Bank of America/Merrill Lynch Wealth Management

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Bank of America/Merrill Lynch Wealth Management Employees

Employee
Years
Job
Industry
Brandon Saliba Brandon Saliba Las Vegas, Nevada Area Details
Brandon Saliba's Bank of America/Merrill Lynch Wealth Management Experience April 2009 - March 2011
Job Senior Vice President, Wealth Management Advisor @ U.S Bank, The Private Client Reserve
Industry Financial Services
Experience
U.S. Bank, The Private Client Reserve   April 2014 - Present
Morgan Stanley Private Bank N.A.   March 2011 - March 2014
Bank of America/Merrill Lynch Wealth Management   April 2009 - March 2011
Bank of America, Premier Banking & Investments   February 2005 - April 2009
Bank of America, Premier Banking & Investments   December 2002 - February 2005
Bank of America, Consumer Division   July 1996 - December 2002

Skills
Banking, Portfolio Management, Investments, Credit, Loans, Strategic Financial..., Commercial Banking, Securities, Financial Services, Mortgage Lending, Financial Advisory, Private Banking, FINRA, Series 7, Wealth Management, Series 63, Management, Uniform Combined State..., Asset Allocation, Wealth Management..., Retirement Planning, Finance, Investment Advisory, Commercial Lending, Relationship Management, Series 65, Asset Management, Fixed Income, Mutual Funds, Financial Planning

Education
University of Nevada-Las Vegas   1996 — 1999
Hotel Management

Beatrice Gregg Beatrice Gregg Warren, New Jersey Details
Beatrice Gregg's Bank of America/Merrill Lynch Wealth Management Experience August 1987 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management   August 1987 - Present

Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Program Management, Business Analysis, Process Improvement, Analysis, Vendor Management, Management, SDLC, Financial Services, Requirements Analysis, IT Strategy, Software Project..., Portfolio Management

Education
Baruch College   1982 — 1986
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences

Joe Cahayla Joe Cahayla Greater New York City Area Details
Joe Cahayla's Bank of America/Merrill Lynch Wealth Management Experience May 2012 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management   May 2012 - December 2012
Bank of America/Merrill Lynch Wealth Management   January 2010 - December 2011
Depository Trust and Clearing Corporation  August 2009 - December 2009
Merrill Lynch  September 2002 - February 2009
Merrill Lynch  2000 - 2002
Merrill Lynch  1992 - 2000
Merrill Lynch - Securities Processing   January 1989 - January 1992

Skills
Securities, Fixed Income, Equities, Middle Office, Capital Markets, Mutual Funds, Corporate Actions, Securities Lending, FINRA, Settlement, Credit Derivatives, Electronic Trading, Credit Risk, Financial Markets, Bloomberg, Bonds, Market Data, KYC, Financial Regulation, Back Office, Relationship Management, Series 24, Structured Products, Operational Risk..., Swaps, Operational Risk, Financial Modeling, Equity Trading, Credit

Education
Bloomfield College
BS, Business/Marketing

PACE UNIVERSITY, Lublin School of Business
Post Graduate Studies, Finance

Michelle (Reardon) Carter Michelle (Reardon) Carter United States Details
Michelle (Reardon) Carter's Bank of America/Merrill Lynch Wealth Management Experience January 2009 - Present
Job Managing Director, Bank of AmericaMerrill Lynch Global Wealth Investment Management
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management   January 2009 - Present
Merrill Lynch  December 2000 - December 2008
KPMG Advisory  July 1997 - November 2000
CoreStates Bank  October 1995 - 1997
First Interstate Bank  January 1993 - September 1995
Connecticut National Bank  June 1988 - September 1992

Skills
Wealth Management, Investments, Investment Advisory, Risk Management, AML, Internal Audit, Broker-Dealer Compliance, Investment Advisor..., Series 7, Securities, Auditing, Portfolio Management, Hedge Funds, Internal Controls, Anti Money Laundering, Banking, Equities, Fixed Income, Financial Services, Alternative Investments

Education
Providence College   1984 — 1988
B.S., Finance

Ellington High School   1980 — 1984

Eileen Mayer Eileen Mayer Greater Chicago Area Details
Eileen Mayer's Bank of America/Merrill Lynch Wealth Management Experience August 2010 - September 2011
Job Merrill Lynch
Industry Financial Services
Experience
Manhard Consulting  April 2013 - April 2014
Bank of America/Merrill Lynch Wealth Management   August 2010 - September 2011
Deerfield Capital Management  September 2006 - May 2008
Deerfield Capital Management, LLC   September 2004 - September 2006
Deerfield Capital Management  August 2002 - September 2004
Greentree School   September 1998 - June 2002
Roderick J. Bergin & Associates   June 1996 - September 1998

Education
DePaul University   1998 — 2000
MA, Elementary Education

DePaul University   1986 — 1990
BA, Communications

Edward Megargee Edward Megargee Princeton, New Jersey Details
Edward Megargee's Bank of America/Merrill Lynch Wealth Management Experience January 1994 - Present
Job Vice President, Financial Advisor at Bank of America/Merrill Lynch Wealth Management
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management   January 1994 - Present
Bank of America/Merrill Lynch Wealth Management   January 1994 - Present
Bank of America  June 1990 - January 1994
MATEJ BEL UNIVERSITY   October 1992 - December 1993
Bank of America  January 1988 - June 1990
OFFICE OF THE SOCIAL APOSTOLATE   August 1984 - December 1987

Education
Post GraduateMONMOUTH COLLEGE
MBA, Finance

Rutgers University-New Brunswick   1980 — 1984
BA, Philosophy

Maritess Magtanong Maritess Magtanong San Francisco Bay Area Details
Maritess Magtanong's Bank of America/Merrill Lynch Wealth Management Experience May 2010 - August 2010
Job Assoc Tech Support Analyst
Industry Internet
Experience
Visa  April 2014 - Present
Bank of Hawaii  February 2013 - March 2014
Bank of Hawaii  June 2011 - February 2013
New England Financial  May 2010 - June 2011
Mills College Office of Undergraduate Admission   January 2011 - May 2011
Mills College  September 2010 - March 2011
Bank of America/Merrill Lynch Wealth Management   May 2010 - August 2010
MetLife/New England Financial  January 2010 - May 2010
First Insurance Company of Hawaii  June 2009 - September 2009
Mills College Center   January 2009 - May 2009

Skills
Access, Excel, Photoshop, VBA, 10 Key, Mutual Funds, Reconciliation, Accounting, Bloomberg, Trust Services, Microsoft Office, Economics, Eviews, Process Improvement, Databases, Project Management, Visio, MS Project, Microsoft Excel, Financial Analysis, Leadership, Public Speaking

Education
Mills College   2007 — 2011
BA

University of Hawaii at Manoa   2010 — 2010

Queen Mary, U. of London   2009 — 2009

Michael Balzano III Michael Balzano III Greater Boston Area Details
Michael Balzano III's Bank of America/Merrill Lynch Wealth Management Experience September 2006 - December 2009
Job Senior Tax Credit & Cost Reduction Advisor at BV Resource Advisors LLC
Industry Financial Services
Experience
BV Resource Advisors LLC   February 2015 - Present
Next Step Living  October 2014 - March 2015
Zacks Investment Management  November 2013 - October 2014
Metlife Resources  November 2009 - November 2013
Bank of America/Merrill Lynch Wealth Management   September 2006 - December 2009
Wachovia Bank  November 2000 - August 2004
Mellon Bank  1997 - 2000

Skills
Retirement Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Insurance, Investment Strategies, Wealth, Portfolio Management, Wealth Management, Retirement, Financial Services, Series 6, Series 7, Alternative Investments, Equities, Investment Management, Health Insurance, Finance, Wealth Management..., Capital Markets, Defined Benefit, Financial Markets, Investment Advisory..., Separately Managed..., Employee Benefits, Defined Contribution, Securities, Hedge Funds, Asset Management, IRAs, Relationship Management, Fixed Income, Loans, Financial Modeling, Life & Health Insurance..., Credit, 401k, Financial Analysis, Risk Management, Life Insurance, Financial Planners, Fixed Annuities, Pensions, Strategic Financial..., Bonds

Education
University of Rhode Island   1980 — 1982
BS/BA, Business - Marketing

Karen Noce Karen Noce Salt Lake City, Utah Details
Karen Noce's Bank of America/Merrill Lynch Wealth Management Experience February 2010 - Present
Job Manager, Compliance Policies and Communications at Bank of America
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management   February 2010 - Present
Merrill Lynch  June 2000 - January 2010
Merrill Lynch  April 1996 - May 2000

Skills
Series 24, Series 7, FINRA, Securities, AML, Securities Regulation, Series 63, KYC, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Capital Markets, Fixed Income, Financial Services, Financial Regulation, Wealth Management, OFAC, Asset Management, Options, Investments

Education
Creighton University   1984 — 1989
B.A., Philosophy

Satish Peters Satish Peters Washington D.C. Metro Area Details
Satish Peters's Bank of America/Merrill Lynch Wealth Management Experience February 1997 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Merril Lynch/Bank of America Wealth Management   2009 - Present
Bank Of America/Merrill Lynch Wealth Management   February 1997 - Present

Skills
Loans, High Net Worth..., Series 7, Credit, Investment Management, Wealth, Wealth Management, Banking, Trusts, Investments, Mortgage Lending, Relationship Management, Investor Relations, Management, CRM, Strategic Financial..., Risk Management, Series 63, Financial Services, Commercial Banking, Portfolio Management, Financial Analysis, Private Banking, Cash Management, Asset Management, Fixed Income, Equities

Education
University of Maryland University College   2003 — 2007
MS, Project Management

Bangalore University   1981 — 1988
B.E, Mechanical Engineering

Brad Roberson Brad Roberson Greater Atlanta Area Details
Brad Roberson's Bank of America/Merrill Lynch Wealth Management Experience November 2006 - May 2009
Job Financial Advisor
Industry Investment Management
Experience
Merrill Edge  July 2012 - Present
E*TRADE Financial  June 2010 - June 2012
Bank of America/Merrill Lynch Wealth Management   November 2006 - May 2009

Education
Florida Atlantic University   1998 — 2000

Puneet Chadha Puneet Chadha Greater New York City Area Details
Puneet Chadha's Bank of America/Merrill Lynch Wealth Management Experience January 2008 - May 2012
Job VP/Citi Private Bank Alternative Investments
Industry Investment Management
Experience
Citi Private Bank  June 2014 - Present
Bank of America Merrill Lynch  October 2013 - June 2014
GE Capital  May 2012 - October 2013
Bank of America/Merrill Lynch Wealth Management   January 2008 - May 2012
Wexford Capital  January 2007 - January 2008

Skills
Hedge Funds, Alternative Investments, Investments, Asset Management, Portfolio Management, Fund Of Funds, Equities, Finance, Due Diligence, Financial Services

Education
State University of New York College at Oneonta   2003 — 2006
BS, Accounting & Economics

Saint John's University   2002 — 2003

Floral Park Memorial   1999 — 2002