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
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Banc of America Securities Employees
Employee
Years
Job
Industry
Matt Maley, CIMA®, PMP Matt Maley, CIMA®, PMP's Banc of America Securities Experience April 2000 - April 2001
Job Senior Manager at EY, FSO Advisory Services, Wealth and Asset Management
Industry Financial Services
Experience
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Sarah Willett Sarah Willett's Banc of America Securities Experience July 1992 - September 1999
Job National Healthcare Finance at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank September 2015 - Present
MUFG Union Bank May 2011 - September 2015
Fifth Third Bank August 2009 - April 2011
Sara Lee March 2009 - August 2009
Citi April 2006 - October 2007
LaSalle Bank September 1999 - March 2006
Banc of America Securities July 1992 - September 1999
Skills
Portfolio Management, Investment Banking, Financial Analysis, Mergers, Banking, Due Diligence, Credit, Valuation, Investments, Private Equity, Loans, Finance, Cash Management, Treasury Management, Mergers & Acquisitions, Financial Risk, Derivatives, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
MB Financial Bank September 2015 - Present
MUFG Union Bank May 2011 - September 2015
Fifth Third Bank August 2009 - April 2011
Sara Lee March 2009 - August 2009
Citi April 2006 - October 2007
LaSalle Bank September 1999 - March 2006
Banc of America Securities July 1992 - September 1999
Skills
Portfolio Management, Investment Banking, Financial Analysis, Mergers, Banking, Due Diligence, Credit, Valuation, Investments, Private Equity, Loans, Finance, Cash Management, Treasury Management, Mergers & Acquisitions, Financial Risk, Derivatives, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Vince Peagler Vince Peagler's Banc of America Securities Experience June 2006 - February 2009
Job Artist, CEO & Founder at Yumefit LLC
Industry Philanthropy
Experience
Yumefit LLC June 2013 - Present
Life February 2009 - Present
Equinox May 2010 - May 2013
Banc of America Securities June 2006 - February 2009
Bank of America June 2004 - June 2006
Skills
Marketing, Public Speaking, Personal Training, Fitness, Microsoft Excel, Financial Analysis, Wellness, Event Planning, Financial Modeling, Nutrition, Social Media
Education
University of Kentucky 2000 — 2004
BBA, Finance/Management
Yumefit LLC June 2013 - Present
Life February 2009 - Present
Equinox May 2010 - May 2013
Banc of America Securities June 2006 - February 2009
Bank of America June 2004 - June 2006
Skills
Marketing, Public Speaking, Personal Training, Fitness, Microsoft Excel, Financial Analysis, Wellness, Event Planning, Financial Modeling, Nutrition, Social Media
Education
University of Kentucky 2000 — 2004
BBA, Finance/Management
Jian Chai Jian Chai's Banc of America Securities Experience May 2004 - August 2004
Job Director of Finance
Industry Renewables & Environment
Experience
Energy Recovery Inc May 2013 - Present
Bunker Hill Capital May 2010 - July 2012
Maggwire, LLC August 2008 - May 2010
Deutsche Bank 2005 - 2008
Banc of America Securities May 2004 - August 2004
Skills
Financial Modeling, Acquisitions, Investments, LBO, Mergers & Acquisitions, Valuation, Private Equity, Venture Capital, Investment Banking, Corporate Development, Finance, M&A experience, Due Diligence, Business Strategy, Leveraged Finance, Hedge Funds, Fixed Income, Bloomberg, Equity Research, Capital Markets, Alternative Investments, Business Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Bachelor of Business Administration
Energy Recovery Inc May 2013 - Present
Bunker Hill Capital May 2010 - July 2012
Maggwire, LLC August 2008 - May 2010
Deutsche Bank 2005 - 2008
Banc of America Securities May 2004 - August 2004
Skills
Financial Modeling, Acquisitions, Investments, LBO, Mergers & Acquisitions, Valuation, Private Equity, Venture Capital, Investment Banking, Corporate Development, Finance, M&A experience, Due Diligence, Business Strategy, Leveraged Finance, Hedge Funds, Fixed Income, Bloomberg, Equity Research, Capital Markets, Alternative Investments, Business Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Bachelor of Business Administration
Diane Van Horne Diane Van Horne's Banc of America Securities Experience June 2004 - June 2006
Job Senior Vice President within Client Advisory Group at Bessemer Trust
Industry Financial Services
Experience
Barclays Capital March 2011 - April 2014
Barclays Capital June 2008 - February 2011
Barclays Capital June 2007 - August 2007
Banc of America Securities June 2004 - June 2006
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Bloomberg, Portfolio Management, Asset Management, Series 7, Series 63, Series 3, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA, Investment Management & Corporate Finance
Vanderbilt University 2000 — 2004
BA, Magna Cum Laude, Mathematics
Darien High School 1996 — 2000
Barclays Capital March 2011 - April 2014
Barclays Capital June 2008 - February 2011
Barclays Capital June 2007 - August 2007
Banc of America Securities June 2004 - June 2006
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Bloomberg, Portfolio Management, Asset Management, Series 7, Series 63, Series 3, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA, Investment Management & Corporate Finance
Vanderbilt University 2000 — 2004
BA, Magna Cum Laude, Mathematics
Darien High School 1996 — 2000
Doug Roper Doug Roper's Banc of America Securities Experience 1992 - 2001
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company December 2011 - Present
Consultant February 2008 - July 2011
Calyon Corporate and Investment Bank 2001 - 2008
Banc of America Securities 1992 - 2001
First Chicago (now JPMorgan Chase) 1990 - 1992
Scotiabank 1985 - 1990
First City National Bank of Houston 1982 - 1985
Skills
Retirement Planning, Retirement, Investments, Life Insurance, Financial Planning, Mutual Funds, Investment Strategies, IRAs, Long Term Care Insurance, Wealth Management, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Finance, Securities, Series 63, Asset Allocation, Equities, Bonds, Capital Markets, Financial Analysis, Risk Management
Education
University of Denver 1980 — 1981
BSBA, Finance and Marketing
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company December 2011 - Present
Consultant February 2008 - July 2011
Calyon Corporate and Investment Bank 2001 - 2008
Banc of America Securities 1992 - 2001
First Chicago (now JPMorgan Chase) 1990 - 1992
Scotiabank 1985 - 1990
First City National Bank of Houston 1982 - 1985
Skills
Retirement Planning, Retirement, Investments, Life Insurance, Financial Planning, Mutual Funds, Investment Strategies, IRAs, Long Term Care Insurance, Wealth Management, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Finance, Securities, Series 63, Asset Allocation, Equities, Bonds, Capital Markets, Financial Analysis, Risk Management
Education
University of Denver 1980 — 1981
BSBA, Finance and Marketing
Taena Kim Taena Kim's Banc of America Securities Experience 2003 - 2005
Job VP at Highbridge Principal Strategies
Industry Investment Management
Experience
Highbridge Capital Management January 2011 - Present
Scoggin Capital October 2007 - February 2009
Goldman Sachs July 2005 - July 2007
Banc of America Securities 2003 - 2005
Education
University of North Carolina at Chapel Hill 1999 — 2003
Highbridge Capital Management January 2011 - Present
Scoggin Capital October 2007 - February 2009
Goldman Sachs July 2005 - July 2007
Banc of America Securities 2003 - 2005
Education
University of North Carolina at Chapel Hill 1999 — 2003
Anthony Chambers Anthony Chambers's Banc of America Securities Experience December 2004 - June 2007
Job Director at Thompson Street Capital Partners
Industry Venture Capital & Private Equity
Experience
Thompson Street Capital Partners May 2011 - Present
H.I.G. Capital July 2007 - July 2010
Banc of America Securities December 2004 - June 2007
Donald Danforth Plant Science Center May 2004 - August 2004
Skills
Private Equity, Financial Analysis, Business Strategy, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Strategic Planning, Mergers, Venture Capital, Corporate Development, Strategy, M&A experience, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2011
MBA, Strategic Management
University of Notre Dame 2001 — 2005
Preprofessional Studies (Pre-Med) - Summa Cum Laude, Medicine
Chaminade College Preparatory School 1997 — 2001
Thompson Street Capital Partners May 2011 - Present
H.I.G. Capital July 2007 - July 2010
Banc of America Securities December 2004 - June 2007
Donald Danforth Plant Science Center May 2004 - August 2004
Skills
Private Equity, Financial Analysis, Business Strategy, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Strategic Planning, Mergers, Venture Capital, Corporate Development, Strategy, M&A experience, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2011
MBA, Strategic Management
University of Notre Dame 2001 — 2005
Preprofessional Studies (Pre-Med) - Summa Cum Laude, Medicine
Chaminade College Preparatory School 1997 — 2001
Rob Lonardo's Banc of America Securities Experience January 2004 - July 2005
Job $£€¥
Industry Financial Services
Experience
Merrill Lynch February 2012 - August 2013
Brendan Murphy Art September 2010 - February 2012
CKW Financial Group May 2010 - August 2010
Fidelity Investments August 2006 - March 2010
Banc of America Securities January 2004 - July 2005
AXA Advisors August 2002 - January 2004
Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services
Education
University of Miami 1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology
Merrill Lynch February 2012 - August 2013
Brendan Murphy Art September 2010 - February 2012
CKW Financial Group May 2010 - August 2010
Fidelity Investments August 2006 - March 2010
Banc of America Securities January 2004 - July 2005
AXA Advisors August 2002 - January 2004
Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services
Education
University of Miami 1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology
Brad BonSalle's Banc of America Securities Experience June 2006 - August 2006
Job Manager Corporate Strategy at PDC Energy, Inc.
Industry Oil & Energy
Experience
PDC Energy, Inc. March 2015 - Present
Petroleum Development Corporation January 2013 - Present
DCP Midstream August 2011 - January 2013
DCP Midstream March 2009 - August 2011
DCP Midstream July 2007 - March 2009
Stifel Nicolaus February 2007 - June 2007
Banc of America Securities June 2006 - August 2006
Fannie Mae June 2002 - August 2002
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Presentations, Natural Gas, Analysis, Valuation, Corporate Finance, Due Diligence, Strategic Planning, Finance, Budgets, Financial Modeling, Pipelines, Energy, Financial Analysis, Strategy, Contract Negotiation
Education
University of Denver - Daniels College of Business 2003 — 2007
Finance, Finance, Statistics
PDC Energy, Inc. March 2015 - Present
Petroleum Development Corporation January 2013 - Present
DCP Midstream August 2011 - January 2013
DCP Midstream March 2009 - August 2011
DCP Midstream July 2007 - March 2009
Stifel Nicolaus February 2007 - June 2007
Banc of America Securities June 2006 - August 2006
Fannie Mae June 2002 - August 2002
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Presentations, Natural Gas, Analysis, Valuation, Corporate Finance, Due Diligence, Strategic Planning, Finance, Budgets, Financial Modeling, Pipelines, Energy, Financial Analysis, Strategy, Contract Negotiation
Education
University of Denver - Daniels College of Business 2003 — 2007
Finance, Finance, Statistics
Janice Kagan Schwartz Janice Kagan Schwartz's Banc of America Securities Experience 2004 - 2006
Job HR Talent Management, M&A Transaction Services at Deloitte
Industry Accounting
Experience
Deloitte March 2011 - Present
Rosetta August 2006 - March 2010
Banc of America Securities 2004 - 2006
JPMorgan Chase 2000 - 2004
Skills
Talent Acquisition, Talent Management, Human Resources, Onboarding, Applicant Tracking..., Employee Relations, College Recruiting, Recruiting, Performance Management, Employee Engagement, Succession Planning, Workforce Planning, Change Management, Management, Personnel Management
Education
University of Maryland College Park 1989 — 1993
Deloitte March 2011 - Present
Rosetta August 2006 - March 2010
Banc of America Securities 2004 - 2006
JPMorgan Chase 2000 - 2004
Skills
Talent Acquisition, Talent Management, Human Resources, Onboarding, Applicant Tracking..., Employee Relations, College Recruiting, Recruiting, Performance Management, Employee Engagement, Succession Planning, Workforce Planning, Change Management, Management, Personnel Management
Education
University of Maryland College Park 1989 — 1993
Geoffrey Boulter Geoffrey Boulter's Banc of America Securities Experience 2003 - 2005
Job Executive Director Corporate M&A and Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
Merrill Lynch 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, M&A experience
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Science in Business Administration, Finance
Morgan Stanley February 2008 - Present
Merrill Lynch 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, M&A experience
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Science in Business Administration, Finance
Beth Bauguess Beth Bauguess's Banc of America Securities Experience May 2009 - February 2010
Job Operations at WestEnd Advisors
Industry Investment Banking
Experience
WestEnd Advisors March 2012 - Present
Bank of America Merrill Lynch February 2010 - March 2012
Banc of America Securities May 2009 - February 2010
Banc of America Securities July 2008 - May 2009
Bank of America March 2006 - July 2008
Banc of America Securities August 2005 - March 2006
Bank of America June 2004 - August 2005
Banc of America Investment Services Inc. 2001 - 2004
DLJdirect 1999 - 2001
First Union Brokerage Services 1998 - 1999
Skills
Options, Analysis, Portfolio Management, Investment Banking, Financial Risk, Asset Management, Mutual Funds, Investments, Trading, Finance, Equities, Securities, Fixed Income
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Corporate Communication, Mathematics
WestEnd Advisors March 2012 - Present
Bank of America Merrill Lynch February 2010 - March 2012
Banc of America Securities May 2009 - February 2010
Banc of America Securities July 2008 - May 2009
Bank of America March 2006 - July 2008
Banc of America Securities August 2005 - March 2006
Bank of America June 2004 - August 2005
Banc of America Investment Services Inc. 2001 - 2004
DLJdirect 1999 - 2001
First Union Brokerage Services 1998 - 1999
Skills
Options, Analysis, Portfolio Management, Investment Banking, Financial Risk, Asset Management, Mutual Funds, Investments, Trading, Finance, Equities, Securities, Fixed Income
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Corporate Communication, Mathematics
Sandhya Murti Sandhya Murti's Banc of America Securities Experience June 2005 - March 2008
Job Director at Bank of America Merrill Lynch | Startup Advisor & Catalyst
Industry Investment Management
Experience
Bank of America Merrill Lynch July 2013 - Present
SemiCORE Corp August 2011 - Present
Bank of America Merrill Lynch May 2010 - June 2013
Bank of America Merrill Lynch March 2008 - May 2010
Banc of America Securities June 2005 - March 2008
Bloomberg 2004 - 2004
University of Michigan 2004 - 2004
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Capital Markets, Business Development, Management, Leadership, Acquisition Integration, Business Transformation, Product Development, Mergers, Strategy Development, Risk Management, Management Consulting, Investment Banking, Private Equity, Due Diligence, Entrepreneurship, Business Process..., Valuation, Financial Services, Business Analysis, Financial Modeling, Fixed Income, Banking, Equities, Integration, Portfolio Management
Education
University of Michigan 2004 — 2005
Masters of Science in Engineering
University of Michigan
Bachelors of Science in Engineering
Bank of America Merrill Lynch July 2013 - Present
SemiCORE Corp August 2011 - Present
Bank of America Merrill Lynch May 2010 - June 2013
Bank of America Merrill Lynch March 2008 - May 2010
Banc of America Securities June 2005 - March 2008
Bloomberg 2004 - 2004
University of Michigan 2004 - 2004
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Capital Markets, Business Development, Management, Leadership, Acquisition Integration, Business Transformation, Product Development, Mergers, Strategy Development, Risk Management, Management Consulting, Investment Banking, Private Equity, Due Diligence, Entrepreneurship, Business Process..., Valuation, Financial Services, Business Analysis, Financial Modeling, Fixed Income, Banking, Equities, Integration, Portfolio Management
Education
University of Michigan 2004 — 2005
Masters of Science in Engineering
University of Michigan
Bachelors of Science in Engineering
Dan Cass Dan Cass's Banc of America Securities Experience February 2000 - July 2000
Job CTO at 1st Financial Bank USA
Industry Banking
Experience
1st Financial Bank USA July 2000 - Present
Banc of America Securities February 2000 - July 2000
Education
University of Nebraska at Kearney
BS, Business
1st Financial Bank USA July 2000 - Present
Banc of America Securities February 2000 - July 2000
Education
University of Nebraska at Kearney
BS, Business
Michele Costello Michele Costello's Banc of America Securities Experience 2000 - 2002
Job Credit Risk Professional | Adjunct Professor | Trainer and Consultant | NonProfit Board Member
Industry Financial Services
Experience
Baruch College January 2010 - Present
Women Advancing Microfinance (WAM) International 2009 - Present
Royal Bank of Scotland 2008 - November 2013
Royal Bank of Scotland Group 2007 - November 2013
Biogreen Energies 2009 - 2010
ABN Amro 2002 - 2008
ABN AMRO Bank 2002 - 2008
Stern Women in Business 2002 - 2005
Banc of America Securities 2000 - 2002
Jones Lang LaSalle 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance and Economics
University of Notre Dame 1995 — 1999
Bachelor of Arts (BA), Government and Economics
Lakeland Senior High School 1991 — 1995
Baruch College January 2010 - Present
Women Advancing Microfinance (WAM) International 2009 - Present
Royal Bank of Scotland 2008 - November 2013
Royal Bank of Scotland Group 2007 - November 2013
Biogreen Energies 2009 - 2010
ABN Amro 2002 - 2008
ABN AMRO Bank 2002 - 2008
Stern Women in Business 2002 - 2005
Banc of America Securities 2000 - 2002
Jones Lang LaSalle 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance and Economics
University of Notre Dame 1995 — 1999
Bachelor of Arts (BA), Government and Economics
Lakeland Senior High School 1991 — 1995
Matt Doherty's Banc of America Securities Experience October 2007 - March 2009
Job Chief Financial Officer, Executive Vice President at Heartland Bank and Trust Company
Industry Banking
Experience
Heartland Bank and Trust Company March 2010 - Present
Wells Fargo Securities, LLC May 2009 - March 2010
Banc of America Securities October 2007 - March 2009
LaSalle Bank May 2002 - October 2007
Banc One Securities May 2001 - May 2002
Sandler O'Neill May 2000 - May 2001
ABN AMRO Inc. August 1992 - April 2000
Skills
Capital Markets, Banking, Finance, Fixed Income, Bonds, Credit, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Credit Analysis, Financial Institutions, Securities, Asset Allocation, Commercial Banking, Loans, Cash Management, Treasury Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Loan Origination, Mortgage Lending, Financial Risk, Interest Rate Risk..., Interest Rate Swaps, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accountancy
Heartland Bank and Trust Company March 2010 - Present
Wells Fargo Securities, LLC May 2009 - March 2010
Banc of America Securities October 2007 - March 2009
LaSalle Bank May 2002 - October 2007
Banc One Securities May 2001 - May 2002
Sandler O'Neill May 2000 - May 2001
ABN AMRO Inc. August 1992 - April 2000
Skills
Capital Markets, Banking, Finance, Fixed Income, Bonds, Credit, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Credit Analysis, Financial Institutions, Securities, Asset Allocation, Commercial Banking, Loans, Cash Management, Treasury Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Loan Origination, Mortgage Lending, Financial Risk, Interest Rate Risk..., Interest Rate Swaps, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accountancy
Bill Nicholson Bill Nicholson's Banc of America Securities Experience January 2000 - December 2002
Job Investment Banking and Litigation Support
Industry Financial Services
Experience
Heritage Capital Group May 2010 - Present
BSE Management, LLC January 2009 - April 2010
WRN Financial 2003 - 2008
Banc of America Securities January 2000 - December 2002
Bank of America (f/k/a Barnett Banks, Inc.) 1998 - 2000
Barnett Bank 1992 - 1997
PNC Financial Services Group November 1981 - January 1992
Skills
Litigation Support
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1973
Wesleyan University 1964 — 1968
BA, Pol sci/English
Choate School
Heritage Capital Group May 2010 - Present
BSE Management, LLC January 2009 - April 2010
WRN Financial 2003 - 2008
Banc of America Securities January 2000 - December 2002
Bank of America (f/k/a Barnett Banks, Inc.) 1998 - 2000
Barnett Bank 1992 - 1997
PNC Financial Services Group November 1981 - January 1992
Skills
Litigation Support
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1973
Wesleyan University 1964 — 1968
BA, Pol sci/English
Choate School
Allison Burgun Allison Burgun's Banc of America Securities Experience March 2004 - February 2009
Job Corporate Finance, Capital Markets and Investor Relations Professional
Industry Banking
Experience
U.S. Bank August 2014 - Present
Ally Financial Inc. June 2010 - August 2014
Bank of America Merrill Lynch October 2009 - June 2010
Banc of America Securities March 2004 - February 2009
William R. Hough & Co. (RBC Dain Rauscher Inc.) July 2003 - February 2004
Wachovia Corp 1998 - 2001
Skills
Contract Negotiation, Documentations, Financial Analysis, Loans, Corporate Finance, Due Diligence, Restructuring, Analysis, Strategic Planning, Portfolio Management, Financial Modeling, Banking, Capital Markets, Credit Analysis, Equities, Commercial Lending, Valuation, Credit, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance and Accounting
University of North Carolina at Charlotte 1996 — 1998
BSBA, Bachelor of Science in Business Administration, Major in Finance, May 1998
Virginia Polytechnic Institute and State University 1994 — 1996
Greensboro Day School 1987 — 1994
U.S. Bank August 2014 - Present
Ally Financial Inc. June 2010 - August 2014
Bank of America Merrill Lynch October 2009 - June 2010
Banc of America Securities March 2004 - February 2009
William R. Hough & Co. (RBC Dain Rauscher Inc.) July 2003 - February 2004
Wachovia Corp 1998 - 2001
Skills
Contract Negotiation, Documentations, Financial Analysis, Loans, Corporate Finance, Due Diligence, Restructuring, Analysis, Strategic Planning, Portfolio Management, Financial Modeling, Banking, Capital Markets, Credit Analysis, Equities, Commercial Lending, Valuation, Credit, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance and Accounting
University of North Carolina at Charlotte 1996 — 1998
BSBA, Bachelor of Science in Business Administration, Major in Finance, May 1998
Virginia Polytechnic Institute and State University 1994 — 1996
Greensboro Day School 1987 — 1994
Arlan Dohrmann Arlan Dohrmann's Banc of America Securities Experience 1998 - 2001
Job Managing Director at Stern Brothers
Industry Investment Banking
Experience
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Michael Yirilli Michael Yirilli's Banc of America Securities Experience July 2005 - May 2007
Job Vice President at ABRY Partners
Industry Venture Capital & Private Equity
Experience
ABRY Partners May 2007 - Present
Compusearch Software Systems, Inc May 2015 - Present
CIBT December 2011 - Present
Grande Communications Networks LLC September 2011 - Present
PRO Unlimited December 2010 - October 2014
Banc of America Securities July 2005 - May 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
ABRY Partners May 2007 - Present
Compusearch Software Systems, Inc May 2015 - Present
CIBT December 2011 - Present
Grande Communications Networks LLC September 2011 - Present
PRO Unlimited December 2010 - October 2014
Banc of America Securities July 2005 - May 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
Scott Coblentz's Banc of America Securities Experience September 2005 - July 2008
Job Director at Princeton Communities, LLC
Industry Commercial Real Estate
Experience
Princeton Communities, LLC June 2014 - Present
Crescent Communities, LLC June 2011 - June 2014
South Street Partners May 2010 - August 2010
Bank of America Merrill Lynch August 2008 - April 2009
Banc of America Securities September 2005 - July 2008
Legg Mason 2004 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Real Estate
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
Bachelor of Science, Finance
Princeton Communities, LLC June 2014 - Present
Crescent Communities, LLC June 2011 - June 2014
South Street Partners May 2010 - August 2010
Bank of America Merrill Lynch August 2008 - April 2009
Banc of America Securities September 2005 - July 2008
Legg Mason 2004 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Real Estate
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
Bachelor of Science, Finance
Kirk Materne Kirk Materne's Banc of America Securities Experience 2002 - 2008
Job Managing Director, Equity Research at Evercore Partners
Industry Research
Experience
Evercore Partners September 2010 - Present
Rafferty Capital Markets July 2009 - September 2010
Bank of America February 2002 - April 2009
Bank of America Securities 2002 - 2008
Banc of America Securities 2002 - 2008
Merrill Lynch 1999 - 2002
Skills
Equities, Equity Research, Financial Modeling, Strategic Planning, Valuation, Finance, Bloomberg, Capital Markets, Investment Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
Hotchkiss 1989 — 1993
Peck School 1981 — 1989
Evercore Partners September 2010 - Present
Rafferty Capital Markets July 2009 - September 2010
Bank of America February 2002 - April 2009
Bank of America Securities 2002 - 2008
Banc of America Securities 2002 - 2008
Merrill Lynch 1999 - 2002
Skills
Equities, Equity Research, Financial Modeling, Strategic Planning, Valuation, Finance, Bloomberg, Capital Markets, Investment Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
Hotchkiss 1989 — 1993
Peck School 1981 — 1989
Natalie Schrier Natalie Schrier's Banc of America Securities Experience July 2001 - March 2005
Job President & Founder, Cut The Clutter
Industry Professional Training & Coaching
Experience
Cut The Clutter August 2008 - Present
The Merchandiser Newspapers January 2006 - July 2008
Banc of America Securities July 2001 - March 2005
ING Furman Selz Asset Management November 1998 - June 2001
Skills
Onboarding, Talent Acquisition, Talent Management, College Recruiting, Recruiting, Employee Relations, Career Development, Human Resources, Organizational..., Leadership Development, Coaching, Interviews, Training, Resume Writing, Leadership, Networking, Business Development, Management, Account Management, Strategic Planning, Sales, Team Building, Strategy
Education
University of Maryland College Park 1994 — 1998
B.A., Psychology
Cut The Clutter August 2008 - Present
The Merchandiser Newspapers January 2006 - July 2008
Banc of America Securities July 2001 - March 2005
ING Furman Selz Asset Management November 1998 - June 2001
Skills
Onboarding, Talent Acquisition, Talent Management, College Recruiting, Recruiting, Employee Relations, Career Development, Human Resources, Organizational..., Leadership Development, Coaching, Interviews, Training, Resume Writing, Leadership, Networking, Business Development, Management, Account Management, Strategic Planning, Sales, Team Building, Strategy
Education
University of Maryland College Park 1994 — 1998
B.A., Psychology
Lauren A. O'Bryan Lauren A. O'Bryan's Banc of America Securities Experience May 2005 - August 2005
Job Vice President, Consultant & Client Relations at Nikko Asset Management
Industry Financial Services
Experience
Nikko Asset Management May 2015 - Present
Guggenheim Investments May 2014 - April 2015
Guggenheim Investments May 2012 - May 2014
INVESCO 2008 - May 2012
Citigroup 2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation 2004 - 2006
Banc of America Securities May 2005 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
University of Michigan 2002 — 2004
Honors College, Pre-Business
Nikko Asset Management May 2015 - Present
Guggenheim Investments May 2014 - April 2015
Guggenheim Investments May 2012 - May 2014
INVESCO 2008 - May 2012
Citigroup 2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation 2004 - 2006
Banc of America Securities May 2005 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
University of Michigan 2002 — 2004
Honors College, Pre-Business
Jay McDowell, CFA Jay McDowell, CFA's Banc of America Securities Experience June 2009 - August 2009
Job Trader at Millennium Advisors, LLC
Industry Investment Management
Experience
Millennium Advisors, LLC March 2015 - Present
TIAA-CREF August 2013 - March 2015
Bank of America Merrill Lynch July 2010 - August 2013
Banc of America Securities June 2009 - August 2009
Wachovia Securities, LLC February 2007 - June 2008
Evergreen Investments September 2004 - January 2007
PricewaterhouseCoopers August 2002 - September 2004
Skills
Corporate Finance, Leveraged Finance, High Yield, Financial Analysis, Financial Structuring, Credit Analysis, Investments, Management, Investment Banking, Loans, Fixed Income, Finance, Financial Modeling, Portfolio Management, Valuation, Private Equity, Equities, LBO, Trading, Capital Markets, Bloomberg, Asset Management, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Corporate Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Millennium Advisors, LLC March 2015 - Present
TIAA-CREF August 2013 - March 2015
Bank of America Merrill Lynch July 2010 - August 2013
Banc of America Securities June 2009 - August 2009
Wachovia Securities, LLC February 2007 - June 2008
Evergreen Investments September 2004 - January 2007
PricewaterhouseCoopers August 2002 - September 2004
Skills
Corporate Finance, Leveraged Finance, High Yield, Financial Analysis, Financial Structuring, Credit Analysis, Investments, Management, Investment Banking, Loans, Fixed Income, Finance, Financial Modeling, Portfolio Management, Valuation, Private Equity, Equities, LBO, Trading, Capital Markets, Bloomberg, Asset Management, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Corporate Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Adeel Ahmad's Banc of America Securities Experience June 2007 - May 2008
Job Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC January 2015 - Present
Imperial Capital, LLC July 2011 - December 2014
Imperial Capital LLC December 2009 - October 2011
The Mercanti Group July 2008 - March 2010
Banc of America Securities June 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Investments, Mergers, Bloomberg, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy and Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors with High Honors, Accounting
Imperial Capital, LLC January 2015 - Present
Imperial Capital, LLC July 2011 - December 2014
Imperial Capital LLC December 2009 - October 2011
The Mercanti Group July 2008 - March 2010
Banc of America Securities June 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Investments, Mergers, Bloomberg, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy and Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors with High Honors, Accounting
Reggie de Villiers Reggie de Villiers's Banc of America Securities Experience May 1998 - April 2002
Job Head of Latin American Structured Finance at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2007 - Present
UBS Investment Bank April 2002 - July 2007
Banc of America Securities May 1998 - April 2002
Skills
Structured Finance, Capital Markets, ABS, Fixed Income, Structured Products, Investment Banking, Securitization, Financial Modeling, Valuation, Derivatives, Financial Structuring, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Miami - School of Business 1990 — 1994
BBA, Finance
Merrill Lynch July 2007 - Present
UBS Investment Bank April 2002 - July 2007
Banc of America Securities May 1998 - April 2002
Skills
Structured Finance, Capital Markets, ABS, Fixed Income, Structured Products, Investment Banking, Securitization, Financial Modeling, Valuation, Derivatives, Financial Structuring, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Miami - School of Business 1990 — 1994
BBA, Finance
Lori Lemons Lori Lemons's Banc of America Securities Experience 1985 - 1996
Job Managing Director at Park Sterling Bank
Industry Investment Management
Experience
Park Sterling Bank June 2014 - Present
CertusBank February 2012 - May 2014
Bank of America September 2009 - February 2012
Firm Mast Guidance, L.L.P. 2008 - 2009
Columbia Management January 2002 - September 2008
Bank of America January 2001 - January 2002
Wachovia Securities, LLC 1998 - 2001
Banc of America Securities 1985 - 1996
Skills
Management, Financial Risk, Fixed Income, Mergers, Bloomberg, Portfolio Management, Asset Managment, Risk Management, Business Analysis, Investments, Banking, Securities, Analysis, Strategy, Capital Markets, Credit, Trading, Bonds, Finance, Financial Services, Leadership, Business Strategy, Mergers & Acquisitions, Asset Management
Education
University of North Carolina at Charlotte
BS, Business Administration
Park Sterling Bank June 2014 - Present
CertusBank February 2012 - May 2014
Bank of America September 2009 - February 2012
Firm Mast Guidance, L.L.P. 2008 - 2009
Columbia Management January 2002 - September 2008
Bank of America January 2001 - January 2002
Wachovia Securities, LLC 1998 - 2001
Banc of America Securities 1985 - 1996
Skills
Management, Financial Risk, Fixed Income, Mergers, Bloomberg, Portfolio Management, Asset Managment, Risk Management, Business Analysis, Investments, Banking, Securities, Analysis, Strategy, Capital Markets, Credit, Trading, Bonds, Finance, Financial Services, Leadership, Business Strategy, Mergers & Acquisitions, Asset Management
Education
University of North Carolina at Charlotte
BS, Business Administration
Donald Munro Donald Munro's Banc of America Securities Experience 1998 - 2000
Job Global Wine Company
Industry Wine and Spirits
Experience
Global Wine Company August 2003 - Present
Eagle & Dominion March 2000 - June 2003
Banc of America Securities 1998 - 2000
Montgomery Securities January 1991 - March 1998
Kidder Peabody & Co September 1984 - December 1990
Skills
Entrepreneurship, Wine, Wine Tasting, Business Development, Start-ups, Management, Marketing, Investments, Marketing Strategy, Winemaking, Venture Capital, SEO, Wineries, Online Advertising, E-commerce, Food
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bs
Marlborough College, England 1972 — 1977
Global Wine Company August 2003 - Present
Eagle & Dominion March 2000 - June 2003
Banc of America Securities 1998 - 2000
Montgomery Securities January 1991 - March 1998
Kidder Peabody & Co September 1984 - December 1990
Skills
Entrepreneurship, Wine, Wine Tasting, Business Development, Start-ups, Management, Marketing, Investments, Marketing Strategy, Winemaking, Venture Capital, SEO, Wineries, Online Advertising, E-commerce, Food
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bs
Marlborough College, England 1972 — 1977
Amram Dworkin's Banc of America Securities Experience 2005 - 2008
Job CIO at eWorthy Technology Solutions, Inc.
Industry Financial Services
Experience
eWorthy Technology Solutions, Inc. 2005 - Present
Bank of America 2006 - 2009
PPC 2007 - 2008
Banc of America Securities 2005 - 2008
Banc of America Securities - Data Management 2006 - February 2007
United States Patent and Trademark Office 2007 - 2007
Merrill Lynch Online Project 2004 - 2006
Thomson Financial 2003 - 2005
Avish Enterprises, Inc. January 1985 - 2003
BondBook, LLC 2000 - 2001
Skills
Business Analysis, Enterprise Architecture, Enterprise Software, IT Strategy, Financial Services, Trading Systems, Business Intelligence, Product Management, Software Development, Vendor Management, Market Data, Project Management, Fixed Income, SDLC, Equities, IT Management, Requirements Analysis, Data Warehousing, Program Management, Databases, PMO, Software Project..., Integration, Business Process, ITIL, Solution Architecture, Project Portfolio...
Education
University of Maryland College Park
Political Science, Computer Science
eWorthy Technology Solutions, Inc. 2005 - Present
Bank of America 2006 - 2009
PPC 2007 - 2008
Banc of America Securities 2005 - 2008
Banc of America Securities - Data Management 2006 - February 2007
United States Patent and Trademark Office 2007 - 2007
Merrill Lynch Online Project 2004 - 2006
Thomson Financial 2003 - 2005
Avish Enterprises, Inc. January 1985 - 2003
BondBook, LLC 2000 - 2001
Skills
Business Analysis, Enterprise Architecture, Enterprise Software, IT Strategy, Financial Services, Trading Systems, Business Intelligence, Product Management, Software Development, Vendor Management, Market Data, Project Management, Fixed Income, SDLC, Equities, IT Management, Requirements Analysis, Data Warehousing, Program Management, Databases, PMO, Software Project..., Integration, Business Process, ITIL, Solution Architecture, Project Portfolio...
Education
University of Maryland College Park
Political Science, Computer Science
Tanya McCorquodale Tanya McCorquodale's Banc of America Securities Experience June 2005 - November 2007
Job General Counsel at Texans Credit Union
Industry Law Practice
Experience
Credit Union Liquidity Services, LLC June 2013 - July 2014
Credit Union Liquidity Services, LLC August 2011 - June 2013
Texas Capital Bank February 2009 - January 2011
Alliance Residential Company February 2008 - December 2008
Banc of America Securities June 2005 - November 2007
Bank of America August 2001 - June 2005
Bank of America May 2000 - July 2001
GE Capital June 1999 - May 2000
Skills
Portfolio Management, Real Estate, Credit, Real Estate Finance, Capital Markets, Asset Management, Loans, Financial Analysis, Banking, Commercial Lending, CMBS, Disposition, Loan Origination, Commercial Real Estate, Real Estate Economics, Underwriting, Real Estate Transactions, Mergers & Acquisitions, Commercial Mortgages, Due Diligence, Finance, Structured Finance, Risk Management, Financial Structuring, Dispositions
Education
University of North Carolina School of Law 1994 — 1997
JD
University of North Carolina at Chapel Hill 1990 — 1993
BA
Credit Union Liquidity Services, LLC June 2013 - July 2014
Credit Union Liquidity Services, LLC August 2011 - June 2013
Texas Capital Bank February 2009 - January 2011
Alliance Residential Company February 2008 - December 2008
Banc of America Securities June 2005 - November 2007
Bank of America August 2001 - June 2005
Bank of America May 2000 - July 2001
GE Capital June 1999 - May 2000
Skills
Portfolio Management, Real Estate, Credit, Real Estate Finance, Capital Markets, Asset Management, Loans, Financial Analysis, Banking, Commercial Lending, CMBS, Disposition, Loan Origination, Commercial Real Estate, Real Estate Economics, Underwriting, Real Estate Transactions, Mergers & Acquisitions, Commercial Mortgages, Due Diligence, Finance, Structured Finance, Risk Management, Financial Structuring, Dispositions
Education
University of North Carolina School of Law 1994 — 1997
JD
University of North Carolina at Chapel Hill 1990 — 1993
BA
Anton Schegolev Anton Schegolev's Banc of America Securities Experience 2003 - 2005
Job at The Options Group
Industry Financial Services
Experience
The Options Group July 2009 - Present
Magic Works LLC 2008 - 2009
Millennium Partners 2007 - 2008
Bear Stearns 2005 - 2006
Banc of America Securities 2003 - 2005
Syncsort 1998 - 2003
UCSB 1996 - 1998
Skills
Trading Systems
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Ph.D., Physics
Moscow Insitute For Physics and Technology 1985 — 1991
MS in Physics and Applied Mathematics, Physics
The Options Group July 2009 - Present
Magic Works LLC 2008 - 2009
Millennium Partners 2007 - 2008
Bear Stearns 2005 - 2006
Banc of America Securities 2003 - 2005
Syncsort 1998 - 2003
UCSB 1996 - 1998
Skills
Trading Systems
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Ph.D., Physics
Moscow Insitute For Physics and Technology 1985 — 1991
MS in Physics and Applied Mathematics, Physics
Charlie O'Hara Charlie O'Hara's Banc of America Securities Experience August 2000 - May 2005
Job
Industry Financial Services
Experience
SS&C Technologies September 2014 - Present
Merlin Securities\Wells Fargo Securities May 2005 - September 2014
Banc of America Securities August 2000 - May 2005
Skills
Series 7, Portfolio Management, Fixed Income, Equities, Securities, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Series 63, Alternative Investments
Education
University of Hartford 1998 — 2000
Masters, Educational Technology
University of Hartford 1994 — 1998
SS&C Technologies September 2014 - Present
Merlin Securities\Wells Fargo Securities May 2005 - September 2014
Banc of America Securities August 2000 - May 2005
Skills
Series 7, Portfolio Management, Fixed Income, Equities, Securities, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Series 63, Alternative Investments
Education
University of Hartford 1998 — 2000
Masters, Educational Technology
University of Hartford 1994 — 1998
Janice Sears's Banc of America Securities Experience 1999 - 2009
Job Board of Directors at BioMed Realty
Industry Investment Banking
Experience
BioMed Realty April 2014 - Present
Essex Property Trust May 2011 - Present
The Swig Company February 2009 - Present
Bank of America April 1988 - January 2009
Banc of America Securities 1999 - 2009
Bank of America Merrill Lynch 1999 - 2009
Chemical Bank 1984 - 1988
Skills
Real Estate, Banking, Real Estate Investment, Mergers, Due Diligence, Negotiation, Strategic Planning, Financial Analysis, Equities, Corporate Governance, Debt, Structuring, Capital Markets, Corporate Finance, Financial Modeling, Financial Structuring, Management, Investment Properties, Leadership, Mergers & Acquisitions, Valuation, Budgets, Commercial Real Estate
Education
University of Delaware - Lerner College of Business and Economics 1978 — 1982
Bachelor of Science (BS), Economics/Econometrics and Business Administration (2 degrees), Minor in Communication
BioMed Realty April 2014 - Present
Essex Property Trust May 2011 - Present
The Swig Company February 2009 - Present
Bank of America April 1988 - January 2009
Banc of America Securities 1999 - 2009
Bank of America Merrill Lynch 1999 - 2009
Chemical Bank 1984 - 1988
Skills
Real Estate, Banking, Real Estate Investment, Mergers, Due Diligence, Negotiation, Strategic Planning, Financial Analysis, Equities, Corporate Governance, Debt, Structuring, Capital Markets, Corporate Finance, Financial Modeling, Financial Structuring, Management, Investment Properties, Leadership, Mergers & Acquisitions, Valuation, Budgets, Commercial Real Estate
Education
University of Delaware - Lerner College of Business and Economics 1978 — 1982
Bachelor of Science (BS), Economics/Econometrics and Business Administration (2 degrees), Minor in Communication
Mark Nitcholas Mark Nitcholas's Banc of America Securities Experience February 2007 - February 2009
Job Managing Director, Hutchinson, Shockey, Erley & Co.
Industry Financial Services
Experience
Hutchinson, Shockey, Erley & Co. May 2009 - Present
Banc of America Securities February 2007 - February 2009
RBC Capital Markets January 2000 - January 2007
Education
University of North Texas 1997 — 2000
Master of Science (M.S.), History
University or Texas at Austin 1980 — 1984
bachelors of Business Administration, Finance, General
Hutchinson, Shockey, Erley & Co. May 2009 - Present
Banc of America Securities February 2007 - February 2009
RBC Capital Markets January 2000 - January 2007
Education
University of North Texas 1997 — 2000
Master of Science (M.S.), History
University or Texas at Austin 1980 — 1984
bachelors of Business Administration, Finance, General
Greg Blomberg's Banc of America Securities Experience June 2000 - March 2005
Job Vice President Equity Analyst at Unicom Capital
Industry Investment Management
Experience
Unicom Capital April 2007 - Present
SFG Asset Advisors April 2006 - March 2007
Wood River Capital Management LLC April 2005 - September 2005
Banc of America Securities June 2000 - March 2005
Education
University of North Carolina at Chapel Hill 1997 — 1999
BA, Economics
University of San Diego 1995 — 1997
Accounting
Sunset High School, Portland, Oregon 1993 — 1995
Unicom Capital April 2007 - Present
SFG Asset Advisors April 2006 - March 2007
Wood River Capital Management LLC April 2005 - September 2005
Banc of America Securities June 2000 - March 2005
Education
University of North Carolina at Chapel Hill 1997 — 1999
BA, Economics
University of San Diego 1995 — 1997
Accounting
Sunset High School, Portland, Oregon 1993 — 1995
Terry Tillman's Banc of America Securities Experience 1998 - 2002
Job Equity Research Analyst
Industry Capital Markets
Experience
Raymond James May 2008 - Present
SunTrust Robinson Humphrey November 2004 - 2008
SoundView Technology Group 2002 - 2004
Banc of America Securities 1998 - 2002
Education
University of Louisville 1992 — 1996
Bachelor Degree, Finance
Raymond James May 2008 - Present
SunTrust Robinson Humphrey November 2004 - 2008
SoundView Technology Group 2002 - 2004
Banc of America Securities 1998 - 2002
Education
University of Louisville 1992 — 1996
Bachelor Degree, Finance
Adarsh Dhand's Banc of America Securities Experience January 2002 - September 2008
Job Vice President Securitization Finance at Bank of America Merrill Lynch
Industry Investment Banking
Experience
RoundPoint Financial Group January 2013 - October 2014
25 Capital Partners/RoundPoint Financial Group July 2010 - June 2011
Hudson Pacific Capital Partners LLC August 2009 - July 2010
Banc of America Securities January 2002 - September 2008
Merrill Lynch 2000 - 2000
Skills
Data Analysis, Fixed Income Analysis, Financial Analysis, Financial Modeling, Bond Markets, Debt, Credit, Asset Managment, Valuation, Financial Reporting, Structured Finance, Asset-backed..., Residential Mortgages, Banking, Corporate Finance, Capital Budgeting, Portfolio Management, Asset Management, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), History
RoundPoint Financial Group January 2013 - October 2014
25 Capital Partners/RoundPoint Financial Group July 2010 - June 2011
Hudson Pacific Capital Partners LLC August 2009 - July 2010
Banc of America Securities January 2002 - September 2008
Merrill Lynch 2000 - 2000
Skills
Data Analysis, Fixed Income Analysis, Financial Analysis, Financial Modeling, Bond Markets, Debt, Credit, Asset Managment, Valuation, Financial Reporting, Structured Finance, Asset-backed..., Residential Mortgages, Banking, Corporate Finance, Capital Budgeting, Portfolio Management, Asset Management, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), History
Jordan Rapoport's Banc of America Securities Experience June 2001 - August 2001
Job Relationship Manager at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group January 2015 - Present
JORDAN Caterers Design Event Planners October 2010 - February 2014
Lockwood Advisors, Inc. Pershing Managed Account Solutions October 2008 - October 2010
AXA Advisors September 2003 - October 2008
Abbey National Treasury Services February 2002 - August 2002
Banc of America Securities June 2001 - August 2001
Skills
Business to Business..., Business to Consumer..., Marketing, Investment Management, Strategic Financial..., Financial Markets, Food & Beverage, Catering, Financial Advisory, Alternative Investments, Retirement Planning, Estate Planning, Insurance, ETFs, Financial Planners, Separately Managed..., Series 7, Investments, Mutual Funds
Education
The University of Connecticut 1999 — 2003
Bachelor of Science (BS) Business administration, Finance
Clark Capital Management Group January 2015 - Present
JORDAN Caterers Design Event Planners October 2010 - February 2014
Lockwood Advisors, Inc. Pershing Managed Account Solutions October 2008 - October 2010
AXA Advisors September 2003 - October 2008
Abbey National Treasury Services February 2002 - August 2002
Banc of America Securities June 2001 - August 2001
Skills
Business to Business..., Business to Consumer..., Marketing, Investment Management, Strategic Financial..., Financial Markets, Food & Beverage, Catering, Financial Advisory, Alternative Investments, Retirement Planning, Estate Planning, Insurance, ETFs, Financial Planners, Separately Managed..., Series 7, Investments, Mutual Funds
Education
The University of Connecticut 1999 — 2003
Bachelor of Science (BS) Business administration, Finance
Erin Pais Erin Pais's Banc of America Securities Experience July 2008 - May 2009
Job VP; Municipal Securities Compliance
Industry Banking
Experience
Wells Fargo Securities September 2009 - Present
Bank of America May 2009 - September 2009
Banc of America Securities July 2008 - May 2009
Bank of America November 2003 - July 2008
Skills
Series 52 and 53..., Leadership, Analysis, Banking, Management, Investment Banking, Financial Analysis, Branding & Identity, Private Banking, Outstanding..., Business Continuity, Six Sigma, Team Leadership, Team Management, Vendor Relationships, Analytics, Microsoft Office, Relationship-builder..., Portfolio Management, Fixed Income, Financial Risk, Capital Markets, Risk Management, Financial Modeling, Financial Services
Education
University of North Carolina at Charlotte 1998 — 2002
BA, Sociology
Wells Fargo Securities September 2009 - Present
Bank of America May 2009 - September 2009
Banc of America Securities July 2008 - May 2009
Bank of America November 2003 - July 2008
Skills
Series 52 and 53..., Leadership, Analysis, Banking, Management, Investment Banking, Financial Analysis, Branding & Identity, Private Banking, Outstanding..., Business Continuity, Six Sigma, Team Leadership, Team Management, Vendor Relationships, Analytics, Microsoft Office, Relationship-builder..., Portfolio Management, Fixed Income, Financial Risk, Capital Markets, Risk Management, Financial Modeling, Financial Services
Education
University of North Carolina at Charlotte 1998 — 2002
BA, Sociology
Deepak Yavagal Deepak Yavagal's Banc of America Securities Experience January 2006 - May 2008
Job Software Development Manager at Amazon.com
Industry Information Technology and Services
Experience
Amazon.com December 2011 - Present
Amazon May 2008 - December 2011
Banc of America Securities January 2006 - May 2008
Caritor November 2002 - August 2003
Skills
Distributed Systems, Spring, JUnit, Lucene, Hibernate, Scalability, Web Services, Ant, Java, JMS, Java Enterprise Edition
Education
University of North Carolina at Charlotte 2003 — 2005
Master's degree, Information Technology
Visvesvaraya Technological University 1998 — 2002
BE, Computer Science
Amazon.com December 2011 - Present
Amazon May 2008 - December 2011
Banc of America Securities January 2006 - May 2008
Caritor November 2002 - August 2003
Skills
Distributed Systems, Spring, JUnit, Lucene, Hibernate, Scalability, Web Services, Ant, Java, JMS, Java Enterprise Edition
Education
University of North Carolina at Charlotte 2003 — 2005
Master's degree, Information Technology
Visvesvaraya Technological University 1998 — 2002
BE, Computer Science
Todd Gross Todd Gross's Banc of America Securities Experience March 2007 - July 2008
Job Portfolio Manager at Powell Investment Advisors
Industry Financial Services
Experience
Powell Investment Advisors November 2011 - Present
Trivest Partners September 2008 - November 2011
Banc of America Securities March 2007 - July 2008
KPMG January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Investment Banking, Financial Reporting, Hedge Funds, Venture Capital, Finance, SEC filings, Accounting, Asset Management, Alternative Investments, Restructuring, Portfolio Management, GAAP
Education
University of Florida 2001 — 2005
Master's degree, Accounting
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Accounting
Powell Investment Advisors November 2011 - Present
Trivest Partners September 2008 - November 2011
Banc of America Securities March 2007 - July 2008
KPMG January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Investment Banking, Financial Reporting, Hedge Funds, Venture Capital, Finance, SEC filings, Accounting, Asset Management, Alternative Investments, Restructuring, Portfolio Management, GAAP
Education
University of Florida 2001 — 2005
Master's degree, Accounting
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Accounting
Ted Tabasso Ted Tabasso's Banc of America Securities Experience October 1999 - February 2002
Job ICG at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2012 - Present
Deutsche Bank February 2009 - April 2012
Deutsche Bank June 2004 - February 2009
Deutsche Bank July 2003 - June 2004
Morgan Stanley February 2002 - July 2003
Banc of America Securities October 1999 - February 2002
Bear Stearns & Co. January 1993 - October 1999
Skills
Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Equity Research, Alternative Investments, Investment Strategies, Equity Derivatives, Basel II, Securities, IT Strategy, Valuation, Capital, Mutual Funds, Investments, Trading, Emerging Markets, Prime Brokerage
Education
University of San Diego
Master's degree, International Business
University of Delaware
Bachelor of Science, Finance
Deutsche Bank April 2012 - Present
Deutsche Bank February 2009 - April 2012
Deutsche Bank June 2004 - February 2009
Deutsche Bank July 2003 - June 2004
Morgan Stanley February 2002 - July 2003
Banc of America Securities October 1999 - February 2002
Bear Stearns & Co. January 1993 - October 1999
Skills
Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Equity Research, Alternative Investments, Investment Strategies, Equity Derivatives, Basel II, Securities, IT Strategy, Valuation, Capital, Mutual Funds, Investments, Trading, Emerging Markets, Prime Brokerage
Education
University of San Diego
Master's degree, International Business
University of Delaware
Bachelor of Science, Finance
Chaz Felix Chaz Felix's Banc of America Securities Experience February 1997 - July 1999
Job COO/Founder at Bronto Software, Inc.
Industry Internet
Experience
Bronto Software, Inc. April 2002 - Present
Red Hat July 2001 - March 2002
Banc of America Securities February 1997 - July 1999
Economic Analysis Group January 1995 - February 1997
Skills
SaaS, Email Marketing, Cloud Computing, Entrepreneurship, Online Marketing, E-commerce, Salesforce.com, Start-ups, Strategic Partnerships, Marketing, Mobile Devices, Lead Generation, Web Analytics, SEM, Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Entrepreneurship
University of Virginia 1990 — 1994
BS, Commerce
Bronto Software, Inc. April 2002 - Present
Red Hat July 2001 - March 2002
Banc of America Securities February 1997 - July 1999
Economic Analysis Group January 1995 - February 1997
Skills
SaaS, Email Marketing, Cloud Computing, Entrepreneurship, Online Marketing, E-commerce, Salesforce.com, Start-ups, Strategic Partnerships, Marketing, Mobile Devices, Lead Generation, Web Analytics, SEM, Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Entrepreneurship
University of Virginia 1990 — 1994
BS, Commerce
Brian Sefton's Banc of America Securities Experience May 2006 - August 2006
Job Vice President at Yukon Partners
Industry Venture Capital & Private Equity
Experience
Yukon Partners January 2015 - Present
Yukon Partners June 2013 - December 2014
Yukon Partners August 2010 - June 2013
Yukon Partners September 2008 - August 2010
Huron Consulting Group August 2007 - September 2008
Banc of America Securities May 2006 - August 2006
Lazard June 2005 - August 2005
Skills
Mergers, Due Diligence, LBO, Negotiation, Financial Reporting, Mergers & Acquisitions, Private Equity, Investments, Valuation, Financial Analysis, Equities, Business Valuation, Financial Modeling, Corporate Development, Venture Capital, Equity Research, Corporate Finance
Education
University of Notre Dame 2003 — 2007
Bachelor of Arts (BA), Finance, General
Yukon Partners January 2015 - Present
Yukon Partners June 2013 - December 2014
Yukon Partners August 2010 - June 2013
Yukon Partners September 2008 - August 2010
Huron Consulting Group August 2007 - September 2008
Banc of America Securities May 2006 - August 2006
Lazard June 2005 - August 2005
Skills
Mergers, Due Diligence, LBO, Negotiation, Financial Reporting, Mergers & Acquisitions, Private Equity, Investments, Valuation, Financial Analysis, Equities, Business Valuation, Financial Modeling, Corporate Development, Venture Capital, Equity Research, Corporate Finance
Education
University of Notre Dame 2003 — 2007
Bachelor of Arts (BA), Finance, General
Timothy Sheehan's Banc of America Securities Experience 1993 - 1995
Job SVP at BPV Capital Management
Industry Investment Management
Experience
BPV Capital Management April 2015 - Present
Cain Brothers Asset Management January 2014 - March 2015
Cain Brothers September 1998 - March 2015
Cain Brothers Asset Management 2009 - December 2013
Ziegler 1995 - 1998
Banc of America Securities 1993 - 1995
Continental Bank 1985 - 1993
Skills
Asset Management, Investments, Investment Strategies, Equities, Fixed Income, Alternative Investments, Investment Banking, Financial Structuring, Capital Markets, Due Diligence, Financial Modeling, Hedge Funds, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1980
MS, Agricultural Economics
University of Kentucky 1975 — 1979
BS, Agricultural Economics
BPV Capital Management April 2015 - Present
Cain Brothers Asset Management January 2014 - March 2015
Cain Brothers September 1998 - March 2015
Cain Brothers Asset Management 2009 - December 2013
Ziegler 1995 - 1998
Banc of America Securities 1993 - 1995
Continental Bank 1985 - 1993
Skills
Asset Management, Investments, Investment Strategies, Equities, Fixed Income, Alternative Investments, Investment Banking, Financial Structuring, Capital Markets, Due Diligence, Financial Modeling, Hedge Funds, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1980
MS, Agricultural Economics
University of Kentucky 1975 — 1979
BS, Agricultural Economics
Bob Curley's Banc of America Securities Experience 1994 - 1997
Job Head of Software/Internet Corp Fin, Silicon Valley Bank
Industry Capital Markets
Experience
Silicon Valley Bank October 2011 - Present
MMV Financial May 2010 - September 2011
Pinnacle Ventures 2002 - May 2010
Credit Suisse First Boston July 1998 - November 2002
Credit Suisse 1997 - 2002
Deustche Morgan Grenfell Technology Group 1997 - 1998
Bank of America May 1994 - November 1997
Banc of America Securities 1994 - 1997
Continental Bank 1980 - 1994
Continental Illinois Bank 1980 - 1994
Skills
Capital Markets, Mergers, Finance, LBO, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Risk Management, Start-ups, Equities, Entrepreneurship, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Strategy, Financial Structuring, Management, Corporate Development
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Silicon Valley Bank October 2011 - Present
MMV Financial May 2010 - September 2011
Pinnacle Ventures 2002 - May 2010
Credit Suisse First Boston July 1998 - November 2002
Credit Suisse 1997 - 2002
Deustche Morgan Grenfell Technology Group 1997 - 1998
Bank of America May 1994 - November 1997
Banc of America Securities 1994 - 1997
Continental Bank 1980 - 1994
Continental Illinois Bank 1980 - 1994
Skills
Capital Markets, Mergers, Finance, LBO, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Risk Management, Start-ups, Equities, Entrepreneurship, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Strategy, Financial Structuring, Management, Corporate Development
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Scott Tonnesen's Banc of America Securities Experience January 2000 - January 2002
Job Director Land Acquisition at Crown Castle International
Industry Telecommunications
Experience
Crown Castle International January 2007 - Present
Global Signal January 2006 - January 2007
Global Signal January 2005 - January 2006
Hyde Park Capital Partners, LLC January 2002 - January 2005
Banc of America Securities January 2000 - January 2002
Skills
Mergers, Financial Modeling, Real Estate, Valuation, Site Acquisition, Strategy, Mergers & Acquisitions, Private Equity, Corporate Finance, Contract Negotiation, Real Estate Transactions, Management, Negotiation, Venture Capital, Portfolio Management
Education
University of Florida 1996 — 1999
Bachelor of Science, Finance
Crown Castle International January 2007 - Present
Global Signal January 2006 - January 2007
Global Signal January 2005 - January 2006
Hyde Park Capital Partners, LLC January 2002 - January 2005
Banc of America Securities January 2000 - January 2002
Skills
Mergers, Financial Modeling, Real Estate, Valuation, Site Acquisition, Strategy, Mergers & Acquisitions, Private Equity, Corporate Finance, Contract Negotiation, Real Estate Transactions, Management, Negotiation, Venture Capital, Portfolio Management
Education
University of Florida 1996 — 1999
Bachelor of Science, Finance
Adam Chalmers, CFA Adam Chalmers, CFA's Banc of America Securities Experience 1997 - 2002
Job Vice President at Antares Capital
Industry Banking
Experience
Antares Capital 2015 - Present
GE Antares Capital 2011 - 2015
M&I Marshall & Ilsley Bank 2010 - 2011
Madison Capital Funding 2004 - 2009
Banc One Capital Markets 2002 - 2004
Banc of America Securities 1997 - 2002
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Finance
Antares Capital 2015 - Present
GE Antares Capital 2011 - 2015
M&I Marshall & Ilsley Bank 2010 - 2011
Madison Capital Funding 2004 - 2009
Banc One Capital Markets 2002 - 2004
Banc of America Securities 1997 - 2002
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Finance
Keith Lewis Keith Lewis's Banc of America Securities Experience 1999 - 2002
Job Managing Member at KALX, LLC
Industry Financial Services
Experience
New York University September 2008 - Present
KALX, LLC June 2002 - Present
Cornell University September 2012 - December 2012
Rutgers University January 2011 - May 2011
PNB Paribas 2008 - 2009
PNB Paribas 2008 - 2009
Microsoft 2006 - 2007
Columbia Business School 2003 - 2003
Banc of America Securities 1999 - 2002
Morgan Stanley 1996 - 1999
Skills
Derivatives, Financial Modeling, Quantitative Finance, Excel, VBA, Monte Carlo Simulation, R, Statistics, Risk Management, SAS, C++, Quantitative Analytics, Statistical Modeling, Matlab, Data Analysis, Data Mining, Trading Systems, SQL, Equities, Valuation, Microsoft Excel, Equity Derivatives, Hedge Funds
Education
University of Hawaii at Manoa 1981 — 1988
MA, PhD, Mathematics
New York University September 2008 - Present
KALX, LLC June 2002 - Present
Cornell University September 2012 - December 2012
Rutgers University January 2011 - May 2011
PNB Paribas 2008 - 2009
PNB Paribas 2008 - 2009
Microsoft 2006 - 2007
Columbia Business School 2003 - 2003
Banc of America Securities 1999 - 2002
Morgan Stanley 1996 - 1999
Skills
Derivatives, Financial Modeling, Quantitative Finance, Excel, VBA, Monte Carlo Simulation, R, Statistics, Risk Management, SAS, C++, Quantitative Analytics, Statistical Modeling, Matlab, Data Analysis, Data Mining, Trading Systems, SQL, Equities, Valuation, Microsoft Excel, Equity Derivatives, Hedge Funds
Education
University of Hawaii at Manoa 1981 — 1988
MA, PhD, Mathematics
Jonathan Schlossberg Jonathan Schlossberg's Banc of America Securities Experience September 2005 - December 2008
Job COO/CIO at Equitec Group
Industry Capital Markets
Experience
Flammarion Asset Management, LLC April 2015 - Present
Equitec Group 2012 - Present
Monk Castle Trading LLC September 2011 - Present
FTEN April 2010 - August 2011
Lime Brokerage LLC December 2008 - April 2010
Banc of America Securities September 2005 - December 2008
International Securities Exchange June 2001 - September 2005
Datek February 2000 - April 2001
GBI Capital January 1999 - January 2000
Skills
Options, Electronic Trading, Business Analysis, Equities, Equity Trading, Trading, Business Strategy, Financial Markets, Fixed Income, Derivatives, Hedge Funds, Investments, Equity Derivatives, Trading Strategies, Risk Management, Capital Markets, Trading Systems, Product Management, Market Data, Market Microstructure, Securities, Portfolio Management, Bloomberg, Financial Services, Alternative Investments, FX Options, Asset Management, Financial Modeling, Series 7, Market Making, Low Latency, Back Office, Hedging, FX trading, Commodity, Technical Analysis, ETFs, Foreign Exchange, Quantitative Finance, Trading System, Prime Brokerage, Proprietary Trading, Interest Rate...
Education
University of Delaware 1993 — 1997
Flammarion Asset Management, LLC April 2015 - Present
Equitec Group 2012 - Present
Monk Castle Trading LLC September 2011 - Present
FTEN April 2010 - August 2011
Lime Brokerage LLC December 2008 - April 2010
Banc of America Securities September 2005 - December 2008
International Securities Exchange June 2001 - September 2005
Datek February 2000 - April 2001
GBI Capital January 1999 - January 2000
Skills
Options, Electronic Trading, Business Analysis, Equities, Equity Trading, Trading, Business Strategy, Financial Markets, Fixed Income, Derivatives, Hedge Funds, Investments, Equity Derivatives, Trading Strategies, Risk Management, Capital Markets, Trading Systems, Product Management, Market Data, Market Microstructure, Securities, Portfolio Management, Bloomberg, Financial Services, Alternative Investments, FX Options, Asset Management, Financial Modeling, Series 7, Market Making, Low Latency, Back Office, Hedging, FX trading, Commodity, Technical Analysis, ETFs, Foreign Exchange, Quantitative Finance, Trading System, Prime Brokerage, Proprietary Trading, Interest Rate...
Education
University of Delaware 1993 — 1997
Bascome Majors's Banc of America Securities Experience June 2007 - February 2008
Job Equity Research Analyst Industrials at Susquehanna International Group
Industry Capital Markets
Experience
Susquehanna International Group July 2010 - Present
Citi March 2008 - July 2010
Banc of America Securities June 2007 - February 2008
Ernst & Young August 2004 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MS
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BS
The Baylor School
Susquehanna International Group July 2010 - Present
Citi March 2008 - July 2010
Banc of America Securities June 2007 - February 2008
Ernst & Young August 2004 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MS
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BS
The Baylor School
Peter Jirak (peter.jirak@gmail.com)'s Banc of America Securities Experience April 2009 - October 2012
Job Senior Software Developer at BuzzFeed
Industry Computer Software
Experience
BuzzFeed April 2014 - Present
CenturyLink May 2013 - December 2014
Velocity Technology Solutions October 2012 - February 2013
Banc of America Securities April 2009 - October 2012
Goldman Sachs January 2008 - November 2008
DoubleClick -- Performics June 2007 - January 2008
Holmes Corporation October 2006 - June 2007
Shavlik Technologies, Inc. April 2005 - October 2006
Digital River December 2003 - April 2005
Sun Microsystems August 2002 - December 2003
Skills
Design Patterns, SQL, Apache, Testing, Leadership, Analysis, Quality Assurance, Software Development, jQuery, Web Services, Linux, Perl, C++, Oracle, Web Applications, Integration, Databases, Windows, XML, Cloud Computing, Training, CSS, Business Process, ERP, JavaScript, Programming, Java, Business Analysis, Management, Technical Writing, DB2, Test Driven Development, Agile Methodologies, Data Analysis, Network Administration, Project Management, Networking, Python, Unix, SDLC, SaaS, AJAX, Object Oriented Design, System Administration, Software Documentation, Software Project..., Solaris, E-commerce, Test Automation, C
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelors of Science, Computer Science, Mathematics
North High
BuzzFeed April 2014 - Present
CenturyLink May 2013 - December 2014
Velocity Technology Solutions October 2012 - February 2013
Banc of America Securities April 2009 - October 2012
Goldman Sachs January 2008 - November 2008
DoubleClick -- Performics June 2007 - January 2008
Holmes Corporation October 2006 - June 2007
Shavlik Technologies, Inc. April 2005 - October 2006
Digital River December 2003 - April 2005
Sun Microsystems August 2002 - December 2003
Skills
Design Patterns, SQL, Apache, Testing, Leadership, Analysis, Quality Assurance, Software Development, jQuery, Web Services, Linux, Perl, C++, Oracle, Web Applications, Integration, Databases, Windows, XML, Cloud Computing, Training, CSS, Business Process, ERP, JavaScript, Programming, Java, Business Analysis, Management, Technical Writing, DB2, Test Driven Development, Agile Methodologies, Data Analysis, Network Administration, Project Management, Networking, Python, Unix, SDLC, SaaS, AJAX, Object Oriented Design, System Administration, Software Documentation, Software Project..., Solaris, E-commerce, Test Automation, C
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelors of Science, Computer Science, Mathematics
North High
Deidre Hicks's Banc of America Securities Experience 1998 - 2007
Job COO Global Finance & Investment Banking
Industry Capital Markets
Experience
Societe Generale October 2007 - Present
Bank of America April 1998 - October 2007
Banc of America Securities 1998 - 2007
BEAR, STEARNS & CO., INC August 1997 - April 1998
Skills
Investment Banking, Middle Office, Capital Markets, Equity Derivatives, Fixed Income, Derivatives, Banking, Equities, Equity Capital Markets, Financial Risk
Education
University of Florida 1985 — 1989
BS
Societe Generale October 2007 - Present
Bank of America April 1998 - October 2007
Banc of America Securities 1998 - 2007
BEAR, STEARNS & CO., INC August 1997 - April 1998
Skills
Investment Banking, Middle Office, Capital Markets, Equity Derivatives, Fixed Income, Derivatives, Banking, Equities, Equity Capital Markets, Financial Risk
Education
University of Florida 1985 — 1989
BS
Edward Wood's Banc of America Securities Experience July 2005 - January 2010
Job
Industry Capital Markets
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch February 2010 - January 2014
Banc of America Securities July 2005 - January 2010
Chicago Board of Trade July 2002 - July 2005
Enron December 1997 - August 2000
PAE Consulting Engineers July 1996 - December 1997
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance
Vanderbilt University 1992 — 1996
BE, Mechanical Engineering
Merrill Lynch February 2014 - Present
Merrill Lynch February 2010 - January 2014
Banc of America Securities July 2005 - January 2010
Chicago Board of Trade July 2002 - July 2005
Enron December 1997 - August 2000
PAE Consulting Engineers July 1996 - December 1997
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance
Vanderbilt University 1992 — 1996
BE, Mechanical Engineering
William Nichols's Banc of America Securities Experience March 2000 - January 2003
Job
Industry Insurance
Experience
AmWINS Group July 2007 - Present
D&B February 2006 - July 2007
D&B January 2003 - February 2006
Banc of America Securities March 2000 - January 2003
Skills
Brokers, Analysis, Business Development, Underwriting, Insurance, Leadership, Property & Casualty..., Commercial Insurance, Management, Risk Management, New Business Development, Analytics
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (BA)
AmWINS Group July 2007 - Present
D&B February 2006 - July 2007
D&B January 2003 - February 2006
Banc of America Securities March 2000 - January 2003
Skills
Brokers, Analysis, Business Development, Underwriting, Insurance, Leadership, Property & Casualty..., Commercial Insurance, Management, Risk Management, New Business Development, Analytics
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (BA)
Derek Dobecki, CFA, CFP®'s Banc of America Securities Experience August 1997 - February 2002
Job Managing Director at SCS Financial
Industry Financial Services
Experience
Fidelity Investments June 2005 - March 2006
Ironwood Capital Management June 2002 - May 2005
Banc of America Securities August 1997 - February 2002
Arthur Andersen 1991 - 1995
Skills
Investments, Market Research, Asset Allocation, Equities, Strategic Planning, Strategy, Risk Management, Estate Planning, Portfolio Management, Finance, Management, Mergers & Acquisitions, High Net Worth..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Notre Dame 1987 — 1991
BBA
Duxbury High school 1983 — 1987
Fidelity Investments June 2005 - March 2006
Ironwood Capital Management June 2002 - May 2005
Banc of America Securities August 1997 - February 2002
Arthur Andersen 1991 - 1995
Skills
Investments, Market Research, Asset Allocation, Equities, Strategic Planning, Strategy, Risk Management, Estate Planning, Portfolio Management, Finance, Management, Mergers & Acquisitions, High Net Worth..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Notre Dame 1987 — 1991
BBA
Duxbury High school 1983 — 1987
Tushar Patel's Banc of America Securities Experience July 2006 - November 2007
Job Engineer Lead (Low Latency Linux/UNIX Systems Administrator)
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
Kirk Lawton's Banc of America Securities Experience 1998 - 2004
Job President at KWJ Inc
Industry Food & Beverages
Experience
KWJ Inc January 2010 - Present
ThinkEquity LLC 2006 - Present
ThinkEquity Partners 2003 - Present
Silicon Valley Bank July 2003 - September 2005
banc of america securities 1998 - 2004
Banc of America Securites 1998 - 2004
Education
University of North Carolina at Greensboro
KWJ Inc January 2010 - Present
ThinkEquity LLC 2006 - Present
ThinkEquity Partners 2003 - Present
Silicon Valley Bank July 2003 - September 2005
banc of america securities 1998 - 2004
Banc of America Securites 1998 - 2004
Education
University of North Carolina at Greensboro
Hunter Ziesing's Banc of America Securities Experience February 1986 - December 2002
Job Director, Retail Partnerships
Industry Financial Services
Experience
Hammer Nutrition September 2015 - Present
Charity of Choice September 2011 - Present
Charity of Choice Foundation January 2004 - Present
Echelon Gran Fondo September 2009 - November 2012
Echelon Gran Fondo January 2009 - January 2012
Avondale Funds/Conquest Capital 2002 - January 2008
Banc of America Securities February 1986 - December 2002
Montgomery Securities 1986 - 2002
Skills
Fitness, Fundraising, Hedge Funds, Non-profits, Social Media, Mutual Funds, CRM, Entrepreneurship, Start-ups, Alternative Investments, Equities, Private Equity, Investment Banking, Portfolio Management, Asset Management, Fixed Income, Marketing, Valuation, Series 7, Social Media Marketing, Capital Markets, Venture Capital, Sales, Charities, Prime Brokerage, Nonprofits, Mergers & Acquisitions, Private Placements, Corporate Development, Finance
Education
University of Denver 1980 — 1984
BSBA Finance
University of Denver - Daniels College of Business 1978 — 1982
BSBA
Hammer Nutrition September 2015 - Present
Charity of Choice September 2011 - Present
Charity of Choice Foundation January 2004 - Present
Echelon Gran Fondo September 2009 - November 2012
Echelon Gran Fondo January 2009 - January 2012
Avondale Funds/Conquest Capital 2002 - January 2008
Banc of America Securities February 1986 - December 2002
Montgomery Securities 1986 - 2002
Skills
Fitness, Fundraising, Hedge Funds, Non-profits, Social Media, Mutual Funds, CRM, Entrepreneurship, Start-ups, Alternative Investments, Equities, Private Equity, Investment Banking, Portfolio Management, Asset Management, Fixed Income, Marketing, Valuation, Series 7, Social Media Marketing, Capital Markets, Venture Capital, Sales, Charities, Prime Brokerage, Nonprofits, Mergers & Acquisitions, Private Placements, Corporate Development, Finance
Education
University of Denver 1980 — 1984
BSBA Finance
University of Denver - Daniels College of Business 1978 — 1982
BSBA
Brett Estwanik's Banc of America Securities Experience June 2003 - July 2005
Job Director at Old Ironsides Energy
Industry Venture Capital & Private Equity
Experience
Old Ironsides Energy August 2013 - Present
Liberty Energy Holdings July 2009 - August 2013
North Castle Partners May 2008 - July 2008
First Reserve Corporation August 2005 - June 2007
Banc of America Securities June 2003 - July 2005
Deutsche Bank May 2002 - August 2002
Skills
Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Business Administration; Information Systems, Natural Sciences
Old Ironsides Energy August 2013 - Present
Liberty Energy Holdings July 2009 - August 2013
North Castle Partners May 2008 - July 2008
First Reserve Corporation August 2005 - June 2007
Banc of America Securities June 2003 - July 2005
Deutsche Bank May 2002 - August 2002
Skills
Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Business Administration; Information Systems, Natural Sciences
Anush Laxpati's Banc of America Securities Experience June 2006 - June 2008
Job Executive Director, Finance & Strategy at Pop
Industry Entertainment
Experience
Pop Media Group September 2013 - Present
The Topps Company March 2010 - June 2013
Pivot Nonprofit Consulting August 2008 - March 2010
Banc of America Securities June 2006 - June 2008
Skills
Financial Analysis, Management, Mergers & Acquisitions, Strategy, Licensing, Forecasting, Finance, Sports, Entertainment, Business Development, Due Diligence, Leadership, Valuation, Sports Marketing, Oracle E-Business Suite, Variance Analysis, Strategic Partnerships, Strategic Planning, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (BS), Finance with High Honors
University of New South Wales 2005 — 2005
Sydney, Australia
Pop Media Group September 2013 - Present
The Topps Company March 2010 - June 2013
Pivot Nonprofit Consulting August 2008 - March 2010
Banc of America Securities June 2006 - June 2008
Skills
Financial Analysis, Management, Mergers & Acquisitions, Strategy, Licensing, Forecasting, Finance, Sports, Entertainment, Business Development, Due Diligence, Leadership, Valuation, Sports Marketing, Oracle E-Business Suite, Variance Analysis, Strategic Partnerships, Strategic Planning, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (BS), Finance with High Honors
University of New South Wales 2005 — 2005
Sydney, Australia
Tom Trail's Banc of America Securities Experience March 2000 - November 2007
Job Director Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2010 - Present
William Blair and Company June 2008 - May 2010
Banc of America Securities March 2000 - November 2007
Bank of America January 1997 - February 2000
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Economics
Loyola Academy 1983 — 1987
Wells Fargo April 2010 - Present
William Blair and Company June 2008 - May 2010
Banc of America Securities March 2000 - November 2007
Bank of America January 1997 - February 2000
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Economics
Loyola Academy 1983 — 1987
Will Challas's Banc of America Securities Experience 2001 - 2010
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2010 - Present
Bank of America August 2001 - 2010
Banc of America Securities 2001 - 2010
Banc of America Securites LLC 2001 - 2010
American Airlines 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance and Real Estate
Vanderbilt University 1992 — 1996
Los Altos High School 1988 — 1992
SunTrust Robinson Humphrey July 2010 - Present
Bank of America August 2001 - 2010
Banc of America Securities 2001 - 2010
Banc of America Securites LLC 2001 - 2010
American Airlines 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance and Real Estate
Vanderbilt University 1992 — 1996
Los Altos High School 1988 — 1992
Lauren Welter's Banc of America Securities Experience June 2005 - July 2007
Job Primary Care Mental Health Integration at Veterans Administation
Industry Mental Health Care
Experience
Iowa City Veterans Affairs Healthcare System July 2015 - Present
The University of Iowa August 2009 - July 2015
Generando: Generating Young Women for Equity January 2010 - August 2012
University of Iowa May 2008 - August 2009
1st Financial Bank USA August 2007 - May 2008
Banc of America Securities June 2005 - July 2007
C.J. Harris & Company September 2004 - April 2005
Skills
Corporate Development, Investment Banking, Finance, Data Analysis, Financial Modeling, Research, Valuation, Nonprofits, Public Speaking, Financial Analysis, Editing, Microsoft Office
Education
University of Iowa 2009 — 2015
PhD, Counseling Psychology
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business Administration; Finance
Iowa City Veterans Affairs Healthcare System July 2015 - Present
The University of Iowa August 2009 - July 2015
Generando: Generating Young Women for Equity January 2010 - August 2012
University of Iowa May 2008 - August 2009
1st Financial Bank USA August 2007 - May 2008
Banc of America Securities June 2005 - July 2007
C.J. Harris & Company September 2004 - April 2005
Skills
Corporate Development, Investment Banking, Finance, Data Analysis, Financial Modeling, Research, Valuation, Nonprofits, Public Speaking, Financial Analysis, Editing, Microsoft Office
Education
University of Iowa 2009 — 2015
PhD, Counseling Psychology
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business Administration; Finance
Chris Wood's Banc of America Securities Experience November 1995 - October 2006
Job Managing Director SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey October 2006 - Present
Banc of America Securities November 1995 - October 2006
VestcorPartners 1992 - 1995
Skills
Corporate Finance
Education
University of Miami - School of Business 1992 — 1993
MBA, International Business and Finance
University of Rochester 1985 — 1989
Loomis Chaffee 1982 — 1985
SunTrust Robinson Humphrey October 2006 - Present
Banc of America Securities November 1995 - October 2006
VestcorPartners 1992 - 1995
Skills
Corporate Finance
Education
University of Miami - School of Business 1992 — 1993
MBA, International Business and Finance
University of Rochester 1985 — 1989
Loomis Chaffee 1982 — 1985
Chris Cronk's Banc of America Securities Experience 1998 - 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2008 - Present
Banc of America Securities 1998 - 2008
Nationsbank 1994 - 1998
Skills
Structured Finance, Securitization, Capital Markets, ABS
Education
University of Notre Dame 1989 — 1993
Bank of America Merrill Lynch 2008 - Present
Banc of America Securities 1998 - 2008
Nationsbank 1994 - 1998
Skills
Structured Finance, Securitization, Capital Markets, ABS
Education
University of Notre Dame 1989 — 1993
Katherine Bouldin's Banc of America Securities Experience June 2008 - April 2009
Job
Industry Accounting
Experience
Deloitte Tax, LLP August 2014 - Present
Deloitte Tax, LLP January 2012 - August 2014
Deloitte Tax, LLP October 2010 - January 2012
Banc of America Securities June 2008 - April 2009
Franklin Street Partners May 2007 - August 2007
Skills
High Net Worth..., Series 7, Tax Accounting, CPA, Financial Modeling, Income Tax, Equity Research, Corporate Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science (B.S.)
Deloitte Tax, LLP August 2014 - Present
Deloitte Tax, LLP January 2012 - August 2014
Deloitte Tax, LLP October 2010 - January 2012
Banc of America Securities June 2008 - April 2009
Franklin Street Partners May 2007 - August 2007
Skills
High Net Worth..., Series 7, Tax Accounting, CPA, Financial Modeling, Income Tax, Equity Research, Corporate Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science (B.S.)
Craig Gilbert's Banc of America Securities Experience June 2000 - July 2004
Job Investment Analyst at Linden Advisors
Industry Investment Management
Experience
Linden Advisors July 2004 - Present
Jaya Holdings Limited 2011 - 2013
Banc of America Securities June 2000 - July 2004
Education
University of Illinois 1996 — 2000
Linden Advisors July 2004 - Present
Jaya Holdings Limited 2011 - 2013
Banc of America Securities June 2000 - July 2004
Education
University of Illinois 1996 — 2000
Clayton Pfannenstiel, CFA's Banc of America Securities Experience June 2008 - August 2008
Job Associate Research Analyst
Industry Financial Services
Experience
Sirios Capital Management November 2012 - Present
Credit Suisse October 2011 - October 2012
BofA Merrill Lynch July 2009 - September 2011
Banc of America Securities June 2008 - August 2008
School for International Training August 2007 - December 2007
Skills
Equity Research, Financial Modeling, Valuation, Economics, Research, Factset, Bloomberg, Equities, Equity Valuation, Hedge Funds
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics, Arabic
Sirios Capital Management November 2012 - Present
Credit Suisse October 2011 - October 2012
BofA Merrill Lynch July 2009 - September 2011
Banc of America Securities June 2008 - August 2008
School for International Training August 2007 - December 2007
Skills
Equity Research, Financial Modeling, Valuation, Economics, Research, Factset, Bloomberg, Equities, Equity Valuation, Hedge Funds
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics, Arabic
Adam Weingarten's Banc of America Securities Experience 2005 - 2006
Job Analyst at Contrarian Capital Management
Industry Research
Experience
Contrarian Capital Management June 2015 - Present
Loeb King Capital Management April 2011 - January 2015
Chapdelaine Credit Partners July 2010 - March 2011
Highstar Capital August 2006 - September 2009
Banc of America Securities 2005 - 2006
Credit Suisse First Boston 2004 - 2004
Skills
Financial Analysis, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investments, Corporate Finance, Alternative Investments, Bloomberg, Mergers & Acquisitions
Education
University of Michigan 2001 — 2005
BBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Accounting and Finance and Economics
Ferndale High School 1997 — 2001
Contrarian Capital Management June 2015 - Present
Loeb King Capital Management April 2011 - January 2015
Chapdelaine Credit Partners July 2010 - March 2011
Highstar Capital August 2006 - September 2009
Banc of America Securities 2005 - 2006
Credit Suisse First Boston 2004 - 2004
Skills
Financial Analysis, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investments, Corporate Finance, Alternative Investments, Bloomberg, Mergers & Acquisitions
Education
University of Michigan 2001 — 2005
BBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Accounting and Finance and Economics
Ferndale High School 1997 — 2001
Joseph Spak's Banc of America Securities Experience May 2006 - March 2008
Job Director at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets March 2008 - Present
Banc of America Securities May 2006 - March 2008
Nasdaq Stock Market 2001 - 2004
Citi September 1999 - July 2001
Skills
Equity Research, Financial Analysis, Financial Modeling, Automotive, Investments, Investment Banking, CFA, Bloomberg, Chartered Financial..., Analysis, Portfolio Management, Corporate Finance
Education
University of Michigan 1995 — 1999
BBA, Finance
Yale University - Yale School of Management 2004 — 2006
MBA, Finance and Investment Management
RBC Capital Markets March 2008 - Present
Banc of America Securities May 2006 - March 2008
Nasdaq Stock Market 2001 - 2004
Citi September 1999 - July 2001
Skills
Equity Research, Financial Analysis, Financial Modeling, Automotive, Investments, Investment Banking, CFA, Bloomberg, Chartered Financial..., Analysis, Portfolio Management, Corporate Finance
Education
University of Michigan 1995 — 1999
BBA, Finance
Yale University - Yale School of Management 2004 — 2006
MBA, Finance and Investment Management
Tiffany Shelton's Banc of America Securities Experience November 2004 - July 2007
Job Sales Representative/Account Executive
Industry Wine and Spirits
Experience
Glazer's Distributors November 2009 - Present
Staples, Inc May 2009 - November 2009
Don McDonald & Sons August 2007 - July 2008
Banc of America Securities November 2004 - July 2007
ESI Properties November 2003 - October 2004
Lincoln Property Company August 2002 - October 2003
Education
University of Houston
University of Houston
Bachelor of Arts Degree, Communications; Public Relations
Glazer's Distributors November 2009 - Present
Staples, Inc May 2009 - November 2009
Don McDonald & Sons August 2007 - July 2008
Banc of America Securities November 2004 - July 2007
ESI Properties November 2003 - October 2004
Lincoln Property Company August 2002 - October 2003
Education
University of Houston
University of Houston
Bachelor of Arts Degree, Communications; Public Relations
Sam Bieker's Banc of America Securities Experience June 2005 - October 2008
Job CoHead of Sales at iMatchative Inc.
Industry Financial Services
Experience
iMatchative Inc. March 2015 - Present
IMATCHATIVE INC. August 2014 - Present
BNP Paribas February 2011 - July 2012
BNP Paribas October 2008 - February 2011
Banc of America Securities June 2005 - October 2008
Skills
Prime Brokerage, Product Development, Fixed Income, Equities, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Portfolio Management, Securities, Alternative Investments, Trading, Asset Managment, Financial Modeling, Valuation, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
University of Washington 1993 — 1997
BA, Economics
iMatchative Inc. March 2015 - Present
IMATCHATIVE INC. August 2014 - Present
BNP Paribas February 2011 - July 2012
BNP Paribas October 2008 - February 2011
Banc of America Securities June 2005 - October 2008
Skills
Prime Brokerage, Product Development, Fixed Income, Equities, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Portfolio Management, Securities, Alternative Investments, Trading, Asset Managment, Financial Modeling, Valuation, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
University of Washington 1993 — 1997
BA, Economics
Angela Fekrat's Banc of America Securities Experience November 2004 - September 2008
Job Director, Capital Introduction at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas October 2008 - Present
Banc of America Securities November 2004 - September 2008
Deloitte 2002 - 2004
Arthur Andersen 1997 - 2002
Education
University of Iowa 1993 — 1997
BNP Paribas October 2008 - Present
Banc of America Securities November 2004 - September 2008
Deloitte 2002 - 2004
Arthur Andersen 1997 - 2002
Education
University of Iowa 1993 — 1997
Rich Highfield's Banc of America Securities Experience November 1996 - October 2009
Job Senior Vice President at Starwood Mortgage Capital
Industry Real Estate
Experience
Starwood Mortgage Capital May 2011 - Present
BlackRock Solutions June 2010 - May 2011
David L. Bonuccelli & Associates, Inc. October 2009 - June 2010
Banc of America Securities November 1996 - October 2009
Shiplett-Wilkins & Associates June 1995 - November 1996
Skills
Asset Managment, Real Estate Economics, Due Diligence, CMBS, Valuation, Capital Markets, Disposition, Commercial Real Estate, Loans, Asset Management, Brokerage, Real Estate Financing, Investments, Portfolio Management, Financial Structuring, Underwriting, Commercial Lending, Loan Origination, Structured Finance, Commercial Mortgages, Mortgage Lending, Real Estate Development, Financial Modeling, Real Estate
Education
University of Florida - Warrington College of Business Administration 1991 — 1994
BS, Finance
Starwood Mortgage Capital May 2011 - Present
BlackRock Solutions June 2010 - May 2011
David L. Bonuccelli & Associates, Inc. October 2009 - June 2010
Banc of America Securities November 1996 - October 2009
Shiplett-Wilkins & Associates June 1995 - November 1996
Skills
Asset Managment, Real Estate Economics, Due Diligence, CMBS, Valuation, Capital Markets, Disposition, Commercial Real Estate, Loans, Asset Management, Brokerage, Real Estate Financing, Investments, Portfolio Management, Financial Structuring, Underwriting, Commercial Lending, Loan Origination, Structured Finance, Commercial Mortgages, Mortgage Lending, Real Estate Development, Financial Modeling, Real Estate
Education
University of Florida - Warrington College of Business Administration 1991 — 1994
BS, Finance
Joe Riccardo's Banc of America Securities Experience March 2001 - January 2009
Job Managing Director at Evercore
Industry Capital Markets
Experience
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Jeffrey Suyematsu, AIF's Banc of America Securities Experience June 2003 - September 2004
Job Vice President at Pax World Investment Management
Industry Financial Services
Experience
Pax World Investment Management June 2008 - Present
Allianz Life September 2004 - December 2007
Allianz Life 2004 - 2007
Banc of America Securities June 2003 - September 2004
Prudential Investments January 1988 - June 2002
Skills
Wealth Management, Series 7, Mutual..., Investments, Mutual Funds, Alternative Investments, Portfolio Management, Fixed Annuities, Pensions, Investment Management, Asset Allocation, Series 63, Charitable Gift Planning, Wealth Preservation..., Qualified Retirement..., 403 b, Non-Qualified Deferred..., 457 Plans, Retirement Planning, 401k, Retirement, Asset Managment, Asset Management, Separately Managed..., Series 65, ETFs
Education
University of Massachusetts at Lowell
Bachelor's degree, Finance
Pax World Investment Management June 2008 - Present
Allianz Life September 2004 - December 2007
Allianz Life 2004 - 2007
Banc of America Securities June 2003 - September 2004
Prudential Investments January 1988 - June 2002
Skills
Wealth Management, Series 7, Mutual..., Investments, Mutual Funds, Alternative Investments, Portfolio Management, Fixed Annuities, Pensions, Investment Management, Asset Allocation, Series 63, Charitable Gift Planning, Wealth Preservation..., Qualified Retirement..., 403 b, Non-Qualified Deferred..., 457 Plans, Retirement Planning, 401k, Retirement, Asset Managment, Asset Management, Separately Managed..., Series 65, ETFs
Education
University of Massachusetts at Lowell
Bachelor's degree, Finance
Daniel Kirsch, CFA's Banc of America Securities Experience June 2006 - March 2009
Job Sales Trader at Macro Risk Advisors
Industry Investment Banking
Experience
Macro Risk Advisors April 2009 - Present
Banc of America Securities June 2006 - March 2009
Skills
Hedge Funds, Equity Derivatives, Derivatives, Capital Markets, Investments, Equities, Fixed Income, Trading, Options
Education
University of Michigan 2002 — 2006
Macro Risk Advisors April 2009 - Present
Banc of America Securities June 2006 - March 2009
Skills
Hedge Funds, Equity Derivatives, Derivatives, Capital Markets, Investments, Equities, Fixed Income, Trading, Options
Education
University of Michigan 2002 — 2006
surendran kurup's Banc of America Securities Experience May 1999 - October 2004
Job Software Developer at Google
Industry Financial Services
Experience
Google, Alpha Net Consulting LLC July 2013 - Present
Amazon in Orange County June 2012 - July 2013
google 2013 - 2013
Broadridge April 2007 - June 2012
ADP November 2004 - February 2007
Banc of America Securities May 1999 - October 2004
Systems & Software March 1996 - May 1999
Skills
Web Services, SOA, C++, Agile Methodologies, Java Enterprise Edition, Testing, SQL, Spring, JIRA, Microsoft SQL Server, Sybase, IBM iSeries, SDLC, Java, Trading Systems, Selenium, Trading, MongoDB
Education
University of Mumbai 1987 — 1993
Bachelor, Maths
Google, Alpha Net Consulting LLC July 2013 - Present
Amazon in Orange County June 2012 - July 2013
google 2013 - 2013
Broadridge April 2007 - June 2012
ADP November 2004 - February 2007
Banc of America Securities May 1999 - October 2004
Systems & Software March 1996 - May 1999
Skills
Web Services, SOA, C++, Agile Methodologies, Java Enterprise Edition, Testing, SQL, Spring, JIRA, Microsoft SQL Server, Sybase, IBM iSeries, SDLC, Java, Trading Systems, Selenium, Trading, MongoDB
Education
University of Mumbai 1987 — 1993
Bachelor, Maths
Al Bacchi's Banc of America Securities Experience July 1998 - April 2002
Job Senior Vice President at Regions Bank
Industry Banking
Experience
Regions Bank July 2013 - Present
BB&T December 2012 - June 2013
Bank of America Merrill Lynch May 2011 - June 2012
Bank of America Merrill Lynch May 2002 - May 2011
Banc of America Securities July 1998 - April 2002
Bank of America June 1997 - July 1998
The Bank of New York Mellon August 1988 - May 1997
Skills
Capital Markets, Syndications, Financial Structuring, Loans, Investment Banking, Leveraged Finance, Banking, Middle Market, Corporate Finance, Commercial Banking, Commercial Lending, Project Finance, Emerging Markets, Treasury Management, Risk Management, Financial Institutions, Hedge Funds, Trading, Asset Management, Private Equity, Equities
Education
University of Pennsylvania - The Wharton School 1984 — 1988
B.S. Econ, Finance
University of Essex 1987 — 1987
Regions Bank July 2013 - Present
BB&T December 2012 - June 2013
Bank of America Merrill Lynch May 2011 - June 2012
Bank of America Merrill Lynch May 2002 - May 2011
Banc of America Securities July 1998 - April 2002
Bank of America June 1997 - July 1998
The Bank of New York Mellon August 1988 - May 1997
Skills
Capital Markets, Syndications, Financial Structuring, Loans, Investment Banking, Leveraged Finance, Banking, Middle Market, Corporate Finance, Commercial Banking, Commercial Lending, Project Finance, Emerging Markets, Treasury Management, Risk Management, Financial Institutions, Hedge Funds, Trading, Asset Management, Private Equity, Equities
Education
University of Pennsylvania - The Wharton School 1984 — 1988
B.S. Econ, Finance
University of Essex 1987 — 1987
Natasha Mahmutovic, CBCP's Banc of America Securities Experience September 1999 - January 2003
Job Operational Risk Consultant Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2006 - Present
Wachovia Bank January 2005 - July 2006
Bank of America January 2003 - December 2004
Banc of America Securities September 1999 - January 2003
Skills
Process Improvement, Risk Management, Business Analysis, Financial Risk, Business Continuity, Fixed Income, Analysis, Risk Assessment, Business Process, Operational Risk..., Disaster Recovery, Enterprise Risk..., Security, Data Center, Integration, Operational Risk, Negotiation, Banking
Education
University of North Carolina at Charlotte
Wells Fargo Bank 2006 - Present
Wachovia Bank January 2005 - July 2006
Bank of America January 2003 - December 2004
Banc of America Securities September 1999 - January 2003
Skills
Process Improvement, Risk Management, Business Analysis, Financial Risk, Business Continuity, Fixed Income, Analysis, Risk Assessment, Business Process, Operational Risk..., Disaster Recovery, Enterprise Risk..., Security, Data Center, Integration, Operational Risk, Negotiation, Banking
Education
University of North Carolina at Charlotte
Lori Shwarts's Banc of America Securities Experience January 2000 - January 2004
Job Vice President l Executive Recruiter l Accounting and Finance at Mission Staffing
Industry Staffing and Recruiting
Experience
Mission Staffing September 2015 - Present
Morgan Stanley December 2004 - November 2011
Ernst & Young January 2004 - December 2004
Banc of America Securities January 2000 - January 2004
Education
University of Michigan
Mission Staffing September 2015 - Present
Morgan Stanley December 2004 - November 2011
Ernst & Young January 2004 - December 2004
Banc of America Securities January 2000 - January 2004
Education
University of Michigan
Sherry Liu's Banc of America Securities Experience June 2007 - May 2009
Job Operations and Strategy at AwesomenessTV
Industry Entertainment
Experience
AwesomenessTV August 2015 - Present
Oriental DreamWorks September 2013 - August 2015
DreamWorks Animation November 2011 - September 2013
Vital Findings January 2011 - November 2011
The IdeaLists November 2009 - November 2011
Coatue Management July 2010 - January 2011
Vault Partners May 2009 - June 2010
Banc of America Securities June 2007 - May 2009
Skills
Market Research, Financial Modeling, Strategic Planning, Financial Analysis, New Business Development, White Papers, Online Metrics, Valuation, International..., Qualitative Research, Quantitative Research, Small Business
Education
University of Illinois at Urbana-Champaign 2003 — 2007
AwesomenessTV August 2015 - Present
Oriental DreamWorks September 2013 - August 2015
DreamWorks Animation November 2011 - September 2013
Vital Findings January 2011 - November 2011
The IdeaLists November 2009 - November 2011
Coatue Management July 2010 - January 2011
Vault Partners May 2009 - June 2010
Banc of America Securities June 2007 - May 2009
Skills
Market Research, Financial Modeling, Strategic Planning, Financial Analysis, New Business Development, White Papers, Online Metrics, Valuation, International..., Qualitative Research, Quantitative Research, Small Business
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Sallie Beason's Banc of America Securities Experience September 2002 - March 2007
Job Consultant Real Estate Finance
Industry Capital Markets
Experience
Independent Consultant April 2008 - Present
Fifth Third Bank April 2007 - April 2008
Banc of America Securities September 2002 - March 2007
UBS November 2000 - July 2001
Paine Webber Real Estate Securities, Inc. September 1997 - November 2000
Jefferson Bank 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Real Estate
University of North Carolina at Chapel Hill 1987 — 1989
BA, Economics
Vanderbilt University 1985 — 1987
Salem Academy
Independent Consultant April 2008 - Present
Fifth Third Bank April 2007 - April 2008
Banc of America Securities September 2002 - March 2007
UBS November 2000 - July 2001
Paine Webber Real Estate Securities, Inc. September 1997 - November 2000
Jefferson Bank 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Real Estate
University of North Carolina at Chapel Hill 1987 — 1989
BA, Economics
Vanderbilt University 1985 — 1987
Salem Academy
Paul Bartolai's Banc of America Securities Experience September 1997 - September 1999
Job Equity Analyst
Industry Investment Banking
Experience
--- April 2011 - Present
PB Investment Research September 2008 - September 2011
Credit Suisse September 1999 - January 2008
Banc of America Securities September 1997 - September 1999
Bank of America April 1996 - September 1997
Education
University of Illinois at Urbana-Champaign 1991 — 1995
--- April 2011 - Present
PB Investment Research September 2008 - September 2011
Credit Suisse September 1999 - January 2008
Banc of America Securities September 1997 - September 1999
Bank of America April 1996 - September 1997
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Paul Deschamps's Banc of America Securities Experience August 1999 - September 2002
Job Senior Vice President at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch May 2015 - Present
Wells Fargo May 2011 - Present
SunTrust Bank June 2010 - May 2011
CB Richard Ellis May 2009 - June 2010
Paradise Development Group January 2008 - April 2009
LaSalle Bank September 2002 - December 2007
Banc of America Securities August 1999 - September 2002
Bank of America January 1989 - August 1999
Skills
Real Estate, Disposition, Property, Credit, Acquisitions, Real Estate Economics, Property Management, Portfolio Management, Mortgage Lending, Loan Origination, Loans, Leadership, Commercial Lending, Asset Management, Commercial Real Estate, Dispositions, Investment Properties, Real Estate Financing
Education
University of Miami 1983 — 1986
Bachelor of Business Administration (BBA), International Finance & Marketing
Bank of America Merrill Lynch May 2015 - Present
Wells Fargo May 2011 - Present
SunTrust Bank June 2010 - May 2011
CB Richard Ellis May 2009 - June 2010
Paradise Development Group January 2008 - April 2009
LaSalle Bank September 2002 - December 2007
Banc of America Securities August 1999 - September 2002
Bank of America January 1989 - August 1999
Skills
Real Estate, Disposition, Property, Credit, Acquisitions, Real Estate Economics, Property Management, Portfolio Management, Mortgage Lending, Loan Origination, Loans, Leadership, Commercial Lending, Asset Management, Commercial Real Estate, Dispositions, Investment Properties, Real Estate Financing
Education
University of Miami 1983 — 1986
Bachelor of Business Administration (BBA), International Finance & Marketing
Jake LaJoie's Banc of America Securities Experience 1998 - 2002
Job President & Managing Director, PCH Holdings Group, LLC
Industry Venture Capital & Private Equity
Experience
PCH Holdings Group, LLC CFOShakey's2009 - January 2012
Argonne Capital Group 2007 - 2009
Roark Capital Group 2003 - 2007
Maplewood Partners 2002 - 2003
Banc of America Securities 1998 - 2002
Skills
Restaurants, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Mergers, Financial Services, Private Equity, Microsoft Office, Operations Management, Accounting, Forecasting, Management, Equities, P&L, Strategic Planning, Budgets, Franchising, Sourcing, Financial Modeling, Banking, Leadership
Education
University of Florida
BSc.
PCH Holdings Group, LLC CFOShakey's2009 - January 2012
Argonne Capital Group 2007 - 2009
Roark Capital Group 2003 - 2007
Maplewood Partners 2002 - 2003
Banc of America Securities 1998 - 2002
Skills
Restaurants, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Mergers, Financial Services, Private Equity, Microsoft Office, Operations Management, Accounting, Forecasting, Management, Equities, P&L, Strategic Planning, Budgets, Franchising, Sourcing, Financial Modeling, Banking, Leadership
Education
University of Florida
BSc.
Mark Varnes's Banc of America Securities Experience 1998 - 2003
Job Student
Industry Music
Experience
PDV LLC January 2012 - Present
BTIG 2003 - September 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1993 - 1998
Performance Analytics 1990 - 1993
CME/CBOT - Independent Floor Trader June 1980 - May 1990
Skills
Managerial Experience, Equity Trading, Risk Management, Problem Solving, Customer Service, Business Process..., Brand Loyalty
Education
University of Illinois at Chicago 1980 — 1986
BBA, Finance, Capital Markets
Montini HS 1975 — 1979
PDV LLC January 2012 - Present
BTIG 2003 - September 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1993 - 1998
Performance Analytics 1990 - 1993
CME/CBOT - Independent Floor Trader June 1980 - May 1990
Skills
Managerial Experience, Equity Trading, Risk Management, Problem Solving, Customer Service, Business Process..., Brand Loyalty
Education
University of Illinois at Chicago 1980 — 1986
BBA, Finance, Capital Markets
Montini HS 1975 — 1979
Lenny Wellenius's Banc of America Securities Experience 2004 - 2009
Job Managing Director
Industry Financial Services
Experience
Mischler Financial Group 2013 - Present
Navigate Advisors 2009 - 2013
Banc of America Securities 2004 - 2009
Fannie Mae 1999 - 2004
Tuttle and Co. 1995 - 1999
Skills
Management, Interest Rate Risk..., Capital Markets, Trading, Banking, Portfolio Management
Education
University of Maryland College Park 1989 — 1994
Mischler Financial Group 2013 - Present
Navigate Advisors 2009 - 2013
Banc of America Securities 2004 - 2009
Fannie Mae 1999 - 2004
Tuttle and Co. 1995 - 1999
Skills
Management, Interest Rate Risk..., Capital Markets, Trading, Banking, Portfolio Management
Education
University of Maryland College Park 1989 — 1994
David Levenstein's Banc of America Securities Experience Vice PresidentBank of America2004 - Present
Job Vice President at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities Vice PresidentBank of America2004 - Present
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Banc of America Securities Vice PresidentBank of America2004 - Present
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Kellie Troutman's Banc of America Securities Experience June 2004 - Present
Job Trade Support at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Banc of America Securities June 2004 - Present
Education
University of North Carolina at Wilmington 1995 — 2000
Bachelors, Business
Bank of America Merrill Lynch May 2013 - Present
Banc of America Securities June 2004 - Present
Education
University of North Carolina at Wilmington 1995 — 2000
Bachelors, Business
Joseph Dunham's Banc of America Securities Experience 2003 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
DBRS 2007 - 2008
Banc of America Securities 2003 - 2006
UBS Investment Bank 2001 - 2003
Education
University of Connecticut 1987 — 2000
DBRS 2007 - 2008
Banc of America Securities 2003 - 2006
UBS Investment Bank 2001 - 2003
Education
University of Connecticut 1987 — 2000
Jane Yang's Banc of America Securities Experience 1996 - 1999
Job Managing Director at Woodville Hall Capital, LLC
Industry Financial Services
Experience
Woodville Hall Capital, LLC June 2011 - Present
Jane Yang Consulting, LLC February 2010 - Present
Wendys International 2003 - 2008
Limited Brands 2005 - 2005
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Banc of America Securities 1996 - 1999
Education
University of Michigan 1992 — 1996
BA with Honors
The Westminster Schools 1986 — 1992
Woodville Hall Capital, LLC June 2011 - Present
Jane Yang Consulting, LLC February 2010 - Present
Wendys International 2003 - 2008
Limited Brands 2005 - 2005
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Banc of America Securities 1996 - 1999
Education
University of Michigan 1992 — 1996
BA with Honors
The Westminster Schools 1986 — 1992
Josh Weiner's Banc of America Securities Experience September 1998 - June 2001
Job Analyst, Wicklow Capital
Industry Financial Services
Experience
Wicklow Capital January 2014 - Present
Getco LLC July 2009 - December 2013
Getco LLC May 2009 - July 2009
Citigroup April 2005 - February 2009
JPMorgan Chase September 2003 - March 2005
Ilios Partners July 2001 - August 2003
Banc of America Securities September 1998 - June 2001
USA TODAY 1997 - 1997
Skills
Capital Markets, Equities, Investment Banking, Investments, Corporate Finance, Valuation, Research, Business Strategy, Financial Markets, Venture Capital, Financial Modeling, Electronic Trading, Finance, Relationship Management, Fixed Income, Derivatives, Options, Bloomberg, Hedge Funds, Securities, Financial Analysis, Private Equity, Capital IQ, Equity Research Analysis, Proprietary Trading, Trading Strategies, Company Presentations, APIs, Corporate Communications, Equity Trading, Trading Systems, Quantitative Finance, Market Data, Equity Derivatives, Emerging Markets, Low Latency
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance, Accounting, Marketing, Psychology
Thomas S. Wootton High School 1990 — 1994
Ritchie Park Elementary 1981 — 1988
Wicklow Capital January 2014 - Present
Getco LLC July 2009 - December 2013
Getco LLC May 2009 - July 2009
Citigroup April 2005 - February 2009
JPMorgan Chase September 2003 - March 2005
Ilios Partners July 2001 - August 2003
Banc of America Securities September 1998 - June 2001
USA TODAY 1997 - 1997
Skills
Capital Markets, Equities, Investment Banking, Investments, Corporate Finance, Valuation, Research, Business Strategy, Financial Markets, Venture Capital, Financial Modeling, Electronic Trading, Finance, Relationship Management, Fixed Income, Derivatives, Options, Bloomberg, Hedge Funds, Securities, Financial Analysis, Private Equity, Capital IQ, Equity Research Analysis, Proprietary Trading, Trading Strategies, Company Presentations, APIs, Corporate Communications, Equity Trading, Trading Systems, Quantitative Finance, Market Data, Equity Derivatives, Emerging Markets, Low Latency
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance, Accounting, Marketing, Psychology
Thomas S. Wootton High School 1990 — 1994
Ritchie Park Elementary 1981 — 1988
Viktoria Sheinis's Banc of America Securities Experience May 1999 - July 2000
Job Experienced analyst seeking Financial analyst position
Industry Accounting
Experience
US CENSUS BUREAU, April 2010 - August 2010
Integra Staffing April 2009 - April 2010
DeVry University December 2005 - January 2007
Baker & Taylor October 2000 - February 2005
Banc of America Securities May 1999 - July 2000
Skills
Analysis, Forecasting, Management, Training, Budgets, Accounting, Financial Modeling, Auditing, Sales, Variance Analysis, Microsoft Office, Customer Satisfaction, Sales Management, Teamwork
Education
Keller Graduate School of DeVry University 2006 — 2007
MBA, Finance, General, 3.8
University of North Carolina at Charlotte - Belk College of Business 1992 — 1994
BA, Economics
US CENSUS BUREAU, April 2010 - August 2010
Integra Staffing April 2009 - April 2010
DeVry University December 2005 - January 2007
Baker & Taylor October 2000 - February 2005
Banc of America Securities May 1999 - July 2000
Skills
Analysis, Forecasting, Management, Training, Budgets, Accounting, Financial Modeling, Auditing, Sales, Variance Analysis, Microsoft Office, Customer Satisfaction, Sales Management, Teamwork
Education
Keller Graduate School of DeVry University 2006 — 2007
MBA, Finance, General, 3.8
University of North Carolina at Charlotte - Belk College of Business 1992 — 1994
BA, Economics
Nathan Schray, PHR's Banc of America Securities Experience June 2003 - August 2003
Job Human Resources at Private Equity Firm
Industry Investment Management
Experience
Private Equity May 2014 - Present
Scout Capital August 2012 - April 2014
Highland Capital Management, L.P. January 2008 - July 2012
KPMG Advisory May 2005 - December 2007
GE Capital June 2004 - August 2004
Banc of America Securities June 2003 - August 2003
Skills
Benefits Administration, Employee Relations, Employee Referral..., Recruitment/Retention, Compensation, Workers Compensation, New Hire Orientation, Exit Interviews, Retirement Plans, Defined Benefit, 401k, Payroll Administration, Payroll Taxes, Deferred Compensation, New Hire Orientations, Payroll, Equities, Employee Benefits, Mergers & Acquisitions, Human Resources
Education
University of Florida 2001 — 2005
BSBA, Finance, Mathematics
Private Equity May 2014 - Present
Scout Capital August 2012 - April 2014
Highland Capital Management, L.P. January 2008 - July 2012
KPMG Advisory May 2005 - December 2007
GE Capital June 2004 - August 2004
Banc of America Securities June 2003 - August 2003
Skills
Benefits Administration, Employee Relations, Employee Referral..., Recruitment/Retention, Compensation, Workers Compensation, New Hire Orientation, Exit Interviews, Retirement Plans, Defined Benefit, 401k, Payroll Administration, Payroll Taxes, Deferred Compensation, New Hire Orientations, Payroll, Equities, Employee Benefits, Mergers & Acquisitions, Human Resources
Education
University of Florida 2001 — 2005
BSBA, Finance, Mathematics
Vic Belfiore's Banc of America Securities Experience 1996 - 2003
Job Equity Sales Trader at BBT Capital Markets
Industry Financial Services
Experience
BBT Capital Markets August 2003 - Present
Banc of America Securities 1996 - 2003
Skills
Series 7, Equities
Education
University of Florida 1988 — 1990
Master of Exercise and Sports Science
University of Washington 1983 — 1988
Sports Medicine
BBT Capital Markets August 2003 - Present
Banc of America Securities 1996 - 2003
Skills
Series 7, Equities
Education
University of Florida 1988 — 1990
Master of Exercise and Sports Science
University of Washington 1983 — 1988
Sports Medicine
Andrew Rinaldi's Banc of America Securities Experience 2001 - 2003
Job Senior Vice President, Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
UBS 2003 - 2009
Banc of America Securities 2001 - 2003
Education
University of Massachusetts, Amherst 1996 — 2000
B.A., Economics
Merrill Lynch January 2009 - Present
UBS 2003 - 2009
Banc of America Securities 2001 - 2003
Education
University of Massachusetts, Amherst 1996 — 2000
B.A., Economics
Lee Brading, CFA's Banc of America Securities Experience 1996 - 1999
Job Managing Director at Wells Fargo Securities
Industry Real Estate
Experience
Wells Fargo Securities July 2009 - Present
Wachovia Capital Markets 1999 - June 2009
Banc of America Securities 1996 - 1999
BDO Seidman, LLP 1989 - 1994
Skills
Asset Managment, Investments, Private Equity, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Corporate Finance, Real Estate Economics, Mergers, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
Washington and Lee University 1985 — 1989
BS, Business Admin and Accounting
Wells Fargo Securities July 2009 - Present
Wachovia Capital Markets 1999 - June 2009
Banc of America Securities 1996 - 1999
BDO Seidman, LLP 1989 - 1994
Skills
Asset Managment, Investments, Private Equity, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Corporate Finance, Real Estate Economics, Mergers, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
Washington and Lee University 1985 — 1989
BS, Business Admin and Accounting
Bob Martin CIMA's Banc of America Securities Experience October 2002 - January 2010
Job Vice President Financial Consultant at Santander Investment
Industry Investment Management
Experience
Santander Investment September 2014 - Present
New York Life September 2013 - April 2014
Merrill Lynch January 2010 - April 2012
Banc of America Securities October 2002 - January 2010
The Managers Funds AMG August 1999 - July 2002
Scudder Stevens And Clark January 1993 - August 1999
Skills
Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Asset Managment, Investments, Fixed Income, Alternative Investments, ETFs, Investment Strategies, Wealth Management..., Client Development, Business Process..., Business Process, Business Development, CIMA, Private Equity, Private Placements, Private Banking, Wirehouse Sales, RIA Sales, Variable Annuities, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Uniform Combined State..., Capital Markets, Equities, Investment Advisory, Hedge Funds, Portfolio Management, Training, Financial Services, FINRA, Investment Management, Series 6, Series 65, 401k, Finance, High Net Worth..., Wealth, Asset Management, Certified Financial..., Risk Management, Insurance, Separately Managed...
Education
University of Massachusetts, Amherst
Santander Investment September 2014 - Present
New York Life September 2013 - April 2014
Merrill Lynch January 2010 - April 2012
Banc of America Securities October 2002 - January 2010
The Managers Funds AMG August 1999 - July 2002
Scudder Stevens And Clark January 1993 - August 1999
Skills
Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Asset Managment, Investments, Fixed Income, Alternative Investments, ETFs, Investment Strategies, Wealth Management..., Client Development, Business Process..., Business Process, Business Development, CIMA, Private Equity, Private Placements, Private Banking, Wirehouse Sales, RIA Sales, Variable Annuities, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Uniform Combined State..., Capital Markets, Equities, Investment Advisory, Hedge Funds, Portfolio Management, Training, Financial Services, FINRA, Investment Management, Series 6, Series 65, 401k, Finance, High Net Worth..., Wealth, Asset Management, Certified Financial..., Risk Management, Insurance, Separately Managed...
Education
University of Massachusetts, Amherst
Nicole Freeman's Banc of America Securities Experience June 1996 - February 2003
Job Managing Director, International Group Global Financial Institutions at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2003 - Present
Banc of America Securities June 1996 - February 2003
Skills
Emerging Markets, Securitization, Syndications, Structured Finance, Loan Origination, Financial Institutions, Credit, Funding, Capital Markets, Investment Banking, Fixed Income, Series 7, Series 63, Structured Products, Financial Structuring, Derivatives
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MIBS, International Business / Finance
University of Georgia - Terry College of Business 1986 — 1990
BBA, International Business / Finance
Wells Fargo Securities July 2003 - Present
Banc of America Securities June 1996 - February 2003
Skills
Emerging Markets, Securitization, Syndications, Structured Finance, Loan Origination, Financial Institutions, Credit, Funding, Capital Markets, Investment Banking, Fixed Income, Series 7, Series 63, Structured Products, Financial Structuring, Derivatives
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MIBS, International Business / Finance
University of Georgia - Terry College of Business 1986 — 1990
BBA, International Business / Finance
Jeffrey Shaver's Banc of America Securities Experience June 2007 - May 2008
Job Finance / Treasury First Advantage Corp
Industry Human Resources
Experience
First Advantage April 2013 - Present
SunTrust Robinson Humphrey, Inc. June 2008 - April 2013
Banc of America Securities June 2007 - May 2008
Bank of America February 2005 - July 2007
Bank of America September 2000 - February 2005
Start Up Wireless Telecom Company (private LLC) June 1996 - June 1999
Skills
Financial Modeling, Capital Markets, Strategy, Corporate Finance, Due Diligence, Credit, Mergers & Acquisitions, Portfolio Management, Credit Analysis, Leveraged Finance, Investment Banking, Banking, Finance, Financial Structuring, Series 7, Series 63, Financial Analysis, Strategic Planning, Loans, Restructuring, Loan Origination, Underwriting, Commercial Banking, Financial Services, Derivatives, Treasury Management, Financial Risk, Equities, Valuation, Executive Management, Syndications, Credit Risk, Risk Management, Cash Management, Corporate Development, Bloomberg, Structured Finance, Structuring, Mergers, Debt, Origination, Business Strategy, Microsoft Office, Leadership, Management, Mentoring
Education
University of Georgia - Terry College of Business 1999 — 2000
MBA, Corporate Finance and MIS
University of Georgia - Terry College of Business 1992 — 1996
BBA, Finance
First Advantage April 2013 - Present
SunTrust Robinson Humphrey, Inc. June 2008 - April 2013
Banc of America Securities June 2007 - May 2008
Bank of America February 2005 - July 2007
Bank of America September 2000 - February 2005
Start Up Wireless Telecom Company (private LLC) June 1996 - June 1999
Skills
Financial Modeling, Capital Markets, Strategy, Corporate Finance, Due Diligence, Credit, Mergers & Acquisitions, Portfolio Management, Credit Analysis, Leveraged Finance, Investment Banking, Banking, Finance, Financial Structuring, Series 7, Series 63, Financial Analysis, Strategic Planning, Loans, Restructuring, Loan Origination, Underwriting, Commercial Banking, Financial Services, Derivatives, Treasury Management, Financial Risk, Equities, Valuation, Executive Management, Syndications, Credit Risk, Risk Management, Cash Management, Corporate Development, Bloomberg, Structured Finance, Structuring, Mergers, Debt, Origination, Business Strategy, Microsoft Office, Leadership, Management, Mentoring
Education
University of Georgia - Terry College of Business 1999 — 2000
MBA, Corporate Finance and MIS
University of Georgia - Terry College of Business 1992 — 1996
BBA, Finance
Latricia Saucier's Banc of America Securities Experience August 1999 - Present
Job Professional Administrator at Banc of America Securities
Industry Writing and Editing
Experience
Banc of America Securities August 1999 - Present
Skills
Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Office Administration, Data Entry, Office Management, System Administration, Banking
Education
University of Maine at Machias 1995 — 1999
Associates in Business
Searsport District Highschool 1992 — 1994
Banc of America Securities August 1999 - Present
Skills
Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Office Administration, Data Entry, Office Management, System Administration, Banking
Education
University of Maine at Machias 1995 — 1999
Associates in Business
Searsport District Highschool 1992 — 1994
Bryson Brannon's Banc of America Securities Experience June 2002 - July 2003
Job Director at Bank of America
Industry Investment Banking
Experience
Bank of America September 2008 - Present
Wachovia Capital Markets, LLC January 2005 - August 2008
Ernst & Young LLP January 2004 - March 2004
Banc of America Securities June 2002 - July 2003
Skills
Securitization, Debt, CLO, High Yield, Structured Finance, Credit Derivatives, Capital Markets, Fixed Income, Structured Products, Bonds, Credit, CDS, Leveraged Finance, CDO, Investment Banking, Loans
Education
Wake Forest University 2003 — 2004
Master of Science, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science, Business Administration, Chemistry
Bank of America September 2008 - Present
Wachovia Capital Markets, LLC January 2005 - August 2008
Ernst & Young LLP January 2004 - March 2004
Banc of America Securities June 2002 - July 2003
Skills
Securitization, Debt, CLO, High Yield, Structured Finance, Credit Derivatives, Capital Markets, Fixed Income, Structured Products, Bonds, Credit, CDS, Leveraged Finance, CDO, Investment Banking, Loans
Education
Wake Forest University 2003 — 2004
Master of Science, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science, Business Administration, Chemistry
Keith Carlson's Banc of America Securities Experience June 2006 - June 2007
Job Investment Banker at Silverstone Advisors LLC
Industry Financial Services
Experience
Silverstone Advisors LLC October 2014 - Present
Transformational Advisory, LLC May 2014 - Present
Vantiv May 2013 - May 2014
CapitalSouth Partners August 2007 - June 2013
Banc of America Securities June 2006 - June 2007
Wachovia Securities May 2005 - May 2006
Tempur-Pedic May 2004 - May 2005
Skills
Financial Modeling, Debt, Securities, Cash Flow Forecasting, Capital, Financial Analysis, Due Diligence, Investments, Portfolio Management, Loans, Data Analysis, Cash Flow, Credit, Analytics, Funding, Public Companies, Analysis, Mergers, Excel, Balance, Microsoft Excel, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Valuation, Finance, Capital Markets, Strategy
Education
University of Kentucky 2001 — 2005
B.S., Finance
Western Kentucky University 2001 — 2001
Bachelor of Science (B.S.), Finance and Financial Management Services
Silverstone Advisors LLC October 2014 - Present
Transformational Advisory, LLC May 2014 - Present
Vantiv May 2013 - May 2014
CapitalSouth Partners August 2007 - June 2013
Banc of America Securities June 2006 - June 2007
Wachovia Securities May 2005 - May 2006
Tempur-Pedic May 2004 - May 2005
Skills
Financial Modeling, Debt, Securities, Cash Flow Forecasting, Capital, Financial Analysis, Due Diligence, Investments, Portfolio Management, Loans, Data Analysis, Cash Flow, Credit, Analytics, Funding, Public Companies, Analysis, Mergers, Excel, Balance, Microsoft Excel, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Valuation, Finance, Capital Markets, Strategy
Education
University of Kentucky 2001 — 2005
B.S., Finance
Western Kentucky University 2001 — 2001
Bachelor of Science (B.S.), Finance and Financial Management Services
Erin Everett's Banc of America Securities Experience November 2003 - February 2009
Job Equity Sales & Trading
Industry Financial Services
Experience
Banc of America Securities November 2003 - February 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BS
Banc of America Securities November 2003 - February 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BS
Katie (Cunningham) Pisel's Banc of America Securities Experience October 2007 - Present
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Banc of America Securities October 2007 - Present
LaSalle Bank June 2004 - September 2007
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Accounting
Alleman High School 1996 — 2000
Banc of America Securities October 2007 - Present
LaSalle Bank June 2004 - September 2007
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Accounting
Alleman High School 1996 — 2000
Jonathan Lasner's Banc of America Securities Experience August 2001 - October 2002
Job Director, Leveraged Lending at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland April 2014 - Present
Royal Bank of Scotland November 2011 - April 2014
Royal Bank of Scotland July 2009 - November 2011
BNP Paribas October 2002 - January 2009
Banc of America Securities August 2001 - October 2002
KPMG July 1998 - September 1999
Skills
Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
BA, Political Science
Harrison High School
Royal Bank of Scotland April 2014 - Present
Royal Bank of Scotland November 2011 - April 2014
Royal Bank of Scotland July 2009 - November 2011
BNP Paribas October 2002 - January 2009
Banc of America Securities August 2001 - October 2002
KPMG July 1998 - September 1999
Skills
Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
BA, Political Science
Harrison High School
Michael Benner's Banc of America Securities Experience September 1997 - August 2006
Job Director at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2006 - Present
Banc of America Securities September 1997 - August 2006
Skills
Due Diligence, Structured Finance, Loans, Portfolio Management, Financial Structuring, Asset Management, Underwriting, Commercial Mortgages, Leases, CMBS, Real Estate, Credit, Banking
Education
University of North Carolina at Chapel Hill 1987 — 1991
BS, Business-Finance
Wells Fargo August 2006 - Present
Banc of America Securities September 1997 - August 2006
Skills
Due Diligence, Structured Finance, Loans, Portfolio Management, Financial Structuring, Asset Management, Underwriting, Commercial Mortgages, Leases, CMBS, Real Estate, Credit, Banking
Education
University of North Carolina at Chapel Hill 1987 — 1991
BS, Business-Finance
Jim Brophy's Banc of America Securities Experience April 2002 - June 2005
Job RiverPark Funds
Industry Investment Management
Experience
RiverPark Funds November 2012 - Present
Canaccord Genuity Inc. March 2010 - November 2012
Avian Securities March 2009 - March 2010
Arience Capital August 2005 - December 2008
Banc of America Securities April 2002 - June 2005
ABN Amro March 1999 - April 2002
Skills
Liquidity, Equities, Options, Hedge Funds, Trading, F/X, Algorithmic Trading, Finra Series 63, 55 and..., Investment Banking, Mutual Funds, ETFs, Electronic Trading, Trading System, Bloomberg, Series 24, Series 7, Capital Markets, Portfolio Management, Investments, Fixed Income, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance, International Business
University of Michigan 1991 — 1995
BS, Bachelor of Science - Environmental Policy
RiverPark Funds November 2012 - Present
Canaccord Genuity Inc. March 2010 - November 2012
Avian Securities March 2009 - March 2010
Arience Capital August 2005 - December 2008
Banc of America Securities April 2002 - June 2005
ABN Amro March 1999 - April 2002
Skills
Liquidity, Equities, Options, Hedge Funds, Trading, F/X, Algorithmic Trading, Finra Series 63, 55 and..., Investment Banking, Mutual Funds, ETFs, Electronic Trading, Trading System, Bloomberg, Series 24, Series 7, Capital Markets, Portfolio Management, Investments, Fixed Income, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance, International Business
University of Michigan 1991 — 1995
BS, Bachelor of Science - Environmental Policy
John MacArthur's Banc of America Securities Experience December 2003 - May 2007
Job Portfolio Manager at CLMG Corp. (Beal Bank)
Industry Financial Services
Experience
CLMG Corp. (Beal Bank) May 2009 - June 2011
Washington Mutual May 2007 - January 2009
Banc of America Securities December 2003 - May 2007
KeyCorp/KeyBank Real Estate Capital November 2000 - November 2003
KeyCorp/KeyBank Real Estate Capital September 1997 - November 2000
Midland Loan Servies L.P. May 1994 - September 1997
ABN/LaSalle National Trust, N.A. 1981 - 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
B.S., Business Administration
CLMG Corp. (Beal Bank) May 2009 - June 2011
Washington Mutual May 2007 - January 2009
Banc of America Securities December 2003 - May 2007
KeyCorp/KeyBank Real Estate Capital November 2000 - November 2003
KeyCorp/KeyBank Real Estate Capital September 1997 - November 2000
Midland Loan Servies L.P. May 1994 - September 1997
ABN/LaSalle National Trust, N.A. 1981 - 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
B.S., Business Administration
Lesslie Ray's Banc of America Securities Experience October 2005 - December 2007
Job VP Business Development at The Cline Group
Industry Mining & Metals
Experience
The Cline Group April 2013 - Present
JP Morgan Chase June 2009 - April 2013
Morningstar Properties January 2008 - August 2008
Banc of America Securities October 2005 - December 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Due Diligence, Real Estate, Asset Managment, Real Estate Economics, Portfolio Management, Underwriting, Loans, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate Finance
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
The Cline Group April 2013 - Present
JP Morgan Chase June 2009 - April 2013
Morningstar Properties January 2008 - August 2008
Banc of America Securities October 2005 - December 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Due Diligence, Real Estate, Asset Managment, Real Estate Economics, Portfolio Management, Underwriting, Loans, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate Finance
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
Terry Linnert's Banc of America Securities Experience 2000 - 2003
Job Credit Fixed Income at US Bank
Industry Investment Banking
Experience
US Bancorp May 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Securities, LLC 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, FX Options, Structured Products, Securities, CDS, Financial Modeling, Financial Analysis, Loans, Capital Markets, Risk Management, Financial Services
Education
University of Dayton 1992 — 1996
Bachelor of Science, Accounting / Finance
US Bancorp May 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Securities, LLC 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, FX Options, Structured Products, Securities, CDS, Financial Modeling, Financial Analysis, Loans, Capital Markets, Risk Management, Financial Services
Education
University of Dayton 1992 — 1996
Bachelor of Science, Accounting / Finance
Mark Andrew's Banc of America Securities Experience November 1999 - July 2007
Job Principal at Lexington Partners
Industry Venture Capital & Private Equity
Experience
Lexington Partners 2007 - Present
Banc of America Securities November 1999 - July 2007
BancBoston Capital 2000 - 2003
Bank of Boston March 1987 - October 1999
Education
University of Massachusetts, Amherst 1982 — 1986
BS
Lexington Partners 2007 - Present
Banc of America Securities November 1999 - July 2007
BancBoston Capital 2000 - 2003
Bank of Boston March 1987 - October 1999
Education
University of Massachusetts, Amherst 1982 — 1986
BS
Peter Stern's Banc of America Securities Experience August 2005 - July 2007
Job Vice President at Audax Group
Industry Investment Management
Experience
Audax Group August 2007 - Present
Banc of America Securities August 2005 - July 2007
Education
University of Michigan 2001 — 2005
Audax Group August 2007 - Present
Banc of America Securities August 2005 - July 2007
Education
University of Michigan 2001 — 2005
James Bertram's Banc of America Securities Experience 1999 - 2006
Job Managing Director at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company October 2006 - Present
Banc of America Securities 1999 - 2006
Education
University of Illinois at Urbana-Champaign
BS, Finance
William Blair and Company October 2006 - Present
Banc of America Securities 1999 - 2006
Education
University of Illinois at Urbana-Champaign
BS, Finance
Jake Mendelsohn's Banc of America Securities Experience July 2001 - December 2008
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2001 - Present
Banc of America Securities July 2001 - December 2008
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Hillside
Hillside
Hillside
Bank of America Merrill Lynch 2001 - Present
Banc of America Securities July 2001 - December 2008
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Hillside
Hillside
Hillside
Geoffrey Cassell's Banc of America Securities Experience March 2003 - February 2009
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Keenya T. Justice's Banc of America Securities Experience 1999 - 2001
Job Principal, The Justice Firm, LLC
Industry Law Practice
Experience
The Justice Firm, LLC January 2005 - Present
Wachovia Securities 2001 - 2004
Banc of America Securities 1999 - 2001
Skills
Civil Litigation, Mediation, Courts, Government, Commercial Litigation, Trials, Real Estate, Contract Negotiation, Litigation, Wills, Corporate Law
Education
University of North Carolina at Chapel Hill - School of Law & Kenan Flagler Business School 1993 — 1997
1997, Juris Doctor & Master of Business Administration
University of Massachusetts, Amherst 1984 — 1989
Bachelor of Business Adminstration, Major: Finance; Minor: Economics
The Justice Firm, LLC January 2005 - Present
Wachovia Securities 2001 - 2004
Banc of America Securities 1999 - 2001
Skills
Civil Litigation, Mediation, Courts, Government, Commercial Litigation, Trials, Real Estate, Contract Negotiation, Litigation, Wills, Corporate Law
Education
University of North Carolina at Chapel Hill - School of Law & Kenan Flagler Business School 1993 — 1997
1997, Juris Doctor & Master of Business Administration
University of Massachusetts, Amherst 1984 — 1989
Bachelor of Business Adminstration, Major: Finance; Minor: Economics
Chris Keuler's Banc of America Securities Experience July 2007 - June 2010
Job Vice President, Technology Investment Banking at Evercore
Industry Investment Banking
Experience
Evercore February 2014 - Present
Evercore August 2012 - January 2014
Bank of America Merrill Lynch July 2010 - July 2012
Banc of America Securities July 2007 - June 2010
Skills
Private Equity, Due Diligence, Valuation, Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Hedge Funds, LBO
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science, Business Administration
Evercore February 2014 - Present
Evercore August 2012 - January 2014
Bank of America Merrill Lynch July 2010 - July 2012
Banc of America Securities July 2007 - June 2010
Skills
Private Equity, Due Diligence, Valuation, Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Hedge Funds, LBO
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science, Business Administration
Greg Seaton's Banc of America Securities Experience 1986 - 2004
Job Owner, Seaton Builders
Industry Construction
Experience
Seaton Builders May 2006 - Present
Banc of America Securities 1986 - 2004
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Real Estate, Due Diligence, Management, Small Business, New Business Development, Contract Negotiation, Investments, Start-ups, Budgets, Entrepreneurship
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA, Business
Wake Forest University 1972 — 1977
BS, Accounting
West Forsyth High School 1969 — 1972
General, General
Seaton Builders May 2006 - Present
Banc of America Securities 1986 - 2004
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Real Estate, Due Diligence, Management, Small Business, New Business Development, Contract Negotiation, Investments, Start-ups, Budgets, Entrepreneurship
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA, Business
Wake Forest University 1972 — 1977
BS, Accounting
West Forsyth High School 1969 — 1972
General, General
Chris Mohler's Banc of America Securities Experience July 1994 - July 2003
Job Senior Vice President / Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2009 - Present
Banc of America Securities July 1994 - July 2003
Associates First Capital (CitiGroup) June 1990 - June 1994
Arthur Andersen July 1985 - June 1988
Skills
Capital Markets, Financial Modeling, Banking, Risk Management, Loans, Credit, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA, Finance, Deans Scholar
University of Missouri-Columbia 1981 — 1985
Accounting
Wells Fargo Bank October 2009 - Present
Banc of America Securities July 1994 - July 2003
Associates First Capital (CitiGroup) June 1990 - June 1994
Arthur Andersen July 1985 - June 1988
Skills
Capital Markets, Financial Modeling, Banking, Risk Management, Loans, Credit, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA, Finance, Deans Scholar
University of Missouri-Columbia 1981 — 1985
Accounting
Inwoo Lee's Banc of America Securities Experience 2001 - 2004
Job Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank - Asset & Wealth Management 2011 - Present
A.T. Kearney 2008 - 2011
Dun & Bradstreet 2004 - 2006
Banc of America Securities 2001 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Strategy, Management Consulting, Business Strategy, Mergers, Investment Banking, Strategic Planning, Analytics
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
University of Pennsylvania - The Wharton School
BS in Econ, Finance & Accounting
Deutsche Bank - Asset & Wealth Management 2011 - Present
A.T. Kearney 2008 - 2011
Dun & Bradstreet 2004 - 2006
Banc of America Securities 2001 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Strategy, Management Consulting, Business Strategy, Mergers, Investment Banking, Strategic Planning, Analytics
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
University of Pennsylvania - The Wharton School
BS in Econ, Finance & Accounting
Anthony Malizia, CFA's Banc of America Securities Experience 2003 - 2004
Job Senior Analyst, Golub Capital
Industry Financial Services
Experience
Golub Capital May 2014 - Present
Z Capital Partners January 2007 - December 2008
CRT Capital Group August 2004 - December 2006
Banc of America Securities 2003 - 2004
William Blair & Company 1999 - 2004
Skills
Equity and credit..., Portfolio Management, Equities, Financial Modeling, Financial Analysis, Investments, Asset Management, Capital Markets, Valuation, Fixed Income, Alternative Investments, Hedge Funds, Options, Banking, Special Situations, Credit, Equity Trading, Bloomberg, Loans, High Yield, Derivatives, Trading, Proprietary Trading, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1997 — 1999
Bachelors, Finance
Golub Capital May 2014 - Present
Z Capital Partners January 2007 - December 2008
CRT Capital Group August 2004 - December 2006
Banc of America Securities 2003 - 2004
William Blair & Company 1999 - 2004
Skills
Equity and credit..., Portfolio Management, Equities, Financial Modeling, Financial Analysis, Investments, Asset Management, Capital Markets, Valuation, Fixed Income, Alternative Investments, Hedge Funds, Options, Banking, Special Situations, Credit, Equity Trading, Bloomberg, Loans, High Yield, Derivatives, Trading, Proprietary Trading, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1997 — 1999
Bachelors, Finance
Mike Wilcox's Banc of America Securities Experience 2004 - 2007
Job Standard Pacific Capital
Industry Investment Management
Experience
Standard Pacific Capital June 2013 - June 2015
Highside Capital Management March 2007 - May 2013
Banc of America Securities 2004 - 2007
Skills
Financial Modeling, Equity Research, Hedge Funds, Investments, Valuation, Asset Management, Equities, Alternative Investments
Education
University of Notre Dame 1995 — 1999
Darien High School 1993 — 1995
Standard Pacific Capital June 2013 - June 2015
Highside Capital Management March 2007 - May 2013
Banc of America Securities 2004 - 2007
Skills
Financial Modeling, Equity Research, Hedge Funds, Investments, Valuation, Asset Management, Equities, Alternative Investments
Education
University of Notre Dame 1995 — 1999
Darien High School 1993 — 1995
Jack Sullivan's Banc of America Securities Experience February 2005 - February 2009
Job Director Corporate Development at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation September 2010 - Present
Duke Energy September 2009 - September 2010
Banc of America Securities February 2005 - February 2009
Banc of America Securities August 2000 - February 2005
Skills
Corporate Finance, Corporate Development, Investor Relations, Financial Modeling, Investment Banking, Valuation, Capital Markets, Mergers, Private Equity, Financial Structuring, Due Diligence, Project Finance, Financial Analysis, Divestitures, Portfolio Management
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BA, Chemistry, History
Duke Energy Corporation September 2010 - Present
Duke Energy September 2009 - September 2010
Banc of America Securities February 2005 - February 2009
Banc of America Securities August 2000 - February 2005
Skills
Corporate Finance, Corporate Development, Investor Relations, Financial Modeling, Investment Banking, Valuation, Capital Markets, Mergers, Private Equity, Financial Structuring, Due Diligence, Project Finance, Financial Analysis, Divestitures, Portfolio Management
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BA, Chemistry, History
Bill Cleary's Banc of America Securities Experience 2004 - 2007
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America 2009 - April 2011
Nico Holdings LLC 2008 - 2009
Bank of America January 1987 - January 2007
Banc of America Securities 2004 - 2007
Chicago Research and Trading (bank of america) 1987 - 1993
Chicago Board of Trade January 1985 - August 1987
Skills
Asset Management, FX Options, Options, Risk Management, Securities, Alternative Investments, Fixed Income, Portfolio Management, Electronic Trading, Equities, Financial Markets, Banking, Trading Systems, Commodity, Trading, Capital Markets, Investments, Investment Banking, Management, Valuation, Derivatives, Bloomberg, Equity Derivatives, Hedge Funds
Education
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Accountancy
Bank of America Merrill Lynch January 2011 - Present
Bank of America 2009 - April 2011
Nico Holdings LLC 2008 - 2009
Bank of America January 1987 - January 2007
Banc of America Securities 2004 - 2007
Chicago Research and Trading (bank of america) 1987 - 1993
Chicago Board of Trade January 1985 - August 1987
Skills
Asset Management, FX Options, Options, Risk Management, Securities, Alternative Investments, Fixed Income, Portfolio Management, Electronic Trading, Equities, Financial Markets, Banking, Trading Systems, Commodity, Trading, Capital Markets, Investments, Investment Banking, Management, Valuation, Derivatives, Bloomberg, Equity Derivatives, Hedge Funds
Education
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Accountancy
Todd Gaylord, CFA's Banc of America Securities Experience June 1999 - April 2005
Job Principal at McCauley Street Partners
Industry Financial Services
Experience
McCauley Street Partners March 2009 - Present
Wachovia Securities, LLC April 2005 - June 2008
Banc of America Securities June 1999 - April 2005
Education
University of North Carolina at Chapel Hill 1998 — 1999
Masters, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
McCauley Street Partners March 2009 - Present
Wachovia Securities, LLC April 2005 - June 2008
Banc of America Securities June 1999 - April 2005
Education
University of North Carolina at Chapel Hill 1998 — 1999
Masters, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
jon kessler's Banc of America Securities Experience 1998 - 2009
Job FMSbonds, Inc.
Industry Investment Banking
Experience
FMSbonds, Inc. 2009 - Present
Banc of America Securities 1998 - 2009
Education
University of Michigan 1987 — 1991
Washington University in St. Louis - Olin Business School
FMSbonds, Inc. 2009 - Present
Banc of America Securities 1998 - 2009
Education
University of Michigan 1987 — 1991
Washington University in St. Louis - Olin Business School
Carolyn Brasfield's Banc of America Securities Experience 1998 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Saint Louis University 2012 - Present
University of Missouri - St. Louis 2011 - 2012
AmeriCorps 2010 - 2011
Mubarak Investments 2005 - 2010
Banc of America Securities 1998 - 2005
Skills
Training/Development, Budget Administration, Problem Resolution, Project Planning, Analysis, Microsoft Office, Customer Service
Education
University of Missouri-Saint Louis
Bachelor of Science (BS), Economics
Saint Louis University 2012 - Present
University of Missouri - St. Louis 2011 - 2012
AmeriCorps 2010 - 2011
Mubarak Investments 2005 - 2010
Banc of America Securities 1998 - 2005
Skills
Training/Development, Budget Administration, Problem Resolution, Project Planning, Analysis, Microsoft Office, Customer Service
Education
University of Missouri-Saint Louis
Bachelor of Science (BS), Economics
Ellen Wagoner's Banc of America Securities Experience 2000 - 2010
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America February 2014 - Present
Bank of America May 2010 - December 2013
Bank of America Merrill Lynch February 2000 - May 2010
Banc of America Securities 2000 - 2010
Pic 'N Pay Shoes April 1999 - February 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BSBA, Marketing and Management
Bank of America February 2014 - Present
Bank of America May 2010 - December 2013
Bank of America Merrill Lynch February 2000 - May 2010
Banc of America Securities 2000 - 2010
Pic 'N Pay Shoes April 1999 - February 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BSBA, Marketing and Management
Michael Karlosky's Banc of America Securities Experience 2007 - 2009
Job Senior Vice President at Figtree Financing
Industry Financial Services
Experience
Figtree Financing June 2014 - Present
PACE Financing March 2013 - May 2014
Wells Fargo Securities August 2009 - February 2013
Banc of America Securities 2007 - 2009
Bear Stearns & Co., Inc. 1991 - 2007
Skills
Strategic Planning, New Business Development, Due Diligence, Financial Modeling, Investments, Project Finance, Business Development, Investment Banking, Structured Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BA, Economics, Finance
Figtree Financing June 2014 - Present
PACE Financing March 2013 - May 2014
Wells Fargo Securities August 2009 - February 2013
Banc of America Securities 2007 - 2009
Bear Stearns & Co., Inc. 1991 - 2007
Skills
Strategic Planning, New Business Development, Due Diligence, Financial Modeling, Investments, Project Finance, Business Development, Investment Banking, Structured Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BA, Economics, Finance
Christina Bender's Banc of America Securities Experience July 1998 - May 2003
Job SVP, Corporate Workplace Executive at Bank of America
Industry Financial Services
Experience
Bank of America October 2010 - Present
Bank of America January 2010 - October 2010
Bank of America March 2005 - October 2006
Bank of America October 2003 - March 2005
Banc of America Securities July 1998 - May 2003
Interstate /Johnson Lane July 1996 - July 1998
Salomon Brothers July 1994 - June 1996
Skills
Investments, Series 7, Strategic Financial..., Securities, Equities, Financial Analysis, Series 63, Banking, Finance
Education
UNC Chapel Hill 1990 — 1994
Bachelor of Science in Business Administration (BS), Finance
Bank of America October 2010 - Present
Bank of America January 2010 - October 2010
Bank of America March 2005 - October 2006
Bank of America October 2003 - March 2005
Banc of America Securities July 1998 - May 2003
Interstate /Johnson Lane July 1996 - July 1998
Salomon Brothers July 1994 - June 1996
Skills
Investments, Series 7, Strategic Financial..., Securities, Equities, Financial Analysis, Series 63, Banking, Finance
Education
UNC Chapel Hill 1990 — 1994
Bachelor of Science in Business Administration (BS), Finance
Jill Payne's Banc of America Securities Experience 2006 - 2009
Job SVP Bank of America Home Loans
Industry Banking
Experience
Bank of America August 1995 - Present
Banc of America Securities 2006 - 2009
Education
University of North Carolina at Greensboro 1981 — 1986
Bachelor of Arts (BA), Economics
Bank of America August 1995 - Present
Banc of America Securities 2006 - 2009
Education
University of North Carolina at Greensboro 1981 — 1986
Bachelor of Arts (BA), Economics
Sridhar Pammi, PMP's Banc of America Securities Experience 1999 - May 2001
Job Director at Skava
Industry Retail
Experience
Skava March 2015 - Present
Under Armour January 2014 - February 2015
Under Armour July 2013 - December 2013
Orvis July 2012 - June 2013
Orvis May 2001 - June 2012
Banc of America Securities 1999 - May 2001
Skills
Business Intelligence, Multi-channel Retail, Project Management, SDLC, Data Warehousing, Software Project..., Retail, Databases, E-commerce, IT Management, Process Improvement, Business Analysis, CRM, IT Strategy, Analytics, Requirements Analysis
Education
University of Mysore 1988 — 1992
Bachelors, Electronics and Communications
Little Flower Junior College 1986 — 1988
St.Paul's High School 1975 — 1986
Skava March 2015 - Present
Under Armour January 2014 - February 2015
Under Armour July 2013 - December 2013
Orvis July 2012 - June 2013
Orvis May 2001 - June 2012
Banc of America Securities 1999 - May 2001
Skills
Business Intelligence, Multi-channel Retail, Project Management, SDLC, Data Warehousing, Software Project..., Retail, Databases, E-commerce, IT Management, Process Improvement, Business Analysis, CRM, IT Strategy, Analytics, Requirements Analysis
Education
University of Mysore 1988 — 1992
Bachelors, Electronics and Communications
Little Flower Junior College 1986 — 1988
St.Paul's High School 1975 — 1986
Ted Pfiffner's Banc of America Securities Experience March 1995 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
J&K Health Consulting (JKHC) February 2009 - Present
SunTrust Bank / SunTrust Robinson Humphrey September 2007 - February 2009
J.P. Morgan / Bank One Capital Markets June 2001 - September 2004
Banc of America Securities March 1995 - June 2001
Household Intl / Hamilton Investments October 1993 - February 1995
Household Intl / Household Bank March 1992 - September 1993
Oppenheimer & Co. July 1991 - February 1992
Skills
Capital Markets, Banking, Corporate Finance, Fixed Income, Bonds, Derivatives, DCM, Credit Risk, Foreign Exchange Risk..., Financial Structuring, Due Diligence, Finance
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance
J&K Health Consulting (JKHC) February 2009 - Present
SunTrust Bank / SunTrust Robinson Humphrey September 2007 - February 2009
J.P. Morgan / Bank One Capital Markets June 2001 - September 2004
Banc of America Securities March 1995 - June 2001
Household Intl / Hamilton Investments October 1993 - February 1995
Household Intl / Household Bank March 1992 - September 1993
Oppenheimer & Co. July 1991 - February 1992
Skills
Capital Markets, Banking, Corporate Finance, Fixed Income, Bonds, Derivatives, DCM, Credit Risk, Foreign Exchange Risk..., Financial Structuring, Due Diligence, Finance
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance
Mitch Rose's Banc of America Securities Experience June 2006 - July 2009
Job Lead Analyst Sales and Finance Analytics at Pivotal
Industry Financial Services
Experience
Pivotal Software, Inc. January 2015 - Present
Pivotal May 2014 - January 2015
The North Highland Company March 2011 - April 2014
Banc of America Securities June 2006 - July 2009
Carolina Capital Markets June 2005 - May 2006
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Services, Predictive Analytics, Mergers & Acquisitions, Business Process..., Finance, SQL, Python, Statistical Modeling, Risk Management, Business Analysis, Program Management, Analysis, Management Consulting, Corporate Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Business Administration - Finance, Entrepreneurship
Charlotte Latin
Pivotal Software, Inc. January 2015 - Present
Pivotal May 2014 - January 2015
The North Highland Company March 2011 - April 2014
Banc of America Securities June 2006 - July 2009
Carolina Capital Markets June 2005 - May 2006
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Services, Predictive Analytics, Mergers & Acquisitions, Business Process..., Finance, SQL, Python, Statistical Modeling, Risk Management, Business Analysis, Program Management, Analysis, Management Consulting, Corporate Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Business Administration - Finance, Entrepreneurship
Charlotte Latin
David Ciruli's Banc of America Securities Experience 1988 - May 2003
Job Managing Director at JMP Securities
Industry Financial Services
Experience
JMP Securities August 2010 - Present
Castle Peak Asset Management 2003 - January 2010
Banc of America Securities 1988 - May 2003
Skills
Equities, Mutual Funds, Sales, Hedge Funds, Investments, Alternative Investments
Education
University of Michigan 1983 — 1987
BA, Economics
University of Michigan
JMP Securities August 2010 - Present
Castle Peak Asset Management 2003 - January 2010
Banc of America Securities 1988 - May 2003
Skills
Equities, Mutual Funds, Sales, Hedge Funds, Investments, Alternative Investments
Education
University of Michigan 1983 — 1987
BA, Economics
University of Michigan
Sarah Szczerbicki's Banc of America Securities Experience January 2007 - April 2008
Job Director of Finance and Operations at New Frontier Foods Inc.
Industry Financial Services
Experience
New Frontier Foods Inc. November 2013 - Present
Williams-Sonoma, Inc. March 2013 - November 2013
Bank of America August 2008 - October 2012
Banc of America Securities January 2007 - April 2008
Skills
Portfolio Management, Valuation, Capital Markets, Equities, Financial Modeling, Loan Origination, Treasury
Education
University of North Carolina at Chapel Hill 2004 — 2006
BSBA, Business Administration
New Frontier Foods Inc. November 2013 - Present
Williams-Sonoma, Inc. March 2013 - November 2013
Bank of America August 2008 - October 2012
Banc of America Securities January 2007 - April 2008
Skills
Portfolio Management, Valuation, Capital Markets, Equities, Financial Modeling, Loan Origination, Treasury
Education
University of North Carolina at Chapel Hill 2004 — 2006
BSBA, Business Administration
Josh Myerberg's Banc of America Securities Experience June 2004 - June 2006
Job Executive Director at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2006 - Present
Banc of America Securities June 2004 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Real Estate
Washington and Lee University 1996 — 2000
BA, Economics
Morgan Stanley July 2006 - Present
Banc of America Securities June 2004 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Real Estate
Washington and Lee University 1996 — 2000
BA, Economics
Robert Bernstein's Banc of America Securities Experience June 2006 - August 2006
Job Vice President at The Related Companies
Industry Real Estate
Experience
Related Companies August 2011 - Present
Pharos Hospitality July 2010 - June 2011
Bank of America Merrill Lynch July 2007 - June 2010
Banc of America Securities June 2006 - August 2006
CIBC World Markets June 2005 - August 2005
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business
Related Companies August 2011 - Present
Pharos Hospitality July 2010 - June 2011
Bank of America Merrill Lynch July 2007 - June 2010
Banc of America Securities June 2006 - August 2006
CIBC World Markets June 2005 - August 2005
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business
Kenneth Brooks's Banc of America Securities Experience June 2007 - August 2007
Job BB&T
Industry Financial Services
Experience
BB&T July 2008 - Present
Banc of America Securities June 2007 - August 2007
Wachovia Securities April 2004 - June 2006
James River Capital November 2002 - April 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Virginia 1998 — 2002
BS, Commerce
BB&T July 2008 - Present
Banc of America Securities June 2007 - August 2007
Wachovia Securities April 2004 - June 2006
James River Capital November 2002 - April 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Virginia 1998 — 2002
BS, Commerce
Brad Nave's Banc of America Securities Experience May 2008 - August 2008
Job Trade Desk at thinkorswim
Industry Investment Management
Experience
thinkorswim October 2011 - Present
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
Banc of America Securities May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Series 24, Series 34, Options, FINRA, FX Options, Derivatives, Equities, Foreign Exchange, Finance, Investments, Risk Management
Education
University of Nebraska at Kearney 2004 — 2008
Bachelor of Science, Finance, Economics
thinkorswim October 2011 - Present
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
Banc of America Securities May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Series 24, Series 34, Options, FINRA, FX Options, Derivatives, Equities, Foreign Exchange, Finance, Investments, Risk Management
Education
University of Nebraska at Kearney 2004 — 2008
Bachelor of Science, Finance, Economics
Peter Roy, CFA's Banc of America Securities Experience May 2001 - August 2001
Job Portfolio Manager at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors 2013 - Present
PNC Capital Advisors 2003 - 2013
Banc of America Securities May 2001 - August 2001
Nuveen Investments 1997 - 2000
Skills
Chartered Financial...
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Finance
University of Dayton 1992 — 1996
BA, English
PNC Capital Advisors 2013 - Present
PNC Capital Advisors 2003 - 2013
Banc of America Securities May 2001 - August 2001
Nuveen Investments 1997 - 2000
Skills
Chartered Financial...
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Finance
University of Dayton 1992 — 1996
BA, English
Cam Anderson's Banc of America Securities Experience May 1998 - July 1999
Job Director of Operations at FPR Partners
Industry Investment Management
Experience
FPR Partners July 2013 - Present
Cavalry Asset Management December 2006 - June 2013
Robert Half International / Accountemps August 2006 - November 2006
Merrill Lynch September 2004 - May 2006
Prescient Capital, LLC & WideOrbit, Inc. August 1999 - September 2004
Banc of America Securities May 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), English
FPR Partners July 2013 - Present
Cavalry Asset Management December 2006 - June 2013
Robert Half International / Accountemps August 2006 - November 2006
Merrill Lynch September 2004 - May 2006
Prescient Capital, LLC & WideOrbit, Inc. August 1999 - September 2004
Banc of America Securities May 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), English
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS