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
Steve Ayala Steve Ayala's Banc of America Securities Experience July 1996 - June 2005
Job President of Clinverse, Inc.
Industry Computer Software
Experience
Clinverse, Inc. July 2008 - Present
Banc of America Securities July 1996 - June 2005
Executive Life Insurance Company 1990 - 1994
Deloitte & Touche 1987 - 1990
Skills
Start-ups, Business Development, SaaS, Budgets, Strategic Planning, Enterprise Software, Business Strategy, Leadership, Healthcare, Project Management, New Business Development, Venture Capital, Sales Operations, Account Management, Strategy, Clinical Trials, Strategic Partnerships
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Finance
University of Southern California 1983 — 1987
Bachelor of Science, Accounting
Clinverse, Inc. July 2008 - Present
Banc of America Securities July 1996 - June 2005
Executive Life Insurance Company 1990 - 1994
Deloitte & Touche 1987 - 1990
Skills
Start-ups, Business Development, SaaS, Budgets, Strategic Planning, Enterprise Software, Business Strategy, Leadership, Healthcare, Project Management, New Business Development, Venture Capital, Sales Operations, Account Management, Strategy, Clinical Trials, Strategic Partnerships
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Finance
University of Southern California 1983 — 1987
Bachelor of Science, Accounting
Paul Baker Paul Baker's Banc of America Securities Experience June 2005 - June 2008
Job SVP, Business Manager
Industry Printing
Experience
Cenveo June 2014 - Present
Cenveo January 2012 - May 2014
Cenveo March 2011 - December 2011
Geovesi Services June 2010 - March 2011
Geovesi Services (EarthWater Global) July 2008 - May 2010
Banc of America Securities June 2005 - June 2008
Updata Partners 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Business Strategy, Mergers, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Georgetown Preparatory School 1998 — 2002
Cenveo June 2014 - Present
Cenveo January 2012 - May 2014
Cenveo March 2011 - December 2011
Geovesi Services June 2010 - March 2011
Geovesi Services (EarthWater Global) July 2008 - May 2010
Banc of America Securities June 2005 - June 2008
Updata Partners 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Business Strategy, Mergers, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Georgetown Preparatory School 1998 — 2002
Justin Overdorff Justin Overdorff's Banc of America Securities Experience June 2004 - October 2005
Job Business Development & Partnerships at Stripe
Industry Internet
Experience
Stripe 2015 - Present
Yelp 2014 - 2015
Yelp 2012 - 2014
TechStars 2011 - 2012
Summit Partners 2008 - 2009
Summit Partners 2005 - 2008
Banc of America Securities June 2004 - October 2005
Wachovia Securities (Acquired by Wells Fargo) May 2003 - August 2003
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Venture Capital, Business Development, Competitive Analysis, Due Diligence, Market Research, Financial Modeling, Analytics, Corporate Development, Strategic Thinking, Investments, Cross-functional Team..., Mobile Strategy, Mobile Applications, Product Management, Finance, Consulting
Education
The College of William and Mary
BBA, Finance
University of Pennsylvania - The Wharton School
MBA, Entrepreneurship
Stripe 2015 - Present
Yelp 2014 - 2015
Yelp 2012 - 2014
TechStars 2011 - 2012
Summit Partners 2008 - 2009
Summit Partners 2005 - 2008
Banc of America Securities June 2004 - October 2005
Wachovia Securities (Acquired by Wells Fargo) May 2003 - August 2003
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Venture Capital, Business Development, Competitive Analysis, Due Diligence, Market Research, Financial Modeling, Analytics, Corporate Development, Strategic Thinking, Investments, Cross-functional Team..., Mobile Strategy, Mobile Applications, Product Management, Finance, Consulting
Education
The College of William and Mary
BBA, Finance
University of Pennsylvania - The Wharton School
MBA, Entrepreneurship
Neerav Agrawal Neerav Agrawal's Banc of America Securities Experience June 2006 - September 2008
Job Prime Brokerage Risk Manager
Industry Banking
Experience
Scotiabank September 2011 - Present
BNP Paribas October 2008 - August 2011
Banc of America Securities June 2006 - September 2008
ZS Associates July 2004 - June 2006
Bank One January 2004 - July 2004
Skills
Risk, Prime Brokerage, Equities, Financial Modeling, Hedge Funds, Risk Management, Financial Markets, Bloomberg, Securities, Financial Risk, Fixed Income, Derivatives, Investment Banking, Finance, Capital Markets, Structured Products, Portfolio Management, Alternative Investments, Options, Structured Finance
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Computer Science & Engineering, Business
University of Pennsylvania - The Wharton School 1999 — 2003
BSE, Management, Finance
Lenape High School 1995 — 1999
High School
Scotiabank September 2011 - Present
BNP Paribas October 2008 - August 2011
Banc of America Securities June 2006 - September 2008
ZS Associates July 2004 - June 2006
Bank One January 2004 - July 2004
Skills
Risk, Prime Brokerage, Equities, Financial Modeling, Hedge Funds, Risk Management, Financial Markets, Bloomberg, Securities, Financial Risk, Fixed Income, Derivatives, Investment Banking, Finance, Capital Markets, Structured Products, Portfolio Management, Alternative Investments, Options, Structured Finance
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Computer Science & Engineering, Business
University of Pennsylvania - The Wharton School 1999 — 2003
BSE, Management, Finance
Lenape High School 1995 — 1999
High School
Carol Roth Carol Roth's Banc of America Securities Experience 1995 - 2000
Job CNBC Contributor (TV), Radio Host, Recovering Investment Banker, NY Times Bestselling Author & Brand Spokesperson
Industry Investment Banking
Experience
CNBC February 2013 - Present
CarolRoth.com September 2009 - Present
Intercap Merchant Partners 2004 - Present
WGN Radio December 2012 - June 2013
Montgomery Securities 1995 - 2000
Banc of America Securities 1995 - 2000
Skills
On Air Talent, Television, Spokesperson, Content Development, Online Content Creation, Media Spokesperson, Licensing, Conference Speaking, Mergers, Joint Ventures, Business Strategy, Loyalty Programs, Monetization, Start-ups, Public Speaking, Customer Loyalty, Writing, Corporate Finance, Negotiation, Strategy Development, Business Planning, IPO, Content Creation, Strategic Partnerships, Published Author, Small Business, Influencer Marketing, Blogging, New Business Development, Brand Loyalty, Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Finance and Management
Deerfield High School 1987 — 1991
CNBC February 2013 - Present
CarolRoth.com September 2009 - Present
Intercap Merchant Partners 2004 - Present
WGN Radio December 2012 - June 2013
Montgomery Securities 1995 - 2000
Banc of America Securities 1995 - 2000
Skills
On Air Talent, Television, Spokesperson, Content Development, Online Content Creation, Media Spokesperson, Licensing, Conference Speaking, Mergers, Joint Ventures, Business Strategy, Loyalty Programs, Monetization, Start-ups, Public Speaking, Customer Loyalty, Writing, Corporate Finance, Negotiation, Strategy Development, Business Planning, IPO, Content Creation, Strategic Partnerships, Published Author, Small Business, Influencer Marketing, Blogging, New Business Development, Brand Loyalty, Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Finance and Management
Deerfield High School 1987 — 1991
Paul Duong Paul Duong's Banc of America Securities Experience 1998 - 2000
Job Lead Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
Banc of America Securities 1998 - 2000
Skills
Equities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Securities
Education
University of San Francisco - School of Management 1995 — 1998
TIAA-CREF December 2013 - Present
Banc of America Securities 1998 - 2000
Skills
Equities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Securities
Education
University of San Francisco - School of Management 1995 — 1998
Paul F. Dowding Paul F. Dowding's Banc of America Securities Experience March 2003 - October 2007
Job Managing Director, Financial Services Strategy & Solutions Practice at Gartland and Mellina Group
Industry Financial Services
Experience
Gartland and Mellina Group July 2015 - Present
Putney Bridge Enterprises June 2001 - Present
BNY Mellon May 2013 - May 2015
Meridian Equity Partners July 2009 - December 2012
Banc of America Securities March 2003 - October 2007
Parvidya Design Partners November 2002 - February 2006
Goldman Sachs June 2000 - May 2001
The Chase Manhattan Bank October 1998 - June 2000
Morgan Stanley 1996 - 1998
The Chase Manhattan Bank October 1988 - January 1996
Skills
Equities, Fixed Income, Prime Brokerage, Capital Markets, Asset Management, Derivatives, Trading Systems, Hedge Funds, Financial Services, Global Custody, Mutual Funds, Securities, Investment Banking, Options, ETFs, Business Strategy, Business Process Design, Alternative Investments, Currency, Settlement, Market Data, Asset Managment, Trading, FX Options, Private Wealth..., Trade Execution, FX, Service Delivery, MIS, Product Development, Latin America, Swaps, Securities Lending, Electronic Trading, Corporate Actions, Valuation, Settlements, Equity Derivatives, Buy-side, Financial Markets, Series 7, Back Office, Fund Administration, Collateral Management, Series 63, Wealth Management, Emerging Markets, Private Banking, Reference Data, Strategy
Education
University of Southampton 1982 — 1985
Bachelor of Science (BSc), Bachelor of Science (Hons) Aeronautics & Astronautics
Gartland and Mellina Group July 2015 - Present
Putney Bridge Enterprises June 2001 - Present
BNY Mellon May 2013 - May 2015
Meridian Equity Partners July 2009 - December 2012
Banc of America Securities March 2003 - October 2007
Parvidya Design Partners November 2002 - February 2006
Goldman Sachs June 2000 - May 2001
The Chase Manhattan Bank October 1998 - June 2000
Morgan Stanley 1996 - 1998
The Chase Manhattan Bank October 1988 - January 1996
Skills
Equities, Fixed Income, Prime Brokerage, Capital Markets, Asset Management, Derivatives, Trading Systems, Hedge Funds, Financial Services, Global Custody, Mutual Funds, Securities, Investment Banking, Options, ETFs, Business Strategy, Business Process Design, Alternative Investments, Currency, Settlement, Market Data, Asset Managment, Trading, FX Options, Private Wealth..., Trade Execution, FX, Service Delivery, MIS, Product Development, Latin America, Swaps, Securities Lending, Electronic Trading, Corporate Actions, Valuation, Settlements, Equity Derivatives, Buy-side, Financial Markets, Series 7, Back Office, Fund Administration, Collateral Management, Series 63, Wealth Management, Emerging Markets, Private Banking, Reference Data, Strategy
Education
University of Southampton 1982 — 1985
Bachelor of Science (BSc), Bachelor of Science (Hons) Aeronautics & Astronautics
Kim D'Onofrio Kim D'Onofrio's Banc of America Securities Experience 2000 - 2002
Job Director Retail Distribution Finance at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
MetLife August 2013 - November 2014
BlueTarp Financial March 2006 - August 2013
American Asset Corporation 2005 - 2006
Aerotek 2004 - 2005
Triangle Capital Partners 2002 - 2003
Banc of America Securities 2000 - 2002
Bank of America 1999 - 2000
Skills
Financial Modeling, Financial Analysis, Forecasting, Finance, Financial Reporting, Financial Services, Credit Analysis, Valuation, Portfolio Management, Financial Statement..., Investment Banking, Managerial Finance, Budget Process, Budget Forecasts, Credit Risk
Education
University of South Carolina - Darla Moore School of Business 1995 — 1999
Bachelor of Science, Finance
MetLife November 2014 - Present
MetLife August 2013 - November 2014
BlueTarp Financial March 2006 - August 2013
American Asset Corporation 2005 - 2006
Aerotek 2004 - 2005
Triangle Capital Partners 2002 - 2003
Banc of America Securities 2000 - 2002
Bank of America 1999 - 2000
Skills
Financial Modeling, Financial Analysis, Forecasting, Finance, Financial Reporting, Financial Services, Credit Analysis, Valuation, Portfolio Management, Financial Statement..., Investment Banking, Managerial Finance, Budget Process, Budget Forecasts, Credit Risk
Education
University of South Carolina - Darla Moore School of Business 1995 — 1999
Bachelor of Science, Finance
Michael Weissman Michael Weissman's Banc of America Securities Experience July 2004 - March 2007
Job General Manager, Platform at Vimeo
Industry Internet
Experience
Vimeo October 2013 - Present
IAC October 2011 - October 2013
Viacom February 2008 - September 2011
Universal Music Group March 2007 - February 2008
Banc of America Securities July 2004 - March 2007
Skills
Corporate Development, Investments, Digital Media, Mergers & Acquisitions, Mergers, Financial Analysis, Divestitures, Equity Research, Business Valuation, Business Strategy, Acquisition Analysis, Negotiation, Deal Structure, Digital Distribution, Restructuring, Start-ups, New Media, Digital Strategy, Business Development, Mobile Devices, Product Management, Entertainment, Internet, Music, Online Marketing, Online Video Strategy, Subscription
Education
University of Pennsylvania 1999 — 2003
Vimeo October 2013 - Present
IAC October 2011 - October 2013
Viacom February 2008 - September 2011
Universal Music Group March 2007 - February 2008
Banc of America Securities July 2004 - March 2007
Skills
Corporate Development, Investments, Digital Media, Mergers & Acquisitions, Mergers, Financial Analysis, Divestitures, Equity Research, Business Valuation, Business Strategy, Acquisition Analysis, Negotiation, Deal Structure, Digital Distribution, Restructuring, Start-ups, New Media, Digital Strategy, Business Development, Mobile Devices, Product Management, Entertainment, Internet, Music, Online Marketing, Online Video Strategy, Subscription
Education
University of Pennsylvania 1999 — 2003
Stephen Curry Stephen Curry's Banc of America Securities Experience November 1997 - January 2002
Job Managing Director Everett Advisory Partners
Industry Financial Services
Experience
Everett Advisory Partners, LLC December 2008 - Present
Bank of America August 2006 - December 2008
Bank of America February 2002 - September 2006
Banc of America Securities November 1997 - January 2002
Bank of America December 1995 - October 1997
NationsBank (Bank of America) June 1992 - November 1995
RepublicBank Texas (later NCNB) May 1986 - May 1992
Oklahoma Archaeological Survey 1984 - 1985
Skills
Mergers & Acquisitions, Strategy, Financial Modeling, Mergers, Due Diligence, Banking, Risk Management, Strategic Planning, Executive Management, Finance, Portfolio Management, Management, Valuation, Financial Services, Private Equity, Budgets, Restructuring, Business Strategy, Investment Banking, Managerial Finance, Capital Markets, Business Planning, Financial Reporting, Negotiation, Change Management, Analytics, Corporate Finance, Internal Controls, Cash Management, Operations Management, Financial Analysis, Outsourcing, Management Consulting, Investments, Leadership, Equities, Asset Management, Credit Risk, Acquisition Integration, Divestitures, Governance, Business Development, CRM, Strategic Financial..., Financial Risk, Credit, New Business Development, Acquisitions
Education
University of Oklahoma
Everett Advisory Partners, LLC December 2008 - Present
Bank of America August 2006 - December 2008
Bank of America February 2002 - September 2006
Banc of America Securities November 1997 - January 2002
Bank of America December 1995 - October 1997
NationsBank (Bank of America) June 1992 - November 1995
RepublicBank Texas (later NCNB) May 1986 - May 1992
Oklahoma Archaeological Survey 1984 - 1985
Skills
Mergers & Acquisitions, Strategy, Financial Modeling, Mergers, Due Diligence, Banking, Risk Management, Strategic Planning, Executive Management, Finance, Portfolio Management, Management, Valuation, Financial Services, Private Equity, Budgets, Restructuring, Business Strategy, Investment Banking, Managerial Finance, Capital Markets, Business Planning, Financial Reporting, Negotiation, Change Management, Analytics, Corporate Finance, Internal Controls, Cash Management, Operations Management, Financial Analysis, Outsourcing, Management Consulting, Investments, Leadership, Equities, Asset Management, Credit Risk, Acquisition Integration, Divestitures, Governance, Business Development, CRM, Strategic Financial..., Financial Risk, Credit, New Business Development, Acquisitions
Education
University of Oklahoma
Erin McCutcheon, CFA Erin McCutcheon, CFA's Banc of America Securities Experience June 2000 - July 2002
Job Asset Finance at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2014 - Present
Standard & Poor's August 2006 - November 2014
Credit Suisse June 2005 - August 2005
DUNHAM & ASSOCIATES INVESTMENT COUNSEL December 2002 - July 2004
Banc of America Securities June 2000 - July 2002
Skills
Structured Finance, Securitization, ABS, Capital Markets, Structured Products, Student Loans, Derivatives, Credit Analysis, CDO, Bonds, ISDA, Valuation, Financial Modeling
Education
New York University, Stern School of Business 2004 — 2006
MBA, Finance; Financial Instruments and Markets
University of Pennsylvania 1996 — 2000
BA, Economics
Credit Suisse December 2014 - Present
Standard & Poor's August 2006 - November 2014
Credit Suisse June 2005 - August 2005
DUNHAM & ASSOCIATES INVESTMENT COUNSEL December 2002 - July 2004
Banc of America Securities June 2000 - July 2002
Skills
Structured Finance, Securitization, ABS, Capital Markets, Structured Products, Student Loans, Derivatives, Credit Analysis, CDO, Bonds, ISDA, Valuation, Financial Modeling
Education
New York University, Stern School of Business 2004 — 2006
MBA, Finance; Financial Instruments and Markets
University of Pennsylvania 1996 — 2000
BA, Economics
Bryan Magstadt Bryan Magstadt's Banc of America Securities Experience June 2006 - August 2006
Job SVP Risk and Capital Planning at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. April 2014 - Present
PricewaterhouseCoopers LLC 2007 - Present
Banc of America Securities June 2006 - August 2006
Accenture August 2000 - July 2005
Skills
Financial Modeling, Due Diligence, Capital Markets, Risk, Credit, Portfolio Management, Corporate Finance, Strategy, Financial Risk, Financial Services, Banking, Finance, Enterprise Risk..., Business Process, Financial Analysis, Management, Consulting, Valuation, Business Analysis, Risk Management, Management Consulting, Executive Management, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Oklahoma 1996 — 2000
BBA, Finance, Management Information Systems
Santander Consumer USA Inc. April 2014 - Present
PricewaterhouseCoopers LLC 2007 - Present
Banc of America Securities June 2006 - August 2006
Accenture August 2000 - July 2005
Skills
Financial Modeling, Due Diligence, Capital Markets, Risk, Credit, Portfolio Management, Corporate Finance, Strategy, Financial Risk, Financial Services, Banking, Finance, Enterprise Risk..., Business Process, Financial Analysis, Management, Consulting, Valuation, Business Analysis, Risk Management, Management Consulting, Executive Management, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Oklahoma 1996 — 2000
BBA, Finance, Management Information Systems
John Noonan John Noonan's Banc of America Securities Experience 2006 - 2006
Job Senior Business Manager
Industry Computer Software
Experience
Microsoft June 2015 - Present
Microsoft July 2012 - May 2015
Haas School of Business August 2010 - May 2012
Microsoft May 2011 - August 2011
Cornerstone Research January 2007 - July 2010
Banc of America Securities 2006 - 2006
U.S. Department of Commerce June 2005 - August 2005
Skills
Product Management, Product Marketing, Business Strategy, Data Analysis, Market Research, Competitive Analysis, Problem Solving, Analytics, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Southern California 2002 — 2006
Bachelor of Arts, English Literature
Microsoft June 2015 - Present
Microsoft July 2012 - May 2015
Haas School of Business August 2010 - May 2012
Microsoft May 2011 - August 2011
Cornerstone Research January 2007 - July 2010
Banc of America Securities 2006 - 2006
U.S. Department of Commerce June 2005 - August 2005
Skills
Product Management, Product Marketing, Business Strategy, Data Analysis, Market Research, Competitive Analysis, Problem Solving, Analytics, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Southern California 2002 — 2006
Bachelor of Arts, English Literature
James Newell James Newell's Banc of America Securities Experience 2004 - 2008
Job VP @ IVP
Industry Venture Capital & Private Equity
Experience
Institutional Venture Partners (IVP) June 2013 - Present
zulily July 2012 - September 2012
Maveron LLC June 2012 - September 2012
Institutional Venture Partners (IVP) September 2010 - June 2011
Institutional Venture Partners September 2009 - September 2010
Bank of America Merrill Lynch August 2008 - August 2009
Banc of America Securities 2004 - 2008
Morgan Stanley Smith Barney 2003 - 2003
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Corporate Development, Due Diligence, Market Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management
University of Washington 2000 — 2005
BA, Finance; Economics
University of Washington, Michael G. Foster School of Business 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Institutional Venture Partners (IVP) June 2013 - Present
zulily July 2012 - September 2012
Maveron LLC June 2012 - September 2012
Institutional Venture Partners (IVP) September 2010 - June 2011
Institutional Venture Partners September 2009 - September 2010
Bank of America Merrill Lynch August 2008 - August 2009
Banc of America Securities 2004 - 2008
Morgan Stanley Smith Barney 2003 - 2003
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Corporate Development, Due Diligence, Market Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management
University of Washington 2000 — 2005
BA, Finance; Economics
University of Washington, Michael G. Foster School of Business 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Brian Lapid Brian Lapid's Banc of America Securities Experience January 2000 - June 2007
Job Client Technical Services at Abacus Group LLC
Industry Information Technology and Services
Experience
Abacus Group LLC September 2011 - Present
Wells Fargo August 2010 - September 2011
TIMEC Company, Inc. June 2007 - August 2010
Banc of America Securities January 2000 - June 2007
Education
University of Phoenix 1998 — 2001
Business Management/Information Systems
Abacus Group LLC September 2011 - Present
Wells Fargo August 2010 - September 2011
TIMEC Company, Inc. June 2007 - August 2010
Banc of America Securities January 2000 - June 2007
Education
University of Phoenix 1998 — 2001
Business Management/Information Systems
Jonathan Marcus Jonathan Marcus's Banc of America Securities Experience August 2000 - July 2002
Job Founder & CEO at Goodsie
Industry Internet
Experience
Goodsie.com June 2011 - Present
Hii Def Inc. April 2008 - Present
Flavors.me September 2008 - September 2012
Superkix.com May 2008 - October 2010
Vimeo April 2007 - December 2007
IAC August 2006 - March 2007
Pronto January 2005 - August 2006
IAC February 2004 - December 2004
Banc of America Securities August 2000 - July 2002
Skills
Start-ups, Management, Mergers & Acquisitions, Entrepreneurship, E-commerce, Product Development, Digital Media, User Experience, Sales, Venture Capital, Corporate Development, Mobile Devices, Strategic Partnerships, Angel Investing
Education
University of Pennsylvania 1997 — 2000
BA, Economics
La Jolla High School 1992 — 1996
Goodsie.com June 2011 - Present
Hii Def Inc. April 2008 - Present
Flavors.me September 2008 - September 2012
Superkix.com May 2008 - October 2010
Vimeo April 2007 - December 2007
IAC August 2006 - March 2007
Pronto January 2005 - August 2006
IAC February 2004 - December 2004
Banc of America Securities August 2000 - July 2002
Skills
Start-ups, Management, Mergers & Acquisitions, Entrepreneurship, E-commerce, Product Development, Digital Media, User Experience, Sales, Venture Capital, Corporate Development, Mobile Devices, Strategic Partnerships, Angel Investing
Education
University of Pennsylvania 1997 — 2000
BA, Economics
La Jolla High School 1992 — 1996
Peter Sherman Peter Sherman's Banc of America Securities Experience 2004 - 2008
Job Partner at Brevet Capital Management
Industry Investment Management
Experience
Ernst & Young May 2010 - July 2013
Bank of America Merrill Lynch January 2009 - May 2010
Banc of America Securities 2004 - 2008
Banc of America Securities 2002 - 2004
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Ernst & Young May 2010 - July 2013
Bank of America Merrill Lynch January 2009 - May 2010
Banc of America Securities 2004 - 2008
Banc of America Securities 2002 - 2004
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Scott Liebman Scott Liebman's Banc of America Securities Experience July 2007 - October 2008
Job Director of Acquisitions & Business Development at Armchem International
Industry Investment Banking
Experience
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Rob Cho Rob Cho's Banc of America Securities Experience 2000 - 2003
Job Director Health Plan Operations, Highmark
Industry Hospital & Health Care
Experience
Highmark Inc. November 2014 - Present
Brooklyn-Queens Conservatory of Music January 2012 - Present
PwC Consulting September 2012 - November 2014
Deloitte Consulting February 2011 - September 2012
Occasio Group, Inc. 2010 - 2011
APS Healthcare 2008 - 2010
Universal American Corp. 2006 - 2008
PacifiCare Health Systems 2003 - 2006
Banc of America Securities 2000 - 2003
Standard & Poor's 1996 - 1998
Skills
Strategic Planning, Cost Management, Financial Analysis, Competitive Analysis, Data Analysis, Mergers, Acquistions, Corporate Finance, Healthcare, Managed Care, Medicare, Healthcare Analytics, Healthcare Consulting, Problem Solving, Strategic Thinking, Theory of Constraints
Education
Wesleyan University 1987 — 1991
BA, Modern European History with Honors
University of Rochester - Simon Business School
MBA, Finance and Accounting
Highmark Inc. November 2014 - Present
Brooklyn-Queens Conservatory of Music January 2012 - Present
PwC Consulting September 2012 - November 2014
Deloitte Consulting February 2011 - September 2012
Occasio Group, Inc. 2010 - 2011
APS Healthcare 2008 - 2010
Universal American Corp. 2006 - 2008
PacifiCare Health Systems 2003 - 2006
Banc of America Securities 2000 - 2003
Standard & Poor's 1996 - 1998
Skills
Strategic Planning, Cost Management, Financial Analysis, Competitive Analysis, Data Analysis, Mergers, Acquistions, Corporate Finance, Healthcare, Managed Care, Medicare, Healthcare Analytics, Healthcare Consulting, Problem Solving, Strategic Thinking, Theory of Constraints
Education
Wesleyan University 1987 — 1991
BA, Modern European History with Honors
University of Rochester - Simon Business School
MBA, Finance and Accounting
Edward Weisto Edward Weisto's Banc of America Securities Experience 2007 - 2008
Job Senior Corporate Finance Executive
Industry Banking
Experience
Breakthrough Urban Ministries 2001 - Present
Associated Bank January 2008 - 2015
Banc of America Securities 2007 - 2008
LaSalle National Bank 1999 - 2007
ABN AMRO 1999 - 2007
PNC Capital Markets 1991 - 1999
Skills
Commercial Lending, Capital Markets, Commercial Banking, Leveraged Finance, Corporate Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance and Marketing
University of Wisconsin-Milwaukee 1980 — 1985
Bachelor’s Degree, Accounting
Breakthrough Urban Ministries 2001 - Present
Associated Bank January 2008 - 2015
Banc of America Securities 2007 - 2008
LaSalle National Bank 1999 - 2007
ABN AMRO 1999 - 2007
PNC Capital Markets 1991 - 1999
Skills
Commercial Lending, Capital Markets, Commercial Banking, Leveraged Finance, Corporate Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance and Marketing
University of Wisconsin-Milwaukee 1980 — 1985
Bachelor’s Degree, Accounting
P.J. Gilbert P.J. Gilbert's Banc of America Securities Experience 2006 - 2008
Job Vice President at JLL Partners
Industry Venture Capital & Private Equity
Experience
JLL Partners 2013 - Present
Cetera Financial Group 2010 - 2011
Lightyear Capital 2008 - 2010
Banc of America Securities 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Mount Saint Joseph High School 1998 — 2002
JLL Partners 2013 - Present
Cetera Financial Group 2010 - 2011
Lightyear Capital 2008 - 2010
Banc of America Securities 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Mount Saint Joseph High School 1998 — 2002
Graham Mellen Graham Mellen's Banc of America Securities Experience July 2007 - February 2009
Job Business Development & Partnerships at Sailo
Industry Financial Services
Experience
Sailo June 2015 - Present
Goto Capital Markets February 2013 - February 2015
Macquarie Capital (USA) Inc. December 2009 - September 2011
Banc of America Securities July 2007 - February 2009
Banc of America Securities June 2006 - July 2007
HSBC June 2005 - August 2005
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Financial Analysis, High Yield, Leveraged Finance, Leveraged Lending, Pitch Books, Sailing, High Grade, Bond Markets, Valuation, Structured Finance, Corporate Finance, Fixed Income, Private Equity, Financial Modeling, Credit Risk, Investments, Equities, Due Diligence
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science in Economics, Finance & Real Estate
Sailo June 2015 - Present
Goto Capital Markets February 2013 - February 2015
Macquarie Capital (USA) Inc. December 2009 - September 2011
Banc of America Securities July 2007 - February 2009
Banc of America Securities June 2006 - July 2007
HSBC June 2005 - August 2005
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Financial Analysis, High Yield, Leveraged Finance, Leveraged Lending, Pitch Books, Sailing, High Grade, Bond Markets, Valuation, Structured Finance, Corporate Finance, Fixed Income, Private Equity, Financial Modeling, Credit Risk, Investments, Equities, Due Diligence
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science in Economics, Finance & Real Estate
Charles VanTassell Charles VanTassell's Banc of America Securities Experience June 2010 - August 2010
Job Balance Sheet Associate
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America July 2013 - April 2014
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Banc of America Securities June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors, Finance, Management, Legal Studies
Bank of America April 2014 - Present
Bank of America July 2013 - April 2014
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Banc of America Securities June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors, Finance, Management, Legal Studies
Stephanie Landry Stephanie Landry's Banc of America Securities Experience June 2007 - August 2007
Job Wharton MBA Graduate
Industry Consumer Electronics
Experience
Apple May 2014 - August 2014
Bridgewater Associates December 2010 - May 2013
Citadel Investment Group July 2008 - June 2010
Banc of America Securities June 2007 - August 2007
Goldman Sachs Asset Management June 2006 - August 2006
TransPerfect Translations June 2005 - August 2005
Skills
Strategy, Data Analysis, Analytics, Project Management, Cross-functional..., Data Management, Big Data, Leadership, Business Development, A/B Testing, Tableau, Spotfire, Due Diligence, Pay Close Attention to..., Employee Training, Capital Markets, Presentations, Emerging Markets, Persuasive Presentations, Financial Analysis, Fixed Income, Management, Analysis
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Operations and Information Management; Marketing
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science, Finance and Economics
Apple May 2014 - August 2014
Bridgewater Associates December 2010 - May 2013
Citadel Investment Group July 2008 - June 2010
Banc of America Securities June 2007 - August 2007
Goldman Sachs Asset Management June 2006 - August 2006
TransPerfect Translations June 2005 - August 2005
Skills
Strategy, Data Analysis, Analytics, Project Management, Cross-functional..., Data Management, Big Data, Leadership, Business Development, A/B Testing, Tableau, Spotfire, Due Diligence, Pay Close Attention to..., Employee Training, Capital Markets, Presentations, Emerging Markets, Persuasive Presentations, Financial Analysis, Fixed Income, Management, Analysis
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Operations and Information Management; Marketing
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science, Finance and Economics
Stavros Koutsantonis, CFA Stavros Koutsantonis, CFA's Banc of America Securities Experience 2000 - 2003
Job Director Portfolio Manager, Head of Opportunistic Strategies at Brookfield Investment Management
Industry Investment Management
Experience
Brookfield Investment Management 2013 - Present
Millennium Partners - OmniVista Capital Management 2011 - 2013
Fidelity Management & Research Company 2006 - 2009
Davidson Capital Management June 2005 - August 2005
Hellenic Armed Forces 2003 - 2004
Banc of America Securities 2000 - 2003
Skills
Equity Research, Industrials, Basic Materials, Hedge Funds, Economics, Mutual Funds, Financial Institutions, Equities
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Strategic Management
Yale University 1996 — 2000
BA, Economics
University of Oxford 1999 — 1999
study abroad, International Finance, Competitive Strategy
Brookfield Investment Management 2013 - Present
Millennium Partners - OmniVista Capital Management 2011 - 2013
Fidelity Management & Research Company 2006 - 2009
Davidson Capital Management June 2005 - August 2005
Hellenic Armed Forces 2003 - 2004
Banc of America Securities 2000 - 2003
Skills
Equity Research, Industrials, Basic Materials, Hedge Funds, Economics, Mutual Funds, Financial Institutions, Equities
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Strategic Management
Yale University 1996 — 2000
BA, Economics
University of Oxford 1999 — 1999
study abroad, International Finance, Competitive Strategy
Rohak Doshi Rohak Doshi's Banc of America Securities Experience June 2009 - August 2009
Job Analyst at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management August 2014 - Present
Leonard Green & Partners August 2012 - July 2014
Bank of America Merrill Lynch July 2010 - June 2012
Banc of America Securities June 2009 - August 2009
Sperry, Mitchell, and Company, Inc June 2008 - August 2008
Credit Suisse May 2008 - May 2008
Credit Suisse 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Corporate Finance, Due Diligence, Capital IQ, Financial Analysis, Capital Markets, DCF
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS in Economics, Concentrations: Finance and Accounting; Minor: History
Herricks High School 2002 — 2006
Moore Capital Management August 2014 - Present
Leonard Green & Partners August 2012 - July 2014
Bank of America Merrill Lynch July 2010 - June 2012
Banc of America Securities June 2009 - August 2009
Sperry, Mitchell, and Company, Inc June 2008 - August 2008
Credit Suisse May 2008 - May 2008
Credit Suisse 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Corporate Finance, Due Diligence, Capital IQ, Financial Analysis, Capital Markets, DCF
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS in Economics, Concentrations: Finance and Accounting; Minor: History
Herricks High School 2002 — 2006
Frederic LeCao Frederic LeCao's Banc of America Securities Experience June 2004 - January 2006
Job Vice President at UC Funds
Industry Venture Capital & Private Equity
Experience
UC Funds September 2015 - Present
Greenwood Energy July 2012 - September 2015
BlackRock January 2006 - May 2010
Banc of America Securities June 2004 - January 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, Renewable Energy, Mergers & Acquisitions, Acquisitions, Alternative Energy, Equities, Solar Energy, Emerging Markets, Investments, Corporate Development, Due Diligence, M&A experience, Management, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Southern California - Marshall School of Business 2000 — 2004
BS, Business (International Relations)
UC Funds September 2015 - Present
Greenwood Energy July 2012 - September 2015
BlackRock January 2006 - May 2010
Banc of America Securities June 2004 - January 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, Renewable Energy, Mergers & Acquisitions, Acquisitions, Alternative Energy, Equities, Solar Energy, Emerging Markets, Investments, Corporate Development, Due Diligence, M&A experience, Management, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Southern California - Marshall School of Business 2000 — 2004
BS, Business (International Relations)
Vu Ly Vu Ly's Banc of America Securities Experience September 1999 - February 2002
Job Director, Shortterm Funding at National Rural Utilities Cooperative Finance Corporation
Industry Financial Services
Experience
National Rural Utilities Cooperative Finance Corporation April 2011 - Present
National Rural Utilities Cooperative Finance Corporation January 2010 - April 2011
National Rural Utilities Cooperative Finance Corporation November 2005 - January 2010
Standard & Poor's August 2004 - September 2005
Allied Capital June 2003 - September 2003
Banc of America Securities September 1999 - February 2002
Skills
Corporate Finance, Capital Markets, Due Diligence, Valuation, Finance, Business Valuation, Investments, Financial Analysis, Private Equity, Funding, Credit, Financial Services, Financial Risk, Financial Structuring, Cash Management
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance & Corporate Accounting
Virginia Commonwealth University 1994 — 1997
Bachelor of Science, Finance
National Rural Utilities Cooperative Finance Corporation April 2011 - Present
National Rural Utilities Cooperative Finance Corporation January 2010 - April 2011
National Rural Utilities Cooperative Finance Corporation November 2005 - January 2010
Standard & Poor's August 2004 - September 2005
Allied Capital June 2003 - September 2003
Banc of America Securities September 1999 - February 2002
Skills
Corporate Finance, Capital Markets, Due Diligence, Valuation, Finance, Business Valuation, Investments, Financial Analysis, Private Equity, Funding, Credit, Financial Services, Financial Risk, Financial Structuring, Cash Management
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance & Corporate Accounting
Virginia Commonwealth University 1994 — 1997
Bachelor of Science, Finance
Ori Goldman Ori Goldman's Banc of America Securities Experience June 2008 - August 2008
Job Co Founder & CEO at Loftey
Industry Banking
Experience
Loftey February 2015 - Present
RBC Capital Markets February 2014 - February 2015
Bank of America Merrill Lynch July 2009 - January 2014
Banc of America Securities June 2008 - August 2008
Arrow Partners May 2007 - July 2007
Skills
Structured Products, Structured Finance, Fixed Income Trading, Fixed Income, Reverse Mortgages, Residential Mortgages, Cash Flow, CAS, VBA, Data Analysis, Cash Flow Forecasting, Securities, Risk Management, Excel, CDS, Credit Derivatives, Entrepreneurship, Market Analysis, Mathematics, Microsoft Excel, Asset Management
Education
University of Rochester 2005 — 2009
B.A., Mathematics, Financial Economics
Loftey February 2015 - Present
RBC Capital Markets February 2014 - February 2015
Bank of America Merrill Lynch July 2009 - January 2014
Banc of America Securities June 2008 - August 2008
Arrow Partners May 2007 - July 2007
Skills
Structured Products, Structured Finance, Fixed Income Trading, Fixed Income, Reverse Mortgages, Residential Mortgages, Cash Flow, CAS, VBA, Data Analysis, Cash Flow Forecasting, Securities, Risk Management, Excel, CDS, Credit Derivatives, Entrepreneurship, Market Analysis, Mathematics, Microsoft Excel, Asset Management
Education
University of Rochester 2005 — 2009
B.A., Mathematics, Financial Economics
Renaud Pelletier Renaud Pelletier's Banc of America Securities Experience April 2007 - April 2009
Job Chief Financial Officer at Finiti Media
Industry Financial Services
Experience
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
Joseph Weiler's Banc of America Securities Experience May 2007 - August 2007
Job Research Analyst at SAC Capital
Industry Financial Services
Experience
SAC Capital November 2012 - Present
Global Knowledge Training October 2011 - October 2012
MidOcean Partners September 2010 - October 2012
Bank of America Merrill Lynch June 2008 - August 2010
Banc of America Securities May 2007 - August 2007
Tierra Capital May 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, LBO, Due Diligence, Hedge Funds, Investments, Corporate Finance, Capital Markets, Corporate Development, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance
SAC Capital November 2012 - Present
Global Knowledge Training October 2011 - October 2012
MidOcean Partners September 2010 - October 2012
Bank of America Merrill Lynch June 2008 - August 2010
Banc of America Securities May 2007 - August 2007
Tierra Capital May 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, LBO, Due Diligence, Hedge Funds, Investments, Corporate Finance, Capital Markets, Corporate Development, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance
Chris Hagen's Banc of America Securities Experience September 2007 - December 2007
Job Debt Capital Markets at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2014 - Present
Macquarie Bank July 2010 - August 2014
Macquarie Capital Advisors August 2009 - July 2010
Thrivent Financial for Lutherans May 2008 - August 2008
Banc of America Securities September 2007 - December 2007
Dougherty & Company June 2007 - August 2007
Dougherty & Company June 2006 - August 2006
Skills
Investment Banking, Finance, Credit, Loans, Hedge Funds, Valuation, Financial Modeling, Investments, Analysis, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Piper Jaffray August 2014 - Present
Macquarie Bank July 2010 - August 2014
Macquarie Capital Advisors August 2009 - July 2010
Thrivent Financial for Lutherans May 2008 - August 2008
Banc of America Securities September 2007 - December 2007
Dougherty & Company June 2007 - August 2007
Dougherty & Company June 2006 - August 2006
Skills
Investment Banking, Finance, Credit, Loans, Hedge Funds, Valuation, Financial Modeling, Investments, Analysis, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Andrew Olsen, CFA Andrew Olsen, CFA's Banc of America Securities Experience May 2004 - August 2004
Job Vice President at Boathouse Capital | Private Equity Investor
Industry Financial Services
Experience
Boathouse Capital March 2010 - Present
Morgan Stanley July 2005 - February 2010
Banc of America Securities May 2004 - August 2004
Skills
Private Equity, Financial Modeling, Mezzanine, Equity Research, Financial Accounting, Stocks, Microsoft Excel, M&A experience, Mergers & Acquisitions, Corporate Finance, Valuation, Leveraged Lending, Buyouts, Financial Analysis, Financial Forecasting, Capital Markets, Capital IQ, Capital Raising, PowerPoint, Due Diligence, Investments, Equities, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science in Economics, Finance, Accounting, Management
Westfield High School 1997 — 2001
Boathouse Capital March 2010 - Present
Morgan Stanley July 2005 - February 2010
Banc of America Securities May 2004 - August 2004
Skills
Private Equity, Financial Modeling, Mezzanine, Equity Research, Financial Accounting, Stocks, Microsoft Excel, M&A experience, Mergers & Acquisitions, Corporate Finance, Valuation, Leveraged Lending, Buyouts, Financial Analysis, Financial Forecasting, Capital Markets, Capital IQ, Capital Raising, PowerPoint, Due Diligence, Investments, Equities, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science in Economics, Finance, Accounting, Management
Westfield High School 1997 — 2001
Jelena Holaves Jelena Holaves's Banc of America Securities Experience 2004 - 2006
Job Vice President, Corporate & Investment Bank Experienced & Executive Recruiting at J.P. Morgan
Industry Investment Banking
Experience
BellUno Search 2009 - 2013
Goldman Sachs 2006 - 2009
Banc of America Securities 2004 - 2006
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Equities, Hedge Funds, Financial Analysis, Fixed Income, Bloomberg, LBO, Investments, Due Diligence, Sales, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
BellUno Search 2009 - 2013
Goldman Sachs 2006 - 2009
Banc of America Securities 2004 - 2006
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Equities, Hedge Funds, Financial Analysis, Fixed Income, Bloomberg, LBO, Investments, Due Diligence, Sales, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Andy Chediak's Banc of America Securities Experience June 2004 - August 2004
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays Capital October 2014 - Present
Barclays Capital August 2013 - October 2014
Macquarie Capital (USA) Inc. July 2010 - 2012
Macquarie Capital (USA) Inc. July 2008 - June 2010
Macquarie Bank April 2007 - June 2008
Giuliani Capital Advisors 2006 - April 2007
Centre Partners Management 2005 - 2005
Banc of America Securities June 2004 - August 2004
Skills
Investment Banking, Restructuring, Corporate Finance, Cross-border M&A, Acquisitions, Distressed Debt, Capital Raising, Mergers, Private Equity, Microsoft Excel, PowerPoint, Capital Markets, Equities, LBO, Financial Modeling, Due Diligence, Special Situations, Valuation, Mergers & Acquisitions, Debt Restructuring, Investments, Finance, Leveraged Finance, M&A experience, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science, Economics with Concentration in Finance
Barclays Capital October 2014 - Present
Barclays Capital August 2013 - October 2014
Macquarie Capital (USA) Inc. July 2010 - 2012
Macquarie Capital (USA) Inc. July 2008 - June 2010
Macquarie Bank April 2007 - June 2008
Giuliani Capital Advisors 2006 - April 2007
Centre Partners Management 2005 - 2005
Banc of America Securities June 2004 - August 2004
Skills
Investment Banking, Restructuring, Corporate Finance, Cross-border M&A, Acquisitions, Distressed Debt, Capital Raising, Mergers, Private Equity, Microsoft Excel, PowerPoint, Capital Markets, Equities, LBO, Financial Modeling, Due Diligence, Special Situations, Valuation, Mergers & Acquisitions, Debt Restructuring, Investments, Finance, Leveraged Finance, M&A experience, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science, Economics with Concentration in Finance
Matthew Hipps's Banc of America Securities Experience 1997 - 2002
Job President at FlyBuy Technologies
Industry Consumer Services
Experience
FlyBuy Technologies October 2014 - Present
All Things Youth Sports April 2014 - Present
CPCM February 2011 - December 2013
MorganStanley SmithBarney May 2002 - February 2011
Banc of America Securities 1997 - 2002
Montgomery Securities 1993 - 2002
Skills
IRAs, Alternative Investments, Series 7, Series 63, Investments, Management, Strategic Planning, Business Development, Asset Allocation, Asset Management, Strategic Partnerships, Securities, Strategy, Wealth Management, Hedge Funds, Equities, Mergers & Acquisitions, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Retirement Planning
Education
University of Pennsylvania 1987 — 1992
FlyBuy Technologies October 2014 - Present
All Things Youth Sports April 2014 - Present
CPCM February 2011 - December 2013
MorganStanley SmithBarney May 2002 - February 2011
Banc of America Securities 1997 - 2002
Montgomery Securities 1993 - 2002
Skills
IRAs, Alternative Investments, Series 7, Series 63, Investments, Management, Strategic Planning, Business Development, Asset Allocation, Asset Management, Strategic Partnerships, Securities, Strategy, Wealth Management, Hedge Funds, Equities, Mergers & Acquisitions, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Retirement Planning
Education
University of Pennsylvania 1987 — 1992
Jessica Friedberg's Banc of America Securities Experience February 2000 - July 2002
Job Marketing Consultant at Wolters Kluwer Health
Industry Pharmaceuticals
Experience
Wolters Kluwer Health September 2012 - Present
Pharmaceutical and Medical Device Marketing September 2010 - September 2012
Pfizer September 2007 - April 2010
Medtronic Vascular December 2005 - September 2007
Medtronic Vascular April 2005 - December 2005
Medtronic Vascular June 2004 - April 2005
Banc of America Securities February 2000 - July 2002
Banc of America Securities May 1998 - February 2000
Skills
Cross-functional Team..., Global Marketing, Competitive Analysis, Product Management, Product Marketing, Product Development, Business Development, Marketing Strategy, Strategic Planning, Business Strategy, Market Development, Strategy, Segmentation, Market Research, Strategic Partnerships, Pharmaceutical Industry, Sales, Marketing, Analytics, Market Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Marketing, Healthcare
Washington University in St. Louis 1994 — 1998
BSBA, International Business
Wolters Kluwer Health September 2012 - Present
Pharmaceutical and Medical Device Marketing September 2010 - September 2012
Pfizer September 2007 - April 2010
Medtronic Vascular December 2005 - September 2007
Medtronic Vascular April 2005 - December 2005
Medtronic Vascular June 2004 - April 2005
Banc of America Securities February 2000 - July 2002
Banc of America Securities May 1998 - February 2000
Skills
Cross-functional Team..., Global Marketing, Competitive Analysis, Product Management, Product Marketing, Product Development, Business Development, Marketing Strategy, Strategic Planning, Business Strategy, Market Development, Strategy, Segmentation, Market Research, Strategic Partnerships, Pharmaceutical Industry, Sales, Marketing, Analytics, Market Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Marketing, Healthcare
Washington University in St. Louis 1994 — 1998
BSBA, International Business
Chanda Keefe's Banc of America Securities Experience 1999 - 2008
Job
Industry Information Technology and Services
Experience
Lahontan Consulting October 2010 - Present
Bank of America Merrill Lynch 2008 - 2010
Banc of America Securities 1999 - 2008
Barclays Global Investors August 1994 - April 1999
Skills
Investment Banking, Banking, Offshore Software..., Outsourcing, Nearshore, Offshore Projects, IT Outsourcing, Securities, Back Office, Corporate Finance, IT Strategy, Resource Management, IT Governance, IT Benchmarking, Vendor Management, Offshore Management, Offshore Resource..., RFP preparation, Supply Chain Management, Sourcing & Procurement, Portfolio Management, Project Portfolio..., Software Project..., Business Analysis, Requirements Gathering, Software Quality Control, Software Performance, End-to-end Testing, QA Automation, Six Sigma, Green Belt, Business Continuity, Disaster Recovery, Server Consolidation, Technology Planning, Systems Analysis, Capital Markets, Equity Capital Markets, DCM, International Management, Governance, Offshore Outsourcing, Fixed Income, Trading Systems, Electronic Trading, Equities, Risk Management, Market Data, Interest Rate..., Equity Derivatives
Education
University of Southern California
BS
Lahontan Consulting October 2010 - Present
Bank of America Merrill Lynch 2008 - 2010
Banc of America Securities 1999 - 2008
Barclays Global Investors August 1994 - April 1999
Skills
Investment Banking, Banking, Offshore Software..., Outsourcing, Nearshore, Offshore Projects, IT Outsourcing, Securities, Back Office, Corporate Finance, IT Strategy, Resource Management, IT Governance, IT Benchmarking, Vendor Management, Offshore Management, Offshore Resource..., RFP preparation, Supply Chain Management, Sourcing & Procurement, Portfolio Management, Project Portfolio..., Software Project..., Business Analysis, Requirements Gathering, Software Quality Control, Software Performance, End-to-end Testing, QA Automation, Six Sigma, Green Belt, Business Continuity, Disaster Recovery, Server Consolidation, Technology Planning, Systems Analysis, Capital Markets, Equity Capital Markets, DCM, International Management, Governance, Offshore Outsourcing, Fixed Income, Trading Systems, Electronic Trading, Equities, Risk Management, Market Data, Interest Rate..., Equity Derivatives
Education
University of Southern California
BS
Neha Jikaria's Banc of America Securities Experience June 2003 - July 2005
Job Brand Manager at The Dannon Company
Industry Consumer Goods
Experience
The Dannon Company July 2014 - Present
The Dannon Company July 2012 - June 2014
The Dannon Company June 2011 - July 2012
Wharton Business School August 2009 - May 2011
Dannon May 2010 - August 2010
Broadridge December 2007 - July 2009
Bed Bath & Beyond August 2005 - December 2007
Banc of America Securities June 2003 - July 2005
Skills
Strategy, Brand Management, Business Development, Competitive Analysis, Financial Modeling, Customer Insight, Analytics, Cross-functional Team..., Market Research, Business Strategy, Segmentation, Consumer Products
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
New York University - Leonard N. Stern School of Business 1999 — 2003
B.S.
The Dannon Company July 2014 - Present
The Dannon Company July 2012 - June 2014
The Dannon Company June 2011 - July 2012
Wharton Business School August 2009 - May 2011
Dannon May 2010 - August 2010
Broadridge December 2007 - July 2009
Bed Bath & Beyond August 2005 - December 2007
Banc of America Securities June 2003 - July 2005
Skills
Strategy, Brand Management, Business Development, Competitive Analysis, Financial Modeling, Customer Insight, Analytics, Cross-functional Team..., Market Research, Business Strategy, Segmentation, Consumer Products
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
New York University - Leonard N. Stern School of Business 1999 — 2003
B.S.
Charles Liu's Banc of America Securities Experience June 2006 - August 2006
Job Director at Oculeve Inc.
Industry Hospital & Health Care
Experience
Oculeve Inc. April 2015 - Present
Johnson & Johnson Diabetes Care February 2012 - April 2015
Johnson & Johnson Diabetes Care August 2010 - January 2012
AstraZeneca July 2007 - July 2010
Banc of America Securities June 2006 - August 2006
Booz Allen October 2002 - May 2005
American Management Systems August 2000 - September 2002
The Lewin Group August 1999 - August 2000
Skills
Product Launch, Product Marketing, Cross-functional Team..., Commercialization, Global Marketing, Medical Devices, Oncology, Strategy, Market Analysis, Product Innovation, Diabetes, Product Development, Competitive Analysis, Mobile Health, Healthcare Information..., Product Lifecycle..., Joint Ventures, Pharmaceutical Sales, SaaS, Pharmaceutical Industry, Big Data, Leadership, Market Development, Health Economics, Lifesciences, Product Management, Advertising, User Experience, Digital Health, Digital Marketing, Branding & Identity, Integrated Marketing, Marketing Strategy, Go-to-market Strategy, Start-ups, Business Development, Analytics, Business Strategy, Strategic Planning, Marketing, Healthcare
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
Bachelor of Science (B.Sc.)
Oculeve Inc. April 2015 - Present
Johnson & Johnson Diabetes Care February 2012 - April 2015
Johnson & Johnson Diabetes Care August 2010 - January 2012
AstraZeneca July 2007 - July 2010
Banc of America Securities June 2006 - August 2006
Booz Allen October 2002 - May 2005
American Management Systems August 2000 - September 2002
The Lewin Group August 1999 - August 2000
Skills
Product Launch, Product Marketing, Cross-functional Team..., Commercialization, Global Marketing, Medical Devices, Oncology, Strategy, Market Analysis, Product Innovation, Diabetes, Product Development, Competitive Analysis, Mobile Health, Healthcare Information..., Product Lifecycle..., Joint Ventures, Pharmaceutical Sales, SaaS, Pharmaceutical Industry, Big Data, Leadership, Market Development, Health Economics, Lifesciences, Product Management, Advertising, User Experience, Digital Health, Digital Marketing, Branding & Identity, Integrated Marketing, Marketing Strategy, Go-to-market Strategy, Start-ups, Business Development, Analytics, Business Strategy, Strategic Planning, Marketing, Healthcare
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
Bachelor of Science (B.Sc.)
Dara Friedman's Banc of America Securities Experience June 2001 - June 2003
Job Morgan Stanley Real Estate
Industry Real Estate
Experience
Morgan Stanley August 2006 - Present
CapitalSource Finance October 2002 - July 2005
Banc of America Securities June 2001 - June 2003
Skills
Valuation, Private Equity, Financial Modeling, Real Estate Economics, Due Diligence, Capital Markets, Investment Banking, Asset Managment, Equities, Financial Analysis, Investments, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BAS, Philosophy, Politics and Economics
Morgan Stanley August 2006 - Present
CapitalSource Finance October 2002 - July 2005
Banc of America Securities June 2001 - June 2003
Skills
Valuation, Private Equity, Financial Modeling, Real Estate Economics, Due Diligence, Capital Markets, Investment Banking, Asset Managment, Equities, Financial Analysis, Investments, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BAS, Philosophy, Politics and Economics
Daniel Jarvis's Banc of America Securities Experience August 2006 - November 2007
Job Project Manager at NICE Actimize
Industry Information Technology and Services
Experience
NICE Actimize June 2014 - Present
Jarvis Consulting March 2001 - May 2014
Guardian Life 2013 - 2014
RBS Citizens Group May 2011 - November 2011
Bank of America July 2009 - October 2010
Citi May 2008 - August 2008
Banc of America Securities August 2006 - November 2007
Credit Suisse 2004 - 2006
GE Commercial Finance July 2002 - April 2004
JPMorgan Chase 2000 - 2000
Skills
Software Project..., Equity Derivatives, Credit Risk, Interest Rate..., Derivatives, Fixed Income, Market Risk, FX Options, Budget, Structured Finance, Budgets, Risk Management, Business Analysis, Capital Markets, Trading Systems
Education
University of Rochester 1991 — 1995
Economics
NICE Actimize June 2014 - Present
Jarvis Consulting March 2001 - May 2014
Guardian Life 2013 - 2014
RBS Citizens Group May 2011 - November 2011
Bank of America July 2009 - October 2010
Citi May 2008 - August 2008
Banc of America Securities August 2006 - November 2007
Credit Suisse 2004 - 2006
GE Commercial Finance July 2002 - April 2004
JPMorgan Chase 2000 - 2000
Skills
Software Project..., Equity Derivatives, Credit Risk, Interest Rate..., Derivatives, Fixed Income, Market Risk, FX Options, Budget, Structured Finance, Budgets, Risk Management, Business Analysis, Capital Markets, Trading Systems
Education
University of Rochester 1991 — 1995
Economics
Bob Rosenberger's Banc of America Securities Experience May 1984 - September 1994
Job Managing Director at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2001 - Present
SunTrust Robinson Humphrey 2001 - 2008
Bisys Financial Services August 1994 - September 2001
Alexander Key Investments, a division of SunTrust Capital Markets 1992 - 1995
Banc of America Securities May 1984 - September 1994
Skills
Capital Markets, Securities, Banking, Trading, Series 7, Equities, Derivatives, Fixed Income, Financial Services, Investment Banking, Series 63, Trading Systems, FX Options, Bloomberg, Mutual Funds, Options, Risk Management, Series 24
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MBA, Finance
University of South Carolina-Columbia 1978 — 1980
BS, Accounting
SunTrust Robinson Humphrey September 2001 - Present
SunTrust Robinson Humphrey 2001 - 2008
Bisys Financial Services August 1994 - September 2001
Alexander Key Investments, a division of SunTrust Capital Markets 1992 - 1995
Banc of America Securities May 1984 - September 1994
Skills
Capital Markets, Securities, Banking, Trading, Series 7, Equities, Derivatives, Fixed Income, Financial Services, Investment Banking, Series 63, Trading Systems, FX Options, Bloomberg, Mutual Funds, Options, Risk Management, Series 24
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MBA, Finance
University of South Carolina-Columbia 1978 — 1980
BS, Accounting
Holly Scott Atallah's Banc of America Securities Experience June 2001 - June 2003
Job Consultant
Industry Financial Services
Experience
Various Companies March 2009 - Present
England & Company July 2006 - February 2009
Capital One June 2005 - July 2006
Global Asset Management June 2003 - June 2005
Banc of America Securities June 2001 - June 2003
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Equities, Investment Banking, Mergers, Business Planning, Investments, Business Development, Hedge Funds, Corporate Development
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science (BS), Finance and Mangement
Southwestern High School
Various Companies March 2009 - Present
England & Company July 2006 - February 2009
Capital One June 2005 - July 2006
Global Asset Management June 2003 - June 2005
Banc of America Securities June 2001 - June 2003
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Equities, Investment Banking, Mergers, Business Planning, Investments, Business Development, Hedge Funds, Corporate Development
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science (BS), Finance and Mangement
Southwestern High School
Ryan L. Gable's Banc of America Securities Experience July 1999 - June 2001
Job M.D. at Forsyth Capital Investors
Industry Venture Capital & Private Equity
Experience
Forsyth Capital Investors March 2009 - Present
Banc of America Capital Investors August 2001 - March 2009
Banc of America Securities July 1999 - June 2001
Education
University of Richmond 1995 — 1999
University of Richmond - Robins School of Business 1995 — 1999
BSBA, Finance & Int'l Business
Forsyth Capital Investors March 2009 - Present
Banc of America Capital Investors August 2001 - March 2009
Banc of America Securities July 1999 - June 2001
Education
University of Richmond 1995 — 1999
University of Richmond - Robins School of Business 1995 — 1999
BSBA, Finance & Int'l Business
Anne Murray Puricelli's Banc of America Securities Experience April 2001 - February 2004
Job Director of Sales & General Manager: La Cornue TopBrewer Irinox
Industry Wholesale
Experience
Purcell Murray Company February 2004 - Present
Banc of America Securities April 2001 - February 2004
McKinsey & Company June 1999 - April 2001
Skills
Strategic Planning, Forecasting, Sales Management, Budgets, Microsoft Excel, Customer Service, Competitive Analysis, Sales, Marketing Strategy, New Business Development, Account Management, Retail, Negotiation, Marketing, Microsoft Office, Business Strategy, Pricing, Project Management
Education
University of San Diego 1995 — 1999
Bachelor of Arts (B.A. -.International Relations; B.A. - Spanish), International Relations and Affairs / Language
Castilleja School 1991 — 1995
Purcell Murray Company February 2004 - Present
Banc of America Securities April 2001 - February 2004
McKinsey & Company June 1999 - April 2001
Skills
Strategic Planning, Forecasting, Sales Management, Budgets, Microsoft Excel, Customer Service, Competitive Analysis, Sales, Marketing Strategy, New Business Development, Account Management, Retail, Negotiation, Marketing, Microsoft Office, Business Strategy, Pricing, Project Management
Education
University of San Diego 1995 — 1999
Bachelor of Arts (B.A. -.International Relations; B.A. - Spanish), International Relations and Affairs / Language
Castilleja School 1991 — 1995
Sam Yee's Banc of America Securities Experience 1998 - 2001
Job Senior Software Quality Anaylst at Intuit
Industry Financial Services
Alexander Papoff's Banc of America Securities Experience 2004 - 2006
Job Vice President at Rockwood Capital
Industry Real Estate
Experience
Rockwood Capital December 2011 - Present
Rockwood Capital December 2010 - December 2011
Rockwood Capital December 2007 - December 2010
Rockwood Capital August 2006 - December 2007
Banc of America Securities 2004 - 2006
Skills
Valuation, Mergers & Acquisitions, Real Estate Economics, Asset Management
Education
University of Pennsylvania 2000 — 2003
Rockwood Capital December 2011 - Present
Rockwood Capital December 2010 - December 2011
Rockwood Capital December 2007 - December 2010
Rockwood Capital August 2006 - December 2007
Banc of America Securities 2004 - 2006
Skills
Valuation, Mergers & Acquisitions, Real Estate Economics, Asset Management
Education
University of Pennsylvania 2000 — 2003
Amy Farrell's Banc of America Securities Experience January 2000 - January 2001
Job Human Resources Specialist at Berkshire Partners LLC
Industry Financial Services
Experience
Berkshire Partners August 2011 - Present
Berkshire Partners LLC August 2011 - Present
McNamee Lawrence & Co. July 2004 - July 2011
Wells Fargo Securities January 2002 - July 2004
JPMorgan/ Chase / H&Q January 2001 - January 2002
Banc of America Securities January 2000 - January 2001
Hambrecht & Quist September 1993 - January 2000
Skills
Mergers & Acquisitions, Capital Markets, Human Resources, Venture Capital, Financial Modeling, Valuation, Investments, Investment Banking, Start-ups, Corporate Finance, Financial Analysis, Private Equity, Strategy, Equities, Business Strategy, Due Diligence, Hedge Funds, Strategic Planning, Executive Management, Securities
Education
University of Rhode Island 1989 — 1993
Psychology and Sociology Majors
University of Rhode Island 1989 — 1993
Bachelor of Arts (B.A.), Psychology and Sociology
Berkshire Partners August 2011 - Present
Berkshire Partners LLC August 2011 - Present
McNamee Lawrence & Co. July 2004 - July 2011
Wells Fargo Securities January 2002 - July 2004
JPMorgan/ Chase / H&Q January 2001 - January 2002
Banc of America Securities January 2000 - January 2001
Hambrecht & Quist September 1993 - January 2000
Skills
Mergers & Acquisitions, Capital Markets, Human Resources, Venture Capital, Financial Modeling, Valuation, Investments, Investment Banking, Start-ups, Corporate Finance, Financial Analysis, Private Equity, Strategy, Equities, Business Strategy, Due Diligence, Hedge Funds, Strategic Planning, Executive Management, Securities
Education
University of Rhode Island 1989 — 1993
Psychology and Sociology Majors
University of Rhode Island 1989 — 1993
Bachelor of Arts (B.A.), Psychology and Sociology
Shashi Goyal's Banc of America Securities Experience 2004 - 2006
Job Owner, ITECS (IT & EBUSINESS CONSULTING SERVICES)
Industry Information Technology and Services
Experience
ITECS April 2002 - Present
IRIS Financial Solutions 2006 - 2007
Banc of America Securities 2004 - 2006
IBM Global Services 2001 - 2004
Admiral Computers, Melbourne, Australia 1996 - 2000
Skills
Business Analysis, Cloud Computing, SQL
Education
Victoria University 1995 — 1996
MBA, Business Administration, Finance & Investment Banking
University of Pune 1987 — 1991
Bachelor of Engineering (B.E.)
ITECS April 2002 - Present
IRIS Financial Solutions 2006 - 2007
Banc of America Securities 2004 - 2006
IBM Global Services 2001 - 2004
Admiral Computers, Melbourne, Australia 1996 - 2000
Skills
Business Analysis, Cloud Computing, SQL
Education
Victoria University 1995 — 1996
MBA, Business Administration, Finance & Investment Banking
University of Pune 1987 — 1991
Bachelor of Engineering (B.E.)
Mark Epstein's Banc of America Securities Experience August 1999 - December 2007
Job Managing Director at MTS Health Partners
Industry Investment Banking
Experience
MTS Health Partners January 2008 - Present
Banc of America Securities August 1999 - December 2007
Education
University of Pennsylvania 1988 — 1992
MTS Health Partners January 2008 - Present
Banc of America Securities August 1999 - December 2007
Education
University of Pennsylvania 1988 — 1992
Chad Farmer's Banc of America Securities Experience May 2006 - January 2008
Job VP, Correspondent Services Sales Manager
Industry Financial Services
Experience
Homeowners Mortgage Enterprises, Inc. August 2015 - Present
Midland Mortgage Corporation May 2012 - August 2015
MetLife Home Loans November 2009 - March 2012
Banc of America Securities May 2006 - January 2008
NetBank September 1992 - May 2006
NetBank/Meritage 2001 - 2006
Resource Bancshares Mortgage Group, Inc (RBMG) 1992 - 2005
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Credit, FHA, Banking, Refinance, Residential Mortgages, Risk Management, Leadership, USDA, Consumer Lending, Financial Institutions, Management, Sales, Underwriting, Portfolio Management, Credit Analysis
Education
University of South Carolina-Columbia 1988 — 1992
BS, Marketing
University of South Carolina-Columbia 1988 — 1992
BS, Business Administration
Homeowners Mortgage Enterprises, Inc. August 2015 - Present
Midland Mortgage Corporation May 2012 - August 2015
MetLife Home Loans November 2009 - March 2012
Banc of America Securities May 2006 - January 2008
NetBank September 1992 - May 2006
NetBank/Meritage 2001 - 2006
Resource Bancshares Mortgage Group, Inc (RBMG) 1992 - 2005
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Credit, FHA, Banking, Refinance, Residential Mortgages, Risk Management, Leadership, USDA, Consumer Lending, Financial Institutions, Management, Sales, Underwriting, Portfolio Management, Credit Analysis
Education
University of South Carolina-Columbia 1988 — 1992
BS, Marketing
University of South Carolina-Columbia 1988 — 1992
BS, Business Administration
Brian Edgar's Banc of America Securities Experience 1998 - 2007
Job Owner / COO
Industry Financial Services
Experience
Back Deck Investments LLC March 2008 - Present
Bank of America 1998 - 2007
Banc of America Securities 1998 - 2007
Education
University of Richmond 1992 — 1996
Back Deck Investments LLC March 2008 - Present
Bank of America 1998 - 2007
Banc of America Securities 1998 - 2007
Education
University of Richmond 1992 — 1996
Alfreda Delle's Banc of America Securities Experience June 2007 - May 2008
Job Vice President, Strategic Investments at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management July 2013 - Present
LaSalle Investment Management September 2010 - June 2013
LaSalle Investment Management June 2009 - August 2009
Banc of America Securities June 2007 - May 2008
Banc of America Securities June 2004 - May 2007
Skills
Valuation, Strategy, Real Estate, Real Estate Private..., Financial Modeling, Financial Analysis, Underwriting, Due Diligence, Leadership, Real Estate Economics, Asset Management, Investments, Private Equity, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
University of Virginia 2000 — 2004
BS in Commerce, Finance, Spanish
LaSalle Investment Management July 2013 - Present
LaSalle Investment Management September 2010 - June 2013
LaSalle Investment Management June 2009 - August 2009
Banc of America Securities June 2007 - May 2008
Banc of America Securities June 2004 - May 2007
Skills
Valuation, Strategy, Real Estate, Real Estate Private..., Financial Modeling, Financial Analysis, Underwriting, Due Diligence, Leadership, Real Estate Economics, Asset Management, Investments, Private Equity, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
University of Virginia 2000 — 2004
BS in Commerce, Finance, Spanish
Anthony Italiano's Banc of America Securities Experience May 2007 - Present
Job Vice President at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities May 2007 - Present
Education
University of Phoenix
Banc of America Securities May 2007 - Present
Education
University of Phoenix
Hemal Parmar's Banc of America Securities Experience February 2008 - January 2009
Job Director, Mergers and Acquisitions at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2009 - Present
Banc of America Securities February 2008 - January 2009
Banc of America Securities June 2004 - January 2008
Banc of America Securities June 2001 - May 2004
Skills
Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Capital Markets, Valuation
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Economics with Concentrations in Finance and Information Systems
RBC Capital Markets September 2009 - Present
Banc of America Securities February 2008 - January 2009
Banc of America Securities June 2004 - January 2008
Banc of America Securities June 2001 - May 2004
Skills
Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Capital Markets, Valuation
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Economics with Concentrations in Finance and Information Systems
Crystal Fisher's Banc of America Securities Experience June 2003 - January 2005
Job Director, Business Development for Golf Channel at NBC Sports
Industry Investment Banking
Experience
NBC Sports December 2014 - Present
The Walt Disney Company July 2011 - November 2014
Houlihan Lokey July 2009 - June 2011
Credit Suisse July 2008 - July 2009
Wachovia Securities, LLC February 2005 - June 2006
Banc of America Securities June 2003 - January 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Wake Forest University 1998 — 2003
BS/MS, Accounting
NBC Sports December 2014 - Present
The Walt Disney Company July 2011 - November 2014
Houlihan Lokey July 2009 - June 2011
Credit Suisse July 2008 - July 2009
Wachovia Securities, LLC February 2005 - June 2006
Banc of America Securities June 2003 - January 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Wake Forest University 1998 — 2003
BS/MS, Accounting
Ananda Baruah's Banc of America Securities Experience 2003 - 2008
Job Managing Director Brean Capital LLC
Industry Financial Services
Experience
Brean Capital LLC June 2009 - Present
Banc of America Securities 2003 - 2008
Merrill Lynch 2000 - 2003
Coopers & Lybrand Consulting & PricewaterhouseCoopers 1997 - 1999
Mellon Bank 1994 - 1996
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (M.B.A.), MBA Finance & Accounting
University of Pittsburgh
Bachelor's Degree
University of Oxford
ACCREDITATION
Brean Capital LLC June 2009 - Present
Banc of America Securities 2003 - 2008
Merrill Lynch 2000 - 2003
Coopers & Lybrand Consulting & PricewaterhouseCoopers 1997 - 1999
Mellon Bank 1994 - 1996
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (M.B.A.), MBA Finance & Accounting
University of Pittsburgh
Bachelor's Degree
University of Oxford
ACCREDITATION
Harry E (Terry) Cush's Banc of America Securities Experience February 2001 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Banc of America Securities, LLC 2001 - Present
Banc of America Securities February 2001 - March 2008
Banc of America Securities, LLC 2001 - 2008
Bank of America NT&SA May 1986 - February 2001
Skills
Funding, Treasury Management, Capital Markets, Equities, Credit, Banking, Portfolio Management, Loans, Derivatives, Cash Management, Credit Risk, Management, Securities, Financial Analysis, Risk Management
Education
University of San Francisco
Banc of America Securities, LLC 2001 - Present
Banc of America Securities February 2001 - March 2008
Banc of America Securities, LLC 2001 - 2008
Bank of America NT&SA May 1986 - February 2001
Skills
Funding, Treasury Management, Capital Markets, Equities, Credit, Banking, Portfolio Management, Loans, Derivatives, Cash Management, Credit Risk, Management, Securities, Financial Analysis, Risk Management
Education
University of San Francisco
Brad Eilert's Banc of America Securities Experience 1997 - 2000
Job Senior High Yield / Distressed Analyst at Nomura Securities
Industry Investment Management
Experience
Nomura Securities June 2011 - Present
Arrowgrass Capital Partners April 2007 - March 2011
Societe Generale 2002 - 2007
UBS Investment Bank 2001 - 2002
ING 2000 - 2001
Banc of America Securities 1997 - 2000
State Street Research 1995 - 1997
Skills
High Yield, Portfolio Management, Credit Rating, Fixed Income, Hedge Funds, Bloomberg, Equities, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Bonds, Equity Research, Asset Managment, Structured Products
Education
University of Southern California 1990 — 1994
Bachelor of Science (BS), Finance, General
Jesuit High School 1987 — 1990
Nomura Securities June 2011 - Present
Arrowgrass Capital Partners April 2007 - March 2011
Societe Generale 2002 - 2007
UBS Investment Bank 2001 - 2002
ING 2000 - 2001
Banc of America Securities 1997 - 2000
State Street Research 1995 - 1997
Skills
High Yield, Portfolio Management, Credit Rating, Fixed Income, Hedge Funds, Bloomberg, Equities, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Bonds, Equity Research, Asset Managment, Structured Products
Education
University of Southern California 1990 — 1994
Bachelor of Science (BS), Finance, General
Jesuit High School 1987 — 1990
Danielle Boyer's Banc of America Securities Experience May 2006 - October 2009
Job Analyst at Banc of America Securities
Industry Capital Markets
Experience
Banc of America Securities May 2006 - October 2009
Countrywide Securities Corporation 2004 - 2006
Countrywide Home Loans 2004 - 2006
Education
University of Southern California 2000 — 2004
Banc of America Securities May 2006 - October 2009
Countrywide Securities Corporation 2004 - 2006
Countrywide Home Loans 2004 - 2006
Education
University of Southern California 2000 — 2004
Rebecca White Crockett's Banc of America Securities Experience 2002 - 2005
Job Regional Sales Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management November 2005 - 2014
Banc of America Securities 2002 - 2005
i-advize communications 2002 - 2002
Deutsche Bank Securities 1999 - 2001
Skills
Equities, Series 7, Spanish, Portfolio Management, Financial Analysis, Wealth Management, Finance, Microsoft Office, Equity Research Analysis, Capital Markets, Sales, Structured Investments, Investments, Strategy, ETFs, Options, Equity Research, Securities, Derivatives, Asset Allocation, Asset Management, Financial Modeling, Structured Products, Investment Management, Investment Strategies, Financial Markets, Financial Services, Financial Advisory, Equity Derivatives, Relationship Management, Analysis, Fixed Income, Mutual Funds, Series 63, Mentoring, Networking, Closed end, Investment Advisory..., Valuation, Financial Reporting, Emerging Markets, Interest Rate..., Investment Portfolio, Bloomberg, Bonds, Economics, Experienced Business..., financial sales, Alternative Investments, Hedge Funds
Education
University of South Carolina - The Moore School of Business 1997 — 1999
International MBA, International Business
Wake Forest University 1992 — 1996
BS, Double Major: Business and Spanish
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management November 2005 - 2014
Banc of America Securities 2002 - 2005
i-advize communications 2002 - 2002
Deutsche Bank Securities 1999 - 2001
Skills
Equities, Series 7, Spanish, Portfolio Management, Financial Analysis, Wealth Management, Finance, Microsoft Office, Equity Research Analysis, Capital Markets, Sales, Structured Investments, Investments, Strategy, ETFs, Options, Equity Research, Securities, Derivatives, Asset Allocation, Asset Management, Financial Modeling, Structured Products, Investment Management, Investment Strategies, Financial Markets, Financial Services, Financial Advisory, Equity Derivatives, Relationship Management, Analysis, Fixed Income, Mutual Funds, Series 63, Mentoring, Networking, Closed end, Investment Advisory..., Valuation, Financial Reporting, Emerging Markets, Interest Rate..., Investment Portfolio, Bloomberg, Bonds, Economics, Experienced Business..., financial sales, Alternative Investments, Hedge Funds
Education
University of South Carolina - The Moore School of Business 1997 — 1999
International MBA, International Business
Wake Forest University 1992 — 1996
BS, Double Major: Business and Spanish
Diya Talwar's Banc of America Securities Experience May 2004 - December 2005
Job Vice President, Corporate Development at Jarden Corporation
Industry Consumer Goods
Experience
Jarden Corporation July 2011 - Present
Jarden Corporation May 2008 - July 2011
Jarden Corporation June 2006 - May 2008
Banc of America Securities May 2004 - December 2005
Dresdner Kleinwort Wasserstein July 2003 - May 2004
Skills
Financial Modeling, Cross-functional Team..., Mergers & Acquisitions, Business Strategy, Financial Analysis, Corporate Finance, Strategic Planning, Due Diligence, Forecasting, Competitive Analysis, Business Planning, Strategy, Business Development, Corporate Development
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics (Finance and Management)
Jarden Corporation July 2011 - Present
Jarden Corporation May 2008 - July 2011
Jarden Corporation June 2006 - May 2008
Banc of America Securities May 2004 - December 2005
Dresdner Kleinwort Wasserstein July 2003 - May 2004
Skills
Financial Modeling, Cross-functional Team..., Mergers & Acquisitions, Business Strategy, Financial Analysis, Corporate Finance, Strategic Planning, Due Diligence, Forecasting, Competitive Analysis, Business Planning, Strategy, Business Development, Corporate Development
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics (Finance and Management)
Christopher Suan's Banc of America Securities Experience January 2001 - March 2002
Job Senior Managing Director at Orix Americas
Industry Financial Services
Experience
Orix Americas March 2014 - Present
KKR April 2013 - February 2014
MatlinPatterson Asset Management, L.P. May 2010 - December 2012
Suan Capital Advisors LLC March 2009 - April 2010
D.B. Zwirn & Co. March 2004 - January 2008
Highbridge Capital Management March 2002 - March 2004
Banc of America Securities January 2001 - March 2002
Bankers Trust August 1993 - July 1999
Kidder Peabody January 1989 - May 1991
Skills
Hedge Funds, Debt, Mergers, Private Equity, Fixed Income, Deal Development, Transaction Origination, Loan Origination, Equities, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Yale University 1984 — 1988
BA, Economics, History
Philips Academy 1982 — 1984
Orix Americas March 2014 - Present
KKR April 2013 - February 2014
MatlinPatterson Asset Management, L.P. May 2010 - December 2012
Suan Capital Advisors LLC March 2009 - April 2010
D.B. Zwirn & Co. March 2004 - January 2008
Highbridge Capital Management March 2002 - March 2004
Banc of America Securities January 2001 - March 2002
Bankers Trust August 1993 - July 1999
Kidder Peabody January 1989 - May 1991
Skills
Hedge Funds, Debt, Mergers, Private Equity, Fixed Income, Deal Development, Transaction Origination, Loan Origination, Equities, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Yale University 1984 — 1988
BA, Economics, History
Philips Academy 1982 — 1984
Thomas Donatelli's Banc of America Securities Experience June 2000 - June 2001
Job Signature Group Holdings, Inc.
Industry Financial Services
Experience
Signature Group Holdings, Inc. (SGGH.PK) January 2008 - Present
Clarinbridge Capital June 2005 - June 2006
SageCrest, LLC June 2001 - June 2004
Banc of America Securities June 2000 - June 2001
Donaldson, Lufkin & Jenrette June 1996 - June 2000
Wertheim Schroder & Co. June 1990 - June 1996
Skills
Hedge Funds, Mergers & Acquisitions, Equity Research, Mutual Funds, Special Situations, Credit, Management, Venture Capital, Private Equity, Due Diligence, Capital Markets, Asset Management, Valuation, Investment Banking, Executive Management
Education
University of Oxford 1984 — 1986
M.A., Philosophy
The University of Chicago 1979 — 1983
B.A., Political Science Major Chemistry Minor
Signature Group Holdings, Inc. (SGGH.PK) January 2008 - Present
Clarinbridge Capital June 2005 - June 2006
SageCrest, LLC June 2001 - June 2004
Banc of America Securities June 2000 - June 2001
Donaldson, Lufkin & Jenrette June 1996 - June 2000
Wertheim Schroder & Co. June 1990 - June 1996
Skills
Hedge Funds, Mergers & Acquisitions, Equity Research, Mutual Funds, Special Situations, Credit, Management, Venture Capital, Private Equity, Due Diligence, Capital Markets, Asset Management, Valuation, Investment Banking, Executive Management
Education
University of Oxford 1984 — 1986
M.A., Philosophy
The University of Chicago 1979 — 1983
B.A., Political Science Major Chemistry Minor
Kirk Jon Walske's Banc of America Securities Experience September 1993 - August 2008
Job *****
Industry Financial Services
Experience
Wells Fargo Securities May 2011 - Present
Banc of America Securities September 1993 - August 2008
Skills
Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Capital Markets, Asset Management, Wealth Management, Bonds
Education
University of Southern California 1985 — 1988
BS, Public Administration/Business
Wells Fargo Securities May 2011 - Present
Banc of America Securities September 1993 - August 2008
Skills
Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Capital Markets, Asset Management, Wealth Management, Bonds
Education
University of Southern California 1985 — 1988
BS, Public Administration/Business
Jon Simblist's Banc of America Securities Experience 2004 - 2008
Job Managing Director ConvergEx Liquidpoint
Industry Financial Services
Experience
Convergex September 2015 - Present
Instinet Corporation November 2010 - Present
Barclays Capital June 2010 - October 2010
Macro Risk Advisors September 2008 - May 2010
Banc of America Securities 2004 - 2008
Skills
Derivatives, Trading, Electronic Trading, Equity Trading, Options, Equity Derivatives, Hedge Funds, Bloomberg, Series 7, Series 63, Trading Strategies
Education
University of Rhode Island - College of Business Administration 1997 — 2001
BA, International Business
Convergex September 2015 - Present
Instinet Corporation November 2010 - Present
Barclays Capital June 2010 - October 2010
Macro Risk Advisors September 2008 - May 2010
Banc of America Securities 2004 - 2008
Skills
Derivatives, Trading, Electronic Trading, Equity Trading, Options, Equity Derivatives, Hedge Funds, Bloomberg, Series 7, Series 63, Trading Strategies
Education
University of Rhode Island - College of Business Administration 1997 — 2001
BA, International Business
Ian Foley, CFA's Banc of America Securities Experience July 2007 - August 2010
Job Financials Investor
Industry Investment Banking
Experience
Surveyor Capital August 2013 - February 2015
Jefferies & Company August 2010 - August 2013
Banc of America Securities July 2007 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Hedge Funds, FIG, Regional Banks, Credit Cards, Equity Research
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics
Surveyor Capital August 2013 - February 2015
Jefferies & Company August 2010 - August 2013
Banc of America Securities July 2007 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Hedge Funds, FIG, Regional Banks, Credit Cards, Equity Research
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics
Cormac Kehoe's Banc of America Securities Experience 1994 - 1999
Job Deputy District Attorney at Government
Industry Law Enforcement
Experience
Riverside County District Attorney's Office November 2005 - Present
Mobile Storage Group October 1999 - October 2000
Banc of America Securities 1994 - 1999
Skills
Criminal Law, Trials, Litigation, Courts, Civil Litigation, Legal Research, Criminal Defense, Appeals, Evidence, White Collar Criminal..., Criminal Investigations, Enforcement, Criminal Justice, Commercial Litigation, Legal Writing, Hearings, Westlaw, Juvenile Law
Education
University of San Diego School of Law 2002 — 2005
JD
Yale University 1987 — 1992
BA, English Literature
Riverside County District Attorney's Office November 2005 - Present
Mobile Storage Group October 1999 - October 2000
Banc of America Securities 1994 - 1999
Skills
Criminal Law, Trials, Litigation, Courts, Civil Litigation, Legal Research, Criminal Defense, Appeals, Evidence, White Collar Criminal..., Criminal Investigations, Enforcement, Criminal Justice, Commercial Litigation, Legal Writing, Hearings, Westlaw, Juvenile Law
Education
University of San Diego School of Law 2002 — 2005
JD
Yale University 1987 — 1992
BA, English Literature
Eric Hobin's Banc of America Securities Experience December 2004 - Present
Job Financial Advisor at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities December 2004 - Present
Citizens Investment Services May 2001 - December 2004
Education
University of Rochester 1995 — 1999
BA / BS, Economics / History
Banc of America Securities December 2004 - Present
Citizens Investment Services May 2001 - December 2004
Education
University of Rochester 1995 — 1999
BA / BS, Economics / History
Richard Lin's Banc of America Securities Experience June 2005 - July 2007
Job Private Equity and Special Situations Investment Professional
Industry Venture Capital & Private Equity
Experience
Metropolitan Equity Partners March 2013 - Present
U.S. Space LLC January 2011 - Present
Black Diamond Capital Management August 2011 - December 2012
GSC Group July 2007 - July 2011
Banc of America Securities June 2005 - July 2007
Banc of America Securities May 2004 - August 2004
ISTN Inc. May 2003 - August 2003
Skills
Start-ups, Mergers & Acquisitions, Private Equity, Investments, Strategy, Investment Banking
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS Economics, Finance and Accounting
Metropolitan Equity Partners March 2013 - Present
U.S. Space LLC January 2011 - Present
Black Diamond Capital Management August 2011 - December 2012
GSC Group July 2007 - July 2011
Banc of America Securities June 2005 - July 2007
Banc of America Securities May 2004 - August 2004
ISTN Inc. May 2003 - August 2003
Skills
Start-ups, Mergers & Acquisitions, Private Equity, Investments, Strategy, Investment Banking
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS Economics, Finance and Accounting
Kate DeProsperis's Banc of America Securities Experience April 2004 - February 2009
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
Banc of America Securities April 2004 - February 2009
Citigroup Global Markets July 2001 - March 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance
Edward Jones March 2009 - Present
Banc of America Securities April 2004 - February 2009
Citigroup Global Markets July 2001 - March 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance
Ankur Vora's Banc of America Securities Experience 1998 - 2000
Job Managing Director at Arova Capital Partners
Industry Financial Services
Experience
Arova Capital Partners 2009 - Present
Theatre East, Inc. April 2009 - Present
Caxton-Iseman Capital 2000 - 2008
Banc of America Securities 1998 - 2000
Skills
LBO, Hedge Funds, Valuation, Private Equity, Financial Modeling, Corporate Development, Capital Markets, Investment Banking, Leveraged Finance, Alternative Investments, Fixed Income, Financial Structuring, Venture Capital, Equity Research, Mergers & Acquisitions, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
B.Sc., Finance/Management
Arova Capital Partners 2009 - Present
Theatre East, Inc. April 2009 - Present
Caxton-Iseman Capital 2000 - 2008
Banc of America Securities 1998 - 2000
Skills
LBO, Hedge Funds, Valuation, Private Equity, Financial Modeling, Corporate Development, Capital Markets, Investment Banking, Leveraged Finance, Alternative Investments, Fixed Income, Financial Structuring, Venture Capital, Equity Research, Mergers & Acquisitions, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
B.Sc., Finance/Management
David Ashear's Banc of America Securities Experience June 2006 - September 2008
Job Senior Associate at First New York Securities
Industry Financial Services
Experience
First New York Securities January 2010 - Present
BasicValue Asset Management Inc October 2008 - April 2009
Banc of America Securities June 2006 - September 2008
Skills
Trading, Derivatives, Financial Structuring, Proprietary Trading, Fixed Income, Valuation, Equities, Bloomberg, Securities, Investment Banking, Back Office, Investments, Prime Brokerage, Options, Financial Modeling, Capital Markets, Electronic Trading, Hedge Funds, Financial Risk, Middle Office, Trading Systems, FX Options, Equity Derivatives, Alternative Investments, Structured Products
Education
University of Pennsylvania 2002 — 2006
BA, Mathematics
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics: Concentration Actuarial Science
First New York Securities January 2010 - Present
BasicValue Asset Management Inc October 2008 - April 2009
Banc of America Securities June 2006 - September 2008
Skills
Trading, Derivatives, Financial Structuring, Proprietary Trading, Fixed Income, Valuation, Equities, Bloomberg, Securities, Investment Banking, Back Office, Investments, Prime Brokerage, Options, Financial Modeling, Capital Markets, Electronic Trading, Hedge Funds, Financial Risk, Middle Office, Trading Systems, FX Options, Equity Derivatives, Alternative Investments, Structured Products
Education
University of Pennsylvania 2002 — 2006
BA, Mathematics
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics: Concentration Actuarial Science
Noam Cohen's Banc of America Securities Experience 2000 - 2004
Job Managing Director at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Keith Emerson's Banc of America Securities Experience July 2001 - February 2006
Job CFO at Maui Varieties
Industry Retail
Experience
Maui Varieties October 2014 - Present
Island Flooring August 2014 - Present
KE Consulting LLC January 2012 - Present
Ecopia Farms January 2012 - December 2014
Tradewind Capital Group September 2006 - December 2011
Banc of America Securities July 2001 - February 2006
Skills
Mergers & Acquisitions, Management, Financial Modeling, Financial Analysis, Investments, Strategic Planning, Start-ups, Leadership, Program Management, Due Diligence, Business Planning, Valuation, Equities, Private Equity, Business Strategy, Hedge Funds
Education
University of Pennsylvania 1997 — 2001
BSE
Iolani School 1984 — 1997
Maui Varieties October 2014 - Present
Island Flooring August 2014 - Present
KE Consulting LLC January 2012 - Present
Ecopia Farms January 2012 - December 2014
Tradewind Capital Group September 2006 - December 2011
Banc of America Securities July 2001 - February 2006
Skills
Mergers & Acquisitions, Management, Financial Modeling, Financial Analysis, Investments, Strategic Planning, Start-ups, Leadership, Program Management, Due Diligence, Business Planning, Valuation, Equities, Private Equity, Business Strategy, Hedge Funds
Education
University of Pennsylvania 1997 — 2001
BSE
Iolani School 1984 — 1997
Brian Goldfogel's Banc of America Securities Experience August 2004 - June 2007
Job Director, Insurance Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2014 - Present
RBC Capital Markets May 2011 - December 2013
Bank of America Merrill Lynch January 2011 - April 2011
Bank of America Merrill Lynch July 2007 - December 2010
Banc of America Securities August 2004 - June 2007
Skills
Valuation, Capital Markets, Investment Banking, Corporate Finance, LBO, Mergers & Acquisitions, Financial Modeling, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S., Finance, Accounting
RBC Capital Markets January 2014 - Present
RBC Capital Markets May 2011 - December 2013
Bank of America Merrill Lynch January 2011 - April 2011
Bank of America Merrill Lynch July 2007 - December 2010
Banc of America Securities August 2004 - June 2007
Skills
Valuation, Capital Markets, Investment Banking, Corporate Finance, LBO, Mergers & Acquisitions, Financial Modeling, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S., Finance, Accounting
Amy Abero's Banc of America Securities Experience 2005 - 2010
Job Counselor, John O'Connell High School at San Francisco Unified School District
Industry Primary/Secondary Education
Experience
John O'Connell High School, San Francisco Unified School District January 2013 - Present
John O'Connell High School August 2012 - December 2012
John O'Connell High School August 2011 - May 2012
Upward Bound June 2011 - July 2011
Lawton Alternative School September 2010 - June 2011
Banc of America Securities 2005 - 2010
Skills
Community Outreach, Event Planning, Non-profits, Student Affairs, Public Speaking, Higher Education, Customer Service, Volunteer Management, Program Development
Education
University of San Francisco 2010 — 2012
M.A., PPSC, Counseling Psychology, School Counseling
University of Oregon 2000 — 2004
BA, Political Science
John O'Connell High School, San Francisco Unified School District January 2013 - Present
John O'Connell High School August 2012 - December 2012
John O'Connell High School August 2011 - May 2012
Upward Bound June 2011 - July 2011
Lawton Alternative School September 2010 - June 2011
Banc of America Securities 2005 - 2010
Skills
Community Outreach, Event Planning, Non-profits, Student Affairs, Public Speaking, Higher Education, Customer Service, Volunteer Management, Program Development
Education
University of San Francisco 2010 — 2012
M.A., PPSC, Counseling Psychology, School Counseling
University of Oregon 2000 — 2004
BA, Political Science
Nathan Weems, CFA, MBA's Banc of America Securities Experience 1998 - 2003
Job Sr. Director of Finance, Natera, Inc.
Industry Biotechnology
Experience
Natera August 2013 - Present
NovoStent Corporation 2004 - August 2013
Banc of America Securities 1998 - 2003
KPMG Peat Marwick 1997 - 1998
Skills
Financial Modeling, Venture Capital, Valuation, Due Diligence, Start-ups, Strategy, Medical Devices, Investments, Mergers, Finance, GAAP Repor, Fund Raising, Investment Analysis, Accounting, Financial Analysis, Human Resources, IT, Private Equity, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California
BA, International Relations & Economics
Natera August 2013 - Present
NovoStent Corporation 2004 - August 2013
Banc of America Securities 1998 - 2003
KPMG Peat Marwick 1997 - 1998
Skills
Financial Modeling, Venture Capital, Valuation, Due Diligence, Start-ups, Strategy, Medical Devices, Investments, Mergers, Finance, GAAP Repor, Fund Raising, Investment Analysis, Accounting, Financial Analysis, Human Resources, IT, Private Equity, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California
BA, International Relations & Economics
Denise Kent's Banc of America Securities Experience 2001 - 2002
Job
Industry
Experience
Banc of America Securities, 2001 - 2002
RHK 2000 - 2001
Scient 2000 - 2000
McKinsey & Company 1997 - 2000
Federal Reserve Bank of San Francisco December 1999 - December 1999
Wasserstein Perella 1996 - 1997
Columbia University Lamont Doherty Earth Observatory 1994 - 1996
St. John's University 1994 - 1996
Albertus Magnus High School 1992 - 1993
Skills
Deposits
Education
Saint John's University
MLS, Special Libraries
University of Scranton
Secondary Ed/English
Banc of America Securities, 2001 - 2002
RHK 2000 - 2001
Scient 2000 - 2000
McKinsey & Company 1997 - 2000
Federal Reserve Bank of San Francisco December 1999 - December 1999
Wasserstein Perella 1996 - 1997
Columbia University Lamont Doherty Earth Observatory 1994 - 1996
St. John's University 1994 - 1996
Albertus Magnus High School 1992 - 1993
Skills
Deposits
Education
Saint John's University
MLS, Special Libraries
University of Scranton
Secondary Ed/English
Corinne Jacobson's Banc of America Securities Experience 1999 - 2002
Job Investment Banking Professional
Industry Investment Banking
Experience
Envision Experience November 2013 - Present
Banc of America Securities 1999 - 2002
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, LBO, Mergers & Acquisitions, Corporate Finance, Corporate Development, M&A experience, Due Diligence, Strategy, Project Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Envision Experience November 2013 - Present
Banc of America Securities 1999 - 2002
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, LBO, Mergers & Acquisitions, Corporate Finance, Corporate Development, M&A experience, Due Diligence, Strategy, Project Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Dan Nunn's Banc of America Securities Experience 1998 - 2001
Job Management Consultant at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group September 2011 - Present
Medzooka.com July 2009 - September 2011
Banc of America Securities 1998 - 2001
Skills
Business Process..., Strategy, Program Management, Management Consulting, Strategic Planning, Business Analysis, Team Building, Business Strategy, Change Management, Process Improvement, Sales, Management, Mergers & Acquisitions, Business Planning, Cross-functional Team...
Education
University of Pennsylvania 1994 — 1995
BS, Economics with a dual concentration in Finance and Strategic Management
Carlisle & Gallagher Consulting Group September 2011 - Present
Medzooka.com July 2009 - September 2011
Banc of America Securities 1998 - 2001
Skills
Business Process..., Strategy, Program Management, Management Consulting, Strategic Planning, Business Analysis, Team Building, Business Strategy, Change Management, Process Improvement, Sales, Management, Mergers & Acquisitions, Business Planning, Cross-functional Team...
Education
University of Pennsylvania 1994 — 1995
BS, Economics with a dual concentration in Finance and Strategic Management
Ben Golden's Banc of America Securities Experience June 2004 - June 2009
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase June 2011 - Present
Banc of America Securities June 2004 - June 2009
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics
JPMorgan Chase June 2011 - Present
Banc of America Securities June 2004 - June 2009
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics
Spencer Mash's Banc of America Securities Experience 2003 - 2005
Job Director at Greenbacker Group, LLC
Industry Renewables & Environment
Experience
Greenbacker Group, LLC February 2011 - Present
TM Capital 2010 - 2011
Gandhara Capital 2008 - 2009
Deerfield Capital Management 2005 - 2008
Banc of America Securities 2003 - 2005
Education
University of Pennsylvania 1998 — 2002
BS in Economics, Finance, Marketing
Greenbacker Group, LLC February 2011 - Present
TM Capital 2010 - 2011
Gandhara Capital 2008 - 2009
Deerfield Capital Management 2005 - 2008
Banc of America Securities 2003 - 2005
Education
University of Pennsylvania 1998 — 2002
BS in Economics, Finance, Marketing
Anand Jobanputra's Banc of America Securities Experience 2001 - 2007
Job Senior Vice President in Wells Fargo's Hospitality Finance Group
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo 2009 - Present
Wells Fargo Bank April 2007 - April 2009
Banc of America Securities 2001 - 2007
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
Bachelors, Finance and Accounting
Wells Fargo April 2015 - Present
Wells Fargo 2009 - Present
Wells Fargo Bank April 2007 - April 2009
Banc of America Securities 2001 - 2007
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
Bachelors, Finance and Accounting
Rinky Patel's Banc of America Securities Experience May 2007 - August 2007
Job Director of Business Development at Hipmunk
Industry Internet
Experience
Hipmunk July 2015 - Present
Hipmunk June 2014 - August 2014
Expedia September 2010 - May 2013
Evercore Partners July 2008 - July 2010
Banc of America Securities May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, M&A experience, LBO, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance
Hipmunk July 2015 - Present
Hipmunk June 2014 - August 2014
Expedia September 2010 - May 2013
Evercore Partners July 2008 - July 2010
Banc of America Securities May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, M&A experience, LBO, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance
Alexis Knopp's Banc of America Securities Experience June 2006 - September 2009
Job Executive Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities September 2009 - Present
Banc of America Securities June 2006 - September 2009
Skills
Bloomberg, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investment Banking
Education
University of Pennsylvania 2002 — 2006
The Pingry School 1993 — 2002
Nomura Securities September 2009 - Present
Banc of America Securities June 2006 - September 2009
Skills
Bloomberg, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investment Banking
Education
University of Pennsylvania 2002 — 2006
The Pingry School 1993 — 2002
Marta Braun's Banc of America Securities Experience 1999 - 2002
Job Head of Digital, Latin America at 20th Century Fox
Industry Motion Pictures and Film
Experience
Fox Filmed Entertainment March 2013 - Present
20th Century Fox November 2012 - February 2013
Disney Consumer Products 2011 - November 2012
Johnson & Johnson July 2010 - September 2010
FIJI Water 2006 - 2008
The Walt Disney Studios 2003 - 2006
Banc of America Securities 1999 - 2002
Skills
Analysis, Financial Modeling, Latin America, Marketing Strategy, Business Strategy, Competitive Analysis, Digital Media, Finance, Strategy, Brand Management, Business Development, Valuation, Product Marketing, Strategic Partnerships, Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Fox Filmed Entertainment March 2013 - Present
20th Century Fox November 2012 - February 2013
Disney Consumer Products 2011 - November 2012
Johnson & Johnson July 2010 - September 2010
FIJI Water 2006 - 2008
The Walt Disney Studios 2003 - 2006
Banc of America Securities 1999 - 2002
Skills
Analysis, Financial Modeling, Latin America, Marketing Strategy, Business Strategy, Competitive Analysis, Digital Media, Finance, Strategy, Brand Management, Business Development, Valuation, Product Marketing, Strategic Partnerships, Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
dalton shin's Banc of America Securities Experience April 1998 - November 1999
Job Managing Director at PGP Capital
Industry Financial Services
Experience
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
Matt Mezvinsky's Banc of America Securities Experience June 2003 - August 2005
Job Analyst at Ridgeback Capital
Industry Financial Services
Experience
Ridgeback Capital September 2005 - Present
Banc of America Securities June 2003 - August 2005
Education
Wharton School, University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Finance
Ridgeback Capital September 2005 - Present
Banc of America Securities June 2003 - August 2005
Education
Wharton School, University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS