Merrill Lynch / Bank of America
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
Merrill Lynch / Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch / Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Merrill Lynch / Bank of America Employees
McGladrey May 2014 - Present
Asset Campus Housing January 2014 - December 2014
TLG Real Estate Services March 2013 - January 2014
Merrill Lynch – Bank of America June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Social Media, Leadership, SnagIt, Microsoft Word, Sales, Research, Event Planning, Management
Education
Florida State University 2010 — 2015
B.S. Accounting (2015) + B.S. Finance (2014), College of Business, Senior
Merrill Lynch / Bank of America October 2006 - Present
Skills
Small Business Lending, Commercial Banking, Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Operations Management, Web Design, Service Management, Customer Service, Sales Management, Salesforce.com, Sales Operations, Photoshop, Dreamweaver, Photography, Training, Consumer Lending, Sales
Education
Liberty University 2009 — 2011
BS, Business Managment
Tarrant County College 2007 — 2009
AA, Business Administration, Management and Operations
Merrill Lynch / Bank of America 2007 - 2012
Spring Mobile (Cingular/ AT&T) 2006 - 2007
PageNet/ Arch Wireless 2000 - 2002
Rosses Medical 1999 - 2000
Elekta (Precision Therapy Int.) 1992 - 1997
Skills
Retirement Benefits, Benefits Administration, 401k Rollovers, FINRA, Histology, Chemistry, Analytical Chemistry, Distillation, Vacuum Distillation, Agarose Gel..., Thin Layer..., Digimelt/ Melting Point..., C-NMR, Recrystallization, Column Chromatography, IR spectroscopy, Liquid Liquid Extraction, pH Analysis, Titration, Mass Spectrometry, Reflux Condensation, Aseptic Technique, Radiation Therapy, Brachytherapy, Medical Devices, Laboratory Safety, Laboratory Equipment, Technology, Microsoft Office, Telecommunications..., Mac OS, Technical Support, Sales Process, Customer Support, Onboarding, Outlook, Employee Benefits, Sales, 401k, Human Resources, Customer Service, Iso 9000, FDA GMP, Training, Time Management, Legal Compliance
Education
University of Colorado at Denver 2012 — 2013
Bachelor of Science (B.S.), Biology/Biological Sciences, General Chemistry, B
Metropolitan State University of Denver 2010 — 2011
Biology, General, B
Community College of Denver 2007 — 2010
Associate of Science (A.S.), Biology, General, B
Merrill Lynch / Bank of America May 2013 - Present
Garden City Group October 2010 - November 2012
KURTZMAN CARSON CONSULTANTS June 2009 - September 2010
Computershare October 2007 - June 2009
Administar Services Group LLC October 2006 - October 2007
Multi Cultural Network 2002 - 2007
Jacksonville Regional Chamber of Commerce 2002 - 2004
Capitas Financial 2002 - 2004
New England Financial November 1998 - February 2001
Skills
Access, Project Management, Process Improvement, Management, Insurance, Budgets, Training, Microsoft Excel, Visio, Customer Service, Outlook, Event Planning, Event Management, Team Leadership, Public Speaking, Microsoft Office, Microsoft Word, Operations Management, Sales, Human Resources, Marketing, Recruiting, Nonprofits, Time Management, Strategic Planning, Project Planning, Policy, Fundraising, Accounting, PowerPoint, Coaching, Negotiation, Finance, Analysis, Business Process..., Employee Benefits, Banking, Contract Negotiation, Financial Analysis, Leadership, Research, Risk Management
Education
University of North Florida 1995 — 2001
BBA, Banking and Finance
Fountain Financial Advisors, Inc. January 2000 - Present
Merrill Lynch / Bank of America May 2003 - June 2010
First Tennessee Bank June 2006 - March 2008
Financial Planning Investment Group January 1993 - December 2000
Skills
Financial Planning, Investment Advisory, Insurance Planning, Estate Planning, Wealth, Wealth Management, Insurance, Risk Management, Asset, Financial Markets, Retirement Planning, Retirement, Retirement Income..., Financial Advisory, Disability Insurance, Wealth Accumulation, IRA's, Term Life Insurance, Asset Allocation, Small Business, IRAs, Strategic Financial..., Financial Services, Finance, Securities, Life Insurance, Investment Strategies, Mutual Funds, Series 7, Investments, Certified Financial..., FINRA
Education
Leadership Forsyth
Palm Beach Atlantic University
Bachelor's degree
IBM April 2013 - Present
X-Change Financial Access January 2012 - September 2012
Merrill Lynch / Bank of America October 2005 - December 2011
Motorola March 1995 - May 2003
Skills
Active Directory Support, Citrix Support, Technical Support, Windows 7, Windows 7 Migration, Microsoft Office, Trading Application..., Microsoft Exchange, Network Backup..., Windows Server Backup..., Bloomberg, Incident Management
Education
DeVry University 2006 — 2009
Bachelors of Science, Computer Systems Analysis/Analyst
Roosevelt University 2000 — 2003
Marketing
Cigna March 2014 - Present
Merrill Lynch / Bank of America June 2007 - September 2013
Michelle's Reception Center September 1990 - February 2007
Carrera Medical Center / Pharmacy March 1983 - February 2007
Skills
Medical Terminology, Pediatrics, Time Management, Organizational..., Keen Listener, Stress Management, Event Planning, Event Management, Inventory Management, Account Management, Financial Accounting, Spanish, Customer Service, Customer Satisfaction, Customer Engagement, Collections, Call Centers, Medical Diagnostics, Clinic Management, Pharmaceutical Sales, Project Planning, Marketing Strategy, Digital Marketing, Non-profit Volunteer, Mortgage Servicing, Coaching, Budgets, Sales, Management, Marketing, CRM, Negotiation, FHA, Loan Servicing, Mortgage Lending, Customer Retention, Real Estate, Portfolio Management
Education
Universidad de Guayaquil 1974 — 1982
Doctor of Medicine (M.D.), Pediatrics Residency Program
Santo Domingo de Guzman 1971 — 1974
High School Diploma, Chemistry, Mathematics, Biology, and Physics
PCM August 2015 - Present
High Point Solutions April 2014 - June 2015
Vicom Computer Services July 2012 - March 2014
Siwel Consulting July 2011 - May 2012
Merrill Lynch / Bank of America May 2010 - July 2011
Washington Mutual Corporation June 2007 - January 2009
Merrill Lynch July 2005 - June 2007
New York Health & Hospitals Corporation March 2003 - July 2005
Daticon November 2002 - March 2003
Syncsort August 2002 - December 2002
Skills
Disaster Recovery, Servers, Data Center, Microsoft Exchange, NetApp, Virtualization, Troubleshooting, Business Analysis, Networking, Databases, NCDA, NCIE, SQL, Software Documentation, Cloud Computing, Project Management, Infrastructure, Solaris, SAN, Storage, VMware, NAS, Storage Area Networks, Certified Directory..., High Availability, Access, R Programming, Data Science, Cisco Certified, Cisco UCS, CommVault, Nimble, Catalogic, IBM XIV, IBM Certified, IBM SAN, Groupwise
Education
New York University - Leonard N. Stern School of Business 2006 — 2013
Master of Business Administration (M.B.A.)
Caltech 1988 — 1995
BS, Economics, Engineering
Southwest High 1984 — 1988
High School
Wells Fargo Home Mortgage January 2011 - September 2012
Vendor Outsource for the Wells Fargo Home Preservation/Wachovia Loss Mitigation Project January 2010 - July 2010
Merrill Lynch / Bank of America August 2008 - June 2010
WORLD SAVINGS / WACHOVIA August 1998 - August 2008
Amnesty International Nonprofit Organization March 1998 - July 1998
University of California Davis Main Campus Bookstore June 1994 - March 1998
Xerox Corporation June 1997 - September 1997
California State Office of International Relations May 1996 - September 1996
UC Davis International Student Department May 1995 - September 1995
Skills
Office Administration, Mortgage Banking, Accounting, Cash Management, Project Management, Loss Mitigation, Mortgage Underwriting, Financial Advisory, Series 7, Series 66, FHA financing, Legislative Policy, Underwriting, Finance, Investment Properties, Investors, Refinance, Uniform Combined State..., Mortgage Lending, Real Estate, Credit, Investments, Management, Loan Origination, Sales, Banking, FHA, Loans, Strategic Financial..., Real Estate Financing, Financial Risk, USDA, VA loans, Residential Mortgages, FHA Financing, Financial Planning, Credit Analysis, VA Loans
Education
University of California, Davis 1994 — 1998
International Relations & History
El Cerrito High School
BlackRock 2012 - Present
Evyavan Advisory Services June 2011 - August 2011
Merrill Lynch Bank of America June 2010 - July 2010
Skills
Mandarin, Excel, PowerPoint, Word, Microsoft Office, Microsoft Word, Investments, Microsoft Excel, Research, Financial Modeling, Economics, Financial Analysis
Education
Princeton University 2009 — 2013
A.B., Economics
Watchung Hills 2004 — 2009
Prudential Financial November 2014 - Present
Prudential Financial July 2012 - Present
Prudential Financial November 2010 - July 2012
Independent Sales Agent December 2009 - October 2010
Merrill Lynch / Bank of America August 2008 - December 2009
Englert, Inc. September 2001 - July 2008
Oxford Sales & Service 1999 - 2001
Johnson O'Hare 1996 - 1999
C & S Wholesale Grocers 1994 - 1995
Nash Finch Company 1992 - 1994
Skills
Fearless, Inventory Management, Manufacturing, Team Building, Retail, Public Speaking, Situational Leadership, Value Investing, Socially Responsible..., Growth Investing, Metal Roofing, Leadership, Customer Service, Mutual Funds, Time Management, Sales, Insurance, Retirement, Finance, 401k, Retirement Planning, Series 7, Series 63, Strategic Financial..., Investments, Analysis, Networking, Financial Services, Small Business, Fixed Annuities, Employee Benefits, Customer Retention, Financial Planning
Education
Southern Connecticut State University 1986 — 1989
Bachelor's degree
Notre Dame of West Haven 1980 — 1984
PricewaterhouseCoopers LLP July 2013 - Present
PricewaterhouseCoopers February 2011 - June 2013
1199 SEIU June 2010 - February 2011
Wolters Kluwer February 2007 - December 2009
Merrill Lynch / Bank of America April 2006 - February 2007
Capgemini May 2004 - April 2006
Polaris Financial Technology Limited May 2003 - May 2004
Vora Information Limited August 2002 - April 2003
Kaihatsu Tech. Ltd. July 2001 - August 2002
Skills
.NET, Business Analysis, Business Process, Management, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, SDLC, Software Development, Software Project..., Solution Architecture, Unix, Vendor Management
Education
University of Mumbai
BE, Electronics
MetLife August 2011 - Present
Merrill Lynch / Bank of America 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2000 - 2004
Merrill Lynch 2000 - 2002
Merrill Lynch 1990 - 2000
Skills
Business Planning, Management, CRM, Vendor Management, Series 7, Strategy, Equities, Leadership, Six Sigma, Investments, Business Development, Start-ups, Strategic Planning, Training, Financial Services, Banking, Performance Management, Risk Management, Project Management, Marketing Strategy, Quality Assurance, Wealth Management, Securities, Mutual Funds, Call Centers, New Business Development, Fixed Income, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick
Georgetown University September 2015 - Present
AIG January 2013 - September 2015
Bank of America April 2011 - January 2013
MERRILL LYNCH / BANK OF AMERICA March 2009 - April 2011
Merrill Lynch February 2003 - March 2009
Telcordia Technologies June 2000 - March 2003
AT&T Capital-Systems Leasing February 1995 - June 1999
Skills
Contract Negotiation, Procurement, Supply Chain Management, Purchasing, Financial Analysis, Portfolio Management, Due Diligence, Strategic Planning, Sales, Mergers, Public Speaking, Risk Management, Financial Modeling, Change Management, Vendor Management, Project Management, Leadership, Program Management, Analysis, Negotiation, Strategic Sourcing, Strategy, Process Improvement, Investments, Capital Markets, Executive Management, Business Planning, Budgets, Business Strategy, Financial Services, Mergers & Acquisitions, Management, Asset Management, Business Process..., Management Consulting, Team Leadership, Finance, Cross-functional Team..., Securities, Business Analysis, Global Sourcing, Fixed Income, Banking, Business Development, Corporate Finance, Operations Management, Insurance, Forecasting, Start-ups, Equities
Education
Georgetown University Law Center
J.D., Law
Morehouse College
Bachelor of Arts (B.A.), Political Science and Government
Teaneck H.S.
JPMorgan Chase September 2012 - Present
JP Morgan Chase July 2010 - August 2012
Merrill Lynch / Bank of America January 2009 - July 2010
Merrill Lynch August 2005 - July 2010
Bank of America March 2009 - June 2010
Merrill Lynch Investment Managers January 1999 - August 2005
Merrill Lynch 1994 - 1996
Skills
Vendor Management, SDLC, PMO, Portfolio Management, Financial Services, Business Analysis, Change Management, Six Sigma, Governance, Fixed Income, Integration, Management, Equities, Business Process..., Strategic Sourcing, Financial Risk, Risk Management, Securities, Derivatives, Project Portfolio..., Process Improvement, Wealth Management, Program Management, Outsourcing, Relationship Management, Banking, Offshoring, Trading Systems, Resource Management, IT Strategy, Strategy, Requirements Gathering, Business Transformation, PMP, Investment Banking, Project Delivery
Education
Rider University 1981 — 1986
BA
AT&T June 2013 - Present
NJIT November 2012 - May 2013
Merrill Lynch & Bank of America January 2007 - August 2012
TEKsystems 2003 - 2005
Aplion 2000 - 2002
The Tolly Group 1998 - 2000
Concurrent Computer Corporation 1982 - 1998
Skills
Emerging Technologies, APIs, Network Architecture, Big Data, Cloud Computing, Testing, Social Media Marketing, Project Management, Information Architecture, Visio, Cross-functional Team..., Technical Writing, Content Management, SharePoint, Unix, SDLC, Analysis, User Interface Design, Start-ups, Agile Methodologies, Troubleshooting, Requirements Analysis, User Experience, Program Management, Software Documentation, Management, Leadership, Web Content Management, Enterprise Software, Content Strategy, Dreamweaver, Business Analysis, Online Marketing, Product Management, Architecture, HTML, Integration, Networking, Social Media, Product Development, Data Analysis, Web Development, Social Networking, Documentation, E-commerce, Web Design, Analytics, Writing, iRise, Software Development
Education
New Jersey Institute of Technology 2010 — 2013
Master of Science
New Jersey Institute of Technology 2011 — 2013
Masters Certificate in Social Media Essentials
University of Phoenix 2000 — 2004
BSEB
Ocean County College
AAS (2 degrees)
Merrill Lynch / Bank of America January 2006 - Present
Merrill Lynch April 2002 - January 2006
Merrill Lynch December 2000 - April 2002
Merrill Lynch April 1999 - December 2000
Homeside Lending June 1998 - April 1999
Skills
Liaison, Call Center, Project Planning, Integration, Workforce Management, Business Analysis, Vendor Management, SDLC, Risk Management, Visio, Process Improvement, Requirements Analysis, Insurance, Project Management, Banking, Software Documentation, Six Sigma, Series 7, Business Continuity, Telecommunications, Analysis, Change Management, Relationship Management, Management, Business Process..., Financial Analysis, Strategy, Training, Call Centers, CRM, Program Management, Requirements Gathering, IT Strategy, Financial Services, Leadership, Software Project...
Education
Jacksonville University 2002 — 2004
MBA, Business/Management
University of Mississippi 1991 — 1996
BBA, Economics & Finance
Fidelity Investments March 2014 - Present
Merrill Lynch / Bank of America November 2011 - February 2014
Merrill Lynch December 2006 - December 2011
Smith Barney 1990 - 2006
Skills
Equities, Fixed Income, Capital Markets, Wealth Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Financial Analysis, Securities, Asset Allocation
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Finance and Financial Management Services
NJM Insurance Group October 2012 - Present
American Family Insurance August 2009 - October 2012
Merrill Lynch / Bank Of America 2003 - 2008
IBM June 2000 - September 2001
Indosoft internatinal 1997 - 1999
Skills
Quality Assurance, Testing, Quality Center, SDLC, Guidewire Policy Center, Guideware Billing Center, Guidewire Claim Center, Agile Methodologies, Quality Management, Project Management, Project Planning, Test Management, Software Quality..., Test Strategy, Personal Lines, Commercial Lines, Workers Compensation, Data Warehousing, Software Project..., Test Planning, Requirements Gathering, Vendor Management, User Acceptance Testing, Requirements Analysis, QTP, Business Requirements, QTP, Business..., Waterfall, System Testing, Test Automation, DB2, SOA, Scrum, PMP, Oracle, Manual Testing, Personal Development, HP Quality Center
Education
Andhra University 1994 — 1997
MCA, Master in Computers
Bank of New York Mellon March 2011 - Present
Merrill Lynch / Bank of America May 1987 - December 2010
Skills
SQL, Java, Perl, C#, Unix, Software Development, Integration, SDLC, Software Project..., Management, Enterprise Architecture, Business Analysis, CRM, Team Management, Outsourcing, Vendor Management, Business Intelligence
Education
Baruch College, City University of New York (CUNY) 1982 — 1984
BBA, Computer Science
Merrill Lynch / Bank of America November 2011 - Present
Amirani International, Inc. (Non Profit) January 2006 - November 2011
Freelance October 2008 - 2011
Ad Hoc Art / NY Gallery and Creative Center May 2008 - September 2008
abrakadoodle, inc January 2007 - December 2007
Skills
InDesign, Illustrator, Graphic Design, Typography, Photography, User Interface Design, Photoshop, Motion Graphics, After Effects, Multimedia, Image Editing, Color Correction, Microsoft Office, Design Research, English, German, Russian, Professional Experience, Free Hand, Corporate Identity, Posters, Corporate Branding, Information Design, Concept Design, Creative Strategy, Branding
Education
Pratt Institute 2008 — 2010
M.S, Communication Design
Alanus Hochschule / College of Art and Communication 2000 — 2004
Art Therapy and Painting
Academy of Fine Arts 1992 — 1996
M.S, Book Illustration & Printmaking
Merrill Lynch / Bank of America January 2006 - Present
Blackrock 2002 - 2006
Merrill Lynch Investment Managers February 2002 - December 2005
Skills
Series 7, Alternative Investments, Currency, Asset Allocation, Investments, Portfolio Management, Loan Origination, Strategic Financial..., Retirement Planning, Tax, Financial Advisory, Estate Planning, Financial Analysis, Retirement, Financial Risk, Insurance, Relationship Management, Finance, Wealth Management, Strategy, Securities, Investment Advisory, Mutual Funds, IRAs, Fixed Income, Financial Services, Series 63, Investment Strategies, Bonds, Options, Equities, Asset Management, Hedge Funds, Uniform Combined State..., Investment Management, FINRA, Capital Markets, Wealth Management..., ETFs, Financial Markets, Banking, Bloomberg, Trading, Series 24, Derivatives
Education
Rutgers University-New Brunswick 1998 — 2001
BA, Economics & Finance
South Brunswick High School 1989 — 1993
Merrill Lynch / Bank of America October 2007 - Present
Barclays Capital February 2001 - September 2007
ING Barings LLC January 2000 - February 2001
Skills
Capital Markets, Credit Analysis, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Investment Banking, Risk Management, Bloomberg, Portfolio Management, Valuation, Hedge Funds
Education
St. Peter's College 1989 — 1994
Bachelor of Science (B.S.), Computer Science
Campus Eye Group October 2014 - Present
Burlington Stores (BURL on NYSE) April 2013 - January 2015
Aricent Group June 2011 - April 2013
Rosetta May 2010 - May 2011
CB Richard Ellis March 2010 - May 2010
Novo Nordisk Inc. / Kelly Services February 2010 - March 2010
Merrill Lynch / Bank of America 2006 - 2009
Merrill Lynch 2006 - 2009
Pace Press, Inc. October 1999 - January 2006
Skills
Outlook, Excel, Administrative Support, PowerPoint, Word, Management, Administrative..., Time Management, Microsoft Word, Finance, Microsoft Excel, Team Management, Teamwork, Customer Service, Visio, Microsoft Office, Strategic Planning, Budgets, Access, Process Improvement, Leadership, Analysis, Human Resources, Project Planning, Project Management, System Administration, SharePoint, Lotus Notes, Financial Reporting, Business Analysis, Program Management, Vendor Management
Education
Saint Peter's University 1992 — 1994
N/A, Computer and Information Systems
St. Dominic Academy 1980 — 1984
HS, All
Landmark Partners August 2012 - Present
Bank of America Merrill Lynch November 2010 - June 2012
Oppenheimer & Co August 2009 - November 2010
Lazard Frères & Co June 2009 - August 2009
Merrill Lynch / Bank of America June 2008 - May 2009
Sandcastle Bartending Services May 2007 - December 2008
Viant Capital May 2008 - August 2008
Skills
Investment Banking, Mergers, Corporate Finance, IPO, Mergers & Acquisitions, Financial Modeling, LBO, Valuation
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
Bachelor of Science in Business Administration, Business
The Metropolitan Museum of Art August 2012 - October 2014
Level 3 Communications April 2011 - July 2012
U.S. Information Systems June 2004 - December 2010
Barclays Capital January 2009 - November 2010
New York Stock Exchange September 2008 - December 2008
Merrill Lynch / Bank of America September 2005 - August 2008
Arnold and Porter May 2005 - September 2005
Goldman Sachs June 2004 - May 2005
Skills
Switches, Cisco Technologies, Telecommunications, Troubleshooting, Servers, Data Center, Networking, Technical Support, Software Installation, Hardware, Wireless Networking, Software Documentation, Testing, SharePoint, Photoshop, Management, Juniper, Cabling, Photography, Blogging, Fiber Optics, Optical Fiber, Network Administration
Education
Institute of Audio Research -Audio and Recording Engineering 1996 — 1998
A.A.S, Audio Engineering
Pace University 1995 — 1996
Liberal Arts
AutoAnything / AutoZone June 2012 - Present
Ashford University May 2011 - April 2012
Self Employed December 2008 - May 2011
Merrill Lynch / Bank of America December 2005 - December 2008
Golden State Underwriters August 2003 - December 2005
ALL-AMERICAN SPECIALTY INSURANCE SERVICES TEAM, INC. March 2000 - August 2003
Risk Based Solutions January 1999 - March 2000
Cairnstone Re April 1996 - July 1998
Alden Risk Management Services July 1989 - April 1996
Focused Marketing Strategies March 1988 - July 1989
Skills
Underwriting, Marketing, Team Building, Forecasting, Management, Qualifying Prospects, Sales Cycle Management, Customer Experience, Best Practices, Designing Marketing..., Financial Analysis, Program Management, Insurance, Salesforce.com, Sales, Training, Leadership, Risk Management, Sales Operations, New Business Development, Coaching, Business Development
Education
University of South Florida 1978 — 1982
Bachelor of Arts (B.A.), Liberal Arts
Oxon Hill High School 1975 — 1978
Diploma, College Prep
UBS Financial Services January 2009 - Present
Merrill Lynch / Bank of America September 1996 - January 2009
KWTX TV August 1987 - September 1996
Education
Texas A&M University 1982 — 1987
Bachelor of Arts (B.A.), Communications
FIX Flyer September 2011 - Present
Merrill Lynch / Bank of America January 2010 - September 2011
SunGard Consulting Services June 2009 - January 2010
NYFIX September 1999 - June 2009
SunGard 2009 - 2009
YBH of Passaic July 2003 - July 2006
Inventure America 1997 - 1999
Eurobrokers 1994 - 1997
Information Builders 1989 - 1993
Boston Systems Office 1985 - 1986
Skills
Equities, Trading Systems, Electronic Trading, Market Data, Unix, SDLC, Sybase, Perl, Hedge Funds, SQL, Java, Linux, Oracle, Fixed Income, C++, Integration, Multithreading, Low Latency, TIBCO Rendezvous, JBoss Application Server, Groovy, Exchange Connectivity, Agile Methodologies, Tomcat, Derivatives, Grails, Java Enterprise Edition, Unix Shell Scripting, iBatis, Trading System, Software Project..., Solaris, Distributed Systems, High Frequency Trading, Equity Trading, Software Development, Core Java, Shell Scripting
Education
Yeshivas Ohr Somayach 1985 — 1987
Brandeis University 1980 — 1984
B.A., Computer Science
Framingham North High School
Framingham North High School
Framingham North High School
Framingham North High School
PPG Industries December 2014 - Present
Bank of America November 2011 - September 2014
Bank of America March 2010 - November 2011
Carnegie Mellon University - Software Enginering Institute November 2009 - March 2010
Merrill Lynch / Bank of America June 2009 - December 2009
Bank of New York Mellon December 2008 - May 2009
Insurance Data Processing, Inc January 2008 - December 2008
Equitable Resources September 2006 - January 2008
Aramark Corporation March 2005 - September 2006
Eckerd Health Services June 2004 - October 2004
Skills
Microsoft SQL Server, .NET, Oracle, SSRS, VB.NET, Databases, T-SQL, SSIS, ASP.NET, ASP.NET MVC, Visual Studio, LINQ, IIS, Web Services, VBScript, C#, ASP, SharePoint, Crystal Reports, Database Design, Scrum, Agile Methodologies, SOA, Subversion, AJAX, PL/SQL, WinForms, Web Applications, Web Development, Testing
Education
Drexel University 1998 — 2003
Bachelor of Science - 5 Year Program, Information Science and Technology
1E June 2015 - Present
Veris Associates 2012 - June 2015
Merrill Lynch / Bank of America February 2011 - July 2012
PJM Interconnection September 2005 - October 2010
First Consulting Group FCG September 1998 - September 2005
First Consulting Group, Inc. 1998 - 2005
Skills
Application Packaging, SMS, SCCM, Softgrid, Business Analysis, Business Process..., Training Delivery, Technology Communication, App-V, Windows Server, VBScript, AdminStudio, ThinApp, Application..., Technical Support, Active Directory, Testing, Software Deployment, Requirements Analysis, Change Management, Scripting, Windows 7, OSD, Windows 7 Migration, Powershell, SharePoint, Systems Management, ITIL, Group Policy, Disaster Recovery, Servers, Enterprise Software, Citrix, Hyper-V
Education
Bryn Athyn College of the New Church 1992 — 1996
Bachelor of Arts (B.A.), History
The University of Manchester 1994 — 1995
History of Art
Merrill Lynch / Bank of America June 2014 - Present
UBS December 2013 - June 2014
Royal Bank of Scotland April 2012 - December 2013
MetLife/AIG February 2010 - April 2012
AIG January 2009 - August 2010
AIG January 2003 - January 2009
AIG September 2001 - January 2003
Citibank 1999 - 2001
Dime Bank 1998 - 1999
Ocwen Financial Solutions 1993 - 1998
Skills
ALM, Financial Risk, Risk Management, Financial Services, Market Risk, Project Management, SDLC, Fixed Income Analysis, Interest Rate..., FX Derivatives, Hedging, QRM, Treasury Services, Treasury Management, Structured Finance, Portfolio Management, Capital Markets, Requirements Analysis, Credit Risk, Financial Modeling, Banking
Education
Stevens Institute of Technology 2011 — 2013
M.S., Financial Engineering, Derivative Modeling and Pricing
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2012
Certification, Management and Leadership
PMI Institute 2010 — 2011
Project Management Professional Certification, PMP (PMI)
Global Association of Risk Management Professionals 2003 — 2004
Financial Risk Management Certification, FRM (GARP)
Chartered Financial Analyst 1998 — 2001
CFA, (All Levels)
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1982 — 1986
B.S., Electrical Engineering, Economics
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Supernova Consulting Group, LLC June 2011 - September 2011
Merrill Lynch / Bank of America July 2009 - June 2011
Merrill Lynch October 2001 - October 2008
Merrill Lynch January 1990 - October 2001
Merrill LynchGlobal Private Client Group January 1988 - January 1990
Merrill Lynch Private Client Group April 1981 - January 1988
"Mac & Bob's" Restaraunt October 1978 - April 1981
Skills
Lacrosse, Certified Financial..., Lacrosse Coach, Financial Services..., Practice Management..., FA Recruiting
Education
Merrill Lynch Management Development Program / Assessment Center 1988 — 1990
Assessment Center Approved, Leadership
Donald T. Regan School of Advanced Financial Management 1985 — 1986
CFM, Financial Planning
Roanoke College, B.A. Economics 1974 — 1978
Bachelor of Arts, Economics
Roanoke College
Merrill Lynch / Bank of America January 1993 - Present
Education
University of Maryland University College
Bachelor of Science (BS)
Merrill Lynch / Bank of America May 2008 - Present
Staples February 2005 - August 2008
GDJ-New Horizons, Inc May 2002 - February 2005
Skills
Credit, Analysis, Data Entry, Customer Service, Sales, Financial Analysis, Microsoft Excel, Software Documentation, Team Leadership, Management, PowerPoint, Microsoft Word, Microsoft Office, Finance, Negotiation, Public Speaking, Project Planning, Access, Marketing, Equities, Derivatives, Leadership, Risk Management
Education
City University of New York-John Jay College of Criminal Justice 2004 — 2010
BS - Criminal Justice, Criminal Justice
John Jay, CUNY 2004 — 2010
BS, Criminal Justice
BNY Mellon December 2013 - Present
Merrill Lynch / Bank of America July 2007 - September 2013
Michelle's Reception Center January 2005 - February 2007
Education
University of Massachusetts Lowell
Bachelor's Degree, Information Technology: Business Minor
Jefferson High School - Ecuador
High School, Chemistry and Biology
UBS October 2013 - April 2015
TD Securities March 2011 - December 2012
Merrill Lynch / Bank of America May 2010 - December 2010
RBC Capital Markets March 2006 - February 2010
TD Waterhouse October 2004 - March 2006
Bank of America October 2003 - October 2004
Merrill Lynch September 2000 - October 2003
Citicorp Investment Services May 1999 - September 2000
National Discount Brokers December 1996 - May 1999
Citicorp Investment Services August 1996 - October 1996
Skills
FINRA, Fixed Income, Capital Markets, Options, Equities, Equity Trading, Trading Systems, Series 7, Series 24, Series 63, Trading, Securities, Electronic Trading, Mutual Funds, Financial Markets, Financial Services, Broker-Dealer Compliance, Drafting Policies, Trade Compliance, OATS, Trace, Hedge Funds, Broker-Dealer, Asset Management, Securities Regulation, Due Diligence, Financial Regulation, Bonds, ETFs, Prime Brokerage, KYC, Alternative Investments, Financial Risk, Derivatives, Operational Risk, Middle Office, Back Office, Investment Banking, Swaps, Structured Products, Structured Finance, Bloomberg, Equity Derivatives
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies
Lafayette High School 1987 — 1990
HS Diploma
Tier1 Solutions July 2010 - Present
Bank of America September 2001 - June 2015
Merrill Lynch / Bank of America March 2010 - August 2011
Merrill Lynch / Bank of America March 2009 - February 2010
Merrill Lynch September 2004 - March 2009
Bank of America April 2004 - September 2004
TEKsystems September 2001 - April 2004
Northern Trust July 2000 - September 2001
Northern Trust January 1999 - July 2000
TEKsystems March 1995 - December 1998
Skills
Servers, Windows Server, Cisco Technologies, Networking, Troubleshooting, Project Management, System Administration, Unix, Solaris, Technical Support, Telecommunications, WAN, System Deployment, Data Center, VoIP, Microsoft Exchange, Network Marketing, Direct Sales, Energy, Network Marketing..., Project, Infrastructure, Management, Vendor Management, Disaster Recovery, Team Leadership, Hardware, IT Strategy, Software Installation, Business Analysis, VPN, Integration, Leadership, Strategic Planning, IT Management
Education
Lincoln Christian University 2011 — 2013
Bible/Biblical Studies
Global University 2009 — 2011
Bible/Biblical Studies
Joliet Junior College 2005 — 2009
IS, Computer and Network Security
Curie Metron High School 1987 — 1991
Chubb Group of Insurance Companies July 2014 - Present
Bristol-Myers Squibb April 2013 - August 2014
Merrill Lynch / Bank of America May 2012 - April 2013
Resolvit December 2010 - May 2012
Todays Office Professionals September 2009 - December 2010
Personified a Careerbuilder Company January 2009 - September 2009
Cisco Systems October 2007 - December 2008
Spherion - Cisco October 2007 - December 2008
Skills
Talent Management, Technical Recruiting, Recruiting, Talent Acquisition, Sourcing, Applicant Tracking..., Human Resources, Vendor Management, Cold Calling, Employee Relations, Onboarding, Networking
Education
North Carolina State University 2002 — 2006
BA Psychology
KPMG 2014 - Present
Takeda / Millennium Pharmaceuticals 2010 - 2014
Merrill Lynch / Bank of America 2006 - 2009
Citco 2001 - 2006
Breakaway Solutions 2000 - 2001
Electric Power Research Institute (EPRI) 1998 - 2000
Duke Engineering & Services (DE&S) 1995 - 1998
Education
Massachusetts Institute of Technology
SM ScD
University of California, Berkeley
BS
Harvard Extension School
iDriveThru 2010 - Present
Merrill Lynch / Bank Of America October 2009 - April 2012
Prudential Financial November 1998 - November 2009
EBS Dealing Resources 1997 - 1998
The Chase Manhattan Bank November 1991 - December 1997
Afcon Software & Electronics August 1988 - September 1989
Mamram November 1980 - November 1986
Skills
SDLC, Enterprise Software, SOA, Leadership, Strategy, Consulting, Project Planning, Management, Strategic Planning, Agile Methodologies, Web Services, Testing, Java Enterprise Edition, Business Analysis, Analysis, Architectures, Team Building, Java, Change Management, Project Management, Software Design, Management Consulting, Software Engineering, SQL, Process Improvement, Databases, Team Leadership, Web Development, Program Management, Architecture, Software Project..., Vendor Management, Analytics
Education
Sun Enterprise Architect 2009 — 2009
SUN Certified Enterprise Architect - J2EE 5 (SCEA)
New York Institute of Technology
MBA, Specialized in Finance
Bar-Ilan University 1984 — 1988
B. Sc., Computer Science / Math
Merrill Lynch / Bank of America September 2011 - Present
McKesson Healthcare August 2010 - August 2011
Polarix, Inc July 1999 - August 2010
The Shoreline Corporation January 1995 - July 1999
Skills
Operations Management, Sales Management, Financial Planning, Strategic Planning, Business Strategy, Market Penetration, Solution Selling, Business Acumen, Forecasting, New Business Development, Sales, Business Development, Business Planning, Account Management, Relationship Management, B2B, Sales Operations, Competitive Analysis, Negotiation, Strategic Financial..., Coaching, Contract Negotiation, Customer Satisfaction, Business Analysis, Portfolio Management, Cross-functional Team..., Direct Sales, Team Building, Strategy, Banking, Process Improvement, Salesforce.com, Marketing, Training, Leadership, Management, Start-ups, Selling, Sales Presentations, Vendor Management, CRM, Executive Management, Recruiting, Lead Generation, Marketing Strategy, Sales Process, Change Management, Cold Calling, Team Leadership
Education
St. Thomas University
Business Administration
Mindspark Interactive Network, Inc. April 2013 - May 2015
XO Group Inc. April 2012 - April 2013
Dow Jones September 2011 - December 2011
NAVTEQ April 2011 - September 2011
Merrill Lynch January 2010 - April 2011
Merrill Lynch / Bank Of America January 2010 - April 2011
South Eastern Pennsylvania Transportation Authority September 2009 - January 2010
Empathy Lab April 2009 - August 2009
Redlasso Incorporated February 2008 - April 2008
iPipeline December 2007 - February 2008
Skills
HTML, css, javascript, jquery, ajax, json, photoshop, Adobe Creative Suite, JavaScript, JSON, CSS, AJAX, jQuery, .NET, PHP, XML, User Experience, Front-end, CMS
Education
Temple University 1997 — 2002
Bachelor of Arts (BA)
Temple University
BA, Computer Information Systems
Bank of America August 2013 - Present
Bank of America August 2010 - August 2013
Merrill Lynch / Bank of America September 2008 - August 2010
Avesta Computer Services May 2000 - September 2006
Tata Infotech Ltd June 1998 - December 1999
Skills
Fixed Income, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, Valuation, Derivatives, Corporate Finance, Asset Management, Private Equity, Business Analysis, Securities, Financial Markets, Financial Services, Financial Analysis, Investments, Credit Risk, Risk Management, Finance, Venture Capital, Equity Valuation, Due Diligence, Alternative Investments, Structured Finance, Financial Risk, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Gujarat University
Merrill Lynch / Bank of America June 1998 - Present
Education
University of North Florida 1997 — 1999
Masters of Computer Science, Relational Database Theory and Computer Graphics
Jacksonville University 1985 — 1989
Bachelor of Science, Finance and Computer Information Systems
Merrill Lynch / Bank of America January 2009 - Present
Merrill Lynch January 2006 - December 2008
Accumulus Capital/Ritchie Capital Management January 2004 - November 2005
NumeriX March 2002 - January 2004
Kabira Technologies 2000 - 2001
Misys / Summit Systems 1995 - 2000
Skills
Hedge Funds, Fixed Income, Investments, Derivatives, Alternative Investments, Investment Banking, Equities, Capital Markets, Trading Systems, Market Risk, Financial Services, Interest Rate..., Portfolio Management, FX Options, Bloomberg, Quantitative Finance, Asset Management, Fund Of Funds, Options, Financial Markets, Market Data, Trading
Education
Carnegie Mellon University 2000 — 2004
MSCF, Financial Engineering
Cornell University 1993 — 1994
MEng, Computer Science
Università degli Studi di Salerno 1987 — 1992
Laurea, Informatica
Touro College April 2014 - Present
Rowan Consulting November 2011 - March 2014
WebMD June 2011 - September 2011
WebMD December 2010 - May 2011
Natus Medical, Inc. February 2010 - July 2010
Merrill Lynch / Bank of America May 2006 - November 2009
Canon, Inc. November 2005 - December 2005
Schrodinger 2002 - 2005
Concord Communications 1999 - 2002
Polygen Corporation 1987 - 1989
Skills
Technical Writing, Medical Writing, Scientific Writing, Editing, Copy Editing, Scientific Computing, Science Communication, Computational Chemistry, Computational Modeling, System Dynamics, Software Quality..., Manual Testing, Research, Technical Presentations, Data Validation, Data Visualization, Technical Communication, Template Creation, Defect Tracking, Technical Research, Fast Learning, Decision Support, Visual Basic for..., HTML, Microsoft Office, SharePoint, Software Documentation, Technical Documentation, Testing, FrameMaker, Adobe Acrobat, VBA, Content Management, Content Development, Publishing, Online Help, SDLC, Visio, Quality Assurance, SnagIt, Information Architecture, Web Content, Knowledge Management
Education
Harvard University
Ph.D., Physical Chemistry
Princeton University
A.B., Chemistry
Merrill Lynch / Bank of America February 2014 - Present
Merrill Lynch / Bank of America August 2007 - January 2014
Education
Northwestern University 2002 — 2008
PhD, Industrial Engineering and Management Sciences
Shanghai University of Finance and Economics 1993 — 1997
Bachelor, Business Management
Bowling Green State University
Master, Applied Statistics
Bank of America January 2013 - Present
Bank of America Merrill Lynch January 2008 - Present
Merrill Lynch / Bank of America October 1993 - January 2008
Skills
Equities, Fixed Income, Market Data, Series 7, Trading Systems, Investment Banking, Risk Management, Electronic Trading, Capital Markets, Prime Brokerage, Derivatives, Bloomberg, Securities, Options, Equity Trading
Education
Lewis University 1989 — 1993
Bachelor's, Radio / TV Broadcasting / Minor in computer science
Marist High School 1985 — 1989
Microsoft June 2011 - Present
Merrill Lynch / Bank of America May 2010 - May 2011
Enterprise Integration July 2009 - March 2010
CSX September 2008 - July 2009
TEKsystems 2008 - 2009
Idea Integration February 2008 - August 2008
Ajilon Consulting March 2007 - November 2007
Nelnet, Inc. March 2007 - November 2007
MPS Group 2000 - 2006
Skills
Active Directory, Security, Microsoft Exchange, DNS, Microsoft Certified..., Microsoft SQL Server, SDLC, Software Documentation, SQL, XP, SharePoint, Visio, Software Project..., Requirements Analysis, Citrix, Troubleshooting, VMware, IIS, Databases, Cluster, Windows Server, Storage Area Networks, Office 365
Education
Stetson University
Bachelor of Arts, English
Merrill Lynch / Bank of America March 2011 - Present
Merrill Lynch February 2008 - February 2011
Merrill Lynch April 1998 - February 2008
Salomon Brothers March 1996 - March 1998
The Chase Manhattan Bank April 1992 - February 1996
Skills
Trading Systems, Wealth Management, Strategy, Fixed Income, Equities, Investment Banking, SDLC, Business Analysis, Portfolio Management, Risk Management, Series 7, Derivatives, Capital Markets, Financial Services
Education
Manhattan College 1987 — 1991
B.S., Economics/General
Microsoft Corporation January 2011 - Present
Merrill Lynch / Bank of America October 1999 - January 2011
MicroWarehouse 1998 - 1999
Xpedite 1997 - 1998
Future Dynamix 1993 - 1998
Peterson Consulting 1996 - 1997
McFaul & Lyons 1994 - 1997
Skills
SSRS, PowerPivot, Data Warehousing, SSIS, Microsoft SQL Server, ETL, T-SQL, SDLC, Business Intelligence, Enterprise Architecture, Agile Methodologies, SharePoint, Business Analysis, Architecture, Requirements Analysis, Databases, .NET, SOA, Agile Project Management, Data Modeling, Architectures, Unix, C#
Education
Fairleigh Dickinson University 1988 — 1991
Mathematics and Computer Science
Citigroup June 2009 - Present
Merrill Lynch / Bank of America October 2007 - June 2009
Morgan Stanley September 2001 - October 2007
Tata Consultancy Services Ltd 1999 - 2007
Skills
Trading Systems, Electronic Trading, Market Data, Sybase, Equities, Reference Data, SDLC, Software Project..., Business Analysis, Equity Trading, Requirements Analysis, Unix, Trading
Education
University of Hyderabad 1997 — 1999
Master of Technology (M.Tech.), Computer Science
Nagarjuna University 1993 — 1997
Bachelor of Technology (B.Tech.), Computer Science and Engineering
Bank of America Merrill Lynch September 2014 - Present
Merrill Lynch / Bank of America June 2010 - September 2014
Fidelity Investments February 2010 - May 2010
UBS Wealth Management December 2007 - June 2009
UBS Investment Bank October 2007 - December 2007
First Investors Corporation January 2007 - May 2007
Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Essbase, Hyperion Financial..., Finance, Management, Analysis
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
B.B.A., Economics
Nassau Community College 2002 — 2004
A.A.S., Business Administration
Martin Van Buren High School 1998 — 2002
Apeejay School 1986 — 1998
Merrill Lynch \ Bank of America April 2007 - Present
CitiGroup \ Smith Barney 1996 - 2007
Exchange Resources 1994 - 1996
ACT Computer Services 1988 - 1991
Skills
SCCM, Microsoft SQL Server, XP, Business Process, Infrastructure, IT Management
Education
Queensborough Community College
AAS, Computer Technology
TIAA-CREF December 2013 - Present
Merrill Lynch / Bank of America June 2010 - December 2013
Martin Dawes Analytics January 2009 - June 2010
Fidelity Investments August 2000 - December 2008
Fidelity Investments January 1996 - August 2000
Skills
Debugging, Systems Management, Tableau, Splunk, SQL, Dynatrace, Gomez, Unix, Perl, Solaris, Agile Methodologies, Software Project...
Education
Northeastern University 2009 — 2012
MS, Computer Science
Northeastern University 1996 — 1999
MS, Industrial Engineering
Northeastern University 1992 — 1995
B.S., Industrial Engineering
Merrill Lynch / Bank of America June 2013 - Present
Triple Point Technology November 2008 - June 2013
Mercury Technologies January 2008 - November 2008
Goldman Sachs February 1998 - January 2008
AIG Trading Group June 1994 - February 1998
Bank of New York Mellon August 1990 - May 1994
Skills
Derivatives, Commodity, Business Analysis, Trading, Credit Risk, Project Management, Trading Systems, Commodity Markets, ETRM, Risk Management, IT Management, Fixed Income, Market Risk, Software Project..., Equities
Education
Cornell University 1985 — 1990
Bachelor of Arts (B.A.), Comparative Literature
Merrill Lynch / Bank of America October 2011 - Present
NightHawk Radiology Services August 2010 - March 2011
Novo Nordisk A/S November 1990 - August 1994
Education
Northern Arizona University 1981 — 1986
B.S., Medical Radiography
Jennifer Donley
Winthrop-University Hospital June 2010 - Present
Duane Reade July 2008 - June 2010
Canon USA Inc. 2007 - 2009
Merrill Lynch / Bank of America 1993 - 2003
Merrill Lynch 1993 - 2003
Education
Pace University 1981 — 1985
BS, Computer Science
Fordham University
MBA, IT
UBS August 2013 - Present
Merrill Lynch / Bank of America 2001 - August 2013
BRG Townsend Inc. 1995 - 2000
Arthur Andersen & Co. 1993 - 1995
Skills
Leadership, Management, Analysis, Operating Budgets, Operations Management, Forecasting, Solution Implementation, Vendor Management, Financial Analysis, Program Management, Process Improvement, Business Intelligence, IT Management, Contract Negotiation, Business Analysis, Portfolio Management, Financial Services, Banking, Six Sigma, Finance, Project Planning, Strategy, Mergers & Acquisitions, Budgets, Financial Reporting, Business Process, Capital Markets, CRM, Fixed Income, Outsourcing, Change Management, SDLC, Financial Modeling, Financial Risk, Telecommunications, Risk Management, Business Process..., IT Strategy, Strategic Planning, Due Diligence, Cross-functional Team...
Education
Syracuse University 1991 — 1993
MBA, Finance
Villanova University 1986 — 1990
BS, Mechanical Engineering
Bank of America April 2010 - February 2014
Merrill Lynch / Bank of America 2005 - July 2010
Multiplan Inc. 2004 - 2005
Board of Education Retirement System 2003 - 2003
Merrill Lynch 1997 - 2002
Pershing / DLJ 1993 - 1997
columbia presbyterian hospital 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
SDLC, Information Technology, Data Warehousing, Business Analysis, PeopleSoft, Leadership, IT Strategy, MS Project, Vendor Management, Databases, Management, Security, Human Resources, Change Management, ITIL, Requirements Analysis, IT Service Management, SharePoint, Disaster Recovery, Risk Management, Business Process..., Incident Management, Release Management, Quality Center, Strategic Planning, IT Management, Visio
Education
City University of New York City College 1964 — 1968
Bachelor of Science, Education
City University of New York-Brooklyn College
Master of Science, Education
New York University
Computer Science
BlackRock August 2013 - Present
Self-Employed January 2010 - July 2013
MERRILL LYNCH / BANK OF AMERICA January 2002 - July 2009
Merrill Lynch January 1994 - January 2002
Merrill Lynch January 1990 - January 1994
Merrill Lynch January 1983 - January 1990
Skills
Consulting, Risk Management, Vendor Management, Asset Managment, Cross-functional Team..., SDLC, Relationship Management, Process Improvement, Strategy, Operations Management, Leadership, Project Management, Governance, Sales, Outsourcing, Management, PMO, Facilities Management, Business Analysis, Financial Analysis, Business Development, Portfolio Management, Forecasting, Budgets, Business Strategy, Management Consulting, Program Management, Analysis, Change Management, Asset Management, Project Portfolio..., Mergers & Acquisitions, Executive Management, ITIL, IT Management, Project Delivery, Strategic Planning, Financial Modeling, Contract Negotiation, IT Strategy, Business Planning, Hostile Environments, Business Process..., Disaster Recovery, PMP, Financial Services, Team Leadership, Business Continuity, Integration, Business Intelligence
Education
Pace University
Master of Business Administration, Information Systems
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Business Management
Merrill Lynch / Bank of America 2009 - Present
Merrill Lynch 2005 - August 2009
Merrill Lynch 1995 - 2004
Sawhney Software 1984 - 1995
Skills
Business Analysis, Software Design, Product Development, Income Tax, Wealth Management, Retirement Planning, Retirement, Process Improvement, Project Management, Strategic Planning, Product Management, Cash Flow Forecasting, Programming, Team Leadership, Quality Assurance
Education
University of Illinois College of Law 1979 — 1982
JsD, Law / Taxation
University of Illinois at Urbana-Champaign 1976 — 1979
BS Engineering, Computer Science, Accounting
Bank of America 2010 - Present
Merrill Lynch September 2008 - Present
Merrill Lynch / Bank of America 2008 - Present
Merrill Lynch March 2006 - September 2008
Skills
Six Sigma
Education
The College of New Jersey 1997 — 2001
B.A., Communications
Merrill Lynch / Bank of America April 2010 - Present
Credit Suisse March 2009 - April 2010
KBC Financial Products August 2006 - March 2009
Dade Behring February 1999 - August 2006
Sterling Diagnostic Imaging May 1998 - September 1999
Education
University of Delaware 1995 — 1999
BS, Computer Science
Merrill Lynch May 2014 - Present
Merrill Lynch / Bank of America October 2006 - May 2014
Merrill Lynch April 2005 - October 2006
Rosel Inc. January 1998 - April 2005
Skills
Fraud, Training, Risk Management, CRM, Analysis, Strategic Planning, Account Management, Sales, Management, Vendor Management, Process Improvement, Business Analysis, Portfolio Management, Financial Services, Banking, Access, Bonds, Business Process..., Call Centers, Data Analysis, Financial Analysis, Investments, Leadership, Project Management, Microsoft Excel, Series 63, Mutual Funds, SDLC, Visio, Financial Modeling, Business Development, Series 24
Education
Rider University
Bachelor of Arts, Communication
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2010 - Present
Merrill Lynch / Bank of America February 2004 - March 2011
Merrill Lynch February 1997 - February 2004
Peacock Software, India February 1991 - October 1996
Skills
Business Intelligence, Analysis, Wealth Management, Management, Fixed Income, Equities, Trading Systems, Securities, Financial Services, Derivatives, Investment Banking, Risk Management, Business Analysis
Education
Bangalore University 1984 — 1989
BS, Computer Science & Engineering
Merrill Lynch / Bank Of America October 2003 - Present
Merrill Lynch January 2003 - Present
Skills
Fixed Income, Series 7, Equities, Investment Banking, Capital Markets, Wealth Management, Derivatives, Portfolio Management, Series 63, Bloomberg, Mutual Funds, Securities, Alternative Investments, Prime Brokerage, Asset Managment
Education
Punjab Engineering College 1990 — 1994
Bachelor of Science (BS), Electronics & Communication
Model School Sec 15, Chandigarh 1979 — 1988
Citi 2010 - Present
Merrill Lynch / Bank of America 1998 - 2009
CR Bard Inc. 1996 - 1998
Teleport Communications Group, Inc. 1994 - 1996
Amerada Hess Corporation 1988 - 1994
KPMG Peat Marwick 1986 - 1988
Skills
Financial Reporting, Vendor Management, Forecasting, Managerial Finance, Internal Controls, Budgets, Equities, Strategic Planning, Management, Accounting, Auditing, Finance, Contract Negotiation, Analysis, Business Planning
Education
Rutgers University-New Brunswick 1984 — 1986
B.S., Accounting
North Carolina State University 1981 — 1983
Accounting
JPMorgan Chase November 2013 - Present
JP Morgan Securities, LLC September 2012 - November 2013
Merrill Lynch June 2010 - July 2012
Merrill Lynch / Bank of America August 2009 - June 2010
Merrill Lynch November 2005 - April 2009
Merrill Lynch June 2004 - November 2005
Education
Indiana University-Northwest 1989 — 1994
B.S., Business Administration
Ball State University 1985 — 1987
Business
WealthVest Marketing June 2014 - Present
6001 Silver Star Partners, LLC September 2012 - July 2013
Lincoln Financial Group January 2011 - September 2012
Lincoln Financial Group January 2010 - January 2011
Merrill Lynch / Bank of America June 2007 - April 2009
Merrill Lynch April 2004 - May 2007
Morgan Stanley Investment Management January 1997 - May 2002
Leading Wall St. Firms June 1986 - December 1996
Skills
Series 7, Series 24 (Registered..., Series 63, Finance, Strategy, Alternative Investments, Investments, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Retirement Planning, Leadership, Retirement, Fixed Annuities
Education
Penn State University
Master of Business Administration (MBA), Finance
The College of William and Mary
Bachelor of Arts (BA), Economics
Tullett Prebon November 2014 - August 2015
McGraw Hill Financial, Inc October 2013 - November 2014
Merrill Lynch / Bank of America January 2012 - June 2013
Deutsche Bank September 2009 - November 2011
Merrill Lynch/ Bank of America January 1997 - April 2009
Merrill Lynch December 1991 - January 1997
Skills
Vendor Management, SDLC, Business Analysis, Integration, Disaster Recovery, Management, Project Management, PMO, Resource Management, Data Center
Education
New Jersey Institute of Technology 1999 — 2000
Associate's degree, Web Developer and Management
Cittone Institute 1995 — 1997
Associate's degree, Computer Programming
Federal Reserve Bank of New York through Compuvis Inc., June 2015 - Present
McGraw Hill Financial July 2014 - Present
Merrill Lynch / Bank of America February 2008 - June 2014
PNC Bank February 2007 - January 2008
Merrill Lynch March 2005 - January 2007
GE Corporate October 2001 - February 2005
GE Card Services October 2001 - February 2005
GE Card Services October 2001 - February 2005
GE Card Services October 2001 - February 2005
Satyam Computer Services Ltd., August 2001 - September 2001
Skills
IIS, Disaster Recovery, Active Directory, Windows Server, VMware, Citrix, Virtualization, Servers, Microsoft SQL Server, DNS, ITIL, Data Center, Operating Systems, .NET
Education
Bangalore University 1990 — 1995
Bachelor's degree, Electronics
Citi June 2011 - Present
Barclays Capital June 2010 - June 2011
Merrill Lynch / Bank of America September 2000 - June 2010
Education
Bergen Community College
AS, Business Administration Management
Montclair State University
BS, Business Management
Merrill Lynch / Bank of America February 2014 - Present
Fifth Third Bank November 2009 - April 2012
National City Bank June 1995 - October 2009
Morgan Stanley Smith Barney May 1994 - May 1995
Skills
Commercial Lending, Private Banking, Wealth Management, Leadership Development, Wealth Transfer, Commercial Banking, High Net Worth..., Loans, Credit, Wealth, Credit Analysis, Retirement Planning, Small Business Lending, Banking, Strategic Planning, Portfolio Management, Risk Management, Finance
Education
University of Kentucky 1991 — 1995
BBA, Major Finance / Minor Economics
Bank of America April 2015 - Present
Bank of America November 2012 - April 2015
Bank of America January 2011 - October 2012
Merrill Lynch / Bank of America April 2007 - January 2011
Citi July 2003 - April 2007
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2003
Masters of Accountancy
Case Western Reserve University 1998 — 2002
BS, Accounting
Merrill Lynch / Bank of America October 2011 - May 2015
Merrill Lynch October 2007 - October 2011
Merrill Lynch June 1994 - October 2007
Southeast Bank, N.A. (SEBNA) / Enterprise Bank September 1983 - June 1994
Skills
Series 7, Series 63, Series 79 (Investment..., CRPC, Commercial Banking, Wealth Management..., ESOP Advisory, Financial Analysis, Investment Banking, Asset Management, Wealth Management, Portfolio Management, Investment Properties
Education
University of South Florida
Bachelor of Science, Finance
Optimum Lightpath June 2012 - Present
AIG July 2011 - July 2012
AIG,Sun America, Chartis July 2011 - December 2011
Impala Construction June 2009 - June 2011
AIG July 2011 - 2011
Merrill Lynch / Bank Of America January 1992 - June 2009
Merrill Lynch & Company January 1992 - June 2009
Merrill Lynch & Company January 1992 - June 2009
Merrill Lynch & Company January 1992 - January 2009
Merrill Lynch September 1987 - January 1992
Skills
Document Management, Facilities Management, Vendor Management, Documentation, Change Management, Visio, Software Documentation, Project Planning, Program Management, Outsourcing, Business Process..., Management, Risk Management, Forecasting, Team Building, Budgets, Training, Contract Negotiation, Integration, Construction, Analysis, Process Improvement, Engineering, Operations Management, Project Management, MS Project, Cross-functional Team..., Contract Management
Education
Kingsborough Community College 1979 — 1981
Business Administration
Kingsborough Community College 1979 — 1981
Business Admin, Economics & Business Administration
Merrill Lynch
Bank of America Merrill Lynch 2000 - Present
Merrill Lynch / Bank of America 2000 - Present
Caxton Associates 1997 - 2000
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science, Accounting
Merrill Lynch / Bank of America October 2011 - Present
Wells Fargo Advisors June 2005 - January 2011
Charles Schwab January 1996 - October 2004
Smith Barney January 1989 - October 1994
Skills
Series 7, Uniform Combined State..., Wealth Management, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Wealth Management..., Financial Services, FINRA, Fixed Income, Financial Planning, Estate Planning, Finance, Financial Advisory, High Net Worth..., Insurance
Education
University of California, San Francisco 1982 — 1986
Doctor of Pharmacy, Pharmacy
San Francisco State University 1981 — 1982
Bachelor of Arts, Biochemistry/Molecular Biology, Double Major
Merrill Lynch January 2013 - Present
Merrill Lynch / Bank of America February 2010 - January 2013
Merrill Lynch December 2004 - January 2010
AIG December 2003 - December 2004
Skills
Bonds, Prime Brokerage, Process Improvement, Microsoft Excel, Options, Bloomberg Terminal, Relationship Management, Series 7, Series 63
Education
University of Maryland College Park 1999 — 2003
BS, Finance
Hanover Park High School 1995 — 1999
Garnet Logistics May 2013 - Present
Garnet Logistics April 2011 - May 2013
Merrill Lynch / Bank of America July 2010 - December 2010
Alltel Wireless/Verizon Wireless May 2002 - February 2010
Skills
Microsoft Office, Microsoft Excel, Outlook, Data Entry, Invoicing, SAP, Customer Satisfaction, Account Reconciliation, Logistics, Accounting, PowerPoint, Troubleshooting, Employee Benefits, Customer Retention, Customer Service, Employee Relations, Inventory Management, Human Resources
Education
Trident Technical College 2010 — 2012
Associate Degree, Human Resource Management
Walton Senior High 1986 — 1990
Merrill Lynch & Bank of America January 2001 - Present
Education
Florida State College at Jacksonville