Bank of America/Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, NC Parent organization: Bank of America Founded: January 1, 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America/Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America/Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America/Merrill Lynch Employees
Bank of America/Merrill Lynch January 2012 - Present
Bank of America/Merrill Lynch June 2010 - 2012
DRW Trading Group April 2009 - June 2010
Bank of America January 2008 - April 2009
Bank Of America March 2006 - December 2007
Bank Of America April 2003 - March 2006
Bank Of America June 2001 - April 2003
3COM US Robotics & Underwriter Labs 2000 - 2001
media one/TCI/ATT 1999 - 2000
Skills
Project Management, Derivatives, Software Deployment, Team Management, Technical Support, Capital Markets, Trading Systems, Credit Derivatives, Electronic Trading, Equity Derivatives, Middle Office, Interest Rate..., Investment Banking, Business Analysis, Equities, Trading, Investments, Financial Risk, Rates, Fixed Income, Structured Products, Options, Analysis, Financial Services, Portfolio Management, Market Data, Banking, Swaps, Back Office, Emerging Markets, Strategy, Valuation, Finance, FX Options, Bloomberg, Credit, Financial Markets
Education
Northwestern University 2008 — 2010
MSC, Systems Strategy, Management & Communications
University of Illinois at Chicago 2003 — 2007
BA, Political Science, History
Saint Mary's
Shell Trading November 2013 - Present
Bank of America/Merrill Lynch July 2008 - October 2013
Global Energy Capital L.P July 2007 - June 2008
Merrill Lynch May 2007 - August 2007
Chicago Bridge & Iron Company June 2005 - August 2006
Lincoln Electric June 2002 - June 2005
Skills
Commodity, Options, Financial Modeling
Education
Market Technicians Association 2011 — 2012
Chartered Market Technician
CFA Institute 2007 — 2009
Chartered Financial Analyst
Rice University - Jesse H. Jones Graduate School of Management 2006 — 2008
MBA, FINANCE
The Ohio State University 2000 — 2002
MS, Materials Science
Malaviya National Insitute of Technology Jaipur 1996 — 2000
BE, Metallurgical Engineering
Sears Holdings Corporation August 2013 - Present
Venzee Inc. September 2014 - Present
souldangle, Inc. March 2015 - Present
Groupon September 2012 - August 2013
Groupon October 2011 - September 2012
Bank of America/Merrill Lynch November 2009 - June 2011
Bank of America January 2009 - November 2009
pro7 Realty LLC August 2001 - December 2008
Skills
CRM, Strategy, Sales Management, Leadership, Management, Sales, Sales Operations, Cross-functional Team..., Mortgage Lending, Marketing Strategy, Start-ups, Business Development, Negotiation, Wealth Management, Retail, Investments, Strategic Financial..., Real Estate, Relationship Management, Forecasting, Marketing, Customer Service, Coaching, Strategic Partnerships, E-commerce, Asset Management, Portfolio Management, Account Management, Strategic Planning, Selling, Entrepreneurship, P&L Management, Client Relationship..., Global Marketing, International Sales, Finance, Banking, Wealth Management..., Loans, New Business Development, B2B, Asset Managment, Private Wealth..., Global Rollouts, Global Leadership, International..., Six Sigma
Education
Arizona State University 2002 — 2004
Bachelor's of Science, Psychology
Buena High School 1997 — 2001
General
Rudolf-Diesel-Gymnasium, Augsburg, Germany
New York Life Insurance Company May 2014 - October 2014
Liberty Mutual Insurance October 2012 - May 2014
Vantage West Credit Union/ LPL Financial January 2011 - December 2011
Bank of America/Merrill Lynch February 2007 - August 2010
Citizens Investment Services, Inc. June 2001 - February 2007
John Hancock Signature Services, Inc June 2000 - June 2001
John Hancock Signature Services, Inc. September 1996 - June 2000
John Hancock Signature Services, Inc. September 1994 - September 1996
Prudential Insurance Company June 1987 - September 1994
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Series 7, Estate Planning, Customer Relations, Retirement, Life Insurance
Education
Hesser College 1984 — 1987
Associate Degree in Business Administration, Business
Lyris March 2012 - Present
Workday July 2011 - January 2012
Cisco Systems December 2009 - May 2011
Bank of America/Merrill Lynch July 2004 - April 2009
San Mateo County Dept. of Child Support Services June 2002 - January 2004
Skills
Cloud Computing, Windows, Troubleshooting, SaaS, Agile Methodologies, SQL, Java, Linux, Operating Systems, Oracle, XML, Enterprise Software, JavaScript, TCP/IP, Unix, CSS, Salesforce.com, Technical Support, Databases, MySQL, Web Applications, HTML, Leadership, Integration, Management
Education
DeVry University
Bachelor’s Degree, Computer Information Systems
San Jose State University
ML Consulting AVPMerrill Lynch1998 - Present
Merrill Lynch Investment Bank 1998 - Present
Bank of America\Merrill Lynch 1998 - Present
Skills
Capital Markets, Electronic Trading, Equities, Investment Banking, Trading Systems, Market Data, Fixed Income, Business Analysis
Education
Baruch College, City University of New York (CUNY)
Wells Fargo Advisors, LLC December 2012 - Present
Bank of America/Merrill Lynch February 2000 - April 2012
Skills
Mutual Funds, Fixed Income, Securities, Financial Services, Investments, Capital Markets, Bloomberg, Wealth Management, Equities, Bonds, Trading
Education
Central Piedmont Community College
Capital One July 2013 - Present
TIAA-CREF August 2011 - July 2013
GalaxE Solutions February 2011 - August 2011
Bank of America/Merrill Lynch January 2010 - December 2010
BANK OF AMERICA / MERRILL LYNCH July 2009 - December 2009
ACS February 2009 - July 2009
Merrill Lynch July 2008 - January 2009
TIAA-CREF September 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Merrill Lynch July 2006 - December 2006
Skills
JCL, VSAM, CICS, DB2, IBM Mainframe, SDLC, COBOL, TSO, Requirements Analysis, Visio, Data Modeling, Systems Analysis, Software Documentation, Syncsort, Endeavor, Fileaid, REXX
Education
RUTGERS UNIVERSITY 2000 — 2000
NEW YORK UNIVERSITY 1989 — 1990
Diploma, Computer Programming
City University of New York-Queens College 1975 — 1979
Bachelor of Arts (B.A.), Music History, Literature, and Theory
QUEENS COLLEGE - CUNY 1975 — 1979
B.A, Music
Deep Relevance July 2014 - Present
Bank of America/Merrill Lynch 2006 - May 2013
Adwyze Inc. 2004 - 2006
Cold Spring harbor laboratory 2003 - 2005
Institute of Molecular and Cell Biology 2002 - 2003
Collaborative CAD 1999 - 2001
Skills
SDLC, Online Marketing, Business Analysis, Start-ups, Agile Methodologies, Machine Learning, Software Development, Java, Data Mining, Python, Product Management, Software Project..., Cloud Computing, Software Design, Analytics, Business Intelligence, Leadership, Analysis
Education
Massachusetts Institute of Technology 2013 — 2014
Master of Business Administration (MBA), Sloan Fellows Program in Innovation and Global Leadership
National University of Singapore 1998 — 2001
MEngg, Engineering
Indian Institute of Technology, Bombay 1994 — 1998
BTech, Mechanical Engineering
Wells Fargo 2012 - Present
Communications Service, Inc. 2011 - Present
Bank of America/Merrill Lynch October 2007 - 2012
LaSalle Bank, N.A.(acquired by Bank of America in October 2007) November 1997 - October 2007
Comerica Bank March 1984 - November 1997
Education
Marquette University 1979 — 1983
BS, Finance
University of Detroit 1986 — 1988
Master of Business Administration (MBA), Finance
EMPOWER Retirement January 2014 - Present
Bank of America/Merrill Lynch November 2012 - January 2014
MetLife Resources 1994 - 2010
Skills
Retirement, Mutual Funds, Series 7, 65, 24, Series 6, Team Management, Retirement Planning, Series 63, Disability Insurance, Series 7, 401k, Fixed Annuities, Term Life Insurance, Investments, Long-term Care, Asset Allocation, Insurance, Employee Benefits, Strategic Planning, Life Insurance, Wealth Management
Education
Northern Illinois University
BS, Education
Morgan Stanley April 2012 - Present
Marsh & McClennan April 2011 - April 2012
Bank of America/Merrill Lynch 2008 - 2011
Merrill Lynch June 2006 - February 2008
MERRILL LYNCH January 2006 - June 2006
MERRILL LYNCH March 2004 - January 2006
COMPUTERSHARE LTD March 2002 - March 2004
MERRILL LYNCH/COMPUTERSHARE LTD August 2000 - March 2002
MERRILL LYNCH July 1999 - August 2000
MERRILL LYNCH February 1998 - July 1999
Skills
Certified Master Black..., Series 7, Series 63, Certified Black Belt, Banking, Brokerage Operations, Six Sigma, Member, PMI, Brokers, Risk Management, Insurance, Financial Services, Capital Markets, Relationship Management, Securities, Trading, Mutual Funds, Management, Financial Risk, Investments, Financial Analysis, AML, Asset Managment, Fixed Income, Wealth Management, Investment Advisory, Derivatives, Corporate Finance, Retirement Planning, Private Banking, Finance, Asset Allocation, Operational Risk, Retirement, Operational Risk..., Alternative Investments, Financial Modeling, Investment Banking, FINRA, Trading Systems, Options, Wealth Management..., Analysis, Cross-functional Team..., Business Process..., Business Analysis, Strategic Financial..., Financial Markets, 401k, Equity Derivatives
Education
Fordham University 2001 — 2004
MBA, Finance
Rutgers University 1993 — 1997
BA, Economics
Bank of America November 2012 - Present
Bank of America/Merrill Lynch May 2007 - November 2012
Bank of America June 2006 - May 2007
Wolf & Company2006 January 2006 - April 2006
Sovereign Bank2004 - 2005 January 2004 - January 2006
Provident Bank January 2001 - January 2003
New York Life Insurance Company January 2000 - January 2001
U.S. Coast Guard January 1993 - January 1997
Skills
Investments, Fixed Income, Sales, Management, Portfolio Management, Loans, Risk Management, Settlement, Investment Strategies, Financial Services, Bloomberg, Finance, Mutual Funds, Mortgage Lending, Series 63, Securities, Financial Analysis, Trading, Team Building, Program Management, Due Diligence, Series 7, Insurance
Education
Miami University
Miami University
Bachelor of Science, Health
GlobalData September 2015 - Present
IBISWorld July 2014 - September 2015
IBISWorld December 2013 - June 2014
Discovery Data April 2013 - December 2013
Bank of America August 2009 - April 2013
Bank of America/Merrill Lynch August 2009 - May 2011
Pat’s Meat Market June 2007 - August 2009
Birdsall Engineering January 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Alternative Investments, Hedge Funds, Private Equity, Project Management, Sales, Management, Customer Satisfaction, Customer Service, Analysis, Banking, Business Development
Education
Temple University 2005 — 2007
Bachelor of Liberal Arts, Criminal Justice
Brookdale Community College 2003 — 2005
Associate's degree
Red Bank Catholic 1997 — 1999
Mater Dei
Red Bank Catholic
South Shore Financial Consultants, LLC August 2010 - Present
Alzheimer's Association May 2013 - Present
Bank of America/Merrill Lynch October 2005 - August 2010
Sovereign Bancorp October 2003 - October 2005
American Express Financial Advisors May 1999 - October 2003
BankBoston April 1996 - May 1999
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Retirement, Securities, Financial Planners, Financial Advisory, Mutual Funds, 401k Rollovers, Pensions, Financial Goals, Financial Services, Debt Management, Wealth Management..., Investments, Insurance Consulting, Cash Flow, Comprehensive Financial..., Retirement Income..., Comprehensive Wealth..., Cash Flow Management, Small Business..., Fee-Only Financial...
Education
Bentley College 1995 — 1999
Bachelor's, Finance
JPMorgan Chase September 2011 - Present
CMC-Americas, Tata Consulting April 2009 - August 2011
Bank of America/Merrill Lynch 2007 - 2011
Satyam February 2005 - March 2009
Microsoft March 2005 - 2007
Navo Systems November 2003 - January 2005
IIM Ahmedabad February 2001 - October 2003
Skills
SDLC, Microsoft SQL Server, SOA, Requirements Analysis, Software Project..., ASP.NET, Web Services, Solution Architecture, Data Warehousing, Agile Methodologies, Enterprise Architecture, PL/SQL, Business Analysis, .NET, Oracle
Education
Kakatiya University 1998 — 2000
MBA
KNR College
ClubLocal LLC December 2012 - Present
Dana Holding Corporation June 2011 - August 2011
Bank of America/Merrill Lynch June 2010 - August 2010
Draperies and Designs January 2010 - June 2010
Momentum Advertising August 2009 - December 2009
Penson GHCO January 2008 - May 2008
Nexans aeA December 2006 - October 2007
Yazaki North America May 2005 - December 2006
Skills
Forecasting, Financial Analysis, Financial Modeling, Awesomeness, Analysis, Microsoft Excel, Microsoft Office, Project Management, Automotive, Process Improvement, Data Analysis, Business Intelligence, Technical Analysis, Finance, MySQL, Salesforce.com, Apex Programming, E-commerce
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2012
MBA, Finance
Michigan State University
Bachelor of Science, Electrical Engineering
Bank of America/Merrill Lynch August 2011 - January 2012
New York Naval Militia (NYNM) 1996 - 2012
Sparks Consulting Services, Inc. 2006 - 2010
Ernst & Young March 2006 - May 2009
AT&T May 1997 - October 2004
US Navy 1980 - 2000
Skills
Business Continuity..., Project Management, Psychology, Business Continuity, Program Management, Disaster Recovery, IT Management, PMP, Data Center, Vendor Management, ITIL, Risk Assessment, Management, Business Process, Outsourcing
Education
City University of New York
Marketing Management
New York City College of Technology
Electrical Engineering Technology
BNY Mellon February 2014 - Present
Educational Testing Service (ETS) November 2013 - February 2014
UnitedHealth Group August 2012 - May 2013
Financial Industry Regulatory Authority March 2012 - July 2012
Bank of America/Merrill Lynch August 2011 - February 2012
CSI Consulting September 2010 - December 2010
Bank of New York Mellon March 2010 - August 2010
The Bank of New York Mellon 2008 - 2010
The Bank of New York 2006 - 2008
The Bank of New York 2005 - 2006
Skills
Mainframe, SPUFI, IBM Utilities, DFSORT, SDSF, VSAM, Endevor, Fileaid, IMS DB/DC, Syncsort, DB2, JCL, TSO, SDLC, Test Cases, Bug Tracking, End-to-end Testing, White Box Testing, Integration Testing, Defect Tracking, Batch Processing, CICS, ClearQuest, Quality Center, Software Quality..., Quality Assurance, COBOL, Testing, Embedded SQL, Regression Testing, User Acceptance Testing, System Integration..., Unit Testing, Oracle SQL, Toad, Endeavor, Business Requirements, Integration, Manual Testing, SQL, Databases, Oracle, XML, Access, QTP, System Testing, Waterfall, Requirements Gathering, Test Management, Test Strategy
Education
City University of New York-Brooklyn College 1974 — 1979
B.S, Computer and Information Science
Deloitte August 2015 - Present
Accenture August 2012 - July 2015
Accenture June 2011 - August 2012
University of Iowa August 2009 - May 2011
United Stationers June 2010 - August 2010
Bank of America/Merrill Lynch July 2009 - August 2009
Banc of America Investments September 2008 - August 2009
E*TRADE Financial September 2007 - July 2008
E*TRADE Financial September 2007 - July 2008
New York Life March 2005 - March 2006
Skills
Financial Analysis, Portfolio Management, Valuation, Analysis, Equities, Financial Modeling, Finance, Strategic Financial..., Leadership, Corporate Finance, Mutual Funds, Series 7, Bloomberg, Investments, Management Consulting, Financial Planning, Turnaround Consulting, Strategy, Supply Chain Management, SAP Implementation, VBA, Order Fulfillment, Management, Project Management, Consulting, Business Analysis, Analytics, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance & Investments, Marketing
University of North Carolina at Charlotte - Belk College of Business 2008 — 2009
Masters Course Work, Mathematical Finance
Auburn University 1994 — 2007
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch June 2015 - Present
Bank of America/Merrill Lynch June 2014 - June 2015
Bank of America June 2013 - June 2014
Citi June 2008 - June 2013
Skills
Film, Acting, Theatre, Television, Film Production, Stage, Feature Films, Improvisation, Screenwriting, Voice Over, Commercials, Video Production, Drama, Entertainment, Finance, Leadership, Relationship Management, Retail Banking, Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Commercial Banking, Management, Credit Analysis, Risk Management, Financial Analysis
Education
New York University 2014 — 2016
Financial statement Analysts, International/Global Studies
University of Technology 1999 — 2001
Computer Engeneering Technology
Conservatorio Nacional de Música
Paraguayan Harp, Harp
Sagrada Familia
Speedway SuperAmerica LLC November 2011 - Present
U. S. Military Academy October 2006 - Present
Bank of America/Merrill Lynch January 2009 - March 2010
AIG Retirement December 2007 - November 2008
Morgan Stanley and Co., Inc March 2007 - November 2007
Lowe's Home Improvement Warehouse January 2004 - October 2006
Har-Tal, LLC January 2003 - November 2003
FedEx Express July 2000 - March 2002
US Army July 1999 - July 2000
US Army December 1988 - September 1998
Skills
Training, Strategic Planning, Recruiting, Analysis, Program Management, Project Management, Project Planning, Sales, Security Clearance, Management, Leadership, Business Development, Military
Education
United States Military Academy 1984 — 1988
B.S, Mechanical Engineering (Aerospace Engineering)
Colorado State University
Master of Science, Management
HSBC Global Banking and Markets December 2013 - January 2015
Credit Suisse November 2012 - June 2013
Citi April 2011 - May 2011
Bank of America/Merrill Lynch August 2007 - September 2010
UBS Investment Bank October 2003 - May 2006
Goldman Sachs November 2000 - October 2002
KPMG January 1999 - September 1999
Barclays Capital August 1988 - November 1996
Skills
Fixed Income, Equities, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Capital Markets, Trading, FX Options, Options, Alternative Investments, Valuation, Investments, Analysis, Accounting, Equity Derivatives, Bonds, Account Reconciliation, Swaps, Commodity, Financial Services, Credit Derivatives
Education
New York University 2012 — 2014
B.S, Business Administration, Management and Operations
Pace University 2008 — 2008
Finance and Financial Management Services
Borough of Manhattan Community College 1994 — 1997
Liberal Arts and Sciences/Finance
NEW YORK INSTITUTE OF TECHNOLOGY 1990 — 1991
Electromechanical Technology/Electromechanical Engineering Technology
PNC November 2013 - Present
Bank of America March 2012 - September 2013
Bank of America/Merrill Lynch October 2006 - March 2012
Sams Superior Contracting December 2005 - March 2007
Washington Mutual Bank May 2001 - October 2004
Skills
Software Documentation, Loans, Training, Management, CRM, Portfolio Management, Mortgage Lending, Quality Assurance, Customer Service, Risk Management, Salesforce.com, Budgets, Credit, Consumer Lending, Banking
Education
Edinboro University of Pennsylvania
B.S. Business Administration/Marketing, 3.89
Carlynton
Commonfund July 2012 - Present
Leukemia & Lymphoma Society Team in Training May 2005 - October 2014
Broadbill October 2010 - January 2012
Bank of America/Merrill Lynch February 2006 - October 2010
New World Asset Management September 2004 - September 2005
Montgomery Asset Management April 1995 - June 1997
Stratford Advisory Group January 1992 - March 1995
Larrabee Ventures, Inc. June 1989 - October 1990
Roxbury Capital Management June 1987 - June 1989
Mechanics Bank January 1985 - June 1986
Skills
Investments, Portfolio Management, Finance, Asset Allocation, Analysis, Hedge Funds, Program Management, Fundraising, Financial Modeling, Strategic Planning, Marketing, Training, Mergers & Acquisitions, Financial Analysis, Project Management, Public Speaking, Budgets, New Business Development, Asset Management, Risk Management, Research, Sales, Business Development, Due Diligence, Alternative Investments, Accounting, Budget, Access, Microsoft Excel, Nonprofits, Foundations, Endowments, Private Equity, Management, Valuation
Education
Clark University 1985 — 1987
MBA, Marketing
Clark University 1982 — 1986
BA, Mathematics
Convergys January 2013 - Present
NorthgateArinso June 2011 - December 2012
Bank of America/Merrill Lynch October 2008 - June 2011
Caxton Associates September 2000 - October 2008
Princeton University April 1997 - September 2000
Princeton University May 1995 - April 1997
Skills
Solaris, High Availability, Linux, Security, Storage, Troubleshooting, Disaster Recovery, System Administration, Unix, Data Center, IT Management, Veritas Cluster Server, VMware, Business Continuity, Virtualization, Operating Systems, VMware ESX, SAN, Cluster, Storage Area Networks, IT Service Management, Integration, Information Security, System Deployment, Servers, Enterprise Software, ITIL, Outsourcing, Cloud Computing, Netbackup, Program Management, Oracle, Red Hat Linux, Software Documentation, Infrastructure, Business Process, IT Strategy, Windows, Windows Server, Active Directory, Firewalls, DNS, Hardware, Databases, Enterprise Architecture, Architectures, IT Operations
Education
Boston University 2006 — 2011
Master of Science (MS), Computer Information Systems, 4.0
Brigham Young University 1986 — 1989
BS, Math/Physics, 3.88
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Michael Giobbe, LLC June 2012 - Present
DTCC June 2012 - April 2013
Bank of America/Merrill Lynch 2009 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2000 - 2007
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Skills
Financial Analysis, Project Planning, Business Continuity, Operational Risk..., Expense Management, Executive Management, Budgeting, Workouts, Audit Resolution, Litigation Support, Auditing, Project Management, Budgets, Risk Management, PMO
Education
Pace University - Lubin School of Business 1977 — 1981
BBA, Accounting
U.S. Trust Bank of America Private Wealth Management December 2012 - Present
Bank of America/Merrill Lynch August 2011 - December 2012
TD Bank September 2010 - May 2011
Regions Bank January 2010 - September 2010
First Guaranty Bank September 2003 - November 2009
Harford Bank December 2001 - August 2003
Bank of America July 2001 - December 2001
Home Day Care Provider November 1997 - June 2001
Hechinger May 1992 - October 1997
Skills
Account Reconciliation, Credit Cards, Accounts Payable, Auditing, Credit, Deposits, Process Improvement, Banking, Employee Relations, Customer Service, Microsoft Word, Onboarding, Microsoft Excel, Training, Microsoft Office
Education
Harford Community College 1991 — 1992
Candidate, Accounting and Finance
Glasgow High School 1982 — 1986
Diploma, College Prep Courses
Wells Fargo Securities March 2014 - Present
Belttari Information -- Marketing and Financial Data Analysis January 1997 - Present
McKinley Marketing Partners 1997 - Present
Bank of America/Merrill Lynch June 2012 - February 2014
TMNG 2002 - 2010
National Geographic Society 1995 - 1996
Wirthlin Worldwide 1992 - 1995
Wirthlin Worldwide 1992 - 1995
RDA 1986 - 1988
RDA 1986 - 1988
Skills
Direct Marketing, Analytics, Vendor Management, Segmentation, Web Analytics, Analysis, Management, Marketing, Sales, Financial Analysis, Market Analysis, Competitive Analysis, Strategy, CRM
Education
Wayne State University 1989 — 1990
MBA, Concentration -- Finance
Michigan State University
BA
Bank of America/Merrill Lynch March 2013 - February 2014
Bank of America/Merrill Lynch October 2010 - April 2012
Merrill Lynch July 1997 - November 2008
Wakefern Foods November 1996 - July 1997
Prudential Property and Casualty Insurance Co. June 1995 - November 1996
Merrill Lynch March 1992 - June 1995
Carteret Savings Bank June 1989 - March 1992
Skills
MS Project, MS Access, MS Office Suite, SharePoint Server, Knowledge Exchange, CaseManager, Clarity, Adobe Acrobat Pro, Photoshop, HP Quality Center, Rational ClearQuest, Rational RequisitePro, Visio, AFP, CICS, COBOL, DB2, DYL280, Expediter, Ezytrieve, Endevor, Fileaid, HTML, Intertest, JCL, Microfocus, Panvalet, SPUFI, SQL, TSO/ISPF, VSAM, XML, Data Warehousing, SDLC, Requirements Analysis, Software Project..., Business Analysis, Adobe Acrobat, Quality Center, Endeavor, Project Management, Vendor Management, Program Management, Quality Assurance, Microsoft Project, Access, Microsoft Office, Microsoft Office..., ClearQuest, Software Documentation
Education
Kean University 1985 — 1988
MS, Management Systems Analysis
Kean University 1977 — 1985
BA, Industrial Education
Bank of America/Merrill Lynch June 2012 - Present
Bank of America/Merrill Lynch June 2007 - July 2012
Merrill Lynch February 2008 - July 2009
AXA Advisors January 2006 - April 2007
Skills
Investments, Finance, Insurance, Retirement, Equities
Education
Holy Family University
Management/Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Business Administration/Finance
Bank of America November 2013 - Present
Bank of America September 2013 - Present
libertoDesign January 2012 - July 2012
Bank of America July 2012 - August 2013
Citi Group November 2010 - December 2011
Bank of America/Merrill Lynch June 2009 - November 2010
libertoDesign 2002 - 2010
Freelance December 2001 - May 2009
Humanetics Pharmaceuticals December 2005 - December 2008
The River Reporter 2004 - 2005
Skills
Editing, Copywriting, Corporate Communications, Graphic Design, Advertising, Multimedia, Script-writing, Resume Writing, Brand Development, Creative Writing, Adobe Creative Suite, Microsoft Word, Microsoft Office, Microsoft Excel, Visio, PowerPoint, Final Cut Pro, Photoshop, Illustrator, Adobe Acrobat, Music Production, Video Production, Proposal Writing, Video, Leadership, Editorial, Marketing, Dreamweaver, Video Editing, Newsletters, Technical Writing, Graphics, Content Management, Blogging, Social Networking, Web Design, Content Development
Education
Mercer County Community College
AAS, Electronic Engineering
Berklee College of Music 1973 — 1975
Composition
The University of the Arts 1971 — 1972
Graphic Design
PNC Wealth Management July 2013 - Present
Seaside National Bank & Trust April 2008 - July 2013
Bank of America/Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Skills
Wealth Management, Portfolio Management, Investments, Estate Planning, Trust Services, Private Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fiduciary Management, Certified Financial..., Trust Management, Fiduciary Services, Life Insurance, Public Speaking, Leadership, Professional Mentoring, Finance, Small Business Lending, Wealth Management..., Asset Management, Credit, Banking, Cash Management, Relationship Management, Asset Based Lending, Lines Of Credit, Risk Management, Wealth, Loans, Financial Services, Strategic Financial..., Securities, Mortgage Lending, Asset Allocation, Commercial Mortgages, Financial Planning
Education
Florida Atlantic University 1988 — 1992
Bachelor of Business Administration, Management
Martin County High School 1984 — 1988
Merck March 2014 - November 2014
Bloomberg LP June 2012 - December 2013
Bank of America/Merrill Lynch June 2011 - March 2012
Bristol-Myers Squibb January 2009 - November 2010
Vertis Communications, Inc. May 2007 - September 2008
Hobby Publications January 2005 - May 2007
Wolf Press August 2000 - December 2004
Education
Kean University 2006 — 2010
MS, Graphic Communication Technology Management
Rowan University 1992 — 1995
BA, English with Creative Writing Concentration
Ocean County College 1990 — 1992
AA, Liberal Arts-English
Bank of America/Merrill Lynch November 1990 - Present
Oppenheimer and Company October 1989 - November 1990
Shearson/Lehman December 1986 - October 1989
Self Employed August 1978 - December 1986
Education
University of Phoenix 2004 — 2007
bs management, business
Berklee College of Music 1976 — 1978
Music performance, composition
Tamalpais High School 1971 — 1974
Bank of America/Merrill Lynch April 2007 - June 2013
Bank of America December 2005 - February 2007
JPMorgan Chase August 1994 - March 2005
Skills
Account Reconciliation, Securities, Bonds, Accounting
Education
City University of New York City College
69 credits, Liberal Arts and Sciences/Liberal Studies
East New York Vocational and Technical H.S.
Seeking Banking Position January 2013 - Present
Bank of America/Merrill Lynch 2006 - October 2012
Augllink Communications 2000 - 2006
AT&T Universal Card Services July 1990 - March 2000
Skills
Problem Solving, Mitigation, Sales, Training Delivery, Technical Writing, Sales Management, Technical Support, Process Management, Sales Process, Process Improvement
Education
Marquette University
Psychology
University of North Florida
Fine Arts/Photography
Strategic Financial Principles Inc April 2013 - Present
Federal Reserve Bank of Richmond 2014 - 2014
Bank Of America/Merrill Lynch 2008 - 2012
E*TRADE Financial 2006 - 2008
Skills
Equities, Fixed Income, Capital Markets, Options, Derivatives, New Business Development, Business Strategy, Residential Mortgages, Foreclosure Defense, Strategic Financial..., Structured Products, Equity Derivatives
Education
Miami Valley Career Technology Center
I.T./ ACCOUNTING
Sinclair Community College
Financial Mathematics
Duval Charter School at Baymeadows August 2014 - Present
Kelly Educational March 2014 - Present
Pinkerton Government Services August 2007 - Present
Bank of America/Merrill Lynch October 2011 - April 2013
Tom Coughlin Jay Fund Foundation 2013 - 2013
Citizens Property Insurance February 2009 - October 2011
Matrix Employer Services February 2006 - April 2008
United States Coast Guard May 1997 - February 2006
Skills
Homeland Security, Team Building, Strategic Planning, Sales, Training, Risk Assessment, Microsoft Office, Customer Service, Organizational..., Team Leadership, Management, Writing, Public Speaking, Six Sigma, Project Management, Security Operations, Maritime Operations, Analysis, Risk Management, Security
Education
Nova Southeastern University 2010 — 2012
Master of Science In Business Leadership, Business, Organizational Behavior, Management, 3.89
Flagler College 1995 — 1999
Bachelors in Communications, Public Relations/Journalism
Sachem High School 1991 — 1995
New York State Regents Diploma
Presidio June 2015 - Present
Bank of America/Merrill Lynch September 2012 - May 2015
Skills
TCP/IP, Linux, JavaScript, Perl, C, Python, Java, SQL, Matlab, C++
Education
The Polytechnic Institute of New York University 2009 — 2011
MS EE, Electrical Engineering
Bangalore Institute Of Technology 2006 — 2009
Bachelor's degree, Electronics and Communication Engineering
APS Polytechnic 2002 — 2005
Diploma in Electronics and Communication, Electrical and Electronics Engineering
Bank Of America/Merrill Lynch April 2010 - Present
Retired and enjoying time to pursue personal interests and family January 2011 - April 2015
BofA Merrill Lynch March 2007 - February 2010
Merrill Lynch January 2002 - March 2007
Merrill Lynch January 1989 - January 2002
Merrill Lynch October 1986 - January 1989
Education
Queens College 1977 — 1981
BA, Mathematics
Adobe April 2014 - Present
Agnolata 2008 - Present
Panagora April 2012 - September 2013
Bank of America/Merrill Lynch October 2010 - January 2012
Wilcox Investment 2008 - 2009
Fidelity Investments, Internal Audit 2005 - 2008
SSGA 1990 - 2004
Skills
Equities, Portfolio Management, Analysis, SQL, Trading, Investments, Data Analysis, Databases, Java, Python, SAS, C/C++, Fundamental Analysis, Qualitative Research, Trading Systems, Strategy
Education
Boston University
Graduate level classes
Odessa National 'I.I. Mecnikov' University
BS/MS
Charles Schwab & Co., Inc. June 2014 - Present
Cetera Investment Advisers LLC February 2010 - June 2014
Bank of America/Merrill Lynch June 2007 - January 2010
Financial Wings September 2006 - June 2007
Evergreen Advisory 2002 - 2005
Penton Media 2000 - 2001
Penton Media 1999 - 2000
Reader's Digest Association 1997 - 1998
Reader's Digest Association 1995 - 1997
Weekly Reader Corporation 1991 - 1995
Education
Dartmouth College 1979 — 1983
AB, Philosophy
Washington University in St. Louis 1986 — 1988
MBA, Accounting/Finance
Greater Des Moines Habitat for Humanity September 2014 - Present
Bank of America September 2012 - Present
Bank of America/Merrill Lynch February 2012 - Present
Iowa Jobs for Americas Graduates January 2013 - Present
Children and Families of Iowa Foundation January 2007 - August 2012
Liberty Bank Iowa June 2008 - November 2011
Bank of America April 2006 - May 2008
Bank of America October 2003 - April 2006
First National Bank Kansas 2000 - 2003
Bank of America May 1997 - June 2000
Skills
Loans, Commercial Lending, Commercial Banking, Small Business Lending, Private Banking, Banking, Retail Banking, Mortgage Lending
Education
University of Missouri-Kansas City 1986 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1978 — 1980
BBA, Marketing
Colorado State University 1976 — 1978
Marketing
Educational Testing Service (ETS) March 2013 - Present
Whitewater Challengers April 2005 - Present
BNY Mellon September 2012 - March 2013
Educational Testing Service (ETS) January 2012 - August 2012
Ally Financial Inc. October 2011 - December 2011
Bank of America/Merrill Lynch August 2010 - September 2011
Sunoco March 2008 - December 2009
International SOS November 2007 - February 2008
Merrill Lynch June 2005 - November 2007
Juniper Bank November 2004 - June 2005
Skills
First Aid/CPR..., Project Management, Process Engineering, Requirements Management, Systems Analysis, Visio, PowerPoint, MS Office tools, HP Quality Center, Caliber, Excel, Ariba, Clarity, Business Analysis, Technical Writing, PeopleSoft, Lotus Notes, Quality Management, Program Management, Management, User Acceptance Testing, Project Planning, Process Improvement, Testing, Business Process, Resource Management, Quality Assurance, Quality Center, Microsoft Office, Microsoft Excel, Vendor Management
Education
Hahnemann College of Allied Health Professionals 1978 — 1979
Certificate, Medical Technology
Lebanon Valley College 1975 — 1979
Bachelor of Science, Medical Technology
Credit Suisse May 2011 - Present
Bank of America/Merrill Lynch September 2009 - January 2011
FDNY May 2009 - September 2009
Bank of America/Merrill Lynch 2005 - 2009
TD Waterhouse October 2004 - November 2005
CSC January 2003 - October 2003
JP Morgan Chase 2000 - 2003
JP Morgan c/o CSC 1998 - 2000
Skills
Multicast, BGP, OSPF, Routing, Data Center, EIGRP, Low Latency, PIX, Network Engineering, Network Architecture, Cisco, RIP, Switches, Routers, Routing Protocols, HSRP, LAN/WAN, Network Design
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1976 — 1981
Eastern Funding LLC February 2014 - Present
PwC April 2012 - May 2013
Bank of America/Merrill Lynch January 2011 - December 2011
BTIG, LLC May 2010 - September 2010
Merrill Lynch February 1984 - April 2010
Merrill Lynch February 1984 - February 1986
Apple Bank for Savings April 1982 - February 1984
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Bonds, Series 7, Banking, Financial Services, Derivatives, Securities, Series 63, Risk Management, High Yield, Middle Office, Financial Risk, Investment Management, Emerging Markets, Mutual Funds, Structured Products, Options, Valuation, Structured Finance, Credit Derivatives, Portfolio Management, Back Office, Settlement, Investment Banking, Equity Derivatives, Interest Rate..., Operational Risk, Market Risk, Credit, Asset Management, Investments, Due Diligence, Financial Markets, Trading Systems, Customer Service, Swaps, Hedging, Alternative Investments, Private Equity, CDS, Hard Worker, Credit Risk, Wealth Management, Asset Managment, Compliance, Customer Relations, Trade Compliance
Education
Mercy College 1980 — 1985
BS in Business Administration, Finance
Bank of America/Merrill Lynch March 2015 - Present
Chevron April 2014 - December 2014
Bridgeway, LLC October 2012 - April 2014
Knighted Ventures September 2012 - October 2013
The Home Depot May 2012 - September 2012
Macy's May 2012 - September 2012
Skills
Financial Accounting, Account Reconciliation, Finance, Variance Analysis, Accounting, Analysis
Education
Golden Gate University 2014 — 2015
Master's Degree, Finance, General
University of Hawaii at Hilo 2009 — 2012
Bachelor's Degree, Accounting
Santa Rosa Junior College 2007 — 2009
Associate's Degree, Business/Commerce, General
Bank of America/Merrill Lynch January 2011 - Present
Bank of America/Merrill Lynch January 2007 - 2011
JP Morgan Chase 2003 - 2007
JPMorgan Chase 1997 - 2003
J.P. Morgan & Co., Inc. 1992 - 1996
Skills
Equities, Electronic Trading, Derivatives, Trading Systems, Management, Options, SDLC, Investment Banking, Capital Markets, Portfolio Management, Fixed Income, IT Strategy, Risk Management, Credit Derivatives, FX Options, Financial Services, Business Analysis, Vendor Management
Education
King's College London
MEng, Mechanical Engineering, 1st Class
Bank of America Merrill Lynch July 2014 - Present
Bank of America/Merrill Lynch January 2012 - June 2014
Georgia Certified Development Corporation February 2006 - December 2011
Skills
Spanish, Outlook, Commercial Lending, Microsoft Excel, Data Analysis, Management, Online Advertising, PowerPoint, Financial Analysis, Marketing Strategy, New Business Development, Microsoft Office, Customer Service, Project Management, Microsoft Word, Sales Management, Credit Analysis, Public Speaking, Business Development, Commercial Banking, Strategic Planning, SBA 504, Entrepreneurship, Credit, Process Improvement, Business Analysis
Education
Georgia State University 2011 — 2013
MBA, Finance
Xavier University of Louisiana 2001 — 2005
B.S., Spanish
Black Diamond, Advent Software January 2014 - Present
Black Diamond, Advent Software March 2011 - December 2013
Bank of America/Merrill Lynch March 2009 - March 2011
Krier Wealth Management December 2006 - November 2008
Skills
Series 7, Series 63, Series 65, Investments, Financial Analysis, Mutual Funds, Equities, Asset Managment, RIA, Financial Reporting, Financial Software..., CRM, Portfolio Management, Asset Management, Risk Management, Financial Advisory, Financial Services, Customer Service, Project Management, Wealth Management, Finance, Process Improvement, Salesforce.com
Education
University of North Florida - College of Business Administration 2004 — 2006
Bachelor's Degree
Florida State University 2002 — 2004
Associate's Degree
Wells Fargo Securities May 2011 - Present
Deutsche Bank July 2010 - May 2011
Bank of America/Merrill Lynch June 2005 - July 2010
Skills
Bonds, Fixed Income, Microsoft Excel, Financial Analysis, Capital Markets, Financial Modeling, Trading
Education
Indiana University - Kelley School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Appalachian State University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing/Accounting
Google May 2015 - Present
Jane Street Capital April 2011 - April 2015
Bluefin Trading LLC July 2010 - March 2011
Bank of America/Merrill Lynch January 2010 - June 2010
Merrill Lynch July 2008 - December 2009
The Pennsylvania State University March 2007 - May 2008
Merrill Lynch May 2007 - July 2007
Advanticom, Inc. 2005 - 2007
Five-Star Basketball Camp 2000 - 2006
Bishops, Inc. 2000 - 2005
Skills
Multicast, Cisco Technologies, Linux, Firewalls, Unix, Network Design, Network Architecture, VoIP, Security, Servers, Troubleshooting, Operating Systems, Windows, BGP, Switches, VPN, OSPF, Routing, WAN, Cisco IOS, Network Engineering, Low Latency, DWDM, Redis, HDF5, Python, OCaml, Analytics, Data Warehousing, Node.js, WebSockets, HTML 5, JavaScript, Performance Analysis, IT Management, Network Security, Routers, Wireless, Data Center, Networking, TCP/IP, Disaster Recovery, IT Operations, DNS, Databases, Virtualization
Education
Penn State University 2004 — 2008
B.S.
EY November 2014 - Present
Credit Suisse July 2013 - November 2014
Credit Suisse July 2011 - July 2013
Elon University August 2008 - May 2012
Elon University October 2009 - April 2012
Bank of America/Merrill Lynch May 2010 - August 2010
Skills
Event Management, Public Speaking, Financial Accounting, Investment Banking, Data Analysis, Leadership, US GAAP, Auditing, Customer Service, Problem Solving, Microsoft Office, Financial Analysis
Education
Elon University 2008 — 2012
BS, Accounting/Finance
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelors of Science, Accounting, Finance
RBC Capital Markets October 2009 - Present
Bank of America/Merrill Lynch April 2004 - October 2009
Goldman Sachs June 2003 - April 2004
GrandLife Hotels February 2002 - June 2003
Advantage HR August 1999 - June 2001
GrandLife Hotels November 1996 - July 1999
Ian Schrager Company May 1995 - February 1997
Skills
Executive Development, Human Resources, Talent Management, Employment Law, Diversity & Inclusion, Strategy, Strategic Human..., Compensation & Benefit, Operations Management, Organizational..., Employee Training, Organizational..., Public Speaking, Change Management, Learning & Development..., Talent Acquisition, Employee Relations, International..., Process Optimization, Executive Coaching, Hotel Management, Consulting, Succession Planning
Education
New York University 2002 — 2004
Masters, Industrial & Organizational Psychology
Marymount Manhattan College 1990 — 1991
Bachelors of Fine Arts, Performing Arts
Bank of America/Merrill Lynch May 2010 - Present
Deloitte & Touche USA LLP, Princeton, NJ April 2006 - September 2009
SEI Investments/Keane Inc, Oaks, PA September 2005 - April 2006
Merrill Lynch October 2004 - September 2005
Merrill Lynch August 1999 - July 2001
Merrill Lynch July 1997 - July 1999
Skills
User Acceptance Testing, Business Analysis, Quality Assurance, Test Cases, Functional Requirements, SDLC, Quality Center, Visio, Business Requirements, Requirements Gathering, Waterfall, Requirements Analysis, Integration, Test Planning, Databases, XML, Testing, Cross-functional Team..., Functional...
Education
Fairleigh Dickinson University-Florham Campus 1992 — 1994
MBA, International Business
College of Saint Elizabeth 1985 — 1989
Bachelor of Science in Business Administration, Business Management; Economics
Windy Bay Power November 2013 - Present
Bank of America / Merrill Lynch June 2011 - Present
Bank of America/Merrill Lynch 2009 - 2010
Education
Heidelberg College 1999 — 2003
Bachelors, Business, Computer Information Systems
Bank of America/Merrill Lynch May 2013 - Present
The Vertical Trading Group 2010 - 2012
Oppenheimer & Co. March 1999 - January 2010
Skills
Trading, Broker-Dealer, Series 7, Finance, Due Diligence, Securities, Capital Markets, Hedge Funds, Insurance, Equities, Asset Management, Series 63, Sales
Education
Long Island University, Southampton Campus 1994 — 1997
Bachelor of Science, Business Administration/Marketing
Grant Thornton LLP January 2014 - Present
EisnerAmper LLP January 2012 - January 2014
Capitol City Vending January 2007 - January 2012
Bank of America/Merrill Lynch May 2011 - October 2011
Liz Claiborne June 2010 - August 2010
Skills
Accounting, Auditing, Finance, Forecasting, GAAP, Financial Accounting, Microsoft Word, Financial Analysis, General Ledger, Microsoft Excel, QuickBooks, Financial Statements, CPA, Financial Reporting, Internal Controls, Consolidated Financial..., PowerPoint, Intercompany Accounts
Education
Fordham University - Graduate School of Business Administration 2014 — 2018
Master of Business Administration (MBA)
Monmouth University 2007 — 2011
Bachelor of Science (BS), Accounting
The Pennington Prep School 2004 — 2007
Catholic Charities May 2013 - Present
Bank of America/Merrill Lynch January 2012 - April 2012
CBHNP PerformCare an Amerihealth Mercy Company September 2009 - September 2011
ValueOptions November 2006 - September 2009
Vonage America, Inc October 2005 - June 2006
The JK Group April 2005 - June 2005
Maximus, Inc January 2003 - December 2004
Skills
Event Planning, Event Management, Social Media, Photocopier, Fundraising, Promotions, Public Speaking, Writing, Community Outreach, Volunteer Management, Telephone Skills, Calculator, Keyboarding, Acting, Medicaid, State Government, Customer Service, Data Entry, Answering Phones, Appointment Scheduling, Medical Records, Insurance Verification, Registration, Provider Relations, Microsoft Office, Online Research, HIPAA, Health Information..., Health Information..., Document Management, Spreadsheets, Outlook, Internet Explorer, Gmail, Proofreading, Spelling, Grammar, Tax Research, Tax Returns, Tax Preparation, Cost Basis, Securities, Program Management, Software Documentation, Program Development, Healthcare, Insurance, Training
Education
Rutgers University 2001 — 2002
B.A, Communication
Middlesex County College 2000 — 2001
A.A, Communication
Rowan University
Spotswood High School
Spotswood High School
Community Access Naperville July 2013 - Present
Giant Steps February 2014 - May 2014
Easter Seals, Inc. October 2012 - July 2013
Giant Steps February 2012 - June 2012
Bank of America/Merrill Lynch May 2011 - September 2011
Ogden Elementary School August 2010 - June 2011
Adventist Hinsdale Hospital January 2010 - August 2010
Merrill Lynch July 2007 - November 2009
Elim Christian Services July 2006 - July 2007
Skills
Proficient in Microsoft..., Certified Rainbows..., Adolescents, Microsoft Word, Microsoft Excel, Group Therapy, Treatment, Therapists, Staff Development, Social Services, Case Managment, Non-profits, Community Outreach, Program Development, Internet Explorer, Mental Health, Teaching, Social Media, Fundraising, Public Speaking, Autism Spectrum..., Microsoft Office, PowerPoint, Event Planning, Program Evaluation, Behavior Management, Supervisory Skills, Volunteer Management, Grant Writing, Psychology, Outlook, Child Development, Crisis Intervention, Strategic Planning, Team Building, Customer Service, Training, Program Management, Administrative..., Budgets, Google Groups, Nonprofits
Education
Aurora University 2009 — 2011
MSW, Master of Social Work
Eastern Illinois University 2002 — 2006
BS, Family and Consumer Sciences
JPMorgan Chase & Co. February 2014 - Present
Bank of America/Merrill Lynch November 2013 - February 2014
Credit Suisse May 2010 - October 2012
Goldman Sachs April 2005 - May 2010
Sapient Corp February 1998 - April 2005
Education
Stony Brook University 1996 — 1997
MS, EE & Computer Architecture
Devi Ahilya Vishwavidyalaya 1991 — 1995
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Eze Software Group January 2015 - Present
Eze Software Group October 2012 - December 2014
Bank of America/Merrill Lynch March 2011 - September 2012
Bank of America December 2009 - March 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch May 2008 - June 2009
Merrill Lynch September 2007 - May 2008
Hertz Corporation August 2005 - September 2007
Skills
Fixed Income, Equities, Project Management, Collateral Management, User Acceptance Testing, Bloomberg, DTC, C++, OCC, SQL, SQL Server Management..., Hedge Funds, Eze Castle, FIX, Omgeo Oasys, RealTick, Tradar, Consulting, Relationship Management, Business Analysis, Client Services, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master, Business Administration; Finance, Information Systems
Bucknell University 2001 — 2005
Bachelor of Arts, Economics
Bank of America/Merrill Lynch May 2013 - Present
ManpowerGroup July 2010 - May 2013
Booz Allen Hamilton 2012 - 2012
Contract Professionals, Inc July 2003 - March 2009
U.S. Army August 2002 - April 2003
U.S. Army January 2001 - August 2002
U.S. Army June 2000 - January 2001
U.S. Army August 1995 - June 2000
U.S. Army August 1992 - August 1995
U.S. Army August 1988 - August 1992
Skills
Technical Recruiting, Problem Solving, Hiring, Resume Writing, Security Clearance, Employee Relations, Interviewing, Administration, Sourcing, Negotiation, Coaching, Customer Relations, Full-cycle Recruiting, Search, Applicant Tracking..., Microsoft Office, Customer Service, Program Management, Compliance, Engineering, Account Management, Strategic Planning, Planning, Talent Acquisition, Budgeting, Public Speaking, Windows, Performance Management, Organizational..., Excel, Policy, Supply Chain Management, Research, Supervisory Skills, Internet Recruiting, Team Building, Recruitment/Retention, Mentoring, Operations Management, Onboarding, Team Leadership, New Business Development, Cold Calling, Compensation, Employee Engagement, HR Policies, Recruitment Advertising, Teamwork, Salary Negotiation, Logistics
Education
Davenport University 2000 — 2002
Management/HR Management
Millington
Tahoe Partners May 2014 - June 2015
CNI Technical June 2012 - May 2014
Veritas Document Solutions March 2012 - January 2014
Bank of America September 2010 - February 2012
Bank of America/Merrill Lynch July 2008 - September 2010
LaSalle Bank/Bank of America March 2005 - July 2008
Saks Incorporated August 1999 - August 2003
Skills
Microsoft Certified..., Process Improvement, Analysis, SharePoint, Credit, Program Management, Quality Assurance, Customer Service, Account Management, Sales, Microsoft Office, Microsoft Office..., SharePoint Designer, Risk Management
Education
Northern Illinois University 2009 — 2010
Master of Science, Information Technology
Northeastern Illinois University 2003 — 2009
Bachelor of Science, Business Administration
The Chubb Institute 2001 — 2002
Web Development and Business Programming, Web Page, Digital/Multimedia and Information Resources Design
East Leyden H.S.
TEKsystems October 2014 - Present
Modis September 2013 - September 2014
TEKsystems April 2012 - September 2013
David Montgomery Consulting August 2006 - April 2012
Bank of America/Merrill Lynch March 2010 - December 2011
Arroweye Solutions July 2008 - March 2010
Slalom Consulting (Chicago) August 2006 - September 2007
Wolters Kluwer 2001 - 2005
Morningstar, Inc 1999 - 2001
Ibbotson Associates 1989 - 1999
Skills
Financial Markets, Product Development, Program Management, Business Analysis, Product Management, Software Project..., SDLC, PMO, Software Development, Process Improvement, Project Planning, Risk Management, Change Management, IT Strategy, Leadership, Management, Business Process..., Vendor Management, Business Strategy, Strategy, Business Process, Business Intelligence, Integration, Requirements Analysis, PMP, Project Portfolio..., Cross-functional Team..., Agile Project Management, Management Consulting, CRM, Business Planning
Education
Boston University 2006 — 2007
Certificate, Project management
The University of Chicago Booth School of Business 1975 — 1977
MBA, Finance, Accounting, Marketing
Macalester College 1970 — 1974
BA, Economics
Sweet Home High School 1966 — 1970
Santander Bank, N.A. July 2013 - Present
Sovereign Bank October 2011 - June 2013
Bank of America/Merrill Lynch April 2009 - July 2010
Merrill Lynch April 2009 - July 2010
Bank of America July 2004 - April 2009
Bank of America January 1995 - 2004
BankBoston 1995 - 2000
BayBank 1980 - 1995
BayBank 1980 - 1995
Skills
Cash Management, Financial Analysis, High Net Worth..., Team Building, Series 63, Wealth Management, Strategic Financial..., Credit, Investments, Mortgage Lending, Portfolio Management, Retirement Planning, Banking, Retail Banking, Securities, Financial Services
Education
Bryant University 1999 — 2001
Certificate, Financial Planning
Bryant University 1992 — 1997
BS Finance
REALTY ASSOCIATES May 2013 - Present
Keyes Real Estate March 2012 - May 2013
Bank of America/Merrill Lynch January 2009 - December 2012
Merrill Lynch 2008 - 2009
Kaplan Fox & Kilsheimer LLP March 1998 - July 2008
Clothes Care Center 1990 - 2000
The Beer Company January 1990 - August 1997
Skills
Problem Solving, Good People Skills, Closure Skills, Six Sigma, Statistics, Black Belt, Business Analysis, Research, Analysis, Risk Management, Data Analysis, Process Improvement, Excel, Strategic Planning, Compliance, Microsoft Office, Change Management, Operations Management, Process Engineering, PowerPoint, Budgeting, Word, Due Diligence, Visio, Corporate Finance, Negotiation, Leadership, Management, Finance, Outlook, Microsoft Excel, Residential Homes, Real Estate, Mortgage Lending, Financial Analysis, Microsoft Word, Budgets, Investments, Selling, Sellers, Condos, Property, Sales, Market Research, Project Management, Contract Negotiation, Luxury, Banking, Real Estate Financing, Investment Properties
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance & Investments, 3.7 GPA
Fordham University/American Paralegal Institute
Paralegal, Legal Research
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch January 2011 - March 2014
Bank of AmericaMerrill Lynch December 2009 - January 2011
Bank of America January 2009 - December 2009
Bank of America November 2005 - December 2008
Bank of America March 2005 - November 2005
Bank of America June 2003 - March 2005
Skills
Six Sigma, Strategy, Process Improvement, Vendor Management, Strategic Planning, Securities, Operations Management, Lean Manufacturing, Management, Risk Management, Financial Services, Talent Management, Business Analysis, Project Management, Cross-functional Team..., Green Belt, Banking, Bloomberg, Globalization, Change Management, Program Management, Business Process..., Mergers & Acquisitions, Outsourcing, IT Strategy
Education
Loyola Academy 1994 — 1998
College Preparatory
Clemson University
BS, Computer Information Systems / Operations Management
L'Oréal December 2012 - Present
Morgan Stanley June 2011 - December 2012
Standard & Poor's June 2010 - August 2010
Bank of America/Merrill Lynch September 2009 - December 2009
Skills
Corporate Finance, Financial Modeling, Private Equity, Financial Analysis, Valuation, Equities, Microsoft Office, Analysis
Education
ESCP Europe 2011 — 2011
N/A, Finance
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Robert E. Lee High School 2003 — 2007
HS Diploma
Oxford University 2006 — 2006
N/A, Political Science and Government
EDF Trading September 2015 - Present
BMC Software April 2011 - August 2015
Bank of America\Merrill Lynch August 2010 - April 2011
Frontier Drilling USA, Inc May 2009 - August 2010
Frontier Drilling USA, Inc April 2008 - August 2010
Frontier Drilling USA, Inc November 2006 - April 2008
MRE Consultant April 2006 - November 2006
Independent Contractor January 2004 - April 2006
Allegro Development July 2000 - November 2003
Skills
SDLC, Document Management, Systems Analysis, Oracle, Business Process, Requirements Analysis, Management, Business Analysis, Enterprise Architecture, ITIL, Training, Business Intelligence, IT Management, Program Management, PMP, Business Process..., Consulting, Integration, Project Management
Education
Louisiana State University 1995 — 2000
Bachelors
Bank of America/Merrill Lynch January 2009 - February 2015
Merrill Lynch December 2006 - December 2009
Bristol-Myers Squibb January 2002 - August 2004
Skills
Marketing Strategy, Marketing Communications, Project Management, Leadership, Teamwork, Team Leadership, Cross-functional Team..., Communication, Corporate Communications, Corporate Identity, Brand Management, Organizational..., Creative Solutions, Collaborative Problem..., Key Account Management, Vendor Management, Marketing, Advertising, Management, Integrated Marketing, Business Development, Strategy, Online Marketing, Direct Mail, Email Marketing, Direct Marketing, Social Media Marketing, Strategic Planning, Financial Services, Digital Marketing, Creative Direction, Brand Development, CRM
Education
Middlesex County College 1987 — 1988
Associate of Arts and Sciences (A.A.S.), Marketing, 3.75 GPA
TIAA-CREF July 2011 - Present
Bank of America/Merrill Lynch 2010 - 2011
Fidelity Investments 1996 - February 2010
Desktop Data 1994 - 1996
Pacer Software 1992 - 1994
Raytheon 1989 - 1992
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
New York University - Polytechnic School of Engineering 1985 — 1989
BSEE, EE, CS
Bank of America/Merrill Lynch April 2006 - Present
IGCN 1995 - 2005
Skills
.NET, SQL, Debugging, Software Project..., Software Development, C#
Education
Penn State University
Morgan Stanley April 2014 - Present
Morgan Stanley Smith Barney April 2011 - Present
Bank of America/Merrill Lynch March 2009 - March 2011
Merrill Lynch - Global Private Client Division - Global Bank Group February 2007 - March 2009
Merrill Lynch May 2004 - February 2007
Prudential Insurance April 1997 - May 2000
Skills
Series 7, Strategy, Wealth Management, Series 63, Commercial Banking, Cash Management, Business Development, Product Development, Financial Services, Banking, Marketing Communications, Investments, Strategic Planning, Marketing Strategy, Integrated Marketing, Sales, Management
Education
New York University 1982 — 1986
BA, Communications
Fifth Third Bank June 2012 - Present
Huntington National Bank March 2010 - June 2012
American Axle & Manufacturing Inc October 2009 - March 2010
Bank of America/Merrill Lynch July 2004 - October 2009
Huntington National Bank June 2003 - July 2004
Design Financial Group October 2001 - May 2003
Skills
Treasury Management, Commercial Banking, Cash Management, Banking, Working Capital..., Corporate Treasury, Treasury Services, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Middle Market, Cross Selling, Credit Risk, Financial Analysis
Education
Walsh College 2007 — 2009
Master of Science in Finance, Finance
Grand Valley State University 1997 — 2002
Bachelor of Business Administration, Finance
Three Rivers High School 1994 — 1997
Bank of America/Merrill Lynch March 1998 - Present
Education
Rensselaer Polytechnic Institute 1987 — 1991
Kops Konsulting LLC January 2008 - Present
Kops Konsulting LLC January 2008 - Present
Kops Konsulting LLC 2008 - Present
Kops Konsulting LLC 2008 - Present
Merrill Lynch 1968 - 2002
Bank of America/Merrill Lynch 1968 - 2002
Education
Curry College 1961 — 1965
TIAA-CREF February 2013 - Present
Bank of America/Merrill Lynch August 2007 - February 2013
Banc of America Investments November 2005 - August 2007
Skills
Performance Attribution, Equities, Fixed Income, Process Improvement, Bloomberg, Trading
Education
Bowling Green State University 2001 — 2005
Bachelor of Science Buisness Administration, Finance
Bank of America/Merrill Lynch November 2012 - Present
PNC Investments September 2011 - November 2012
a mega regional bank April 2009 - September 2011
JPM Chase 2007 - 2009
FTC Group 2003 - 2007
Royal Bank of Canada August 2000 - October 2001
RBC Royal Bank of Canada 2000 - 2001
Skills
Investments, Private Banking, Corporate Finance, Latin America, Wealth Management, Series 7, Portfolio Management, Asset Management, Securities, Credit, Insurance, Retirement Planning, Investment Advisory, Financial Planning, Risk Management, Mutual Funds, Investment Banking, Asset Allocation, Compliance, Estate Planning, Strategic Financial...
Education
New York University 1977 — 1981
Bachelor of Arts (BA), Romance Languages & Journsalism
New York Institute of Finance, NYC
JPMorgan Chase April 2014 - Present
Bank of Amerca/ Merrill Lynch July 2012 - April 2014
Bank of America/Merrill Lynch March 2008 - June 2012
Merrill Lynch May 2002 - March 2008
Merril Lynch April 1999 - May 2002
UBS/Paine Webber June 1994 - April 1999
Ladenburg, Thalmann & Co September 1992 - January 1994
Skills
Equities, Trading, FINRA, Financial Risk, Leadership, Series 7, Series 63, Securities, Bloomberg, Capital Markets, Sales, Equity Trading, Electronic Trading, Options, Series 24, Asset Managment, Financial Markets, Hedge Funds
Education
New York Institute of Technology 1988 — 1992
Bachelor of Science, Business Finance
New York Institute of Technology-Old Westbury 1988 — 1992
Finance, General
UBS June 2012 - Present
Merrill Lynch October 1985 - June 2012
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch/Bank of America 2009 - June 2011
Bank of America/Merrill Lynch 2008 - 2010
Skills
Business Analysis, Employee Benefits, Project Management, PeopleSoft, Performance Management, Leadership, Change Management, Insurance, Coaching, SDLC, Vendor Management, Oracle, Onboarding, Talent Management, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions, Outsourcing, Personnel Management, Management, Management Consulting, Organizational Design, HRIS
Education
Iona College 1978 — 1984
Bank of America/Merrill Lynch December 2009 - Present
Morgan Stanley Smith Barney, LLC June 2009 - December 2009
Citigroup/Smith Barney February 1998 - May 2009
Skills
Separately Managed..., Investment Advisory, Financial Services, Financial Advisory, Mutual Funds, Risk Management, FINRA, Securities, Alternative Investments, Hedge Funds, Investments, Series 7, Financial Risk, Wealth Management
Education
Suffolk Law School
Currently Attending
City University of New York-John Jay College of Criminal Justice
B.A., Criminology
BNP Paribas July 2015 - Present
Ricoh Americas Corporation November 2014 - May 2015
Hewlett Packard March 2014 - August 2014
Deutsche Bank August 2013 - March 2014
Bank of America/Merrill Lynch April 2012 - July 2013
Credit Suisse October 2011 - March 2012
Amstock April 2011 - September 2011
FINRA November 2010 - March 2011
Federal Reserve Bank of NY June 2010 - October 2010
OnStar Corporation February 2010 - May 2010
Skills
Oracle, Java Enterprise Edition, SQL, XML, Spring Framework, Hibernate, Tomcat, PL/SQL, Web Services, JBoss Application Server, iText, Core Java, GWT, WebLogic, MySQL, Microsoft SQL Server, DB2
Education
Tambov State Technical University 1989 — 1990
Doctor of Philosophy (Ph.D.), Chemical Engineering
National Research Nuclear University (former Moscow Engineering Physics Institute)
MS in Nuclear Physics, Nuclear Engineering
Bank of America/Merrill Lynch 2008 - Present
Fidelity Information Services May 2007 - April 2008
Atlantic Marine February 2004 - May 2007
APL August 1998 - February 2004
JM Family Enterprises May 1982 - June 1997
Education
Eastern Michigan University 1969 — 1974
Technical/Management
Bank of America/Merrill Lynch June 2010 - Present
IronStone Bank July 2009 - 2010
Bank of America August 1995 - July 2009
Skills
Loans, Credit, Commercial Banking, Commercial Lending, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Cash Management, Underwriting, Asset Based Lending, Treasury Management, Financial Analysis, Investments, Risk Management, Loan Origination, Consumer Lending, Sales Management, New Business Development, Hold Series 7, Series 63, Financial Advisory, Finance, Relationship Management, Lines Of Credit, Series 7, Financial Services
Education
University of Phoenix 1996 — 1998
Bachelor's Degree, Business Administration and Management, General
Arizona State University 1992 — 1996
Bachelor of Science, Business Management
Bank of America/Merrill Lynch March 2010 - Present
Karen Unger February 2009 - March 2010
RBS/Citizens Bank NA June 2006 - February 2009
U.S. Trust Company 1990 - 2006
Skills
Alternative Investments, Wealth Management, Asset Managment, Strategic Financial..., Cash Management, Private Banking, Wealth, Equities, Securities, Risk Management, Credit, Loans, Relationship Management, Fixed Income, Financial Advisory, Banking, Management, Estate Planning, Financial Services, Investments, Portfolio Management, Asset Management, Financial Analysis, Credit Risk, Investment Advisory, Business Development, Asset Allocation, Investment Strategies, Series 7, High Net Worth..., Investment Management, Treasury Management, Financial Risk, Credit Analysis, Finance, Mortgage Lending
Education
Mount Holyoke College 1975 — 1978
BA, French Studies
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
Morgan Stanley Smith Barney June 2010 - Present
Bank of America/Merrill Lynch January 2003 - June 2010
PFPC October 2001 - January 2003
Skills
Series 7, Credit, Securities, Series 63, Strategic Financial..., Mortgage Lending, Wealth Management, Banking, Loans, Private Banking, Portfolio Management, Retirement Planning, Commercial Lending, Mutual Funds, Financial Services, Investments, Credit Analysis, Uniform Combined State..., Commercial Banking, Consumer Lending, Relationship Management, Investment Advisory, Wealth Management..., Series 6
Education
Framingham State University 1997 — 2001
Bachelor of Science, Business Administration
336 CPW Associates July 2013 - Present
Citi August 2012 - June 2013
Bank of America/Merrill Lynch September 2010 - April 2012
Bank of America January 2009 - September 2010
Merrill Lynch 1992 - 2008
Skadden Arps September 1983 - June 1992
Skills
Securities Law, Executive Compensation, Employee Benefits, Corporate Finance, Corporate Governance, Investment Advisory, Mergers, Mergers & Acquisitions, Executive Pay, Securities Regulation, Corporate Law, Restructuring, Deferred Compensation, Finance, Human Resources, Due Diligence, Legal Advice, Mutual Funds
Education
Boston University School of Law 1980 — 1983
JD, cum laude, Law
Boston University 1972 — 1975
BS-Journalism, Journalism
Bank of America/Merrill Lynch May 2014 - Present
Bank of America/Merrill Lynch September 2012 - May 2014
Merrill Lynch July 2011 - September 2012
Merrill Lynch March 2010 - July 2011
Merrill Lynch October 2006 - March 2010
Vertis October 2005 - October 2006
Vertis Communications November 2004 - October 2005
TRANSACTION PUBLISHERS February 2001 - November 2004
Skills
Direct Mail, Advertising, Brand Management, Marketing Communications, Project Management, Marketing, Marketing Strategy, Direct Marketing, Account Management, Analytics, CRM, Digital Marketing, Email Marketing, Integrated Marketing, Leadership, Management, New Business Development, Social Media Marketing, Strategic Planning
Education
Thomas Edison State College 2006 — 2009
BA
Middlesex County College 1984 — 1987
Associate, Marketing Art & Design
Bank of America/Merrill Lynch March 2012 - Present
Elite 75 Prep September 2005 - Present
Cannon School October 2010 - March 2012
Wells Fargo Bank May 2005 - December 2010
Prudential Financial February 1992 - February 2005
Blue Star Basketball 2002 - 2004
Education
Long Island University, Brooklyn Campus 1979 — 1982
Communications
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch May 2007 - May 2010
Sprint/Nextel December 2005 - January 2007
Contracts Consultant August 2001 - November 2005
Nextel March 1999 - July 2001
Skills
Vendor Management, Contract Negotiation, Risk Management, Negotiation, Analysis, Sourcing, Program Management, Strategy, Strategic Sourcing, Management, Project Management, Telecommunications, Finance, Procurement, Governance, Contract Management, Security, Supply Chain Management, Process Improvement, Due Diligence
Education
Suffolk University Law School 1992 — 1995
JD, Law
Boston College 1991 — 1992
Graduate Certificate, Politics and Government
Boston College 1987 — 1991
BA, Political Science & Sociology
JPMorgan Chase April 2013 - Present
Bank of America/Merrill Lynch July 2011 - February 2012
Bank of America 2008 - 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 1999 - 2007
Skills
Vendor Management, Leadership, Mergers & Acquisitions, Requirements Analysis, Management, Financial Services, SDLC, Business Analysis, Risk Management, Market Data, Wealth Management, IT Strategy, Portfolio Management, Fixed Income, Financial Analysis, Trading Systems, SOA, Equities, Program Management, Organizational..., Securities, Web Services, Mergers, PMO, Information Technology, Options, Technology Platforms
Education
City University of New York-College of Staten Island 1974 — 1978
BA, English
Bank of America/Merrill Lynch August 2001 - Present
Berkery, Noyes & Co., LLC 1998 - 1999
British Airways 1997 - 1998
Saatchi & Saatchi 1994 - 1996
Education
Emory University - Goizueta Business School 1999 — 2001
St. Lawrence University 1990 — 1993
Bank of America/Merrill Lynch March 2000 - February 2015
Deutsche Bank 1997 - 2000
Kings County District Attorneys Office 1993 - 1997
Skills
Negotiation, Licensing, Procurement, Outsourcing, Mergers & Acquisitions, Privacy Law, Litigation, Corporate Law, Intellectual Property, Due Diligence, Corporate Governance, Joint Ventures, Securities Regulation, Securities, Financial Services, Contract Law, Legal Compliance, Legal Liability, Legal Advice, Outsourcing Management
Education
Fordham University School of Law 1990 — 1993
JD, Law
NYU 1986 — 1990
Bachelor of Arts (B.A.), Political Science/Economics
TV Guide (Acquired by CBSInteractive) February 2012 - Present
Gilt Groupe July 2010 - January 2012
Dealogic LLC March 2009 - July 2010
RTTS June 2007 - March 2009
Bank of America/Merrill Lynch May 2008 - February 2009
MTV Networks January 2007 - May 2007
IBM January 2006 - December 2006
Skills
Selenium, XML, Test Automation, Manual Testing, Quality Assurance, Java, Quality Center, QTP, HTML, VBScript, Git, JIRA, MySQL, Mercury QuickTest Pro, PostgreSQL, T-SQL, Agile Testing, Mobile Testing, Release Management, Github, TestNG, Laravel, PHP
Education
New York University 2010 — 2013
Masters, Management and Systems
Marist College 2003 — 2007
Bachelors, Information Systems, Business Administration
Edge Systems LLC July 2012 - Present
BANK OF AMERICA/MERRILL LYNCH April 2001 - October 2010
Bank of America March 2001 - October 2010
Bank of America January 2001 - January 2009
Merrill Lynch International March 1991 - April 2001
Skills
Portfolio Management, Management, Loans, Leadership, Investments, Finance, Credit, Banking, Marketing, Credit Analysis, Mortgage Lending, Wealth Management, Sales, Business Development
Education
Fisher College 1977 — 1979
Associate, International Business
Bank of America/Merrill Lynch December 1996 - Present
Bank of America/Merrill Lynch December 1996 - Present
BlessingWhite October 1993 - December 1996
New Jersey Monthly Magazine March 1993 - September 1993
New Jersey Bride Magazine March 1993 - September 1993
QLM Associates, Inc. October 1992 - August 1993
First for Women Magazine April 1989 - September 1991
The Amwell Press October 1984 - April 1989
Skills
Marketing, Content Development, Financial Services, Editing, Social Media, Wealth Management, Social Networking, Strategic Planning, Marketing Communications, Series 7, Teamwork, Business Analysis, Equities, Books, Marketing Strategy, Online Marketing, Content Management, Investments, Content Strategy, Mutual Funds, Editorial, Management, Advertising, Publications
Education
Moravian College
Bachelor of Arts, English Communication/Secondary Education
Tax Saving Professionals February 2014 - Present
The Strategic Financial Alliance May 2014 - Present
Family First Life December 2012 - Present
Independent Financial Advisor August 2011 - May 2014
JTAA 2010 - 2014
America's Choice Equities April 2010 - August 2011
Bank of America/Merrill Lynch October 2008 - April 2010
TIAA-CREF August 2006 - August 2008
Privateer Trading, LLC September 2005 - September 2006
Education
Johnson C. Smith University - JCSU 1996 — 2001
BS, Finance
Bank of America/Merrill Lynch March 2009 - Present
BlackRock March 2008 - November 2008
Merrill Lynch May 2006 - March 2008
Merrill Lynch August 2004 - May 2006
Education
Montclair State University 1992 — 1996
BA, English/Journalism
Bank of America/Merrill Lynch January 2010 - Present
SGS Overbrook December 2008 - December 2009
BlackRock September 2006 - December 2008
Merrill Lynch May 1992 - September 2006
Merrill Lynch January 1982 - January 1992
Skills
Portfolio Management, Leadership, Project Management, Strategy, Securities, Fixed Income, Investments, Management, Equities, Business Intelligence, Financial Services, Asset Managment, Mutual Funds, Vendor Management, Integration
Education
New Jersey Institute of Technology 1998 — 1999
MS, Information Systems
Rutgers University-New Brunswick 1978 — 1983
BS, Business
Hancock Bank October 2011 - April 2012
Bank of America/Merrill Lynch July 2009 - June 2011
Merrill Lynch November 2008 - May 2009
Merrill Lynch January 2001 - May 2008
Merrill Lynch July 1997 - January 2001
Alltel Information Systems August 1996 - July 1997
Summit Bank June 1990 - August 1996
Skills
Programming, Quality Assurance, Six Sigma, Integration, Databases, DB2, Software Documentation, Analysis, Testing, Program Management, SDLC, COBOL, Business Process, Requirements Gathering, Business Analysis, Visio, Requirements Analysis
Education
Ocean County College 1991 — 1995
Associate of Science, Computer Science
The Coca-Cola Company August 2012 - Present
SunTrust Bank November 2010 - August 2012
Bank of America/Merrill Lynch April 2010 - August 2010
InterContinental Hotels Group January 2007 - October 2009
InterContinental Hotels Group 1991 - 2006
Contel Corporation 1980 - 1991
Education
Kennesaw State University
BBA, Management
Goldman Sachs August 2015 - Present
bank of america/merrill lynch June 2010 - August 2015
Bank of America/Merrill Lynch Broadcort January 2009 - April 2010
Banc of America Securities February 2006 - January 2009
Domestic Securities August 2005 - December 2005
Pershing Trading Company January 1996 - January 2005
Pershing Trading Co January 1996 - January 2000
Pershing Trading Co January 1994 - January 1996
Skills
Equities, Trading, Capital Markets, Securities, Banking, Finance, New Business Development, Series 7, Prime Brokerage, Series 63, Bloomberg, Fixed Income, Series 55
Education
Fairleigh Dickinson University 1988 — 1992
Bachelor of Science, Finance and Economics
Montclair Immaculate Conception High School
Bank of America/Merrill Lynch July 2011 - Present
BB & T Private Financial Services March 2010 - July 2011
Bank Atlantic Financial Services February 2009 - March 2010
Bank of America March 2008 - January 2009
C.H.I Lending, Inc. March 2007 - February 2008
Metropolitan Home Loans January 2004 - March 2007
East West Home Loans January 1994 - March 2004
Pointe Federal Savings Bank 1991 - 1992
Prudential Insurance 1990 - 1991
Skills
Series 7, Investments, Retirement Planning, Banking, Credit, Leadership, Small Business Lending, Loans, Finance, Mortgage Lending, Commercial Banking, Underwriting, Sales, Wealth Management, Commercial Lending, Relationship Management
Education
De Montfort University 1987 — 1990
BA HONORS, ECONOMICS
J.P. Morgan September 2011 - Present
Barclays Capital July 2009 - September 2011
Bank of America/Merrill Lynch September 1991 - May 2009
Tait, Weller & Baker September 1989 - August 1991
Skills
401k, Executive Pay, Retirement, Employee Benefits, Succession Planning, Financial Services, Talent Management, PeopleSoft, Wealth Management, Deferred Compensation, Securities, Mergers, Talent Acquisition, Leadership Development, Investments, Pensions, Strategic Financial..., Employee Engagement, Change Management, Executive Management, Leadership
Education
Rutgers University-New Brunswick 2003 — 2003
MA, Human Resource Leadership
Rider University 1985 — 1989
BS, Accounting
Bank of America June 2012 - Present
Syntel August 2011 - December 2011
HSBC December 2010 - June 2011
Bank of America/Merrill Lynch November 2001 - November 2010
Education
Learning Tree International 2012 — 2012
Information Technology Project Management
DeVry Institute of Technology 1985 — 1988
BS, Computer Information Systems
Bank of America/Merrill Lynch December 2011 - Present
RJISI.COM June 2009 - November 2011
Goldman Sachs 2001 - 2009
Spear, Leeds & Kellogg 1987 - 2001
Skills
Asset Management, Bloomberg, Agile Project Management, Budgets, Business Development, Business Planning, Capital Markets, Data Center, Disaster Recovery, Electronic Trading, Enterprise Software, Equities, Executive Management, Financial Services, Fixed Income, Governance, Hedge Funds, IT Management, IT Strategy, ITIL, Infrastructure, Investment Banking, Leadership, Low Latency, Management, Market Data, Negotiation, Network Design, Network Security, Networking, Options, Portfolio Management, Process Engineering, Project Management, Project Planning, Resource Management, Risk Management, SEO, Service Delivery, Strategic Planning, Telecommunications, Trading, Trading Systems, Vendor Management
Education
City University of New York-Brooklyn College
Bank of America November 1997 - Present
Bank of America/Merrill Lynch 1931 - Present
Skills
SDLC, Fixed Income, Data Center, Disaster Recovery, Portfolio Management, Series 7, Software Project..., Vendor Management, Information Technology, Servers, Project Management, IT Service Management, Business Analysis, Equities, Risk Management, Enterprise Architecture, Troubleshooting, Trading Systems, Unix, IT Management, ITIL, Active Directory, Business Continuity
Education
Albright College
The Guardian Life Insurance Company of America October 2010 - May 2011
Bank of America/Merrill Lynch December 1979 - May 2010
Skills
Negotiation, Contract Management, Purchasing, Procurement, Vendor Management, Vendor Relations, Contract Negotiations, Contract Negotiation
Education
City University of New York-Baruch College
MBA, Management Science
Columbia University in the City of New York
BS, Classical Greek and Latin
Duke Energy Corporation January 2014 - Present
UNC Charlotte August 2012 - December 2013
Merrill Lynch January 2009 - July 2012
Merrill Lynch February 2006 - July 2012
Bank of America/Merrill Lynch January 2010 - January 2012
Bank of America January 2008 - January 2009
Bank of America January 2008 - December 2008
Bank of America January 2006 - January 2008
Education
University of North Carolina at Charlotte 2012 — 2013
Masters of Business Administration
North Carolina State University
Bachelor of Science, Business Management
Bank of America/Merrill Lynch May 2010 - Present
HSBC April 2007 - June 2009
Discover Card/SPS Payment Systems February 1997 - June 2001
Skills
Business Transformation, Process Engineering, Risk Management, Product Development, Product Management, Product Delivery, Program Management, Financial Management
Education
DePaul University 1980 — 1983
BS in Computer Science, Computer Science
The Blackstone Group March 2013 - Present
Barclays Capital June 2009 - March 2013
Bank of America/Merrill Lynch May 2005 - June 2009
SPX Corporation April 2004 - May 2005
Fried Frank January 2000 - April 2004
US Army April 1996 - January 2000
Skills
Securities, Capital Markets, Securities Regulation, Corporate Governance, Investment Banking, Dodd-Frank, SEC, Compliance, Cross-border...
Education
New York University School of Law
J.D.
Duke University
B.A., Public Policy
Bank of America/Merrill Lynch July 1995 - Present
Bank of America/Merrill Lynch 1995 - Present
Skills
Mainframe, Information Security..., Access, Process Improvement
Education
Adelphi University
Bachelor of Science, Management & Communications
Bank of America/Merrill Lynch June 2010 - Present
T. Rowe Price Group December 2000 - April 2009
T. Rowe Price Group September 1996 - December 2000
T. Rowe Price Group August 1992 - September 1996
Trans National Financial Services April 1989 - July 1990
Bain & Company September 1986 - April 1989
Education
Stanford University Graduate School of Business 1990 — 1992
Masters in Business Administration
Dartmouth College 1982 — 1986
Bachelor of Arts, Government
Bank of America/Merrill Lynch October 2013 - March 2014
RJK Corporations & NJ Monthly Magazine April 2010 - October 2013
Pershing July 2007 - November 2009
CitiStreet, TIAA-CREF, Wachovia September 2004 - July 2007
Mellon HR Solutions July 2002 - August 2004
Morgan Stanley Dean Witter March 2000 - December 2001
First Union February 1999 - March 2000
Metlife November 1997 - February 1999
Prudential Investment Retirement Services December 1989 - November 1997
Skills
Financial Services, Risk Management, Retirement Plan..., Qualified Retirement..., Banking, Manage Client..., Mutual Funds, 401k, Business Development, Business Strategy, Product Management, Product Marketing, Product Design, Product Development
Education
Howard University 1981 — 1986
BBA, Insurance/Finance
Bloomberg LP April 2015 - Present
Bank of America/Merrill Lynch 2012 - 2013
Dow Jones 2004 - 2012
JP Morgan Chase 1992 - 2004
Skills
Customer Relations, Client Services, Stock Market, Customer Service, Client Relationship..., Product Knowledge, Training Skills, Training, Blogging, Content Management, Access, Databases, Sales, Research, Financial Services, Public Speaking, Social Media, Analysis, Journalism, Online Research, Strategy, Salesforce.com, Account Management, Library Science, Management, CRM, Social Networking, Editing, Knowledge Management, Public Relations, Microsoft Excel, Software Documentation, Customer Experience, Metadata, Time Management, Taxonomy, Web Content, Microsoft Office, Troubleshooting
Education
Columbia University in the City of New York 1987 — 1991
MS, Library Science
SUNY Albany 1978 — 1980
BA, Theatre
Bank of America/Merrill Lynch February 2007 - Present
Merrill Lynch Investment Managers January 2005 - September 2006
Merrill Lynch Investment Managers January 2001 - December 2004
Merrill Lynch Investment Managers March 2000 - January 2004
Merrill Lynch Asset Management January 1997 - March 2000
Merrill Lynch Asset Management January 1982 - December 1996
Skills
Private Wealth..., Asset Allocation, Alternative Investments, New Business Development, Financial Planners, Healthcare, Security Analysis, Liquidity Management, Portfolio Management, Mutual Funds, Separately Managed..., Exchange Traded Funds, Series 7, Wealth Management..., Wealth Management, Series 63, Banking, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Finance
Stonehill College 1977 — 1981
Bachelor of Science in Business Administration, Accounting
Subway June 2008 - Present
Bank of America/Merrill Lynch October 2009 - June 2011
Merrill Lynch 1985 - 2007
Skills
Vendor Management, Disaster Recovery, SDLC, Data Center, Business Analysis, Information Technology, Process Improvement, Risk Management, ITIL, Mainframe, IT Management, PMO, Project Portfolio..., Software Documentation, Team Leadership, Program Management, SharePoint, Integration, Requirements Gathering, Visio, IT Operations, Databases, MS Project, IT Strategy, Business Process..., Quality Assurance, Project Management, Service Delivery, Enterprise Architecture, Cross-functional Team..., Management, Change Management
Education
Brookdale Community College
AAS, Computer Science
Bank of America/Merrill Lynch October 2006 - August 2012
Bank of America/Merrill Lynch March 1999 - October 2006
Bank of America/Merrill Lynch May 1992 - March 1999
Bank of America/Merrill Lynch June 1980 - May 1992
Skills
Oracle Financial, Hyperion Enterprise, Oracle Discoverer, Summit, Certified Treasury..., Fixed Income, Financial Reporting, Internal Controls, Treasury, Finance, Risk Management, Accounting, Account Reconciliation, Derivatives, General Ledger, Management, Analysis, Banking, Financial Analysis, Financial Modeling
Education
Bernard Baruch
Bachelor of Business Administration (B.B.A.), Accounting
Dowling College
15 credits toward M.S. in Education
U.S. Bank September 2013 - Present
Dovenmuehle Mortgage August 2012 - February 2013
Bank of America ( Legacy LaSalle Bank) April 2002 - June 2010
BANK OF AMERICA/MERRILL LYNCH January 1995 - June 2010
LaSalle Bank April 2002 - June 2009
LaSalle Bank February 1998 - July 2008
LaSalle Bank February 1998 - April 2002
LaSalle Bank May 1995 - April 2002
LaSalle Bank May 1995 - February 1998
First Chicago 1987 - 1995
Skills
Change Management, Strategic Planning, Operations Management, Risk Management, Customer Relations, Team Building, Problem Solving, Performance Management, Offshoring, Product Knowledge, Process Improvement, Process Engineering, Negotiation, Budgeting, Business Strategy, Coaching, Team Leadership, P&L Management, Financial Management, Organizational..., Management Consulting, Vendor Management, Planning, P&L, Leadership Development, Business Process..., People Management, Product Development, Sales Management, Account Management, Mergers, Quality Management, Continuous Improvement, Start-ups, Business Management, Process Management, Executive Management, Vendor Relations, Compliance, Restructuring, Strategy Development, Cross-functional Team..., Mentoring, Due Diligence, New Business Development, Succession Planning, Team Management, Business Planning, Re-engineering, Managerial Finance
Education
Illinois State University
Bachelor of Science, Political Science
Illinois State University
Master of Science, Political Science
Bank of America/Merrill Lynch June 2010 - December 2010
Garden State Health Systems January 2009 - April 2010
Merrill Lynch January 1990 - September 2008
Shearson Lehman Brothers January 1987 - January 1990
Management Science America January 1985 - January 1987
Skills
SDLC
Education
New Jersey State Elementary School Teacher CE
a Certificate, Client/Server Technology
Pace University
a Bachelor of Business Administration (BBA), Management Information Science(MIS)
Raritan Valley Community College
HSBC Global Banking and Markets September 2014 - Present
JPMorgan Chase July 2013 - September 2014
Bank of America/Merrill Lynch October 2007 - July 2013
Seaboard Securities December 2005 - October 2007
Skills
Fixed Income, Financial Risk, Risk Management, Banking, Investment Banking, Capital Markets
Education
University of Phoenix 2008 — 2010
MBA, Business Administration/Finance
New York Institute of Technology 1995 — 1999
B.S., Behavioral Sciences
International Compliance Association
Certificate in Regulatory & Financial Crimes Compliance
Sagence August 2015 - Present
Hoff Enterprises, LLC July 2015 - Present
Liquid Capital Group April 2014 - November 2014
Akuna Capital July 2012 - October 2013
Group One Trading, LP May 2011 - August 2011
Mike Fitzpatrick for Congress June 2010 - August 2010
Bank of America/Merrill Lynch June 2010 - August 2010
SMART Business Advisory and Consulting, LLC June 2009 - August 2009
Skills
Market Making, Options Strategies, Options, Electronic Trading, Bloomberg
Education
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science, Finance
Bank of America/Merrill Lynch June 2006 - November 2014
Bank Of New York 2000 - 2006
Education
City University of New York-Brooklyn College 1992 — 1997
BNP Paribas May 2012 - Present
Bank Of America/Merrill Lynch October 2008 - April 2012
Merrill Lynch January 2006 - October 2008
BNY Mellon May 2000 - January 2006
The Davis Agency March 1999 - June 2000
Skills
Microsoft Office, Liquidity funding, Customer Service, Fixed Income Products, Equities, Global Custody, Dividends, Settlements, Securities, Fixed Income, Portfolio Management, Financial Services, Corporate Actions, Series 7, Valuation, Middle Office, Asset Allocation, Bonds, Settlement
Education
Pace University - Lubin School of Business 2002 — 2007
BBA, Finanace
U.S. Bancorp Investments, Inc. February 2013 - Present
Morgan Stanley March 2011 - October 2012
Bank of America/Merrill Lynch August 2005 - December 2010
Morgan Stanley Dean Witter June 1986 - July 2005
Skills
Portfolio Management, Wealth Management, Series 7, Credit, Banking, Series 63, Mutual Funds, Asset Management, Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Change Management, Business Development
Education
Golden Gate University 1999 — 2001
MBA
University of Redlands 1988 — 1990
BSBAM
Colgate Palmolive June 2013 - Present
Colgate Palmolive June 2012 - May 2013
Vastardis Capital Services January 2006 - August 2010
Morgan Stanley June 2004 - January 2006
Bank of America/Merrill Lynch November 2003 - June 2004
Skills
Bloomberg, Financial Modeling, Valuation, Financial Reporting, Cash Management, Excel, Accounting, Reconciliations, Microsoft Office, Hedge Funds, Access, Reconciliation, Spreadsheets, General Ledger, Bloomberg Terminal, Financial Accounting, PowerPoint, Audit, Forecasting, Word
Education
Pace University - Lubin School of Business 2010 — 2012
Master of Business Administration
Investment Banking Institute 2011 — 2011
Rutgers University-New Brunswick 1998 — 2002
Bachelor of Arts
John P. Stevens High School 1995 — 1998
Labor of Love - Pet Service December 2014 - Present
La Chic Consignment Boutique November 2012 - June 2014
JT Property Services June 2011 - July 2011
Bank of America/Merrill Lynch September 1998 - March 2009
Skills
MS Word, Excel, Windows Server 2008, Siebel 7, Network..., Financial Services, Marketing Strategy, Microsoft Office, Project Management, Insurance, PowerPoint, Access, Banking
Education
Middlesex County College
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Montclair State University
Bachelor of Science (B.S.), Public Administration / Recreation Professions
Field Solution June 2014 - Present
Work Market January 2014 - Present
Field Nation January 2014 - Present
OnForce January 2012 - Present
Smart Source September 2011 - Present
C3i January 2012 - March 2012
OnForce 2011 - 2012
Bank of America\Merrill Lynch March 1997 - November 2010
F & R Micro Systems 1992 - 2005
Skills
Troubleshooting, Hardware, Operating Systems, Technical Support, Servers, VPN, Switches, Vendor Management, Networking, Software Installation, Testing, Help Desk Support, System Deployment, Visio, Cisco Technologies, Windows 7
Education
Northampton Community College 2011 — 2011
Computer Information Technology (Network)
Union County College Continuing Education 2003 — 2005
A+, Network +, Sec+(Certificate), CCNA ver3.1
Monroe County Voc Tech 2002 — 2003
Network and Fiber-Optic Cabling
Kean University 1990 — 1993
Computer Aided Design and Manufacturing CAD/CAM
Hudson County Community College
AAS, Electronic Engineering Technology
WellPoint September 2011 - August 2014
Bank of America/Merrill Lynch July 2000 - September 2011
Geogia Department of Corrections January 1998 - July 2000
Skills
Banking, Credit, Fixed Income, Equities, Financial Services, Financial Analysis, Securities, Mortgage Lending, Accounts Receivable
Education
Clark Atlanta University
Bachelor of Arts (BA), Business Admin/Accounting
Workforce January 2012 - March 2012
Bank of America/Merrill Lynch April 2010 - December 2011
Skills
Computer Proficiency, Technical Support, Microsoft Excel, Microsoft Word, PowerPoint, Office Management, Office Administration, Accounts Receivable, Customer Service, Microsoft Office
Education
ASA College 2011 — 2012
Associate's degree, Accounting
ASA Institute of Business and Computer Technology 2010 — 2012
Associate's degree, Business - Accounting
Branch Bank & Trust Company May 2013 - Present
Bank of America/Merrill Lynch April 1987 - May 2012
Barnett Bank 1987 - 1997
Skills
Capital Markets, Series 7, Commercial Lending, Credit, Banking, Securities, Commercial Banking, Wealth Management, Credit Analysis, Loans, Equities, Investment Banking, Series 63, Fixed Income, Portfolio Management, Derivatives, Asset Based Lending, Structured Finance, Investments, Wealth Management...
Education
Kent State University 1974 — 1977
Master of Business Administration (MBA), Banking, Corporate Finance, and Securities Law
Olivet Nazarene University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan Chase N.A April 2014 - February 2015
TD Bank May 2013 - December 2013
VIL Sono Inc August 2011 - May 2013
Bank of America/Merrill Lynch June 2012 - August 2012
VOS Courier Services Inc February 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, Modeling, Market Research, Forecasting, microsoft access, Security Analysis, Team Leadership, Data Analysis, Sales Operations, New Business Development, Strategic Planning, Financial Reporting, Financial Analysis, Business Strategy, Statistical Analysis in..., Valuation, Management, Accounting, Strategy, Investments, Portfolio Management, Business Planning, Finance, Risk Management, Banking, Financial Modeling, Bloomberg, Team Building, Corporate Finance, Strategic Financial..., Equities, Financial Services, Fixed Income, Capital Markets, Derivatives, Investment Banking, Securities, Credit Analysis, Mutual Funds, Credit, Hedge Funds, Wealth Management
Education
Investment Banking Institute Business School Pty Ltd 2013 — 2013
Intensive 4-week financial modeling and valuation training program
College of Staten Island (CUNY) 2007 — 2012
Bachelor of Science (BS), Finance
Edward R. Murrow
TeraExchange February 2014 - January 2015
Bank of America/Merrill Lynch May 1993 - 2012
Merrill Lynch April 1989 - April 1993
Merrill Lynch October 1986 - March 1989
Skills
Trading, Fixed Income, Securities, Capital Markets, Bloomberg
Education
Fordham University
Bachelor of Science (BS), Biology, General
Xaverian High School
Bank of America February 2006 - Present
BANK OF AMERICA/MERRILL LYNCH November 2005 - June 2013
TRAXIS PARTNERS, LLC July 2005 - October 2005
GOLDMAN, SACHS & CO July 2000 - March 2005
SALOMON SMITH BARNEY December 1998 - April 2000
CITIBANK May 1997 - November 1998
Skills
Banking
Education
New York University
Bachelors of Arts, Political Science
Tidewater Marketing Pros. July 2015 - Present
Bank of America/Merrill Lynch October 2008 - July 2014
Va House of Comedy February 2003 - September 2007
WNSB HOT 91.1 FM Norfolk, Virginia August 1997 - May 2002
Skills
Banking, Relationship Management, Risk Management, CRM, Customer Service, Call Centers, Account Management, Management, Team Leadership, Leadership, Customer Experience, Finance, Coaching, Process Improvement, Strategic Planning, Change Management, Credit Cards, Mortgage Lending, MIS, Credit, Business Development, Credit Analysis, Equities, Financial Services, Investments, Loans, Portfolio Management, Sales Management, Team Management, Customer Relations, Business Analysis, Retail Banking, Negotiation, Operations Management, Sales, Team Building, Financial Risk, Analysis, Vendor Management
Education
Norfolk State University 1997 — 2002
Bachelor of Science (BS), Mass Communication/Media Studies