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.
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Banc of America Securities Employees
Employee
Years
Job
Industry
Benjamin Selzer Benjamin Selzer's Banc of America Securities Experience June 2002 - June 2004
Job Vice President of Finance at Schweiger Dermatology Group
Industry Pharmaceuticals
Experience
Schweiger Dermatology Vice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologySenior Vice President of Product DevelopmentClear ClinicJune 2013 - December 2014
TONIX Pharmaceuticals Holding Corp. January 2011 - October 2012
Aton Pharma, Inc. April 2008 - May 2009
Reliant Pharmaceuticals June 2004 - March 2008
Banc of America Securities June 2002 - June 2004
Lehman Brothers April 2000 - June 2002
Warburg Dillon Read June 1999 - April 2000
Skills
Business Development, Pharmaceutical Industry, Clinical Trials, Biotechnology, Oncology, Regulatory Affairs, Lifesciences, Clinical Development, Technology Transfer, Clinical Research, Drug Development, Medical Devices, Strategic Planning, FDA, Commercialization
Education
The Johns Hopkins University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Rye Country Day School 1992 — 1995
Schweiger Dermatology Vice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologySenior Vice President of Product DevelopmentClear ClinicJune 2013 - December 2014
TONIX Pharmaceuticals Holding Corp. January 2011 - October 2012
Aton Pharma, Inc. April 2008 - May 2009
Reliant Pharmaceuticals June 2004 - March 2008
Banc of America Securities June 2002 - June 2004
Lehman Brothers April 2000 - June 2002
Warburg Dillon Read June 1999 - April 2000
Skills
Business Development, Pharmaceutical Industry, Clinical Trials, Biotechnology, Oncology, Regulatory Affairs, Lifesciences, Clinical Development, Technology Transfer, Clinical Research, Drug Development, Medical Devices, Strategic Planning, FDA, Commercialization
Education
The Johns Hopkins University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Rye Country Day School 1992 — 1995
Jonathan Van Gorp Jonathan Van Gorp's Banc of America Securities Experience August 2006 - March 2009
Job Director at Stanford Management Company
Industry Investment Management
Experience
Stanford Management Company August 2012 - Present
Stanford Management Company May 2009 - August 2012
Banc of America Securities August 2006 - March 2009
Skills
Portfolio Management, Investments, Strategy, Management, Budgets, Investment Properties, Valuation, Private Equity, Alternative Investments, Financial Modeling, Negotiation, Asset Management, Acquisitions, Due Diligence, Equities, Investment Banking, Hedge Funds, Capital Markets, Corporate Finance
Education
The University of Georgia 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Stanford Management Company August 2012 - Present
Stanford Management Company May 2009 - August 2012
Banc of America Securities August 2006 - March 2009
Skills
Portfolio Management, Investments, Strategy, Management, Budgets, Investment Properties, Valuation, Private Equity, Alternative Investments, Financial Modeling, Negotiation, Asset Management, Acquisitions, Due Diligence, Equities, Investment Banking, Hedge Funds, Capital Markets, Corporate Finance
Education
The University of Georgia 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Mark McCall Mark McCall's Banc of America Securities Experience 1996 - 1999
Job Chief Financial Officer at Global Lending Services LLC
Industry Financial Services
Experience
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Rachel Ellingson Rachel Ellingson's Banc of America Securities Experience March 2005 - June 2008
Job Vice President, Global Communications
Industry Medical Devices
Experience
St. Jude Medical July 2014 - Present
St. Jude Medical September 2012 - July 2014
St. Jude Medical October 2011 - September 2012
St. Jude Medical February 2011 - October 2011
AGA Medical December 2009 - February 2011
Vascular Solutions March 2009 - December 2009
Banc of America Securities March 2005 - June 2008
Cowen and Company January 2000 - March 2005
Advest, Inc. August 1993 - January 2000
Skills
Business Development, Healthcare, Business Strategy, Investment Banking, Medical Devices, Investor Relations, Mergers & Acquisitions, Start-ups, Corporate Communications, Management, Corporate Development, Cross-functional Team..., Strategy, Competitive Analysis, Financial Modeling
Education
University of Rhode Island 1987 — 1991
BA
University of Rhode Island 1987 — 1991
The University of Connecticut School of Business
MBA, Finance
St. Jude Medical July 2014 - Present
St. Jude Medical September 2012 - July 2014
St. Jude Medical October 2011 - September 2012
St. Jude Medical February 2011 - October 2011
AGA Medical December 2009 - February 2011
Vascular Solutions March 2009 - December 2009
Banc of America Securities March 2005 - June 2008
Cowen and Company January 2000 - March 2005
Advest, Inc. August 1993 - January 2000
Skills
Business Development, Healthcare, Business Strategy, Investment Banking, Medical Devices, Investor Relations, Mergers & Acquisitions, Start-ups, Corporate Communications, Management, Corporate Development, Cross-functional Team..., Strategy, Competitive Analysis, Financial Modeling
Education
University of Rhode Island 1987 — 1991
BA
University of Rhode Island 1987 — 1991
The University of Connecticut School of Business
MBA, Finance
Calvin Turner Calvin Turner's Banc of America Securities Experience August 2010 - April 2011
Job at Texas Instruments
Industry Computer Hardware
Experience
Texas Instruments May 2011 - Present
Banc of America Securities August 2010 - April 2011
Hewlett-Packard July 2004 - February 2010
IBM February 2004 - May 2004
Philmont Scout Ranch, Boy Scouts of America May 2002 - August 2002
Skills
Perl, Verilog, C++, VHDL, C, Java, Bash, Code Composer Studio, SystemVerilog, ModelSim, Unix, Linux, UML, Android, Eclipse, SystemC, Subversion, HTML, XML, SQLite, GNU Make, Win32, MFC, Rhapsody CASE, Wind River Tornado RTOS, GCC, Visual Studio 2003, Motorola Hardware (6812), Intel 8051, Altera Stratix FPGA, Xilinx Spartan FPGAs, OVM, Cadence Incisive, Cadence HAL, Novas nLint, HSPICE, Sun Grid Engine, HMS, assembly (c6x, ARMv7), Raspberry Pi, Beaglebone, Specman, Cadsoft Eagle, Functional Verification, SoC, Digital Signal..., Computer Architecture, FPGA, SPICE
Education
The University of Texas at Dallas 2008 — 2011
M.S., Computer Engineering
The University of Texas at Austin 2000 — 2004
B.S., Electrical and Computer Engineering
Texas Instruments May 2011 - Present
Banc of America Securities August 2010 - April 2011
Hewlett-Packard July 2004 - February 2010
IBM February 2004 - May 2004
Philmont Scout Ranch, Boy Scouts of America May 2002 - August 2002
Skills
Perl, Verilog, C++, VHDL, C, Java, Bash, Code Composer Studio, SystemVerilog, ModelSim, Unix, Linux, UML, Android, Eclipse, SystemC, Subversion, HTML, XML, SQLite, GNU Make, Win32, MFC, Rhapsody CASE, Wind River Tornado RTOS, GCC, Visual Studio 2003, Motorola Hardware (6812), Intel 8051, Altera Stratix FPGA, Xilinx Spartan FPGAs, OVM, Cadence Incisive, Cadence HAL, Novas nLint, HSPICE, Sun Grid Engine, HMS, assembly (c6x, ARMv7), Raspberry Pi, Beaglebone, Specman, Cadsoft Eagle, Functional Verification, SoC, Digital Signal..., Computer Architecture, FPGA, SPICE
Education
The University of Texas at Dallas 2008 — 2011
M.S., Computer Engineering
The University of Texas at Austin 2000 — 2004
B.S., Electrical and Computer Engineering
Ali Vahabzadeh Ali Vahabzadeh's Banc of America Securities Experience 2002 - 2007
Job Founder & CEO at Chariot (YC W'15) We're Hiring!
Industry Transportation/Trucking/Railroad
Experience
Chariot (YC W'15) April 2014 - Present
NeighborCity December 2010 - Present
NeighborCity.com December 2010 - September 2013
Republic Investment Company 2008 - 2010
Banc of America Securities 2002 - 2007
Banc of America Securities August 1999 - June 2002
Proginet 1995 - 1995
Skills
Equity Derivatives, Call Center Development, CRM software, Customer Service, Customer Acquisition, Customer Relations, Budgeting, Sales Management, Inside Sales, Risk Management, Budgets, CRM, Mergers & Acquisitions, Equities, Derivatives, Leadership, Financial Structuring, Salesforce.com, SaaS, Portfolio Management, Lead Generation, Investments
Education
Vanderbilt University
B.A. cum laude, Economics
London School of Economics and Political Science
General Course Certificate, Economics
Great Neck North High School
Chariot (YC W'15) April 2014 - Present
NeighborCity December 2010 - Present
NeighborCity.com December 2010 - September 2013
Republic Investment Company 2008 - 2010
Banc of America Securities 2002 - 2007
Banc of America Securities August 1999 - June 2002
Proginet 1995 - 1995
Skills
Equity Derivatives, Call Center Development, CRM software, Customer Service, Customer Acquisition, Customer Relations, Budgeting, Sales Management, Inside Sales, Risk Management, Budgets, CRM, Mergers & Acquisitions, Equities, Derivatives, Leadership, Financial Structuring, Salesforce.com, SaaS, Portfolio Management, Lead Generation, Investments
Education
Vanderbilt University
B.A. cum laude, Economics
London School of Economics and Political Science
General Course Certificate, Economics
Great Neck North High School
Dimitry Stambler Dimitry Stambler's Banc of America Securities Experience May 2008 - April 2009
Job Executive Director at Natixis North America
Industry Insurance
Experience
Natixis February 2012 - Present
Citi July 2010 - February 2012
Towers Watson May 2009 - July 2010
Banc of America Securities May 2008 - April 2009
Citi February 2007 - May 2008
Ambac February 2006 - February 2007
Guy Carpenter April 2002 - February 2006
Swiss Re July 2000 - April 2002
The Hartford Insurance Group March 1998 - July 2000
Aetna June 1991 - March 1998
Skills
Actuarial Science, Risk Management, Capital Markets, Life Insurance, Financial Risk, Finance, Financial Structuring, Reinsurance, Structured Finance, Banking, Securitization, ALM, Insurance, Portfolio Management, Underwriting, Brokers, Financial Services, Captives, Financial Modeling, Derivatives, Market Risk, Enterprise Risk..., Fixed Income, Hedge Funds, Structured Products, Valuation
Education
Trinity College-Hartford 1989 — 1991
B.S., Math/Computer Science
Natixis February 2012 - Present
Citi July 2010 - February 2012
Towers Watson May 2009 - July 2010
Banc of America Securities May 2008 - April 2009
Citi February 2007 - May 2008
Ambac February 2006 - February 2007
Guy Carpenter April 2002 - February 2006
Swiss Re July 2000 - April 2002
The Hartford Insurance Group March 1998 - July 2000
Aetna June 1991 - March 1998
Skills
Actuarial Science, Risk Management, Capital Markets, Life Insurance, Financial Risk, Finance, Financial Structuring, Reinsurance, Structured Finance, Banking, Securitization, ALM, Insurance, Portfolio Management, Underwriting, Brokers, Financial Services, Captives, Financial Modeling, Derivatives, Market Risk, Enterprise Risk..., Fixed Income, Hedge Funds, Structured Products, Valuation
Education
Trinity College-Hartford 1989 — 1991
B.S., Math/Computer Science
Carter Evans Carter Evans's Banc of America Securities Experience June 2007 - August 2007
Job Financial Markets Policy U.S. Department of the Treasury
Industry Capital Markets
Experience
Office of the Comptroller of the Currency 2009 - Present
Vanderbilt University June 2006 - August 2008
Banc of America Securities June 2007 - August 2007
JPMorgan Securities, Inc. 1999 - 2005
Education
Vanderbilt University
M.B.A., Finance and Business Law
The George Washington University
B.B.A., Finance and Management Information Systems
University of Pennsylvania
Diploma, ABA Stonier Graduate School of Banking
Office of the Comptroller of the Currency 2009 - Present
Vanderbilt University June 2006 - August 2008
Banc of America Securities June 2007 - August 2007
JPMorgan Securities, Inc. 1999 - 2005
Education
Vanderbilt University
M.B.A., Finance and Business Law
The George Washington University
B.B.A., Finance and Management Information Systems
University of Pennsylvania
Diploma, ABA Stonier Graduate School of Banking
Mauricio Sanchez Mauricio Sanchez's Banc of America Securities Experience 2005 - 2006
Job Strategist | Finance Leader | Operator
Industry Management Consulting
Experience
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Chris Sorrells Chris Sorrells's Banc of America Securities Experience June 1998 - November 2002
Job Interim COO at GSE Systems
Industry Venture Capital & Private Equity
Experience
GSE Systems August 2015 - Present
GSE Systems March 2012 - Present
Renewable Energy Group November 2008 - Present
NGP Energy Technology Partners January 2015 - August 2015
Waste Resource Management August 2014 - December 2014
groSolar December 2007 - December 2014
NGP Energy Technology Partners September 2005 - December 2014
Living Earth September 2011 - September 2013
Clarity Partners September 2003 - September 2005
Banc of America Securities June 1998 - November 2002
Skills
Private Equity, Renewable Energy, Energy, Investment Banking, Business Strategy, Mergers, Start-ups, Strategic Planning, Financial Modeling, Mergers & Acquisitions, LBO, Capital Raising, Due Diligence, Corporate Development, Venture Capital, Growth Capital, Corporate Finance, Valuation, Cleantech, Finance, Strategy, Investments, Business Development, Financial Analysis, Capital Markets
Education
University of Southern California 2003 — 2004
MAcc, Accounting
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Washington and Lee University 1987 — 1990
BA, Anthropology
GSE Systems August 2015 - Present
GSE Systems March 2012 - Present
Renewable Energy Group November 2008 - Present
NGP Energy Technology Partners January 2015 - August 2015
Waste Resource Management August 2014 - December 2014
groSolar December 2007 - December 2014
NGP Energy Technology Partners September 2005 - December 2014
Living Earth September 2011 - September 2013
Clarity Partners September 2003 - September 2005
Banc of America Securities June 1998 - November 2002
Skills
Private Equity, Renewable Energy, Energy, Investment Banking, Business Strategy, Mergers, Start-ups, Strategic Planning, Financial Modeling, Mergers & Acquisitions, LBO, Capital Raising, Due Diligence, Corporate Development, Venture Capital, Growth Capital, Corporate Finance, Valuation, Cleantech, Finance, Strategy, Investments, Business Development, Financial Analysis, Capital Markets
Education
University of Southern California 2003 — 2004
MAcc, Accounting
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Washington and Lee University 1987 — 1990
BA, Anthropology
Drew Massie's Banc of America Securities Experience July 1997 - March 1999
Job Lead Generation Technology & Business Development
Industry Information Technology and Services
Experience
Lead Gen Ventures February 2012 - Present
Trusted Hands Network January 2012 - January 2014
TacitLogic, Inc. January 2003 - December 2011
Littler Mendelson March 2001 - January 2004
CompleteCar.com April 1999 - February 2002
Banc of America Securities July 1997 - March 1999
Skills
Lead Generation, Entrepreneurship, Internet Entrepreneur, Web Architecture, Strategic Partnerships, Start-ups, Team Leadership, New Business Development, Start-up Consulting, Product Development, Business Strategy, Lead Management, Startup Consulting, Operations, Software Development, Online Advertising, Digital Marketing, Consultancy, Entrepreneur, Entrepreneurship..., Strategic Consulting, Operations Management, Start-up Operations, Marketing Strategy, Analytics, Affiliate Marketing, Team Building, SaaS, Web Development, Marketing Communications, Salesforce.com, ColdFusion, Management, Leadership, Management Consulting, E-commerce, Advertising, Online Marketing, Marketing, PPC, Online Lead Generation, SEM, Mobile Marketing, Business Development, Web Analytics, Conversion Optimization, SEO, Web Marketing, Internet Strategy, Landing Page...
Education
University of Chicago Graduate School of Business 2002 — 2004
MBA, Strategy, Entrpreneurship
Wesleyan University 1993 — 1997
BA, Political Science, Economics
London School of Economics 1995 — 1996
Political Economics, Psychology
Princeton High School 1988 — 1993
Lead Gen Ventures February 2012 - Present
Trusted Hands Network January 2012 - January 2014
TacitLogic, Inc. January 2003 - December 2011
Littler Mendelson March 2001 - January 2004
CompleteCar.com April 1999 - February 2002
Banc of America Securities July 1997 - March 1999
Skills
Lead Generation, Entrepreneurship, Internet Entrepreneur, Web Architecture, Strategic Partnerships, Start-ups, Team Leadership, New Business Development, Start-up Consulting, Product Development, Business Strategy, Lead Management, Startup Consulting, Operations, Software Development, Online Advertising, Digital Marketing, Consultancy, Entrepreneur, Entrepreneurship..., Strategic Consulting, Operations Management, Start-up Operations, Marketing Strategy, Analytics, Affiliate Marketing, Team Building, SaaS, Web Development, Marketing Communications, Salesforce.com, ColdFusion, Management, Leadership, Management Consulting, E-commerce, Advertising, Online Marketing, Marketing, PPC, Online Lead Generation, SEM, Mobile Marketing, Business Development, Web Analytics, Conversion Optimization, SEO, Web Marketing, Internet Strategy, Landing Page...
Education
University of Chicago Graduate School of Business 2002 — 2004
MBA, Strategy, Entrpreneurship
Wesleyan University 1993 — 1997
BA, Political Science, Economics
London School of Economics 1995 — 1996
Political Economics, Psychology
Princeton High School 1988 — 1993
Stephen Raymond's Banc of America Securities Experience June 2007 - August 2007
Job Project Manager at PR Newswire
Industry Information Technology and Services
Experience
PR Newswire May 2015 - Present
Globant July 2013 - April 2015
Latin Brains February 2013 - July 2013
ActioNet, Inc. May 2012 - January 2013
PPC / Triton Federal Solutions July 2008 - April 2012
Banc of America Securities June 2007 - August 2007
Skills
Project Management, SDLC, Analysis, SharePoint, Requirements Analysis, Business Analysis, Management Consulting, Software Project..., Business Process..., Visio, Process Improvement, Change Management, Vendor Management, Integration, IT Strategy, MS Project, Business Process, Business Intelligence, Risk Management, Project Planning, Proposal Writing, Business Development, Quality Assurance
Education
Washington and Lee University 2004 — 2008
B.S, Business Administration, Environmental Studies
London School of Economics and Political Science
Summer School Program Credit, Business Development and IT Innovation
PR Newswire May 2015 - Present
Globant July 2013 - April 2015
Latin Brains February 2013 - July 2013
ActioNet, Inc. May 2012 - January 2013
PPC / Triton Federal Solutions July 2008 - April 2012
Banc of America Securities June 2007 - August 2007
Skills
Project Management, SDLC, Analysis, SharePoint, Requirements Analysis, Business Analysis, Management Consulting, Software Project..., Business Process..., Visio, Process Improvement, Change Management, Vendor Management, Integration, IT Strategy, MS Project, Business Process, Business Intelligence, Risk Management, Project Planning, Proposal Writing, Business Development, Quality Assurance
Education
Washington and Lee University 2004 — 2008
B.S, Business Administration, Environmental Studies
London School of Economics and Political Science
Summer School Program Credit, Business Development and IT Innovation
David E. Brown, CPA David E. Brown, CPA's Banc of America Securities Experience 1997 - 2002
Job
Industry Management Consulting
Experience
Riveron Consulting May 2014 - Present
Independent Financial Consultant August 2011 - May 2014
Tatum June 2012 - August 2013
Merrill Lynch January 2010 - August 2011
NexGen Strategic Advisors, LLC January 2008 - June 2009
Huron Consulting Group July 2003 - December 2007
Banc of America Securities 1997 - 2002
Price Waterhouse 1992 - 1995
Skills
Audit, Due Diligence, Financial Planning, Financial Accounting, Corporate Lending, Commercial Banking, Commercial Lending, Investment Banking, Investment Advisory, Investment Strategies, Alternative Investments, Management Consulting, New Business Development, Credit Analysis, Risk Management, Restructuring, Debt Structuring, Capital Markets, Capital Structure, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Investments, Credit, Mergers, Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Equities, Cash Management, Corporate Finance, Cash Flow, Debt, Series 7, Financial Management, Structuring, Financial Markets, Wealth Management, Risk, Financial Reporting, Fixed Income, Auditing, Mergers & Acquisitions, Investment Management, Financial Advisory, Strategic Financial..., Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
University of Virginia - McIntire School of Commerce 1988 — 1992
BS, Accounting
Consortium for Graduate Studies in Management
Consortium for Graduate Studies in Management
Jr. High
Phoebus High School
Riveron Consulting May 2014 - Present
Independent Financial Consultant August 2011 - May 2014
Tatum June 2012 - August 2013
Merrill Lynch January 2010 - August 2011
NexGen Strategic Advisors, LLC January 2008 - June 2009
Huron Consulting Group July 2003 - December 2007
Banc of America Securities 1997 - 2002
Price Waterhouse 1992 - 1995
Skills
Audit, Due Diligence, Financial Planning, Financial Accounting, Corporate Lending, Commercial Banking, Commercial Lending, Investment Banking, Investment Advisory, Investment Strategies, Alternative Investments, Management Consulting, New Business Development, Credit Analysis, Risk Management, Restructuring, Debt Structuring, Capital Markets, Capital Structure, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Investments, Credit, Mergers, Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Equities, Cash Management, Corporate Finance, Cash Flow, Debt, Series 7, Financial Management, Structuring, Financial Markets, Wealth Management, Risk, Financial Reporting, Fixed Income, Auditing, Mergers & Acquisitions, Investment Management, Financial Advisory, Strategic Financial..., Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
University of Virginia - McIntire School of Commerce 1988 — 1992
BS, Accounting
Consortium for Graduate Studies in Management
Consortium for Graduate Studies in Management
Jr. High
Phoebus High School
Adam Mayer's Banc of America Securities Experience June 1998 - March 2000
Job First Vice President, Key Account Management at Advisors Asset Management, Inc. / 1000+ "Real" Connections on LinkedIn
Industry Financial Services
Experience
Advisors Asset Management, Inc. February 2005 - Present
ValuBond March 2000 - January 2005
Banc of America Securities June 1998 - March 2000
Skills
Strategic Partnerships, Business Development, Financial Services, New Business Development, Sales Management, Start-ups, Leadership, Product Marketing, Strategic Planning, Marketing, Series 7, Strategy, Fixed Income, Investments, Sales, Entrepreneurship, Product Development
Education
The University of Kansas 1993 — 1997
BA, Communication Studies
Advisors Asset Management, Inc. February 2005 - Present
ValuBond March 2000 - January 2005
Banc of America Securities June 1998 - March 2000
Skills
Strategic Partnerships, Business Development, Financial Services, New Business Development, Sales Management, Start-ups, Leadership, Product Marketing, Strategic Planning, Marketing, Series 7, Strategy, Fixed Income, Investments, Sales, Entrepreneurship, Product Development
Education
The University of Kansas 1993 — 1997
BA, Communication Studies
Sushil Patel Sushil Patel's Banc of America Securities Experience June 1999 - June 2002
Job Executive Vice President/Chief Lending Officer at State Bank of Texas
Industry Banking
Experience
YMCA of Irving June 2013 - Present
State Bank of Texas June 2004 - Present
City of Irving September 2011 - Present
Banc of America Securities June 1999 - June 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Entrepreneurship/Entrepreneurial Studies
The University of Texas at Austin 1996 — 1999
BBA, Finance
YMCA of Irving June 2013 - Present
State Bank of Texas June 2004 - Present
City of Irving September 2011 - Present
Banc of America Securities June 1999 - June 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Entrepreneurship/Entrepreneurial Studies
The University of Texas at Austin 1996 — 1999
BBA, Finance
Lynn Smull Lynn Smull's Banc of America Securities Experience July 1996 - June 2001
Job Director, Head of Foresight Group US, LLC
Industry Financial Services
Experience
Foresight Group US, LLC March 2015 - Present
LLS Consulting May 2013 - March 2015
Table Rock Capital LLC January 2007 - April 2013
LS CPN Consulting May 2006 - December 2007
Calpine July 2001 - March 2006
Banc of America Securities July 1996 - June 2001
Salomon Brothers Inc June 1993 - July 1996
Bechtel June 1990 - June 1993
USMC June 1979 - May 1984
Education
The University of Chicago - Booth School of Business 1988 — 1990
mba
University of Illinois at Urbana-Champaign 1984 — 1988
BA
Foresight Group US, LLC March 2015 - Present
LLS Consulting May 2013 - March 2015
Table Rock Capital LLC January 2007 - April 2013
LS CPN Consulting May 2006 - December 2007
Calpine July 2001 - March 2006
Banc of America Securities July 1996 - June 2001
Salomon Brothers Inc June 1993 - July 1996
Bechtel June 1990 - June 1993
USMC June 1979 - May 1984
Education
The University of Chicago - Booth School of Business 1988 — 1990
mba
University of Illinois at Urbana-Champaign 1984 — 1988
BA
Ann Cherek Ann Cherek's Banc of America Securities Experience 1997 - 2002
Job Mortgage Consultant at 1st Advantage Mortgage
Industry Banking
Experience
1st Advantage Mortgage November 2009 - Present
Capital Funding Mortgage Company, LLC 2007 - 2009
Revere Mortgage, LLC 2003 - 2007
Banc of America Securities 1997 - 2002
Skills
Loans, Rates, Residential Mortgages, FHA, Refinance, Mortgage Lending, Loan Origination, First Time Home Buyers, Purchase, Second Homes, Mortgage, Investment Properties, Condos, VA loans, Mortgage Banking, Vacation Homes, Reverse Mortgages, FHA financing, Credit
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
1st Advantage Mortgage November 2009 - Present
Capital Funding Mortgage Company, LLC 2007 - 2009
Revere Mortgage, LLC 2003 - 2007
Banc of America Securities 1997 - 2002
Skills
Loans, Rates, Residential Mortgages, FHA, Refinance, Mortgage Lending, Loan Origination, First Time Home Buyers, Purchase, Second Homes, Mortgage, Investment Properties, Condos, VA loans, Mortgage Banking, Vacation Homes, Reverse Mortgages, FHA financing, Credit
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
Robert Steiner Robert Steiner's Banc of America Securities Experience 1986 - 2008
Job Exclusive Financial SpecialistAllstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC 2014 - Present
JPMorgan Chase August 2011 - December 2013
New England Financial April 2009 - August 2011
Merrill Lynch 2008 - 2009
NYSE 1995 - 2008
Banc of America Securities 1986 - 2008
Montgomery Securities 1986 - 2008
Skills
Series 7, Equities, LUTCF, Investments, Securities, Series 63, Trading, Hedge Funds, FINRA, Options, Fixed Income, Disability Insurance, Finance, Equity Trading, Capital Markets, Retirement Planning
Education
The American College 2009 — 2011
LUTCF
Southampton College/L.I.U. 1975 — 1979
Bachelor of Science (BS), Marine Biology and Biological Oceanography
Allstate Financial Services, LLC 2014 - Present
JPMorgan Chase August 2011 - December 2013
New England Financial April 2009 - August 2011
Merrill Lynch 2008 - 2009
NYSE 1995 - 2008
Banc of America Securities 1986 - 2008
Montgomery Securities 1986 - 2008
Skills
Series 7, Equities, LUTCF, Investments, Securities, Series 63, Trading, Hedge Funds, FINRA, Options, Fixed Income, Disability Insurance, Finance, Equity Trading, Capital Markets, Retirement Planning
Education
The American College 2009 — 2011
LUTCF
Southampton College/L.I.U. 1975 — 1979
Bachelor of Science (BS), Marine Biology and Biological Oceanography
Jonathan Leong Jonathan Leong's Banc of America Securities Experience August 2004 - December 2007
Job Managing Director, Consumer Investment Banking at Jefferies
Industry Investment Banking
Experience
Jefferies August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Bank of America Merill Lynch January 2008 - December 2010
Banc of America Securities August 2004 - December 2007
Banc of America Securities September 2001 - August 2004
Skills
Investment Banking, Capital Markets, Equity Capital Markets, Leveraged Finance, Mergers & Acquisitions, Food & Beverage, Consumer Products, Valuation, Financial Modeling, Private Equity, Corporate Finance, Equities, Due Diligence, Fixed Income, LBO, Bloomberg, Financial Analysis
Education
The University of Sheffield
Bachelor's Degree, French and Business Studies
Jefferies August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Bank of America Merill Lynch January 2008 - December 2010
Banc of America Securities August 2004 - December 2007
Banc of America Securities September 2001 - August 2004
Skills
Investment Banking, Capital Markets, Equity Capital Markets, Leveraged Finance, Mergers & Acquisitions, Food & Beverage, Consumer Products, Valuation, Financial Modeling, Private Equity, Corporate Finance, Equities, Due Diligence, Fixed Income, LBO, Bloomberg, Financial Analysis
Education
The University of Sheffield
Bachelor's Degree, French and Business Studies
Jeremy Feffer Jeremy Feffer's Banc of America Securities Experience January 2002 - July 2006
Job Lead Client Advisor at Bertner Advisors, LLC
Industry Investment Management
Experience
Bertner Advisors, LLC August 2014 - September 2015
Cantor Fitzgerald October 2011 - July 2014
Gleacher & Company April 2010 - August 2011
Oppenheimer & Co. March 2009 - April 2010
Conversion Partners, LLC November 2008 - February 2009
Concordia Advisors June 2007 - December 2007
Banc of America Securities January 2002 - July 2006
Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Capital Markets, Securities, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Law & Business
The London School of Economics and Political Science (LSE) 2000 — 2001
Diploma, Economics
The University of Chicago 1996 — 2000
AB, Economics, Political Science
Collegiate 1984 — 1996
High School
Bertner Advisors, LLC August 2014 - September 2015
Cantor Fitzgerald October 2011 - July 2014
Gleacher & Company April 2010 - August 2011
Oppenheimer & Co. March 2009 - April 2010
Conversion Partners, LLC November 2008 - February 2009
Concordia Advisors June 2007 - December 2007
Banc of America Securities January 2002 - July 2006
Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Capital Markets, Securities, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Law & Business
The London School of Economics and Political Science (LSE) 2000 — 2001
Diploma, Economics
The University of Chicago 1996 — 2000
AB, Economics, Political Science
Collegiate 1984 — 1996
High School
Spencer Jones Spencer Jones's Banc of America Securities Experience June 2008 - August 2008
Job Director, ALM Risk Management at GE Capital
Industry Banking
Experience
GE Capital July 2012 - Present
Citi March 2011 - July 2012
SBCC Group October 2009 - January 2011
Banc of America Securities June 2008 - August 2008
Barclays Bank January 2005 - July 2007
HBOS May 2002 - December 2004
Bank of Scotland 2000 - 2002
Skills
Interest Rate Risk..., ALM, Financial Modeling, Valuation, Portfolio Management, Risk Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Financial Markets & Instruments, Corporate Finance
The University of Edinburgh 1996 — 2000
MA, Economics
GE Capital July 2012 - Present
Citi March 2011 - July 2012
SBCC Group October 2009 - January 2011
Banc of America Securities June 2008 - August 2008
Barclays Bank January 2005 - July 2007
HBOS May 2002 - December 2004
Bank of Scotland 2000 - 2002
Skills
Interest Rate Risk..., ALM, Financial Modeling, Valuation, Portfolio Management, Risk Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Financial Markets & Instruments, Corporate Finance
The University of Edinburgh 1996 — 2000
MA, Economics
Anjana Balakumar Anjana Balakumar's Banc of America Securities Experience 2005 - June 2008
Job Director at Levi Strauss & Co.
Industry Retail
Experience
Levi Strauss & Co. November 2014 - Present
Levi Strauss & Co. May 2013 - Present
LivingCloset August 2011 - December 2013
SIM Partners January 2012 - August 2012
BrightTag June 2011 - August 2011
IdeaVillage March 2011 - March 2011
Grosvenor September 2008 - July 2010
Banc of America Securities 2005 - June 2008
LECG 2003 - 2004
Skills
Entrepreneurship, Strategy, Start-ups, Financial Modeling, Valuation, Finance, Corporate Finance, Business Strategy, Portfolio Management, Business Development, Market Analysis, Private Equity, Due Diligence, Mergers & Acquisitions, Competitive Analysis, Economics, Venture Capital, Online Advertising, Financial Analysis, Forecasting, Analysis
Education
The University of Chicago Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Strategic Management, Marketing, Entrepreneurship
Meiji Gakuin University, Japan 2003 — 2003
University of California, San Diego 1999 — 2003
Bachelor of Science (BS), Management Science, with a Minor in Mathematics
Levi Strauss & Co. November 2014 - Present
Levi Strauss & Co. May 2013 - Present
LivingCloset August 2011 - December 2013
SIM Partners January 2012 - August 2012
BrightTag June 2011 - August 2011
IdeaVillage March 2011 - March 2011
Grosvenor September 2008 - July 2010
Banc of America Securities 2005 - June 2008
LECG 2003 - 2004
Skills
Entrepreneurship, Strategy, Start-ups, Financial Modeling, Valuation, Finance, Corporate Finance, Business Strategy, Portfolio Management, Business Development, Market Analysis, Private Equity, Due Diligence, Mergers & Acquisitions, Competitive Analysis, Economics, Venture Capital, Online Advertising, Financial Analysis, Forecasting, Analysis
Education
The University of Chicago Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Strategic Management, Marketing, Entrepreneurship
Meiji Gakuin University, Japan 2003 — 2003
University of California, San Diego 1999 — 2003
Bachelor of Science (BS), Management Science, with a Minor in Mathematics
Alissa Goldwasser Alissa Goldwasser's Banc of America Securities Experience 1996 - 1999
Job Director of Institutional Giving at Young Chicago Authors
Industry Fund-Raising
Experience
Young Chicago Authors April 2010 - Present
Alissa Goldwasser/Grant Writing and Research 2008 - 2009
William Blair and Company 1999 - 2005
Banc of America Securities 1996 - 1999
Skills
Fundraising, Grant Writing, Prospect Research, Non-profits, Grants, Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Tufts University 1988 — 1992
B.A., Economics
Young Chicago Authors April 2010 - Present
Alissa Goldwasser/Grant Writing and Research 2008 - 2009
William Blair and Company 1999 - 2005
Banc of America Securities 1996 - 1999
Skills
Fundraising, Grant Writing, Prospect Research, Non-profits, Grants, Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Tufts University 1988 — 1992
B.A., Economics
Eric Hambleton Eric Hambleton's Banc of America Securities Experience April 2000 - March 2009
Job Global Head of Equity Derivatives Legal and Prime Brokerage Legal and Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2000 - Present
Banc of America Securities April 2000 - March 2009
UBS Investment Bank September 1999 - April 2000
Brown & Wood LLP September 1994 - August 1999
Skills
Equity Derivatives, Securities, Hedge Funds, Securities Regulation, Prime Brokerage
Education
Vanderbilt University Law School 1991 — 1994
J.D., Law
Trinity College-Hartford 1985 — 1989
B.A., History
Bank of America Merrill Lynch April 2000 - Present
Banc of America Securities April 2000 - March 2009
UBS Investment Bank September 1999 - April 2000
Brown & Wood LLP September 1994 - August 1999
Skills
Equity Derivatives, Securities, Hedge Funds, Securities Regulation, Prime Brokerage
Education
Vanderbilt University Law School 1991 — 1994
J.D., Law
Trinity College-Hartford 1985 — 1989
B.A., History
Christie Lipkie Kent Christie Lipkie Kent's Banc of America Securities Experience 1998 - 2002
Job Financial Executive and Corporate Financial Analysis Expert
Industry Financial Services
Experience
Lipkie Consulting 2011 - Present
AdvancedMD 2009 - 2011
Lipkie Consulting 2008 - 2009
MacFarlane Partners January 2002 - 2008
Banc of America Securities 1998 - 2002
Accenture (formerly Andersen Consulting) 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Private Equity, Mergers, Corporate Finance, Financial Reporting, Forecasting, Strategic Financial..., Strategic Planning, Investments, Portfolio Management, Finance, Venture Capital, Investor Relations, Acquisitions, Risk Management, Start-ups, Executive Management, Mergers & Acquisitions, Budgets, Analysis
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Iowa 1989 — 1993
BBA
Lipkie Consulting 2011 - Present
AdvancedMD 2009 - 2011
Lipkie Consulting 2008 - 2009
MacFarlane Partners January 2002 - 2008
Banc of America Securities 1998 - 2002
Accenture (formerly Andersen Consulting) 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Private Equity, Mergers, Corporate Finance, Financial Reporting, Forecasting, Strategic Financial..., Strategic Planning, Investments, Portfolio Management, Finance, Venture Capital, Investor Relations, Acquisitions, Risk Management, Start-ups, Executive Management, Mergers & Acquisitions, Budgets, Analysis
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Iowa 1989 — 1993
BBA
Allan Rimland Allan Rimland's Banc of America Securities Experience 1999 - 2001
Job President and Chief Financial Officer at AdCare Health Systems, Inc.
Industry Real Estate
Experience
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
Mathew Martin Mathew Martin's Banc of America Securities Experience 1992 - 1996
Job Manager, MFP Capital, LLC
Industry Investment Management
Experience
MFP Capital, LLC January 2010 - Present
Gente Oil USA, Inc. May 2012 - December 2013
Anderson, Martin & Co, LLC January 2001 - December 2009
William O'Neil + Co. Inc. March 1997 - December 2000
Montgomery Securities 1992 - 1996
Banc of America Securities 1992 - 1996
Robert W Duggan & Associates 1989 - 1991
Skills
Emerging Markets, Start-ups, Investments, Business Strategy, Asset Management, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Strategy, Valuation, Negotiation, Hedge Funds, Business Development, Due Diligence, Entrepreneurship
Education
Trinity College-Hartford 1984 — 1998
Bachelor of Arts (BA), Economics
Cate School 1982 — 1984
MFP Capital, LLC January 2010 - Present
Gente Oil USA, Inc. May 2012 - December 2013
Anderson, Martin & Co, LLC January 2001 - December 2009
William O'Neil + Co. Inc. March 1997 - December 2000
Montgomery Securities 1992 - 1996
Banc of America Securities 1992 - 1996
Robert W Duggan & Associates 1989 - 1991
Skills
Emerging Markets, Start-ups, Investments, Business Strategy, Asset Management, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Strategy, Valuation, Negotiation, Hedge Funds, Business Development, Due Diligence, Entrepreneurship
Education
Trinity College-Hartford 1984 — 1998
Bachelor of Arts (BA), Economics
Cate School 1982 — 1984
Jonathan Steinberg Jonathan Steinberg's Banc of America Securities Experience March 2005 - March 2008
Job Senior Engineer at Lab49
Industry Computer Software
Experience
Lab49 October 2014 - Present
Jefferies & Company March 2008 - October 2014
Banc of America Securities March 2005 - March 2008
Bertholon Rowland October 1999 - March 2005
Citibank 1996 - 1999
Skills
C#, SQL Server, OOP, Microsoft SQL Server, ASP.NET, JavaScript, Agile Methodologies, Visual Basic, WPF
Education
The Johns Hopkins University 1995 — 1997
MS, Computer Science
Ner Israel Rabbinical College 1991 — 1995
BA, Talmudic Law and Ethics
Lab49 October 2014 - Present
Jefferies & Company March 2008 - October 2014
Banc of America Securities March 2005 - March 2008
Bertholon Rowland October 1999 - March 2005
Citibank 1996 - 1999
Skills
C#, SQL Server, OOP, Microsoft SQL Server, ASP.NET, JavaScript, Agile Methodologies, Visual Basic, WPF
Education
The Johns Hopkins University 1995 — 1997
MS, Computer Science
Ner Israel Rabbinical College 1991 — 1995
BA, Talmudic Law and Ethics
Dean Curnutt Dean Curnutt's Banc of America Securities Experience 2001 - 2008
Job CEO of Macro Risk Advisors
Industry Financial Services
Experience
Macro Risk Advisors 2008 - Present
Banc of America Securities 2001 - 2008
Lehman Brothers 1995 - 1999
Skills
Market Analysis, Equity Derivatives, Hedge Funds, Options, Derivatives, Equities, Trading, Portfolio Management, Proprietary Trading, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Capital Markets, Structured Products, Fixed Income, Trading Systems, Trading Strategies, Equity Trading, Bloomberg
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Analytical Finance
Saint John's University 1987 — 1991
BA, Economics
Manhasset High School 1983 — 1987
Macro Risk Advisors 2008 - Present
Banc of America Securities 2001 - 2008
Lehman Brothers 1995 - 1999
Skills
Market Analysis, Equity Derivatives, Hedge Funds, Options, Derivatives, Equities, Trading, Portfolio Management, Proprietary Trading, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Capital Markets, Structured Products, Fixed Income, Trading Systems, Trading Strategies, Equity Trading, Bloomberg
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Analytical Finance
Saint John's University 1987 — 1991
BA, Economics
Manhasset High School 1983 — 1987
Nicholas Waltner Nicholas Waltner's Banc of America Securities Experience 2000 - 2002
Job Owner, Madison Park Capital Partners, LLC
Industry Investment Management
Experience
Madison Park Capital Partners, LLC 2002 - Present
Banc of America Securities 2000 - 2002
Nikko-SalomonSmith Barney (Citigroup) 1997 - 2000
Salomon Brothers 1989 - 2000
PaineWebber 1986 - 1988
Skills
Derivatives, Equities, Portfolio Management, Investments, Asset Management, Financial Markets, Bonds, R, Japanese, Capital Management, Time Series Analysis, Econometrics, Unix, Perl, Management, Real Estate, German, LaTeX, Financial Analysis, LLC, Fortran, Spanish, Latin, Equity Derivatives, Capital Markets, Hedge Funds, Fixed Income, Machine Learning, Data Science, Natural Language..., Data Mining, Statistical Data..., Trading, Alternative Investments, Financial Services, Asset Managment
Education
University of Washington 2012 — 2016
Working towards an MS in Computational Linguistics
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Statistics
Wesleyan University 1982 — 1986
BA, Physics and German Language and Literature
Blanchet High School 1978 — 1982
Madison Park Capital Partners, LLC 2002 - Present
Banc of America Securities 2000 - 2002
Nikko-SalomonSmith Barney (Citigroup) 1997 - 2000
Salomon Brothers 1989 - 2000
PaineWebber 1986 - 1988
Skills
Derivatives, Equities, Portfolio Management, Investments, Asset Management, Financial Markets, Bonds, R, Japanese, Capital Management, Time Series Analysis, Econometrics, Unix, Perl, Management, Real Estate, German, LaTeX, Financial Analysis, LLC, Fortran, Spanish, Latin, Equity Derivatives, Capital Markets, Hedge Funds, Fixed Income, Machine Learning, Data Science, Natural Language..., Data Mining, Statistical Data..., Trading, Alternative Investments, Financial Services, Asset Managment
Education
University of Washington 2012 — 2016
Working towards an MS in Computational Linguistics
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Statistics
Wesleyan University 1982 — 1986
BA, Physics and German Language and Literature
Blanchet High School 1978 — 1982
Matthew Fiorello's Banc of America Securities Experience 2007 - 2008
Job Business Data, Intelligence & Strategy Analyst | Database & Communications Professional | Independent Consultant
Industry Information Services
Experience
Warner Bros. International Television Distribution August 2014 - Present
Self February 2010 - Present
Indian Subcontinent 2009 - 2009
Banc of America Securities 2007 - 2008
Channel Capital Group 2006 - 2006
Gould Asset Management 2005 - 2005
Did-It.com 2004 - 2004
Wyeth Pharmaceuticals 2003 - 2003
New Jersey Public Interest Research Group (NJPIRG) Citizen Lobby 2002 - 2002
Color Graphic Press, Inc. 2001 - 2001
Skills
Analysis, Finance, Valuation, Microsoft Excel, Business Development, Financial Modeling, Research, Strategic Planning, Investments, Leadership, VBA, Training, Customer Service, Microsoft Office, Process Innovation, Investment Banking, Financial Analysis, Social Media, Economics, Project Management, Due Diligence, Corporate Finance, Microsoft Word, PowerPoint, Marketing, Outlook, Business Strategy, Copy Editing
Education
Tufts University 2003 — 2007
Bachelor of Arts
Instituto Internacional 2006 — 2006
Warner Bros. International Television Distribution August 2014 - Present
Self February 2010 - Present
Indian Subcontinent 2009 - 2009
Banc of America Securities 2007 - 2008
Channel Capital Group 2006 - 2006
Gould Asset Management 2005 - 2005
Did-It.com 2004 - 2004
Wyeth Pharmaceuticals 2003 - 2003
New Jersey Public Interest Research Group (NJPIRG) Citizen Lobby 2002 - 2002
Color Graphic Press, Inc. 2001 - 2001
Skills
Analysis, Finance, Valuation, Microsoft Excel, Business Development, Financial Modeling, Research, Strategic Planning, Investments, Leadership, VBA, Training, Customer Service, Microsoft Office, Process Innovation, Investment Banking, Financial Analysis, Social Media, Economics, Project Management, Due Diligence, Corporate Finance, Microsoft Word, PowerPoint, Marketing, Outlook, Business Strategy, Copy Editing
Education
Tufts University 2003 — 2007
Bachelor of Arts
Instituto Internacional 2006 — 2006
Bradley Albrecht, CFA Bradley Albrecht, CFA's Banc of America Securities Experience 2005 - 2006
Job Vice President at Gore Creek Asset Management
Industry Investment Management
Experience
Gore Creek Asset Management November 2009 - Present
JP Morgan 2006 - 2009
Banc of America Securities 2005 - 2006
Skills
Investment Management, Asset Management, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation, Portfolio Optimization, Portfolio Strategy
Education
The University of Chicago Booth School of Business 2011 — 2014
MBA
The University of Chicago 2002 — 2005
A.B., Economics
University of Wisconsin-Madison 2001 — 2002
Gore Creek Asset Management November 2009 - Present
JP Morgan 2006 - 2009
Banc of America Securities 2005 - 2006
Skills
Investment Management, Asset Management, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation, Portfolio Optimization, Portfolio Strategy
Education
The University of Chicago Booth School of Business 2011 — 2014
MBA
The University of Chicago 2002 — 2005
A.B., Economics
University of Wisconsin-Madison 2001 — 2002
Marie Shaub Brugueras Marie Shaub Brugueras's Banc of America Securities Experience 2007 - 2009
Job Director at Viriathus
Industry Financial Services
Experience
Viriathus June 2011 - Present
Banc of America Securities 2007 - 2009
Herzog, Heine Geduld 1998 - 1999
Skills
Due Diligence, Equity Derivatives, Start-ups, Strategy, Equities, Mergers, Securities, Investments, Mergers & Acquisitions, Corporate Finance, Financial Structuring, Capital, Investment Banking, Restructuring, Sales, Capital Markets, Private Equity, Private Placements
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Economics, Finance
Viriathus June 2011 - Present
Banc of America Securities 2007 - 2009
Herzog, Heine Geduld 1998 - 1999
Skills
Due Diligence, Equity Derivatives, Start-ups, Strategy, Equities, Mergers, Securities, Investments, Mergers & Acquisitions, Corporate Finance, Financial Structuring, Capital, Investment Banking, Restructuring, Sales, Capital Markets, Private Equity, Private Placements
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Economics, Finance
Irwin Kirmer Irwin Kirmer's Banc of America Securities Experience 1998 - 2000
Job Chief Technology Officer at Diverse Network Communications, Inc.
Industry Information Technology and Services
Experience
Diverse Network Communications, Inc. January 2006 - Present
Visa 2013 - 2014
Virtual Instruments January 2011 - May 2013
Level 3 Communications October 2007 - May 2009
Accenture November 2002 - January 2006
EMC 2002 - January 2006
Diverse Network Communications, Inc. April 1994 - August 2001
Montgomery Securities October 1997 - February 2000
Banc of America Securities 1998 - 2000
NationsBanc Motgomery Securities 1997 - 2000
Skills
Storage Area Networks, Storage Architecture, Storage Management, IT Infrastructure..., Network Infrastructure, Software Development, Software Design, Software Project..., IT Service Management, ITIL Process..., Program Management, Project Management, Virtual Server, Storage Virtualization, Software, Cloud Computing, SAN, Professional Services, Servers, Disaster Recovery, ITIL, Pre-sales, Storage, IT Management, Unix, Product Management, CRM, Strategy
Education
The University of New Mexico 1981 — 1985
Diverse Network Communications, Inc. January 2006 - Present
Visa 2013 - 2014
Virtual Instruments January 2011 - May 2013
Level 3 Communications October 2007 - May 2009
Accenture November 2002 - January 2006
EMC 2002 - January 2006
Diverse Network Communications, Inc. April 1994 - August 2001
Montgomery Securities October 1997 - February 2000
Banc of America Securities 1998 - 2000
NationsBanc Motgomery Securities 1997 - 2000
Skills
Storage Area Networks, Storage Architecture, Storage Management, IT Infrastructure..., Network Infrastructure, Software Development, Software Design, Software Project..., IT Service Management, ITIL Process..., Program Management, Project Management, Virtual Server, Storage Virtualization, Software, Cloud Computing, SAN, Professional Services, Servers, Disaster Recovery, ITIL, Pre-sales, Storage, IT Management, Unix, Product Management, CRM, Strategy
Education
The University of New Mexico 1981 — 1985
Lawrence Yeo's Banc of America Securities Experience June 2007 - August 2007
Job Senior Financial Analyst at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente June 2014 - Present
Kaiser Permanente September 2013 - June 2014
Sessions LA August 2010 - January 2014
Kraco Enterprises, LLC March 2012 - April 2013
Pathway Capital Management January 2009 - June 2010
Banc of America Securities June 2007 - August 2007
Imperial Capital Bank September 2006 - June 2007
Skills
Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking, Mergers & Acquisitions, Investments, Portfolio Management, Capital IQ, Analysis, Investment Management, Entrepreneurship, Management, Financial Modeling, Financial Analysis, Cash Flow, Bloomberg
Education
The University of Hong Kong 2007 — 2008
Business / Finance
University of California, Los Angeles 2003 — 2008
BA, Economics / International Area Studies
Kaiser Permanente June 2014 - Present
Kaiser Permanente September 2013 - June 2014
Sessions LA August 2010 - January 2014
Kraco Enterprises, LLC March 2012 - April 2013
Pathway Capital Management January 2009 - June 2010
Banc of America Securities June 2007 - August 2007
Imperial Capital Bank September 2006 - June 2007
Skills
Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking, Mergers & Acquisitions, Investments, Portfolio Management, Capital IQ, Analysis, Investment Management, Entrepreneurship, Management, Financial Modeling, Financial Analysis, Cash Flow, Bloomberg
Education
The University of Hong Kong 2007 — 2008
Business / Finance
University of California, Los Angeles 2003 — 2008
BA, Economics / International Area Studies
Jacob Hauskens Jacob Hauskens's Banc of America Securities Experience January 2003 - September 2004
Job
Industry Internet
Experience
Fortumo Inc September 2013 - August 2015
Rocket Lawyer, Inc November 2011 - September 2013
Sony Electronics October 2008 - November 2011
Sony Electronics June 2006 - October 2008
Banc of America Securities January 2003 - September 2004
Skills
Strategic Partnerships, Strategy, Competitive Analysis, Salesforce.com, Business Development, Product Management, Financial Modeling, Start-ups, E-commerce, New Business Development, Online Advertising, SaaS, Mobile Applications, Product Marketing, Product Development, Lead Generation, Analytics
Education
UC San Diego School of Global Policy and Strategy (GPS) 2004 — 2006
MPIA
The London School of Economics and Political Science (LSE) 2002 — 2002
University of North Carolina at Chapel Hill 1999 — 2002
BA
Fortumo Inc September 2013 - August 2015
Rocket Lawyer, Inc November 2011 - September 2013
Sony Electronics October 2008 - November 2011
Sony Electronics June 2006 - October 2008
Banc of America Securities January 2003 - September 2004
Skills
Strategic Partnerships, Strategy, Competitive Analysis, Salesforce.com, Business Development, Product Management, Financial Modeling, Start-ups, E-commerce, New Business Development, Online Advertising, SaaS, Mobile Applications, Product Marketing, Product Development, Lead Generation, Analytics
Education
UC San Diego School of Global Policy and Strategy (GPS) 2004 — 2006
MPIA
The London School of Economics and Political Science (LSE) 2002 — 2002
University of North Carolina at Chapel Hill 1999 — 2002
BA
Anne Kelligrew St.Clair, CIMA's Banc of America Securities Experience August 2001 - January 2003
Job Senior Vice President and Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Community Hope September 2010 - Present
US Trust, Bank of America Private Wealth Management February 2003 - June 2013
Banc of America Securities August 2001 - January 2003
NationsBanc Montgomery Securities (BofA) June 1998 - June 1999
Lehman Brothers April 1997 - June 1998
Mellon Private Asset Management 1996 - 1997
Smith Barney 1994 - 1995
Education
Tulane University 1999 — 2001
MBA, Finance and Management
University of Colorado Boulder 1990 — 1994
BS, Marketing
Summit High School
Wells Fargo July 2013 - Present
Community Hope September 2010 - Present
US Trust, Bank of America Private Wealth Management February 2003 - June 2013
Banc of America Securities August 2001 - January 2003
NationsBanc Montgomery Securities (BofA) June 1998 - June 1999
Lehman Brothers April 1997 - June 1998
Mellon Private Asset Management 1996 - 1997
Smith Barney 1994 - 1995
Education
Tulane University 1999 — 2001
MBA, Finance and Management
University of Colorado Boulder 1990 — 1994
BS, Marketing
Summit High School
Brandy McIntosh's Banc of America Securities Experience April 2004 - February 2005
Job Marketing Data Analyst at Billtrust
Industry Financial Services
Experience
Billtrust January 2015 - Present
Organico March 2014 - January 2015
Konica Minolta Business Solutions U.S.A., Inc. August 2012 - January 2015
KPMG July 2010 - August 2012
STARWOOD HOTELS AND RESORTS February 2005 - December 2008
Banc of America Securities April 2004 - February 2005
Credit Suisse January 1998 - January 2004
Skills
Microsoft Office, SQL, PowerPoint, Database Administration, Project Planning, Data Management, Marketing, Customer Service, Oracle, Adobe Acrobat, HTML, Dreamweaver, FileMaker, JavaScript, Functional Requirements, Unica Affinium Campaign, Unica Campaign, Affinium Campaign, Strategy, SAP CRM, Product Marketing, Email Marketing, Marketing Communications, Online Marketing, Project Management, Program Management, Data Analysis, Databases, Data Mining, Database Design, Photoshop, InDesign, Access Database, Target Marketing, Target Identification, Entrepreneurship, Endurance, Social Networking, Social Media, Communication Skills, Craft, Data Cleaning, Deduplication, Managing Database, Oracle CRM, Manage Client..., Client Relations Skills, Customer Experience, Customer Acquisition, Customer Retention
Education
The George Washington University 1991 — 1995
BA, Classical Humanities
Greenport Public School
Billtrust January 2015 - Present
Organico March 2014 - January 2015
Konica Minolta Business Solutions U.S.A., Inc. August 2012 - January 2015
KPMG July 2010 - August 2012
STARWOOD HOTELS AND RESORTS February 2005 - December 2008
Banc of America Securities April 2004 - February 2005
Credit Suisse January 1998 - January 2004
Skills
Microsoft Office, SQL, PowerPoint, Database Administration, Project Planning, Data Management, Marketing, Customer Service, Oracle, Adobe Acrobat, HTML, Dreamweaver, FileMaker, JavaScript, Functional Requirements, Unica Affinium Campaign, Unica Campaign, Affinium Campaign, Strategy, SAP CRM, Product Marketing, Email Marketing, Marketing Communications, Online Marketing, Project Management, Program Management, Data Analysis, Databases, Data Mining, Database Design, Photoshop, InDesign, Access Database, Target Marketing, Target Identification, Entrepreneurship, Endurance, Social Networking, Social Media, Communication Skills, Craft, Data Cleaning, Deduplication, Managing Database, Oracle CRM, Manage Client..., Client Relations Skills, Customer Experience, Customer Acquisition, Customer Retention
Education
The George Washington University 1991 — 1995
BA, Classical Humanities
Greenport Public School
Wes Caywood Wes Caywood's Banc of America Securities Experience October 2000 - May 2007
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
Margo McKinnon Margo McKinnon's Banc of America Securities Experience January 1999 - December 1999
Job Concierge at Rosewood Sand Hill
Industry Hospitality
Experience
Pacific Union International August 2010 - Present
Rosewood Sand Hill April 2011 - September 2013
Robertson Stephens 2000 - 2003
Banc of America Securities January 1999 - December 1999
Montgomery Securities 1996 - 1999
Education
Scripps College 1977 — 1981
The Barstow School
Pacific Union International August 2010 - Present
Rosewood Sand Hill April 2011 - September 2013
Robertson Stephens 2000 - 2003
Banc of America Securities January 1999 - December 1999
Montgomery Securities 1996 - 1999
Education
Scripps College 1977 — 1981
The Barstow School
Susanne Gealy Susanne Gealy's Banc of America Securities Experience 1998 - 2000
Job Portfolio Manager at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas 2008 - Present
Investcorp 2007 - 2008
Lazard Asset Management 2001 - 2007
Banc of America Securities 1998 - 2000
JP Morgan 1996 - 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin
BS, Engineering
American School in London
Teacher Retirement System of Texas 2008 - Present
Investcorp 2007 - 2008
Lazard Asset Management 2001 - 2007
Banc of America Securities 1998 - 2000
JP Morgan 1996 - 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin
BS, Engineering
American School in London
Joe France's Banc of America Securities Experience March 2003 - February 2008
Job Managing Director at Cantor Fitzgerald
Industry Research
Experience
Cantor Fitzgerald October 2011 - Present
Gleacher & Company April 2010 - August 2011
Lenrock Management April 2008 - April 2010
Banc of America Securities March 2003 - February 2008
Credit Suisse First Boston July 1996 - March 2003
Dillon Read Capital Management June 1995 - July 1996
Merrill Lynch March 1993 - June 1995
Smith Barney August 1982 - March 1993
First National Bank of Chicago November 1980 - August 1982
Skills
Valuation, Portfolio Management, Equities, Investments, Management, Alternative Investments, Equity Research, Asset Management, Business Valuation, Investment Banking, Hedge Funds, Capital Markets, Series 7, Financial Analysis, Strategy, Private Equity, Bloomberg, Financial Modeling, Strategic Planning, Business Strategy, Finance
Education
The University of Kansas 1978 — 1980
MBA
The University of Kansas 1971 — 1977
BS, Pharmacy
Cantor Fitzgerald October 2011 - Present
Gleacher & Company April 2010 - August 2011
Lenrock Management April 2008 - April 2010
Banc of America Securities March 2003 - February 2008
Credit Suisse First Boston July 1996 - March 2003
Dillon Read Capital Management June 1995 - July 1996
Merrill Lynch March 1993 - June 1995
Smith Barney August 1982 - March 1993
First National Bank of Chicago November 1980 - August 1982
Skills
Valuation, Portfolio Management, Equities, Investments, Management, Alternative Investments, Equity Research, Asset Management, Business Valuation, Investment Banking, Hedge Funds, Capital Markets, Series 7, Financial Analysis, Strategy, Private Equity, Bloomberg, Financial Modeling, Strategic Planning, Business Strategy, Finance
Education
The University of Kansas 1978 — 1980
MBA
The University of Kansas 1971 — 1977
BS, Pharmacy
Olivia Mussett, CFP® Olivia Mussett, CFP®'s Banc of America Securities Experience September 1998 - April 2001
Job President at Mussett Wealth Management
Industry Financial Services
Experience
Financial Planning Association of Northeastern NY January 2015 - Present
Mussett Wealth Management September 2011 - Present
Arista Wealth Advisors April 2006 - September 2011
Curran Investment Management April 2002 - March 2006
Prudential Securities April 2001 - March 2002
Banc of America Securities September 1998 - April 2001
Skills
Estate Planning, Wealth Management, Personal Finance, Insurance, Retirement Planning, Investments, Retirement, Strategic Financial..., Personal Financial..., Long Term Care Insurance, Financial Planners, Series 7, Asset Allocation, Employee Benefits, Investment Advisory, Financial Advisory, Risk Management, Financial Planning
Education
The American College 2003 — 2005
CFP, Financial Planning
The Culinary Institute of America 1992 — 1993
AOS, Pastry Arts
Financial Planning Association of Northeastern NY January 2015 - Present
Mussett Wealth Management September 2011 - Present
Arista Wealth Advisors April 2006 - September 2011
Curran Investment Management April 2002 - March 2006
Prudential Securities April 2001 - March 2002
Banc of America Securities September 1998 - April 2001
Skills
Estate Planning, Wealth Management, Personal Finance, Insurance, Retirement Planning, Investments, Retirement, Strategic Financial..., Personal Financial..., Long Term Care Insurance, Financial Planners, Series 7, Asset Allocation, Employee Benefits, Investment Advisory, Financial Advisory, Risk Management, Financial Planning
Education
The American College 2003 — 2005
CFP, Financial Planning
The Culinary Institute of America 1992 — 1993
AOS, Pastry Arts
Susan Knowles Susan Knowles's Banc of America Securities Experience 1996 - 2000
Job Sr. Market Manager at Illumina
Industry Biotechnology
Experience
Illumina December 2010 - Present
Agilent Technologies 2009 - December 2010
Applied Biosystems 2006 - 2008
Applied Biosystems 2000 - 2006
Banc of America Securities 1996 - 2000
Bristol Growth Partners 1995 - 1996
Kidder Peabody Co., Inc. 1992 - 1995
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance, business policy
The George Washington University 1984 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1986
Economics
Illumina December 2010 - Present
Agilent Technologies 2009 - December 2010
Applied Biosystems 2006 - 2008
Applied Biosystems 2000 - 2006
Banc of America Securities 1996 - 2000
Bristol Growth Partners 1995 - 1996
Kidder Peabody Co., Inc. 1992 - 1995
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance, business policy
The George Washington University 1984 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1986
Economics
B. Brandon Mackie, CFP®'s Banc of America Securities Experience May 1999 - June 2000
Job Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Austin Sperry Austin Sperry's Banc of America Securities Experience 2000 - 2002
Job Vice President Marine Business Development at The Greenbrier Companies
Industry Transportation/Trucking/Railroad
Experience
The Greenbrier Companies September 2014 - Present
Delta Investment Management September 2008 - Present
Barge Capital September 2011 - Present
Florida Marine Transporters August 2012 - September 2014
TEAM USA-Olympian January 2002 - September 2008
Banc of America Securities 2000 - 2002
Skills
Investments, Portfolio Management, New Business Development, Private Equity, Trading, Sponsorship, Business Analysis, Shipping, Shipbuilding, Barge, Strategic Leadership, Bloomberg, Management, Leadership, Olympian 2008, Finance, Maritime, Mergers & Acquisitions, Sailing, Start-ups, Training, Program Management, Entrepreneurship, Strategy, Business Strategy, Venture Capital, Executive Management, Business Development, Risk Management, Strategic Planning, Contract Negotiation, Due Diligence, Operations Management, Transportation, Management Consulting, Olympic, International Business
Education
Avon Old Farms-Prep School 1992 — 1996
HS, High School
University of Southern Mississippi
Bachelor's degree, Bachelor of Science Business Administration
The Greenbrier Companies September 2014 - Present
Delta Investment Management September 2008 - Present
Barge Capital September 2011 - Present
Florida Marine Transporters August 2012 - September 2014
TEAM USA-Olympian January 2002 - September 2008
Banc of America Securities 2000 - 2002
Skills
Investments, Portfolio Management, New Business Development, Private Equity, Trading, Sponsorship, Business Analysis, Shipping, Shipbuilding, Barge, Strategic Leadership, Bloomberg, Management, Leadership, Olympian 2008, Finance, Maritime, Mergers & Acquisitions, Sailing, Start-ups, Training, Program Management, Entrepreneurship, Strategy, Business Strategy, Venture Capital, Executive Management, Business Development, Risk Management, Strategic Planning, Contract Negotiation, Due Diligence, Operations Management, Transportation, Management Consulting, Olympic, International Business
Education
Avon Old Farms-Prep School 1992 — 1996
HS, High School
University of Southern Mississippi
Bachelor's degree, Bachelor of Science Business Administration
Morgana (Rosenberg) Gelb Morgana (Rosenberg) Gelb's Banc of America Securities Experience 2007 - 2008
Job Head of Business Development and Partnerships at Thumbtack
Industry Internet
Experience
On sabattical July 2014 - April 2015
Ancestry.com August 2012 - July 2014
Inflection January 2010 - August 2012
Startup Weekend 2010 - 2010
Harris Williams & Co. 2008 - 2009
Banc of America Securities 2007 - 2008
Skills
Financial Modeling, Mergers & Acquisitions, Business Modeling, Business Development, Online Advertising, Online Marketing, Corporate Development, Data Analysis, Marketing Strategy, Business Planning, Deal Sourcing, Qualitative Research, Competitive Analysis, Quantitative Research, Negotiation, Deal Structuring, Deal Negotiation, Digital Marketing, Direct Marketing, Strategic Partnerships
Education
University of Southern California 2003 — 2007
B.S, Business Administration; Investments and Financial Markets; International Business
The Chinese University of Hong Kong 2006 — 2006
International Business / Finance
Palo Alto High School 1999 — 2003
High School Diploma
On sabattical July 2014 - April 2015
Ancestry.com August 2012 - July 2014
Inflection January 2010 - August 2012
Startup Weekend 2010 - 2010
Harris Williams & Co. 2008 - 2009
Banc of America Securities 2007 - 2008
Skills
Financial Modeling, Mergers & Acquisitions, Business Modeling, Business Development, Online Advertising, Online Marketing, Corporate Development, Data Analysis, Marketing Strategy, Business Planning, Deal Sourcing, Qualitative Research, Competitive Analysis, Quantitative Research, Negotiation, Deal Structuring, Deal Negotiation, Digital Marketing, Direct Marketing, Strategic Partnerships
Education
University of Southern California 2003 — 2007
B.S, Business Administration; Investments and Financial Markets; International Business
The Chinese University of Hong Kong 2006 — 2006
International Business / Finance
Palo Alto High School 1999 — 2003
High School Diploma
Katerina (Kate) Sidorovich, CFA Katerina (Kate) Sidorovich, CFA's Banc of America Securities Experience June 2000 - November 2003
Job Vice President, Finance & Investor Relations, eHealth
Industry Financial Services
Experience
eHealth, Inc March 2008 - Present
Market Street Partners March 2004 - March 2008
Banc of America Securities June 2000 - November 2003
PricewaterhouseCoopers April 1999 - June 2000
Skills
Financial Modeling, Board Presentations, Business Analysis, Investor Relations, Financial Analysis, Mergers, Corporate Development, Corporate Finance, Valuation, Business Strategy, Capital Markets, Competitive Analysis, Equity Research, Investments, Equities, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Rochester 1991 — 1993
BA, Economics
20
eHealth, Inc March 2008 - Present
Market Street Partners March 2004 - March 2008
Banc of America Securities June 2000 - November 2003
PricewaterhouseCoopers April 1999 - June 2000
Skills
Financial Modeling, Board Presentations, Business Analysis, Investor Relations, Financial Analysis, Mergers, Corporate Development, Corporate Finance, Valuation, Business Strategy, Capital Markets, Competitive Analysis, Equity Research, Investments, Equities, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Rochester 1991 — 1993
BA, Economics
20
David Kerber's Banc of America Securities Experience April 2007 - April 2008
Job Managing Director, NOI Strategies, A Division of CohnReznick
Industry Commercial Real Estate
Experience
NOI Strategies, A Division of CohnReznick June 2009 - Present
Banc of America Securities April 2007 - April 2008
Zenta fka Global Realty Outsourcing August 2001 - March 2007
GMAC Commercial Mortgage February 2000 - August 2001
Archon Group January 1999 - February 2000
Goldman Sachs Commercial Mortgage Capital January 1998 - January 1999
Skills
Real Estate Economics, Due Diligence, Commercial Real Estate, Asset Management, Disposition, Leases, Real Estate, Appraisals, Financial Analysis, Real Estate Development, Valuation
Education
Tulane University 1993 — 1997
BSM, Finance
St. Louis University High School 1989 — 1993
NOI Strategies, A Division of CohnReznick June 2009 - Present
Banc of America Securities April 2007 - April 2008
Zenta fka Global Realty Outsourcing August 2001 - March 2007
GMAC Commercial Mortgage February 2000 - August 2001
Archon Group January 1999 - February 2000
Goldman Sachs Commercial Mortgage Capital January 1998 - January 1999
Skills
Real Estate Economics, Due Diligence, Commercial Real Estate, Asset Management, Disposition, Leases, Real Estate, Appraisals, Financial Analysis, Real Estate Development, Valuation
Education
Tulane University 1993 — 1997
BSM, Finance
St. Louis University High School 1989 — 1993
sean sullivan sean sullivan's Banc of America Securities Experience 2001 - 2004
Job Managing Director, Head of Industrials Group at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Jefferies & Company January 2004 - July 2014
Banc of America Securities 2001 - 2004
J.P. Morgan 1999 - 2000
Schroders plc 1996 - 1999
U.S. Marine Corps 1987 - 1993
Skills
Venture Capital, Financial Modeling, Fixed Income, Investments, Corporate Finance, Emerging Markets, Securities, Asset Management, IPO, Restructuring, Alternative Investments, Equity Research, Bloomberg, Series 7, Derivatives
Education
Wharton School, University of Pennsylvania 1995 — 1996
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1994
MA, International Economics
U.S. Naval Academy 1983 — 1987
B.S.
BMO Capital Markets July 2014 - Present
Jefferies & Company January 2004 - July 2014
Banc of America Securities 2001 - 2004
J.P. Morgan 1999 - 2000
Schroders plc 1996 - 1999
U.S. Marine Corps 1987 - 1993
Skills
Venture Capital, Financial Modeling, Fixed Income, Investments, Corporate Finance, Emerging Markets, Securities, Asset Management, IPO, Restructuring, Alternative Investments, Equity Research, Bloomberg, Series 7, Derivatives
Education
Wharton School, University of Pennsylvania 1995 — 1996
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1994
MA, International Economics
U.S. Naval Academy 1983 — 1987
B.S.
Michael Caspani Michael Caspani's Banc of America Securities Experience June 2006 - June 2008
Job Credit Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group April 2015 - Present
GCA Savvian July 2014 - April 2015
Rockwood Service Corporation June 2013 - August 2013
USAID January 2012 - July 2012
The Gladstone Companies July 2008 - January 2012
Banc of America Securities June 2006 - June 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Leveraged Finance, LBO, Charismatic Leadership, Acquisitions, DCF, Venture Capital, Emerging Markets
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Science (B.S.) with Special Attainments in Commerce, Business Administration
Henry Clay High School 1998 — 2002
Macquarie Group April 2015 - Present
GCA Savvian July 2014 - April 2015
Rockwood Service Corporation June 2013 - August 2013
USAID January 2012 - July 2012
The Gladstone Companies July 2008 - January 2012
Banc of America Securities June 2006 - June 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Leveraged Finance, LBO, Charismatic Leadership, Acquisitions, DCF, Venture Capital, Emerging Markets
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Science (B.S.) with Special Attainments in Commerce, Business Administration
Henry Clay High School 1998 — 2002
Ethan Williams Ethan Williams's Banc of America Securities Experience May 2006 - March 2009
Job Software Pricing Leader at GE Intelligent Platforms
Industry Computer Software
Experience
GE Intelligent Platforms September 2015 - Present
GE Capital June 2014 - September 2015
GE Capital July 2012 - June 2014
GE June 2011 - August 2011
Banc of America Securities May 2006 - March 2009
Economic Consulting Services July 2003 - May 2006
Skills
Financial Modeling, Valuation, Business Development, Business Strategy, Credit Analysis, Financial Structuring, Sales, Statistical Modeling, Legal Documents, Advanced Microsoft Excel, Real Estate Transactions, Deal Execution, Management, Financial Analysis, Leadership, Mergers & Acquisitions, Strategy, Corporate Finance, Analysis, Strategic Planning, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Competitive & Organizational Strategy
The College of Wooster 2000 — 2003
Bachelor of Arts, Business Economics
Bexley High School 1996 — 1999
GE Intelligent Platforms September 2015 - Present
GE Capital June 2014 - September 2015
GE Capital July 2012 - June 2014
GE June 2011 - August 2011
Banc of America Securities May 2006 - March 2009
Economic Consulting Services July 2003 - May 2006
Skills
Financial Modeling, Valuation, Business Development, Business Strategy, Credit Analysis, Financial Structuring, Sales, Statistical Modeling, Legal Documents, Advanced Microsoft Excel, Real Estate Transactions, Deal Execution, Management, Financial Analysis, Leadership, Mergers & Acquisitions, Strategy, Corporate Finance, Analysis, Strategic Planning, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Competitive & Organizational Strategy
The College of Wooster 2000 — 2003
Bachelor of Arts, Business Economics
Bexley High School 1996 — 1999
Tyler Buckingham Tyler Buckingham's Banc of America Securities Experience June 2006 - January 2008
Job Associate at Simmons & Company International
Industry Financial Services
Experience
Simmons & Company International September 2014 - Present
Barclays July 2013 - August 2014
Barclays June 2012 - August 2012
Credit Suisse January 2009 - July 2011
Morgan Stanley March 2008 - January 2009
Banc of America Securities June 2006 - January 2008
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Simmons & Company International September 2014 - Present
Barclays July 2013 - August 2014
Barclays June 2012 - August 2012
Credit Suisse January 2009 - July 2011
Morgan Stanley March 2008 - January 2009
Banc of America Securities June 2006 - January 2008
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Donna Au's Banc of America Securities Experience June 2007 - August 2007
Job Consultant Advanced Analytics at Trinity Partners
Industry Pharmaceuticals
Experience
Trinity Partners March 2015 - Present
Decision Resources Group October 2014 - March 2015
The Amundsen Group - an IMS Health company December 2013 - October 2014
The Amundsen Group September 2011 - December 2013
Woods Hole Oceanographic Institution May 2010 - August 2011
Stockholm Environment Institute September 2010 - June 2011
Tufts University August 2009 - May 2011
Booz Allen Hamilton June 2009 - August 2009
BIA September 2008 - June 2009
Banc of America Securities June 2007 - August 2007
Skills
SQL Server, Microsoft Office, Financial Modeling, Research, Data Analysis, Statistics, Stata, Economics, Analysis, Market Research, Financial Analysis, Microsoft Excel, Analytics, Strategy, Management, Valuation, Business Strategy, Finance, Qualitative Research, SPSS, Pharmaceutical Industry, Competitive Analysis, CRM
Education
Tufts University 2009 — 2011
M.S., Economics
Tufts University
Bachelor of Science, Cum Laude, Economics, Biology
Trinity Partners March 2015 - Present
Decision Resources Group October 2014 - March 2015
The Amundsen Group - an IMS Health company December 2013 - October 2014
The Amundsen Group September 2011 - December 2013
Woods Hole Oceanographic Institution May 2010 - August 2011
Stockholm Environment Institute September 2010 - June 2011
Tufts University August 2009 - May 2011
Booz Allen Hamilton June 2009 - August 2009
BIA September 2008 - June 2009
Banc of America Securities June 2007 - August 2007
Skills
SQL Server, Microsoft Office, Financial Modeling, Research, Data Analysis, Statistics, Stata, Economics, Analysis, Market Research, Financial Analysis, Microsoft Excel, Analytics, Strategy, Management, Valuation, Business Strategy, Finance, Qualitative Research, SPSS, Pharmaceutical Industry, Competitive Analysis, CRM
Education
Tufts University 2009 — 2011
M.S., Economics
Tufts University
Bachelor of Science, Cum Laude, Economics, Biology
Hilary Kallop Hilary Kallop's Banc of America Securities Experience July 2004 - November 2006
Job President Consign It Greenwich
Industry Retail
Experience
Consign It Greenwich August 2011 - Present
Tuck School of Business at Dartmouth College September 2009 - May 2011
Barclays Wealth Americas August 2008 - May 2009
Alder Capital, LLC February 2007 - February 2008
Banc of America Securities July 2004 - November 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bowdoin College 2000 — 2004
BA, Art History
Consign It Greenwich August 2011 - Present
Tuck School of Business at Dartmouth College September 2009 - May 2011
Barclays Wealth Americas August 2008 - May 2009
Alder Capital, LLC February 2007 - February 2008
Banc of America Securities July 2004 - November 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bowdoin College 2000 — 2004
BA, Art History
David Madden David Madden's Banc of America Securities Experience 1999 - 2000
Job Partner at DHR International
Industry Staffing and Recruiting
Experience
DHR International June 2012 - Present
Lonergan Partners 2010 - 2012
CTPartners 2007 - 2010
UBS Financial Services 2004 - 2006
Merrill Lynch 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Executive Search, Talent Management, Mobile Payments, New Media, Telecommunications, Mobile Advertising, Wireless Networking, Business Strategy, Mobile Applications, E-commerce, Start-ups, Talent Acquisition
Education
Tulane University
B.A., Economics
Bellarmine College Preparatory
DHR International June 2012 - Present
Lonergan Partners 2010 - 2012
CTPartners 2007 - 2010
UBS Financial Services 2004 - 2006
Merrill Lynch 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Executive Search, Talent Management, Mobile Payments, New Media, Telecommunications, Mobile Advertising, Wireless Networking, Business Strategy, Mobile Applications, E-commerce, Start-ups, Talent Acquisition
Education
Tulane University
B.A., Economics
Bellarmine College Preparatory
Nathan Redden Nathan Redden's Banc of America Securities Experience October 1999 - October 2004
Job Creating customers for life
Industry Automotive
Experience
Sewell Automotive Companies July 2015 - Present
Sewell Automotive Companies November 2004 - February 2011
Ridelust 2008 - 2009
Banc of America Securities October 1999 - October 2004
Skills
Automobile, Automotive, Customer Retention, Customer Satisfaction, Profit, Sales, Sales Process, Vehicles, Sales Operations, Sales Management
Education
The University of Texas at Dallas 1998 — 2003
BS, Management, Finance, Physics
Sewell Automotive Companies July 2015 - Present
Sewell Automotive Companies November 2004 - February 2011
Ridelust 2008 - 2009
Banc of America Securities October 1999 - October 2004
Skills
Automobile, Automotive, Customer Retention, Customer Satisfaction, Profit, Sales, Sales Process, Vehicles, Sales Operations, Sales Management
Education
The University of Texas at Dallas 1998 — 2003
BS, Management, Finance, Physics
Diana Inman Diana Inman's Banc of America Securities Experience July 1998 - March 2000
Job at Franklin Street Partners
Industry Legal Services
Experience
Franklin Street Partners April 2011 - Present
Alston & Bird LLP November 2007 - April 2010
Cadwalader, Wickersham & Taft LLP May 2005 - October 2007
Banc of America Securities July 1998 - March 2000
Bank of America August 1997 - July 1998
Bank of America September 1993 - December 1995
Blair Conaway Bograd & Martin (Now merged with Shumaker, Loop & Kendrick, LLP) May 1990 - July 1993
Central Piedmont Community College January 1993 - May 1993
Davis, Matthews & Quigley, P.C. August 1988 - December 1989
Skills
Easements, Negotiation, Loans, Quickbooks, Loan reviews, SNDAs, Commercial real estate..., Commercial leases, QuickBooks, Commercial Mortgages, Leases, Microsoft Excel, Public Speaking, Banking, Corporate Law, Due Diligence, Corporate Finance, Finance, Legal Research
Education
The College of William and Mary - Marshall Wythe Law School 1985 — 1988
JD, Emphasis on commercial law
Wake Forest University 1981 — 1985
BS, Business
Albemarle High School, Charlottesville, Virginia
Franklin Street Partners April 2011 - Present
Alston & Bird LLP November 2007 - April 2010
Cadwalader, Wickersham & Taft LLP May 2005 - October 2007
Banc of America Securities July 1998 - March 2000
Bank of America August 1997 - July 1998
Bank of America September 1993 - December 1995
Blair Conaway Bograd & Martin (Now merged with Shumaker, Loop & Kendrick, LLP) May 1990 - July 1993
Central Piedmont Community College January 1993 - May 1993
Davis, Matthews & Quigley, P.C. August 1988 - December 1989
Skills
Easements, Negotiation, Loans, Quickbooks, Loan reviews, SNDAs, Commercial real estate..., Commercial leases, QuickBooks, Commercial Mortgages, Leases, Microsoft Excel, Public Speaking, Banking, Corporate Law, Due Diligence, Corporate Finance, Finance, Legal Research
Education
The College of William and Mary - Marshall Wythe Law School 1985 — 1988
JD, Emphasis on commercial law
Wake Forest University 1981 — 1985
BS, Business
Albemarle High School, Charlottesville, Virginia
Ron Lissak Ron Lissak's Banc of America Securities Experience February 1999 - June 2001
Job Managing Partner, Catapult Advisors (Software & Internet Investment Banking/M&A)
Industry Investment Banking
Experience
Catapult Advisors LLC June 2001 - Present
Banc of America Securities February 1999 - June 2001
Montgomery Securities August 1989 - February 1999
Salomon Brothers August 1985 - April 1987
Skills
M&A, Skilled Negotiator, Creative Problem Solver, Intuitive, Mergers, Divestitures, Spin-offs, Private Equity, Venture Capital, Corporate Finance, Private Placements, Investment Banking, Cross-border..., Alternative Investments, Business Development, Business Strategy, Capital Raising, Corporate Development, Corporate Governance, Creative Solutions, Due Diligence, Entrepreneurship, Equities, Finance, Financial Advisory, Growth Capital, Leadership, Management, Mergers, Negotiation, Start-ups, Strategy, Mergers & Acquisitions
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1986
MA, International Econmics/European Studies
University of California, Berkeley 1979 — 1982
Bachelor of Arts (B.A.)
Clark University 1977 — 1979
Lakewood High 1974 — 1977
Catapult Advisors LLC June 2001 - Present
Banc of America Securities February 1999 - June 2001
Montgomery Securities August 1989 - February 1999
Salomon Brothers August 1985 - April 1987
Skills
M&A, Skilled Negotiator, Creative Problem Solver, Intuitive, Mergers, Divestitures, Spin-offs, Private Equity, Venture Capital, Corporate Finance, Private Placements, Investment Banking, Cross-border..., Alternative Investments, Business Development, Business Strategy, Capital Raising, Corporate Development, Corporate Governance, Creative Solutions, Due Diligence, Entrepreneurship, Equities, Finance, Financial Advisory, Growth Capital, Leadership, Management, Mergers, Negotiation, Start-ups, Strategy, Mergers & Acquisitions
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1986
MA, International Econmics/European Studies
University of California, Berkeley 1979 — 1982
Bachelor of Arts (B.A.)
Clark University 1977 — 1979
Lakewood High 1974 — 1977
Dawn Gale Dawn Gale's Banc of America Securities Experience 1997 - 2002
Job VP Operations Risk & Control at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2007 - Present
Bank of America 2005 - 2007
Banc of America Securities, LLC 2002 - 2005
Banc of America Securities 1997 - 2002
Banc of America Securities, LLC 1994 - 1997
Education
The University of Texas at Arlington 1988 — 1992
BA, POLITICAL SCIENCE
Bank of America Merrill Lynch 2007 - Present
Bank of America 2005 - 2007
Banc of America Securities, LLC 2002 - 2005
Banc of America Securities 1997 - 2002
Banc of America Securities, LLC 1994 - 1997
Education
The University of Texas at Arlington 1988 — 1992
BA, POLITICAL SCIENCE
Kullen Kifer, CFA Kullen Kifer, CFA's Banc of America Securities Experience August 2003 - June 2007
Job CFO at Tiff's Treats Cookie Delivery
Industry Retail
Experience
Tiff's Treats February 2012 - Present
Austin Acquisitions, LLC January 2011 - December 2011
First Turn Strategies, LLC January 2011 - December 2011
Smith Group Asset Management January 2010 - December 2010
Tiff's Treats 2001 - December 2010
Cimarron Asset Management, LLC August 2009 - January 2010
MBA Investment Fund, LLC 2007 - 2009
Banc of America Securities August 2003 - June 2007
Skills
Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2003
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Finance
Tiff's Treats February 2012 - Present
Austin Acquisitions, LLC January 2011 - December 2011
First Turn Strategies, LLC January 2011 - December 2011
Smith Group Asset Management January 2010 - December 2010
Tiff's Treats 2001 - December 2010
Cimarron Asset Management, LLC August 2009 - January 2010
MBA Investment Fund, LLC 2007 - 2009
Banc of America Securities August 2003 - June 2007
Skills
Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2003
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Finance
Brian Rovner's Banc of America Securities Experience July 1998 - July 2000
Job VP Marketing at Smart Toys and Games, Inc.
Industry Consumer Goods
Experience
Smart Toys and Games, Inc. October 2012 - Present
The Immigrant Professional July 2009 - Present
Golden Gate Auctions February 2006 - Present
Twisterz Toys, LLC December 2009 - September 2012
World in Advance, Inc. February 2003 - January 2006
The Corgus Group July 2000 - January 2003
Banc of America Securities July 1998 - July 2000
Government of Spain Tourism Bureau July 1994 - July 1996
Skills
Strategic Partnerships, Start-ups, Product Management, Strategy, Product Marketing, Management, Product Development, Business Strategy, Management Consulting, Sales, Program Management, Digital Marketing, E-commerce, Marketing Strategy, Entrepreneurship, Marketing, Creative Direction, Mergers & Acquisitions, Retail, Online Advertising, Competitive Analysis, Online Marketing, Market Research, New Business Development
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
MS
University of California, San Diego 1990 — 1994
BA
The University of Stirling 1992 — 1993
Study Abroad Program
Smart Toys and Games, Inc. October 2012 - Present
The Immigrant Professional July 2009 - Present
Golden Gate Auctions February 2006 - Present
Twisterz Toys, LLC December 2009 - September 2012
World in Advance, Inc. February 2003 - January 2006
The Corgus Group July 2000 - January 2003
Banc of America Securities July 1998 - July 2000
Government of Spain Tourism Bureau July 1994 - July 1996
Skills
Strategic Partnerships, Start-ups, Product Management, Strategy, Product Marketing, Management, Product Development, Business Strategy, Management Consulting, Sales, Program Management, Digital Marketing, E-commerce, Marketing Strategy, Entrepreneurship, Marketing, Creative Direction, Mergers & Acquisitions, Retail, Online Advertising, Competitive Analysis, Online Marketing, Market Research, New Business Development
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
MS
University of California, San Diego 1990 — 1994
BA
The University of Stirling 1992 — 1993
Study Abroad Program
Songbae Lee's Banc of America Securities Experience January 2008 - January 2009
Job
Industry Financial Services
Experience
Kompanion Financial Group March 2010 - May 2012
Mercy Corps November 2009 - March 2010
Banc of America Securities January 2008 - January 2009
Banc of America Securities July 2006 - December 2007
Dresdner Kleinwort Wasserstein June 2004 - June 2006
Peace Corps February 1999 - July 2000
MeriStar Hospitality Corporation May 1995 - January 1999
American Council of Life Insurance June 1993 - April 1995
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
University of Vermont 1986 — 1991
BS
Walt Whitman 1983 — 1987
High School
Kompanion Financial Group March 2010 - May 2012
Mercy Corps November 2009 - March 2010
Banc of America Securities January 2008 - January 2009
Banc of America Securities July 2006 - December 2007
Dresdner Kleinwort Wasserstein June 2004 - June 2006
Peace Corps February 1999 - July 2000
MeriStar Hospitality Corporation May 1995 - January 1999
American Council of Life Insurance June 1993 - April 1995
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
University of Vermont 1986 — 1991
BS
Walt Whitman 1983 — 1987
High School
Chris Mitchell's Banc of America Securities Experience 2004 - 2009
Job CEO at Chicken Soup for the Soul Pet
Industry Consumer Goods
Experience
Chicken Soup for the Soul May 2013 - Present
TMG Partners 2009 - Present
Banc of America Securities 2004 - 2009
The Carlyle Group 2003 - 2003
Banc of America Securities 1993 - 2003
Skills
Private Equity, Investment Banking, Portfolio Management, Due Diligence, Investments, Hedge Funds, Finance, Equities
Education
London School of Economics and Political Science 2003 — 2003
Finance and International Law
Virginia Tech 1988 — 1992
B.S. Finance and Management
Chicken Soup for the Soul May 2013 - Present
TMG Partners 2009 - Present
Banc of America Securities 2004 - 2009
The Carlyle Group 2003 - 2003
Banc of America Securities 1993 - 2003
Skills
Private Equity, Investment Banking, Portfolio Management, Due Diligence, Investments, Hedge Funds, Finance, Equities
Education
London School of Economics and Political Science 2003 — 2003
Finance and International Law
Virginia Tech 1988 — 1992
B.S. Finance and Management
Dan Nash's Banc of America Securities Experience July 2006 - March 2009
Job Director Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch March 2009 - June 2014
Banc of America Securities July 2006 - March 2009
Riverstone Networks November 2000 - June 2004
Intel Corp July 1999 - November 2000
Skills
Valuation, Corporate Finance, Real Estate Investment, Private Equity, Strategic Planning, Game Theory, Consumer Internet, Social Networking, eCommerce, Investment Banking, Mergers & Acquisitions, Internet & Digital Media, IPOs & Equities, Analysis, Investment Properties, Investments, Strategic Financial..., Financial Modeling, E-commerce
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics and Mathematics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Mathematics
Pinewood High School 1991 — 1995
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch March 2009 - June 2014
Banc of America Securities July 2006 - March 2009
Riverstone Networks November 2000 - June 2004
Intel Corp July 1999 - November 2000
Skills
Valuation, Corporate Finance, Real Estate Investment, Private Equity, Strategic Planning, Game Theory, Consumer Internet, Social Networking, eCommerce, Investment Banking, Mergers & Acquisitions, Internet & Digital Media, IPOs & Equities, Analysis, Investment Properties, Investments, Strategic Financial..., Financial Modeling, E-commerce
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics and Mathematics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Mathematics
Pinewood High School 1991 — 1995
Jonathan Curtis's Banc of America Securities Experience March 1996 - February 2000
Job
Industry Investment Banking
Experience
Bridge Street Advisors November 2008 - Present
Bear, Stearns & Co. Inc. February 2000 - November 2007
Banc of America Securities March 1996 - February 2000
Morgan Stanley March 1995 - February 1996
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Valuation, Strategy, Acquisitions, Strategic Planning, Due Diligence, M&A execution, Investments, Financial Modeling, Competitive Analysis, Business Development, Buyside, Financial Analysis, Divestitures, Business Strategy, LBO, Strategic Advisory, Sellside, Management, Software, Enterprise Software, Mentoring
Education
The George Washington University
BBA
University of California, Berkeley, Haas School of Business
MBA
Bridge Street Advisors November 2008 - Present
Bear, Stearns & Co. Inc. February 2000 - November 2007
Banc of America Securities March 1996 - February 2000
Morgan Stanley March 1995 - February 1996
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Valuation, Strategy, Acquisitions, Strategic Planning, Due Diligence, M&A execution, Investments, Financial Modeling, Competitive Analysis, Business Development, Buyside, Financial Analysis, Divestitures, Business Strategy, LBO, Strategic Advisory, Sellside, Management, Software, Enterprise Software, Mentoring
Education
The George Washington University
BBA
University of California, Berkeley, Haas School of Business
MBA
Derek Albanese's Banc of America Securities Experience 1999 - 2001
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
Sterling Investment Partners 2012 - Present
Nassau Point Investors 2008 - 2011
J.P. Morgan Securities Inc. 2005 - 2008
Adelphia Communications Corp. 2001 - 2003
Banc of America Securities 1999 - 2001
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Venture Capital, Corporate Development, LBO, Due Diligence, M&A experience, Investments, Financial Analysis, Leveraged Finance, Mergers, Financial Structuring
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Tufts University 1994 — 1998
BSME, Mechanical Engineering
Sterling Investment Partners 2012 - Present
Nassau Point Investors 2008 - 2011
J.P. Morgan Securities Inc. 2005 - 2008
Adelphia Communications Corp. 2001 - 2003
Banc of America Securities 1999 - 2001
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Venture Capital, Corporate Development, LBO, Due Diligence, M&A experience, Investments, Financial Analysis, Leveraged Finance, Mergers, Financial Structuring
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Tufts University 1994 — 1998
BSME, Mechanical Engineering
David Hughes's Banc of America Securities Experience October 2001 - March 2005
Job Managing Director at J. Paul Getty Trust
Industry Investment Management
Experience
J. Paul Getty Trust January 2011 - Present
University of California November 2005 - December 2010
Banc of America Securities October 2001 - March 2005
Mousse Partners June 2001 - August 2001
Laurel Management Company, LLC May 1996 - June 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Strategy, Portfolio Optimization, Due Diligence, Alternative Investments, Asset Managment, Securities, Investments, Emerging Markets, Valuation, Strategy, Financial Risk
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1992 — 1993
University of California, Riverside 1988 — 1992
BS
University of California, Riverside 1988 — 1992
BA
J. Paul Getty Trust January 2011 - Present
University of California November 2005 - December 2010
Banc of America Securities October 2001 - March 2005
Mousse Partners June 2001 - August 2001
Laurel Management Company, LLC May 1996 - June 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Strategy, Portfolio Optimization, Due Diligence, Alternative Investments, Asset Managment, Securities, Investments, Emerging Markets, Valuation, Strategy, Financial Risk
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1992 — 1993
University of California, Riverside 1988 — 1992
BS
University of California, Riverside 1988 — 1992
BA
Rubens Feroz's Banc of America Securities Experience February 2007 - May 2008
Job
Industry Investment Banking
Experience
Barclays June 2014 - Present
LEK Consulting September 2012 - June 2014
UnitedHealth Group August 2008 - July 2010
Banc of America Securities February 2007 - May 2008
Microsoft January 2006 - June 2006
Education
The University of Chicago Booth School of Business 2010 — 2012
M.B.A.
University of Minnesota-Twin Cities 2002 — 2006
B.S.
Barclays June 2014 - Present
LEK Consulting September 2012 - June 2014
UnitedHealth Group August 2008 - July 2010
Banc of America Securities February 2007 - May 2008
Microsoft January 2006 - June 2006
Education
The University of Chicago Booth School of Business 2010 — 2012
M.B.A.
University of Minnesota-Twin Cities 2002 — 2006
B.S.
William Finkelstein's Banc of America Securities Experience June 2008 - August 2008
Job Chief Financial Officer at Happy Tree
Industry Food & Beverages
Experience
Happy Tree 2014 - Present
Bank of America Merrill Lynch 2009 - 2014
HIP Investor May 2009 - July 2009
Banc of America Securities June 2008 - August 2008
United Nations Capital Development Fund May 2007 - July 2007
Chubb Group of Insurance Companies 2002 - 2007
Skills
Underwriting, Business Development, Investment Banking, Banking, Valuation, Financial Modeling, Portfolio Management, Mergers, Finance, Due Diligence, Capital Markets, Business Strategy, Mergers & Acquisitions, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The George Washington University
B.A., International Affairs, Elliott School of International Affairs
Horace Mann School
Happy Tree 2014 - Present
Bank of America Merrill Lynch 2009 - 2014
HIP Investor May 2009 - July 2009
Banc of America Securities June 2008 - August 2008
United Nations Capital Development Fund May 2007 - July 2007
Chubb Group of Insurance Companies 2002 - 2007
Skills
Underwriting, Business Development, Investment Banking, Banking, Valuation, Financial Modeling, Portfolio Management, Mergers, Finance, Due Diligence, Capital Markets, Business Strategy, Mergers & Acquisitions, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The George Washington University
B.A., International Affairs, Elliott School of International Affairs
Horace Mann School
David Neigler's Banc of America Securities Experience 2003 - 2006
Job Development Manager at SAC Capital
Industry Financial Services
Experience
SAC Capital Advisors May 2006 - Present
Banc of America Securities 2003 - 2006
Internosis November 2002 - November 2003
Banc of America Securities September 2000 - October 2002
You gotta eat 2000 - 2001
Caribiner International August 1997 - September 2000
Skills
Trading Systems, Hedge Funds
Education
The New School 1994 — 1997
BFA, Music
University of North Texas 1992 — 1994
Music
SAC Capital Advisors May 2006 - Present
Banc of America Securities 2003 - 2006
Internosis November 2002 - November 2003
Banc of America Securities September 2000 - October 2002
You gotta eat 2000 - 2001
Caribiner International August 1997 - September 2000
Skills
Trading Systems, Hedge Funds
Education
The New School 1994 — 1997
BFA, Music
University of North Texas 1992 — 1994
Music
Jeff Mohan's Banc of America Securities Experience June 2000 - January 2002
Job Director II, Product Analysis at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2013 - Present
Liberty Mutual Insurance February 2012 - January 2013
Liberty Mutual November 2009 - February 2012
Bain & Company October 2008 - December 2009
Opera Solutions June 2007 - August 2007
Jefferies Quarterdeck June 2004 - October 2005
Bank of America, Strategies Group May 2002 - June 2004
Banc of America Securities June 2000 - January 2002
Skills
Strategy, IT Strategy, Investment Banking, Finance, Analytics, Analysis, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Wake Forest University 1996 — 2000
B.S., Finance
Medfield High 1992 — 1996
Liberty Mutual Insurance February 2013 - Present
Liberty Mutual Insurance February 2012 - January 2013
Liberty Mutual November 2009 - February 2012
Bain & Company October 2008 - December 2009
Opera Solutions June 2007 - August 2007
Jefferies Quarterdeck June 2004 - October 2005
Bank of America, Strategies Group May 2002 - June 2004
Banc of America Securities June 2000 - January 2002
Skills
Strategy, IT Strategy, Investment Banking, Finance, Analytics, Analysis, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Wake Forest University 1996 — 2000
B.S., Finance
Medfield High 1992 — 1996
Lawrence O's Banc of America Securities Experience August 1999 - March 2003
Job Senior Credit Analyst
Industry Investment Management
Experience
Napier Park Global Capital (fka Citi Capital Advisors) June 2008 - Present
KBC Alternative Investment Management March 2003 - June 2008
KBC Financial Products 2005 - 2006
Banc of America Securities August 1999 - March 2003
JPMorgan Chase November 1996 - August 1999
Skills
Hedge Funds, High Yield, CLO, CDS, Bonds, Credit, Capital Markets, Equities, Fixed Income, Investments, Investment Banking, Trading, Portfolio Management, Loans, Leveraged Finance, Derivatives
Education
The Cooper Union for the Advancement of Science and Art 1990 — 1995
Engineer's Degree, Civil Engineering (minor in Mechanical Eng.)
Stuyvesant High School
Napier Park Global Capital (fka Citi Capital Advisors) June 2008 - Present
KBC Alternative Investment Management March 2003 - June 2008
KBC Financial Products 2005 - 2006
Banc of America Securities August 1999 - March 2003
JPMorgan Chase November 1996 - August 1999
Skills
Hedge Funds, High Yield, CLO, CDS, Bonds, Credit, Capital Markets, Equities, Fixed Income, Investments, Investment Banking, Trading, Portfolio Management, Loans, Leveraged Finance, Derivatives
Education
The Cooper Union for the Advancement of Science and Art 1990 — 1995
Engineer's Degree, Civil Engineering (minor in Mechanical Eng.)
Stuyvesant High School
Sloan Ginn's Banc of America Securities Experience April 2000 - September 2000
Job Principal Product Manager at Angie's List
Industry Marketing and Advertising
Experience
Angie's List April 2013 - Present
DoubleVerify, Inc August 2011 - December 2012
Microsoft October 2006 - July 2011
Microsoft August 2004 - October 2006
Microsoft July 2003 - July 2004
Medtronic August 2002 - November 2002
Medtronic June 2001 - August 2001
Banc of America Securities April 2000 - September 2000
Bank of America May 1998 - April 2000
Ideascope 1995 - 1998
Skills
Product Management, Strategic Partnerships, Product Marketing, Mobile Devices, Online Advertising, Mobile Advertising, Analytics, Digital Marketing, Behavioral Targeting, Go-to-market Strategy, Product Planning, Start-ups, Mobile Marketing, Competitive Analysis, Product Launch, Monetization, Digital Media, Ad Serving, Display Advertising, Advertising, Business Development, Mobile Applications, Product Development
Education
University of Washington, Michael G. Foster School of Business 2000 — 2002
MBA
The George Washington University 1989 — 1994
BBA, Business
Angie's List April 2013 - Present
DoubleVerify, Inc August 2011 - December 2012
Microsoft October 2006 - July 2011
Microsoft August 2004 - October 2006
Microsoft July 2003 - July 2004
Medtronic August 2002 - November 2002
Medtronic June 2001 - August 2001
Banc of America Securities April 2000 - September 2000
Bank of America May 1998 - April 2000
Ideascope 1995 - 1998
Skills
Product Management, Strategic Partnerships, Product Marketing, Mobile Devices, Online Advertising, Mobile Advertising, Analytics, Digital Marketing, Behavioral Targeting, Go-to-market Strategy, Product Planning, Start-ups, Mobile Marketing, Competitive Analysis, Product Launch, Monetization, Digital Media, Ad Serving, Display Advertising, Advertising, Business Development, Mobile Applications, Product Development
Education
University of Washington, Michael G. Foster School of Business 2000 — 2002
MBA
The George Washington University 1989 — 1994
BBA, Business
Saquib Rahmani's Banc of America Securities Experience August 2005 - May 2007
Job Sr Storage Engineer at Altera
Industry Information Technology and Services
Experience
Altera November 2012 - Present
Bank Of America June 2008 - December 2012
Bank of America May 2007 - January 2009
Banc of America Securities August 2005 - May 2007
Banc of America Securities January 2003 - August 2004
Montgomery Securities June 2000 - August 2004
Ross Stores, Inc. 1999 - 2000
Skills
NAS, Solaris, NetApp, Storage, Brocade, Team Leadership, Disaster Recovery, Data Center, Servers, System Administration, Storage Area Networks, EMC Storage, High Availability, Unix Shell Scripting, Enterprise Architecture, Unix, Windows Server, VMware, ITIL, Red Hat Linux, Operating Systems, Shell Scripting, Security, SAN
Education
UMIST 1997 — 1998
Masters, Information Systems Engineering
The University of Manchester 1994 — 1997
Bachelors, Medical Informatics
Altera November 2012 - Present
Bank Of America June 2008 - December 2012
Bank of America May 2007 - January 2009
Banc of America Securities August 2005 - May 2007
Banc of America Securities January 2003 - August 2004
Montgomery Securities June 2000 - August 2004
Ross Stores, Inc. 1999 - 2000
Skills
NAS, Solaris, NetApp, Storage, Brocade, Team Leadership, Disaster Recovery, Data Center, Servers, System Administration, Storage Area Networks, EMC Storage, High Availability, Unix Shell Scripting, Enterprise Architecture, Unix, Windows Server, VMware, ITIL, Red Hat Linux, Operating Systems, Shell Scripting, Security, SAN
Education
UMIST 1997 — 1998
Masters, Information Systems Engineering
The University of Manchester 1994 — 1997
Bachelors, Medical Informatics
Jim Dries's Banc of America Securities Experience 1999 - 2003
Job CEO at piLYTIX
Industry Computer Software
Experience
Pilytix October 2013 - Present
Clubessential April 2008 - October 2013
Corporate Executive Board March 2004 - March 2008
Banc of America Securities 1999 - 2003
Skills
Talent Management, Mergers, Sales Management, Financial Modeling, Business Strategy, Corporate Development, Business Development, Valuation, New Business Development, Strategic Planning, Strategy, Financial Analysis, M&A experience, Private Equity, Sales Process, Investment Banking, Mergers & Acquisitions, Competitive Analysis, Start-ups, Strategic Partnerships, SaaS, Salesforce.com, Enterprise Software, Product Management, Executive Management, Analytics, Leadership, Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
Yale University 1995 — 1999
Bachelor of Arts (BA), Political Science and Government
Pilytix October 2013 - Present
Clubessential April 2008 - October 2013
Corporate Executive Board March 2004 - March 2008
Banc of America Securities 1999 - 2003
Skills
Talent Management, Mergers, Sales Management, Financial Modeling, Business Strategy, Corporate Development, Business Development, Valuation, New Business Development, Strategic Planning, Strategy, Financial Analysis, M&A experience, Private Equity, Sales Process, Investment Banking, Mergers & Acquisitions, Competitive Analysis, Start-ups, Strategic Partnerships, SaaS, Salesforce.com, Enterprise Software, Product Management, Executive Management, Analytics, Leadership, Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
Yale University 1995 — 1999
Bachelor of Arts (BA), Political Science and Government
William Sargent Jr.'s Banc of America Securities Experience April 2005 - February 2008
Job Vice President, Commercial Strategy and Investor Relations at Nabriva Therapeutics AG
Industry Biotechnology
Experience
Nabriva Therapeutics AG September 2015 - Present
Auxilium Pharmaceuticals, Inc. September 2014 - April 2015
Auxilium Pharmaceuticals August 2013 - August 2014
Auxilium Pharmaceuticals June 2012 - July 2013
Auxilium Pharmaceuticals March 2008 - July 2013
Banc of America Securities April 2005 - February 2008
Amgen July 2002 - March 2005
Immunex July 2000 - June 2002
Skills
Biotechnology, Cross-functional Team..., Competitive Intelligence, Pharmaceutical Industry, Strategic Planning, Mergers, Due Diligence, Business Strategy, Product Management, Project Management, Financial Modeling, Investor Relations
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
MBA, Marketing and Entrepreneurship
The Johns Hopkins University 1990 — 1994
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Ridge High School 1988 — 1990
Nabriva Therapeutics AG September 2015 - Present
Auxilium Pharmaceuticals, Inc. September 2014 - April 2015
Auxilium Pharmaceuticals August 2013 - August 2014
Auxilium Pharmaceuticals June 2012 - July 2013
Auxilium Pharmaceuticals March 2008 - July 2013
Banc of America Securities April 2005 - February 2008
Amgen July 2002 - March 2005
Immunex July 2000 - June 2002
Skills
Biotechnology, Cross-functional Team..., Competitive Intelligence, Pharmaceutical Industry, Strategic Planning, Mergers, Due Diligence, Business Strategy, Product Management, Project Management, Financial Modeling, Investor Relations
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
MBA, Marketing and Entrepreneurship
The Johns Hopkins University 1990 — 1994
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Ridge High School 1988 — 1990
Jonathan Parker's Banc of America Securities Experience June 2004 - July 2006
Job Director, Strategic Finance and Investor Relations at New Relic
Industry Computer Software
Experience
New Relic, Inc. March 2014 - Present
Morgan Stanley August 2010 - March 2014
Morgan Stanley June 2009 - August 2009
FLAG Capital Management August 2006 - July 2008
Banc of America Securities June 2004 - July 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Enterprise Software, Technology, Software, SaaS, Financial Analysis, Investment Banking, Hedge Funds, Bloomberg, Asset Management, Corporate Finance, Mergers & Acquisitions, Analytics
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Accounting, Finance
Tufts University 2000 — 2004
BA, Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, General Course program in Economics
Champlain Valley Union High School 1996 — 2000
New Relic, Inc. March 2014 - Present
Morgan Stanley August 2010 - March 2014
Morgan Stanley June 2009 - August 2009
FLAG Capital Management August 2006 - July 2008
Banc of America Securities June 2004 - July 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Enterprise Software, Technology, Software, SaaS, Financial Analysis, Investment Banking, Hedge Funds, Bloomberg, Asset Management, Corporate Finance, Mergers & Acquisitions, Analytics
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Accounting, Finance
Tufts University 2000 — 2004
BA, Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, General Course program in Economics
Champlain Valley Union High School 1996 — 2000
Afi Lowery's Banc of America Securities Experience March 2000 - September 2008
Job Kenwood Advisors, Inc.
Industry Financial Services
Experience
Kenwood Advisors, Inc. March 2013 - Present
BNP Paribas Prime Brokerage October 2008 - December 2012
Banc of America Securities March 2000 - September 2008
Education
The University of Texas at Dallas
BS, Economics and Finance
Kenwood Advisors, Inc. March 2013 - Present
BNP Paribas Prime Brokerage October 2008 - December 2012
Banc of America Securities March 2000 - September 2008
Education
The University of Texas at Dallas
BS, Economics and Finance
Jerry Wang, CFA, CAIA's Banc of America Securities Experience 2007 - 2007
Job Founder & CEO at Haitou
Industry Investment Management
Experience
Haitou 2014 - Present
Private Partnership 2013 - Present
Wesleyan Investment Office 2011 - 2012
University of Notre Dame Investment Office 2008 - 2010
Banc of America Securities 2007 - 2007
Draper Fisher Jurvetson Dragon Fund 2006 - 2006
Skills
Private Equity, Venture Capital, Equities, Equity Research, Financial Analysis, Asset Allocation, Portfolio Management, Valuation, Capital Markets, Hedge Funds, Emerging Markets, Asset Management, Financial Modeling, Investment Management, Alternative Investments
Education
Tsinghua University
University of Notre Dame
Haitou 2014 - Present
Private Partnership 2013 - Present
Wesleyan Investment Office 2011 - 2012
University of Notre Dame Investment Office 2008 - 2010
Banc of America Securities 2007 - 2007
Draper Fisher Jurvetson Dragon Fund 2006 - 2006
Skills
Private Equity, Venture Capital, Equities, Equity Research, Financial Analysis, Asset Allocation, Portfolio Management, Valuation, Capital Markets, Hedge Funds, Emerging Markets, Asset Management, Financial Modeling, Investment Management, Alternative Investments
Education
Tsinghua University
University of Notre Dame
Ryan Bailes's Banc of America Securities Experience March 1999 - July 2005
Job Investment Research Analyst
Industry Financial Services
Experience
MacKay Shields LLC July 2015 - Present
Nomura Securities April 2007 - June 2015
Duma Capital July 2005 - December 2006
Banc of America Securities March 1999 - July 2005
Skills
Fixed Income, Bloomberg, Equities, High Yield, Portfolio Management, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Bonds, Derivatives, Equity Research, Financial Markets, Financial Modeling, Securities, Private Equity, Series 7, Trading, Valuation
Education
The University of Kansas 1992 — 1996
Business/Finance
MacKay Shields LLC July 2015 - Present
Nomura Securities April 2007 - June 2015
Duma Capital July 2005 - December 2006
Banc of America Securities March 1999 - July 2005
Skills
Fixed Income, Bloomberg, Equities, High Yield, Portfolio Management, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Bonds, Derivatives, Equity Research, Financial Markets, Financial Modeling, Securities, Private Equity, Series 7, Trading, Valuation
Education
The University of Kansas 1992 — 1996
Business/Finance
Nikhil Oberoi's Banc of America Securities Experience 2005 - 2007
Job Vice President at Starboard Value
Industry Investment Management
Experience
Starboard Value November 2013 - Present
Mubadala Development Company July 2010 - May 2011
Mubadala Development Company September 2009 - July 2010
Court Square Capital Partners / CVC Equity Partners August 2007 - August 2009
Banc of America Securities 2005 - 2007
Skills
Private Equity, Valuation, Finance, Business Development, Financial Modeling, Equity Research, Hedge Funds, Investment Banking, Leveraged Finance, Distressed Debt, Mergers & Acquisitions, Structured Finance, Portfolio Management, Investments, Strategy, Due Diligence, Derivatives, Equities
Education
University of Chicago 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Economics
Starboard Value November 2013 - Present
Mubadala Development Company July 2010 - May 2011
Mubadala Development Company September 2009 - July 2010
Court Square Capital Partners / CVC Equity Partners August 2007 - August 2009
Banc of America Securities 2005 - 2007
Skills
Private Equity, Valuation, Finance, Business Development, Financial Modeling, Equity Research, Hedge Funds, Investment Banking, Leveraged Finance, Distressed Debt, Mergers & Acquisitions, Structured Finance, Portfolio Management, Investments, Strategy, Due Diligence, Derivatives, Equities
Education
University of Chicago 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Economics
Dave Donofrio's Banc of America Securities Experience 1995 - 1997
Job Director at RBS
Industry Investment Banking
Experience
RBS Securities Inc. / The Royal Bank of Scotland March 2006 - Present
BMO Capital Markets 2004 - 2006
Citigroup July 1997 - January 2004
Banc of America Securities 1995 - 1997
First Chicago 1988 - 1991
Skills
Capital Markets, Structured Finance, Financial Modeling, Securitization, Corporate Finance, Investment Banking, ABS, Structured Products, Investments, Banking, Fixed Income, Financial Analysis, Portfolio Management, Financial Structuring, Valuation, Operational Risk..., Hedging, Derivatives, Private Equity, Securities, Credit Risk, Hedge Funds, Credit
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
RBS Securities Inc. / The Royal Bank of Scotland March 2006 - Present
BMO Capital Markets 2004 - 2006
Citigroup July 1997 - January 2004
Banc of America Securities 1995 - 1997
First Chicago 1988 - 1991
Skills
Capital Markets, Structured Finance, Financial Modeling, Securitization, Corporate Finance, Investment Banking, ABS, Structured Products, Investments, Banking, Fixed Income, Financial Analysis, Portfolio Management, Financial Structuring, Valuation, Operational Risk..., Hedging, Derivatives, Private Equity, Securities, Credit Risk, Hedge Funds, Credit
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
Peter Sachs's Banc of America Securities Experience October 2006 - July 2007
Job Content Manager at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems October 2010 - Present
FactSet Research Systems September 2007 - September 2010
Banc of America Securities October 2006 - July 2007
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2000 — 2006
Diplom Kaufmann
FactSet Research Systems October 2010 - Present
FactSet Research Systems September 2007 - September 2010
Banc of America Securities October 2006 - July 2007
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2000 — 2006
Diplom Kaufmann
Damian Hyams's Banc of America Securities Experience 2004 - 2008
Job Equity Research Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
Manuel Trigueros's Banc of America Securities Experience October 1999 - April 2002
Job Commodities Trader at Gavilon Group, LLC
Industry Financial Services
Experience
Gavilon Group, LLC October 2010 - Present
Endura Technology LLC August 2008 - September 2010
Dorado Securities February 2006 - July 2008
Fidelity Investments May 2005 - January 2006
Banc of America Securities October 1999 - April 2002
Skills
Fixed Income, Portfolio Management, Equities, Financial Analysis, Investments, Financial Modeling, Trading, Hedging, Derivatives, Financial Markets, Options, Negotiation
Education
Thunderbird School of Global Management 2003 — 2005
Masters, Finance
University of San Francisco 1995 — 1999
Bachelor's degree, Marketing
Gavilon Group, LLC October 2010 - Present
Endura Technology LLC August 2008 - September 2010
Dorado Securities February 2006 - July 2008
Fidelity Investments May 2005 - January 2006
Banc of America Securities October 1999 - April 2002
Skills
Fixed Income, Portfolio Management, Equities, Financial Analysis, Investments, Financial Modeling, Trading, Hedging, Derivatives, Financial Markets, Options, Negotiation
Education
Thunderbird School of Global Management 2003 — 2005
Masters, Finance
University of San Francisco 1995 — 1999
Bachelor's degree, Marketing
Jeff Kinsell's Banc of America Securities Experience 1996 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Banc of America Securities 1996 - 2007
A. G. Edwards (now Wells Fargo Securities) 1994 - 1996
PaineWebber Securities (now UBS Securities LLC) 1988 - 1994
The First Boston Corporation (now Credit Suisse) 1978 - 1988
The First Boston Corporation (now Credit Suisse) 1976 - 1978
Skills
Bonds, Fixed Income, Structured Finance, Derivatives, Banking, Capital Markets, Securities, Investments, Bloomberg, Trading, Financial Structuring, Portfolio Management, Sales Management, Asset Management, Team Building, Due Diligence, Tax Exempt Securities, Asset Managment, Mentoring
Education
University of California, Los Angeles - The Anderson School of Management 1974 — 1976
Master of Business Administration (MBA), Finance
Tulane University 1969 — 1973
Bachelor's degree, Biology
Santa Barbara High School 1966 — 1969
Banc of America Securities 1996 - 2007
A. G. Edwards (now Wells Fargo Securities) 1994 - 1996
PaineWebber Securities (now UBS Securities LLC) 1988 - 1994
The First Boston Corporation (now Credit Suisse) 1978 - 1988
The First Boston Corporation (now Credit Suisse) 1976 - 1978
Skills
Bonds, Fixed Income, Structured Finance, Derivatives, Banking, Capital Markets, Securities, Investments, Bloomberg, Trading, Financial Structuring, Portfolio Management, Sales Management, Asset Management, Team Building, Due Diligence, Tax Exempt Securities, Asset Managment, Mentoring
Education
University of California, Los Angeles - The Anderson School of Management 1974 — 1976
Master of Business Administration (MBA), Finance
Tulane University 1969 — 1973
Bachelor's degree, Biology
Santa Barbara High School 1966 — 1969
Ryan Kilstein's Banc of America Securities Experience August 1999 - July 2001
Job Analyst at Southpoint Capital
Industry Investment Management
Experience
Southpoint Capital April 2013 - Present
Empyrean Capital Partners July 2010 - April 2013
Breeden Partners September 2009 - July 2010
Marathon Partners LP July 2001 - September 2009
Banc of America Securities August 1999 - July 2001
Skills
Equity Research, Investments, Valuation
Education
The George Washington University 1995 — 1999
BBA, Finance
Southpoint Capital April 2013 - Present
Empyrean Capital Partners July 2010 - April 2013
Breeden Partners September 2009 - July 2010
Marathon Partners LP July 2001 - September 2009
Banc of America Securities August 1999 - July 2001
Skills
Equity Research, Investments, Valuation
Education
The George Washington University 1995 — 1999
BBA, Finance
Susanne Gealy's Banc of America Securities Experience February 1998 - February 2000
Job Principal at Investcorp Hedge Funds
Industry Investment Management
Experience
Investcorp PrincipalInvestcorp Hedge Funds2007 - Present
Lazard Asset Management August 2001 - August 2007
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin 1983 — 1989
BS, Engineering
Investcorp PrincipalInvestcorp Hedge Funds2007 - Present
Lazard Asset Management August 2001 - August 2007
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin 1983 — 1989
BS, Engineering
Brent Bowman's Banc of America Securities Experience September 2000 - April 2008
Job Director at BofA Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch May 2008 - December 2010
Banc of America Securities September 2000 - April 2008
Guaranty Bank June 1999 - September 2000
Education
Texas Tech University - Rawls College of Business 1994 — 1999
BBA / MBA, Finance
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch May 2008 - December 2010
Banc of America Securities September 2000 - April 2008
Guaranty Bank June 1999 - September 2000
Education
Texas Tech University - Rawls College of Business 1994 — 1999
BBA / MBA, Finance
Peter Morral's Banc of America Securities Experience 1997 - 2000
Job Managing Director at Pine River Capital Management
Industry Commercial Real Estate
Experience
Pine River Capital Management April 2015 - Present
Annaly Capital Management/FIDAC March 2013 - March 2015
UBS Investment Bank 2006 - April 2012
Wachovia Securities LLC 2003 - 2006
Standard & Poor's 2000 - 2003
Banc of America Securities 1997 - 2000
The Greater Downtown Partnership 1996 - 1996
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Business
University of Connecticut
Pine River Capital Management April 2015 - Present
Annaly Capital Management/FIDAC March 2013 - March 2015
UBS Investment Bank 2006 - April 2012
Wachovia Securities LLC 2003 - 2006
Standard & Poor's 2000 - 2003
Banc of America Securities 1997 - 2000
The Greater Downtown Partnership 1996 - 1996
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Business
University of Connecticut
Chad Eisenbud's Banc of America Securities Experience May 1999 - September 2001
Job
Industry Real Estate
Experience
Madison Marquette June 2007 - Present
Fowler Property Acquisitions September 2001 - May 2007
Banc of America Securities May 1999 - September 2001
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Development, Sourcing, Acquisitions, Asset Management, Project Management, Underwriting, Building Relationships, Asset Dispositions, Team Building
Education
University of California, Berkeley, Haas School of Business 2004 — 2007
MBA
University of California, Berkeley 1994 — 1999
BA
London School of Economics and Political Science 1996 — 1997
Madison Marquette June 2007 - Present
Fowler Property Acquisitions September 2001 - May 2007
Banc of America Securities May 1999 - September 2001
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Development, Sourcing, Acquisitions, Asset Management, Project Management, Underwriting, Building Relationships, Asset Dispositions, Team Building
Education
University of California, Berkeley, Haas School of Business 2004 — 2007
MBA
University of California, Berkeley 1994 — 1999
BA
London School of Economics and Political Science 1996 — 1997
Maria Yamat's Banc of America Securities Experience December 1996 - November 2001
Job Managing Director at Fifth Third Securities
Industry Capital Markets
Experience
Fifth Third Securities June 2010 - Present
Wells Fargo Securities, LLC August 2004 - June 2009
Banc One Capital Markets, Inc. December 2001 - August 2004
Banc of America Securities December 1996 - November 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance & Policy Studies
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA, Finance & Accounting
Fifth Third Securities June 2010 - Present
Wells Fargo Securities, LLC August 2004 - June 2009
Banc One Capital Markets, Inc. December 2001 - August 2004
Banc of America Securities December 1996 - November 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance & Policy Studies
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA, Finance & Accounting
Marcus Hamacher, CFA, CAIA's Banc of America Securities Experience 2004 - 2007
Job Ziegler
Industry Investment Banking
Experience
Ziegler 2008 - Present
Banc of America Securities 2004 - 2007
Accenture 2000 - 2004
Skills
Financial Structuring, Private Equity, Loan Origination, Capital Markets, Series 7, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investment Banking, Fixed Income, Finance, Equities, Valuation, Credit Analysis, Financial Analysis, Banking, Securities, Bonds, Financial Services, Competitive Analysis, Acquisitions, Financial Reporting, Corporate Finance, Venture Capital, Investment Management, Trading, Alternative Investments, Credit, Investment Strategies, Private Placements, Strategy, Derivatives, Financial Markets, Asset Allocation, Hedge Funds, Real Estate, Loans
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting and Strategy
Washington University in St. Louis
BA, Mathematics
Ziegler 2008 - Present
Banc of America Securities 2004 - 2007
Accenture 2000 - 2004
Skills
Financial Structuring, Private Equity, Loan Origination, Capital Markets, Series 7, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investment Banking, Fixed Income, Finance, Equities, Valuation, Credit Analysis, Financial Analysis, Banking, Securities, Bonds, Financial Services, Competitive Analysis, Acquisitions, Financial Reporting, Corporate Finance, Venture Capital, Investment Management, Trading, Alternative Investments, Credit, Investment Strategies, Private Placements, Strategy, Derivatives, Financial Markets, Asset Allocation, Hedge Funds, Real Estate, Loans
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting and Strategy
Washington University in St. Louis
BA, Mathematics
Clare Pierce's Banc of America Securities Experience 2004 - 2008
Job Assistant General Counsel at Bank of America
Industry Investment Banking
Experience
Bank of America November 2004 - Present
Banc of America Securities 2004 - 2008
Cadwalader 2004 - 2004
Jones Day 1999 - 2004
Jones Day (New York) 1999 - 2004
Education
Tulane University 1996 — 1999
JD, Law
University at Buffalo 1990 — 1996
BA, Political Science
Bank of America November 2004 - Present
Banc of America Securities 2004 - 2008
Cadwalader 2004 - 2004
Jones Day 1999 - 2004
Jones Day (New York) 1999 - 2004
Education
Tulane University 1996 — 1999
JD, Law
University at Buffalo 1990 — 1996
BA, Political Science
Angela Damazyn's Banc of America Securities Experience May 2006 - August 2006
Job Senior Associate at PSP Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
PSP Capital Partners, LLC August 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2011
Bank of America Merrill Lynch May 2007 - June 2010
Banc of America Securities May 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, LBO, Bloomberg, Private Equity, Corporate Finance, Credit Analysis, Series 7, Financial Analysis, Due Diligence, Alternative Investments, Equity Research, Equities, Portfolio Management, Leveraged Finance
Education
Wake Forest University 2003 — 2007
Bachelor of Science, Finance and International Studies (minor)
The University of Queensland 2005 — 2006
PSP Capital Partners, LLC August 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2011
Bank of America Merrill Lynch May 2007 - June 2010
Banc of America Securities May 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, LBO, Bloomberg, Private Equity, Corporate Finance, Credit Analysis, Series 7, Financial Analysis, Due Diligence, Alternative Investments, Equity Research, Equities, Portfolio Management, Leveraged Finance
Education
Wake Forest University 2003 — 2007
Bachelor of Science, Finance and International Studies (minor)
The University of Queensland 2005 — 2006
Peter Almond's Banc of America Securities Experience January 2007 - December 2009
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
Bank of America Merrill Lynch January 2010 - July 2011
Banc of America Securities January 2007 - December 2009
Banc of America Securities July 2003 - December 2006
Banc of America Securities July 1998 - July 2001
Skills
LBO, Capital Markets, Leveraged Finance, Private Equity, Valuation, Investments, Corporate Finance, Finance, Financial Structuring, Due Diligence, Investment Banking, Fixed Income, Portfolio Management, Equities, Alternative Investments, Bloomberg, Hedge Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Financial Modeling, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Virginia 1994 — 1998
BS Commerce, Finance, International Business
Casady School 1985 — 1994
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
Bank of America Merrill Lynch January 2010 - July 2011
Banc of America Securities January 2007 - December 2009
Banc of America Securities July 2003 - December 2006
Banc of America Securities July 1998 - July 2001
Skills
LBO, Capital Markets, Leveraged Finance, Private Equity, Valuation, Investments, Corporate Finance, Finance, Financial Structuring, Due Diligence, Investment Banking, Fixed Income, Portfolio Management, Equities, Alternative Investments, Bloomberg, Hedge Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Financial Modeling, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Virginia 1994 — 1998
BS Commerce, Finance, International Business
Casady School 1985 — 1994
Jason Crowl's Banc of America Securities Experience 2005 - 2005
Job Senior Associate at Graham Partners
Industry Venture Capital & Private Equity
Experience
Graham Partners July 2013 - Present
Tuck School of Business at Dartmouth College July 2011 - June 2013
Graham Partners 2012 - 2012
Paine & Partners August 2008 - July 2011
Credit Suisse July 2006 - June 2008
University of Chicago 2005 - 2006
Banc of America Securities 2005 - 2005
Skills
Investments, Investment Banking, Portfolio Management, Management, Mergers & Acquisitions, Economics, Financial Analysis, Financial Modeling, Private Equity, Valuation, Venture Capital
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, Business Administration and Management, General
University of Chicago 2002 — 2006
Mathematics with Specialization in Economics
University of Chicago 2002 — 2006
Bachelor of Science (B.S.), Mathematics with a Specialization in Economics
Governor Livingston HS 1998 — 2002
Graham Partners July 2013 - Present
Tuck School of Business at Dartmouth College July 2011 - June 2013
Graham Partners 2012 - 2012
Paine & Partners August 2008 - July 2011
Credit Suisse July 2006 - June 2008
University of Chicago 2005 - 2006
Banc of America Securities 2005 - 2005
Skills
Investments, Investment Banking, Portfolio Management, Management, Mergers & Acquisitions, Economics, Financial Analysis, Financial Modeling, Private Equity, Valuation, Venture Capital
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, Business Administration and Management, General
University of Chicago 2002 — 2006
Mathematics with Specialization in Economics
University of Chicago 2002 — 2006
Bachelor of Science (B.S.), Mathematics with a Specialization in Economics
Governor Livingston HS 1998 — 2002
John Rothrock III's Banc of America Securities Experience July 2004 - March 2006
Job
Industry Financial Services
Experience
Bloomberg LP December 2013 - Present
Tradeweb June 2013 - September 2013
Merrill Lynch January 2013 - March 2013
Bank of America Merrill Lynch January 2009 - December 2012
Banc of America Securities July 2004 - March 2006
Banc of America Securities October 2003 - July 2004
Banc of America Securities June 2001 - October 2003
Skills
Bonds, Bloomberg, Equities, Securities, Fixed Income, Capital Markets, Series 7, High Yield, Risk Management, Financial Markets, Hedge Funds, Strategy, Trading, Management, Trading Systems, Electronic Trading, Investment Banking
Education
New School University 2004 — 2006
Bloomberg LP December 2013 - Present
Tradeweb June 2013 - September 2013
Merrill Lynch January 2013 - March 2013
Bank of America Merrill Lynch January 2009 - December 2012
Banc of America Securities July 2004 - March 2006
Banc of America Securities October 2003 - July 2004
Banc of America Securities June 2001 - October 2003
Skills
Bonds, Bloomberg, Equities, Securities, Fixed Income, Capital Markets, Series 7, High Yield, Risk Management, Financial Markets, Hedge Funds, Strategy, Trading, Management, Trading Systems, Electronic Trading, Investment Banking
Education
New School University 2004 — 2006
Peter Forlenza's Banc of America Securities Experience 2002 - 2007
Job head of equities for the america's at UBS Investment Bank
Industry Financial Services
Experience
Jefferies June 2013 - Present
UBS Investment Bank December 2011 - March 2013
MF Global October 2009 - October 2011
Outpost Investment Group December 2007 - September 2009
Banc of America Securities 2002 - 2007
Bank of America 2002 - 2007
Salomon Brothers 1988 - 2002
Citi 1988 - 2002
Salomon Smith Barney 1988 - 2002
Citigroup 1988 - 2002
Education
The Catholic University of America 1984 — 1988
Jefferies June 2013 - Present
UBS Investment Bank December 2011 - March 2013
MF Global October 2009 - October 2011
Outpost Investment Group December 2007 - September 2009
Banc of America Securities 2002 - 2007
Bank of America 2002 - 2007
Salomon Brothers 1988 - 2002
Citi 1988 - 2002
Salomon Smith Barney 1988 - 2002
Citigroup 1988 - 2002
Education
The Catholic University of America 1984 — 1988
Larry Goldsmith's Banc of America Securities Experience March 1996 - February 2009
Job Managing Director at FBR
Industry Real Estate
Experience
FBR July 2009 - Present
LJG Advisors, LLC February 2009 - July 2009
Banc of America Securities March 1996 - February 2009
Montgomery Securities March 1996 - 1998
Montgomery Securities (Banc of America Securities) 1994 - 1997
Credit Suisse First Boston 1994 - 1996
Skills
Negotiation, Mergers, Real Estate Investment, Equities, Real Estate, Investment Banking, Capital Markets, Valuation, Strategy, Structured Finance, Investment Properties, Finance, Mergers & Acquisitions, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin 1990 — 1994
BS, Finance
Memphis University School
FBR July 2009 - Present
LJG Advisors, LLC February 2009 - July 2009
Banc of America Securities March 1996 - February 2009
Montgomery Securities March 1996 - 1998
Montgomery Securities (Banc of America Securities) 1994 - 1997
Credit Suisse First Boston 1994 - 1996
Skills
Negotiation, Mergers, Real Estate Investment, Equities, Real Estate, Investment Banking, Capital Markets, Valuation, Strategy, Structured Finance, Investment Properties, Finance, Mergers & Acquisitions, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin 1990 — 1994
BS, Finance
Memphis University School
Andrew Giraldo's Banc of America Securities Experience 2001 - 2002
Job President, EPC & Chief Financial Officer at National Renewable Energy Corporation
Industry Construction
Experience
National Renewable Energy Corporation August 2014 - Present
CoxSchepp Group, LLC February 2013 - Present
National Renewable Energy Corporation July 2012 - August 2014
Cox & Schepp, Inc. April 2011 - February 2013
Cox & Schepp, Inc April 2009 - April 2011
National Diversified Investments, LLC September 2008 - December 2010
Colonial Properties Trust 2004 - 2008
Matrix Capital Markets Group 2002 - 2004
Banc of America Securities 2001 - 2002
Skills
Financial Analysis, Mergers, Strategic Planning, Negotiation, Financial Modeling, Mergers & Acquisitions, Finance, Due Diligence, Contract Negotiation, Corporate Finance, Investments, Project Finance, Forecasting, Valuation, Management, Financial Reporting, Budgets, Real Estate Development, Real Estate
Education
University of Michigan 1999 — 2000
Master's, Finance, Applied Economics
Transylvania University 1995 — 1999
BA, Economics
National Renewable Energy Corporation August 2014 - Present
CoxSchepp Group, LLC February 2013 - Present
National Renewable Energy Corporation July 2012 - August 2014
Cox & Schepp, Inc. April 2011 - February 2013
Cox & Schepp, Inc April 2009 - April 2011
National Diversified Investments, LLC September 2008 - December 2010
Colonial Properties Trust 2004 - 2008
Matrix Capital Markets Group 2002 - 2004
Banc of America Securities 2001 - 2002
Skills
Financial Analysis, Mergers, Strategic Planning, Negotiation, Financial Modeling, Mergers & Acquisitions, Finance, Due Diligence, Contract Negotiation, Corporate Finance, Investments, Project Finance, Forecasting, Valuation, Management, Financial Reporting, Budgets, Real Estate Development, Real Estate
Education
University of Michigan 1999 — 2000
Master's, Finance, Applied Economics
Transylvania University 1995 — 1999
BA, Economics
David Asher Wroblewski's Banc of America Securities Experience June 1995 - April 2003
Job Senior Vice President at Structured Portfolio Management
Industry Financial Services
Experience
Structured Portfolio Management May 2011 - Present
MBSRISK™ LLC June 2008 - May 2011
Bank of America September 2005 - June 2008
Bank Of America 2008 - 2008
Bank Of America 2008 - 2008
Amaranth March 2005 - August 2005
Bank of America May 2003 - February 2005
Banc of America Securities June 1995 - April 2003
Skills
Portfolio Management, Project Management, Team Leadership, Security Analysis, Fixed Income, Credit Derivatives, Trading Systems, Derivatives, Equity Derivatives, High Frequency Trading, Interest Rate..., Quantitative Finance, Hedge Funds, Trading
Education
The Johns Hopkins University 1983 — 1987
MS, Electrical Engineering
Washington University in St. Louis 1977 — 1981
BS, Systems Science and Mathematics
Structured Portfolio Management May 2011 - Present
MBSRISK™ LLC June 2008 - May 2011
Bank of America September 2005 - June 2008
Bank Of America 2008 - 2008
Bank Of America 2008 - 2008
Amaranth March 2005 - August 2005
Bank of America May 2003 - February 2005
Banc of America Securities June 1995 - April 2003
Skills
Portfolio Management, Project Management, Team Leadership, Security Analysis, Fixed Income, Credit Derivatives, Trading Systems, Derivatives, Equity Derivatives, High Frequency Trading, Interest Rate..., Quantitative Finance, Hedge Funds, Trading
Education
The Johns Hopkins University 1983 — 1987
MS, Electrical Engineering
Washington University in St. Louis 1977 — 1981
BS, Systems Science and Mathematics
Abhinav Kumar's Banc of America Securities Experience June 2007 - July 2008
Job Analyst at JAT Capital
Industry Investment Management
Experience
JAT Capital Management, LP August 2013 - Present
Trilantic Capital Partners July 2010 - July 2013
Lazard Freres & Co. September 2008 - June 2010
Banc of America Securities June 2007 - July 2008
UTIMCO 2006 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
JAT Capital Management, LP August 2013 - Present
Trilantic Capital Partners July 2010 - July 2013
Lazard Freres & Co. September 2008 - June 2010
Banc of America Securities June 2007 - July 2008
UTIMCO 2006 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Alejandro Bates's Banc of America Securities Experience 1997 - 1999
Job President/Head Trader
Industry Investment Management
Experience
Private - Asset Management January 2003 - Present
First Union Securities 1999 - 2003
Banc of America Securities 1997 - 1999
Education
Tulane University 1992 — 1996
B.A., Economics
Rockhurst High School 1988 — 1992
Private - Asset Management January 2003 - Present
First Union Securities 1999 - 2003
Banc of America Securities 1997 - 1999
Education
Tulane University 1992 — 1996
B.A., Economics
Rockhurst High School 1988 — 1992
Jonathan Olsen's Banc of America Securities Experience September 2003 - April 2007
Job Managing Director, Head of Capital Markets at Invitation Homes
Industry Real Estate
Experience
Invitation Homes April 2013 - Present
Invitation Homes June 2012 - April 2013
Jefferies & Company July 2010 - February 2012
Goldman Sachs April 2007 - June 2008
Banc of America Securities September 2003 - April 2007
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP June 2002 - September 2002
PepsiCo July 2000 - July 2001
Cowen and Company March 1998 - June 2000
UBS Investment Bank October 1996 - March 1998
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Asset Management, Real Estate, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Asset Managment, Due Diligence, Real Estate Economics, Equities, CMBS, Financial Analysis, Financial Structuring, LBO, Alternative Investments, Structured Finance, Hedge Funds, Investment Properties, Real Estate Financing, Corporate Development, Asset Dispositions, Entrepreneurship, Leases, Acquisitions, Finance, Strategy, Residential Homes, Disposition, Real Estate Private..., Investor Relations
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management, Finance, Accounting, Real Estate
University of Pennsylvania 1992 — 1996
BA, Economics, English
Thomas Worthington High School 1988 — 1992
Invitation Homes April 2013 - Present
Invitation Homes June 2012 - April 2013
Jefferies & Company July 2010 - February 2012
Goldman Sachs April 2007 - June 2008
Banc of America Securities September 2003 - April 2007
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP June 2002 - September 2002
PepsiCo July 2000 - July 2001
Cowen and Company March 1998 - June 2000
UBS Investment Bank October 1996 - March 1998
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Asset Management, Real Estate, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Asset Managment, Due Diligence, Real Estate Economics, Equities, CMBS, Financial Analysis, Financial Structuring, LBO, Alternative Investments, Structured Finance, Hedge Funds, Investment Properties, Real Estate Financing, Corporate Development, Asset Dispositions, Entrepreneurship, Leases, Acquisitions, Finance, Strategy, Residential Homes, Disposition, Real Estate Private..., Investor Relations
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management, Finance, Accounting, Real Estate
University of Pennsylvania 1992 — 1996
BA, Economics, English
Thomas Worthington High School 1988 — 1992
James Dixson's Banc of America Securities Experience June 2004 - March 2007
Job Vice President of Corporate Strategy at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX April 2012 - Present
University of Iowa February 2013 - Present
Barclays Capital (Lehman Brothers) 2007 - April 2012
Banc of America Securities June 2004 - March 2007
Mercury Partners LLC 2000 - 2002
Lillibridge Healthcare Services 1998 - 2000
Skills
Corporate Finance, M&A experience, M&A due diligence, Valuation, Contract Negotiation, Financial Modeling, Strategic Planning, Tax, Financial Structuring, Financial Analysis, International M&A, Cross-border M&A, M&A execution, Financial Markets, Due Diligence, Investor Relations, Mergers & Acquisitions, Equities, Finance, Strategy, IPO, Investment Banking, Corporate Development, Capital Markets, Executive Management, Business Strategy
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Accounting
NASDAQ OMX April 2012 - Present
University of Iowa February 2013 - Present
Barclays Capital (Lehman Brothers) 2007 - April 2012
Banc of America Securities June 2004 - March 2007
Mercury Partners LLC 2000 - 2002
Lillibridge Healthcare Services 1998 - 2000
Skills
Corporate Finance, M&A experience, M&A due diligence, Valuation, Contract Negotiation, Financial Modeling, Strategic Planning, Tax, Financial Structuring, Financial Analysis, International M&A, Cross-border M&A, M&A execution, Financial Markets, Due Diligence, Investor Relations, Mergers & Acquisitions, Equities, Finance, Strategy, IPO, Investment Banking, Corporate Development, Capital Markets, Executive Management, Business Strategy
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Accounting
David McAllister's Banc of America Securities Experience 1997 - 2003
Job PM at Millennium Partners
Industry Financial Services
Experience
First New York Securities January 2011 - June 2013
Cohen & Company April 2009 - August 2010
Barclays Capital 2006 - 2008
UBS Investment Bank 2004 - 2006
Banc of America Securities 1997 - 2003
Andersen Consulting 1990 - 1995
Skills
Capital Markets, Credit, Relative Value, CDS, Securities, Bonds, Fixed Income, Special Situations, High Yield, Hedge Funds, Portfolio Management, Credit Derivatives, Trading, Equities, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Policy Studies
The Ohio State University 1987 — 1990
BSBA, Business Management
United States Air Force Academy 1985 — 1987
Aero/Astro Engineering
First New York Securities January 2011 - June 2013
Cohen & Company April 2009 - August 2010
Barclays Capital 2006 - 2008
UBS Investment Bank 2004 - 2006
Banc of America Securities 1997 - 2003
Andersen Consulting 1990 - 1995
Skills
Capital Markets, Credit, Relative Value, CDS, Securities, Bonds, Fixed Income, Special Situations, High Yield, Hedge Funds, Portfolio Management, Credit Derivatives, Trading, Equities, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Policy Studies
The Ohio State University 1987 — 1990
BSBA, Business Management
United States Air Force Academy 1985 — 1987
Aero/Astro Engineering
Matthew Tocks's Banc of America Securities Experience 1998 - 2002
Job Financial Institution Restructuring & Risk Strategy
Industry Financial Services
Experience
Ambac Assurance Corporation July 2006 - Present
Financiera Edyficar 2006 - 2009
MicroVest Capital Management 2005 - 2006
Banc of America Securities 1998 - 2002
Bank of America 1997 - 1998
Skills
Emerging Markets, Structured Finance, Credit, Securitization, Risk Management, Financial Modeling, Restructuring, VBA, Credit Risk, Credit Analysis, Portfolio Management, Investment Banking, Capital Markets, Securities, Finance, Investments, Fixed Income, Financial Structuring, Bonds, Hedge Funds, Equities, Corporate Finance, Financial Services, Valuation, Due Diligence
Education
NYU Stern School of Business
Master of Science (MS)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (MA)
Vanderbilt University
Bachelor of Science (BS)
The Lawrenceville School
LFCDS
Ambac Assurance Corporation July 2006 - Present
Financiera Edyficar 2006 - 2009
MicroVest Capital Management 2005 - 2006
Banc of America Securities 1998 - 2002
Bank of America 1997 - 1998
Skills
Emerging Markets, Structured Finance, Credit, Securitization, Risk Management, Financial Modeling, Restructuring, VBA, Credit Risk, Credit Analysis, Portfolio Management, Investment Banking, Capital Markets, Securities, Finance, Investments, Fixed Income, Financial Structuring, Bonds, Hedge Funds, Equities, Corporate Finance, Financial Services, Valuation, Due Diligence
Education
NYU Stern School of Business
Master of Science (MS)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (MA)
Vanderbilt University
Bachelor of Science (BS)
The Lawrenceville School
LFCDS
Gray Dunaway's Banc of America Securities Experience April 1994 - April 2002
Job Business Manager at Flynn Heath Holt Leadership
Industry Management Consulting
Experience
Flynn Heath Holt Leadership August 2014 - Present
BeautyKind 2014 - 2015
SunTrust Mortgage April 2013 - August 2014
Wells Fargo Home Mortgage October 2006 - April 2013
Dickens Mitchener Mortgage April 2004 - October 2006
First Trust Mortgage April 2002 - April 2004
Banc of America Securities April 1994 - April 2002
Skills
Business Process..., Financial Analysis, Human Resources, Investment Properties, Credit, Portfolio Management, VA loans, Finance, USDA, Sales, Management, Banking, Credit Analysis, Strategic Planning, Real Estate
Education
Kenan-Flagler Business School at The University of North Carolina 1988 — 1990
Master of Business Administration (MBA), Real Estate
Tufts University 1982 — 1986
BA, International Relations
Flynn Heath Holt Leadership August 2014 - Present
BeautyKind 2014 - 2015
SunTrust Mortgage April 2013 - August 2014
Wells Fargo Home Mortgage October 2006 - April 2013
Dickens Mitchener Mortgage April 2004 - October 2006
First Trust Mortgage April 2002 - April 2004
Banc of America Securities April 1994 - April 2002
Skills
Business Process..., Financial Analysis, Human Resources, Investment Properties, Credit, Portfolio Management, VA loans, Finance, USDA, Sales, Management, Banking, Credit Analysis, Strategic Planning, Real Estate
Education
Kenan-Flagler Business School at The University of North Carolina 1988 — 1990
Master of Business Administration (MBA), Real Estate
Tufts University 1982 — 1986
BA, International Relations
Jeff Theiler's Banc of America Securities Experience June 2007 - June 2008
Job Chief Financial Officer at Physicians Realty Trust
Industry Real Estate
Experience
Physicians Realty Trust July 2014 - Present
Green Street Advisors January 2010 - May 2014
Banc of America Securities June 2007 - June 2008
Lehman Brothers August 2003 - July 2007
Thermoretec February 2000 - June 2001
Menzie-Cura and Associates August 1998 - October 1999
Skills
Valuation, Equities, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Due Diligence, Investments, Mergers, Corporate Finance, Financial Analysis, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Corporate Finance
Tulane University 1996 — 1997
MSPH, Environmental Toxicology
Vanderbilt University 1991 — 1995
B.S., Biology
Physicians Realty Trust July 2014 - Present
Green Street Advisors January 2010 - May 2014
Banc of America Securities June 2007 - June 2008
Lehman Brothers August 2003 - July 2007
Thermoretec February 2000 - June 2001
Menzie-Cura and Associates August 1998 - October 1999
Skills
Valuation, Equities, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Due Diligence, Investments, Mergers, Corporate Finance, Financial Analysis, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Corporate Finance
Tulane University 1996 — 1997
MSPH, Environmental Toxicology
Vanderbilt University 1991 — 1995
B.S., Biology
Arlene Kearns Bannister's Banc of America Securities Experience May 2006 - June 2008
Job Director Product Strategy at Moody's
Industry Financial Services
Experience
Moody's September 2010 - Present
Kearns Consulting LLC January 2009 - September 2010
400 Capital Management July 2009 - December 2009
Banc of America Securities May 2006 - June 2008
Lehman Brothers May 2000 - February 2006
Standard & Poor's March 1997 - May 2000
Federal Reserve Bank of New York September 1995 - March 1997
Skills
Fixed Income, Structured Finance, Securitization, Capital Markets
Education
University of Wisconsin-Madison 1992 — 1995
BA, Economics, International Relations
The American University of Paris 1992 — 1992
Moody's September 2010 - Present
Kearns Consulting LLC January 2009 - September 2010
400 Capital Management July 2009 - December 2009
Banc of America Securities May 2006 - June 2008
Lehman Brothers May 2000 - February 2006
Standard & Poor's March 1997 - May 2000
Federal Reserve Bank of New York September 1995 - March 1997
Skills
Fixed Income, Structured Finance, Securitization, Capital Markets
Education
University of Wisconsin-Madison 1992 — 1995
BA, Economics, International Relations
The American University of Paris 1992 — 1992
Adam Goodfriend's Banc of America Securities Experience January 2000 - January 2003
Job Chief Investment Officer at The Alberleen Group
Industry Financial Services
Experience
The Alberleen Group June 2010 - Present
Platinum Gate Capital Management June 2009 - June 2010
Consumer Care Solutions January 2007 - May 2009
Airlie Group January 2003 - January 2006
Banc of America Securities January 2000 - January 2003
SG Cowen 1997 - 2000
The Chase Manhattan Bank 1990 - 1997
American Security & Trust Co. 1986 - 1988
Skills
Hedge Funds, Asset Managment, Private Equity, Capital Markets, Investment Banking, Alternative Investments, Equities, Investments, Financial Modeling, Corporate Finance, Valuation, Fixed Income
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
The Johns Hopkins University 1982 — 1986
BA, International Relations / Soviet Studies
Bronx High School of Science
The Alberleen Group June 2010 - Present
Platinum Gate Capital Management June 2009 - June 2010
Consumer Care Solutions January 2007 - May 2009
Airlie Group January 2003 - January 2006
Banc of America Securities January 2000 - January 2003
SG Cowen 1997 - 2000
The Chase Manhattan Bank 1990 - 1997
American Security & Trust Co. 1986 - 1988
Skills
Hedge Funds, Asset Managment, Private Equity, Capital Markets, Investment Banking, Alternative Investments, Equities, Investments, Financial Modeling, Corporate Finance, Valuation, Fixed Income
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
The Johns Hopkins University 1982 — 1986
BA, International Relations / Soviet Studies
Bronx High School of Science
Richard Agabs's Banc of America Securities Experience August 2004 - June 2006
Job Managing Director
Industry Investment Banking
Experience
Jefferies & Company July 2006 - Present
Banc of America Securities August 2004 - June 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2000 - July 2004
Education
The George Washington University Law School 1997 — 2000
JD, Law
University at Albany, SUNY 1994 — 1996
BA, Political Science
Jefferies & Company July 2006 - Present
Banc of America Securities August 2004 - June 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2000 - July 2004
Education
The George Washington University Law School 1997 — 2000
JD, Law
University at Albany, SUNY 1994 — 1996
BA, Political Science
Colin Veater's Banc of America Securities Experience January 2000 - June 2003
Job Director at Darwin Capital LLC
Industry Financial Services
Experience
Darwin Capital LLC June 2003 - Present
Banc of America Securities January 2000 - June 2003
Bank of America July 1994 - January 2000
Credit Lyonnais January 1991 - June 1994
Chemical Bank 1986 - 1991
Education
University of Hartford 1978 — 1982
BS, Economics
Thunderbird School of Global Management
Darwin Capital LLC June 2003 - Present
Banc of America Securities January 2000 - June 2003
Bank of America July 1994 - January 2000
Credit Lyonnais January 1991 - June 1994
Chemical Bank 1986 - 1991
Education
University of Hartford 1978 — 1982
BS, Economics
Thunderbird School of Global Management
John P Duffy's Banc of America Securities Experience April 2005 - April 2008
Job at KGSAlpha Capital Markets
Industry Financial Services
Experience
KGS-Alpha Capital Markets May 2010 - Present
400 Capital Management December 2008 - May 2010
Banc of America Securities April 2005 - April 2008
Citigroup February 1991 - April 2005
Skills
Fixed Income
Education
The Catholic University of America
BA, Business
KGS-Alpha Capital Markets May 2010 - Present
400 Capital Management December 2008 - May 2010
Banc of America Securities April 2005 - April 2008
Citigroup February 1991 - April 2005
Skills
Fixed Income
Education
The Catholic University of America
BA, Business
Alyssa Legler's Banc of America Securities Experience June 2006 - September 2008
Job Public Sector Consultant at Deloitte
Industry Public Policy
Experience
Deloitte July 2013 - Present
Royal Bank of Scotland October 2008 - June 2011
Banc of America Securities June 2006 - September 2008
Skills
Investment Banking, Financial Modeling, Ratings Advisory, Credit Analysis, Public Policy, Policy Analysis, Statistics, Strategy, Management Consulting
Education
The University of Texas at Austin 2011 — 2013
Masters of Public Affairs, LBJ School of Public Affairs
University of Pennsylvania 2002 — 2006
BA, Economics & History
Monterey High School 1998 — 2002
Deloitte July 2013 - Present
Royal Bank of Scotland October 2008 - June 2011
Banc of America Securities June 2006 - September 2008
Skills
Investment Banking, Financial Modeling, Ratings Advisory, Credit Analysis, Public Policy, Policy Analysis, Statistics, Strategy, Management Consulting
Education
The University of Texas at Austin 2011 — 2013
Masters of Public Affairs, LBJ School of Public Affairs
University of Pennsylvania 2002 — 2006
BA, Economics & History
Monterey High School 1998 — 2002
Philip M. Lang's Banc of America Securities Experience 2000 - 2002
Job President, Texas Land Care, Inc.
Industry Construction
Experience
Texas Land Care, Inc. March 2003 - Present
Banc of America Securities 2000 - 2002
Skills
Financial Modeling, Financial Analysis, Real Estate, Investments, Contract Negotiation, Negotiation, Small Business, Business Development, Asset Management, Strategic Planning, Operations Management, Mergers & Acquisitions, Sales Management, Budgets, Entrepreneurship, Residential Homes, Valuation, Portfolio Management, Real Estate Economics, Strategic Financial..., Property Management, Real Estate Development, Investment Properties, Business Strategy, Finance, Start-ups, New Business Development, Contract Management, Construction Management, Due Diligence, Construction, Commercial Real Estate, Contractors, Landscape Maintenance, Landscaping, Renovation, Landscape Design, Purchasing, Team Building
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Business, Finance
Texas Land Care, Inc. March 2003 - Present
Banc of America Securities 2000 - 2002
Skills
Financial Modeling, Financial Analysis, Real Estate, Investments, Contract Negotiation, Negotiation, Small Business, Business Development, Asset Management, Strategic Planning, Operations Management, Mergers & Acquisitions, Sales Management, Budgets, Entrepreneurship, Residential Homes, Valuation, Portfolio Management, Real Estate Economics, Strategic Financial..., Property Management, Real Estate Development, Investment Properties, Business Strategy, Finance, Start-ups, New Business Development, Contract Management, Construction Management, Due Diligence, Construction, Commercial Real Estate, Contractors, Landscape Maintenance, Landscaping, Renovation, Landscape Design, Purchasing, Team Building
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Business, Finance
Alyssa Trocino's Banc of America Securities Experience January 2005 - March 2014
Job Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 2014 - Present
Banc of America Securities January 2005 - March 2014
Skills
Equities, Banking, Series 7, Portfolio Management, Trading Systems
Education
Touro College
Master, Education
NYC Department of Education September 2014 - Present
Banc of America Securities January 2005 - March 2014
Skills
Equities, Banking, Series 7, Portfolio Management, Trading Systems
Education
Touro College
Master, Education
Alan Fox's Banc of America Securities Experience 2001 - 2003
Job Member of the Board of Directors at Menlo Properties
Industry Real Estate
Experience
Menlo Properties August 2015 - Present
U.S. Bank September 2013 - Present
Citigroup Global Markets, Inc February 2011 - December 2011
FundCore Finance Group June 2009 - February 2011
Merrill Lynch 2003 - 2009
Banc of America Securities 2001 - 2003
Chase Manhattan Corporation 1999 - 2001
Nomura 1996 - 1998
Skills
CMBS, Real Estate Economics, Commercial Mortgages, Mezzanine, Loans, Underwriting, Asset Managment, Structured Finance, Loan Origination, Valuation, Financial Structuring, Disposition, Real Estate Financing, Due Diligence, Capital Markets, Asset Management, Finance, Commercial Real Estate, Mortgage Lending, Investments, Securitization
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA, Corporate Finance & Real Estate
University of Southern California 1983 — 1985
BS, Real Estate & Finance
Menlo Properties August 2015 - Present
U.S. Bank September 2013 - Present
Citigroup Global Markets, Inc February 2011 - December 2011
FundCore Finance Group June 2009 - February 2011
Merrill Lynch 2003 - 2009
Banc of America Securities 2001 - 2003
Chase Manhattan Corporation 1999 - 2001
Nomura 1996 - 1998
Skills
CMBS, Real Estate Economics, Commercial Mortgages, Mezzanine, Loans, Underwriting, Asset Managment, Structured Finance, Loan Origination, Valuation, Financial Structuring, Disposition, Real Estate Financing, Due Diligence, Capital Markets, Asset Management, Finance, Commercial Real Estate, Mortgage Lending, Investments, Securitization
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA, Corporate Finance & Real Estate
University of Southern California 1983 — 1985
BS, Real Estate & Finance
Melissa Auger's Banc of America Securities Experience February 2007 - January 2010
Job AVP Consultant Engineer at Banc of America Securities
Industry Financial Services
Experience
Bank of America July 2010 - Present
Banc of America Securities February 2007 - January 2010
Banc of America Securities August 2006 - February 2007
Skills
Websphere, Middleware, Unix, Editing, Technical Writing, Resume Writing, Teaching Writing, Weblogic Administration, Animal Behavior, Animal Husbandry, SOA, ITIL, SDLC, Tomcat, Unix Shell Scripting, WebSphere Application..., Software Development, Solaris, Enterprise Architecture, AIX, Java Enterprise Edition, Mainframe, Shell Scripting, IBM AIX, Business Analysis, Requirements Analysis, Disaster Recovery, Integration
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.5+
The University of Texas at Dallas 1999 — 2005
BS, Computer Science
Bank of America July 2010 - Present
Banc of America Securities February 2007 - January 2010
Banc of America Securities August 2006 - February 2007
Skills
Websphere, Middleware, Unix, Editing, Technical Writing, Resume Writing, Teaching Writing, Weblogic Administration, Animal Behavior, Animal Husbandry, SOA, ITIL, SDLC, Tomcat, Unix Shell Scripting, WebSphere Application..., Software Development, Solaris, Enterprise Architecture, AIX, Java Enterprise Edition, Mainframe, Shell Scripting, IBM AIX, Business Analysis, Requirements Analysis, Disaster Recovery, Integration
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.5+
The University of Texas at Dallas 1999 — 2005
BS, Computer Science
Craig Lawson, CFA's Banc of America Securities Experience 2004 - 2007
Job Managing Director at MHT MidSpan Partners
Industry Investment Banking
Experience
MHT MidSpan Partners November 2013 - Present
MidSpan Partners October 2010 - November 2013
Harris Williams & Co. 2007 - 2010
Banc of America Securities 2004 - 2007
Skills
Mergers, Mergers & Acquisitions, LBO, Strategy, Private Equity, Investment Banking, Corporate Development, Valuation, M&A experience, Venture Capital, Private Placements, Capital Markets, Leveraged Finance, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Tufts University 1989 — 1993
BA, Economics and History
MHT MidSpan Partners November 2013 - Present
MidSpan Partners October 2010 - November 2013
Harris Williams & Co. 2007 - 2010
Banc of America Securities 2004 - 2007
Skills
Mergers, Mergers & Acquisitions, LBO, Strategy, Private Equity, Investment Banking, Corporate Development, Valuation, M&A experience, Venture Capital, Private Placements, Capital Markets, Leveraged Finance, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Tufts University 1989 — 1993
BA, Economics and History
Scott White's Banc of America Securities Experience 2004 - 2009
Job Head of Investment Banking at CL King
Industry Investment Banking
Experience
C.L. King & Associates 2009 - Present
Banc of America Securities 2004 - 2009
Citigroup 1999 - 2003
Budget Group 1997 - 1999
Credit Suisse First Boston 1992 - 1997
The First Boston Corporation 1986 - 1989
Skills
Investment Banking, Corporate Finance, Corporate Development, Securities, Mergers, Capital Markets
Education
The University of Texas School of Law 1989 — 1992
JD, Corporate Law
The University of Texas at Austin 1982 — 1986
BA, Plan II (Honors Program in Liberal Arts)
C.L. King & Associates 2009 - Present
Banc of America Securities 2004 - 2009
Citigroup 1999 - 2003
Budget Group 1997 - 1999
Credit Suisse First Boston 1992 - 1997
The First Boston Corporation 1986 - 1989
Skills
Investment Banking, Corporate Finance, Corporate Development, Securities, Mergers, Capital Markets
Education
The University of Texas School of Law 1989 — 1992
JD, Corporate Law
The University of Texas at Austin 1982 — 1986
BA, Plan II (Honors Program in Liberal Arts)
Melissa Ryan's Banc of America Securities Experience June 2005 - June 2007
Job Vice President at Goldman Sachs
Industry Internet
Experience
Goldman Sachs June 2013 - Present
ideeli July 2011 - February 2013
BYKNYC December 2010 - September 2011
SetJam December 2010 - April 2011
Atlas America, Inc. August 2007 - January 2010
Banc of America Securities June 2005 - June 2007
Skills
Business Strategy, Business Development, Financial Modeling, Financial Analysis, Strategic Planning, Start-ups, Entrepreneurship, E-commerce, Negotiation, Strategy, Cross-functional Team..., Project Management, Retail, Mergers, Management, Sales, Valuation, Merchandising
Education
The Johns Hopkins University 2000 — 2005
Bachelor of Science / Bachelor of Arts, Civil Engineering / Economics
Sorbonne 2003 — 2003
Cours de Civilisation Francaise
Goldman Sachs June 2013 - Present
ideeli July 2011 - February 2013
BYKNYC December 2010 - September 2011
SetJam December 2010 - April 2011
Atlas America, Inc. August 2007 - January 2010
Banc of America Securities June 2005 - June 2007
Skills
Business Strategy, Business Development, Financial Modeling, Financial Analysis, Strategic Planning, Start-ups, Entrepreneurship, E-commerce, Negotiation, Strategy, Cross-functional Team..., Project Management, Retail, Mergers, Management, Sales, Valuation, Merchandising
Education
The Johns Hopkins University 2000 — 2005
Bachelor of Science / Bachelor of Arts, Civil Engineering / Economics
Sorbonne 2003 — 2003
Cours de Civilisation Francaise
Will Deitrick's Banc of America Securities Experience 1997 - 1998
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Quadrant Management February 2014 - Present
Forefront Capital Markets Inc. January 2013 - July 2013
NewOak Capital June 2010 - December 2012
Liberty Head Capital Management LLC October 2008 - June 2010
Greenock Capital March 2007 - August 2008
Citigroup January 2000 - March 2007
JPMorgan 1998 - 2000
Banc of America Securities 1997 - 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Hedge Funds, Financial Markets, Finance, Leveraged Finance, Securities, Equity Research, Investments, Private Equity, Corporate Finance, Financial Modeling, Project Finance, Bloomberg, Emerging Markets, Alternative Investments, Derivatives, Securitization, Series 7, Trading, Structured Products, Portfolio Management, Mergers & Acquisitions, Equities, Asset Managment, Structured Finance, Financial Structuring, Bonds, Due Diligence, High Yield, Credit Derivatives, Investor Relations, LBO, Loans, Venture Capital, Private Placements, Asset Management
Education
The Johns Hopkins University 1993 — 1995
MA
The Johns Hopkins University 1989 — 1993
BA
Phillips Exeter Academy
Diploma
New Trier
New Trier
Quadrant Management February 2014 - Present
Forefront Capital Markets Inc. January 2013 - July 2013
NewOak Capital June 2010 - December 2012
Liberty Head Capital Management LLC October 2008 - June 2010
Greenock Capital March 2007 - August 2008
Citigroup January 2000 - March 2007
JPMorgan 1998 - 2000
Banc of America Securities 1997 - 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Hedge Funds, Financial Markets, Finance, Leveraged Finance, Securities, Equity Research, Investments, Private Equity, Corporate Finance, Financial Modeling, Project Finance, Bloomberg, Emerging Markets, Alternative Investments, Derivatives, Securitization, Series 7, Trading, Structured Products, Portfolio Management, Mergers & Acquisitions, Equities, Asset Managment, Structured Finance, Financial Structuring, Bonds, Due Diligence, High Yield, Credit Derivatives, Investor Relations, LBO, Loans, Venture Capital, Private Placements, Asset Management
Education
The Johns Hopkins University 1993 — 1995
MA
The Johns Hopkins University 1989 — 1993
BA
Phillips Exeter Academy
Diploma
New Trier
New Trier
Scott Kaysen's Banc of America Securities Experience 2002 - 2009
Job Managing Director at Cross Point Capital
Industry Financial Services
Experience
Cross Point Capital April 2009 - Present
Banc of America Securities 2002 - 2009
First Union Securities 1999 - 2000
Sallie Mae 1990 - 1999
SallieMae 1990 - 1995
Skills
Capital Markets, Portfolio Management, Fixed Income, Financial Modeling, Financial Analysis, Banking, Risk Management, Management, Investment Banking, Structured Finance
Education
The George Washington University 1985 — 1991
BBA, MBA, Finance, General
Cross Point Capital April 2009 - Present
Banc of America Securities 2002 - 2009
First Union Securities 1999 - 2000
Sallie Mae 1990 - 1999
SallieMae 1990 - 1995
Skills
Capital Markets, Portfolio Management, Fixed Income, Financial Modeling, Financial Analysis, Banking, Risk Management, Management, Investment Banking, Structured Finance
Education
The George Washington University 1985 — 1991
BBA, MBA, Finance, General
Jack Berquist's Banc of America Securities Experience July 1997 - May 2003
Job Managing Partner at Accord Group Holdings LLC
Industry Real Estate
Experience
Accord Group Holdings LLC March 2013 - Present
Macquarie Capital (USA) Inc. November 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Banc of America Securities July 1997 - May 2003
Skills
Management, Private Equity, Investments, Alternative Investments, Private Placements, Real Estate Economics, Due Diligence, Investment Banking, Financial Structuring, Capital Raising, Corporate Finance, Asset Management, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Real Estate
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
Vanderbilt University 1972 — 1976
BA, Economics and Business Administration
Accord Group Holdings LLC March 2013 - Present
Macquarie Capital (USA) Inc. November 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Banc of America Securities July 1997 - May 2003
Skills
Management, Private Equity, Investments, Alternative Investments, Private Placements, Real Estate Economics, Due Diligence, Investment Banking, Financial Structuring, Capital Raising, Corporate Finance, Asset Management, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Real Estate
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
Vanderbilt University 1972 — 1976
BA, Economics and Business Administration
Jason Fang's Banc of America Securities Experience March 1997 - March 2000
Job Senior Pricing Manager at Cameron
Industry Oil & Energy
Experience
Cameron July 2014 - Present
Cameron November 2013 - July 2014
Cameron June 2012 - September 2012
Cameron April 2009 - June 2012
Cameron June 2006 - April 2009
Dell June 2005 - August 2005
Global Technology Group Ventures March 2000 - December 2002
Banc of America Securities March 1997 - March 2000
Skills
Access, Excel, SQL Server, Pricing, Pricing Strategy, Competitive Analysis, Forecasting, Market Analysis, Financial Analysis, Management, Microsoft Excel, Analysis, ERP, Finance, Manufacturing, Oil & Gas, Contract Negotiation, Strategic Planning, Project Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA, Business Administration and Management, General
University of California, Los Angeles 1992 — 1997
BA, Business-Economics
Cameron July 2014 - Present
Cameron November 2013 - July 2014
Cameron June 2012 - September 2012
Cameron April 2009 - June 2012
Cameron June 2006 - April 2009
Dell June 2005 - August 2005
Global Technology Group Ventures March 2000 - December 2002
Banc of America Securities March 1997 - March 2000
Skills
Access, Excel, SQL Server, Pricing, Pricing Strategy, Competitive Analysis, Forecasting, Market Analysis, Financial Analysis, Management, Microsoft Excel, Analysis, ERP, Finance, Manufacturing, Oil & Gas, Contract Negotiation, Strategic Planning, Project Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA, Business Administration and Management, General
University of California, Los Angeles 1992 — 1997
BA, Business-Economics
Angie Dugick's Banc of America Securities Experience February 1989 - July 2006
Job President at Dugick Consulting LLC
Industry Banking
Experience
Dugick Consulting LLC December 2011 - Present
Wells Fargo Bank, N.A. September 2006 - June 2012
Banc of America Securities February 1989 - July 2006
Education
The University of Texas at Dallas
MBA, Finance
University of Alaska Anchorage
B.A., Economics
Dugick Consulting LLC December 2011 - Present
Wells Fargo Bank, N.A. September 2006 - June 2012
Banc of America Securities February 1989 - July 2006
Education
The University of Texas at Dallas
MBA, Finance
University of Alaska Anchorage
B.A., Economics
james posner's Banc of America Securities Experience June 2009 - Present
Job HY Sales at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities June 2009 - Present
Education
The George Washington University
Banc of America Securities June 2009 - Present
Education
The George Washington University
Richard Monroe's Banc of America Securities Experience June 1998 - March 2002
Job Chief Financial Officer at Reform Homes LLC
Industry Financial Services
Experience
Reform Homes LLC March 2015 - Present
SNL Financial September 2003 - September 2004
Banc of America Securities June 1998 - March 2002
Banc of America Securities LLC January 2001 - January 2002
Banc of America Securities January 1998 - January 1999
Montgomery Securities January 1996 - January 1998
Skills
Bonds, Capital Markets, Management, Derivatives
Education
Tulane University 1990 — 1994
Tulane University - School of Arts & SciencesNew
Bachelor of Arts, Psychology
Reform Homes LLC March 2015 - Present
SNL Financial September 2003 - September 2004
Banc of America Securities June 1998 - March 2002
Banc of America Securities LLC January 2001 - January 2002
Banc of America Securities January 1998 - January 1999
Montgomery Securities January 1996 - January 1998
Skills
Bonds, Capital Markets, Management, Derivatives
Education
Tulane University 1990 — 1994
Tulane University - School of Arts & SciencesNew
Bachelor of Arts, Psychology
David Huff's Banc of America Securities Experience May 2000 - October 2002
Job President of Progressive Pumps & Controls Corporation
Industry Industrial Automation
Experience
Progressive Pumps & Controls Corporation November 2006 - Present
Academy Sports & Outdoors April 2005 - April 2006
Banc of America Securities May 2000 - October 2002
Bear Stearns May 1994 - May 2000
Skills
Mergers, Pumps, Operations Management, Energy, New Business Development, Forecasting, Mergers & Acquisitions, Manufacturing, Petroleum, Procurement, Investment Banking, Contract Negotiation, Financial Analysis, Executive Management, Managerial Finance, Business Strategy, Start-ups, Strategic Planning, Business Development, Business Planning, Finance, Oil & Gas Industry
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
The University of Texas at Austin 1983 — 1987
BBA
Progressive Pumps & Controls Corporation November 2006 - Present
Academy Sports & Outdoors April 2005 - April 2006
Banc of America Securities May 2000 - October 2002
Bear Stearns May 1994 - May 2000
Skills
Mergers, Pumps, Operations Management, Energy, New Business Development, Forecasting, Mergers & Acquisitions, Manufacturing, Petroleum, Procurement, Investment Banking, Contract Negotiation, Financial Analysis, Executive Management, Managerial Finance, Business Strategy, Start-ups, Strategic Planning, Business Development, Business Planning, Finance, Oil & Gas Industry
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
The University of Texas at Austin 1983 — 1987
BBA
Janice Hong's Banc of America Securities Experience June 2006 - November 2007
Job Sr. Financial Analyst at Hermes of Paris
Industry Retail
Experience
Hermes of Paris January 2013 - Present
Hermes of Paris June 2010 - Present
Club Monaco September 2009 - May 2010
Cantor Fitzgerald February 2008 - July 2009
Banc of America Securities June 2006 - November 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking
Education
Wellesley College 2002 — 2006
B.A., Economics
London School of Economics and Political Science 2004 — 2005
Hermes of Paris January 2013 - Present
Hermes of Paris June 2010 - Present
Club Monaco September 2009 - May 2010
Cantor Fitzgerald February 2008 - July 2009
Banc of America Securities June 2006 - November 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking
Education
Wellesley College 2002 — 2006
B.A., Economics
London School of Economics and Political Science 2004 — 2005
Julie Wurfel's Banc of America Securities Experience 2003 - 2007
Job Ume Matsu LLC
Industry Management Consulting
Experience
Ume Matsu LLC 2013 - Present
Scripps Networks Interactive 2009 - 2012
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
OffRoad Capital 2000 - 2002
Goldman Sachs 1996 - 1999
Education
Johns Hopkins SAIS
MA, International Macroeconomics
University of Toronto
BA, Political Science
Ume Matsu LLC 2013 - Present
Scripps Networks Interactive 2009 - 2012
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
OffRoad Capital 2000 - 2002
Goldman Sachs 1996 - 1999
Education
Johns Hopkins SAIS
MA, International Macroeconomics
University of Toronto
BA, Political Science
Ragnhild Daasvand's Banc of America Securities Experience January 1990 - July 2000
Job Retired at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities January 1990 - July 2000
International Shipholding September 1985 - July 1989
Central Gulf Lines (International Shipholding sub) 1982 - 1987
Skills
Banking, Computer Proficiency, Foreign Languages, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Tulane University 1981 — 1985
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Banc of America Securities January 1990 - July 2000
International Shipholding September 1985 - July 1989
Central Gulf Lines (International Shipholding sub) 1982 - 1987
Skills
Banking, Computer Proficiency, Foreign Languages, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Tulane University 1981 — 1985
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Raffaele J. Senese, CFA's Banc of America Securities Experience 2000 - 2002
Job Credit/Distressed Portfolio Manager
Industry Investment Management
Experience
SGS Capital Advisors, L.P. 2014 - 2015
Artio Global Investors 2007 - 2013
Angelo, Gordon & Co. 2005 - 2007
The D. E. Shaw Group 2002 - 2005
Banc of America Securities 2000 - 2002
PricewaterhouseCoopers LLP 1993 - 1998
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Analytic Finance/Econometrics & Statistics
University of Pennsylvania 1989 — 1993
Bachelor of Arts (BA), Political Science/Regional Science (Econometrics & Urban Studies)
SGS Capital Advisors, L.P. 2014 - 2015
Artio Global Investors 2007 - 2013
Angelo, Gordon & Co. 2005 - 2007
The D. E. Shaw Group 2002 - 2005
Banc of America Securities 2000 - 2002
PricewaterhouseCoopers LLP 1993 - 1998
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Analytic Finance/Econometrics & Statistics
University of Pennsylvania 1989 — 1993
Bachelor of Arts (BA), Political Science/Regional Science (Econometrics & Urban Studies)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS