016
Bachelor of Science, Accounting

Melissa Lopez Melissa Lopez Dallas/Fort Worth Area Details
Melissa Lopez's Bank of America Merrill Lynch Experience May 2006 - January 2011
Job Sr. Mortgage Loan Officer at Mortgages USA
Industry Banking
Experience
Mortgages USA  June 2014 - Present
TexasLending.com  August 2013 - June 2014
AmeriPro Funding  February 2013 - July 2013
Aspire Lending DBA Texaslending.com   March 2011 - February 2013
Bank of America Merrill Lynch   May 2006 - January 2011
CrossMark  January 2006 - May 2006
GEICO Credit Union   July 2005 - January 2006

Skills
Microsoft Excel, Customer Service, Sales, Outlook, Customer Satisfaction, Retail, PowerPoint, Microsoft Word, Mortgage Lending, Residential Mortgages, Mortgage Banking, FHA, Loans, USDA, Refinance, Real Estate, VA loans, VA Loans

Education
Champion School of Real Estate   2011 — 2013
Mortgage License, Mortgage Laws and Lending Guidelines

Brookhaven Community College   1999 — 2000
Merchandising & Marketing

Grant Gittes Grant Gittes New York, New York Details
Grant Gittes's Bank of America Merrill Lynch Experience July 2015 - Present
Job M&A Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
Aurora Networks  June 2013 - August 2013
Seaboard Corporation  June 2012 - July 2012
San Martin del Tabacal   July 2011 - August 2011

Skills
Microsoft Word, Competitive Analysis, PowerPoint, Product Management, Financial Modeling, Microsoft Office, Public Speaking, Mergers & Acquisitions, Product Marketing, Analytics, Microsoft Excel

Education
Brown University   2011 — 2015
Bachelor of Science (B.Sc.), Applied Mathematics and Economics

Fox Chapel

Ariel Miller Ariel Miller New York, New York Details
Ariel Miller's Bank of America Merrill Lynch Experience July 2014 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
University of Pennsylvania  December 2012 - December 2013

Skills
Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Microsoft Office, Data Analysis, Quantitative Research, Qualitative Research, Series 63, series 79, Statistics

Education
University of Pennsylvania   2011 — 2014
Bachelor of Arts (B.A.), Biological Basis of Behavior

Bucknell University   2010 — 2011

Juan Esteban Mejia Juan Esteban Mejia Miami, Florida Details
Juan Esteban Mejia's Bank of America Merrill Lynch Experience August 2014 - June 2015
Job Banco Sabadell Internacional
Industry Banking
Experience
Banco Sabadell  June 2015 - Present
Bank of America Merrill Lynch   August 2014 - June 2015
Bank of America Merrill Lynch   March 2007 - August 2014
Starwood Hotels & Resorts Worldwide, Inc.   March 2006 - March 2007
Teleperformance, USA  October 2004 - March 2006

Skills
OFAC, BSA, International Business, Small Business Lending, Commercial Lending, Business Banking, Mortgage Lending, Loan Origination, Team Leadership, Retail Banking, Credit Analysis, Banking, Lines Of Credit, Account Management, Consumer Lending, Loans, CRM, Credit, Commercial Banking, Mortgage Banking, Strategic Planning, Cross Selling, Refinance, Management, KYC, Customer Retention, Market Research, International Banking..., Private Banking, Business Analysis

Education
Florida International University   2009 — 2014
Bachelor of Business Administration (B.B.A.), International Business and Management

Broward Community College   2004 — 2009
Associate's degree, International Business

Nova High School   2000 — 2004
High School

Cameron Erickson Cameron Erickson San Francisco Bay Area Details
Cameron Erickson's Bank of America Merrill Lynch Experience September 2015 - Present
Job Intern at Bank of America Merrill Lynch
Industry Management Consulting
Experience
Bank of America Merrill Lynch   September 2015 - Present
HGGC  May 2015 - Present
University Venture Fund  October 2014 - Present
Vasa Fitness Health Clubs  June 2013 - May 2015
Highcrest Management Group  January 2015 - April 2015
Goh's Housing   July 2014 - April 2015
Synergy Energy Solutions   September 2012 - January 2013
The Church of Jesus Christ of Latter-day Saints  February 2010 - March 2012

Skills
Organizational..., Business Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Java, Customer Service, Public Speaking, Social Media, Teamwork, English, Photoshop, Strategic Planning, Project Management, Data Analysis, Team Leadership, Program Management, Leadership, Training, Private Equity, Venture Capital, Management Consulting, Investments

Education
Brigham Young University   2012 — 2016
Bachelor's Degree, Economics with a Minor in Business Management, 3.92

James Logan High School   2005 — 2009
French- Marketing and Management; Economics

Josh Case Josh Case Provo, Utah Area Details
Josh Case's Bank of America Merrill Lynch Experience August 2009 - March 2011
Job CEO @ Energy Capital Group, LLC Managing Director @ ECG Utah Solar 1, LLC
Industry Renewables & Environment
Experience
Taste of the Valley   January 2015 - Present
ECG Utah Solar 1, LLC   March 2013 - Present
Energy Capital Group, LLC   March 2011 - Present
Bank of America Merrill Lynch   August 2009 - March 2011
M.J.M. Capital, Inc. / DMP Services, LLC   May 2002 - July 2009
S.C. Associates, Inc.   May 1998 - March 2002

Skills
Private Equity, Renewable Energy, Venture Capital, Financial Modeling, Project Finance, Solar Energy, Alternative Energy, Solar PV, Capital Markets, Capital Raising, Business Development, Executive Management, Corporate Development, Strategic Planning, Strategic Financial..., Private Placements, Due Diligence, Strategy, Mergers, Investments, Valuation, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Business Analysis, Joint Ventures, Sustainable Energy, Entrepreneurship, Financial Structuring, Commodity, International Business, Trading, Energy, Funding, Start-ups, Investor Relations, Cleantech, Asset Managment, Finance, Wind, Structured Finance, Financial Services, M&A experience, IPO, Investment Banking, Restructuring, Photovoltaics, Management, Equities, Business Planning

Education
Brigham Young University   2002 — 2003
BS, Geography and Business Mgt

University of Phoenix   2004 — 2006
MBA, Provo Campus

Santa Ana College   1999 — 2001
AA, Liberal Arts and Sciences/Liberal Studies

Palm Desert High School   1991 — 1994

Cissy Xie Cissy Xie Seattle, Washington Details
Cissy Xie's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Senior Financial Analyst, Corporate Development
Industry Consumer Goods
Experience
Starbucks  September 2015 - Present
Dodge & Cox  July 2014 - August 2015
Dodge & Cox  July 2012 - July 2014
Bank of America Merrill Lynch   June 2011 - August 2011
J.P. Morgan   January 2011 - April 2011
University Venture Fund  October 2010 - April 2011
Beneficial Financial Group  September 2010 - December 2010
John Deere  June 2010 - August 2010

Education
Brigham Young University   2007 — 2012
Master, Accounting

Joshua Plump Joshua Plump New York, New York Details
Joshua Plump's Bank of America Merrill Lynch Experience July 2013 - Present
Job Equity Capital Markets Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2013 - Present
Citi  May 2012 - August 2012
Studley  June 2011 - August 2011

Skills
Bloomberg, Equity Capital Markets, Equities, Brokerage, Fixed Income, Bloomberg Terminal, Modeling, Soccer

Education
Bucknell University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Joshua Fischel Joshua Fischel Greater New York City Area Details
Joshua Fischel's Bank of America Merrill Lynch Experience June 2010 - November 2012
Job Project Manager at HSBC, Consultant
Industry Financial Services
Experience
HSBC  May 2013 - Present
Bank of America Merrill Lynch   June 2010 - November 2012
Thomson Reuters  October 2008 - June 2010
MarketAxess  July 2007 - April 2008
Merrill Lynch  June 2004 - June 2007
Lockheed Martin  June 1996 - June 2004

Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Agile Methodologies, Program Management, Visio, Unix, SQL, Software Project..., Vendor Management, Software Development, IT Strategy, Business Intelligence, Process Improvement, Project Management, Requirements Gathering, Project Portfolio..., Solution Architecture, MS Project, Project Delivery, Architecture, User Acceptance Testing, IT Service Management, Prime Brokerage

Education
State University of New York at Buffalo   1994 — 1996
Bachelor of Science (B.S.), Computer Science

Broome Community College   1992 — 1994
Associate of Science (A.S.), Computer Science

Kenneth McPhail Kenneth McPhail New York, New York Details
Kenneth McPhail's Bank of America Merrill Lynch Experience 2006 - 2015
Job Managing Director, Financial Institutions M&A and Capital Raising
Industry Investment Banking
Experience
Bank of America Merrill Lynch   2006 - 2015
Citigroup (formerly Salomon Brothers)   1995 - 2006
The First Boston Corporation  1985 - 1995

Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Financial Analysis, Investments, Finance, Due Diligence, Private Equity

Education
Brown University   1980 — 1984
A.B. Economics

Tom Mildenhall Tom Mildenhall Charlotte, North Carolina Details
Tom Mildenhall's Bank of America Merrill Lynch Experience May 2011 - Present
Job SVP Technology Partnership Development at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2011 - Present
Bank of America  October 2010 - June 2011
Bank of America  June 2009 - October 2010
Bank of America  June 2008 - August 2008
Apollo Group  2004 - 2007

Skills
Business Development, Venture Capital, New Business Development, Vendor Management, Financial Analysis, Market Research, Company Research, Data Analysis, Business Intelligence, Microsoft Office, IT Strategy, Spanish, Risk Analysis, SQL, PL/SQL, Business Strategy, Strategy, Program Management, Relationship Management, Start-ups, Due Diligence, Credit Risk, Analytics, Enterprise Software

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2009
MBA

Brigham Young University   1997 — 2004
BS

Caroline Cutler Caroline Cutler Greenwich, Connecticut Details
Caroline Cutler's Bank of America Merrill Lynch Experience June 2015 - Present
Job Summer Analyst in Equity Capital Markets at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Wells Fargo Advisors  June 2014 - August 2014
QuadJobs   May 2014 - June 2014
Wells Fargo Advisors  May 2013 - July 2013
Bailiwick Club   June 2011 - August 2012

Education
Bucknell University   2012 — 2016
Bachelor's degree, Economics, Political Science

The London School of Economics and Political Science (LSE)   2013 — 2013
Summer Program

Greenwich Academy   1998 — 2012

Brendan Miller-Radest Brendan Miller-Radest Chatham, New Jersey Details
Brendan Miller-Radest's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Securities Analyst Healthcare Sector at Bryant University
Industry Financial Services
Experience
Bryant University Archway Investment Fund  September 2015 - Present
Bryant University  March 2014 - Present
Bryant University  September 2014 - Present
Bank of America Merrill Lynch   June 2015 - August 2015
Bank of America Merrill Lynch   June 2014 - August 2014

Skills
PowerPoint, Teamwork, Social Media Marketing, Microsoft Word, Data Analysis, Java, Event Planning, Windows, Research

Education
Bryant University   2012 — 2016
Bachelor of Science in Business Administration (BBA), Finance, Applied Analytics

Chatham High School   2008 — 2012

Todd Starkey Todd Starkey Melbourne, Florida Details
Todd Starkey's Bank of America Merrill Lynch Experience November 1999 - January 2013
Job Senior Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  January 2013 - Present
Bank of America Merrill Lynch   November 1999 - January 2013

Education
Bryant College   1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General

Mcquaid Jesuit High School   1981 — 1985
High School Graduation

Liliana Carlos Rodriguez Liliana Carlos Rodriguez New York, New York Details
Liliana Carlos Rodriguez's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   July 2012 - Present
Rawls College of Business at Texas Tech University  October 2011 - May 2012
Rawls College of Business at Texas Tech University  August 2011 - December 2011
Bank of America Merrill Lynch   June 2011 - August 2011

Education
Texas Tech University - Rawls College of Business   2009 — 2012
BBA

Brigham Young University   2007 — 2009

David Tafuna David Tafuna San Francisco Bay Area Details
David Tafuna's Bank of America Merrill Lynch Experience July 2014 - Present
Job Associate, Mergers & Acquistions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
Robert Toigo Foundation  September 2012 - June 2014
UBS Investment Bank  June 2013 - August 2013
Bank of America Merrill Lynch   January 2011 - August 2012
Sage Financial Group  December 2009 - January 2011
BYU Football Team   September 2004 - December 2008
Non-Profit Organization  July 2002 - July 2004

Skills
Strategic Planning, Investments, Microsoft Office, PowerPoint, Excel, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Finance

Education
Northwestern University - Kellogg School of Management   2012 — 2014
Master of Business Administration (MBA), Finance, Accounting

Brigham Young University   2004 — 2008
Business Management

Mesa High School   1998 — 2001

Javier Domingo Javier Domingo Greater New York City Area Details
Javier Domingo's Bank of America Merrill Lynch Experience July 2015 - Present
Job Mortgage Loan Originator Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2015 - Present
HomeBridge Financial Services, Inc.   June 2014 - July 2015
NJ Lenders Corp  January 2013 - May 2014
TD  January 2008 - February 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Public Speaking, Budgets, Negotiation, Credit, Residential Mortgages, Refinance, Loans, Sales Management, FHA financing, Spanish, Mortgage Lending, Banking, FHA Financing, Mortgage Banking, Finance, Loan Origination, FHA, First Time Home Buyers

Education
Brookdale Community College   2004 — 2006
Associate's degree, Business Administration, Management and Operations

Daniel Slutsky Daniel Slutsky Greater New York City Area Details
Daniel Slutsky's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst (M&A) at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2012 - August 2012
AllianceBernstein  June 2011 - August 2011

Education
Brown University   2009 — 2013
Sc.B, Applied Mathematics-Economics

Cambridge University   2012 — 2012
Economics

Stuyvesant High School   2005 — 2009

Allen Yau Allen Yau Greater New York City Area Details
Allen Yau's Bank of America Merrill Lynch Experience November 2014 - Present
Job Investment Banking Consumer & Retail
Industry Financial Services
Experience
Bank of America Merrill Lynch   November 2014 - Present
Barclays Capital  August 2010 - November 2014
Linley Capital   June 2009 - August 2009
Archstone Consulting  April 2004 - July 2008
Grant Thornton  May 2002 - April 2004
UMS Group  August 2001 - March 2002

Skills
Financial Modeling, Valuation, Management Consulting, Due Diligence, Financial Analysis, Investment Banking, Mergers, Private Equity, Corporate Finance, Strategy, Business Strategy, Corporate Development, Capital Markets, Business Process..., Business Valuation, Venture Capital, LBO, M&A experience

Education
Columbia University - Columbia Business School   2008 — 2010
MBA

Brown University   1997 — 2001
ScB

Ben La Monica Ben La Monica Greater Chicago Area Details
Ben La Monica's Bank of America Merrill Lynch Experience June 2010 - Present
Job Sr. Software Engineer (VP) at Bank of America Merrill Lynch
Industry Computer Software
Experience
Benjamin La Monica, Sole Proprietor   January 2012 - Present
Bank of America Merrill Lynch   June 2010 - Present
rFocus Corporation   June 2009 - June 2010
Bank of America  January 2006 - May 2009
Utah State University Research Foundation  2004 - 2006
Apple Webkit Project   2005 - 2005

Skills
Agile Methodologies, Software Development, Java, Scrum, Spring, Java Enterprise Edition, Object Oriented Design, Perl, Unix, Distributed Systems, Enterprise Integration, REST, C++, JavaScript, Subversion, Web Services, JMS, Network Programming, Team Leadership, Linux System..., Eclipse, XML, SQL, Software Engineering, Agile, Objective-C, iOS development, J2EE, TIBCO, Linux server..., Game Development, Python, SOA

Education
Utah State University   2000 — 2005
BS, Interdisciplinary Studies

Brigham Young University - Idaho   2000 — 2000
AS, General Studies with Science Emphasis

Brigham Young University - Idaho   1996 — 1998
AS, General Studies with Science Emphasis

Lisa Berlin Lisa Berlin New York, New York Details
Lisa Berlin's Bank of America Merrill Lynch Experience 2014 - Present
Job US Economist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2014 - Present
Bank of America Merrill Lynch   2012 - 2014
Bank of America Merrill Lynch   June 2011 - August 2011

Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Bloomberg, Valuation, Research, Macroeconomics

Education
Brown University
Bachelor of Science with Honors, Applied Mathematics-Economics

Olga Usyk Olga Usyk Greater New York City Area Details
Olga Usyk's Bank of America Merrill Lynch Experience June 2013 - Present
Job Emerging Markets Associate
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2013 - Present
JP Morgan Asset Management  March 2011 - July 2012
Morgan Stanley  2009 - 2011

Education
Columbia Business School   2012 — 2014
Master of Business Administration (M.B.A.)

Brown University   2005 — 2009
AB, Economics

Nashua High School

Michael Cox Michael Cox Greater Los Angeles Area Details
Michael Cox's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Associate
Industry Investment Banking
Experience
Credit Suisse  July 2012 - Present
Bank of America Merrill Lynch   June 2011 - August 2011
Ernst & Young  February 2008 - January 2010
PricewaterhouseCoopers  December 2006 - January 2008

Skills
Valuation, Due Diligence, CPA, Financial Structuring, Financial Modeling, Financial Analysis, Corporate Finance, Business Valuation, Private Equity, Investments, Accounting, Investment Banking, Financial Reporting, Venture Capital, Finance

Education
Brigham Young University   2010 — 2012
MBA, Finance and Entrepreneurship

Brigham Young University   2002 — 2006
Bachelor of Science, Business

Igor Virtgaym Igor Virtgaym Greater New York City Area Details
Igor Virtgaym's Bank of America Merrill Lynch Experience May 2009 - Present
Job Team Lead at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2009 - Present
Verizon Business  February 2009 - May 2009
Next IT Corporation  August 2007 - February 2009
Medco  February 2007 - July 2007
Prudential Financial  October 2006 - January 2007
Verizon Business  May 1998 - October 2006
Merrill Lynch  February 1996 - May 1998
MCI International  June 1995 - February 1996
Merrill Lynch  August 1992 - June 1995
MCI International  May 1989 - August 1992

Skills
COBOL, Requirements Analysis, JCL, Unix, Microsoft SQL Server, Mainframe, Visio, VSAM, DB2, SQL, Java, Disaster Recovery, SDLC, Databases, Testing, TSO, Telecommunications, Software Development, CICS, MVS, Systems Analysis, Visual Basic, Software Documentation, MS Project

Education
LitheSpeed   2013 — 2013
Certified ScrumMaster, ScrumMaster

Brookdale Community College   2001 — 2009
Business Administration

Kevin Kellis Kevin Kellis Tucson, Arizona Details
Kevin Kellis's Bank of America Merrill Lynch Experience September 2009 - February 2012
Job Regional Bank Private Banker Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2013 - Present
Wells Fargo  January 2013 - November 2013
The Principal Financial Group  March 2012 - January 2013
Bank of America - Merrill Lynch  September 2009 - February 2012
CRE Real Estate Services   2004 - December 2009
NorthMarq Capital  January 1993 - January 2004
Valley National Mortgage   January 1988 - January 1991

Skills
Wealth Management, Investment Strategies, Life Insurance, Disability Insurance, Retirement Planning, Investments, Commercial Real Estate, Mortgage Banking, Management, Mortgage Lending, Loans, Finance

Education
Brigham Young University
Bachelor of Science (BS), Business Management - Finance

Emily Polivy Emily Polivy Greater Boston Area Details
Emily Polivy's Bank of America Merrill Lynch Experience September 2010 - March 2013
Job Manager, Assortment Planning at Wayfair
Industry Retail
Experience
Wayfair  July 2015 - Present
SEPHORA  June 2014 - August 2014
Bank of America Merrill Lynch   September 2010 - March 2013
Morgan Stanley  November 2009 - August 2010
Oppenheimer & Co.   July 2008 - October 2009

Skills
Investment Banking, Strategy, Financial Modeling, Analytics, Analysis, Microsoft Excel

Education
Massachusetts Institute of Technology - Sloan School of Management   2013 — 2015
Master of Business Administration (MBA)

Brown University   2004 — 2008
Bachelor of Arts (BA), Economics

Newton South High School   2000 — 2004

Jiani Liu Jiani Liu Greater New York City Area Details
Jiani Liu's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Summer Analyst, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
China Central Television (CCTV America)   May 2014 - August 2014
Brown China Summit   November 2013 - April 2014
Gaw Capital  July 2013 - August 2013
Standard Chartered Bank  July 2012 - August 2012
Paris Film Festival   May 2012 - June 2012
SHIATZY CHEN   January 2011 - January 2012

Skills
Programming, French language, Mandarin, Due Diligence, Marketing Communications, Client Relations Skills, Marketing, Reporting & Analysis, French, Chinese, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Photoshop, Matlab, Data Analysis, Management, Statistics, Social Media

Education
Brown University   2011 — 2016
Bachelor of Science (BSc), Applied Mathematics-Economics, East Asian Studies

Université Paris Sorbonne (Paris IV) / Sorbonne University   2012 — 2012
Summer School, French Language and Literature, 4.0

S. Craig Anderson S. Craig Anderson San Francisco Bay Area Details
S. Craig Anderson's Bank of America Merrill Lynch Experience June 2010 - August 2012
Job Senior Financial Analyst at TuneIn
Industry Internet
Experience
TuneIn  January 2014 - Present
Robert W. Baird & Co.   August 2012 - January 2014
Bank of America Merrill Lynch   June 2010 - August 2012
Cisco Systems  June 2009 - August 2009
NV Energy  May 2009 - June 2009
National Instruments  April 2006 - June 2008
National Instruments  April 2004 - April 2006
National Instruments  May 2002 - April 2004

Skills
Valuation, Investment Banking, Technical Presentations, Financial Modeling, Product Management, Marketing Strategy, Product Marketing, Business Strategy, Corporate Finance, Finance, Financial Analysis, Leadership, Private Equity, Mergers & Acquisitions, Equities, Management, Strategy

Education
Brigham Young University   2008 — 2010
MBA, Finance and Strategy

Brigham Young University   1993 — 2001
BS, Electrical Engineering

Garrett Shipp Garrett Shipp Palo Alto, California Details
Garrett Shipp's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job Associate at HGGC, LLC
Industry Venture Capital & Private Equity
Experience
HGGC, LLC  August 2013 - Present
BYUMS   2015 - 2015
BYUMS   2015 - 2015
Bank of America Merrill Lynch   July 2011 - June 2013
US Department of the Treasury  January 2011 - April 2011
BYU Marriott School of Management, Kim Smith   August 2010 - January 2011
Bank of America Merrill Lynch   June 2010 - August 2010
IndustryPro  January 2010 - June 2010
J.P. Morgan   September 2009 - December 2009
Goldman Sachs  June 2009 - August 2009

Education
Brigham Young University   2004 — 2011
Bachelor, Science Finance; Chinese

Tara Mastalerz Tara Mastalerz Attleboro, Massachusetts Details
Tara Mastalerz's Bank of America Merrill Lynch Experience June 2008 - June 2010
Job Always Ready to Upgrade
Industry Financial Services
Experience
Life  February 2011 - Present
Merrill Lynch  June 2010 - February 2011
Merrill Lynch  June 2009 - February 2011
Bank of America Merrill Lynch   June 2008 - June 2010
Banc of America Investments  June 2006 - January 2008
Brown Brothers & Harriman   June 2005 - August 2005
CVS Pharmacy  June 2004 - May 2005
Kenyon Insurance Agency   September 1999 - January 2002

Skills
SharePoint Designer, PowerPoint, Excel, Research, Financial Reporting, Business Analysis, Continuous Improvement, Customer Relations, Web Design, Financial Analysis, Competitive Analysis, Writing, Word, Team Leadership, Visual Basic, Usability Testing, Business Strategy, Photoshop, Strategic Planning, Problem Solving, Illustrator, Innovation, Employee Relations, Documentation, Microsoft Office, Adobe Acrobat, Network Administration, Data Analysis, Risk Management, Communications Planning, Presentation Development, Technical Presentations, Development of Training..., Training & Development, Escalation Management, Conflict Resolution, Cross-functional Team..., Organizational Behavior, Process Development, Margin Analysis, Financial Modeling, Technical Writing, Computer Maintenance, Operations Management, Information Technology, Electro-mechanical..., Communication Skills, Information Management, Operating Systems, Computer Repair

Education
Bryant University   2002 — 2006
Bachelor of Science in Business Administration, Concentration- Finance Minor: Psychology & Marketing

Seekonk High School   1997 — 2001
Diploma w High Honors & AP Credits

Michael Lomax Michael Lomax Orange County, California Area Details
Michael Lomax's Bank of America Merrill Lynch Experience July 2011 - Present
Job Director, Global Trade & Supply Chain Solutions at Bank of America
Industry International Trade and Development
Experience
Bank of America Merrill Lynch   July 2011 - Present
JPMorgan  January 2006 - June 2011
Eagle Global Logistics  August 2004 - January 2006
Menlo Worldwide Trade Services   January 2003 - July 2004
Emery Worldwide  1993 - 2003

Education
Brigham Young University   1986 — 1992
B.A., International Relations

Maria Rosen Maria Rosen Greater New York City Area Details
Maria Rosen's Bank of America Merrill Lynch Experience April 2012 - April 2013
Job Senior Legal Counsel, Director at Guggenheim Partners, Central Compliance
Industry Financial Services
Experience
Guggenheim Partners  April 2013 - Present
Bank of America Merrill Lynch   April 2012 - April 2013
Caxton Alternative Management LP   November 2011 - April 2012
Caxton Associates  October 2006 - November 2011

Skills
Hedge Funds, Derivatives, Asset Management, Asset Managment, Alternative Investments, Equities

Education
Brooklyn Law School   1998 — 2001
JD

Hamilton College   1993 — 1997
BA, Comparative Literature

Anabela de Oliveira Anabela de Oliveira Greater New York City Area Details
Anabela de Oliveira's Bank of America Merrill Lynch Experience January 2013 - March 2014
Job Financial Transactions Attorney
Industry Law Practice
Experience
Cantor Fitzgerald  June 2015 - Present
Barclays  April 2014 - December 2014
Bank of America Merrill Lynch   January 2013 - March 2014
Credit Suisse  June 2012 - December 2012
Kranjac Manuali & Viskovic LLP   February 2010 - June 2012
Bloomberg L.P.   May 2009 - January 2010
Morgan, Lewis & Bockius LLP   October 2006 - April 2009
Fordham Law Community Economic Development Clinic   2005 - 2006
Chadbourne & Parke LLP  June 2005 - August 2005
United States District Court for the District of New Jersey  June 2004 - August 2004

Skills
Corporate Law, Private Equity, Corporate Governance, International Law, Joint Ventures, Capital Markets, Legal Research, Intellectual Property, Due Diligence, Bankruptcy, Project Finance, Structured Finance, Venture Capital, Licensing, Mergers, Corporate Finance, Securities, Restructuring, Compliance, Hedge Funds, Contract Negotiation, Real Estate Finance, Asset Management, Banking, Debt, Negotiation, Investment Banking, Film Finance, Derivatives, Dodd-Frank, Financial Structuring

Education
Fordham University School of Law   2003 — 2006
J.D., Banking, Corporate, Finance, and Securities Law

Brown University
A.B., International Relations

Queen of Peace High School

Clint Okerlund Clint Okerlund Greater Salt Lake City Area Details
Clint Okerlund's Bank of America Merrill Lynch Experience August 2004 - Present
Job Commercial Banker at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2004 - Present

Skills
Banking, Financial Analysis, Credit, Portfolio Management, Risk Management, Financial Risk, Financial Modeling, Investments, Credit Risk, Treasury Management, Financial Services, Strategic Planning, Budgets, Commercial Lending, Corporate Finance, Credit Analysis, Finance, Financial Reporting, Inspiring Leadership, Leadership, Microsoft Office

Education
University of Notre Dame - Mendoza College of Business   2003 — 2004
MBA, Investments, Banking, Management

Brigham Young University   1995 — 2001
Bachelor of Business Administration (BBA)

Yolanda Yue Shao Yolanda Yue Shao New York, New York Details
Yolanda Yue Shao's Bank of America Merrill Lynch Experience June 2013 - June 2015
Job Associate at SocGen Corporate & Investment Banking
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB  August 2015 - Present
Bank of America Merrill Lynch   June 2013 - June 2015
Bank of America  June 2012 - August 2012
PFM Asset Management  February 2012 - June 2012
PFM Asset Management  May 2011 - June 2011

Education
Bryn Mawr College   2012 — 2013
Concurrent M.A.

Bryn Mawr College   2010 — 2013
B.A., summa cum laude

University of Pennsylvania - The Wharton School   2011 — 2013
Coursework

Hwa Chong Institution   2008 — 2009
A Level

Augusto Bravo Ballón Augusto Bravo Ballón Providence, Rhode Island Details
Augusto Bravo Ballón's Bank of America Merrill Lynch Experience May 2015 - May 2015
Job Fellow at Future Global Leaders
Industry Investment Banking
Experience
Bank of America Merrill Lynch   May 2015 - May 2015
The Publishing Cabin (Norway)   2013 - 2014

Skills
Public Speaking, Economics, Spanish, Microsoft Office, Modern Dance, Social Media, Non-profit Volunteering, Volunteer Training, Mac OS, Windows, Research, Microsoft Excel, Microsoft Word, Prezi, Accounting, Leadership Development, French, Customer Service, Teamwork, Team Leadership, Teaching, PowerPoint, Event Planning, Fundraising, Leadership, Editing

Education
Brown University   2014 — 2018
Bachelor of Arts (B.A.)

National Outdoor Leadership School
Future Global Leaders Expedition Fellow

UWC Red Cross Nordic   2012 — 2014
IB Bilingual Diploma

ICPNA   2010 — 2012
English Proficiency

IE PNP Martin Esquicha Bernedo   2007 — 2011
High School

Juan G Herrera Juan G Herrera San Francisco Bay Area Details
Juan G Herrera's Bank of America Merrill Lynch Experience August 2015 - Present
Job Changing lives with every connection at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America  January 2009 - August 2015
Bank of America  December 2011 - June 2012
Bank of America  March 2008 - December 2008
Bank of America  March 2007 - March 2008
Bank of America  November 2005 - April 2007
Bank of America  October 2003 - October 2005
Bank of America  July 2004 - August 2004
Broward College  June 1999 - October 2003

Skills
Consumer Lending, Banking, Small Business Lending, Mortgage Banking, Loans, Credit, Lines Of Credit, Mortgage Lending, Branch Management, Retail Banking, Sales Management, Commercial Lending, Cross Selling, Coaching, Financial Services, Microsoft Office, Loan Origination, Credit Risk, Customer Experience, Leadership Development, Deposits, Operational Risk..., Team Leadership, Credit Analysis, Leadership, Treasury Management, Strategic Planning, Branch Banking, Commercial Banking, Relationship Management, Home Equity Lines of..., Home Equity Loans, Business Development, Community Development, Credit Cards, Refinance, Cash Management, Risk Management, Merchant Services, Financial Risk, Operational Risk, Internet Banking, Finance, Financial Analysis, Payments, Strategic Financial..., Bank Secrecy Act, Process Improvement, Residential Mortgages, Construction Loans

Education
Florida Atlantic University   2005 — 2010
Bachelor of Arts (B.A.), International Business/Trade/Commerce, 3.6

Broward Community College   2001 — 2004
Associate of Science (A.S.), Education, 3.8

Broward Community College   1999 — 2003
Associate of Science (A.S.), Aircraft Pilot (Private), 3.8

Eddy Saroj Taengkaew, MBA Eddy Saroj Taengkaew, MBA Greater San Diego Area Details
Eddy Saroj Taengkaew, MBA's Bank of America Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2014 - Present
Thai American and Asian Alliance of San Diego   September 2012 - Present
Wells Fargo Advisors, LLC  January 2013 - September 2014
Merrill Lynch Wealth Management / Bank of America Corporation   August 2011 - January 2013
Merrill Lynch  August 2011 - January 2013
Asian business association in san diego   2006 - December 2012
Citi  April 2007 - August 2011
Prudential Financial  December 2006 - April 2007
Washington Mutual  October 2005 - December 2006

Skills
Life & Health Insurance..., Property & Casualty..., Securities, Wealth Management, Retirement Planning, Investments, Financial Services, Banking, Asset Allocation, Loans, Mutual Funds, Life Insurance, 401k, Commercial Lending, Credit, Relationship Management, Wealth Management..., Consumer Lending, 401k Rollovers, Finance, Financial Advisory, Investment Strategies, Strategy, Fixed Income, Alternative Investments, Fixed Annuities, Equities, Asset Management, Trading, Investment Management, Retirement, Bonds, Hedge Funds, Capital Markets, Credit Analysis, Financial Risk, Financial Analysis, Valuation

Education
University of Wisconsin-Whitewater   2009 — 2011
MBA, Finance

Brigham Young University Hawaii   2002 — 2005
B.S., International Business Management

Surasakmontee high school   1994 — 1996
High school, Math & Science Track

Meaghan Frail Meaghan Frail Greater New York City Area Details
Meaghan Frail's Bank of America Merrill Lynch Experience January 2015 - Present
Job Business Banking Marketing, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2015 - Present
Bank of America  April 2013 - Present
U.S. Trust, Bank of America Private Wealth Management   June 2010 - April 2013
World Alliance Financial dba Senior Lending Network   August 2005 - July 2010

Skills
Advertising, Marketing, Project Management, Vendor Management, Brand Management, Internal Communications, Strategy, Strategic Partnerships, Event Planning, Trade Shows, Process Improvement, Account Management, Product Marketing, Online Advertising, Digital Marketing, Event Management, Marketing Communications

Education
Bryant University   2001 — 2005
Bachelor of Science, Business Administration/Marketing

Tyler Duke Tyler Duke San Diego, California Details
Tyler Duke's Bank of America Merrill Lynch Experience July 2013 - June 2015
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity  July 2015 - Present
Bank of America Merrill Lynch   July 2013 - June 2015
Bank of America Merrill Lynch   April 2012 - August 2012
IndustryPro  January 2012 - April 2012
Beneficial Financial Group  August 2011 - December 2011

Skills
Corporate Finance, Business Development, Due Diligence, Financial Analysis, Investments, Venture Capital, Valuation, Private Equity, Equity Research, Finance, Financial Modeling, Investment Banking, Mergers, Bloomberg

Education
Brigham Young University   2007 — 2013
Bachelor's degree, Business Finance

Bryan Bullett Bryan Bullett Greater New York City Area Details
Bryan Bullett's Bank of America Merrill Lynch Experience 2006 - 2010
Job Investment Banker at FBR
Industry Investment Banking
Experience
FBR Capital Markets & Co.   2012 - Present
Keefe, Bruyette & Woods   2011 - 2012
Bank of America Merrill Lynch   2006 - 2010
Deutsche Bank  2004 - 2006
Greenhill SAVP   2003 - 2003

Skills
Investment Banking, Capital Markets, Real Estate Private..., Real Estate Investment, Real Estate Finance, M&A (Mergers &..., Strategic Advisory, REITs, Lodging, Specialty Finance, Leveraged Finance, Financial Modeling, Entrepreneurship, Start-up Ventures, Venture Capital, Financial Structuring, Real Estate Economics, Due Diligence, Finance, Private Equity, Investment Properties, Strategy, Corporate Finance, Valuation

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Finance

Brown University   1990 — 1994
BA, Semiotics

Chase Hudson Chase Hudson Provo, Utah Details
Chase Hudson's Bank of America Merrill Lynch Experience September 2015 - Present
Job Intern with Bank of America Merrill Lynch
Industry Accounting
Experience
Bank of America Merrill Lynch   September 2015 - Present
Walmart  May 2015 - August 2015
American Crafts  May 2014 - August 2014
Vivint  January 2014 - April 2014
Beehive Books   August 2011 - December 2011

Skills
Leadership, Timely Decision Making, Efficiency, Fluent in Spanish, Marketing, Time Management, Customer Service, PowerPoint, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales, Social Media Marketing, Spanish, Team Leadership

Education
Brigham Young University   2011 — 2017
Accountancy

Jay Upadhyay Jay Upadhyay Greater New York City Area Details
Jay Upadhyay's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job M&A Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  July 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
Prism Capital  June 2013 - August 2013
Kellogg School of Management  June 2012 - August 2012
Merrill Lynch  May 2011 - June 2011

Skills
Valuation

Education
Brown University   2013 — 2015
A.B, Economics, 4.0

Northwestern University   2011 — 2012
Economics, 3.96

The London School of Economics and Political Science (LSE)

Jack Du Jack Du Providence, Rhode Island Details
Jack Du's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Brown University
Industry Financial Services
Experience
Brown Investment Group  September 2012 - Present
Bank of America Merrill Lynch   June 2015 - August 2015
Brown University Economics Department  July 2014 - May 2015
Brown University Economics Department  June 2013 - September 2014
Deloitte  June 2014 - August 2014
Providence Children's Museum  October 2012 - April 2013

Skills
Research, Matlab, Statistics, Data Analysis, Public Speaking, Microsoft Office, Java, Fundamental Analysis, Economics, Stata, Teaching, Finance

Education
Brown University   2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics-Economics

Plano Senior High School   2010 — 2012

Anmei Zheng Anmei Zheng Greater Boston Area Details
Anmei Zheng's Bank of America Merrill Lynch Experience December 2014 - Present
Job International Client Advising
Industry Financial Services
Experience
Bank of America Merrill Lynch   December 2014 - Present
Cooley Group  June 2013 - June 2014
Cooley Group  May 2012 - June 2013
Smithfield High School  September 2010 - May 2012
Bryant University: US-China Institute   2009 - 2011
AIFS  2007 - 2008

Skills
Learning Quickly, Simultaneous Translation, Data Analysis, Independent Thinking, Market Research, Adobe, Building Relationships, Persuasive Presentations, Creative Solutions, Problem Solving, Work Under Pressure Well, Team Leadership, Always Willing to Learn, EPSS, Works well in a team, Microsoft Office, Internet Explorer, Translation, Analysis, Business Development, International Sales, Microsoft Word, Management, Chinese, Product Development, Marketing Strategy, Time Management, International Business, Microsoft Excel, PowerPoint, Social Media Marketing, Marketing, Human Resources, Event Planning, Mandarin, Salesforce.com, Leadership, Teamwork, Access, Financial Analysis, Social Media, Spanish, Event Management, Cantonese, Marketing Research, China Business..., Chinese culture

Education
Bryant University   2009 — 2013
Bachelor of Arts and Science, Chinese, International Business-Finance

Fudan University   2011 — 2011

Shanghai University of Finance & Economics (Summer 2011)   2011 — 2011

Christopher J. Cassidy Christopher J. Cassidy Boston, Massachusetts Details
Christopher J. Cassidy's Bank of America Merrill Lynch Experience March 2014 - Present
Job Analyst Retail Finance Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   March 2014 - Present
Department of Economic and Community Development, State of Connecticut   May 2013 - August 2013
Pyramis Global Advisors, at Fidelity Investments   May 2012 - August 2012
Arctic Falls Spring Water   June 2011 - August 2011
C&T Firewood   June 2008 - August 2009

Skills
Investments, Banking, Asset Management, Leadership, Social Networking, Business Development, Financial Statement..., Private Equity, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Credit Analysis, Liquidity Analysis, Risk Analysis, PowerPoint, Financial Analysis, DCF Valuation, Credit Risk, Financial Modeling, Credit, Asset Based Lending, Retail Finance

Education
Bryant University   2010 — 2013
Bachelor of Science in Business Administration, Finance and Political Science

University of Central Florida   2009 — 2010

Tolland High School   2005 — 2009

Nancy Ellard Nancy Ellard United States Details
Nancy Ellard's Bank of America Merrill Lynch Experience December 2010 - March 2011
Job Technical Business Analyst at Nielsen
Industry Broadcast Media
Experience
Nielsen  May 2012 - Present
TD Bank Group  March 2011 - May 2012
Bank of America Merrill Lynch   December 2010 - March 2011
Syncro Technology Corp.  March 2010 - June 2010
Sycamore Networks  August 2005 - August 2009
Sycamore Networks (formerly ERI)   2005 - 2009
Automatic Data Processing, Inc  January 2004 - August 2005
Lucent Technologies  December 1995 - October 2002
AT&T  1992 - 1996

Skills
Requirements Gathering, System Requirements, Business Requirements, Quality Assurance, Technical Documentation, Software Documentation, Technical Writing, Telecommunications, Testing, TCP/IP, Product Management, Management, Visio, Leadership, Team Building, Training, XML, FrameMaker, RoboHelp, SharePoint, Jama, Microsoft Office, Microsoft Excel, Microsoft Project, Microsoft Exchange, Microsoft Word

Education
University of Phoenix   2004 — 2009
Bachelor of Science, Information Systems, 3.8

Lucent Technologies Learning Performance Center   1997 — 2001
Project Mgmt.

Brookdale Community College   1998 — 1998
General

Ali Khan Ali Khan New York, New York Details
Ali Khan's Bank of America Merrill Lynch Experience 2011 - 2013
Job Director, Business Intelligence and Analytics at Scholastic
Industry Publishing
Experience
Bank of America Merrill Lynch   2011 - 2013
Liquidnet  2007 - 2010
Morgan Stanley  2005 - 2007
IBM  2000 - 2005
Kroll  1998 - 2000
National Securities  1996 - 1998

Skills
Business Intelligence, Data Warehousing, Databases, Agile Methodologies, Enterprise Architecture, ETL, Data Modeling, SDLC, Software Development, Scrum, DB2, Microsoft SQL Server, Informatica, Reference Data, Business Analysis, IT Strategy, Oracle, MySQL, Sybase, Data Integration, Data Quality, Teradata, Cognos, SQL, Software Project..., PL/SQL, Database Engineering, Database Design, Performance Tuning, Linux, Unix, Big Data, Agile Project Management, SOA, Strategy, Kanban, Offshore Software..., SQL Server, Master Data Management, Analytics, Hadoop, Hive, Lean Thinking, Equity Trading Systems, Scalability, Python, Shell, SAS, R, PHP

Education
Udacity

Coursera

Brunel University London   1992 — 1996
B.Sc. (Hons), Computer Science, Management

Langdon Comprehensive   1990 — 1992
"A" Levels, English Literature, Mathematics, Economics

Tim Forsgren Tim Forsgren Greater New York City Area Details
Tim Forsgren's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Business Development at Qualtrics
Industry Investment Banking
Experience
Qualtrics  September 2015 - Present
Bank of America Merrill Lynch   June 2015 - August 2015
Aegis Capital  May 2014 - August 2014
Columbia West Capital  August 2013 - December 2013
Crewe Capital  April 2013 - August 2013
IndustryPro  January 2013 - April 2013
Chargeback.com  January 2013 - April 2013
Students for Social Innovation   August 2012 - December 2012
Covidien  June 2012 - August 2012

Skills
Statistics, Microsoft Office, Microsoft Excel, Problem Solving, Writing, Technology, Ski, Lacrosse, Finance, Customer Service, Photoshop, Market Research, Hedge Funds

Education
Brigham Young University   2012 — 2016
Sophomore

Brigham Young University   2011 — 2015
Finance

William Bryce William Bryce Greater Los Angeles Area Details
William Bryce's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Master's in Finance Candidate at Claremont McKenna College
Industry Higher Education
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
Riparian Partners, LLC   April 2015 - June 2015
Richline Group, a Berkshire Hathaway Company  October 2014 - February 2015
Astrodyne TDI  May 2014 - August 2014
State Street Global Advisors  June 2013 - August 2013

Skills
Management, Microsoft Excel, Market Research, Customer Service, Spanish, Bloomberg, German, Business Strategy, Fixed Income, Equities, ITAR, Strategic Planning, Competitive Analysis, Pricing Strategy, FactSet, PowerPoint, Microsoft Office, Teamwork, Time Management, Leadership, Analysis, Due Diligence, Financial Modeling, Financial Statement...

Education
Claremont McKenna College
Master of Arts (M.A.), Finance

Bryant University
Bachelor of Science (B.S.), International Business; Finance

Universidad de Salamanca   2013 — 2013
Study Abroad, International Courses

Steven M. Bow Steven M. Bow Greater New York City Area Details
Steven M. Bow's Bank of America Merrill Lynch Experience September 2014 - Present
Job Assistant Vice President, Campus Strategy Recruiter at Bank of America Merrill Lynch
Industry Human Resources
Experience
Bank of America Merrill Lynch   September 2014 - Present
Bloomingdale's  October 2012 - September 2014
NBCUniversal, Inc.   April 2011 - October 2012
McCann Erickson  November 2010 - April 2011
McCann Erickson  March 2010 - November 2010
Target  July 2008 - April 2009
Target  July 2007 - September 2007
Target  June 2006 - August 2006

Skills
Leadership, Talent Acquisition, Management, Social Media, Recruiting, Diversity & Inclusion, Corporate Communications, Onboarding, Competitive Analysis, Marketing, Personnel Management, Diversity Reporting, Cross-functional Team..., CRM, Internal Communications, Employee Engagement

Education
Brown University   2004 — 2008
BA, American Civilization, Hispanic Studies

Universidad de Chile   2007 — 2007
n/a, History, Journalism, Government

King Chun Hung King Chun Hung San Francisco Bay Area Details
King Chun Hung's Bank of America Merrill Lynch Experience September 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2014 - Present
Global Financial Advisors  September 2012 - December 2014
CFA Institute  December 2013 - February 2014
Alta Capital Management  June 2013 - August 2013
Beneficial Financial Group  September 2012 - May 2013
Yves Rocher  May 2009 - May 2010

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income

Education
Brigham Young University
B.S, Business Management, Finance

Harvard University

Steven Cutler Steven Cutler Greater New York City Area Details
Steven Cutler's Bank of America Merrill Lynch Experience 2004 - 2006
Job Head of Business Development & Corporate Strategy at iHeartMedia, Inc.
Industry Venture Capital & Private Equity
Experience
iHeartMedia, Inc.   December 2010 - Present
Pilot Group   May 2006 - Present
Bank of America Merrill Lynch   2004 - 2006
Jupiter Media Metrix  1998 - 2001

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Business

University of Shanghai for Science and Technology   1997 — 1998
Chinese Language

Brown University   1993 — 1997
BA

Katherine Ullucci Katherine Ullucci Greater Boston Area Details
Katherine Ullucci's Bank of America Merrill Lynch Experience December 2010 - April 2012
Job Retail Intermediary Client Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2012 - Present
Bank of America Merrill Lynch   December 2010 - April 2012
Citizens Bank  February 2007 - December 2010

Skills
Series 24, Series 7, Series 65, Series 63, Mutual Funds, Investments, Fixed Income, Asset Allocation, Securities, Financial Analysis

Education
Bryant University   2003 — 2006
MBA, Finance

University of Vermont   1996 — 2000
Bachelor of Arts, Political Science

Wachusette Regional   1992 — 1996

Chandra Metzler Chandra Metzler Greater New York City Area Details
Chandra Metzler's Bank of America Merrill Lynch Experience 2009 - 2011
Job
Industry Investment Management
Experience
QVT Financial LP - Alternative Asset Management   2013 - Present
AIG  2011 - March 2013
Bank of America Merrill Lynch   2009 - 2011
Deutsche Bank Securities  2002 - 2009
JP Morgan  2000 - 2002
J.P. Morgan   1995 - 1999

Education
New York University   1997 — 2002
Masters, Economics

Brown University   1991 — 1995
BS, Economics - Applied Math, International Development Studies

Stuyvesant High School   1988 — 1991

Lucy Heath Lucy Heath Carolina, Rhode Island Details
Lucy Heath's Bank of America Merrill Lynch Experience 2008 - 2012
Job Growing my Professional Development, I'm currently attending classes at Bryant University for Human Resource Management.
Industry Financial Services
Experience
IBM/CVS   August 2013 - March 2015
Bank of America, Merrill Lynch  2008 - 2012
Bank of America  2005 - 2008
Bank of America  2004 - 2005
FleetBoston Financial  1995 - 2004
Fleet National Bank  1992 - 1995
Fleet National Bank/Industrial National Bank   1981 - 1992

Skills
Banking, Process Improvement, Leadership, Finance, Management, Team Building, Performance Management, Team Leadership, Auditing, Software Documentation, Training, Mergers & Acquisitions, Risk Management, Policy, CRM, Portfolio Management, Compliance, Operational Risk..., Motivational Speaking, Visio, Strategic Planning, Credit, Executive Management, Six Sigma, Loans, Policy & Procedure..., Management Reporting, Building Customer..., Risk Assessment, Employee Training, Training Delivery, Financial Accounting, Internal Controls, Internal Audit, Commercial Lending, Analysis, Financial Services, Microsoft Word, Excel,..., Microsoft Excel, Commercial Banking, Financial Risk, Change Management, Account Reconciliation, Business Analysis, Financial Analysis, Customer Satisfaction, Team Development, Strong Oral & Written..., Identifying Technology..., HR Documentation

Education
Bryant University   2013 — 2014
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General

Roger Williams University   1979 — 1980
Computer Science & Finance

Davis Esplin Davis Esplin Sandy, Utah Details
Davis Esplin's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   June 2015 - Present
Brigham Young University  January 2013 - December 2014
Huntsman  July 2014 - August 2014

Skills
Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Teaching, Data Analysis, Higher Education, Management

Education
Brigham Young University - Marriott School of Management   2009 — 2015
Bachelor of Finance

BYU Jerusalem   2013 — 2013

Kipp Muir Kipp Muir Orange County, California Area Details
Kipp Muir's Bank of America Merrill Lynch Experience June 2008 - August 2008
Job Attorney
Industry Law Practice
Experience
SMITH LC   December 2014 - Present
Kunzler Law Group  September 2013 - April 2014
Pia Anderson Dorius Reynard and Moss  May 2013 - July 2013
Call & Jensen  June 2012 - August 2012
Smith-LC   May 2012 - June 2012
Orange County District Attorney  June 2010 - August 2010
Brigham Young University  September 2008 - April 2010
Bank of America Merrill Lynch   June 2008 - August 2008

Education
Brigham Young University—J. Reuben Clark Law School   2011 — 2014

Brigham Young University   2005 — 2011
B.A., Economics

Eric Rodriguez Eric Rodriguez Greater Los Angeles Area Details
Eric Rodriguez's Bank of America Merrill Lynch Experience July 2013 - July 2014
Job Term Member at Council on Foreign Relations
Industry International Affairs
Experience
Council on Foreign Relations  June 2014 - Present
Bank of America-Merrill Lynch  July 2013 - July 2014
Brown University  May 2010 - 2013
Bank of America  June 2012 - August 2012
California Department of Social Services  October 2008 - June 2011
Executive Fellowship Program, California Department of Social Services   October 2008 - August 2009
Stanford Law School  June 2008 - August 2008
Office of United State Senator Jack Reed   January 2008 - June 2008
Pioneer High School AVID Program   September 2005 - May 2006
United States Army Reserve  October 2001 - October 2005

Skills
Public Policy, Policy Analysis, Politics, International Relations, Stata, Community Outreach, Non-profits, Political Campaigns, International..., Political Science, Foreign Policy, Research, Government, Nonprofits, Qualitative Research, Grant Writing, Legislative Relations, Grants, Program Evaluation, Economic Development

Education
Harvard University   2011 — 2013
MPP, International Trade and Finance

Brown University
B.A., International Relations

University of California, Berkeley   2007 — 2007
Public Policy and International Affairs (PPIA)

Steven Zhu Steven Zhu Greater New York City Area Details
Steven Zhu's Bank of America Merrill Lynch Experience 2002 - 2012
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America  2013 - Present
Morgan Stanley  2012 - 2013
Bank of America Merrill Lynch   2002 - 2012
Bank of America  2009 - 2009
Bank of America  2003 - 2009
Financial Institutions  1993 - 2003

Skills
Market Risk, Derivatives, Commodity, Fixed Income, Hedging, Commodity Markets, Quantitative Finance, Financial Risk, Basel II, Interest Rate..., Credit Risk, Counterparty Risk, Portfolio Management, Risk Management, VAR, FX Options, Trading

Education
MIT Sloan School of Management   1992 — 1993
Visiting Scholar in Financial Economics

Brown University
PhD, Division of Applied Mathematics

Case Western Reserve University
M.S, Operations Research

Peking University
Bachelor of Science (B.S.), Mathematics

Justin Kerestes Justin Kerestes Greater Philadelphia Area Details
Justin Kerestes's Bank of America Merrill Lynch Experience July 2014 - Present
Job Technical Project Manager at Merrill Lynch
Industry Higher Education
Experience
Bank of America Merrill Lynch   July 2014 - Present
University of Pennsylvania  May 2013 - July 2014
University of Pennsylvania  December 2010 - May 2013
University of Pennsylvania  May 2009 - December 2010

Skills
System Administration, Operating Systems, Network Administration, IT Service Management, Python, Data Analysis, HTML, Project Management, IT Strategy, CSS, Information Security, Leadership, JavaScript, Desktop Administration, C++, PHP, Web Design, Java, PostgreSQL, Customer Satisfaction, Higher Education, Microsoft Office, Public Speaking, Research, Agile Methodologies, Waterfall Methodologies

Education
University of Pennsylvania   2012 — 2014
Master of Science (M.S.), Computers and Information Technology

Brown University   2004 — 2009
B.A., Economics

Corey Schwartz Corey Schwartz New York, New York Details
Corey Schwartz's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock  January 2014 - Present
BlackRock  August 2011 - December 2013
Bank of America Merrill Lynch   June 2010 - August 2010

Education
Brown University   2007 — 2011
A.B., Economics

Eugene (Gene) Seguin Eugene (Gene) Seguin Providence, Rhode Island Area Details
Eugene (Gene) Seguin's Bank of America Merrill Lynch Experience October 1997 - Present
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   October 1997 - Present
Blue Cross & Blue Shield of Rhode Island  March 1985 - October 1997
Paul Revere Insurance  March 1984 - March 1985
Metropolitan Property and Casualty Insurance Company  April 1979 - March 1984
Travelers Insurance  September 1977 - April 1979

Skills
Process Improvement, SDLC, Vendor Management, Project Portfolio..., Banking, Integration, Risk Management, Business Analysis, Financial Analysis

Education
Bryant University   1998 — 2000
Computer Information Systems, Project Management

Providence College   1973 — 1977
BS, Accounting

Bishop Hendricken High School   1969 — 1973

Alan Ricker Alan Ricker Charlotte, North Carolina Details
Alan Ricker's Bank of America Merrill Lynch Experience April 2011 - Present
Job Corporate Investment Group
Industry Banking
Experience
Bank of America  May 2014 - Present
Bank of America Merrill Lynch   April 2011 - Present
Sole Proprietor Venture   September 2007 - December 2009
Dish One Satellite LLC   January 2008 - April 2008
The Church of Jesus Christ of Latter - day Saints  September 2005 - September 2007

Education
Brigham Young University - Idaho   2007 — 2011
Bachelor of Science, Financial Economics; Business: Entrepreneurship and Communications

Bradford Walker Bradford Walker San Francisco, California Details
Bradford Walker's Bank of America Merrill Lynch Experience July 2013 - Present
Job Director, Public Finance at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2013 - Present
BMO Capital Markets  2009 - July 2013
Goldman, Sachs & Co.   July 2007 - January 2009
Goldman, Sachs & Co.   July 2003 - July 2007
Moffatt & Nichol  June 2002 - August 2002
U.S. House of Representatives   September 2001 - December 2001
Church of Jesus Christ of Latter-Day Saints  October 1997 - October 1999

Education
Brigham Young University   1999 — 2002
Bachelor of Arts, Economics and Business Management

Taylor Stratton Taylor Stratton Houston, Texas Area Details
Taylor Stratton's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Analyst at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2014 - Present
Brigham Young University  May 2013 - April 2014
Global Financial Advisors, Inc.   January 2012 - April 2014
Bank of America Merrill Lynch   June 2013 - August 2013
DFP Advisors   April 2012 - August 2012
CFOwise   June 2011 - May 2012
Cloud Capital   May 2011 - June 2011
University Impact Fund  January 2011 - June 2011
Husch Blackwell (formerly Jacobs Chase)   September 2010 - June 2011
Torreon, Mexico   July 2008 - July 2010

Skills
Team Building, Bloomberg, Budgets, Financial Modeling, Valuation, Finance, DCF, Accounting, Investments, Equities, Analysis, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Corporate Finance, Risk Management, Business Valuation, Forecasting, Equity Valuation, Due Diligence, Financial Accounting, Leadership, Data Analysis, Business Strategy, Microsoft Office, Investment Banking, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, VBA, Capital Markets, Asset Management, Financial Reporting, Financial Statement..., Strategic Financial...

Education
Brigham Young University   2011 — 2014
Bachelor of Science, Finance

Alexa Baggio Alexa Baggio Boston, Massachusetts Details
Alexa Baggio's Bank of America Merrill Lynch Experience July 2009 - July 2011
Job Hired Hustle @ 2020 Inc.
Industry Consumer Services
Experience
2020 On-site Optometry   January 2014 - Present
PERKS Convention   March 2014 - Present
House of Genius  July 2014 - Present
Brown University Women In Business   September 2008 - Present
Greener Pastures   December 2013 - April 2014
Axial Inc  July 2011 - November 2013
The Roger   August 2011 - August 2012
Bank of America Merrill Lynch   July 2009 - July 2011
WBRU 95.5FM   January 2006 - July 2009
Brain Enhancement Services   September 2008 - January 2009

Skills
Excel, Financial Analysis, Financial Modeling, Salesforce.com, Strategic Planning, Business Strategy, Sales Operations, Direct Sales, Pitching, Product Design, Product Development, Data Analysis, PowerPoint, SPSS, SAS, Team Leadership, Organizational..., Sales & Marketing..., Graphic Design, Investment Banking, Sales, Microsoft Excel, Web Design, Capital Markets, Business Development, Leadership, Private Equity, Management, Investments, Mergers & Acquisitions, Nonprofits, Venture Capital, Marketing, Business Planning, Press Releases

Education
Brown University   2005 — 2009
Bachelor of Arts (B.A.) with Honors, Commerce, Organizations and Entrepreneurship

Southern Lehigh High School, Center   2001 — 2005

Alison Bianco Alison Bianco Greater New York City Area Details
Alison Bianco's Bank of America Merrill Lynch Experience May 2013 - August 2013
Job Merrill Lynch Alternative Investments
Industry Financial Services
Experience
Merrill Lynch Alternative Investments   August 2014 - Present
Bank of America Merrill Lynch   May 2013 - August 2013
ING DIRECT Australia  February 2013 - April 2013
Merrill Lynch  May 2012 - August 2012
Christie's  June 2011 - August 2011
Merrill Lynch  June 2010 - August 2010

Skills
PowerPoint, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel

Education
Bucknell University   2010 — 2014
Bachelor of Science (B.S.), Economics

The Hotchkiss School   2007 — 2010

Jeremy Burgon Jeremy Burgon Charlotte, North Carolina Area Details
Jeremy Burgon's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Vice President Energy & Power
Industry Investment Banking
Experience
Wells Fargo Securities  March 2015 - Present
Wells Fargo Securities  July 2011 - February 2015
BYU Cougar Capital  April 2010 - April 2011
Bank of America Merrill Lynch   June 2010 - August 2010
Venture Returns, Inc.   April 2008 - August 2009
Zions Bank  April 2007 - July 2009
3form  December 2005 - April 2007

Skills
Financial Analysis, Financial Modeling, Accounting, Venture Capital, Analysis, Business Analysis, Business Strategy, Capital Markets, Due Diligence, Finance, Financial Reporting, Investment Banking, Investments, Microsoft Excel, Sales, Strategic Planning, Valuation, Corporate Finance, Portfolio Management, Private Equity, Leadership, Strategy, Mergers & Acquisitions

Education
Brigham Young University   2009 — 2011
MBA, Finance

University of Utah - David Eccles School of Business   2003 — 2005
Bachelor of Science, Finance

BYU-Hawaii   2002 — 2002

Hillcrest

Hunter Thunell Hunter Thunell San Antonio, Texas Area Details
Hunter Thunell's Bank of America Merrill Lynch Experience May 2010 - April 2013
Job Manager Corporate Development at NuStar Energy L.P.
Industry Oil & Energy
Experience
NuStar Energy L.P.   October 2014 - Present
Bank of Tokyo-Mitsubishi UFJ  April 2013 - October 2014
Bank of America Merrill Lynch   May 2010 - April 2013
Endurance  May 2008 - August 2009

Skills
Oil & Gas Industry, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Microsoft Office, Bloomberg, Capital IQ

Education
Brown University   2006 — 2010
A.B., International Relations

Phillips Academy Andover   2003 — 2006

Francesca McDonnell Francesca McDonnell Greater New York City Area Details
Francesca McDonnell's Bank of America Merrill Lynch Experience 2006 - 2010
Job Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  April 2011 - Present
Bank of America Merrill Lynch   2006 - 2010
Bank of America  2004 - 2006
Sports Mondial of America   2001 - 2004
Sports Mondial of America   2000 - 2001

Education
Brunel University London
Bachelor of Science Honor Degree, Sport Science and Business Management

Nate Hughes Nate Hughes San Francisco Bay Area Details
Nate Hughes's Bank of America Merrill Lynch Experience May 2010 - Present
Job VP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   May 2010 - Present
Ray, Foley, Hensley & Co., PLLC   January 2010 - April 2010
Macquarie Bank  January 2008 - December 2008
LaSalle Bank  August 2004 - December 2007
Chicago Council on Global Affairs  February 2004 - June 2004

Skills
Investments, Capital Markets, Financial Modeling, Financial Services, Investment Banking, Structured Finance, Banking, Due Diligence, Mergers & Acquisitions, Finance, Venture Capital, Financial Analysis, Management, Portfolio Management, Credit, Credit Analysis

Education
Brown University   1999 — 2003
BA

Stockholms universitet   2001 — 2002
Study Abroad

Punahou School   1985 — 1999
Diploma

University of Kentucky

Reggie Woods Reggie Woods Greater Seattle Area Details
Reggie Woods's Bank of America Merrill Lynch Experience October 2013 - Present
Job Director Wealth Management and Investments
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2013 - Present
The Fitting Studio   January 2010 - December 2013
Merrill Lynch  August 2011 - October 2013
Merrill Lynch Global Wealth Management  June 2007 - July 2011
Merrill Lynch  May 2006 - June 2007
Wells Fargo Bank  June 2003 - June 2005
TSN Labs, Inc   February 2002 - June 2004

Skills
Investments, Portfolio Management, Investment Banking, Strategy, Finance, Asset Allocation, Management, Marketing, Financial Modeling, Financial Analysis, Sales Management, Sales, Valuation, Series 7, Due Diligence, Strategic Financial..., Wealth Management, Executive Management, Alternative Investments, Asset Management, Business Strategy, Corporate Finance, Entrepreneurship, Management Consulting, Mergers, Private Equity, Start-ups, Training, Venture Capital

Education
Brigham Young University   2003 — 2007
BS, Economics

Carey Tushin Carey Tushin Orange County, California Area Details
Carey Tushin's Bank of America Merrill Lynch Experience June 2011 - Present
Job Senior Project Manager at Capital Group
Industry Banking
Experience
Capital Group  June 2014 - Present
Bank of America Merrill Lynch   June 2011 - Present
Bank of America Merrill Lynch   September 2008 - May 2011
Bank of America Merrill Lynch   October 2006 - September 2008
Intrasphere Technologies  October 2003 - September 2006
Accenture  September 1998 - October 2002

Skills
Vendor Management, IT Strategy, Business Analysis, SDLC, Business Process..., PMO, Project Portfolio..., Program Management, Outsourcing, Management Consulting, Strategy, Business Process, Business Intelligence, Business Transformation, CRM, Change Management, System Migration

Education
Bucknell University   1994 — 1998
Bachelor of Arts (BA), Economics and French

Eren Rosenfeld Eren Rosenfeld United States Details
Eren Rosenfeld's Bank of America Merrill Lynch Experience January 2010 - December 2014
Job Leadership Development
Industry Financial Services
Experience
BlackRock  January 2015 - Present
Bank of America Merrill Lynch   January 2010 - December 2014
Merrill Lynch  December 2005 - February 2009
Accenture  1992 - 2005
Andersen Consulting  1992 - 2000

Education
Brown University   1988 — 1992

Nightingale-Bamford   1978 — 1988

Pauline Tautu Pauline Tautu New York, New York Details
Pauline Tautu's Bank of America Merrill Lynch Experience June 2013 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2013 - Present
Bank of America Merrill Lynch   September 2006 - Present
Quiksilver  April 2004 - April 2006
Gap Inc.  April 2002 - April 2004

Skills
Excel, Word, Customer Service, Customer Relations, Research, PowerPoint, Internet, Public Speaking, Microsoft Word, Microsoft Excel, Access, Outlook, Teamwork, Sales, Project Management, Time Management, Financial Analysis, Microsoft Office, Banking, Data Entry, Process Improvement, Administrative..., Leadership, Program Management, Event Planning, Social Networking, Marketing, Employee Relations

Education
Brigham Young University - Hawaii   1981 — 1997
Bachelor of Science, Hospitality and Tourism Management

Kahuku High School

Manjula Somasundaram Manjula Somasundaram Greater New York City Area Details
Manjula Somasundaram's Bank of America Merrill Lynch Experience 2003 - 2006
Job Director at UBS
Industry Financial Services
Experience
UBS  employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities  2003 - 2006
Bank of America  2003 - 2006
Bank of America  2003 - 2006
Bank of America Merrill Lynch   2003 - 2006
Goldman Sachs  1997 - 2003
Morgan Stanley  1995 - 1997

Education
Rensselaer Polytechnic Institute   1990 — 1995
PhD, Applied Mathematics

Brown University   1983 — 1987
Sc. B, Applied Mathematics

The University of Chicago

Connie Wright Connie Wright Greater Boston Area Details
Connie Wright's Bank of America Merrill Lynch Experience June 2010 - May 2012
Job Senior Release and Problem Manager at Scholastic
Industry Information Technology and Services
Experience
Scholastic  May 2012 - Present
Bank of America Merrill Lynch   June 2010 - May 2012
Fidelity Investments  May 2008 - February 2010
Fidelity Investments  May 2006 - April 2008
Putnam Investments  1995 - 2003

Education
Brown University
ScB, Mathematics

David Spring David Spring Greater New York City Area Details
David Spring's Bank of America Merrill Lynch Experience April 2007 - Present
Job Managing Director Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2007 - Present
Morgan Stanley  February 2005 - March 2007
Citigroup Global Corporate and Investment Bank  May 2003 - February 2005
New York Stock Exchange  June 2001 - February 2003
U.S. Department of Justice   January 2000 - May 2001
Kings County District Attorneys Office  November 1994 - December 1999

Skills
Securities

Education
Brooklyn Law School   1987 — 1994

Hayden Duncan Hayden Duncan Greater New York City Area Details
Hayden Duncan's Bank of America Merrill Lynch Experience April 2010 - Present
Job Bank Debt Closer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2010 - Present
One East Partners  December 2007 - April 2010
Barclays Capital PLC   2006 - 2007
JPMorgan  2004 - 2006
JPMorgan Chase Bank  2004 - 2006
JPMorgan Chase  2004 - 2006

Education
Brown University   1998 — 2003

Joanne Ji-eun Park Joanne Ji-eun Park San Francisco Bay Area Details
Joanne Ji-eun Park's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Account Director at Thinkreon
Industry Financial Services
Experience
Thinkreon   2012 - Present
Pharus Advisors, LLC  2011 - 2011
Bank of America Merrill Lynch   June 2010 - August 2010
MagnaChip Semiconductor  May 2008 - June 2009
Sun Korea Electronics, Ltd   August 2007 - March 2008

Skills
Brand Marketing, Product Marketing, Business Strategy, Marketing Strategy, Corporate Development, Merchandising, Marketing, E-commerce, Social Media Marketing, Valuation, Strategy, Corporate Finance, Financial Analysis, Digital Marketing, Management, SEO

Education
Stanford University Graduate School of Business   2009 — 2010
Master of Business Administration (M.B.A.), Did not complete

Brown University   2002 — 2007
Bachelor's Degree, International Relations

Universitat Pompeu Fabra   2005 — 2006

Kristen Fioravanti-Bucci Kristen Fioravanti-Bucci Los Angeles, California Details
Kristen Fioravanti-Bucci's Bank of America Merrill Lynch Experience June 2010 - May 2011
Job Associate at Offit Capital Advisors
Industry Financial Services
Experience
Offit Capital Advisors  May 2013 - Present
APCO Capital/ Strategic Growth Alliance   March 2013 - May 2013
Oppenheimer & Co.   May 2011 - January 2013
Bank of America Merrill Lynch   June 2010 - May 2011
Bank of America Merrill Lynch   August 2009 - June 2010
Bank of America Merrill Lynch   October 2007 - September 2009
The LJ Companies   July 2006 - May 2007
Janney Montgomery Scott  January 2006 - June 2006

Skills
Operations Management, Organization Skills, Strategic Communications, Organizational..., Organizational..., Project Management, Marketing Communications, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, Investments, Equities, Investment Banking, Wealth Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Managment, Series 7, Series 66

Education
Bryant University   2003 — 2007
B.S., Finance

St. Mary's Academy Bay View   1999 — 2003

Katie Koh Katie Koh Greater New York City Area Details
Katie Koh's Bank of America Merrill Lynch Experience July 2011 - June 2012
Job Associate at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management  January 2015 - Present
AQR Capital Management  June 2012 - December 2014
Bank of America Merrill Lynch   July 2011 - June 2012
Brown University  January 2009 - January 2011
The Brown Daily Herald, Inc.   August 2007 - December 2010
Mediacom  June 2010 - August 2010
Mediacom  June 2009 - August 2009

Skills
Financial Modeling, Data Analysis, Economics, Microsoft Excel, Financial Analysis, Corporate Finance, Research, Analytics, PowerPoint

Education
Brown University   2007 — 2011
Bachelor of Arts (B.A.), Organizational Studies

Corinna Bordewieck Corinna Bordewieck Bronx, New York Details
Corinna Bordewieck's Bank of America Merrill Lynch Experience 2009 - 2010
Job Data analysis consultant with World Bank
Industry International Affairs
Experience
The World Bank  June 2013 - Present
Economist Intelligence Unit  March 2013 - March 2014
Last Mile Health (Tiyatien Health)   June 2012 - November 2012
Roubini Global Economics  December 2010 - June 2012
B&M Consultancy   2011 - 2011
Bank of America-Merrill Lynch  2009 - 2010
Merrill Lynch  September 2005 - July 2007
Trace Foundation  2001 - 2003
Chinese Academy of Sciences  2000 - 2001

Skills
Policy Analysis, Macroeconomics, Economics, Emerging Markets, Econometrics, Quantitative Analytics, Research, Fixed Income, Qualitative Research, Economic Research, Bloomberg Terminal, Derivatives, International..., Policy, Stata, Data Analysis, Frontier Markets, Statistics, International Economics, Management, International Relations, Economic Development, Political Risk Analysis, Public Policy, Foreign Policy, Analysis, Qualitative Data...

Education
CFA Institute   2014 — 2014
Passed Level I of the CFA Program

Columbia University - School of International and Public Affairs   2007 — 2009
Master of International Affairs, International Finance and Economic Policy

Brown University   1996 — 2000
Bachelor of Arts, Physics

Stephen Celona III Stephen Celona III Greater New York City Area Details
Stephen Celona III's Bank of America Merrill Lynch Experience June 1999 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 1999 - Present
Bank of America Merrill Lynch   1999 - Present

Skills
Equities, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Equity Research, Institutional Sales, Investment Banking, Investments, Series 7, Fixed Income, Securities, Series 63

Education
Bryant University   1975 — 1979
Bachelor of Science (B.S.), Accounting

Marylee Bingham Marylee Bingham Salt Lake City, Utah Details
Marylee Bingham's Bank of America Merrill Lynch Experience April 2007 - March 2011
Job VP, Letter of Credit Manager at Zions Bank
Industry Financial Services
Experience
Zions Bank  September 2013 - Present
Managed Wealth Financial  November 2012 - September 2013
BANK OF AMERICA MERRILL LYNCH   April 2007 - March 2011
BANK OF AMERICA MERRILL LYNCH   November 1999 - March 2011
US BANK  March 1996 - April 1999
First Security Bank of Utah, N.A.   August 1975 - February 1996

Skills
Banking, Customer Service, Leadership, Microsoft Excel, Accounts Payable, Financial Analysis, Portfolio Management, Loans, Trade Finance, Teamwork, Securities, Analysis, Payments, Risk Management, Business Analysis, Management, Compliance, Credit, Investments, Wealth Management, Training, Series 63, Treasury Management, Cash Management, Account Reconciliation, Retirement Planning, Strategic Financial..., Finance, Equities, Financial Services, Mutual Funds, Financial Planning

Education
Brigham Young University   1973 — 1975
BACHELOR OF ARTS, EDUCATION

Ricks College   1971 — 1973
Associates, General

Spencer Thwaytes Spencer Thwaytes Greater Denver Area Details
Spencer Thwaytes's Bank of America Merrill Lynch Experience March 2014 - Present
Job Senior Vice President Global Commercial Banking at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   March 2014 - Present
Bank of America Merrill Lynch   July 2011 - March 2014
Bank of America Merrill Lynch   August 2007 - June 2011
SunTrust Bank  January 2006 - August 2007
Ernst & Young  September 2003 - January 2006
PriceWaterhouseCoopers  January 2002 - April 2002

Skills
Corporate Finance

Education
Columbia University - Columbia Business School   2010 — 2012
Master of Business Administration (MBA), Accounting and Finance

University of Florida   2001 — 2003
Bachelor of Science, Accounting

Brigham Young University - Idaho   1998 — 2000
Associate of Arts, Accounting

Matthew Welling Matthew Welling Salt Lake City, Utah Details
Matthew Welling's Bank of America Merrill Lynch Experience June 2014 - August 2015
Job Vice President at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors  August 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2015
The Wharton School  August 2012 - May 2014
PIMCO  June 2008 - June 2012
Citi  May 2006 - June 2008

Skills
Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, Derivatives, Investment Management, Asset Allocation, Series 7, Credit, Risk Management, Alternative Investments, Mutual Funds, Equities, Capital Markets, Securities, Corporate Finance, Equity Research, Investment Banking, Investment Strategies, Finance, Bonds, Credit Analysis, Financial Services, Options, Financial Markets, Investment Advisory, Financial Advisory, Business Valuation, Financial Structuring, Credit Risk, Corporate Development, Equity Valuation, Financial Risk, Mergers, Series 66, Asset Management

Education
University of Pennsylvania - The Wharton School   2012 — 2014
MBA, Finance, Real Estate

Brigham Young University
Bachelor of Science - Marriott School of, Finance

Megan Sinkus Megan Sinkus Greater New York City Area Details
Megan Sinkus's Bank of America Merrill Lynch Experience November 2009 - Present
Job VP, Risk Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch   November 2009 - Present
Bank of America Merrill Lynch   January 2009 - October 2009
Merrill Lynch  November 2004 - December 2008
Merrill Lynch  February 2003 - November 2004
Merrill Lynch  April 2001 - February 2003
Merrill Lynch  November 1999 - April 2001
Merrill Lynch  March 1999 - November 1999
Merrill Lynch  September 1997 - March 1999
John Hancock Funds  September 1996 - July 1997
Putnam Investments  April 1995 - September 1996

Skills
Risk Management, Financial Risk, Auditing, Risk Assessment, Internal Controls, Equities, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Managment, Derivatives, Wealth Management, Securities, Financial Services, Series 7, Mutual Funds

Education
Bryant University   1990 — 1994
BS, Finance

Seton Hall University
MBA, Finance

Chris Long Chris Long Greater New York City Area Details
Chris Long's Bank of America Merrill Lynch Experience August 2007 - November 2010
Job Partner at KPMG
Industry Financial Services
Experience
KPMG  October 2014 - Present
KPMG  January 2013 - Present
Merrill Lynch  September 2010 - December 2012
Bank of America Merrill Lynch   August 2007 - November 2010
Merrill Lynch  January 2005 - August 2007
Accenture  August 1995 - December 2004

Skills
Capital Markets, IT Strategy, Risk Management, Project Management, Trading Systems, PMO, Portfolio Management, Management, Leadership, Integration, Investment Banking, Banking, Business Analysis, Business Transformation, Emerging Markets, Equities, Financial Services, Derivatives, Finance, Fixed Income, Governance, Management Consulting, SDLC

Education
Brunel University London   1991 — 1995
B. Eng Hons, Engineering & Management

Luis Elguera Jr. Luis Elguera Jr. Greater New York City Area Details
Luis Elguera Jr.'s Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
PcCareSupport  March 2014 - July 2014
Centro Hispano Utah   March 2014 - July 2014
Arbor Advisors  September 2013 - January 2014
Bank of America Merrill Lynch   June 2013 - August 2013
RPM Revenue Drivers, LLC.   December 2012 - April 2013
Ensign Peak Advisors  August 2012 - December 2012
Vivint  July 2011 - August 2012
Beneficial Financial Group  January 2012 - April 2012
Centro Hispano Utah   May 2011 - July 2011

Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis

Education
Brigham Young University   2010 — 2014
Bachelor of Science, Finance

Colegio America; Bellavista, Peru   1991 — 1999

SEO

Nana Ama Adom-Boakye Nana Ama Adom-Boakye Clarksville, Maryland Details
Nana Ama Adom-Boakye's Bank of America Merrill Lynch Experience June 2003 - August 2003
Job Director at Bricks 4 Kidz
Industry Education Management
Experience
Columbia University in the City of New York  June 2011 - August 2013
Columbia University in the City of New York  October 2010 - May 2011
Millennium Development Project (MVP), The Earth Institute   July 2010 - August 2010
International Monetary Fund  October 2005 - October 2007
Bank of America Merrill Lynch   June 2003 - August 2003
MEL Consulting Ltd   June 2002 - August 2002

Skills
Teaching, Education, Program Management, Public Health, Reproductive Health, Africa, Social Entrepreneurship, Nonprofits, Community Outreach

Education
Columbia University in the City of New York   2009 — 2011
MPH, Public Health / Epidemiology

Bryn Mawr College   2000 — 2004
BA Cum Laude, Economics

Wesley Girls High School   1996 — 1998
SSSCE Distinction, Physics, Chemistry, Mathematics

Ron Call Ron Call Greater Los Angeles Area Details
Ron Call's Bank of America Merrill Lynch Experience November 2014 - Present
Job Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   November 2014 - Present
Community Bank  November 2012 - November 2014
Boston Private Bank & Trust Company  May 2011 - November 2012
First Private Bank & Trust  July 2005 - May 2011
Bank of America  1989 - 2003

Skills
Marketing Strategy, Loans, Commercial Mortgages, Leadership, Commercial Lending, Small Business Lending, Real Estate, Banking, Credit, Loan Origination, Mortgage Lending, Asset Based Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Analysis

Education
University of Redlands   1985 — 1986
Bachelor's Degree, Business Administration and Management, General

Brigham Young University   1979 — 1983
Business Administration and Management, General

Christopher Albizu Christopher Albizu Greater New York City Area Details
Christopher Albizu's Bank of America Merrill Lynch Experience October 2010 - October 2012
Job ISDA Subject Matter Expert Financial Markets Services at Genpact Headstrong Capital Markets
Industry Financial Services
Experience
Genpact Headstrong Capital Markets  December 2014 - Present
UnitedLex Corporation  October 2012 - September 2014
Bank of America Merrill Lynch   October 2010 - October 2012
Bank of America Merrill Lynch   January 2008 - October 2010
Law Firms & Financial Institutions   August 2006 - January 2008
Kaye Scholer LLP  September 2002 - June 2006
David A. Kaminsky & Associates PC   May 1999 - June 2001
Office of the U. S. Attorney (E.D.N.Y.)   May 1997 - September 1997
Willkie Farr & Gallagher LLP  June 1994 - July 1996

Skills
ISDA, Hedge Funds, Derivatives, Legal Writing, Dodd-Frank, ISDA negotiations, Project Management, Exception Management, Swaps, Bankruptcy, Litigation Support, Litigation, Collateral Management, Structured Products, Credit Derivatives, Legal Research

Education
Brooklyn Law School   1996 — 1999
JD, Law

Wesleyan University   1989 — 1994
BA, Government (International Politics)

Brooklyn Technical High School   1984 — 1988
Diploma, Aeronautical Engineering

Richard Meister Richard Meister Dallas, Texas Details
Richard Meister's Bank of America Merrill Lynch Experience April 2014 - Present
Job Public Finance Investment Banker
Industry Investment Banking
Experience
Bank of America Merrill Lynch   April 2014 - Present
Bank of America Merrill Lynch   January 2009 - April 2014
Merrill Lynch  March 2003 - January 2009
Walnut Creek Advisors, LLC   June 2001 - March 2003
eBondTrade   October 1999 - June 2001
Goldman Sachs  December 1980 - September 1999
Smith Barney Harris Upham & Co.   May 1979 - December 1980

Skills
Alternative Investments, Asset Management, Bloomberg, Bonds, Business Development, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Equity, Securities, Series 7, Structured Finance, Structured Products, Valuation, Venture Capital

Education
University of Pennsylvania - The Wharton School   1977 — 1979
MBA, Finance and Healthcare

Brown University   1971 — 1975
Public Policy

Joel Soltman Joel Soltman New York, New York Details
Joel Soltman's Bank of America Merrill Lynch Experience July 2009 - April 2011
Job Vice President of Finance at Merx Aviation Finance, LLC
Industry Investment Management
Experience
Merx Aviation Finance, LLC   February 2014 - July 2014
Apollo Global Management LLC  April 2011 - February 2014
Bank of America Merrill Lynch   July 2009 - April 2011
Banc of America Securities LLC  June 2008 - August 2008

Skills
High Yield, Financial Modeling, Due Diligence, Bonds, Debt, Deal Execution, LBO, Investment Banking, Valuation, Private Equity

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2016
Master of Business Administration (M.B.A.)

Brown University   2005 — 2009
Bachelor of Science, Applied Mathematics

University School of Nashville   1999 — 2005

Bradley de Voogd Bradley de Voogd San Francisco Bay Area Details
Bradley de Voogd's Bank of America Merrill Lynch Experience 2012 - 2015
Job Investment Banking at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P.   2015 - Present
Bank of America Merrill Lynch   2012 - 2015
Goldman Sachs  2007 - 2009
Ernst & Young  2004 - 2007

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
MBA

Bucknell University   2000 — 2004
BSBA

The Lawrenceville School   1997 — 2000

Barry Dunn Barry Dunn Waltham, Massachusetts Details
Barry Dunn's Bank of America Merrill Lynch Experience August 2014 - Present
Job Assistant Vice President, Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2014 - Present
Coastal Medical (Contract)   March 2014 - Present
Various Companies  April 2013 - January 2014
Boston Medical Center  January 2013 - March 2013
The Westerly Hospital  August 2012 - December 2012
Southcoast Hospitals Group  August 2011 - February 2012
Lifespan Inc  January 2008 - August 2011
Advanced Financial Services  September 2001 - January 2008
St. Anne's University Hospital   June 2000 - August 2001
Lifespan  February 1992 - June 2000

Skills
Financial Analysis, Healthcare, PeopleSoft, Healthcare Management, Hospitals, Financial Reporting, Revenue Cycle, Medicare, Forecasting, Access, Accounting, Healthcare Information..., Budgets, Analysis, Banking

Education
Bryant College   1980 — 1982
Master of Business Administration (M.B.A.), Business Administration and Management, General

Bryant College   1975 — 1979
Bachelor's degree, Finance, General

Mengfei Xue Mengfei Xue Greater New York City Area Details
Mengfei Xue's Bank of America Merrill Lynch Experience July 2012 - June 2014
Job Analyst at The D. E. Shaw Group
Industry Financial Services
Experience
The D. E. Shaw Group   July 2014 - Present
Bank of America Merrill Lynch   July 2012 - June 2014

Skills
Stata, Equities, Financial Modeling, Bloomberg, Financial Analysis

Education
Brown University   2008 — 2012

Nanjing Foreign Language School

Michael Onkes Michael Onkes Idaho Falls, Idaho Details
Michael Onkes's Bank of America Merrill Lynch Experience January 2011 - June 2013
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial  June 2013 - Present
Bank of America Merrill Lynch   January 2011 - June 2013

Education
Brigham Young University - Hawaii

Peter Dutcher Peter Dutcher Greater Boston Area Details
Peter Dutcher's Bank of America Merrill Lynch Experience February 2012 - Present
Job Experienced Financial Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2012 - Present
CUNA Mutual Group  January 2006 - September 2010
Edward Jones  March 1999 - December 2005

Skills
Retirement Planning

Education
Bryant University   1986 — 1990
BS, Business Administration

Ruben Cotti-Lowell Ruben Cotti-Lowell New York, New York Details
Ruben Cotti-Lowell's Bank of America Merrill Lynch Experience June 2014 - Present
Job Senior Associate at KPMG EVS
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2014 - Present
KPMG EVS   July 2011 - May 2013
Trillium Trading, LLC  September 2006 - March 2010

Skills
Valuation, Financial Modeling, Chess, Rebuilding Classic Cars, Financial Markets, Finance, Equities, Fixed Income, Economics, Derivatives, Trading Strategies, Statistics, Bloomberg, Management Consulting, Capital Markets, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis

Education
MBA Candidate at the Tuck School of Business at Dartmouth   2013 — 2015
MBA, General Management

Simon Business School   2010 — 2011
MA, Finance

Brown University   2002 — 2006
BA, Business Economics

Thomas Soffe Thomas Soffe Lehi, Utah Details
Thomas Soffe's Bank of America Merrill Lynch Experience February 2013 - Present
Job Registered Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2013 - Present
JPMorgan Chase  June 2012 - February 2013
Pro Unlimited- Novell   August 2011 - June 2012
JPMorgan Chase  June 2011 - August 2011
Mark Steel Jewelry   January 2000 - June 2011
The Church of Jesus Christ of Latter-day Saints  August 2007 - August 2009
Nuskin Enterprises  January 2006 - May 2006

Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Handmade Jewelry, Financial Statement..., Debt Structuring, Industry Analysis, Collateral Analysis, A/R Collections, Customer Service, Training, Languages, Microsoft Excel, Microsoft Word, Microsoft Powerpoint

Education
Brigham Young University   2009 — 2012
Bachelor of Science, Business Management-Finance

Brigham Young University   2007 — 2012
Bachelor of Science (BS), Business Management, Finance Emphasis

David Liebenstein David Liebenstein Greater New York City Area Details
David Liebenstein's Bank of America Merrill Lynch Experience September 2012 - Present
Job Attorney at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch   September 2012 - Present
Haynes and Boone, LLP  January 2008 - September 2012

Skills
Commercial Litigation, Bankruptcy, Litigation, Corporate Law, Legal Research, Securities Regulation, Legal Writing, Business Litigation, Civil Litigation

Education
Brooklyn Law School   2003 — 2006
J.D., Law

Christopher Reino Christopher Reino West Babylon, New York Details
Christopher Reino's Bank of America Merrill Lynch Experience November 2012 - Present
Job Assistant Vice President, FSA at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   November 2012 - Present
North Shore Financial Group An Office of MetLife  December 2010 - Present

Education
Bryant University   2006 — 2010
BSBA, Finance, Legal Studies

Kewang Jin Kewang Jin New York, New York Details
Kewang Jin's Bank of America Merrill Lynch Experience July 2015 - Present
Job Quant, AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
University of Illinois at Urbana-Champaign  September 2013 - July 2015
ETH Zurich  September 2011 - September 2013

Skills
Matlab, Science, LaTeX, Mathematica, Physics

Education
Brown University   2005 — 2011
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics

Eric Wilderman Eric Wilderman Jacksonville, Florida Area Details
Eric Wilderman's Bank of America Merrill Lynch Experience August 2014 - September 2015
Job Staff Accountant
Industry Accounting
Experience
Patrick & Robinson, LLC   September 2015 - Present
Bank of America Merrill Lynch   August 2014 - September 2015
TMX Finance  July 2012 - March 2014
Walgreens  December 2003 - July 2012

Skills
Accounting, Accounts Payable, Accounts Receivable, Payroll, P, Profit, Retail, Inventory Management, Store Management, Customer Service, Forecasting, Account Management, Pricing, Finance, Store Operations, Microsoft Excel, Coaching, Managerial Finance, Sales, Merchandising, Inventory Control, Visual Merchandising, Retail Sales, Financial Analysis, Time Management, Loss Prevention, Recruiting, Hiring

Education
University of North Florida   2015 — 2017
Master's Degree, Accounting

Brigham Young University - Idaho   2000 — 2003
Bachelor's Degree, Business Management with emphasis in Finance, 3.5