Banc of America Securities
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, New York, United States Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
Banc of America Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Banc of America Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Banc of America Securities Salaries. You can even request information on how much does Banc of America Securities pay if you want to. Learn about salaries, pros and cons of working for Banc of America Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,047 Banc of America Securities employees in database. Find out everything there's to know about Banc of America Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Banc of America Securities Employees
Employee
Years
Job
Industry
Lauren Locke Lauren Locke's Banc of America Securities Experience 2000 - 2003
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo November 2014 - Present
Wells Fargo Securities March 2004 - Present
Banc of America Securities 2000 - 2003
Skills
Capital Markets, Fixed Income, Portfolio Management, Syndications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Texas Christian University 1987 — 1991
BBA, Finance
Wells Fargo November 2014 - Present
Wells Fargo Securities March 2004 - Present
Banc of America Securities 2000 - 2003
Skills
Capital Markets, Fixed Income, Portfolio Management, Syndications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Texas Christian University 1987 — 1991
BBA, Finance
Arun Paul Arun Paul's Banc of America Securities Experience 2001 - 2003
Job Founder and CEO of Priya Living
Industry Real Estate
Experience
Priya Living December 2009 - Present
Solage Hotels and Resorts April 2007 - August 2009
Canyon Equity May 2003 - March 2007
Banc of America Securities 2001 - 2003
The Irvine Company 1997 - 1999
Wasserstein Perella 1995 - 1997
Skills
Strategic Planning, Real Estate Development, Real Estate Economics, Real Estate, Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Business Strategy, Land Acquisition, Leadership, Product Design, Product Innovation, Real Estate Investor, Finance, Management, Mergers & Acquisitions, Strategy, Asset Management, Valuation, Investments
Education
Stanford Business School 1999 — 2001
MBA, Global Management
Stanford University 1991 — 1995
BA, Economics
Priya Living December 2009 - Present
Solage Hotels and Resorts April 2007 - August 2009
Canyon Equity May 2003 - March 2007
Banc of America Securities 2001 - 2003
The Irvine Company 1997 - 1999
Wasserstein Perella 1995 - 1997
Skills
Strategic Planning, Real Estate Development, Real Estate Economics, Real Estate, Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Business Strategy, Land Acquisition, Leadership, Product Design, Product Innovation, Real Estate Investor, Finance, Management, Mergers & Acquisitions, Strategy, Asset Management, Valuation, Investments
Education
Stanford Business School 1999 — 2001
MBA, Global Management
Stanford University 1991 — 1995
BA, Economics
Jim MacGregor Jim MacGregor's Banc of America Securities Experience 1998 - 2001
Job SVP Western Division Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank May 2014 - Present
U.S. Bank March 2010 - May 2014
PwC 2003 - 2009
Banc of America Securities 1998 - 2001
Skills
Banking, Credit, Commercial Banking, Loans, Credit Analysis
Education
Stanford University
Bachelor of Arts (BA), Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
U.S. Bank May 2014 - Present
U.S. Bank March 2010 - May 2014
PwC 2003 - 2009
Banc of America Securities 1998 - 2001
Skills
Banking, Credit, Commercial Banking, Loans, Credit Analysis
Education
Stanford University
Bachelor of Arts (BA), Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
Bill MacSwiney Bill MacSwiney's Banc of America Securities Experience June 1998 - December 2004
Job Business Systems Analyst contract at Equinix
Industry Computer Software
Experience
Equinix November 2013 - Present
Bank of America Merrill Lynch – Global Markets Operations Technology January 2009 - March 2013
Bank of America - Capital Markets shared data environment. January 2005 - December 2008
Banc of America Securities June 1998 - December 2004
Bank of America – Global Corporate Investment Banking June 1988 - June 1998
Midland Montague Securities Inc – San Francisco, CA August 1986 - June 1989
Phoenix Mutual Life Insurance Company – Hartford, CT. July 1981 - April 1986
Skills
Data Warehousing, Data Base Design, Requirements Analysis, SQL, Project Management, Microsoft SQL Server, Business Analysis, Meta Data, Data Modeling, Database Design
Education
Syracuse University 1979 — 1981
Bachelor of Science (BS), Mathematics and Computer Science
Equinix November 2013 - Present
Bank of America Merrill Lynch – Global Markets Operations Technology January 2009 - March 2013
Bank of America - Capital Markets shared data environment. January 2005 - December 2008
Banc of America Securities June 1998 - December 2004
Bank of America – Global Corporate Investment Banking June 1988 - June 1998
Midland Montague Securities Inc – San Francisco, CA August 1986 - June 1989
Phoenix Mutual Life Insurance Company – Hartford, CT. July 1981 - April 1986
Skills
Data Warehousing, Data Base Design, Requirements Analysis, SQL, Project Management, Microsoft SQL Server, Business Analysis, Meta Data, Data Modeling, Database Design
Education
Syracuse University 1979 — 1981
Bachelor of Science (BS), Mathematics and Computer Science
Pam Johansen Pam Johansen's Banc of America Securities Experience July 1995 - June 2000
Job Creative Memories Senior Unit Leader
Industry Consumer Services
Experience
Self-employed May 1998 - September 2013
Private April 2001 - August 2005
Banc of America Securities July 1995 - June 2000
Alpha Phi International Fraternity August 1994 - June 1995
Skills
Direct Sales, Training, Sales, Organization, Creative Solutions, Creativity, Event Planning, Trade Show Exhibitor, Photo Albums, Highly detail oriented, Exceptional People..., Exceeding Expectations, Customer Service, Administrative..., Team Leadership, Project Planning, Public Speaking, Analysis, Leadership, Event Management, Team Building, Budgets, Management
Education
UC Davis 1992 — 1994
Bachelor of Science (B.S.), Agricultural Economics
Santa Clara University 1990 — 1992
n/a, Business Administration and Management, General
Self-employed May 1998 - September 2013
Private April 2001 - August 2005
Banc of America Securities July 1995 - June 2000
Alpha Phi International Fraternity August 1994 - June 1995
Skills
Direct Sales, Training, Sales, Organization, Creative Solutions, Creativity, Event Planning, Trade Show Exhibitor, Photo Albums, Highly detail oriented, Exceptional People..., Exceeding Expectations, Customer Service, Administrative..., Team Leadership, Project Planning, Public Speaking, Analysis, Leadership, Event Management, Team Building, Budgets, Management
Education
UC Davis 1992 — 1994
Bachelor of Science (B.S.), Agricultural Economics
Santa Clara University 1990 — 1992
n/a, Business Administration and Management, General
Will Maze Will Maze's Banc of America Securities Experience 1998 - 2003
Job Portfolio Manager and Strategist at ELCO Management
Industry Financial Services
Experience
ELCO Management September 2011 - Present
Ecofin June 2005 - July 2011
Neuberger Berman 2003 - 2005
Banc of America Securities 1998 - 2003
Salomon Smith Barney 1994 - 1998
Skills
IPPs, Investments, Mutual Funds, Energy, Asset, Natural Gas, Asset Managment, Equities, Equity Research, Private Equity, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Due Diligence, Bloomberg, MLP, Hedging, Investment Strategies, Options, Asset Allocation, Financial Analysis, Institutional..., ETFs, Stock Picking, Wealth Management, Bloomberg Terminal, Buy-side, Commodity Markets, DCF, Economics, Value Investing, IPO, Equity Valuation, Investment Management, Fixed Income, Financial Markets, Fund Of Funds, Asset Management
Education
University of Notre Dame 1993 — 1995
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (BSc)
University of Notre Dame
Master of Business Administration (M.B.A.)
ELCO Management September 2011 - Present
Ecofin June 2005 - July 2011
Neuberger Berman 2003 - 2005
Banc of America Securities 1998 - 2003
Salomon Smith Barney 1994 - 1998
Skills
IPPs, Investments, Mutual Funds, Energy, Asset, Natural Gas, Asset Managment, Equities, Equity Research, Private Equity, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Due Diligence, Bloomberg, MLP, Hedging, Investment Strategies, Options, Asset Allocation, Financial Analysis, Institutional..., ETFs, Stock Picking, Wealth Management, Bloomberg Terminal, Buy-side, Commodity Markets, DCF, Economics, Value Investing, IPO, Equity Valuation, Investment Management, Fixed Income, Financial Markets, Fund Of Funds, Asset Management
Education
University of Notre Dame 1993 — 1995
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (BSc)
University of Notre Dame
Master of Business Administration (M.B.A.)
Peter Le Piane Peter Le Piane's Banc of America Securities Experience 2006 - 2008
Job U.S. Head of Regulatory Development & Policy at HSBC
Industry Financial Services
Experience
HSBC November 2014 - Present
NetOTC March 2014 - October 2014
DTCC Data Repository (U.S.) LLC June 2012 - March 2014
New York Portfolio Clearing, LLC February 2012 - March 2014
DTCC January 2012 - March 2014
DTCC November 2010 - December 2011
Banc of America Securities 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
AML, Compliance, KYC, Risk Assessment, USA PATRIOT Act, Dodd-Frank, CFTC, Financial Policies &..., OFAC, Project Management, Securities, Risk Management, Derivatives, FINRA, Bank Secrecy Act, Financial Risk, Banking, Financial Services, Securities Regulation, Operational Risk..., SEC, FCPA, Operational Risk, Series 24, Corporate Governance, Sanction, Fraud, Regulations, Financial Institutions, Capital Markets, Prime Brokerage, Enterprise Risk..., Anti Money Laundering
Education
Saint John's University School of Law 2001 — 2004
JD, Law
Villanova University 1997 — 1999
MA, Philosophy
Seattle University 1993 — 1997
BA, Philosophy
HSBC November 2014 - Present
NetOTC March 2014 - October 2014
DTCC Data Repository (U.S.) LLC June 2012 - March 2014
New York Portfolio Clearing, LLC February 2012 - March 2014
DTCC January 2012 - March 2014
DTCC November 2010 - December 2011
Banc of America Securities 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
AML, Compliance, KYC, Risk Assessment, USA PATRIOT Act, Dodd-Frank, CFTC, Financial Policies &..., OFAC, Project Management, Securities, Risk Management, Derivatives, FINRA, Bank Secrecy Act, Financial Risk, Banking, Financial Services, Securities Regulation, Operational Risk..., SEC, FCPA, Operational Risk, Series 24, Corporate Governance, Sanction, Fraud, Regulations, Financial Institutions, Capital Markets, Prime Brokerage, Enterprise Risk..., Anti Money Laundering
Education
Saint John's University School of Law 2001 — 2004
JD, Law
Villanova University 1997 — 1999
MA, Philosophy
Seattle University 1993 — 1997
BA, Philosophy
Jason Moran Jason Moran's Banc of America Securities Experience 1996 - 1999
Job Managing Director & Group Head Healthcare Life Sciences at KPMG Corporate Finance LLC
Industry Financial Services
Experience
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
Brent Mellow ☁ Brent Mellow ☁'s Banc of America Securities Experience January 1989 - July 1999
Job Helping businesses improve their results with Salesforce® and the Salesforce App Cloud™.
Industry Management Consulting
Experience
akaCRM Inc. September 2009 - Present
Astadia, Inc. April 2008 - April 2009
Astadia, Inc. October 2006 - March 2008
MW Advisors, LLC January 2003 - October 2006
The Telvista Company May 2001 - January 2003
CompUSA April 2001 - May 2001
FurnitureGuide Corporation August 1999 - March 2001
Banc of America Securities January 1989 - July 1999
Skills
Salesforce.com, Force.com, Sales Operations, Marketing Automation, Call Center, SaaS, CRM, Cloud Computing, Call Centers, Start-ups, Professional Services, Sales Process, Business Process, Social Media Marketing, Entrepreneurship, Strategic Partnerships, Strategy, Product Marketing, Lead Generation, Marketing, Management Consulting, Leadership, Selling, Management, Training, Consulting, Solution Selling, Business Intelligence, Go-to-market Strategy, New Business Development, Analytics, Enterprise Software, Sales, Integration, Executive Management, Business Analysis
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Marketing, MIS
The University of Texas at Austin 1983 — 1987
BBA, Finance
akaCRM Inc. September 2009 - Present
Astadia, Inc. April 2008 - April 2009
Astadia, Inc. October 2006 - March 2008
MW Advisors, LLC January 2003 - October 2006
The Telvista Company May 2001 - January 2003
CompUSA April 2001 - May 2001
FurnitureGuide Corporation August 1999 - March 2001
Banc of America Securities January 1989 - July 1999
Skills
Salesforce.com, Force.com, Sales Operations, Marketing Automation, Call Center, SaaS, CRM, Cloud Computing, Call Centers, Start-ups, Professional Services, Sales Process, Business Process, Social Media Marketing, Entrepreneurship, Strategic Partnerships, Strategy, Product Marketing, Lead Generation, Marketing, Management Consulting, Leadership, Selling, Management, Training, Consulting, Solution Selling, Business Intelligence, Go-to-market Strategy, New Business Development, Analytics, Enterprise Software, Sales, Integration, Executive Management, Business Analysis
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Marketing, MIS
The University of Texas at Austin 1983 — 1987
BBA, Finance
Rebecca Olson Rebecca Olson's Banc of America Securities Experience 2004 - 2006
Job Regional Director at Gainsight
Industry Computer Software
Experience
Gainsight August 2014 - Present
The Boston Consulting Group September 2008 - April 2014
Banc of America Securities 2004 - 2006
Sun Microsystems 1999 - 2000
Sun Microsystems 1999 - 2000
Skills
Strategy, Technology, Sales, Business Development, Financial Modeling, Start-ups, Business Planning, Biotechnology, Management Consulting, Private Equity, Marketing Strategy, Competitive Analysis, Acquisition Integration, Pricing, Strategic Planning, Market Research, Investments, Outsourcing, Entrepreneurship, Program Management, Risk Management, Go-to-market Strategy, Business Strategy, Restructuring, Portfolio Management, Telecommunications, Project Management, Analysis, Enterprise Software
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Strategy and Entrepreneurship
Stanford University 1998 — 2002
B.A., Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economic History
Gainsight August 2014 - Present
The Boston Consulting Group September 2008 - April 2014
Banc of America Securities 2004 - 2006
Sun Microsystems 1999 - 2000
Sun Microsystems 1999 - 2000
Skills
Strategy, Technology, Sales, Business Development, Financial Modeling, Start-ups, Business Planning, Biotechnology, Management Consulting, Private Equity, Marketing Strategy, Competitive Analysis, Acquisition Integration, Pricing, Strategic Planning, Market Research, Investments, Outsourcing, Entrepreneurship, Program Management, Risk Management, Go-to-market Strategy, Business Strategy, Restructuring, Portfolio Management, Telecommunications, Project Management, Analysis, Enterprise Software
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Strategy and Entrepreneurship
Stanford University 1998 — 2002
B.A., Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economic History
Bryce Langen Bryce Langen's Banc of America Securities Experience 2001 - 2005
Job Corporate Finance Professional
Industry Real Estate
Experience
PulteGroup 2013 - Present
Bank of America Merrill Lynch 2005 - 2010
Banc of America Securities 2001 - 2005
Bank of America 1999 - 2001
Bank of America 1996 - 1999
Skills
Corporate Finance, Capital Structure, Investment Banking, Capital Raising, Capital Markets, Financial Modeling, Real Estate, Structured Finance, Syndications, Commercial Banking, Debt, Valuation, LBO, Treasury Management, Credit, Banking, Negotiation, Financial Structuring, Financial Analysis, Loans, Mergers, Mezzanine, Mergers & Acquisitions, Credit Analysis, Portfolio Management, Interest Rate..., Risk Management, Underwriting, Debt Restructuring, Loan Origination, Finance, Private Equity, Investment Strategies, Asset Management, Hedging, Commercial Lending, Investments, Bonds
Education
Texas A&M University
B.S., Economics, Finance
Texas Tech University
M.S., Finance
Parkway High School
PulteGroup 2013 - Present
Bank of America Merrill Lynch 2005 - 2010
Banc of America Securities 2001 - 2005
Bank of America 1999 - 2001
Bank of America 1996 - 1999
Skills
Corporate Finance, Capital Structure, Investment Banking, Capital Raising, Capital Markets, Financial Modeling, Real Estate, Structured Finance, Syndications, Commercial Banking, Debt, Valuation, LBO, Treasury Management, Credit, Banking, Negotiation, Financial Structuring, Financial Analysis, Loans, Mergers, Mezzanine, Mergers & Acquisitions, Credit Analysis, Portfolio Management, Interest Rate..., Risk Management, Underwriting, Debt Restructuring, Loan Origination, Finance, Private Equity, Investment Strategies, Asset Management, Hedging, Commercial Lending, Investments, Bonds
Education
Texas A&M University
B.S., Economics, Finance
Texas Tech University
M.S., Finance
Parkway High School
Praneeth Wanigasekera Praneeth Wanigasekera's Banc of America Securities Experience 2004 - 2006
Job Vice President at H.I.G. Capital
Industry Financial Services
Experience
H.I.G. Capital January 2015 - Present
Alpharank July 2013 - November 2014
Lab126 June 2011 - July 2013
Lab126 (an Amazon.com company) June 2010 - September 2010
H.I.G. Capital August 2006 - August 2009
Banc of America Securities 2004 - 2006
Pratt & Whitney 2003 - 2003
Yale University Robotics Lab 2002 - 2002
IFS Sri Lanka 1999 - 2000
Skills
Product Management, Business Planning, Analysis, Internationalization, Product Marketing, Business Strategy, Customer Experience, Management, Consumer Devices, Localization, User Experience, Product Strategy, Strategy, Mobile Devices, Mobile Applications, Agile Methodologies, Product Development, Financial Analysis, Financial Modeling, Forecasting, Entrepreneurship, Analytics, Start-ups
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, General Management
Yale University 2000 — 2004
Combined BS and MS, magna cum laude, Computer Science
Royal College 1986 — 1999
Mathematics
H.I.G. Capital January 2015 - Present
Alpharank July 2013 - November 2014
Lab126 June 2011 - July 2013
Lab126 (an Amazon.com company) June 2010 - September 2010
H.I.G. Capital August 2006 - August 2009
Banc of America Securities 2004 - 2006
Pratt & Whitney 2003 - 2003
Yale University Robotics Lab 2002 - 2002
IFS Sri Lanka 1999 - 2000
Skills
Product Management, Business Planning, Analysis, Internationalization, Product Marketing, Business Strategy, Customer Experience, Management, Consumer Devices, Localization, User Experience, Product Strategy, Strategy, Mobile Devices, Mobile Applications, Agile Methodologies, Product Development, Financial Analysis, Financial Modeling, Forecasting, Entrepreneurship, Analytics, Start-ups
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, General Management
Yale University 2000 — 2004
Combined BS and MS, magna cum laude, Computer Science
Royal College 1986 — 1999
Mathematics
Amanda Richards Amanda Richards's Banc of America Securities Experience 2000 - 2002
Job Vice President & Studio Director, JAR Home, Inc.
Industry Design
Experience
JAR Home, Inc. 2012 - Present
Wells & Fox 2010 - 2010
Millie Rose Designs, LLC 2006 - 2010
David Phoenix, Inc. 2002 - 2006
Banc of America Securities 2000 - 2002
Verdura Group 1997 - 2000
Skills
Interior Design, Interior Architecture, Furniture, Architectural Interiors, Custom Interiors, Residential Homes, Furnishings, Home Renovation, Space planning, Construction Management, Home Sta, Window Treatments, Floor Plans, Finish Selections, Draperies, Textiles, Finish, Custom Furniture, Kitchen & Bath Design, Lighting, Fabric Se, Wallcoverings, Retail, Art, FF, Accessorizing, Window Coverings, Residential Design, Retail Design, Design Consulting, Cabinetry, Budgets, Sales, Microsoft Excel, Schedules, Marketing, Design Research, Antiques, Team Management, Problem Solving, Photoshop, AutoCAD, FF&E Specifications
Education
Southern Methodist University 1992 — 1996
Bachelor's degree, Art History
JAR Home, Inc. 2012 - Present
Wells & Fox 2010 - 2010
Millie Rose Designs, LLC 2006 - 2010
David Phoenix, Inc. 2002 - 2006
Banc of America Securities 2000 - 2002
Verdura Group 1997 - 2000
Skills
Interior Design, Interior Architecture, Furniture, Architectural Interiors, Custom Interiors, Residential Homes, Furnishings, Home Renovation, Space planning, Construction Management, Home Sta, Window Treatments, Floor Plans, Finish Selections, Draperies, Textiles, Finish, Custom Furniture, Kitchen & Bath Design, Lighting, Fabric Se, Wallcoverings, Retail, Art, FF, Accessorizing, Window Coverings, Residential Design, Retail Design, Design Consulting, Cabinetry, Budgets, Sales, Microsoft Excel, Schedules, Marketing, Design Research, Antiques, Team Management, Problem Solving, Photoshop, AutoCAD, FF&E Specifications
Education
Southern Methodist University 1992 — 1996
Bachelor's degree, Art History
Brandon Annett Brandon Annett's Banc of America Securities Experience April 2000 - July 2004
Job Managing Director, Head of Syndicated Finance at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank May 2012 - Present
BBVA Compass June 2009 - May 2012
Concerto Asset Management, LLC January 2008 - May 2009
Wachovia Securities, LLC August 2004 - December 2007
Banc of America Securities April 2000 - July 2004
Examination Management Services, Inc. August 1999 - March 2000
Banc of America Securities June 1996 - July 1999
Education
Texas Tech University - Rawls College of Business 1992 — 1996
B.B.A - Finance
Texas Capital Bank May 2012 - Present
BBVA Compass June 2009 - May 2012
Concerto Asset Management, LLC January 2008 - May 2009
Wachovia Securities, LLC August 2004 - December 2007
Banc of America Securities April 2000 - July 2004
Examination Management Services, Inc. August 1999 - March 2000
Banc of America Securities June 1996 - July 1999
Education
Texas Tech University - Rawls College of Business 1992 — 1996
B.B.A - Finance
Chad Greenway Chad Greenway's Banc of America Securities Experience 1999 - 2000
Job Chief Financial Officer at PetroSkills
Industry Professional Training & Coaching
Experience
PetroSkills February 2013 - Present
Rave Reviews Cinemas December 2009 - December 2012
Verto Partners January 2007 - December 2009
Burr Wolff 2006 - 2006
MHT Partners 2005 - 2006
Wasserstein Perella 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Financial Leadership, Mergers & Acquisitions, Financial Restructuring, Turnarounds and Crisis..., Vendor Negotiations, Capital Raising, Negotiation, Turn Around Management, Restructuring, Mergers, Due Diligence, Strategic Planning, Corporate Finance
Education
Texas Christian University 1994 — 1998
BBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Catholic High School 1990 — 1994
PetroSkills February 2013 - Present
Rave Reviews Cinemas December 2009 - December 2012
Verto Partners January 2007 - December 2009
Burr Wolff 2006 - 2006
MHT Partners 2005 - 2006
Wasserstein Perella 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Financial Leadership, Mergers & Acquisitions, Financial Restructuring, Turnarounds and Crisis..., Vendor Negotiations, Capital Raising, Negotiation, Turn Around Management, Restructuring, Mergers, Due Diligence, Strategic Planning, Corporate Finance
Education
Texas Christian University 1994 — 1998
BBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Catholic High School 1990 — 1994
Glen Manna, CFA Glen Manna, CFA's Banc of America Securities Experience October 2000 - March 2003
Job Equity Analyst
Industry Investment Management
Experience
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
John Schwall's Banc of America Securities Experience June 2008 - February 2009
Job Chief Operating Officer at IEX Group, Inc.
Industry Investment Banking
Experience
IEX Group, Inc. February 2012 - Present
RBC Capital Markets September 2009 - February 2012
Bank of America Merrill Lynch February 2009 - September 2009
Banc of America Securities June 2008 - February 2009
Banc of America Securities September 2007 - February 2009
Bank of America November 2005 - April 2006
Banc of America Securities September 2000 - October 2005
Grant Thornton LLP August 1998 - September 2000
Pershing Division of DLJ June 1995 - August 1998
Skills
Electronic Trading, Program Trading, Technology Management, Project Management, Process Improvement, Six Sigma, Management Consulting, Strategic Planning, Product Development, Software Development, Payments, Business Innovation, Consumer Lending, Trading Systems, Market Data, Equities, Capital Markets, Fixed Income, FINOP
Education
Stevens Institute of Technology 1995 — 1997
MS, Technology Management
Stevens Institute of Technology 1990 — 1995
BE, Engineering Management
IEX Group, Inc. February 2012 - Present
RBC Capital Markets September 2009 - February 2012
Bank of America Merrill Lynch February 2009 - September 2009
Banc of America Securities June 2008 - February 2009
Banc of America Securities September 2007 - February 2009
Bank of America November 2005 - April 2006
Banc of America Securities September 2000 - October 2005
Grant Thornton LLP August 1998 - September 2000
Pershing Division of DLJ June 1995 - August 1998
Skills
Electronic Trading, Program Trading, Technology Management, Project Management, Process Improvement, Six Sigma, Management Consulting, Strategic Planning, Product Development, Software Development, Payments, Business Innovation, Consumer Lending, Trading Systems, Market Data, Equities, Capital Markets, Fixed Income, FINOP
Education
Stevens Institute of Technology 1995 — 1997
MS, Technology Management
Stevens Institute of Technology 1990 — 1995
BE, Engineering Management
Lew Coleman Lew Coleman's Banc of America Securities Experience 1998 - 2000
Job Retired
Industry Fishery
Experience
Self Employed January 2015 - Present
DreamWorks Animation July 2014 - January 2015
DreamWorks Animation December 2005 - July 2014
Gordon and Betty Moore Foundation November 2000 - December 2004
Banc of America Securities 1998 - 2000
Banc of America Securities 1995 - 1998
Bank of America 1986 - 1995
Wells Fargo 1973 - 1986
Bank of California 1964 - 1973
Education
Stanford University 1963 — 1965
Bachelor of Arts (B.A.), Economics
Self Employed January 2015 - Present
DreamWorks Animation July 2014 - January 2015
DreamWorks Animation December 2005 - July 2014
Gordon and Betty Moore Foundation November 2000 - December 2004
Banc of America Securities 1998 - 2000
Banc of America Securities 1995 - 1998
Bank of America 1986 - 1995
Wells Fargo 1973 - 1986
Bank of California 1964 - 1973
Education
Stanford University 1963 — 1965
Bachelor of Arts (B.A.), Economics
Christopher F. Feeney Christopher F. Feeney's Banc of America Securities Experience August 1997 - April 2000
Job President BITS | Financial Services Roundtable, Advisory Board Member
Industry Financial Services
Experience
CF Feeney Consulting, LLC April 2013 - Present
Advizr, Inc. January 2014 - Present
Quovo, Inc. July 2014 - Present
LPL Financial January 2008 - March 2013
Thomson Financial December 2005 - November 2007
Telerate July 2003 - December 2004
Multex April 2000 - March 2003
Banc of America Securities August 1997 - April 2000
ADP March 1989 - August 1997
Education
State University of New York College at Oneonta 1975 — 1978
English
CF Feeney Consulting, LLC April 2013 - Present
Advizr, Inc. January 2014 - Present
Quovo, Inc. July 2014 - Present
LPL Financial January 2008 - March 2013
Thomson Financial December 2005 - November 2007
Telerate July 2003 - December 2004
Multex April 2000 - March 2003
Banc of America Securities August 1997 - April 2000
ADP March 1989 - August 1997
Education
State University of New York College at Oneonta 1975 — 1978
English
Greg Carpenter Greg Carpenter's Banc of America Securities Experience March 2006 - July 2007
Job Working Capital Solutions for Small Business & Middle Market Companies | Senior Vice President of Sales South Region
Industry Financial Services
Experience
LSQ Funding Group April 2013 - Present
Noble Royalties, Inc. March 2012 - March 2013
Goldman Sachs July 2007 - March 2012
Banc of America Securities March 2006 - July 2007
Bank of America June 2004 - March 2006
Skills
Due Diligence
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
Bachelor of Arts - Business Administration, Finance & Marketing Concentration
LSQ Funding Group April 2013 - Present
Noble Royalties, Inc. March 2012 - March 2013
Goldman Sachs July 2007 - March 2012
Banc of America Securities March 2006 - July 2007
Bank of America June 2004 - March 2006
Skills
Due Diligence
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
Bachelor of Arts - Business Administration, Finance & Marketing Concentration
Shrinivas Kanaki Shrinivas Kanaki's Banc of America Securities Experience February 2002 - March 2008
Job Research Database Consultant at Kaiser Permanente (DOR)
Industry Computer Software
Experience
Kaiser Permanente (DOR) July 2010 - Present
Banc Of America Securites June 2009 - June 2010
SA Technologies Inc May 2008 - May 2009
Motorola Good Technology Group May 2008 - May 2009
Banc of America Securities February 2002 - March 2008
Siverline Technologies Inc February 1998 - January 2002
Skills
Agile Methodologies, SDLC, Business Intelligence, Data Warehousing, Web Development
Education
Shivaji University 1989 — 1993
Kaiser Permanente (DOR) July 2010 - Present
Banc Of America Securites June 2009 - June 2010
SA Technologies Inc May 2008 - May 2009
Motorola Good Technology Group May 2008 - May 2009
Banc of America Securities February 2002 - March 2008
Siverline Technologies Inc February 1998 - January 2002
Skills
Agile Methodologies, SDLC, Business Intelligence, Data Warehousing, Web Development
Education
Shivaji University 1989 — 1993
C. Glenn Cunningham C. Glenn Cunningham's Banc of America Securities Experience July 1996 - December 1998
Job Financial Advisor at NFG
Industry Financial Services
Experience
Navigation Financial Group of Amarillo January 2004 - Present
Vista College May 2011 - August 2012
First Union Securities / Wachovia Securities December 1998 - May 2003
Banc of America Securities July 1996 - December 1998
First National Bank of Amarillo (original) June 1984 - July 1996
Skills
Investments, Retirement Planning, Estate Planning, Financial Services, Finance, Securities, Risk Management, Financial Advisory, Insurance, Wealth Management, Financial Planning, Asset Allocation, Asset Management, Strategic Financial..., Asset Managment, Investment Advisory, Investment Strategies, Retirement, Wealth Management..., 401k, Portfolio Optimization, Alternative Investments, risk metrics analysis
Education
West Texas A&M University 1979 — 1988
MBA, Economics
Texas Tech University 1973 — 1977
Bachelors, Finance & Accounting
Navigation Financial Group of Amarillo January 2004 - Present
Vista College May 2011 - August 2012
First Union Securities / Wachovia Securities December 1998 - May 2003
Banc of America Securities July 1996 - December 1998
First National Bank of Amarillo (original) June 1984 - July 1996
Skills
Investments, Retirement Planning, Estate Planning, Financial Services, Finance, Securities, Risk Management, Financial Advisory, Insurance, Wealth Management, Financial Planning, Asset Allocation, Asset Management, Strategic Financial..., Asset Managment, Investment Advisory, Investment Strategies, Retirement, Wealth Management..., 401k, Portfolio Optimization, Alternative Investments, risk metrics analysis
Education
West Texas A&M University 1979 — 1988
MBA, Economics
Texas Tech University 1973 — 1977
Bachelors, Finance & Accounting
Stacey Hoffstead Stacey Hoffstead's Banc of America Securities Experience June 2005 - June 2007
Job Associate Brand Manager at Johnson & Johnson
Industry Marketing and Advertising
Experience
Johnson & Johnson March 2012 - Present
GlaxoSmithKline June 2012 - March 2014
Bayer HealthCare June 2011 - August 2011
Deutsche Bank July 2007 - July 2010
Banc Of America Securities June 2005 - June 2007
Skills
Competitive Analysis, Forecasting, Marketing Strategy, Analytics, Management, Product Development, Analysis, Strategic Planning, Mergers & Acquisitions, Pricing, Budgets, Segmentation, Sales, Retail, Finance, Social Media, Portfolio Management, Investments
Education
New York University, Stern School of Business 2010 — 2012
MBA, Marketing, Strategy
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Johnson & Johnson March 2012 - Present
GlaxoSmithKline June 2012 - March 2014
Bayer HealthCare June 2011 - August 2011
Deutsche Bank July 2007 - July 2010
Banc Of America Securities June 2005 - June 2007
Skills
Competitive Analysis, Forecasting, Marketing Strategy, Analytics, Management, Product Development, Analysis, Strategic Planning, Mergers & Acquisitions, Pricing, Budgets, Segmentation, Sales, Retail, Finance, Social Media, Portfolio Management, Investments
Education
New York University, Stern School of Business 2010 — 2012
MBA, Marketing, Strategy
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Mark Boothe Mark Boothe's Banc of America Securities Experience April 2004 - November 2007
Job Regional Vice President, Business Development Scottrade Advisor Services
Industry Financial Services
Experience
Scottrade Advisor Services October 2013 - Present
TD Ameritrade April 2008 - October 2013
Banc of America Securities April 2004 - November 2007
Coastal Securities/ProTrader December 1998 - December 2003
Lloyd Wade and Pacific Cortez Securities September 1996 - December 1998
Skills
Practice Management, Custody, Clearing, Electronic Trading, RIA, Business Relationship..., Portfolio Management, Registered Investment..., Derivatives, Futures, Algorithms, Public Speaking, Executive Level..., RIA sales, Hedge Funds, Business and Practice..., Portfolio Rebalancing, Outside Sales, Webinars, Technology Solutions, Technology Sales, Business to Business..., Negotiation, Options, Stock Options, Trading Systems, Securities, Stock Market, Financial Services, CFA Level 1, Stocks, Sales, Chartered Financial..., B2B, Equity Trading, Asset Allocation, Morningstar, Investments, Equities, Financial Advisory, Investment Banking, ETFs, Investment Advisory, Series 63, Investment Strategies, FINRA, Alternative Investments
Education
Texas A&M University 1992 — 1996
Business, Finance and Accounting
Scottrade Advisor Services October 2013 - Present
TD Ameritrade April 2008 - October 2013
Banc of America Securities April 2004 - November 2007
Coastal Securities/ProTrader December 1998 - December 2003
Lloyd Wade and Pacific Cortez Securities September 1996 - December 1998
Skills
Practice Management, Custody, Clearing, Electronic Trading, RIA, Business Relationship..., Portfolio Management, Registered Investment..., Derivatives, Futures, Algorithms, Public Speaking, Executive Level..., RIA sales, Hedge Funds, Business and Practice..., Portfolio Rebalancing, Outside Sales, Webinars, Technology Solutions, Technology Sales, Business to Business..., Negotiation, Options, Stock Options, Trading Systems, Securities, Stock Market, Financial Services, CFA Level 1, Stocks, Sales, Chartered Financial..., B2B, Equity Trading, Asset Allocation, Morningstar, Investments, Equities, Financial Advisory, Investment Banking, ETFs, Investment Advisory, Series 63, Investment Strategies, FINRA, Alternative Investments
Education
Texas A&M University 1992 — 1996
Business, Finance and Accounting
Tom (home) Graney Tom (home) Graney's Banc of America Securities Experience July 2003 - March 2009
Job Publisher at J.P. Morgan
Industry Motion Pictures and Film
Experience
J.P. Morgan February 2014 - Present
Hollywood Outsider August 2010 - Present
Banc of America Securities July 2003 - March 2009
CECO STUDIOS 1998 - 2000
Skills
Film Production, Dreamweaver, Photoshop, Writing, Film, Word, Screenwriting, Microsoft Word, Post Production, Final Cut Pro, Television, Video Production, Singing, Independent Film, Producing, Directing, Commercials, Music Videos, Feature Films, Final Cut Studio, Documentaries, Drama, Video, Short Films, Voice Over, Comedy, Final Draft, Film Editing, Acting, Stage, Sketch Comedy, Voice Acting, Theatre, Storytelling, Cinematography, Entertainment, Camera, Improvisation, Playwriting
Education
School of Visual Arts 1984 — 1987
Ramapo Regional High School
J.P. Morgan February 2014 - Present
Hollywood Outsider August 2010 - Present
Banc of America Securities July 2003 - March 2009
CECO STUDIOS 1998 - 2000
Skills
Film Production, Dreamweaver, Photoshop, Writing, Film, Word, Screenwriting, Microsoft Word, Post Production, Final Cut Pro, Television, Video Production, Singing, Independent Film, Producing, Directing, Commercials, Music Videos, Feature Films, Final Cut Studio, Documentaries, Drama, Video, Short Films, Voice Over, Comedy, Final Draft, Film Editing, Acting, Stage, Sketch Comedy, Voice Acting, Theatre, Storytelling, Cinematography, Entertainment, Camera, Improvisation, Playwriting
Education
School of Visual Arts 1984 — 1987
Ramapo Regional High School
Jon Pedley Jon Pedley's Banc of America Securities Experience 1998 - 1999
Job EVP, Product at Freedom Financial
Industry Financial Services
Experience
Freedom Financial March 2014 - Present
bills.com December 2009 - Present
Financial Crossing April 2006 - July 2009
Schwab August 2002 - April 2006
Charles Schwab & Co., Inc. 1999 - 2006
Banc of America Securities 1998 - 1999
Price Waterhouse 1989 - 1992
Skills
Leadership, Marketing, Management, Business, Product Management, Start-ups, Business Strategy, Entrepreneurship, Strategy, Marketing Strategy, E-commerce, Product Marketing
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Cambridge 1986 — 1989
BA
BSF
Freedom Financial March 2014 - Present
bills.com December 2009 - Present
Financial Crossing April 2006 - July 2009
Schwab August 2002 - April 2006
Charles Schwab & Co., Inc. 1999 - 2006
Banc of America Securities 1998 - 1999
Price Waterhouse 1989 - 1992
Skills
Leadership, Marketing, Management, Business, Product Management, Start-ups, Business Strategy, Entrepreneurship, Strategy, Marketing Strategy, E-commerce, Product Marketing
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Cambridge 1986 — 1989
BA
BSF
William A. Kaufman William A. Kaufman's Banc of America Securities Experience May 2000 - April 2003
Job Executive/Personal Assistant to the CEO, CoChairman
Industry Executive Office
Experience
Caribbean Property Group May 2010 - Present
The Award Group April 2004 - December 2008
Contract/Temporary Employee May 2003 - March 2004
Banc of America Securities May 2000 - April 2003
Venator Group - afterthoughts Boutique Division January 1999 - December 1999
Norrell Staffing Services October 1997 - December 1998
GAB Robins September 1995 - September 1997
Education
School of Visual Arts 1984 — 1986
Certification, Graphic Design & Advertising
Caribbean Property Group May 2010 - Present
The Award Group April 2004 - December 2008
Contract/Temporary Employee May 2003 - March 2004
Banc of America Securities May 2000 - April 2003
Venator Group - afterthoughts Boutique Division January 1999 - December 1999
Norrell Staffing Services October 1997 - December 1998
GAB Robins September 1995 - September 1997
Education
School of Visual Arts 1984 — 1986
Certification, Graphic Design & Advertising
Gregg Aprahamian Gregg Aprahamian's Banc of America Securities Experience 1999 - 2002
Job Senior HRBP, Financial & Risk, GTM Americas Sales
Industry Financial Services
Experience
Thomson Reuters December 2013 - Present
Thomson Reuters October 2012 - November 2013
Thomson Reuters March 2009 - October 2012
Thomson Reuters 2007 - March 2009
JobPlex June 2005 - March 2007
Citigroup Private Bank 2004 - 2005
MONY Group September 2002 - April 2004
Banc of America Securities 1999 - 2002
Instinet Corp April 1997 - September 1999
MetLife May 1992 - March 1997
Skills
Executive Coaching, Talent Management, Performance Management, Recruiting, Human Resources, Succession Planning, Change Management, Employee Relations, Leadership Development, Coaching, Executive Search, Employee Engagement, Organizational..., Relationship Management, Team Building, Insurance, Management, Restructuring, Sales Management, CRM, Business Development, Vendor Management, Financial Services, Leadership, Business Strategy, Sales, Strategy, Team Management, Executive Management, Personnel Management, Marketing, Strategic Planning, Account Management, Talent Acquisition, Mergers & Acquisitions, Deferred Compensation, Finance, Outsourcing, Management Consulting, Banking, Employee Benefits, Start-ups, Training, Sourcing, Business Process..., Consulting, Risk Management, Temporary Placement
Education
St. John's University 1987 — 1990
Bachelor's degree, Finance and Financial Management Services
Saint John's University 1986 — 1990
BS, Finance
Thomson Reuters December 2013 - Present
Thomson Reuters October 2012 - November 2013
Thomson Reuters March 2009 - October 2012
Thomson Reuters 2007 - March 2009
JobPlex June 2005 - March 2007
Citigroup Private Bank 2004 - 2005
MONY Group September 2002 - April 2004
Banc of America Securities 1999 - 2002
Instinet Corp April 1997 - September 1999
MetLife May 1992 - March 1997
Skills
Executive Coaching, Talent Management, Performance Management, Recruiting, Human Resources, Succession Planning, Change Management, Employee Relations, Leadership Development, Coaching, Executive Search, Employee Engagement, Organizational..., Relationship Management, Team Building, Insurance, Management, Restructuring, Sales Management, CRM, Business Development, Vendor Management, Financial Services, Leadership, Business Strategy, Sales, Strategy, Team Management, Executive Management, Personnel Management, Marketing, Strategic Planning, Account Management, Talent Acquisition, Mergers & Acquisitions, Deferred Compensation, Finance, Outsourcing, Management Consulting, Banking, Employee Benefits, Start-ups, Training, Sourcing, Business Process..., Consulting, Risk Management, Temporary Placement
Education
St. John's University 1987 — 1990
Bachelor's degree, Finance and Financial Management Services
Saint John's University 1986 — 1990
BS, Finance
Aden Bliss's Banc of America Securities Experience June 2001 - October 2002
Job Chief Financial Officer at The Ford Family Foundation
Industry Philanthropy
Experience
The Ford Family Foundation April 2015 - Present
Blue Shield of California Foundation February 2013 - April 2015
Bliss Business Consulting November 2012 - February 2013
New Leaders April 2012 - November 2012
WestEd May 2004 - April 2012
Broadlane February 2003 - May 2004
Banc of America Securities June 2001 - October 2002
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.), Corporate finance, statistics, general management, strategy, managerial economics
Stanford University 1997 — 2001
Bachelor of Science, Management Sciences & Engineering
The Ford Family Foundation April 2015 - Present
Blue Shield of California Foundation February 2013 - April 2015
Bliss Business Consulting November 2012 - February 2013
New Leaders April 2012 - November 2012
WestEd May 2004 - April 2012
Broadlane February 2003 - May 2004
Banc of America Securities June 2001 - October 2002
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.), Corporate finance, statistics, general management, strategy, managerial economics
Stanford University 1997 — 2001
Bachelor of Science, Management Sciences & Engineering
Emile El Nems Emile El Nems's Banc of America Securities Experience May 2000 - June 2005
Job Portfolio Manager at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management August 2013 - Present
Amber Capital October 2006 - July 2013
Thomas Weisel Partners, LLC June 2005 - September 2006
Banc of America Securities May 2000 - June 2005
Skills
Investments, TMT, Emerging Markets (MENA), Hedge Funds, Asset Managment, Merchant Banking, Restructuring, Private Equity, M&A, Debt & Equity Offerings, Corporate Finance, Valuation, Financial Modeling, Equity & Fixed Income..., Equities, Mergers & Acquisitions, Mergers, Asset Management, Investment Banking, Equity Research, Portfolio Management, Financial Markets, Strategy
Education
Columbia Business School 1992 — 1994
Stevens Institute of Technology 1987 — 1991
Bachelor of Science (BS), Chemical Engineering
Visium Asset Management August 2013 - Present
Amber Capital October 2006 - July 2013
Thomas Weisel Partners, LLC June 2005 - September 2006
Banc of America Securities May 2000 - June 2005
Skills
Investments, TMT, Emerging Markets (MENA), Hedge Funds, Asset Managment, Merchant Banking, Restructuring, Private Equity, M&A, Debt & Equity Offerings, Corporate Finance, Valuation, Financial Modeling, Equity & Fixed Income..., Equities, Mergers & Acquisitions, Mergers, Asset Management, Investment Banking, Equity Research, Portfolio Management, Financial Markets, Strategy
Education
Columbia Business School 1992 — 1994
Stevens Institute of Technology 1987 — 1991
Bachelor of Science (BS), Chemical Engineering
Nathaniel Amendola Nathaniel Amendola's Banc of America Securities Experience June 2005 - July 2007
Job Attorney at Brown Rudnick
Industry Law Practice
Experience
Brown Rudnick October 2012 - Present
Industrial Economics December 2007 - September 2008
Banc of America Securities June 2005 - July 2007
Education
St. Lawrence University
Bachelor of Arts (B.A.), Political Science and Government, Cum laude
Syracuse University College of Law
Doctor of Law (J.D.), Magna cum laude
Brown Rudnick October 2012 - Present
Industrial Economics December 2007 - September 2008
Banc of America Securities June 2005 - July 2007
Education
St. Lawrence University
Bachelor of Arts (B.A.), Political Science and Government, Cum laude
Syracuse University College of Law
Doctor of Law (J.D.), Magna cum laude
Beth Brennan Murray's Banc of America Securities Experience January 2003 - September 2003
Job Specialty Pharmaceutical Representative at Sanofi
Industry Pharmaceuticals
Experience
Sanofi September 2005 - Present
Merck & Co., Inc. - U.S. Pharmaceuticals July 2003 - September 2005
Banc of America Securities January 2003 - September 2003
Citigroup August 1999 - December 2002
Skills
Sales Operations, Cross-functional Team..., Product Launch, Neurology, Pharmaceutical Sales, Managed Care, Cardiology, Healthcare, Hospital Sales, Hospitals, Selling, Selling Skills, Sales Presentations, Medical Devices, Recruiting, New Business Development, Human Resources, Urology, Program Management, Sales Effectiveness, Leadership, Account Management, Pharmaceutical Industry, Diabetes, Sales, Sales Management, Marketing, Cold Calling, Orthopedic, Sales Force Development
Education
State University of New York College at Oswego 1994 — 1998
BA, Communicatons, Business
Sanofi September 2005 - Present
Merck & Co., Inc. - U.S. Pharmaceuticals July 2003 - September 2005
Banc of America Securities January 2003 - September 2003
Citigroup August 1999 - December 2002
Skills
Sales Operations, Cross-functional Team..., Product Launch, Neurology, Pharmaceutical Sales, Managed Care, Cardiology, Healthcare, Hospital Sales, Hospitals, Selling, Selling Skills, Sales Presentations, Medical Devices, Recruiting, New Business Development, Human Resources, Urology, Program Management, Sales Effectiveness, Leadership, Account Management, Pharmaceutical Industry, Diabetes, Sales, Sales Management, Marketing, Cold Calling, Orthopedic, Sales Force Development
Education
State University of New York College at Oswego 1994 — 1998
BA, Communicatons, Business
Hillary Briggs Solomon Hillary Briggs Solomon's Banc of America Securities Experience March 2006 - July 2007
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2007 - November 2012
Banc of America Securities March 2006 - July 2007
Deloitte & Touche September 2002 - February 2006
Skills
Capital Markets &..., International Business..., Deal Coordination,..., Certified Public..., Financial Modeling &..., Advanced Excel Skills, Project Management, Project Planning, Securitization, ABS, Structured Products, Financial Modeling, Financial Structuring, Business Development, Due Diligence, CDO, Financial Services, Securities, Valuation, Finance, Loan Origination, Management Consulting, Capital Markets, Banking, Investment Banking, Financial Analysis, Corporate Finance, Cash Flow, CPA
Education
Texas A&M University 1997 — 2001
Bachelor of Business Administration in Accounting & Master of Science in Finance, December 2001
NYU School of Continuing and Professional Studies 2013 — 2013
Certificate, Real Estate Finance & Investment
Deloitte August 2007 - November 2012
Banc of America Securities March 2006 - July 2007
Deloitte & Touche September 2002 - February 2006
Skills
Capital Markets &..., International Business..., Deal Coordination,..., Certified Public..., Financial Modeling &..., Advanced Excel Skills, Project Management, Project Planning, Securitization, ABS, Structured Products, Financial Modeling, Financial Structuring, Business Development, Due Diligence, CDO, Financial Services, Securities, Valuation, Finance, Loan Origination, Management Consulting, Capital Markets, Banking, Investment Banking, Financial Analysis, Corporate Finance, Cash Flow, CPA
Education
Texas A&M University 1997 — 2001
Bachelor of Business Administration in Accounting & Master of Science in Finance, December 2001
NYU School of Continuing and Professional Studies 2013 — 2013
Certificate, Real Estate Finance & Investment
Colin Stalnecker Colin Stalnecker's Banc of America Securities Experience 2007 - 2007
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
T. Rowe Price 2014 - 2014
Prospect Partners, LLC 2012 - 2013
Prospect Partners, LLC 2010 - 2012
Bank of America Merrill Lynch 2008 - 2010
Banc of America Securities 2007 - 2007
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Yale University 2004 — 2008
B.A., Honors in Political Science
Park Tudor School 1990 — 2004
High School Diploma
T. Rowe Price 2014 - 2014
Prospect Partners, LLC 2012 - 2013
Prospect Partners, LLC 2010 - 2012
Bank of America Merrill Lynch 2008 - 2010
Banc of America Securities 2007 - 2007
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Yale University 2004 — 2008
B.A., Honors in Political Science
Park Tudor School 1990 — 2004
High School Diploma
Kristin Petty's Banc of America Securities Experience 1998 - 2000
Job Director of Talent at Deeplocal, Inc
Industry Marketing and Advertising
Experience
Deeplocal, Inc November 2013 - Present
Deeplocal August 2011 - November 2013
BNY Mellon April 2011 - August 2011
Lowe New York September 2006 - January 2010
Nordeman Grimm September 2004 - September 2006
Banc of America Securities 1998 - 2000
Skills
Integrated Marketing, Talent Management, Deferred Compensation, Recruiting, Strategy, Online Advertising, Digital Marketing, Human Resources, Screening, Advertising, Business Development, Social Media, Marketing Communications, Corporate Communications, Digital Media, Social Media Marketing
Education
Teachers College of Columbia University 2002 — 2004
EdM, MA
Tulane University 1994 — 1998
BA
University of Sussex 1996 — 1997
Woodward Academy 1991 — 1994
Deeplocal, Inc November 2013 - Present
Deeplocal August 2011 - November 2013
BNY Mellon April 2011 - August 2011
Lowe New York September 2006 - January 2010
Nordeman Grimm September 2004 - September 2006
Banc of America Securities 1998 - 2000
Skills
Integrated Marketing, Talent Management, Deferred Compensation, Recruiting, Strategy, Online Advertising, Digital Marketing, Human Resources, Screening, Advertising, Business Development, Social Media, Marketing Communications, Corporate Communications, Digital Media, Social Media Marketing
Education
Teachers College of Columbia University 2002 — 2004
EdM, MA
Tulane University 1994 — 1998
BA
University of Sussex 1996 — 1997
Woodward Academy 1991 — 1994
Brennan Cropper Brennan Cropper's Banc of America Securities Experience 2006 - 2008
Job Architect at Intuit
Industry Computer Software
Experience
Intuit 2012 - Present
Intuit 2008 - 2012
Banc of America Securities 2006 - 2008
Nortel 2002 - 2006
Nortel 1997 - 2002
The University of Arizona 1996 - 1997
Skills
Java, JavaScript, Flex, Spring, Spring Roo, Hibernate, C++, Unix, iOS development, Agile Methodologies, SQL, Architecture, SaaS, User Experience, Objective-C, iPhone, MVC, C#, Team Leadership, Project Management, REST, Scrum, Testing, Web Services, Software Architectural..., Cloud Computing, Spring Integration, Node.js, HTML 5, jQuery, Python, Grails, JBoss Application Server, Software Development, Java Enterprise Edition, XML, Software Engineering, JUnit, Object Oriented Design, SOAP, Architectures, Ant
Education
Southern Methodist University 2000 — 2003
M.S.
University of Louisiana at Lafayette 1991 — 1995
B.S.
Intuit 2012 - Present
Intuit 2008 - 2012
Banc of America Securities 2006 - 2008
Nortel 2002 - 2006
Nortel 1997 - 2002
The University of Arizona 1996 - 1997
Skills
Java, JavaScript, Flex, Spring, Spring Roo, Hibernate, C++, Unix, iOS development, Agile Methodologies, SQL, Architecture, SaaS, User Experience, Objective-C, iPhone, MVC, C#, Team Leadership, Project Management, REST, Scrum, Testing, Web Services, Software Architectural..., Cloud Computing, Spring Integration, Node.js, HTML 5, jQuery, Python, Grails, JBoss Application Server, Software Development, Java Enterprise Edition, XML, Software Engineering, JUnit, Object Oriented Design, SOAP, Architectures, Ant
Education
Southern Methodist University 2000 — 2003
M.S.
University of Louisiana at Lafayette 1991 — 1995
B.S.
Andrew Marquardt Andrew Marquardt's Banc of America Securities Experience April 2004 - September 2005
Job Managing Director at BlackRock
Industry Investment Banking
Experience
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
Westcott Rochette Westcott Rochette's Banc of America Securities Experience 2001 - 2005
Job Equity Research Luxury, Apparel & Footwear at EvercoreISI
Industry Financial Services
Experience
EvercoreISI 2014 - Present
WIR Strategy 2014 - Present
S&P Capital IQ 2012 - 2014
Kacela Capital 2011 - 2012
First New York Securities 2008 - 2011
Bear Stearns 2005 - 2008
Banc of America Securities 2001 - 2005
Dresdner RCM 1994 - 1999
RCM 1994 - 1996
Education
UCLA Anderson School of Management 1999 — 2001
MBA
Swarthmore College 1989 — 1994
BA
Choate Rosemary Hall 1987 — 1989
EvercoreISI 2014 - Present
WIR Strategy 2014 - Present
S&P Capital IQ 2012 - 2014
Kacela Capital 2011 - 2012
First New York Securities 2008 - 2011
Bear Stearns 2005 - 2008
Banc of America Securities 2001 - 2005
Dresdner RCM 1994 - 1999
RCM 1994 - 1996
Education
UCLA Anderson School of Management 1999 — 2001
MBA
Swarthmore College 1989 — 1994
BA
Choate Rosemary Hall 1987 — 1989
Neigo Wong Neigo Wong's Banc of America Securities Experience 1995 - 1999
Job Contractor at CV Partners
Industry Entertainment
Experience
Castlight Health 2014 - 2015
SuccessFactors May 2012 - July 2013
Zoosk, Inc November 2010 - April 2012
URS Corporation October 2009 - September 2010
MarketTools, Inc September 2006 - September 2009
URS Corporation August 2002 - September 2006
Banc of America Securities 1995 - 1999
Education
San Francisco State University, College of Business 1988 — 1991
Bachelor of Science (B.S.), Accounting
Castlight Health 2014 - 2015
SuccessFactors May 2012 - July 2013
Zoosk, Inc November 2010 - April 2012
URS Corporation October 2009 - September 2010
MarketTools, Inc September 2006 - September 2009
URS Corporation August 2002 - September 2006
Banc of America Securities 1995 - 1999
Education
San Francisco State University, College of Business 1988 — 1991
Bachelor of Science (B.S.), Accounting
Anthony J. Magnier Anthony J. Magnier's Banc of America Securities Experience 1990 - 2009
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2011 - Present
Morgan Stanley 2009 - Present
Banc of America Specialist, Inc. 1990 - 2009
Banc of America Securities 1990 - 2009
Skills
Equities, Series 7, Securities, Stock, Financial Planning, Insurance, Retirement Planning, Retirement, Wealth Management, Estate Planning, Wealth, Retirement Income..., Asset, Small Business, Asset Management, Financial Advisory, Economics, Mutual Funds, Personal Finance, Trading, Investments, Options, Portfolio Management, Asset Allocation, Finance, Financial Services, FINRA, Fixed Annuities, Fixed Income, Series 63, Investment Strategies, Alternative Investments, Uniform Combined State..., Bonds, ETFs, Investment Advisory, Hedge Funds
Education
Seton Hall University
Bachelor of Science
Stevens Institute of Technology
Merrill Edge January 2011 - Present
Morgan Stanley 2009 - Present
Banc of America Specialist, Inc. 1990 - 2009
Banc of America Securities 1990 - 2009
Skills
Equities, Series 7, Securities, Stock, Financial Planning, Insurance, Retirement Planning, Retirement, Wealth Management, Estate Planning, Wealth, Retirement Income..., Asset, Small Business, Asset Management, Financial Advisory, Economics, Mutual Funds, Personal Finance, Trading, Investments, Options, Portfolio Management, Asset Allocation, Finance, Financial Services, FINRA, Fixed Annuities, Fixed Income, Series 63, Investment Strategies, Alternative Investments, Uniform Combined State..., Bonds, ETFs, Investment Advisory, Hedge Funds
Education
Seton Hall University
Bachelor of Science
Stevens Institute of Technology
Cameron Newton, CFA Cameron Newton, CFA's Banc of America Securities Experience 2000 - 2005
Job Managing Partner, Relevance Capital
Industry Venture Capital & Private Equity
Experience
Relevance Capital March 2011 - Present
4Ignition Enterprises August 2010 - Present
Unum 2009 - 2011
Wells Fargo Securities March 2005 - March 2009
Banc of America Securities 2000 - 2005
Skills
Investments, Financial Modeling, Entrepreneurship, Insurance, Management Consulting, Business Strategy, Due Diligence, Management, New Business Development, Derivatives, Portfolio Management, Strategic Planning, Investment Management, Mergers & Acquisitions, Corporate Finance, Private Equity, Venture Capital
Education
Stanford University 1995 — 1999
BA, Economics
Relevance Capital March 2011 - Present
4Ignition Enterprises August 2010 - Present
Unum 2009 - 2011
Wells Fargo Securities March 2005 - March 2009
Banc of America Securities 2000 - 2005
Skills
Investments, Financial Modeling, Entrepreneurship, Insurance, Management Consulting, Business Strategy, Due Diligence, Management, New Business Development, Derivatives, Portfolio Management, Strategic Planning, Investment Management, Mergers & Acquisitions, Corporate Finance, Private Equity, Venture Capital
Education
Stanford University 1995 — 1999
BA, Economics
Adam Harrington Adam Harrington's Banc of America Securities Experience 2005 - 2009
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Financial Technology Partners 2009 - 2011
Banc of America Securities 2005 - 2009
Silicon Valley Bank 2000 - 2003
Education
Wake Forest University School of Business 2003 — 2005
MBA
Santa Clara University 1996 — 2000
BSC, Finance, English
Jesuit High School 1992 — 1996
Wells Fargo Securities 2011 - Present
Financial Technology Partners 2009 - 2011
Banc of America Securities 2005 - 2009
Silicon Valley Bank 2000 - 2003
Education
Wake Forest University School of Business 2003 — 2005
MBA
Santa Clara University 1996 — 2000
BSC, Finance, English
Jesuit High School 1992 — 1996
Leslie Emmons Burthey's Banc of America Securities Experience 2006 - 2008
Job Marketing at Club W
Industry Consumer Goods
Experience
Club W 2013 - Present
Christian Dior 2012 - 2013
Rachel Zoe, Inc. June 2011 - August 2011
Ralph Lauren 2008 - 2010
Banc of America Securities 2006 - 2008
Skills
Apparel, Financial Modeling, Entrepreneurship, Financial Analysis, Operations, Marketing Strategy, Valuation, Consumer Behaviour, Consumer Products, Retail Marketing, Business Strategy, Management, Start-ups, CRM, New Business Development, Competitive Analysis, Cross-functional Team..., Retail, Analysis, Market Research, Strategy, Marketing, Analytics
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Marketing, Entrepreneurship, and Organizational Behavior
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance, Management
The Buckley School
Club W 2013 - Present
Christian Dior 2012 - 2013
Rachel Zoe, Inc. June 2011 - August 2011
Ralph Lauren 2008 - 2010
Banc of America Securities 2006 - 2008
Skills
Apparel, Financial Modeling, Entrepreneurship, Financial Analysis, Operations, Marketing Strategy, Valuation, Consumer Behaviour, Consumer Products, Retail Marketing, Business Strategy, Management, Start-ups, CRM, New Business Development, Competitive Analysis, Cross-functional Team..., Retail, Analysis, Market Research, Strategy, Marketing, Analytics
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Marketing, Entrepreneurship, and Organizational Behavior
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance, Management
The Buckley School
Sujay Madyastha Sujay Madyastha's Banc of America Securities Experience 2003 - 2005
Job Investment Banking Professional
Industry Financial Services
Experience
Faveo August 2013 - Present
Anand Rathi Securities 2009 - 2012
Greenhill & Co. 2005 - 2008
Banc of America Securities 2003 - 2005
Sverica International June 2002 - August 2002
Stern Stewart & Co. 1997 - 2001
Skills
Private Equity, Growth Capital, Mergers & Acquisitions, Valuation, Emerging Markets, Capital Markets, Equities, Financial Modeling, Investment Banking, Investments, Equity Research, M&A experience, Corporate Finance, Venture Capital, Financial Analysis, Due Diligence, Portfolio Management, Hedge Funds
Education
Stanford University 2001 — 2002
MS, Manufacturing Systems Engineering
University of Pennsylvania 1992 — 1997
BSE, Computer Science Engineering
University of Pennsylvania - The Wharton School 1992 — 1997
BS, concentrations in Finance and Accounting
Faveo August 2013 - Present
Anand Rathi Securities 2009 - 2012
Greenhill & Co. 2005 - 2008
Banc of America Securities 2003 - 2005
Sverica International June 2002 - August 2002
Stern Stewart & Co. 1997 - 2001
Skills
Private Equity, Growth Capital, Mergers & Acquisitions, Valuation, Emerging Markets, Capital Markets, Equities, Financial Modeling, Investment Banking, Investments, Equity Research, M&A experience, Corporate Finance, Venture Capital, Financial Analysis, Due Diligence, Portfolio Management, Hedge Funds
Education
Stanford University 2001 — 2002
MS, Manufacturing Systems Engineering
University of Pennsylvania 1992 — 1997
BSE, Computer Science Engineering
University of Pennsylvania - The Wharton School 1992 — 1997
BS, concentrations in Finance and Accounting
Brian Grinde Brian Grinde's Banc of America Securities Experience April 2006 - November 2006
Job Lead IT Client Consultant/Client Executive at AT&T
Industry Information Technology and Services
Experience
AT&T November 2008 - Present
CG Technology January 2007 - September 2008
Banc of America Securities April 2006 - November 2006
Wachovia Securities July 2005 - April 2006
EquiFirst March 2004 - July 2005
Skills
Business Analysis, Vendor Management, Process Improvement, Banking, Relationship Management, Strategic Planning, Project Management, Risk Management, SaaS, SDLC, Business Intelligence, Systems Analysis, Business Planning, Global Client Management, Six Sigma, Enterprise Relationship..., Account Management, Analysis, Analytics, Business Development, Business Process, Business Process..., CRM, Cloud Computing, Credit, Cross-functional Team..., Customer Satisfaction, Data Center, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, Executive Management, IT Strategy, Integration, Leadership, Managed Services, Management, Mergers & Acquisitions, Outsourcing, PMO, PMP, Portfolio Management, Product Management, Professional Services, Program Management, Project Portfolio..., Requirements Analysis, Sales Management, Salesforce.com
Education
St. Lawrence University 1994 — 1998
Bachelor of Arts, Government
University of Vermont
Summer Program
Montpelier High School 1990 — 1994
AT&T November 2008 - Present
CG Technology January 2007 - September 2008
Banc of America Securities April 2006 - November 2006
Wachovia Securities July 2005 - April 2006
EquiFirst March 2004 - July 2005
Skills
Business Analysis, Vendor Management, Process Improvement, Banking, Relationship Management, Strategic Planning, Project Management, Risk Management, SaaS, SDLC, Business Intelligence, Systems Analysis, Business Planning, Global Client Management, Six Sigma, Enterprise Relationship..., Account Management, Analysis, Analytics, Business Development, Business Process, Business Process..., CRM, Cloud Computing, Credit, Cross-functional Team..., Customer Satisfaction, Data Center, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, Executive Management, IT Strategy, Integration, Leadership, Managed Services, Management, Mergers & Acquisitions, Outsourcing, PMO, PMP, Portfolio Management, Product Management, Professional Services, Program Management, Project Portfolio..., Requirements Analysis, Sales Management, Salesforce.com
Education
St. Lawrence University 1994 — 1998
Bachelor of Arts, Government
University of Vermont
Summer Program
Montpelier High School 1990 — 1994
John Oleon John Oleon's Banc of America Securities Experience March 2000 - March 2003
Job VP Head of International Operations Fidelity
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Reagan Brown Reagan Brown's Banc of America Securities Experience August 1998 - July 2003
Job Vice President, Growth & Partnerships
Industry Internet
Experience
GoNoodle November 2012 - Present
InvestorPlace Media November 2007 - October 2012
BusinessWeek.com (subsidiary of McGraw-Hill) September 2006 - November 2007
The McGraw Hill Companies September 2005 - March 2007
Banc of America Securities August 1998 - July 2003
Skills
General Management, New Business Development, Strategic Partnerships, M&A experience, Business Development, Advertising, Business, Sales, Strategic Planning, Online Advertising, Investments, Competitive Analysis, Marketing Strategy, Product Development, Mergers, Entrepreneurship, Business Strategy, Product Management, Finance, Market Research, Marketing, Social Media, Financial Analysis, Leadership, Management, Mergers & Acquisitions, New Media, Start-ups, Strategy, Business Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, General Management
Southern Methodist University 1994 — 1998
BBA, Finance
GoNoodle November 2012 - Present
InvestorPlace Media November 2007 - October 2012
BusinessWeek.com (subsidiary of McGraw-Hill) September 2006 - November 2007
The McGraw Hill Companies September 2005 - March 2007
Banc of America Securities August 1998 - July 2003
Skills
General Management, New Business Development, Strategic Partnerships, M&A experience, Business Development, Advertising, Business, Sales, Strategic Planning, Online Advertising, Investments, Competitive Analysis, Marketing Strategy, Product Development, Mergers, Entrepreneurship, Business Strategy, Product Management, Finance, Market Research, Marketing, Social Media, Financial Analysis, Leadership, Management, Mergers & Acquisitions, New Media, Start-ups, Strategy, Business Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, General Management
Southern Methodist University 1994 — 1998
BBA, Finance
Jennifer Timothy-Batt Jennifer Timothy-Batt's Banc of America Securities Experience February 1997 - July 1999
Job Addictions Counselor & Published Author
Industry Mental Health Care
Experience
New Horizons of the Treasure Coast July 2011 - Present
TreasureCoast.com June 2011 - August 2013
Sawtelle Learning Center January 2001 - March 2004
ING July 1999 - April 2000
Banc of America Securities February 1997 - July 1999
Skills
Psychology, Psychotherapy, Writing, Public Speaking, Nonprofits, Event Planning, Teaching, Program Development, Research, Adolescents, Social Services, Counseling Psychology, Mental Health, Creative Writing, Leadership Development, Coaching, Family Therapy, Training, Staff Development, Crisis Intervention, Policy, Photography, Mental Health Counseling, Group Therapy, Treatment, Marketing, Community Outreach, Motivational..., Behavioral Health, Social Media, Social Media Marketing, Social Networking
Education
Florida Certification Board 2011 — 2013
Certified Addictions Professional, Addiction Prevention and Treatment
Jersey City University 2001 — 2002
(started, yet to complete), Masters in Counseling
Susquehanna University 1991 — 1995
BS, Psychology
New Horizons of the Treasure Coast July 2011 - Present
TreasureCoast.com June 2011 - August 2013
Sawtelle Learning Center January 2001 - March 2004
ING July 1999 - April 2000
Banc of America Securities February 1997 - July 1999
Skills
Psychology, Psychotherapy, Writing, Public Speaking, Nonprofits, Event Planning, Teaching, Program Development, Research, Adolescents, Social Services, Counseling Psychology, Mental Health, Creative Writing, Leadership Development, Coaching, Family Therapy, Training, Staff Development, Crisis Intervention, Policy, Photography, Mental Health Counseling, Group Therapy, Treatment, Marketing, Community Outreach, Motivational..., Behavioral Health, Social Media, Social Media Marketing, Social Networking
Education
Florida Certification Board 2011 — 2013
Certified Addictions Professional, Addiction Prevention and Treatment
Jersey City University 2001 — 2002
(started, yet to complete), Masters in Counseling
Susquehanna University 1991 — 1995
BS, Psychology
Linda Neithardt Linda Neithardt's Banc of America Securities Experience June 2007 - May 2008
Job Legal Secretary at Weil Gotshal and Manges
Industry Financial Services
Experience
Weil Gotshal and Manges April 2012 - Present
Barclays Capital December 2011 - February 2012
Investcorp May 2011 - September 2011
Coach July 2010 - December 2010
Evercore Partners May 2008 - June 2009
Banc of America Securities June 2007 - May 2008
Deutsche Bank Securities January 2001 - June 2007
EGS Securities June 1998 - January 2001
Skills
Equities, Investment Banking, Private Equity, Securities, Hedge Funds, Corporate Finance, Bloomberg, Asset Managment
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Weil Gotshal and Manges April 2012 - Present
Barclays Capital December 2011 - February 2012
Investcorp May 2011 - September 2011
Coach July 2010 - December 2010
Evercore Partners May 2008 - June 2009
Banc of America Securities June 2007 - May 2008
Deutsche Bank Securities January 2001 - June 2007
EGS Securities June 1998 - January 2001
Skills
Equities, Investment Banking, Private Equity, Securities, Hedge Funds, Corporate Finance, Bloomberg, Asset Managment
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Rebekah Kilian's Banc of America Securities Experience January 2003 - April 2005
Job Senior Administrator at Agios Pharmaceuticals
Industry Pharmaceuticals
Experience
Agios Pharmaceuticals July 2015 - Present
Synageva BioPharma Corp. July 2013 - July 2015
Sun Life Financial February 2010 - July 2013
Stream Global Services February 2009 - October 2009
Houlihan Lokey April 2005 - December 2008
Banc of America Securities January 2003 - April 2005
Skills
Outlook, PowerPoint, Administrative..., Office Management, Lotus Notes, Microsoft Excel, Microsoft Office, Fundraising, Research, Teamwork, Access, Spreadsheets, Microsoft Word, Event Planning, Salesforce.com, Administrative..., Customer Service
Education
Saint Vincent College 1995 — 1999
Sociology
Moultonbough Academy
Agios Pharmaceuticals July 2015 - Present
Synageva BioPharma Corp. July 2013 - July 2015
Sun Life Financial February 2010 - July 2013
Stream Global Services February 2009 - October 2009
Houlihan Lokey April 2005 - December 2008
Banc of America Securities January 2003 - April 2005
Skills
Outlook, PowerPoint, Administrative..., Office Management, Lotus Notes, Microsoft Excel, Microsoft Office, Fundraising, Research, Teamwork, Access, Spreadsheets, Microsoft Word, Event Planning, Salesforce.com, Administrative..., Customer Service
Education
Saint Vincent College 1995 — 1999
Sociology
Moultonbough Academy
Ryan Urech Ryan Urech's Banc of America Securities Experience June 2000 - November 2007
Job Vice President, Southwest Region at Wells Fargo Real Estate Asset Management
Industry Investment Management
Experience
Wells Fargo May 2015 - Present
Avere Equity Advisors LLC March 2012 - December 2014
Cirrus Health April 2009 - December 2013
UHNW Family Office November 2007 - August 2008
Banc of America Securities June 2000 - November 2007
Education
Texas Tech University - Rawls College of Business 1996 — 2000
BBA
Stratford High School 1992 — 1996
High School
Wells Fargo May 2015 - Present
Avere Equity Advisors LLC March 2012 - December 2014
Cirrus Health April 2009 - December 2013
UHNW Family Office November 2007 - August 2008
Banc of America Securities June 2000 - November 2007
Education
Texas Tech University - Rawls College of Business 1996 — 2000
BBA
Stratford High School 1992 — 1996
High School
Patrick Bonanno's Banc of America Securities Experience June 2009 - August 2009
Job Regional Vice President Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. November 2014 - Present
VMTurbo May 2014 - November 2014
AllianceBernstein September 2011 - April 2014
AllianceBernstein September 2010 - September 2011
Metropolitan Funding Corp January 2010 - September 2010
Banc of America Securities June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Salisbury University 2007 — 2009
B.S., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Political Science
Chaminade High School 2000 — 2004
Advisors Asset Management, Inc. November 2014 - Present
VMTurbo May 2014 - November 2014
AllianceBernstein September 2011 - April 2014
AllianceBernstein September 2010 - September 2011
Metropolitan Funding Corp January 2010 - September 2010
Banc of America Securities June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Salisbury University 2007 — 2009
B.S., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Political Science
Chaminade High School 2000 — 2004
Carlos Loucel Carlos Loucel's Banc of America Securities Experience 2003 - 2008
Job Staff Accountant
Industry Accounting
Experience
BVOH 2014 - Present
NELSON 2011 - 2013
Accountemps 2009 - 2010
Banc of America Securities 2003 - 2008
Charles Schwab 1999 - 2002
United States Marine Corps 1998 - 1998
Skills
QuickBooks, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Banking, Internal Controls, GAAP, Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Financial Accounting, Microsoft Office, Accounts Receivable, Journal Entries, Revenue Recognition, Payroll, PowerPoint, Budgets
Education
University of Phoenix 2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Skyline College 1993 — 1996
Associate of Science (A.S.), Accounting and Finance
BVOH 2014 - Present
NELSON 2011 - 2013
Accountemps 2009 - 2010
Banc of America Securities 2003 - 2008
Charles Schwab 1999 - 2002
United States Marine Corps 1998 - 1998
Skills
QuickBooks, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Banking, Internal Controls, GAAP, Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Financial Accounting, Microsoft Office, Accounts Receivable, Journal Entries, Revenue Recognition, Payroll, PowerPoint, Budgets
Education
University of Phoenix 2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Skyline College 1993 — 1996
Associate of Science (A.S.), Accounting and Finance
Rodelyn Coppock's Banc of America Securities Experience May 1989 - June 1997
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Rob Davis's Banc of America Securities Experience 1995 - 2004
Job Managing Director at McAlinden Research Partners
Industry Financial Services
Experience
McAlinden Research Partners February 2013 - Present
FXCM Inc. December 2010 - Present
Banc of America Securities 1995 - 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Equities, Prime Brokerage, Series 7, Investments, Asset Managment, Portfolio Management, Capital Markets, Securities, Trading, Series 63, Derivatives, Equity Research, Private Equity, Fixed Income, Mutual Funds, Electronic Trading, Asset Allocation, Risk Management, Bonds, Options, Equity Trading, Series 24, Capital, Bloomberg, Hedging, Technical Analysis, FINRA, Investment Banking, Fund Administration, Trading Systems, Middle Office, ETFs, Trading Strategies, Financial Services, Equity Derivatives, Investment Management, Financial Markets, Global Macro, Investor Relations, Investment Strategies, Currency, FX Options
Education
State University of New York at New Paltz
Bachelor of Arts (B.A.), Speech & Theatre Arts; Elementary Education
McAlinden Research Partners February 2013 - Present
FXCM Inc. December 2010 - Present
Banc of America Securities 1995 - 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Equities, Prime Brokerage, Series 7, Investments, Asset Managment, Portfolio Management, Capital Markets, Securities, Trading, Series 63, Derivatives, Equity Research, Private Equity, Fixed Income, Mutual Funds, Electronic Trading, Asset Allocation, Risk Management, Bonds, Options, Equity Trading, Series 24, Capital, Bloomberg, Hedging, Technical Analysis, FINRA, Investment Banking, Fund Administration, Trading Systems, Middle Office, ETFs, Trading Strategies, Financial Services, Equity Derivatives, Investment Management, Financial Markets, Global Macro, Investor Relations, Investment Strategies, Currency, FX Options
Education
State University of New York at New Paltz
Bachelor of Arts (B.A.), Speech & Theatre Arts; Elementary Education
Joseph Locke Joseph Locke's Banc of America Securities Experience June 2006 - December 2010
Job Sr. Software Engineer at MEDHOST
Industry Hospital & Health Care
Mark Pryce Mark Pryce's Banc of America Securities Experience May 2006 - March 2009
Job Director at Citigroup Global Markets
Industry Investment Banking
Experience
Citi October 2013 - Present
BOSC Inc. January 2010 - September 2013
Banc of America Securities May 2006 - March 2009
Wachovia Bank November 2002 - May 2006
Skills
Series 7, Investment Banking, Public Finance, Series 63, Bonds, Bloomberg, Debt, Trading, Fixed Income, Banking, Credit, Derivatives, Due Diligence, Capital Markets
Education
State University of New York College at Buffalo 1999 — 2001
Bachelor of Science, Business
Citi October 2013 - Present
BOSC Inc. January 2010 - September 2013
Banc of America Securities May 2006 - March 2009
Wachovia Bank November 2002 - May 2006
Skills
Series 7, Investment Banking, Public Finance, Series 63, Bonds, Bloomberg, Debt, Trading, Fixed Income, Banking, Credit, Derivatives, Due Diligence, Capital Markets
Education
State University of New York College at Buffalo 1999 — 2001
Bachelor of Science, Business
Christopher Brennan's Banc of America Securities Experience September 2007 - February 2009
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
451 Research August 2013 - August 2014
NASDAQ OMX February 2009 - August 2013
Banc of America Securities September 2007 - February 2009
Thomson Reuters January 2006 - October 2007
Legg Mason June 2005 - January 2006
Skills
Relationship Management, Equities, Investments, Financial Services, Social Media, Finance, Marketing, Sales, Strategy, Salesforce.com, Business Development
Education
Skidmore College 2001 — 2005
BS, Business Management
Wellesley high School
Northwestern Mutual August 2014 - Present
451 Research August 2013 - August 2014
NASDAQ OMX February 2009 - August 2013
Banc of America Securities September 2007 - February 2009
Thomson Reuters January 2006 - October 2007
Legg Mason June 2005 - January 2006
Skills
Relationship Management, Equities, Investments, Financial Services, Social Media, Finance, Marketing, Sales, Strategy, Salesforce.com, Business Development
Education
Skidmore College 2001 — 2005
BS, Business Management
Wellesley high School
Allison Wylie Allison Wylie's Banc of America Securities Experience August 2006 - September 2007
Job VP of Finance Amherst Holdings, LLC
Industry Financial Services
Experience
Amherst Holdings, LLC August 2015 - Present
ORIX Americas March 2014 - July 2015
ORIX Americas February 2011 - March 2014
SRP Medical The Staubach Company September 2007 - December 2010
Banc of America Securities August 2006 - September 2007
Houlihan Lokey June 2005 - July 2006
Luther King Capital Management December 2003 - May 2005
Skills
Real Estate Development, Real Estate Financing, Alternative Investments, Valuation, Finance, Investment Banking, Private Equity, Capital Markets, Venture Capital, Strategy, Financial Modeling, Hedge Funds, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Healthcare Real Estate
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Strategy
Texas Christian University - M.J. Neeley School of Business 2000 — 2005
BBA, Finance, Minor: Accounting, Magna Cum Laude
Amherst Holdings, LLC August 2015 - Present
ORIX Americas March 2014 - July 2015
ORIX Americas February 2011 - March 2014
SRP Medical The Staubach Company September 2007 - December 2010
Banc of America Securities August 2006 - September 2007
Houlihan Lokey June 2005 - July 2006
Luther King Capital Management December 2003 - May 2005
Skills
Real Estate Development, Real Estate Financing, Alternative Investments, Valuation, Finance, Investment Banking, Private Equity, Capital Markets, Venture Capital, Strategy, Financial Modeling, Hedge Funds, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Healthcare Real Estate
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Strategy
Texas Christian University - M.J. Neeley School of Business 2000 — 2005
BBA, Finance, Minor: Accounting, Magna Cum Laude
Bobby Cheung Bobby Cheung's Banc of America Securities Experience January 2001 - September 2005
Job Executive Digital Producer / eBusiness Solution Strategist
Industry Internet
Experience
Bobby C. Design Studio January 2004 - Present
Netflix - Global Marketing December 2012 - August 2013
Blue Shield of California December 2010 - November 2012
Yahoo! 2010 - October 2010
Walmart.com 2010 - June 2010
IGN Entertainment (subsidiary of Fox Interactive Media) May 2007 - July 2009
UEVision, Inc. 2009 - 2009
Banc of America Securities January 2001 - September 2005
San Francisco School Unified School District September 1994 - June 1995
Skills
User Experience, Web Development, Project Management, CMS, Rich Media, Traffic Management, Interpersonal Skill, Resource Management, SEO, Web Design, Agile Methodologies, Online Advertising, Cross-functional Team..., Content Strategy, Digital Strategy, Digital Marketing, Creative Direction, Information Architecture, Interaction Design, User Interface Design, Online Marketing, Content Management, Digital Media, Multimedia, Flash, Advertising, Video, Marketing, E-commerce
Education
Excel with Business 2013 — 2014
Mobile App Design
Fred Pryor Seminars 2011 — 2011
Continuing Education Certificates, Project and Time Management
San Francisco State University
Bachelor of Science, Industrial Design & Technology Businesss Adminstration
Bobby C. Design Studio January 2004 - Present
Netflix - Global Marketing December 2012 - August 2013
Blue Shield of California December 2010 - November 2012
Yahoo! 2010 - October 2010
Walmart.com 2010 - June 2010
IGN Entertainment (subsidiary of Fox Interactive Media) May 2007 - July 2009
UEVision, Inc. 2009 - 2009
Banc of America Securities January 2001 - September 2005
San Francisco School Unified School District September 1994 - June 1995
Skills
User Experience, Web Development, Project Management, CMS, Rich Media, Traffic Management, Interpersonal Skill, Resource Management, SEO, Web Design, Agile Methodologies, Online Advertising, Cross-functional Team..., Content Strategy, Digital Strategy, Digital Marketing, Creative Direction, Information Architecture, Interaction Design, User Interface Design, Online Marketing, Content Management, Digital Media, Multimedia, Flash, Advertising, Video, Marketing, E-commerce
Education
Excel with Business 2013 — 2014
Mobile App Design
Fred Pryor Seminars 2011 — 2011
Continuing Education Certificates, Project and Time Management
San Francisco State University
Bachelor of Science, Industrial Design & Technology Businesss Adminstration
Patrick Mohr Patrick Mohr's Banc of America Securities Experience October 2000 - July 2005
Job IT Project Manager at Technicolor
Industry Information Technology and Services
Experience
Technicolor July 2010 - Present
ScheduALL June 2009 - July 2010
Bank of America July 2005 - February 2009
Banc of America Securities October 2000 - July 2005
Foothill College 1998 - 2000
Smart Valley Incorporated 1997 - 1998
Skills
Business Analysis, Project Management, Software Project..., Software Design, Process Improvement, SDLC, Vendor Management, Integration, Microsoft SQL Server, Analysis, SharePoint, IT Strategy, Business Intelligence, Requirements Analysis, SSRS, ScheduALL, Crystal Reports, T-SQL
Education
Santa Clara University 1991 — 1995
Bachelor of Science (BS), Economics
Technicolor July 2010 - Present
ScheduALL June 2009 - July 2010
Bank of America July 2005 - February 2009
Banc of America Securities October 2000 - July 2005
Foothill College 1998 - 2000
Smart Valley Incorporated 1997 - 1998
Skills
Business Analysis, Project Management, Software Project..., Software Design, Process Improvement, SDLC, Vendor Management, Integration, Microsoft SQL Server, Analysis, SharePoint, IT Strategy, Business Intelligence, Requirements Analysis, SSRS, ScheduALL, Crystal Reports, T-SQL
Education
Santa Clara University 1991 — 1995
Bachelor of Science (BS), Economics
Carson Gross's Banc of America Securities Experience June 2001 - September 2003
Job CEO & CoFounder, LeadDyno
Industry Computer Software
Experience
LeadDyno September 2012 - Present
New Helvetic Software May 2011 - Present
Chrometa May 2011 - Present
Xero September 2012 - July 2013
HackerLab July 2012 - December 2012
Guidewire Software July 2005 - September 2012
Google June 2004 - September 2004
Banc of America Securities June 2001 - September 2003
Oven Digital June 2000 - June 2001
UC Berkeley August 1999 - December 2000
Skills
Web Services, Distributed Systems, JUnit, Ant, AJAX, Ruby on Rails, Object Oriented Design, JDBC, SQL, Linux, Unit Testing, Java, Software Development, Architecture, Ruby, Integration, Web Applications, EJB, Software Engineering, REST, Performance Tuning, Web Application Design
Education
Stanford University 2004 — 2005
MS, Computer Science
University of California, Berkeley 1994 — 1999
BS, Industrial Engineering and Operations Research
LeadDyno September 2012 - Present
New Helvetic Software May 2011 - Present
Chrometa May 2011 - Present
Xero September 2012 - July 2013
HackerLab July 2012 - December 2012
Guidewire Software July 2005 - September 2012
Google June 2004 - September 2004
Banc of America Securities June 2001 - September 2003
Oven Digital June 2000 - June 2001
UC Berkeley August 1999 - December 2000
Skills
Web Services, Distributed Systems, JUnit, Ant, AJAX, Ruby on Rails, Object Oriented Design, JDBC, SQL, Linux, Unit Testing, Java, Software Development, Architecture, Ruby, Integration, Web Applications, EJB, Software Engineering, REST, Performance Tuning, Web Application Design
Education
Stanford University 2004 — 2005
MS, Computer Science
University of California, Berkeley 1994 — 1999
BS, Industrial Engineering and Operations Research
Reuben Gallegos Reuben Gallegos's Banc of America Securities Experience May 2006 - January 2007
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2015 - Present
Intel Corporation June 2014 - July 2015
Intel Corporation January 2008 - October 2014
Intel Corporation April 2007 - January 2008
Banc of America Securities May 2006 - January 2007
Intel Corporation August 1997 - May 2006
Skills
Semiconductors, Product Management, Financial Modeling, Cross-functional Team..., Competitive Analysis, Product Development, IC, Program Management, Business Strategy, Product Marketing, Project Management, Strategic Planning, JMP, Business Development, Semiconductor Industry
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance, Strategy
Stanford University 1993 — 1995
Electrical Engineering
University of New Mexico 1986 — 1991
BS, Electrical Engineering
Evercore Partners August 2015 - Present
Intel Corporation June 2014 - July 2015
Intel Corporation January 2008 - October 2014
Intel Corporation April 2007 - January 2008
Banc of America Securities May 2006 - January 2007
Intel Corporation August 1997 - May 2006
Skills
Semiconductors, Product Management, Financial Modeling, Cross-functional Team..., Competitive Analysis, Product Development, IC, Program Management, Business Strategy, Product Marketing, Project Management, Strategic Planning, JMP, Business Development, Semiconductor Industry
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance, Strategy
Stanford University 1993 — 1995
Electrical Engineering
University of New Mexico 1986 — 1991
BS, Electrical Engineering
Justin Briscoe Justin Briscoe's Banc of America Securities Experience August 2006 - August 2008
Job Vice President at Simmons & Company International
Industry Oil & Energy
Experience
Simmons & Company International August 2012 - Present
Denham Capital Management September 2008 - July 2010
Banc of America Securities August 2006 - August 2008
Skills
Private Equity, Financial Modeling, Valuation
Education
University of Chicago Booth School of Business 2010 — 2012
MBA
Texas A&M University 2001 — 2006
MS, BBA, Finance, Accounting
Simmons & Company International August 2012 - Present
Denham Capital Management September 2008 - July 2010
Banc of America Securities August 2006 - August 2008
Skills
Private Equity, Financial Modeling, Valuation
Education
University of Chicago Booth School of Business 2010 — 2012
MBA
Texas A&M University 2001 — 2006
MS, BBA, Finance, Accounting
Louis Salvador's Banc of America Securities Experience July 2003 - May 2004
Job Trader at Valiant Capital Management, LP
Industry Investment Management
Experience
Valiant Capital Management, LP April 2011 - Present
Bank of America Merrill Lynch February 2007 - April 2011
Merrill Lynch April 2005 - February 2007
Merrill Lynch May 2004 - April 2005
Banc of America Securities July 2003 - May 2004
Education
University of San Francisco
MS, Financial Analysis
Santa Clara University
BS, Engineering
Santa Clara University
BS, Finance
De La Salle High School
Valiant Capital Management, LP April 2011 - Present
Bank of America Merrill Lynch February 2007 - April 2011
Merrill Lynch April 2005 - February 2007
Merrill Lynch May 2004 - April 2005
Banc of America Securities July 2003 - May 2004
Education
University of San Francisco
MS, Financial Analysis
Santa Clara University
BS, Engineering
Santa Clara University
BS, Finance
De La Salle High School
Jeff Pate's Banc of America Securities Experience June 2001 - August 2002
Job Senior Associate, Development & Investment at Trammell Crow Company
Industry Real Estate
Experience
Trammell Crow Company February 2012 - Present
NewQuest Properties October 2009 - February 2012
GulfStar Group November 2006 - March 2009
Banc of America Securities June 2001 - August 2002
Education
Southern Methodist University Dedman School of Law 2003 — 2006
Doctor of Jurisprudence, Law
The University of Texas at Austin 1997 — 2001
BBA, Finance
Trammell Crow Company February 2012 - Present
NewQuest Properties October 2009 - February 2012
GulfStar Group November 2006 - March 2009
Banc of America Securities June 2001 - August 2002
Education
Southern Methodist University Dedman School of Law 2003 — 2006
Doctor of Jurisprudence, Law
The University of Texas at Austin 1997 — 2001
BBA, Finance
Jeffrey A. Graves's Banc of America Securities Experience 1987 - 2007
Job SVP Sr. Product Manager at RBS Citizens
Industry Investment Management
Experience
RBS Citizens January 2014 - Present
Citizens Bank July 2008 - November 2013
Banc of America Securities 1987 - 2007
Skills
Investments, Banking, Fixed Income, Capital Markets, Investment Strategies, Commercial Banking, Series 7, Deposit Growth, Loans, Risk Management, Finance, Credit Analysis, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds
Education
Saint Lawrence University 1983 — 1987
B.A., Government
Shenendehowa 1980 — 1983
Shenendehowa
RBS Citizens January 2014 - Present
Citizens Bank July 2008 - November 2013
Banc of America Securities 1987 - 2007
Skills
Investments, Banking, Fixed Income, Capital Markets, Investment Strategies, Commercial Banking, Series 7, Deposit Growth, Loans, Risk Management, Finance, Credit Analysis, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds
Education
Saint Lawrence University 1983 — 1987
B.A., Government
Shenendehowa 1980 — 1983
Shenendehowa
Jennifer Seidler's Banc of America Securities Experience 1991 - 2001
Job Director
Industry Financial Services
Experience
Commonfund June 2013 - Present
Independent Consulting May 2011 - May 2013
RBC Wealth Managment March 2009 - March 2011
Credit Suisse 2007 - 2009
Banc Investment Group 2003 - 2006
Legg Mason 2002 - 2003
Banc of America Securities 1991 - 2001
Skills
Capital Markets, Business Relationship..., Financial Analysis, Customer Relations, Fixed Income Products, Loans, Banking, Credit Analysis, Treasury Management, project management, New Business Development, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, International Business and Finance
University of San Francisco 2005 — 2007
Masters of Science, Financial Analysis
Santa Clara University 1987 — 1990
Bachelor of Science, Economics
Commonfund June 2013 - Present
Independent Consulting May 2011 - May 2013
RBC Wealth Managment March 2009 - March 2011
Credit Suisse 2007 - 2009
Banc Investment Group 2003 - 2006
Legg Mason 2002 - 2003
Banc of America Securities 1991 - 2001
Skills
Capital Markets, Business Relationship..., Financial Analysis, Customer Relations, Fixed Income Products, Loans, Banking, Credit Analysis, Treasury Management, project management, New Business Development, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, International Business and Finance
University of San Francisco 2005 — 2007
Masters of Science, Financial Analysis
Santa Clara University 1987 — 1990
Bachelor of Science, Economics
Jerry Chustek's Banc of America Securities Experience 2003 - Present
Job DBA at BNP Paribas
Industry Information Technology and Services
Experience
Bank of America DBABNP ParibasJune 2008 - Present
Banc of America Securities 2003 - Present
ABN AMRO 1999 - 2003
Furman Selz, LLC October 1992 - October 2002
ING Barings 1999 - 2002
Education
State University of New York - System 1974 — 1981
Bank of America DBABNP ParibasJune 2008 - Present
Banc of America Securities 2003 - Present
ABN AMRO 1999 - 2003
Furman Selz, LLC October 1992 - October 2002
ING Barings 1999 - 2002
Education
State University of New York - System 1974 — 1981
Bianca Rivera's Banc of America Securities Experience Administrative AssistantMontgomery &Co.2006 - 2007
Job Sales Assistant at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities Administrative AssistantMontgomery &Co.2006 - 2007
Education
Syracuse University 2002 — 2005
Banc of America Securities Administrative AssistantMontgomery &Co.2006 - 2007
Education
Syracuse University 2002 — 2005
Glenn Sobrepena's Banc of America Securities Experience November 2000 - April 2001
Job Supervisor Portfolio Operations at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2001 - Present
Banc of America Securities November 2000 - April 2001
Wells Fargo Securities August 1997 - September 2000
Education
San Jose State University
BS, Business Administration-Human Resource Management
Franklin Templeton Investments 2001 - Present
Banc of America Securities November 2000 - April 2001
Wells Fargo Securities August 1997 - September 2000
Education
San Jose State University
BS, Business Administration-Human Resource Management
Chad Patton's Banc of America Securities Experience January 1998 - August 2004
Job Senior Vice President Head of Corporate Development
Industry Financial Services
Experience
Aegis Mortgage September 2004 - Present
Banc of America Securities January 1998 - August 2004
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA
Aegis Mortgage September 2004 - Present
Banc of America Securities January 1998 - August 2004
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA
Patrick Wee's Banc of America Securities Experience May 1998 - October 2004
Job
Industry Health, Wellness and Fitness
Experience
Fitness Anywhere LLC September 2010 - Present
Merriman Capital, Inc. July 2006 - January 2009
Banc of America Securities May 1998 - October 2004
Skills
Salesforce.com, Outlook, Financial Analysis, Equities, Series 7, Microsoft Excel, Customer Service, Securities, Process Improvement, Corporate Finance, Risk Management, Leadership, Financial Modeling, Budgets, Sales
Education
San Francisco State University
Bachelor of Science (BS)
Fitness Anywhere LLC September 2010 - Present
Merriman Capital, Inc. July 2006 - January 2009
Banc of America Securities May 1998 - October 2004
Skills
Salesforce.com, Outlook, Financial Analysis, Equities, Series 7, Microsoft Excel, Customer Service, Securities, Process Improvement, Corporate Finance, Risk Management, Leadership, Financial Modeling, Budgets, Sales
Education
San Francisco State University
Bachelor of Science (BS)
Glen Stifelman's Banc of America Securities Experience December 2003 - January 2004
Job Senior Compliance Director at T3 Trading Group, LLC
Industry Financial Services
Experience
T3 Trading Group, LLC January 2015 - Present
GRS Compliance Consulting Inc May 2008 - Present
Rockwell Global Capital, LLC. April 2009 - December 2014
EKN Financial Services January 2008 - May 2008
Evolution Financial Technologies May 2006 - May 2008
Response Companies January 2004 - May 2006
Banc of America Securities December 2003 - January 2004
Lava Trading October 2002 - December 2003
Instinet.com June 1999 - November 2003
Citicorp Securities Services January 1998 - June 1999
Skills
Equities, Regulatory Compliance, FINRA Rules &..., SEC Audits, Financial Services, E-Mail Review, Website Review, Branch Audits, SRO Investigations, CRD Registration, CE Programs, AML Programs, Advertising Compliance, Option Surveillance, Odd Lot Surveillance, Front-Running..., Wash Sale Surveillance, OATS Compliance, Trading, Securities Training, Continuing Education..., Stock Exchange Inquiries, Account Acceptance..., Trade Review Processes, Margins, Trade Disputes, Disaster Recovery, Hiring, Employee Management, ACT, Rule 410b, TRACE, Instinet Systems, Series 7, Fixed Income, Options, Securities, FINRA, AML, Derivatives, Advertising, Financial Audits, SEC, Series 24, Series 63, Auditing, Anti Money Laundering
Education
State University of New York College at Oneonta 1980 — 1984
T3 Trading Group, LLC January 2015 - Present
GRS Compliance Consulting Inc May 2008 - Present
Rockwell Global Capital, LLC. April 2009 - December 2014
EKN Financial Services January 2008 - May 2008
Evolution Financial Technologies May 2006 - May 2008
Response Companies January 2004 - May 2006
Banc of America Securities December 2003 - January 2004
Lava Trading October 2002 - December 2003
Instinet.com June 1999 - November 2003
Citicorp Securities Services January 1998 - June 1999
Skills
Equities, Regulatory Compliance, FINRA Rules &..., SEC Audits, Financial Services, E-Mail Review, Website Review, Branch Audits, SRO Investigations, CRD Registration, CE Programs, AML Programs, Advertising Compliance, Option Surveillance, Odd Lot Surveillance, Front-Running..., Wash Sale Surveillance, OATS Compliance, Trading, Securities Training, Continuing Education..., Stock Exchange Inquiries, Account Acceptance..., Trade Review Processes, Margins, Trade Disputes, Disaster Recovery, Hiring, Employee Management, ACT, Rule 410b, TRACE, Instinet Systems, Series 7, Fixed Income, Options, Securities, FINRA, AML, Derivatives, Advertising, Financial Audits, SEC, Series 24, Series 63, Auditing, Anti Money Laundering
Education
State University of New York College at Oneonta 1980 — 1984
James Tuan's Banc of America Securities Experience 2005 - March 2013
Job Senior Technology Officer at Albert Fried & Company
Industry Financial Services
Experience
Albert Fried & Company March 2013 - Present
Banc of America Securities 2005 - March 2013
Lazard Asset Management June 2002 - May 2005
T3 Technologies March 1997 - April 2002
Donaldson Lufkin & Jenrette November 1996 - March 1997
Smith Barney June 1994 - November 1996
Societe Generale December 1989 - December 1991
Education
State University of New York at New Paltz 1987 — 1989
FD Roosevelt High School 1976 — 1980
High School
Albert Fried & Company March 2013 - Present
Banc of America Securities 2005 - March 2013
Lazard Asset Management June 2002 - May 2005
T3 Technologies March 1997 - April 2002
Donaldson Lufkin & Jenrette November 1996 - March 1997
Smith Barney June 1994 - November 1996
Societe Generale December 1989 - December 1991
Education
State University of New York at New Paltz 1987 — 1989
FD Roosevelt High School 1976 — 1980
High School
Amina Bryant's Banc of America Securities Experience 1998 - 2001
Job Business Manager, Old Navy Outlet at Gap Inc./Old Navy
Industry Retail
Experience
Gap Inc./Old Navy June 2011 - Present
Old Navy, Gap Inc. August 2006 - June 2011
Gap Inc. April 2002 - August 2006
Banc of America Securities 1998 - 2001
Skills
Financial Modeling
Education
SFSU
Bachelor of Science (BS), Finance, International Business
San Francisco State University, College of Business
Finance and International Business
Gap Inc./Old Navy June 2011 - Present
Old Navy, Gap Inc. August 2006 - June 2011
Gap Inc. April 2002 - August 2006
Banc of America Securities 1998 - 2001
Skills
Financial Modeling
Education
SFSU
Bachelor of Science (BS), Finance, International Business
San Francisco State University, College of Business
Finance and International Business
Peter Macchio's Banc of America Securities 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
Brandon Bolio's Banc of America Securities Experience July 2006 - August 2006
Job Vice President, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2010 - Present
Bank of America February 2007 - February 2010
Bank of America July 2004 - February 2007
Banc of America Securities July 2006 - August 2006
ConocoPhillips June 2003 - August 2003
Davis & Opper, P.C. June 2002 - August 2002
Skills
Fluent in Spanish, Private Pilot, Financial Modeling, Loans, Investment Banking, Portfolio Management, Capital Markets, Financial Structuring, Valuation, Finance, Credit, Banking, Credit Analysis, Corporate Finance, Fixed Income
Education
Texas A&M University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Texas A&M University - Mays Business School 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch February 2010 - Present
Bank of America February 2007 - February 2010
Bank of America July 2004 - February 2007
Banc of America Securities July 2006 - August 2006
ConocoPhillips June 2003 - August 2003
Davis & Opper, P.C. June 2002 - August 2002
Skills
Fluent in Spanish, Private Pilot, Financial Modeling, Loans, Investment Banking, Portfolio Management, Capital Markets, Financial Structuring, Valuation, Finance, Credit, Banking, Credit Analysis, Corporate Finance, Fixed Income
Education
Texas A&M University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Texas A&M University - Mays Business School 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Alexander Byers's Banc of America Securities Experience August 1995 - July 2002
Job Loan Sales & Trading at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2012 - Present
Royal Bank of Scotland August 2009 - September 2012
GE Capital Markets, Inc. 2007 - February 2009
Royal Bank of Scotland August 2002 - September 2007
Banc of America Securities August 1995 - July 2002
Skills
Capital Markets, Loans, Leveraged Finance, Trading, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Business Administration
Skidmore College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Friends Academy 1986 — 1989
U.S. Bank September 2012 - Present
Royal Bank of Scotland August 2009 - September 2012
GE Capital Markets, Inc. 2007 - February 2009
Royal Bank of Scotland August 2002 - September 2007
Banc of America Securities August 1995 - July 2002
Skills
Capital Markets, Loans, Leveraged Finance, Trading, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Business Administration
Skidmore College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Friends Academy 1986 — 1989
Brett Cui's Banc of America Securities Experience January 2005 - June 2006
Job Executive Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities International, Inc April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2006 - September 2008
Banc of America Securities January 2005 - June 2006
Riskware Systems Inc. December 1996 - December 2005
Dresdner Kleinwort Benson 1998 - 1998
Natwest Markets March 1994 - February 1997
Sanwa Financial Products March 1993 - March 1996
Ziff Desktop Information July 1992 - February 1993
MITRE Corporation September 1990 - August 1992
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Stony Brook University 1986 — 1990
BSEE
Nomura Securities International, Inc April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2006 - September 2008
Banc of America Securities January 2005 - June 2006
Riskware Systems Inc. December 1996 - December 2005
Dresdner Kleinwort Benson 1998 - 1998
Natwest Markets March 1994 - February 1997
Sanwa Financial Products March 1993 - March 1996
Ziff Desktop Information July 1992 - February 1993
MITRE Corporation September 1990 - August 1992
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Stony Brook University 1986 — 1990
BSEE
Jonathan Adamson's Banc of America Securities Experience 2002 - 2004
Job Partner at Hall Capital Partners
Industry Venture Capital & Private Equity
Experience
Hall Capital Partners March 2012 - Present
Argonaut Private Equity June 2008 - March 2012
Bluffview Capital July 2004 - August 2006
Banc of America Securities 2002 - 2004
Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Corporate Finance
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance
Southern Methodist University 1998 — 2002
BS, Management Science
Hall Capital Partners March 2012 - Present
Argonaut Private Equity June 2008 - March 2012
Bluffview Capital July 2004 - August 2006
Banc of America Securities 2002 - 2004
Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Corporate Finance
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance
Southern Methodist University 1998 — 2002
BS, Management Science
Diana Himes's Banc of America Securities Experience September 1999 - March 2005
Job Risk Manager Operational Risk at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. August 2012 - Present
Ally Financial Inc. November 2009 - August 2012
Wachovia March 2005 - February 2008
Banc of America Securities September 1999 - March 2005
Education
Southern Illinois University, Carbondale 1995 — 1998
Ally Financial Inc. August 2012 - Present
Ally Financial Inc. November 2009 - August 2012
Wachovia March 2005 - February 2008
Banc of America Securities September 1999 - March 2005
Education
Southern Illinois University, Carbondale 1995 — 1998
Carmen Childers's Banc of America Securities Experience 2006 - Present
Job Sr. Ops Change Manager at Bank of Americas
Industry Financial Services
Experience
Banc of America Securities 2006 - Present
JPMChase 2006 - Present
Bank of America 2006 - Present
Bank Of America 2006 - Present
Bank Of America 2006 - Present
Bank Of America 2006 - Present
Education
Syracuse University 1984 — 1988
Banc of America Securities 2006 - Present
JPMChase 2006 - Present
Bank of America 2006 - Present
Bank Of America 2006 - Present
Bank Of America 2006 - Present
Bank Of America 2006 - Present
Education
Syracuse University 1984 — 1988
Ryan Lanpher's Banc of America Securities Experience June 2007 - February 2009
Job Technology Private Equity Investor at Permira
Industry Venture Capital & Private Equity
Experience
Informatica August 2015 - Present
Metalogix Software December 2014 - Present
Permira July 2014 - Present
Trusted Knight Corporation 2010 - Present
Adobe June 2013 - August 2013
Permira February 2009 - August 2012
Banc of America Securities June 2007 - February 2009
Focus Enterprises June 2006 - August 2006
Skills
Private Equity, Investment Banking, Corporate Finance
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (B.A.)
Informatica August 2015 - Present
Metalogix Software December 2014 - Present
Permira July 2014 - Present
Trusted Knight Corporation 2010 - Present
Adobe June 2013 - August 2013
Permira February 2009 - August 2012
Banc of America Securities June 2007 - February 2009
Focus Enterprises June 2006 - August 2006
Skills
Private Equity, Investment Banking, Corporate Finance
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (B.A.)
Greg Leftwich's Banc of America Securities Experience April 2006 - May 2008
Job Market President at Commerce Bank
Industry Banking
Experience
Commerce Bank March 2012 - Present
Bank of America May 2008 - March 2012
Banc of America Securities April 2006 - May 2008
Guaranty Bank 1995 - 2006
Education
Texas A&M University 1990 — 1995
Bachelor of Arts (B.A.), English, Rhetoric
Texas A&M University - Mays Business School 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Commerce Bank March 2012 - Present
Bank of America May 2008 - March 2012
Banc of America Securities April 2006 - May 2008
Guaranty Bank 1995 - 2006
Education
Texas A&M University 1990 — 1995
Bachelor of Arts (B.A.), English, Rhetoric
Texas A&M University - Mays Business School 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Shifee Losacco's Banc of America Securities Experience July 1990 - May 2005
Job Director at UBS
Industry Financial Services
Experience
UBS July 2005 - Present
UBS - InSearch 2005 - Present
UBS Investment Bank 2005 - Present
Banc of America Securities July 1990 - May 2005
Banc of America Securites 1990 - 2005
Montgomery Securities 1990 - 1997
Education
State University of New York at New Paltz 1979 — 1983
BA, Theatre Arts
UBS July 2005 - Present
UBS - InSearch 2005 - Present
UBS Investment Bank 2005 - Present
Banc of America Securities July 1990 - May 2005
Banc of America Securites 1990 - 2005
Montgomery Securities 1990 - 1997
Education
State University of New York at New Paltz 1979 — 1983
BA, Theatre Arts
Nick Uljaj's Banc of America Securities Experience October 1998 - October 1999
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
David Levesque, MSBA's Banc of America Securities Experience September 1997 - December 2007
Job Senior Accountant at Brady Enterprises
Industry Consumer Electronics
Experience
Brady Enterprises June 2015 - Present
Salitek Inc. April 2013 - May 2015
Overall Carpenters October 2009 - March 2013
Canaccord Adams August 2008 - September 2009
Canaccord Genuity Inc. 2008 - 2009
Banc of America Securities September 1997 - December 2007
Montgomery Securities 1997 - 2007
Jack White & Company 1996 - 1997
Skills
Financial Analysis, Equities, Series 7, Capital Markets, Business Development, Corporate FP&A, Accounting, Business Analysis, CRM Databases, Asset Management, Bloomberg, Finance, Investments, Leadership, Portfolio Management, Securities, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Equity Trading, Derivatives, Financial Services, Management, Series 63
Education
San Francisco State University 1998 — 2000
MSBA, Finance
San Diego State University-California State University 1990 — 1995
BS, Finance
Brady Enterprises June 2015 - Present
Salitek Inc. April 2013 - May 2015
Overall Carpenters October 2009 - March 2013
Canaccord Adams August 2008 - September 2009
Canaccord Genuity Inc. 2008 - 2009
Banc of America Securities September 1997 - December 2007
Montgomery Securities 1997 - 2007
Jack White & Company 1996 - 1997
Skills
Financial Analysis, Equities, Series 7, Capital Markets, Business Development, Corporate FP&A, Accounting, Business Analysis, CRM Databases, Asset Management, Bloomberg, Finance, Investments, Leadership, Portfolio Management, Securities, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Equity Trading, Derivatives, Financial Services, Management, Series 63
Education
San Francisco State University 1998 — 2000
MSBA, Finance
San Diego State University-California State University 1990 — 1995
BS, Finance
Patrick Niemeyer's Banc of America Securities Experience December 2005 - December 2007
Job Independent Computer Software Professional
Industry Computer Software
Experience
Ikayzo 2008 - Present
Self-employed January 1995 - Present
Banc of America Securities December 2005 - December 2007
Self-employed 1997 - December 2007
Federal Reserve Bank January 2004 - December 2005
Edward Jones January 2003 - December 2004
A.G. Edwards January 2001 - December 2003
Education
Saint Louis University
Ikayzo 2008 - Present
Self-employed January 1995 - Present
Banc of America Securities December 2005 - December 2007
Self-employed 1997 - December 2007
Federal Reserve Bank January 2004 - December 2005
Edward Jones January 2003 - December 2004
A.G. Edwards January 2001 - December 2003
Education
Saint Louis University
Jennifer Mozingo's Banc of America Securities Experience June 2007 - Present
Job Financial Analyst at Banc of America Securities
Industry Banking
Experience
Banc of America Securities June 2007 - Present
M&T Bank October 2006 - June 2007
Education
State University of New York College at Geneseo 2002 — 2006
Banc of America Securities June 2007 - Present
M&T Bank October 2006 - June 2007
Education
State University of New York College at Geneseo 2002 — 2006
Mark Ashkinos's Banc of America Securities Experience May 2005 - September 2008
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Pierpont Securities April 2012 - April 2014
BNP Paribas Securities Services October 2008 - April 2012
Banc of America Securities May 2005 - September 2008
Mizuho Securities February 2004 - April 2005
JP Morgan July 1995 - December 2003
Goldman Sachs March 1991 - March 1995
Skills
Swaps, Fixed Income, Equities, Derivatives, Securities Lending, Trading Systems, Investment Banking, Capital Markets, Equity Derivatives, Prime Brokerage, Credit Derivatives, Electronic Trading, Financial Risk, Hedge Funds, MBS, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance
Stevens Institute of Technology 1989 — 1991
MS, Information Technology
Connecticut College 1984 — 1988
BA, Biochemistry
Morgan Stanley April 2014 - Present
Pierpont Securities April 2012 - April 2014
BNP Paribas Securities Services October 2008 - April 2012
Banc of America Securities May 2005 - September 2008
Mizuho Securities February 2004 - April 2005
JP Morgan July 1995 - December 2003
Goldman Sachs March 1991 - March 1995
Skills
Swaps, Fixed Income, Equities, Derivatives, Securities Lending, Trading Systems, Investment Banking, Capital Markets, Equity Derivatives, Prime Brokerage, Credit Derivatives, Electronic Trading, Financial Risk, Hedge Funds, MBS, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance
Stevens Institute of Technology 1989 — 1991
MS, Information Technology
Connecticut College 1984 — 1988
BA, Biochemistry
Amy Noblin's Banc of America Securities Experience October 2000 - February 2008
Job Research Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company November 2011 - Present
Weeden & Co. March 2010 - August 2011
Pali Capital June 2008 - February 2010
Banc of America Securities October 2000 - February 2008
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Saks Fifth Avenue 1998 - 1998
Harold's Stores, Inc. 1995 - 1997
Neiman Marcus 1993 - 1995
Education
Texas A&M University 1989 — 1993
BS
William Blair & Company November 2011 - Present
Weeden & Co. March 2010 - August 2011
Pali Capital June 2008 - February 2010
Banc of America Securities October 2000 - February 2008
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Saks Fifth Avenue 1998 - 1998
Harold's Stores, Inc. 1995 - 1997
Neiman Marcus 1993 - 1995
Education
Texas A&M University 1989 — 1993
BS
Kevin Hannaway's Banc of America Securities Experience 2000 - April 2008
Job Institutional Equity Sales Trading
Industry Financial Services
Experience
Evercore October 2013 - Present
Jones Trading June 2008 - September 2013
Banc Of America Securities 2000 - April 2008
Skills
Customer Service, Management, Microsoft Office, Leadership, Project Management, Strategic Planning, Sales, Team Building, Training, Business Analysis
Education
Suffolk University
Master of Business Administration (MBA)
University of Vermont
Bachelor of Arts (B.A.), political science, economics
Proctor Academy 1978 — 1980
Evercore October 2013 - Present
Jones Trading June 2008 - September 2013
Banc Of America Securities 2000 - April 2008
Skills
Customer Service, Management, Microsoft Office, Leadership, Project Management, Strategic Planning, Sales, Team Building, Training, Business Analysis
Education
Suffolk University
Master of Business Administration (MBA)
University of Vermont
Bachelor of Arts (B.A.), political science, economics
Proctor Academy 1978 — 1980
Kyle Coleman, CFA's Banc of America Securities Experience May 2005 - September 2007
Job Vice President, Senior Underwriter at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance November 2009 - August 2012
CIT Group September 2007 - October 2009
Banc of America Securities May 2005 - September 2007
Prudential Capital Group June 2004 - May 2005
Prudential Capital Group September 2002 - June 2004
Salomon Smith Barney July 2001 - June 2002
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Due Diligence, Corporate Finance, Credit Analysis, Valuation, Finance
Education
Texas A&M University 1997 — 2001
BBA, Finance
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance November 2009 - August 2012
CIT Group September 2007 - October 2009
Banc of America Securities May 2005 - September 2007
Prudential Capital Group June 2004 - May 2005
Prudential Capital Group September 2002 - June 2004
Salomon Smith Barney July 2001 - June 2002
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Due Diligence, Corporate Finance, Credit Analysis, Valuation, Finance
Education
Texas A&M University 1997 — 2001
BBA, Finance
Jeff Schor's Banc of America Securities Experience March 1998 - February 2000
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2004 - Present
Deutsche Bank Securities February 2000 - August 2004
Banc of America Securities March 1998 - February 2000
Skills
Equity Derivatives, Hedge Funds, Equities, Structured Products, Volatility, ETFs, Hedging, Credit Derivatives, Options, Derivatives, Asset Management, Investments
Education
Syracuse University 1983 — 1987
B.A., Economics
Credit Suisse October 2004 - Present
Deutsche Bank Securities February 2000 - August 2004
Banc of America Securities March 1998 - February 2000
Skills
Equity Derivatives, Hedge Funds, Equities, Structured Products, Volatility, ETFs, Hedging, Credit Derivatives, Options, Derivatives, Asset Management, Investments
Education
Syracuse University 1983 — 1987
B.A., Economics
Maria Y. Cruz's Banc of America Securities Experience March 2000 - May 2002
Job Division Support Manager
Industry Financial Services
Experience
Silicon Valley Bank August 2005 - Present
Nike Women's Marathon 2003 - 2012
Burson-Marsteller September 2002 - July 2005
Banc of America Securities March 2000 - May 2002
Syracuse University September 1998 - May 1999
Syracuse University August 1994 - June 1998
Skills
Event Planning, Event Management, Fundraising, Social Media, Research, Problem Solving, Supervisory Skills, Public Speaking, Team Building, Strategic Planning, Entrepreneurship, Start-ups, Program Management, Leadership, Business Development
Education
Syracuse University 1994 — 1999
Bachelor's Degree, Psychology
Silicon Valley Bank August 2005 - Present
Nike Women's Marathon 2003 - 2012
Burson-Marsteller September 2002 - July 2005
Banc of America Securities March 2000 - May 2002
Syracuse University September 1998 - May 1999
Syracuse University August 1994 - June 1998
Skills
Event Planning, Event Management, Fundraising, Social Media, Research, Problem Solving, Supervisory Skills, Public Speaking, Team Building, Strategic Planning, Entrepreneurship, Start-ups, Program Management, Leadership, Business Development
Education
Syracuse University 1994 — 1999
Bachelor's Degree, Psychology
Jenny Hourihan's Banc of America Securities Experience September 2003 - February 2008
Job Orbis International, President and CEO
Industry Nonprofit Organization Management
Experience
Rock Tenn September 2013 - June 2015
ORBIS International September 2012 - June 2015
Swarthmore College September 2010 - September 2014
Volunteers of America-Greater New York April 2009 - November 2013
Pro Mujer International March 2009 - September 2012
Prospect Park Audubon Center Advisory Board April 2009 - September 2011
Heights and Hills Community Council April 2009 - September 2010
Banc of America Securities September 2003 - February 2008
Merrill Lynch April 2000 - September 2003
Salomon Smith Barney May 1981 - March 2000
Skills
Program Development, Strategy, Mergers & Acquisitions, Program Management, Finance, Nonprofits, Leadership, Social Entrepreneurship, Corporate Finance, Management, Budgets, Structured Finance, Marketing, Strategic Planning, Project Finance, Financial Modeling, Business Strategy, Capital Markets, Management Consulting, Financial Reporting, Investment Banking, Philanthropy, Financial Structuring, Risk Management, Organizational...
Education
Swarthmore College 1976 — 1980
BA, Economics, Political Science
Universidad de Los Andes 1978 — 1978
Economics, Spanish
Rock Tenn September 2013 - June 2015
ORBIS International September 2012 - June 2015
Swarthmore College September 2010 - September 2014
Volunteers of America-Greater New York April 2009 - November 2013
Pro Mujer International March 2009 - September 2012
Prospect Park Audubon Center Advisory Board April 2009 - September 2011
Heights and Hills Community Council April 2009 - September 2010
Banc of America Securities September 2003 - February 2008
Merrill Lynch April 2000 - September 2003
Salomon Smith Barney May 1981 - March 2000
Skills
Program Development, Strategy, Mergers & Acquisitions, Program Management, Finance, Nonprofits, Leadership, Social Entrepreneurship, Corporate Finance, Management, Budgets, Structured Finance, Marketing, Strategic Planning, Project Finance, Financial Modeling, Business Strategy, Capital Markets, Management Consulting, Financial Reporting, Investment Banking, Philanthropy, Financial Structuring, Risk Management, Organizational...
Education
Swarthmore College 1976 — 1980
BA, Economics, Political Science
Universidad de Los Andes 1978 — 1978
Economics, Spanish
Steve Quintana's Banc of America Securities Experience April 2004 - Present
Job Desktop Support Analyst at Banc of America Securities
Industry Information Technology and Services
Experience
Tough-Work Inc. January 2006 - Present
Banc of America Securities April 2004 - Present
Education
Syracuse University 1995 — 1999
Information Management and Technology, Computer Support
Tough-Work Inc. January 2006 - Present
Banc of America Securities April 2004 - Present
Education
Syracuse University 1995 — 1999
Information Management and Technology, Computer Support
Wayne Ellison's Banc of America Securities Experience 1999 - 2003
Job VP Compliance at Heritage Financial Systems
Industry Financial Services
Experience
Heritage Financial Systems March 2014 - Present
Meyers Associates L.P. November 2011 - January 2014
Todd & Co March 2010 - November 2011
Wayne Ellison Consultative Services. February 2009 - March 2010
GL Trade Americas Inc September 2008 - January 2009
Renaissance Capital March 2004 - June 2008
BNP Paribas Securities Corp., New York, NY October 2002 - March 2004
Banc of America Securities 1999 - 2003
Chase Asset Management New York, NY June 1998 - March 1999
Robert Fleming December 1996 - May 1998
Skills
Equities, Series 7, Fixed Income, Trading, Risk Management, Securities, Strategy, Financial Services, Finance, Emerging Markets, Back Office, Middle Office, Settlement, Credit, Business Planning, Market Data, Leadership, Management, Capital Markets, Investment Banking, Hedge Funds, Derivatives, Financial Markets, Investments, Asset Management, Portfolio Management, Options, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, Private Equity, Electronic Trading, Banking
Education
State University of New York at New Paltz 1980 — 1984
BS, Business Administration
Heritage Financial Systems March 2014 - Present
Meyers Associates L.P. November 2011 - January 2014
Todd & Co March 2010 - November 2011
Wayne Ellison Consultative Services. February 2009 - March 2010
GL Trade Americas Inc September 2008 - January 2009
Renaissance Capital March 2004 - June 2008
BNP Paribas Securities Corp., New York, NY October 2002 - March 2004
Banc of America Securities 1999 - 2003
Chase Asset Management New York, NY June 1998 - March 1999
Robert Fleming December 1996 - May 1998
Skills
Equities, Series 7, Fixed Income, Trading, Risk Management, Securities, Strategy, Financial Services, Finance, Emerging Markets, Back Office, Middle Office, Settlement, Credit, Business Planning, Market Data, Leadership, Management, Capital Markets, Investment Banking, Hedge Funds, Derivatives, Financial Markets, Investments, Asset Management, Portfolio Management, Options, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, Private Equity, Electronic Trading, Banking
Education
State University of New York at New Paltz 1980 — 1984
BS, Business Administration
Diya Sawhny's Banc of America Securities Experience September 2004 - June 2008
Job at CreditSights
Industry Financial Services
Experience
CreditSights June 2010 - Present
AVON Products, Inc. August 2008 - June 2010
Banc of America Securities September 2004 - June 2008
Bank of America 2004 - 2008
Citigroup 1998 - 2004
Citigroup 1998 - 2004
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
St. Stephen's College 1989 — 1992
BA Hons, History
CreditSights June 2010 - Present
AVON Products, Inc. August 2008 - June 2010
Banc of America Securities September 2004 - June 2008
Bank of America 2004 - 2008
Citigroup 1998 - 2004
Citigroup 1998 - 2004
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
St. Stephen's College 1989 — 1992
BA Hons, History
Sean Ruhmann's Banc of America Securities Experience July 2004 - May 2006
Job Vice President at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs June 2006 - Present
Banc of America Securities July 2004 - May 2006
Education
The Tuck School of Business at Dartmouth 2001 — 2003
Texas A&M University 1996 — 1998
MS, Engineering
Trinity College-Hartford 1992 — 1996
BS, Engineering
Goldman Sachs June 2006 - Present
Banc of America Securities July 2004 - May 2006
Education
The Tuck School of Business at Dartmouth 2001 — 2003
Texas A&M University 1996 — 1998
MS, Engineering
Trinity College-Hartford 1992 — 1996
BS, Engineering
Hector Cortes's Banc of America Securities Experience June 2005 - November 2007
Job Director Structured Investments Trading at Maxim Group
Industry Capital Markets
Experience
Maxim Group August 2013 - May 2015
The PrinceRidge Group January 2012 - November 2012
Nomura Securities International September 2009 - November 2011
Alliance Bernstein August 2008 - September 2009
Banc of America Securities June 2005 - November 2007
Lehman Brothers July 1988 - May 2005
Skills
Commodity, Credit, Currency, Derivatives, Fixed Income, Foreign Exchange, Funding, Investment Strategies, Management, Trading, Securitization, Hedge Funds, Bloomberg, Capital Markets, Equities, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1984 — 1988
Bachelor of Science (B.S.)
Wagner College
Master of Business Administration
Maxim Group August 2013 - May 2015
The PrinceRidge Group January 2012 - November 2012
Nomura Securities International September 2009 - November 2011
Alliance Bernstein August 2008 - September 2009
Banc of America Securities June 2005 - November 2007
Lehman Brothers July 1988 - May 2005
Skills
Commodity, Credit, Currency, Derivatives, Fixed Income, Foreign Exchange, Funding, Investment Strategies, Management, Trading, Securitization, Hedge Funds, Bloomberg, Capital Markets, Equities, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1984 — 1988
Bachelor of Science (B.S.)
Wagner College
Master of Business Administration
Jason Krause's Banc of America Securities Experience 2000 - 2002
Job All Sports Endurance
Industry Health, Wellness and Fitness
Experience
All Sports Endurance January 2005 - Present
NSA / Juice Plus+ 2011 - Present
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1998 - 2000
Skills
Sports Nutrition, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Finance
Southern Methodist University
Union College
All Sports Endurance January 2005 - Present
NSA / Juice Plus+ 2011 - Present
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1998 - 2000
Skills
Sports Nutrition, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Finance
Southern Methodist University
Union College
Kelly Branum's Banc of America Securities Experience 1998 - 2001
Job Investor Relations at Cypress Equities
Industry Real Estate
Experience
Cypress Equities January 2015 - Present
Hudson Advisors, LLC September 2009 - May 2014
Jones Lang LaSalle April 2004 - February 2010
Banc of America Securities 1998 - 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Real Estate
Texas A&M University 1993 — 1997
BBA, Finance
Cypress Equities January 2015 - Present
Hudson Advisors, LLC September 2009 - May 2014
Jones Lang LaSalle April 2004 - February 2010
Banc of America Securities 1998 - 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Real Estate
Texas A&M University 1993 — 1997
BBA, Finance
Frank Garofalo's Banc of America Securities Experience January 2007 - January 2008
Job at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2010 - Present
BNP Paribas February 2008 - July 2010
Banc of America Securities January 2007 - January 2008
Still NYC 2007 - 2008
Deloitte June 2006 - January 2007
Skills
Structured Finance, Fixed Income, Derivatives, Securities Lending, Bloomberg, Capital Markets, Trading, Equities
Education
Saint Joseph's University 2002 — 2006
Bachelor, Finance / Economics
BNP Paribas July 2010 - Present
BNP Paribas February 2008 - July 2010
Banc of America Securities January 2007 - January 2008
Still NYC 2007 - 2008
Deloitte June 2006 - January 2007
Skills
Structured Finance, Fixed Income, Derivatives, Securities Lending, Bloomberg, Capital Markets, Trading, Equities
Education
Saint Joseph's University 2002 — 2006
Bachelor, Finance / Economics
Ed Schweitzer's Banc of America Securities Experience January 1996 - March 2005
Job Owner, EH Schweitzer & Associates, LLC
Industry Financial Services
Experience
EH Schweitzer & Associates, LLC March 2006 - Present
EH Schweitzer & Associates, LLC 2006 - Present
Banc of America Securities January 1996 - March 2005
Bankers Trust 1986 - 1996
Skills
Leveraged Finance, Capital Markets, Mergers, Venture Capital, Corporate Development, Investment Banking, Private Equity, Valuation, Corporate Finance, Investments, Fixed Income, Hedge Funds, LBO, Asset Managment, Alternative Investments, Start-ups, Financial Structuring, Business Development, Portfolio Management, Equities, Executive Management, Due Diligence, Emerging Markets, Financial Modeling, M&A experience
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Accounting and Finance
Stanford University 1972 — 1976
BA, Economics
EH Schweitzer & Associates, LLC March 2006 - Present
EH Schweitzer & Associates, LLC 2006 - Present
Banc of America Securities January 1996 - March 2005
Bankers Trust 1986 - 1996
Skills
Leveraged Finance, Capital Markets, Mergers, Venture Capital, Corporate Development, Investment Banking, Private Equity, Valuation, Corporate Finance, Investments, Fixed Income, Hedge Funds, LBO, Asset Managment, Alternative Investments, Start-ups, Financial Structuring, Business Development, Portfolio Management, Equities, Executive Management, Due Diligence, Emerging Markets, Financial Modeling, M&A experience
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Accounting and Finance
Stanford University 1972 — 1976
BA, Economics
Eugene Viti Jr.'s Banc of America Securities Experience 1998 - 2000
Job V.P. Head of Brokerage Operations Cetera Financial Group
Industry Financial Services
Experience
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
Alex Cabarcos's Banc of America Securities Experience January 2009 - March 2010
Job Global Rates and Currencies Technology Trading Risk Services, Americas
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
Banc of America Securities January 2009 - March 2010
Merrill Lynch June 1993 - January 2009
Education
Syracuse University 1988 — 1993
BS, Electrical Engineering
Bank of America Merrill Lynch April 2010 - Present
Banc of America Securities January 2009 - March 2010
Merrill Lynch June 1993 - January 2009
Education
Syracuse University 1988 — 1993
BS, Electrical Engineering
Lorna Austria's Banc of America Securities Experience December 2000 - August 2004
Job VP & Project Manager at East West Bank
Industry Banking
Experience
East West Bank October 2011 - April 2013
East West Bank formerly United Commercial Bank April 2006 - October 2011
Wells Fargo August 2004 - March 2006
Banc of America Securities December 2000 - August 2004
Education
Saint Mary's College of California 1982 — 1984
MBA, Emphasis in Finance
East West Bank October 2011 - April 2013
East West Bank formerly United Commercial Bank April 2006 - October 2011
Wells Fargo August 2004 - March 2006
Banc of America Securities December 2000 - August 2004
Education
Saint Mary's College of California 1982 — 1984
MBA, Emphasis in Finance
Gregg Smith's Banc of America Securities Experience 2000 - 2005
Job Partner/CIO at Edison Nation; Board of Directors, Edison Nation Medical; CoFounder, Moguls Mobile by Daymond John
Industry Consumer Services
Experience
Edison Nation / Edison Nation Medical January 2011 - Present
Moguls Mobile by Daymond John January 2014 - Present
Red Carpet Brands June 2014 - Present
Evolution Corporate Advisors LLC October 2007 - January 2011
PetCareRx.com 1999 - 2008
Cowen and Company June 2005 - September 2007
Banc of America Securities 2000 - 2005
JW Genesis Capital Markets (formerly Genesis Merchant Group) 1998 - 2000
Bear Stearns July 1992 - August 1994
Skills
Private Placements, Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Corporate Development, Equities, Investments
Education
Skidmore College 1988 — 1992
BS, Business
Dwight 1987 — 1988
Edison Nation / Edison Nation Medical January 2011 - Present
Moguls Mobile by Daymond John January 2014 - Present
Red Carpet Brands June 2014 - Present
Evolution Corporate Advisors LLC October 2007 - January 2011
PetCareRx.com 1999 - 2008
Cowen and Company June 2005 - September 2007
Banc of America Securities 2000 - 2005
JW Genesis Capital Markets (formerly Genesis Merchant Group) 1998 - 2000
Bear Stearns July 1992 - August 1994
Skills
Private Placements, Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Corporate Development, Equities, Investments
Education
Skidmore College 1988 — 1992
BS, Business
Dwight 1987 — 1988
Marcello Pantuliano's Banc of America Securities Experience June 2006 - July 2008
Job Golden Gate Capital
Industry Investment Management
Experience
Golden Gate Capital January 2009 - Present
Alesco Global Advisors August 2008 - January 2009
Banc of America Securities June 2006 - July 2008
Education
Stanford University 2002 — 2006
BS, Electrical Engineering
Golden Gate Capital January 2009 - Present
Alesco Global Advisors August 2008 - January 2009
Banc of America Securities June 2006 - July 2008
Education
Stanford University 2002 — 2006
BS, Electrical Engineering
Manó Tamas's Banc of America Securities Experience InsomniacFNX Limited1994 - 1997
Job UNIX Systems Administrator at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities InsomniacFNX Limited1994 - 1997
Education
Temple University 1983 — 1987
MBA, Finance
Temple University 1980 — 1983
BA, Economics
East Brunswick High School 1977 — 1980
HS, HS
Banc of America Securities InsomniacFNX Limited1994 - 1997
Education
Temple University 1983 — 1987
MBA, Finance
Temple University 1980 — 1983
BA, Economics
East Brunswick High School 1977 — 1980
HS, HS
Avi Ghosh's Banc of America Securities Experience October 2003 - February 2009
Job Analyst at BlueMar Capital
Industry Research
Experience
BlueMar Capital August 2012 - Present
Millennium Partners March 2011 - August 2012
Diamondback Capital March 2010 - February 2011
Pali Capital March 2009 - February 2010
Banc of America Securities October 2003 - February 2009
Banca Intesa July 2001 - September 2003
Goldman Sachs 1999 - 2001
Skills
Analysis, Asset Management, Equity Research, Financial Services, Investments, Financial Markets
Education
St. Lawrence University 1996 — 1999
B.A., Economics, Government, Math
LA MARTINIERE FOR BOYS 1982 — 1995
BlueMar Capital August 2012 - Present
Millennium Partners March 2011 - August 2012
Diamondback Capital March 2010 - February 2011
Pali Capital March 2009 - February 2010
Banc of America Securities October 2003 - February 2009
Banca Intesa July 2001 - September 2003
Goldman Sachs 1999 - 2001
Skills
Analysis, Asset Management, Equity Research, Financial Services, Investments, Financial Markets
Education
St. Lawrence University 1996 — 1999
B.A., Economics, Government, Math
LA MARTINIERE FOR BOYS 1982 — 1995
Paul Takats's Banc of America Securities Experience March 2005 - January 2009
Job Trader
Industry Financial Services
Experience
Deerfield Management March 2010 - Present
RBC Capital Markets March 2009 - March 2010
Banc of America Securities March 2005 - January 2009
Bank of America 2005 - 2009
Blumberg Capital 2004 - 2005
Bear Stearns March 2003 - February 2004
Goldman Sachs December 1992 - February 2003
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Fianance/Intl Finance
Stony Brook University 1985 — 1989
BA, Economics/Intl Economics
Deerfield Management March 2010 - Present
RBC Capital Markets March 2009 - March 2010
Banc of America Securities March 2005 - January 2009
Bank of America 2005 - 2009
Blumberg Capital 2004 - 2005
Bear Stearns March 2003 - February 2004
Goldman Sachs December 1992 - February 2003
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Fianance/Intl Finance
Stony Brook University 1985 — 1989
BA, Economics/Intl Economics
Steve Caltagirone, CFP®'s Banc of America Securities Experience 1998 - 2000
Job Client Advisor at Mission Wealth Management, LLC
Industry Financial Services
Experience
Mission Wealth Management, LLC 2013 - Present
Elmwood Wealth Management, Inc. 2012 - 2013
Osborne Partners Capital Management 2010 - 2012
Bingham, Osborn & Scarborough 2008 - 2009
Fisher Investments 2003 - 2008
Banc of America Securities 1998 - 2000
Montgomery Asset Management 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Saint Mary's College of California 1992 — 1995
BS, Finance
Mission Wealth Management, LLC 2013 - Present
Elmwood Wealth Management, Inc. 2012 - 2013
Osborne Partners Capital Management 2010 - 2012
Bingham, Osborn & Scarborough 2008 - 2009
Fisher Investments 2003 - 2008
Banc of America Securities 1998 - 2000
Montgomery Asset Management 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Saint Mary's College of California 1992 — 1995
BS, Finance
Allen Zebrowski's Banc of America Securities Experience May 1998 - April 2001
Job Le Grand Fromage at Vandelay Industries
Industry Investment Banking
Experience
Vandelay Industries March 2011 - Present
Wollborg/Michelson September 2007 - March 2008
BART September 2007 - March 2008
Wells Fargo April 2007 - August 2007
BART January 2007 - April 2007
Genentech August 2006 - September 2006
United Airlines January 2006 - June 2006
Edward Jones July 2005 - October 2005
Banc of America Securities May 1998 - April 2001
Montgomery Securities May 1993 - April 1998
Skills
Outlook, Microsoft Excel, Lotus Notes, Recruiting, Customer Service, Employee Relations, Management, Accounts Payable, Human Resources, PowerPoint, Market Research, Project Planning, Research, Forecasting, Sales, Event Management
Education
San Francisco State University
BS, Business
San Francisco Zen Center
Buddhism
Seton Hall University
BA, Psychology
Tse Chen Ling Tibetan Buddhist Center
Emptiness
Vandelay Industries March 2011 - Present
Wollborg/Michelson September 2007 - March 2008
BART September 2007 - March 2008
Wells Fargo April 2007 - August 2007
BART January 2007 - April 2007
Genentech August 2006 - September 2006
United Airlines January 2006 - June 2006
Edward Jones July 2005 - October 2005
Banc of America Securities May 1998 - April 2001
Montgomery Securities May 1993 - April 1998
Skills
Outlook, Microsoft Excel, Lotus Notes, Recruiting, Customer Service, Employee Relations, Management, Accounts Payable, Human Resources, PowerPoint, Market Research, Project Planning, Research, Forecasting, Sales, Event Management
Education
San Francisco State University
BS, Business
San Francisco Zen Center
Buddhism
Seton Hall University
BA, Psychology
Tse Chen Ling Tibetan Buddhist Center
Emptiness
Reshma Karipineni's Banc of America Securities Experience September 2004 - June 2006
Job Consultant
Industry Market Research
Experience
Market Research and Consulting July 2009 - Present
Education Pioneers June 2014 - August 2014
Pinnacle Ventures 2008 - 2008
Gilead Sciences June 2007 - September 2007
Banc of America Securities September 2004 - June 2006
Suffolk Capital Management September 2001 - September 2004
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Entrepreneurship, Emerging Markets, Corporate Development, Competitive Analysis, Business Strategy, Start-ups, Due Diligence, Portfolio Management, Financial Analysis, Investments, Mergers, Educational Leadership, Education, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2006 — 2008
M.B.A.
Yale University 1997 — 2001
B.S., Biomedical Engineering
Market Research and Consulting July 2009 - Present
Education Pioneers June 2014 - August 2014
Pinnacle Ventures 2008 - 2008
Gilead Sciences June 2007 - September 2007
Banc of America Securities September 2004 - June 2006
Suffolk Capital Management September 2001 - September 2004
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Entrepreneurship, Emerging Markets, Corporate Development, Competitive Analysis, Business Strategy, Start-ups, Due Diligence, Portfolio Management, Financial Analysis, Investments, Mergers, Educational Leadership, Education, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2006 — 2008
M.B.A.
Yale University 1997 — 2001
B.S., Biomedical Engineering
Peter O'Malley, CFA's Banc of America Securities Experience January 2005 - April 2008
Job Global Portfolio Trading and Americas Electronic Sales at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
Morgan Stanley June 2010 - April 2013
Goldman Sachs June 2008 - June 2010
Banc of America Securities January 2005 - April 2008
ITG March 2002 - January 2005
Skills
Fixed Income, Capital Markets, Electronic Trading, Hedge Funds, Financial Markets, Trading, Equities, Program Trading, Series 7, Trading Systems, Securities, Derivatives, Bloomberg, Equity Trading
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
BS, Finance
Bank of America April 2013 - Present
Morgan Stanley June 2010 - April 2013
Goldman Sachs June 2008 - June 2010
Banc of America Securities January 2005 - April 2008
ITG March 2002 - January 2005
Skills
Fixed Income, Capital Markets, Electronic Trading, Hedge Funds, Financial Markets, Trading, Equities, Program Trading, Series 7, Trading Systems, Securities, Derivatives, Bloomberg, Equity Trading
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
BS, Finance
H. Michael Miller's Banc of America Securities Experience 1996 - 1999
Job High Yield Bond & Leveraged Loan Sales at RBS Securities
Industry Financial Services
Experience
RBS Securities 2013 - Present
The PrinceRidge Group 2009 - 2012
CIBC World Markets 2004 - 2006
Banc One Capital Markets 2001 - 2004
ABN AMRO 1999 - 2001
Banc of America Securities 1996 - 1999
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Credit Analysis, Financial Analysis, Special Situations, Corporate Finance, Fixed Income, Distressed Debt, Corporate Credit, Management, Sales Management, Capital Markets, Sales, LBO, High Yield
Education
Temple University
BBA
Widener University
MBA
RBS Securities 2013 - Present
The PrinceRidge Group 2009 - 2012
CIBC World Markets 2004 - 2006
Banc One Capital Markets 2001 - 2004
ABN AMRO 1999 - 2001
Banc of America Securities 1996 - 1999
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Credit Analysis, Financial Analysis, Special Situations, Corporate Finance, Fixed Income, Distressed Debt, Corporate Credit, Management, Sales Management, Capital Markets, Sales, LBO, High Yield
Education
Temple University
BBA
Widener University
MBA
Mari Kawawa's Banc of America Securities Experience May 2000 - July 2001
Job Emotomy a division of Belvedere Advisors LLC
Industry Financial Services
Experience
Sophia LLC May 2010 - Present
Belvedere Advisors LLC May 2010 - Present
Wireless Glue Networks, Inc. October 2014 - Present
ZenPlay Organization May 2012 - Present
Acumen Capital Japan November 2009 - July 2012
Redwood Trust August 2005 - August 2009
INVESCO June 2002 - July 2005
Banc of America Securities May 2000 - July 2001
UBS Warburg November 2000 - March 2001
Paine Webber June 1997 - October 2000
Skills
Capital Markets, Investments, Structured Finance, Finance, Business Development, Investment Banking, Start-ups, Structured Products, Asset Management, Fixed Income, Entrepreneurship, Mergers & Acquisitions, Financial Services, Financial Structuring, Portfolio Management, Private Equity, Credit Derivatives, Funding, Investment Management, Investment Strategies, Project Finance, Venture Capital, Wealth Management, FX Options, Corporate Finance, Alternative Investments, Real Estate Economics, Energy, Asset, Capital Raising, Private Placements, Securitization
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, General Management
Sophia University 1983 — 1987
BA, English language
University of Tsukuba High School
Sophia LLC May 2010 - Present
Belvedere Advisors LLC May 2010 - Present
Wireless Glue Networks, Inc. October 2014 - Present
ZenPlay Organization May 2012 - Present
Acumen Capital Japan November 2009 - July 2012
Redwood Trust August 2005 - August 2009
INVESCO June 2002 - July 2005
Banc of America Securities May 2000 - July 2001
UBS Warburg November 2000 - March 2001
Paine Webber June 1997 - October 2000
Skills
Capital Markets, Investments, Structured Finance, Finance, Business Development, Investment Banking, Start-ups, Structured Products, Asset Management, Fixed Income, Entrepreneurship, Mergers & Acquisitions, Financial Services, Financial Structuring, Portfolio Management, Private Equity, Credit Derivatives, Funding, Investment Management, Investment Strategies, Project Finance, Venture Capital, Wealth Management, FX Options, Corporate Finance, Alternative Investments, Real Estate Economics, Energy, Asset, Capital Raising, Private Placements, Securitization
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, General Management
Sophia University 1983 — 1987
BA, English language
University of Tsukuba High School
Geneva Paul's Banc of America Securities Experience 2003 - 2006
Job Accounting Specialist at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors Communications OfficerBlack Alumnae of Smith College2006 - 2009
Banc of America Securities 2003 - 2006
Education
Smith College
Prudential Real Estate Investors Communications OfficerBlack Alumnae of Smith College2006 - 2009
Banc of America Securities 2003 - 2006
Education
Smith College
Paul A. Barta, CPA's Banc of America Securities Experience January 1988 - February 2000
Job Consultant at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals 2002 - Present
Joshua Louis Animal Cancer Foundation 2010 - Present
Epoch Partners March 2000 - October 2001
Banc of America Securities January 1988 - February 2000
Skills
Process Improvement, SEC filings, Accounting, Series 7, Series 63, Management Consulting, Internal Controls, Visio, IFRS, Financial Analysis, Finance, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Reporting, Financial Audits, Financial Modeling, Business Process..., Acquisition Integration, Internal Audit, SEC Filings, Mergers & Acquisitions
Education
San Francisco State University
Business, Accounting
Resources Global Professionals 2002 - Present
Joshua Louis Animal Cancer Foundation 2010 - Present
Epoch Partners March 2000 - October 2001
Banc of America Securities January 1988 - February 2000
Skills
Process Improvement, SEC filings, Accounting, Series 7, Series 63, Management Consulting, Internal Controls, Visio, IFRS, Financial Analysis, Finance, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Reporting, Financial Audits, Financial Modeling, Business Process..., Acquisition Integration, Internal Audit, SEC Filings, Mergers & Acquisitions
Education
San Francisco State University
Business, Accounting
Ibrahim Al-Hajjaj's Banc of America Securities Experience 1998 - 2000
Job Sr. Database Administrator at CDI IT Solutions / IBM
Industry Information Technology and Services
Experience
CDI IT Solutions / IBM August 2009 - Present
Barclays Global Investors August 2007 - March 2009
IBM Professional Services 2004 - 2007
Investors Bank & Trust 2001 - 2004
Banc of America Securities 1998 - 2000
InPower INC 1997 - 1998
Providian Home Loans 1995 - 1998
Barclays Global Investors 1995 - 1996
Education
San Francisco State University 1984 — 1989
BS, Computer Science
CDI IT Solutions / IBM August 2009 - Present
Barclays Global Investors August 2007 - March 2009
IBM Professional Services 2004 - 2007
Investors Bank & Trust 2001 - 2004
Banc of America Securities 1998 - 2000
InPower INC 1997 - 1998
Providian Home Loans 1995 - 1998
Barclays Global Investors 1995 - 1996
Education
San Francisco State University 1984 — 1989
BS, Computer Science
Howard Feldman's Banc of America Securities Experience April 2003 - February 2009
Job at BTIG
Industry Financial Services
Experience
BTIG March 2009 - Present
Banc of America Securities April 2003 - February 2009
Goldman Sachs September 2002 - April 2003
Spear, Leeds and Kellogg December 1997 - September 2002
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Fidessa, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
BS, Finance
BTIG March 2009 - Present
Banc of America Securities April 2003 - February 2009
Goldman Sachs September 2002 - April 2003
Spear, Leeds and Kellogg December 1997 - September 2002
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Fidessa, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
BS, Finance
Jordan Schweon's Banc of America Securities Experience 1990 - 1997
Job Global Relationship Manager at Intesa Sanpaolo
Industry Financial Services
Experience
Intesa Sanpaolo 2013 - Present
Moody's Analytics 2011 - 2013
HFP Capital 2009 - 2010
BNP Paribas 2004 - 2009
Citigroup 1997 - 2003
Bank of America 1990 - 1997
Banc of America Securities 1990 - 1997
Continental Bank 1990 - 1993
Price Waterhouse 1983 - 1988
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Structuring, Valuation, Structured Finance, Financial Modeling, High Yield, Leveraged Finance, Credit Analysis, Syndications, Equities, Private Equity, Portfolio Management, Investments, Financial Analysis, Due Diligence, Asset Managment, LBO, Credit
Education
The University of Chicago 1988 — 1990
MBA, Finance
Temple University 1979 — 1983
BA, Accounting
Intesa Sanpaolo 2013 - Present
Moody's Analytics 2011 - 2013
HFP Capital 2009 - 2010
BNP Paribas 2004 - 2009
Citigroup 1997 - 2003
Bank of America 1990 - 1997
Banc of America Securities 1990 - 1997
Continental Bank 1990 - 1993
Price Waterhouse 1983 - 1988
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Structuring, Valuation, Structured Finance, Financial Modeling, High Yield, Leveraged Finance, Credit Analysis, Syndications, Equities, Private Equity, Portfolio Management, Investments, Financial Analysis, Due Diligence, Asset Managment, LBO, Credit
Education
The University of Chicago 1988 — 1990
MBA, Finance
Temple University 1979 — 1983
BA, Accounting
Peter Yarema's Banc of America Securities Experience February 1999 - July 2005
Job Vice President at Union Bank, N.A.
Industry Banking
Experience
Union Bank, N.A. November 2009 - Present
Federal Home Loan Bank of San Francisco November 2005 - October 2009
Banc of America Securities February 1999 - July 2005
Ford Motor Credit Company March 1992 - February 1999
Skills
Credit Analysis, Credit Risk, Portfolio Management, Credit, Loans, Financial Risk, Financial Reporting, Banking, Capital Markets, Financial Analysis, Risk Management, Commercial Lending, Financial Services, Financial Modeling, Management, Treasury Management, Finance
Education
Seton Hall University 1987 — 1991
BS, Finance
Union Bank, N.A. November 2009 - Present
Federal Home Loan Bank of San Francisco November 2005 - October 2009
Banc of America Securities February 1999 - July 2005
Ford Motor Credit Company March 1992 - February 1999
Skills
Credit Analysis, Credit Risk, Portfolio Management, Credit, Loans, Financial Risk, Financial Reporting, Banking, Capital Markets, Financial Analysis, Risk Management, Commercial Lending, Financial Services, Financial Modeling, Management, Treasury Management, Finance
Education
Seton Hall University 1987 — 1991
BS, Finance
Jack Ferrell, CFA's Banc of America Securities Experience July 1997 - September 2002
Job Director at ORIX Corporate Capital
Industry Investment Management
Experience
ORIX Corporate Capital May 2014 - Present
ORIX Corporate Capital June 2012 - April 2014
Pyxis Capital, L.P. April 2008 - February 2011
Highland Capital Management July 2003 - March 2008
Banc of America Securities July 1997 - September 2002
Skills
High Yield, Valuation, Fixed Income, Equities, Leveraged Finance, Special Situations, Credit Analysis, Capital Markets, Portfolio Management, Corporate Finance, Due Diligence, Industry Analysis, Financial Modeling, Deal Structuring, LBO, Buy-side
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
MBA, Finance, Entrepreneurship
Texas A&M University 1986 — 1990
BBA, Accounting
ORIX Corporate Capital May 2014 - Present
ORIX Corporate Capital June 2012 - April 2014
Pyxis Capital, L.P. April 2008 - February 2011
Highland Capital Management July 2003 - March 2008
Banc of America Securities July 1997 - September 2002
Skills
High Yield, Valuation, Fixed Income, Equities, Leveraged Finance, Special Situations, Credit Analysis, Capital Markets, Portfolio Management, Corporate Finance, Due Diligence, Industry Analysis, Financial Modeling, Deal Structuring, LBO, Buy-side
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
MBA, Finance, Entrepreneurship
Texas A&M University 1986 — 1990
BBA, Accounting
Manuella De Barros's Banc of America Securities Experience September 2008 - March 2013
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
Banc of America Securities September 2008 - March 2013
UBS Investment Bank July 2004 - June 2008
Morgan Stanley October 2003 - May 2004
Skills
Fixed Income, Financial Modeling, Investment Banking, Derivatives, Series 7, Series 63, Bonds, Due Diligence, Banking, Finance, Project Finance, FINRA
Education
Skidmore College
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
Banc of America Securities September 2008 - March 2013
UBS Investment Bank July 2004 - June 2008
Morgan Stanley October 2003 - May 2004
Skills
Fixed Income, Financial Modeling, Investment Banking, Derivatives, Series 7, Series 63, Bonds, Due Diligence, Banking, Finance, Project Finance, FINRA
Education
Skidmore College
Jeff Susman's Banc of America Securities Experience April 1997 - April 2000
Job Chief Credit Risk Officer Corporate & Investment Banking at BBVA Compass
Industry Financial Services
Experience
BBVA Compass May 2009 - Present
Bank of America April 2002 - February 2009
Bank of America April 2000 - April 2002
Banc of America Securities April 1997 - April 2000
NationsBank August 1988 - April 1997
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Biology
Greenhill School 1972 — 1982
BBVA Compass May 2009 - Present
Bank of America April 2002 - February 2009
Bank of America April 2000 - April 2002
Banc of America Securities April 1997 - April 2000
NationsBank August 1988 - April 1997
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Biology
Greenhill School 1972 — 1982
Bill McLeod's Banc of America Securities Experience May 1999 - June 2003
Job CoHead of Equity Capital Markets at Stifel
Industry Investment Banking
Experience
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Nancy Fucci's Banc of America Securities Experience 2007 - 2009
Job Roadshow Coordinator at Barclays Capital
Industry Marketing and Advertising
Experience
Barclays Capital September 2009 - Present
Banc of America Securities 2007 - 2009
Education
Seton Hall University 1999 — 2003
BS, Business Administration
Barclays Capital September 2009 - Present
Banc of America Securities 2007 - 2009
Education
Seton Hall University 1999 — 2003
BS, Business Administration
Jerald Jubulis's Banc of America Securities Experience May 2007 - January 2009
Job Secondary Marketing
Industry Investment Banking
Experience
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) March 2014 - Present
Greystone Servicing Corporation, Inc. July 2010 - September 2012
Banc of America Securities May 2007 - January 2009
Bank of America January 2001 - May 2007
Bank of America March 1999 - December 2000
Bank of America February 1997 - February 1999
Skills
Loans
Education
State University of New York College at Buffalo 1994 — 1996
Bachelor of Science, Business Administration
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) March 2014 - Present
Greystone Servicing Corporation, Inc. July 2010 - September 2012
Banc of America Securities May 2007 - January 2009
Bank of America January 2001 - May 2007
Bank of America March 1999 - December 2000
Bank of America February 1997 - February 1999
Skills
Loans
Education
State University of New York College at Buffalo 1994 — 1996
Bachelor of Science, Business Administration
Jon Greenfield's Banc of America Securities Experience August 1999 - April 2004
Job Senior Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2004 - Present
Banc of America Securities August 1999 - April 2004
Arthur Andersen August 1993 - August 1997
Skills
Alternative Investments, Investments, Financial Modeling, Private Equity, Financial Analysis, Series 7, Strategic Planning, Wealth Management, REIT, Mergers, Acquisitions, Tender Offers, Retirement Planning, 401k Rollovers, IPO, Asset Managment, Asset Allocation, Estate Planning, Derivatives
Education
University of California, Berkeley 1997 — 1999
MBA, Finance
Santa Clara University 1989 — 1993
BS, Business - Accounting
Morgan Stanley Smith Barney April 2004 - Present
Banc of America Securities August 1999 - April 2004
Arthur Andersen August 1993 - August 1997
Skills
Alternative Investments, Investments, Financial Modeling, Private Equity, Financial Analysis, Series 7, Strategic Planning, Wealth Management, REIT, Mergers, Acquisitions, Tender Offers, Retirement Planning, 401k Rollovers, IPO, Asset Managment, Asset Allocation, Estate Planning, Derivatives
Education
University of California, Berkeley 1997 — 1999
MBA, Finance
Santa Clara University 1989 — 1993
BS, Business - Accounting
Michele Levrant Bernstein's Banc of America Securities Experience March 2001 - June 2009
Job Vice President, Supervisory Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company September 2011 - Present
Keefe, Bruyette & Woods November 2009 - September 2011
Banc of America Securities March 2001 - June 2009
Self Employed 1997 - 2001
Montgomery Securities 1996 - 1997
S.G.Warburg 1992 - 1995
Cowen and Company 1991 - 1992
Education
Stony Brook University
Bachelor of Arts
Cowen and Company September 2011 - Present
Keefe, Bruyette & Woods November 2009 - September 2011
Banc of America Securities March 2001 - June 2009
Self Employed 1997 - 2001
Montgomery Securities 1996 - 1997
S.G.Warburg 1992 - 1995
Cowen and Company 1991 - 1992
Education
Stony Brook University
Bachelor of Arts
Edwin Pacis's Banc of America Securities Experience January 1997 - October 2003
Job at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2010 - Present
Wells Fargo Bank December 2003 - March 2010
Wells Fargo Bank November 2003 - March 2010
Banc of America Securities January 1997 - October 2003
Education
San Francisco State University, College of Business 1987 — 1990
BSBA, Banking and Finance
Lourdes School Quezon City
Wells Fargo Bank March 2010 - Present
Wells Fargo Bank December 2003 - March 2010
Wells Fargo Bank November 2003 - March 2010
Banc of America Securities January 1997 - October 2003
Education
San Francisco State University, College of Business 1987 — 1990
BSBA, Banking and Finance
Lourdes School Quezon City
Louisa Ritter's Banc of America Securities Experience 1998 - 2000
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2001 - 2014
Banc of America Securities 1998 - 2000
Montgomery Securities 1990 - 1998
Skills
Mergers & Acquisitions, Valuation, Strategic Planning, Venture Capital, Investment Banking, Private Equity, Hedge Funds, Capital Markets, Financial Modeling, Corporate Development, Investments
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
Yale University 1981 — 1985
BA, Economics & Political Science
Goldman Sachs 2001 - 2014
Banc of America Securities 1998 - 2000
Montgomery Securities 1990 - 1998
Skills
Mergers & Acquisitions, Valuation, Strategic Planning, Venture Capital, Investment Banking, Private Equity, Hedge Funds, Capital Markets, Financial Modeling, Corporate Development, Investments
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
Yale University 1981 — 1985
BA, Economics & Political Science
Vanessa Iorio's Banc of America Securities Experience March 2010 - April 2014
Job HR Manager at Bank of America
Industry Investment Banking
Experience
Bank of America May 2014 - Present
Banc of America Securities March 2010 - April 2014
Bank of America September 2006 - February 2010
Citi June 2004 - August 2006
Skills
Portfolio Management, Banking, Investment Banking, Finance, Fixed Income, Talent Acquisition, Performance Management, Equities, Capital Markets, Applicant Tracking..., Recruiting, Series 7, Budgets
Education
Stony Brook University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Bank of America May 2014 - Present
Banc of America Securities March 2010 - April 2014
Bank of America September 2006 - February 2010
Citi June 2004 - August 2006
Skills
Portfolio Management, Banking, Investment Banking, Finance, Fixed Income, Talent Acquisition, Performance Management, Equities, Capital Markets, Applicant Tracking..., Recruiting, Series 7, Budgets
Education
Stony Brook University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Chad Patton's Banc of America Securities Experience 1998 - 2004
Job Executive Vice President at Nationstar Mortgage
Industry Venture Capital & Private Equity
Experience
Nationstar Mortgage September 2013 - Present
Lone Star Funds 2011 - September 2013
Hudson Advisors, LLC / Lone Star Funds June 2008 - 2011
Aegis Mortgage September 2004 - June 2008
Banc of America Securities 1998 - 2004
Guaranty bank 1994 - 1997
Skills
Portfolio Management, Investment Banking, Funding, Loans, Underwriting
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
Southern Methodist University 1990 — 1994
Economics, Finance, Accounting
Nationstar Mortgage September 2013 - Present
Lone Star Funds 2011 - September 2013
Hudson Advisors, LLC / Lone Star Funds June 2008 - 2011
Aegis Mortgage September 2004 - June 2008
Banc of America Securities 1998 - 2004
Guaranty bank 1994 - 1997
Skills
Portfolio Management, Investment Banking, Funding, Loans, Underwriting
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
Southern Methodist University 1990 — 1994
Economics, Finance, Accounting
Carlo Vicino's Banc of America Securities Experience 1997 - 2000
Job Senior Software Developer at Rainmaker
Industry Computer Software
Experience
Rainmaker April 2013 - Present
ARES Project Management LLC March 2011 - April 2013
Institute of Reading Development May 2010 - September 2010
Rainmaker Systems, Inc. 2007 - 2009
Levi Strauss & Co. August 2006 - September 2006
United BioSource Corporation September 2005 - January 2006
Corporate Relocation Services 2004 - 2005
Independent ASP.NET Development December 2003 - April 2004
Etrade Financial 2000 - 2003
Banc of America Securities 1997 - 2000
Education
San Francisco State University
B.S., Business Administration, Computer Information Systems
Rainmaker April 2013 - Present
ARES Project Management LLC March 2011 - April 2013
Institute of Reading Development May 2010 - September 2010
Rainmaker Systems, Inc. 2007 - 2009
Levi Strauss & Co. August 2006 - September 2006
United BioSource Corporation September 2005 - January 2006
Corporate Relocation Services 2004 - 2005
Independent ASP.NET Development December 2003 - April 2004
Etrade Financial 2000 - 2003
Banc of America Securities 1997 - 2000
Education
San Francisco State University
B.S., Business Administration, Computer Information Systems
Vivek Sankaran's Banc of America Securities Experience June 2004 - June 2006
Job ACAM
Industry Financial Services
Experience
ACAM January 2015 - Present
IREO June 2011 - January 2015
Temasek Holdings 2006 - 2009
Banc of America Securities June 2004 - June 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Stanford University 2001 — 2004
BA, Economics
ACAM January 2015 - Present
IREO June 2011 - January 2015
Temasek Holdings 2006 - 2009
Banc of America Securities June 2004 - June 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Stanford University 2001 — 2004
BA, Economics
Bennett Vig's Banc of America Securities Experience 2000 - 2001
Job Executive Director at RoundRock Capital Management
Industry Investment Management
Experience
RoundRock Capital Management August 2009 - Present
Swank Capital, LLC June 2003 - June 2009
JP Morgan Chase April 2001 - May 2002
Banc of America Securities 2000 - 2001
Skills
Fundamental Equity..., Hedge Funds, Equity Valuation, Economics, Portfolio Management, Financial Modeling, Investments, Due Diligence, Commodity, Alternative Investments, Research, Investment Strategies, Investment Banking, Financial Markets
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Richmond 1989 — 1993
Bachelor of Arts (BA), Economics and History
St. Mark's School of Texas 1977 — 1989
High School
RoundRock Capital Management August 2009 - Present
Swank Capital, LLC June 2003 - June 2009
JP Morgan Chase April 2001 - May 2002
Banc of America Securities 2000 - 2001
Skills
Fundamental Equity..., Hedge Funds, Equity Valuation, Economics, Portfolio Management, Financial Modeling, Investments, Due Diligence, Commodity, Alternative Investments, Research, Investment Strategies, Investment Banking, Financial Markets
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Richmond 1989 — 1993
Bachelor of Arts (BA), Economics and History
St. Mark's School of Texas 1977 — 1989
High School
Christopher Laserinko's Banc of America Securities Experience April 2007 - October 2008
Job Senior Valuation Analyst at CBIZ
Industry Financial Services
Experience
CBIZ January 2014 - Present
Atlas Capital January 2010 - September 2013
Nancy Chambers Underwood Endowment Fund August 2012 - June 2013
BNP Paribas Prime Brokerage October 2008 - June 2009
Banc of America Securities April 2007 - October 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Financial Statement..., Valuation, Investment Banking, Equity Research, Finance, Investments, Analysis, Equities, Portfolio Management, Securities, Financial Accounting, M&A analysis, Bloomberg, Option Pricing Models, Monte Carlo Simulation, Stochastic Simulation, Credit Derivatives, Financial Reporting, Business Valuation, Trade Operations, Middle Office, Back Office, Trade Settlement, Hedge Accounting, Modern Portfolio Theory, Strategy, Capital Markets, Corporate Finance, Financial Markets, Management, Equity Capital Markets, Purchase Price..., Financial Statements, Capital IQ, DCF, Equity Valuation, Bloomberg Terminal, Derivatives, Fixed Income, Investment Management, Financial Services, LBO, Mergers & Acquisitions, Asset Management, Accounting, Options, Alternative Investments
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of North Texas 2005 — 2007
Bachelor's degree, Political Science and Government
University of North Texas 2002 — 2005
Bachelor's degree, English Language and Literature, General
Jesuit College Preparatory of Dallas 1997 — 2001
CBIZ January 2014 - Present
Atlas Capital January 2010 - September 2013
Nancy Chambers Underwood Endowment Fund August 2012 - June 2013
BNP Paribas Prime Brokerage October 2008 - June 2009
Banc of America Securities April 2007 - October 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Financial Statement..., Valuation, Investment Banking, Equity Research, Finance, Investments, Analysis, Equities, Portfolio Management, Securities, Financial Accounting, M&A analysis, Bloomberg, Option Pricing Models, Monte Carlo Simulation, Stochastic Simulation, Credit Derivatives, Financial Reporting, Business Valuation, Trade Operations, Middle Office, Back Office, Trade Settlement, Hedge Accounting, Modern Portfolio Theory, Strategy, Capital Markets, Corporate Finance, Financial Markets, Management, Equity Capital Markets, Purchase Price..., Financial Statements, Capital IQ, DCF, Equity Valuation, Bloomberg Terminal, Derivatives, Fixed Income, Investment Management, Financial Services, LBO, Mergers & Acquisitions, Asset Management, Accounting, Options, Alternative Investments
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of North Texas 2005 — 2007
Bachelor's degree, Political Science and Government
University of North Texas 2002 — 2005
Bachelor's degree, English Language and Literature, General
Jesuit College Preparatory of Dallas 1997 — 2001
Alan Carey's Banc of America Securities Experience December 2000 - October 2004
Job Data Architect at Pine River Capital Management
Industry Information Technology and Services
Experience
Pine River Capital Management September 2014 - Present
Charles Schwab January 2012 - May 2014
TEKsystems September 2010 - January 2012
BlackRock December 2009 - May 2010
Barclays Global Investors December 2006 - December 2009
Bank of America May 2005 - July 2006
Goldman Sachs November 2004 - May 2005
Banc of America Securities December 2000 - October 2004
iXL July 1998 - December 2000
CyberSafe May 1990 - July 1998
Skills
Data Modeling, Databases, Oracle, Data Integration, Business Intelligence, DB2, SDLC, Enterprise Software, ETL, Relational Databases, Data Warehousing, Enterprise Architecture, Data Architecture, Data Warehouse..., Erwin
Education
Sonoma State University 1988 — 1990
BS, Computer Science
Pine River Capital Management September 2014 - Present
Charles Schwab January 2012 - May 2014
TEKsystems September 2010 - January 2012
BlackRock December 2009 - May 2010
Barclays Global Investors December 2006 - December 2009
Bank of America May 2005 - July 2006
Goldman Sachs November 2004 - May 2005
Banc of America Securities December 2000 - October 2004
iXL July 1998 - December 2000
CyberSafe May 1990 - July 1998
Skills
Data Modeling, Databases, Oracle, Data Integration, Business Intelligence, DB2, SDLC, Enterprise Software, ETL, Relational Databases, Data Warehousing, Enterprise Architecture, Data Architecture, Data Warehouse..., Erwin
Education
Sonoma State University 1988 — 1990
BS, Computer Science
Mark Lauria's Banc of America Securities Experience August 2006 - May 2007
Job Senior Associate at PricewaterhouseCoopers
Industry Legal Services
Experience
PricewaterhouseCoopers July 2015 - Present
Morgan Stanley February 2013 - July 2015
Autarky Consulting, Inc. August 2012 - January 2013
Direct Edge September 2011 - August 2012
MetLife May 2011 - July 2011
State of New Jersey Office of the Attorney General January 2011 - April 2011
FINRA May 2010 - August 2010
Deutsche Bank May 2007 - June 2009
Banc of America Securities August 2006 - May 2007
Skills
Securities, Legal Research, Legal Writing, Equities, Corporate Law, Word, Compliance, Securities Law, Microsoft Office, Derivatives, Excel, Mediation, Securities Regulation, Westlaw, Litigation, Civil Litigation, Microsoft Word
Education
Seton Hall University School of Law 2009 — 2012
J.D.
Saint Louis University 2002 — 2006
Bachelor of Science, Economics, Biology minor
Monsignor Farrell High School 1998 — 2002
High School
PricewaterhouseCoopers July 2015 - Present
Morgan Stanley February 2013 - July 2015
Autarky Consulting, Inc. August 2012 - January 2013
Direct Edge September 2011 - August 2012
MetLife May 2011 - July 2011
State of New Jersey Office of the Attorney General January 2011 - April 2011
FINRA May 2010 - August 2010
Deutsche Bank May 2007 - June 2009
Banc of America Securities August 2006 - May 2007
Skills
Securities, Legal Research, Legal Writing, Equities, Corporate Law, Word, Compliance, Securities Law, Microsoft Office, Derivatives, Excel, Mediation, Securities Regulation, Westlaw, Litigation, Civil Litigation, Microsoft Word
Education
Seton Hall University School of Law 2009 — 2012
J.D.
Saint Louis University 2002 — 2006
Bachelor of Science, Economics, Biology minor
Monsignor Farrell High School 1998 — 2002
High School
Karen Pittman's Banc of America Securities Experience October 2000 - September 2006
Job Director of Operations at Hayman Capital Management, L.P.
Industry Investment Management
Experience
Hayman Capital Management, L.P. April 2011 - Present
Armadillo Capital, L.P. May 2007 - March 2011
HBK Capital Management December 2006 - May 2007
Banc of America Securities October 2000 - September 2006
Fidelity Investments June 1998 - October 2000
Education
Texas A&M University 1988 — 1992
B.S., Political Science
Hayman Capital Management, L.P. April 2011 - Present
Armadillo Capital, L.P. May 2007 - March 2011
HBK Capital Management December 2006 - May 2007
Banc of America Securities October 2000 - September 2006
Fidelity Investments June 1998 - October 2000
Education
Texas A&M University 1988 — 1992
B.S., Political Science
Stephen Goldfarb's Banc of America Securities Experience 2007 - 2009
Job Director, Corporate Strategies and Special Projects at Memorial Resource Development Corp.
Industry Oil & Energy
Experience
Memorial Resource Development Corp. January 2015 - Present
Memorial Resource Development Corp. July 2014 - January 2015
Memorial Resource Development LLC January 2014 - June 2014
Memorial Resource Development LLC July 2013 - December 2013
Stanford Graduate School of Business August 2011 - June 2013
Natural Gas Partners June 2009 - July 2011
Banc of America Securities 2007 - 2009
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Investments, Mergers & Acquisitions, Entrepreneurship, Data Analysis, Strategy, Business Strategy, Bloomberg, Competitive Analysis, Strategic Planning, Capital IQ, Equities, Economics, Emerging Markets
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration (BBA), Finance / Business Honors
Memorial Resource Development Corp. January 2015 - Present
Memorial Resource Development Corp. July 2014 - January 2015
Memorial Resource Development LLC January 2014 - June 2014
Memorial Resource Development LLC July 2013 - December 2013
Stanford Graduate School of Business August 2011 - June 2013
Natural Gas Partners June 2009 - July 2011
Banc of America Securities 2007 - 2009
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Investments, Mergers & Acquisitions, Entrepreneurship, Data Analysis, Strategy, Business Strategy, Bloomberg, Competitive Analysis, Strategic Planning, Capital IQ, Equities, Economics, Emerging Markets
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration (BBA), Finance / Business Honors
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS