Banc of America
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, NY Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
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Banc of America Employees
Employee
Years
Job
Industry
Justin Elliott, CFP® Justin Elliott, CFP®'s Banc of America Experience 2005 - 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Investments 2007 - 2010
Banc of America 2005 - 2007
Morgan Stanley Wealth Management 2002 - 2005
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Investments 2007 - 2010
Banc of America 2005 - 2007
Morgan Stanley Wealth Management 2002 - 2005
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Eugene Grinberg, CFA Eugene Grinberg, CFA's Banc of America Experience 1999 - 2000
Job President & CEO at Solve Advisors
Industry Capital Markets
Experience
Solve Advisors July 2011 - Present
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC August 2009 - July 2011
Duff & Phelps July 2008 - August 2009
ACA Capital January 2004 - June 2008
Independent Consulting Projects May 2001 - December 2003
Banc of America 1999 - 2000
Skills
Structured Finance, MBS, Residential Mortgages, CDO, CLO, ABS, Securitization, Credit Derivatives, Interest Rate..., Investment Banking, Structuring Deals, Start-ups, Financial Modeling, Financial Technology, Financial Systems, C#, .NET, SQL Server, Microsoft SQL Server, Financial Structuring, Structured Products, Asset Management, CMBS, Financial Services, Fixed Income, Capital Markets, Credit, Derivatives, Financial Engineering, Hedge Funds, Quantitative Finance, Valuation
Education
The Cooper Union for the Advancement of Science and Art 2001 — 2002
Masters of Engineering, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelors of Engineering, Electrical Engineering, concentration in Mathematics
Solve Advisors July 2011 - Present
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC August 2009 - July 2011
Duff & Phelps July 2008 - August 2009
ACA Capital January 2004 - June 2008
Independent Consulting Projects May 2001 - December 2003
Banc of America 1999 - 2000
Skills
Structured Finance, MBS, Residential Mortgages, CDO, CLO, ABS, Securitization, Credit Derivatives, Interest Rate..., Investment Banking, Structuring Deals, Start-ups, Financial Modeling, Financial Technology, Financial Systems, C#, .NET, SQL Server, Microsoft SQL Server, Financial Structuring, Structured Products, Asset Management, CMBS, Financial Services, Fixed Income, Capital Markets, Credit, Derivatives, Financial Engineering, Hedge Funds, Quantitative Finance, Valuation
Education
The Cooper Union for the Advancement of Science and Art 2001 — 2002
Masters of Engineering, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelors of Engineering, Electrical Engineering, concentration in Mathematics
Cheryl Paller Cheryl Paller's Banc of America Experience 2000 - 2006
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Private Wealth Management 2006 - Present
Deutsche Bank 2006 - Present
Banc of America 2000 - 2006
Wells Fargo Advisors 1990 - 2000
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Lending
Education
UCLA
Bacherlor of Science, Math and Economics
USC Marshall School of Business
Master of Business Administration (MBA), Finan
Deutsche Bank Private Wealth Management 2006 - Present
Deutsche Bank 2006 - Present
Banc of America 2000 - 2006
Wells Fargo Advisors 1990 - 2000
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Lending
Education
UCLA
Bacherlor of Science, Math and Economics
USC Marshall School of Business
Master of Business Administration (MBA), Finan
Mark W. Guthner, CFA's Banc of America Experience March 2005 - May 2009
Job Author | Portfolio Manager | Quant | Derivatives Strategist | Deep Dive Fundamental Analyst
Industry Investment Management
Experience
Dash Financial September 2013 - November 2014
CRT Capital Group June 2012 - May 2013
Guthner Holdings June 2009 - 2012
Banc Of America March 2005 - May 2009
Standard Chartered Bank December 2004 - February 2005
ANZ September 1999 - December 2004
KPMG Barents LLC April 1996 - May 1999
MWG Advisory Services September 1994 - May 1999
Midland Investment Management (an HSBC Company) May 1993 - August 1994
Prudential Fixed Income Advisors May 1987 - April 1993
Skills
Derivatives, Hedging, Options, Volatility, Proprietary Trading, Trading, Arbitrage, Portfolio Management, Investment Strategies, Risk Management, Portfolio Optimization, Quantitative Finance, Asset Allocation, Analytics, Equities, Equity Research, Equity Valuation, Fixed Income, Credit, Credit Risk, Bonds, Financial Modeling, Project Finance, Emerging Markets, Technical Analysis, Bloomberg Terminal, Financial Risk, Investments, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
University of Michigan 1977 — 1981
BSE(ME), Mechanical Engineering
Dash Financial September 2013 - November 2014
CRT Capital Group June 2012 - May 2013
Guthner Holdings June 2009 - 2012
Banc Of America March 2005 - May 2009
Standard Chartered Bank December 2004 - February 2005
ANZ September 1999 - December 2004
KPMG Barents LLC April 1996 - May 1999
MWG Advisory Services September 1994 - May 1999
Midland Investment Management (an HSBC Company) May 1993 - August 1994
Prudential Fixed Income Advisors May 1987 - April 1993
Skills
Derivatives, Hedging, Options, Volatility, Proprietary Trading, Trading, Arbitrage, Portfolio Management, Investment Strategies, Risk Management, Portfolio Optimization, Quantitative Finance, Asset Allocation, Analytics, Equities, Equity Research, Equity Valuation, Fixed Income, Credit, Credit Risk, Bonds, Financial Modeling, Project Finance, Emerging Markets, Technical Analysis, Bloomberg Terminal, Financial Risk, Investments, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
University of Michigan 1977 — 1981
BSE(ME), Mechanical Engineering
Christopher Patrick Christopher Patrick's Banc of America Experience May 2006 - August 2006
Job Senior Financial Analyst at Mercer
Industry Financial Services
Experience
Mercer January 2015 - Present
Mercer February 2013 - December 2014
Bank of America January 2011 - September 2012
Wells Fargo August 2010 - January 2011
The Energy Fund January 2009 - May 2009
Banc of America May 2006 - August 2006
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Essbase, VBA, Excel, Web 2.0, Visual Basic, Data Entry, Data Warehousing, Database Design, Database Administration, Relational Databases, Project Planning, SQL, Hyperion Reports, Hyperion Planning, Hyperion HFM, Hyperion Financial..., Hyperion, Hyperion EPM, Smartview, Financial Forecasting, P&L Forecasting, Budgets, MySQL, Databases, Financial Variance...
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
B.S., Financial Management
Providence Day School 1994 — 2004
High School
Mercer January 2015 - Present
Mercer February 2013 - December 2014
Bank of America January 2011 - September 2012
Wells Fargo August 2010 - January 2011
The Energy Fund January 2009 - May 2009
Banc of America May 2006 - August 2006
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Essbase, VBA, Excel, Web 2.0, Visual Basic, Data Entry, Data Warehousing, Database Design, Database Administration, Relational Databases, Project Planning, SQL, Hyperion Reports, Hyperion Planning, Hyperion HFM, Hyperion Financial..., Hyperion, Hyperion EPM, Smartview, Financial Forecasting, P&L Forecasting, Budgets, MySQL, Databases, Financial Variance...
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
B.S., Financial Management
Providence Day School 1994 — 2004
High School
David Frisina David Frisina's Banc of America Experience 2003 - 2009
Job Social Security Maximization Strategiest NSS Partners Real Estate Agent for Engel & Voelkers Critelli Properties
Industry Financial Services
Experience
Atlas Advisory Group,LLC November 2013 - Present
Critelli Realtors June 2013 - Present
RBC Capital Markets September 2011 - June 2013
Gleacher & Co (formally Broadpoint) November 2009 - June 2011
Banc of America 2003 - 2009
Lehman Brothers May 1993 - August 2001
Skills
Trading
Education
Colgate University 1989 — 1993
BA, History
Cold Spring Harbor High School 1987 — 1989
Atlas Advisory Group,LLC November 2013 - Present
Critelli Realtors June 2013 - Present
RBC Capital Markets September 2011 - June 2013
Gleacher & Co (formally Broadpoint) November 2009 - June 2011
Banc of America 2003 - 2009
Lehman Brothers May 1993 - August 2001
Skills
Trading
Education
Colgate University 1989 — 1993
BA, History
Cold Spring Harbor High School 1987 — 1989
Ron Cable Ron Cable's Banc of America Experience February 2005 - Present
Job Development Manager at Bank of America Wealth Management
Industry Financial Services
Experience
Banc of America February 2005 - Present
Blue Cross and Blue Shield March 2004 - December 2004
Bank of America August 2003 - February 2004
PSS World Medical March 2002 - July 2003
iSolutions Inc March 2001 - March 2002
Computer Management Consultants May 1999 - March 2001
Education
Webster University 2002 — 2004
MA, Computer Resource Management
Saint Leo University 1999 — 2002
BS, Computer Information Systems
Patterson Co-Op High School 1970 — 1975
Banc of America February 2005 - Present
Blue Cross and Blue Shield March 2004 - December 2004
Bank of America August 2003 - February 2004
PSS World Medical March 2002 - July 2003
iSolutions Inc March 2001 - March 2002
Computer Management Consultants May 1999 - March 2001
Education
Webster University 2002 — 2004
MA, Computer Resource Management
Saint Leo University 1999 — 2002
BS, Computer Information Systems
Patterson Co-Op High School 1970 — 1975
Darren Pracht's Banc of America Experience June 1996 - October 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Banc of America June 1996 - October 2011
Education
Friends University 1991 — 1993
Human Resources Management, Finance
Ameriprise Financial Services, Inc. October 2011 - Present
Banc of America June 1996 - October 2011
Education
Friends University 1991 — 1993
Human Resources Management, Finance
Anthony Gall, CAPM, MBA Anthony Gall, CAPM, MBA's Banc of America Experience October 2008 - May 2011
Job Project Manager at Blue Wolf
Industry Banking
Experience
Blue Wolf June 2015 - Present
Bank of America January 2013 - December 2014
Bank of America May 2011 - June 2012
Banc of America October 2008 - May 2011
Bank of America July 2007 - October 2008
Bank of America March 2005 - July 2007
Wamu 2003 - 2005
Skills
Mortgage Lending, Banking, Credit, Loans, Relationship Management, Consumer Lending, Risk Management, Process Improvement, Performance Management, Change Management, Small Business Lending, Talent Acquisition, Succession Planning, Cross-functional Team..., Finance, Financial Services, Project Management, Management, Leadership, Coaching, Sales, Financial Risk, Project Planning, Business Development
Education
Nyack College 2004 — 2006
MBA, Finance
Upper Iowa University 2000 — 2002
B.S, Business Administration
Blue Wolf June 2015 - Present
Bank of America January 2013 - December 2014
Bank of America May 2011 - June 2012
Banc of America October 2008 - May 2011
Bank of America July 2007 - October 2008
Bank of America March 2005 - July 2007
Wamu 2003 - 2005
Skills
Mortgage Lending, Banking, Credit, Loans, Relationship Management, Consumer Lending, Risk Management, Process Improvement, Performance Management, Change Management, Small Business Lending, Talent Acquisition, Succession Planning, Cross-functional Team..., Finance, Financial Services, Project Management, Management, Leadership, Coaching, Sales, Financial Risk, Project Planning, Business Development
Education
Nyack College 2004 — 2006
MBA, Finance
Upper Iowa University 2000 — 2002
B.S, Business Administration
Kwame Aryeh's Banc of America Experience 2007 - Present
Job Investment Banking Associate at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities May 2007 - Present
Bank of America Securities 2007 - Present
Banc of America 2007 - Present
Citigroup 2000 - 2005
Citigroup Global Markets 2000 - 2005
Skills
Banking, Investment Banking, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Investments, Fixed Income, DCF, Financial Analysis, Equities, Capital Markets, Equity Research, Finance, M&A experience, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Risk, Strategy, Venture Capital, Credit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Morehouse College 1996 — 2000
BA, Economics
Accra Academy
Banc of America Securities May 2007 - Present
Bank of America Securities 2007 - Present
Banc of America 2007 - Present
Citigroup 2000 - 2005
Citigroup Global Markets 2000 - 2005
Skills
Banking, Investment Banking, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Investments, Fixed Income, DCF, Financial Analysis, Equities, Capital Markets, Equity Research, Finance, M&A experience, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Risk, Strategy, Venture Capital, Credit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Morehouse College 1996 — 2000
BA, Economics
Accra Academy
Boris Galinsky's Banc of America Experience 2003 - 2008
Job Technical Problem Solver
Industry Financial Services
Experience
Bank of America February 2003 - April 2008
Banc Of America 2003 - 2008
Nastel Technologies, Inc. 1998 - 2000
ADP 1989 - 1997
Monchik Weber 1984 - 1986
Skills
New Business Development, Strategic Planning, Program Management, Product Management, Team Leadership, Strategy, CRM, Agile Methodologies, Cross-functional Team..., Risk Management, Software Development, Business Analysis, Leadership, Vendor Management, Portfolio Management, Business Development, Business Process..., Management Consulting, IT Strategy, Management, Business Intelligence, Start-ups, Cloud Computing
Education
Stevens Institute of Technology 1980 — 1983
Bank of America February 2003 - April 2008
Banc Of America 2003 - 2008
Nastel Technologies, Inc. 1998 - 2000
ADP 1989 - 1997
Monchik Weber 1984 - 1986
Skills
New Business Development, Strategic Planning, Program Management, Product Management, Team Leadership, Strategy, CRM, Agile Methodologies, Cross-functional Team..., Risk Management, Software Development, Business Analysis, Leadership, Vendor Management, Portfolio Management, Business Development, Business Process..., Management Consulting, IT Strategy, Management, Business Intelligence, Start-ups, Cloud Computing
Education
Stevens Institute of Technology 1980 — 1983
Philip Lintz's Banc of America Experience Field CoordinatorBill Bradley for President1999 - 2000
Job Vice President at Banc of America
Industry Capital Markets
Experience
Banc of America Field CoordinatorBill Bradley for President1999 - 2000
Education
Bowdoin College
Banc of America Field CoordinatorBill Bradley for President1999 - 2000
Education
Bowdoin College
Richard Ruvalcaba's Banc of America Experience June 1996 - December 1999
Job Mortgage Loan Specialist
Industry Banking
Experience
Bank of America November 2012 - Present
JPMorgan Chase October 2008 - April 2011
Charles Schwab & Co. May 2000 - March 2006
Banc of America June 1996 - December 1999
G.E. Capital - Mortgage Insurance May 1990 - November 1995
Skills
Investments, Portfolio Management, Banking, Fixed Income, Mutual Funds, Strategic Financial..., Asset Allocation, Real Estate, Mortgage Lending, Business Development, Retirement Planning, Finance
Education
St. Mary's College of California 1993 — 1995
MBA, Business
University of San Francisco 1981 — 1985
B.S., Finance
Bank of America November 2012 - Present
JPMorgan Chase October 2008 - April 2011
Charles Schwab & Co. May 2000 - March 2006
Banc of America June 1996 - December 1999
G.E. Capital - Mortgage Insurance May 1990 - November 1995
Skills
Investments, Portfolio Management, Banking, Fixed Income, Mutual Funds, Strategic Financial..., Asset Allocation, Real Estate, Mortgage Lending, Business Development, Retirement Planning, Finance
Education
St. Mary's College of California 1993 — 1995
MBA, Business
University of San Francisco 1981 — 1985
B.S., Finance
Adam Levi CFA's Banc of America Experience October 2003 - May 2007
Job Managing Director at BlackRock
Industry Banking
Experience
BlackRock July 2007 - Present
Banc of America October 2003 - May 2007
Skills
Hedge Funds, Financial Modeling, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Alternative Investments, Bloomberg, Asset Management, Structured Finance
Education
University of Southern California 1995 — 2000
University of Southern California - Marshall School of Business 1995 — 2000
Busineess Administration, Finance
University of Denver 1995 — 1997
BlackRock July 2007 - Present
Banc of America October 2003 - May 2007
Skills
Hedge Funds, Financial Modeling, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Alternative Investments, Bloomberg, Asset Management, Structured Finance
Education
University of Southern California 1995 — 2000
University of Southern California - Marshall School of Business 1995 — 2000
Busineess Administration, Finance
University of Denver 1995 — 1997
Nicole Mynarski's Banc of America Experience September 2000 - April 2002
Job Research Associate at GoldenTree
Industry Financial Services
Experience
GoldenTree Asset Management September 2013 - Present
Fortress Investment Group October 2005 - September 2013
Bond New York February 2004 - October 2005
Hicks Muse Tate & Furst October 2002 - January 2004
Banc of America September 2000 - April 2002
Wit Capital June 1998 - September 2000
Education
Bentley University 1993 — 1997
BS, Economics-Finance
GoldenTree Asset Management September 2013 - Present
Fortress Investment Group October 2005 - September 2013
Bond New York February 2004 - October 2005
Hicks Muse Tate & Furst October 2002 - January 2004
Banc of America September 2000 - April 2002
Wit Capital June 1998 - September 2000
Education
Bentley University 1993 — 1997
BS, Economics-Finance
Eoin Treacy's Banc of America Experience April 2001 - April 2003
Job European Equity Sales Trader at Exane BNP Paribas
Industry Banking
Experience
Exane BNP Paribas 2007 - Present
Natexis Bleichroeder November 2003 - March 2007
Banc of America April 2001 - April 2003
Skills
Bloomberg, Financial Markets, Capital Markets, Equities, Hedge Funds
Education
Fairfield University 1989 — 1993
American Studies
Saint Peters Preparatory School 1985 — 1989
Exane BNP Paribas 2007 - Present
Natexis Bleichroeder November 2003 - March 2007
Banc of America April 2001 - April 2003
Skills
Bloomberg, Financial Markets, Capital Markets, Equities, Hedge Funds
Education
Fairfield University 1989 — 1993
American Studies
Saint Peters Preparatory School 1985 — 1989
Peter Macchio's Banc of America Experience 2005 - January 2009
Job Business Mangager at Bank Of America
Industry Banking
Experience
Bank Of America May 2004 - Present
Banc of America Securities 2005 - January 2009
Banc of America 2005 - January 2009
Education
State University of New York College at Plattsburgh 1986 — 1990
Bank Of America May 2004 - Present
Banc of America Securities 2005 - January 2009
Banc of America 2005 - January 2009
Education
State University of New York College at Plattsburgh 1986 — 1990
Chris Schott's Banc of America Experience June 2005 - March 2008
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Banc of America June 2005 - March 2008
Credit Suisse July 2000 - May 2005
Education
Harvard University 1995 — 1999
Bachelor of Arts (BA), Biomedical/Medical Engineering
J.P. Morgan March 2008 - Present
Banc of America June 2005 - March 2008
Credit Suisse July 2000 - May 2005
Education
Harvard University 1995 — 1999
Bachelor of Arts (BA), Biomedical/Medical Engineering
Bob Sheahan Jr's Banc of America Experience March 2004 - June 2005
Job William Blair
Industry Financial Services
Experience
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
Elaine Nee's Banc of America Experience April 1999 - September 2005
Job Assistant Vice President Office of Compliance Counsel at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
CCO Investment Services Corp. September 2014 - May 2015
LPL Financial September 2013 - September 2014
LPL Financial May 2012 - August 2013
CCO Investment Services Corp June 2008 - May 2012
CCO Investment Services Corp. March 2007 - June 2008
CCO Investment Services Corp November 2005 - March 2007
Banc of America April 1999 - September 2005
Skills
Securities, Series 7, FINRA, AML, Mutual Funds, Series 24, Series 63, Risk Management, Financial Services, Investments, Due Diligence, Securities Regulation, Banking, Equities, Investment Advisory, Wealth Management, Portfolio Management
Education
New England College of Business & Finance 2009 — 2011
MS, Business Ethics & Compliance
Marquette University 1994 — 1998
Bachelor of Science (B.S.), Accounting
LPL Financial June 2015 - Present
CCO Investment Services Corp. September 2014 - May 2015
LPL Financial September 2013 - September 2014
LPL Financial May 2012 - August 2013
CCO Investment Services Corp June 2008 - May 2012
CCO Investment Services Corp. March 2007 - June 2008
CCO Investment Services Corp November 2005 - March 2007
Banc of America April 1999 - September 2005
Skills
Securities, Series 7, FINRA, AML, Mutual Funds, Series 24, Series 63, Risk Management, Financial Services, Investments, Due Diligence, Securities Regulation, Banking, Equities, Investment Advisory, Wealth Management, Portfolio Management
Education
New England College of Business & Finance 2009 — 2011
MS, Business Ethics & Compliance
Marquette University 1994 — 1998
Bachelor of Science (B.S.), Accounting
DeWane Hill's Banc of America Experience November 2003 - November 2006
Job Owner at Precision
Industry Commercial Real Estate
Experience
Precision January 2014 - Present
Wells Fargo November 2006 - 2009
Banc of America November 2003 - November 2006
Merrill Lynch January 1994 - August 2003
Education
Howard University 1987 — 1994
BBA Finance, Finance & Economics
Precision January 2014 - Present
Wells Fargo November 2006 - 2009
Banc of America November 2003 - November 2006
Merrill Lynch January 1994 - August 2003
Education
Howard University 1987 — 1994
BBA Finance, Finance & Economics
Michael Chico, CFA's Banc of America Experience 1996 - 1997
Job VP Portfolio Manager at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management February 2005 - Present
JP Morgan 2002 - 2005
Bank One 1997 - 2002
Banc of America 1996 - 1997
First Chicago - NBD Corp 1995 - 1996
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Economics
University of Pennsylvania 1991 — 1995
BA, Economics
Northern Trust Asset Management February 2005 - Present
JP Morgan 2002 - 2005
Bank One 1997 - 2002
Banc of America 1996 - 1997
First Chicago - NBD Corp 1995 - 1996
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Economics
University of Pennsylvania 1991 — 1995
BA, Economics
Samirkumar Patel's Banc of America Experience February 2007 - September 2008
Job Lead Quality Assurance / Automation Engr in Finance, Banking and Trading
Industry Financial Services
Experience
citi September 2011 - Present
Thomson Financial March 2009 - September 2011
Bank of America September 2008 - March 2009
Banc of America February 2007 - September 2008
Morgan Stanley October 2006 - February 2007
B2X Corporation May 2006 - October 2006
Merrill Lynch September 1999 - May 2006
Skills
QTP, Quality Center, SDLC, Test Automation, Trading Systems, Test Planning, Data Warehousing, Requirements Analysis, Quality Assurance, Software Quality..., SQL, User Acceptance Testing, Agile Methodologies, System Testing, Regression Testing, Testing, Software Project..., Scrum, Integration, Business Analysis, SOA, Test Management, Test Cases, Defect Tracking, JIRA, Test Strategy, Requirements Gathering, Waterfall, Agile Project Management, Market Data, Test Execution, Agile Testing, IT Strategy, Release Management, Quality Management, System Integration..., Manual Testing, Web Services, RUP, Functional Testing, Agile
Education
University of Mumbai
BS, Electronics Engr
citi September 2011 - Present
Thomson Financial March 2009 - September 2011
Bank of America September 2008 - March 2009
Banc of America February 2007 - September 2008
Morgan Stanley October 2006 - February 2007
B2X Corporation May 2006 - October 2006
Merrill Lynch September 1999 - May 2006
Skills
QTP, Quality Center, SDLC, Test Automation, Trading Systems, Test Planning, Data Warehousing, Requirements Analysis, Quality Assurance, Software Quality..., SQL, User Acceptance Testing, Agile Methodologies, System Testing, Regression Testing, Testing, Software Project..., Scrum, Integration, Business Analysis, SOA, Test Management, Test Cases, Defect Tracking, JIRA, Test Strategy, Requirements Gathering, Waterfall, Agile Project Management, Market Data, Test Execution, Agile Testing, IT Strategy, Release Management, Quality Management, System Integration..., Manual Testing, Web Services, RUP, Functional Testing, Agile
Education
University of Mumbai
BS, Electronics Engr
Erika Freeman's Banc of America Experience May 2007 - April 2008
Job Vice President at State Street
Industry Financial Services
Experience
State Street 2012 - Present
Barclays Capital May 2008 - May 2011
Banc of America May 2007 - April 2008
Citigroup Global Markets August 2006 - May 2007
Citigroup Global Markets July 2004 - August 2006
Skills
Fixed Income, Derivatives, Hedge Funds, FX Options, Options, Asset Management, Structured Products, Emerging Markets, Bonds, Financial Analysis, Financial Structuring
Education
The Johns Hopkins University 2000 — 2004
Bachelor of Science, Applied Mathematics and Statistics, 3.78/4.0
The Johns Hopkins University 2000 — 2004
Bachelor of Arts; Applied, Economics, 3.78/4.0
State Street 2012 - Present
Barclays Capital May 2008 - May 2011
Banc of America May 2007 - April 2008
Citigroup Global Markets August 2006 - May 2007
Citigroup Global Markets July 2004 - August 2006
Skills
Fixed Income, Derivatives, Hedge Funds, FX Options, Options, Asset Management, Structured Products, Emerging Markets, Bonds, Financial Analysis, Financial Structuring
Education
The Johns Hopkins University 2000 — 2004
Bachelor of Science, Applied Mathematics and Statistics, 3.78/4.0
The Johns Hopkins University 2000 — 2004
Bachelor of Arts; Applied, Economics, 3.78/4.0
Craig Schwenn's Banc of America Experience 2010 - 2011
Job Billing Lead at Allstate Ins, Co.
Industry Insurance
Experience
Allstate February 2006 - Present
Banc of America 2010 - 2011
Allstate 2006 - 2010
Allstate 2006 - 2010
Skills
SSIS, Visual Basic, Analysis, ASP.NET, Project Planning, SDLC, Access, SQL, Business Analysis, Management, Requirements Analysis, T-SQL, Business Intelligence
Education
Florida State College at Jacksonville 2002 — 2005
Allstate February 2006 - Present
Banc of America 2010 - 2011
Allstate 2006 - 2010
Allstate 2006 - 2010
Skills
SSIS, Visual Basic, Analysis, ASP.NET, Project Planning, SDLC, Access, SQL, Business Analysis, Management, Requirements Analysis, T-SQL, Business Intelligence
Education
Florida State College at Jacksonville 2002 — 2005
Hidejah Brown's Banc of America Experience March 2005 - November 2012
Job Portfolio Monitoring Analyst at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
Banc of America March 2005 - November 2012
Skills
Retail Banking, Banking, Credit
Education
Southeastern Illinois College 2001 — 2003
Associate of Arts
Bank of America November 2012 - Present
Banc of America March 2005 - November 2012
Skills
Retail Banking, Banking, Credit
Education
Southeastern Illinois College 2001 — 2003
Associate of Arts
Andrea Eversley's Banc of America Experience September 2003 - February 2009
Job Information Specialist
Industry Financial Services
Experience
Jefferies & Company 2009 - Present
Banc of America September 2003 - February 2009
Skills
Library, Online Research, Data Analysis, Information Management, Knowledge Management, Financial Services, Competitive Intelligence, Research
Education
Pratt Institute
MLS, Library Science
Jefferies & Company 2009 - Present
Banc of America September 2003 - February 2009
Skills
Library, Online Research, Data Analysis, Information Management, Knowledge Management, Financial Services, Competitive Intelligence, Research
Education
Pratt Institute
MLS, Library Science
Cherie Mason's Banc of America Experience January 1999 - March 2000
Job Regional Retirement Specialist/ Employee Benefit Specialist at Principal Financial Group/ Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Ibrahim Incoglu's Banc of America Experience March 2002 - February 2003
Job Portfolio Manager/ Trader at BlackRock
Industry Financial Services
Experience
BlackRock August 2009 - Present
Wachovia Securities, LLC March 2003 - April 2009
Banc of America March 2002 - February 2003
Ocwen Federal Bank March 2000 - September 2001
Skills
Derivatives, Risk Management, Portfolio Management, Trading, Equities, Financial Risk, ABS, Fixed Income, Financial Analysis, CMBS, Capital Markets, Structured Finance, Quantitative Analytics, Economics, Asset Management, Trading Strategies, CRM, Bloomberg
Education
University of Tulsa 1998 — 1999
MBA, Finance
Boğaziçi University 1993 — 1998
BSc, Civil Engineering
BlackRock August 2009 - Present
Wachovia Securities, LLC March 2003 - April 2009
Banc of America March 2002 - February 2003
Ocwen Federal Bank March 2000 - September 2001
Skills
Derivatives, Risk Management, Portfolio Management, Trading, Equities, Financial Risk, ABS, Fixed Income, Financial Analysis, CMBS, Capital Markets, Structured Finance, Quantitative Analytics, Economics, Asset Management, Trading Strategies, CRM, Bloomberg
Education
University of Tulsa 1998 — 1999
MBA, Finance
Boğaziçi University 1993 — 1998
BSc, Civil Engineering
Ann Dank's Banc of America Experience 2005 - Present
Job Director at Bank of America
Industry Investment Banking
Experience
Banc of America 2005 - Present
Deutsche Bank August 2004 - April 2005
Merrill Lynch February 1997 - August 2004
Goldman Sachs June 1995 - February 1997
Skills
Fixed Income
Education
New York University 1991 — 1995
BA, Mathematics, Computer Science
Banc of America 2005 - Present
Deutsche Bank August 2004 - April 2005
Merrill Lynch February 1997 - August 2004
Goldman Sachs June 1995 - February 1997
Skills
Fixed Income
Education
New York University 1991 — 1995
BA, Mathematics, Computer Science
Joseph Wesley's Banc of America Experience June 2003 - May 2009
Job Chairman of the Board at Vesel Interactive
Industry Financial Services
Experience
Vesel Interactive December 2013 - Present
Vesel Interactive February 2012 - Present
Cantor Fitzgerald January 2012 - March 2013
BTIG, LLC May 2009 - January 2012
Banc of America June 2003 - May 2009
Bear, Stearns & Company June 1998 - June 2003
National Association of Securities Dealers 1997 - 1998
Pershing Trading Company, L.P. 1996 - 1997
Tuttle Securities 1995 - 1996
Skills
Capital Markets..., Global Regulatory..., Risk Arbitrage, PnL Management, Derivatives, Convertible Securities, Leadership Development, Project Coordination, Interpersonal..., Strategic Planning, Process Improvement, Back Office, SEC Compliance, Operational Risk, Relationship Management, Securities, Series 63, Series 7, Equities, Hedge Funds, Bloomberg, Trading, Spanish, Risk Management, Financial Markets, Market Data, Financial Services, Proprietary Trading, Options, Trading Systems, Prime Brokerage, Equity Trading, Strategy, Investments, AML, Capital Markets, SEC, FINRA, Electronic Trading, Asset Management, Fixed Income, Alternative Investments, Institutional, Institutional Sales, Market Structure, Trading System
Education
New York National Guard 1988 — 1997
Recipient of Air Force Achievement and Commendations Medals
State University of New York College at Geneseo 1991 — 1993
B.A., Psychology
Vesel Interactive December 2013 - Present
Vesel Interactive February 2012 - Present
Cantor Fitzgerald January 2012 - March 2013
BTIG, LLC May 2009 - January 2012
Banc of America June 2003 - May 2009
Bear, Stearns & Company June 1998 - June 2003
National Association of Securities Dealers 1997 - 1998
Pershing Trading Company, L.P. 1996 - 1997
Tuttle Securities 1995 - 1996
Skills
Capital Markets..., Global Regulatory..., Risk Arbitrage, PnL Management, Derivatives, Convertible Securities, Leadership Development, Project Coordination, Interpersonal..., Strategic Planning, Process Improvement, Back Office, SEC Compliance, Operational Risk, Relationship Management, Securities, Series 63, Series 7, Equities, Hedge Funds, Bloomberg, Trading, Spanish, Risk Management, Financial Markets, Market Data, Financial Services, Proprietary Trading, Options, Trading Systems, Prime Brokerage, Equity Trading, Strategy, Investments, AML, Capital Markets, SEC, FINRA, Electronic Trading, Asset Management, Fixed Income, Alternative Investments, Institutional, Institutional Sales, Market Structure, Trading System
Education
New York National Guard 1988 — 1997
Recipient of Air Force Achievement and Commendations Medals
State University of New York College at Geneseo 1991 — 1993
B.A., Psychology
Francis McKenna's Banc of America Experience February 2004 - April 2007
Job Director of Public Finance Academy Securities
Industry Financial Services
Experience
Delmhorst & Sheehan Inc. August 2011 - Present
Northeast Securities June 2009 - July 2010
Banc of America February 2004 - April 2007
Skills
Investment Banking, Bonds, Securities, New Business Development, Relationship Marketing, Management, Client Development, Banking, Capital Markets, Real Estate, Microsoft Word, Microsoft Excel
Education
NYU 1975 — 1977
Masters in Urban Planning
Fairfield University 1969 — 1973
Bachelor of Arts (BA), History
Delmhorst & Sheehan Inc. August 2011 - Present
Northeast Securities June 2009 - July 2010
Banc of America February 2004 - April 2007
Skills
Investment Banking, Bonds, Securities, New Business Development, Relationship Marketing, Management, Client Development, Banking, Capital Markets, Real Estate, Microsoft Word, Microsoft Excel
Education
NYU 1975 — 1977
Masters in Urban Planning
Fairfield University 1969 — 1973
Bachelor of Arts (BA), History
Brian Gruber's Banc of America Experience January 1992 - Present
Job Senior Client Manager Commercial Banking Dealer Financial Services at Bank of America
Industry Financial Services
Experience
Banc of America January 1992 - Present
Skills
Financial Services, Insurance, Portfolio Management, Account Management
Education
University of Central Florida 1996 — 1998
Master of Business Administration (MBA)
University of Florida 1987 — 1990
Bachelor's of Business Administration
Banc of America January 1992 - Present
Skills
Financial Services, Insurance, Portfolio Management, Account Management
Education
University of Central Florida 1996 — 1998
Master of Business Administration (MBA)
University of Florida 1987 — 1990
Bachelor's of Business Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS