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
Jeremiah Bauman Jeremiah Bauman's Banc of America Securities Experience January 1999 - September 2001
Job Client Portfolio Manager at Bauman Financial Services
Industry Financial Services
Experience
Bauman Financial Services August 2007 - Present
Merrill Lynch June 2002 - July 2007
Banc of America Securities January 1999 - September 2001
Skills
Financial Planning, Estate Planning, Retirement Planning, Wealth Management..., Portfolio Management, Investment Strategies, Life Insurance, 401k, 401k Rollovers, Small Business..., Small Business..., Retirement Income...
Education
California State University-Northridge 1987 — 1991
Bachelor of Science, Finance
Bauman Financial Services August 2007 - Present
Merrill Lynch June 2002 - July 2007
Banc of America Securities January 1999 - September 2001
Skills
Financial Planning, Estate Planning, Retirement Planning, Wealth Management..., Portfolio Management, Investment Strategies, Life Insurance, 401k, 401k Rollovers, Small Business..., Small Business..., Retirement Income...
Education
California State University-Northridge 1987 — 1991
Bachelor of Science, Finance
Kurt Kunselman Kurt Kunselman's Banc of America Securities Experience June 1997 - August 1999
Job Director of Sales and Marketing at AccountingSuite
Industry Internet
Experience
AccountingSuite November 2012 - Present
Independent Distribution Collective 2006 - Present
Parkinson Accounting Systems March 2001 - October 2012
chameleon Music LLC January 1999 - June 2006
Banc of America Securities June 1997 - August 1999
QuadraMed February 1995 - June 1997
Skills
Software Sales, Business Planning, Business Process, Building Relationships, Relationship Development, Customer Relations, Strategic Planning, New Business Development, ERP/CRM, Pre-sales, Partner Relationship..., Closing Deals, EDI, Business Intelligence, Requirements Analysis, Business Analysis, Management Consulting, ERP, Crystal Reports, Software Implementation, Enterprise Software, Manufacturing, Integration, Software Training, Accounting, Problem Solving, Process Improvement, Business Strategy, Customer Service, Hands-on Training, Digital Media, Professional Services, Product Management, Software Industry, Partner Management, Management, Business Development, Entrepreneurship, Marketing, Program Management, Sales Process, Consulting, Strategic Partnerships, CRM, Project Management, Deal Closure, Training, Marketing Strategy, Start-ups, Strategy
Education
CIMBA
MBA, International Business and Consulting
Northern Arizona University, College of Business Administration
Bachelor of Science, Public Accounting
AccountingSuite November 2012 - Present
Independent Distribution Collective 2006 - Present
Parkinson Accounting Systems March 2001 - October 2012
chameleon Music LLC January 1999 - June 2006
Banc of America Securities June 1997 - August 1999
QuadraMed February 1995 - June 1997
Skills
Software Sales, Business Planning, Business Process, Building Relationships, Relationship Development, Customer Relations, Strategic Planning, New Business Development, ERP/CRM, Pre-sales, Partner Relationship..., Closing Deals, EDI, Business Intelligence, Requirements Analysis, Business Analysis, Management Consulting, ERP, Crystal Reports, Software Implementation, Enterprise Software, Manufacturing, Integration, Software Training, Accounting, Problem Solving, Process Improvement, Business Strategy, Customer Service, Hands-on Training, Digital Media, Professional Services, Product Management, Software Industry, Partner Management, Management, Business Development, Entrepreneurship, Marketing, Program Management, Sales Process, Consulting, Strategic Partnerships, CRM, Project Management, Deal Closure, Training, Marketing Strategy, Start-ups, Strategy
Education
CIMBA
MBA, International Business and Consulting
Northern Arizona University, College of Business Administration
Bachelor of Science, Public Accounting
David George David George's Banc of America Securities Experience June 2006 - March 2007
Job Senior Vice President at AIG
Industry Financial Services
Experience
AIG July 2013 - Present
AIG November 2012 - July 2013
AIG March 2007 - November 2012
Banc of America Securities June 2006 - March 2007
Credit Suisse February 2004 - June 2006
Reuters December 2002 - December 2003
Sapient January 2000 - March 2002
Skills
Performance Management, Change Management, Project Management, Shared Services, Leadership, Risk Management, Management Consulting, Business Analysis, Program Management, Executive Management, Strategy, Business Process..., Management, Financial Services, Business Transformation, Business Strategy, PMO, Governance
Education
Carnegie Mellon University
BS, Civil Engineering, Economics
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Business Strategy
AIG July 2013 - Present
AIG November 2012 - July 2013
AIG March 2007 - November 2012
Banc of America Securities June 2006 - March 2007
Credit Suisse February 2004 - June 2006
Reuters December 2002 - December 2003
Sapient January 2000 - March 2002
Skills
Performance Management, Change Management, Project Management, Shared Services, Leadership, Risk Management, Management Consulting, Business Analysis, Program Management, Executive Management, Strategy, Business Process..., Management, Financial Services, Business Transformation, Business Strategy, PMO, Governance
Education
Carnegie Mellon University
BS, Civil Engineering, Economics
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Business Strategy
Shenila Khoja-Moolji Shenila Khoja-Moolji's Banc of America Securities Experience 2006 - 2007
Job Research Fellow and Doctoral Candidate at Teachers College, Columbia University
Industry Research
Experience
Harvard Divinity School March 2015 - Present
Teachers College, Columbia University 2013 - Present
Queens College August 2013 - December 2013
SUNY College at Old Westbury August 2013 - December 2013
SUNY College at Old Westbury 2012 - 2013
Harvard University 2009 - 2011
Aga Khan Academies 2007 - 2008
Banc of America Securities 2006 - 2007
Credit Suisse 2005 - 2006
Education
Teachers College of Columbia University 2013 — 2016
Doctor of Education (EdD), Curriculum Studies and Feminist Scholarship
Harvard University 2008 — 2010
MTS, Islamic Studies and Gender
Brown University 2001 — 2005
BA, International Relations and Business Economics
University of Oxford 2003 — 2004
Politics, Philosophy and Economics
Harvard Divinity School March 2015 - Present
Teachers College, Columbia University 2013 - Present
Queens College August 2013 - December 2013
SUNY College at Old Westbury August 2013 - December 2013
SUNY College at Old Westbury 2012 - 2013
Harvard University 2009 - 2011
Aga Khan Academies 2007 - 2008
Banc of America Securities 2006 - 2007
Credit Suisse 2005 - 2006
Education
Teachers College of Columbia University 2013 — 2016
Doctor of Education (EdD), Curriculum Studies and Feminist Scholarship
Harvard University 2008 — 2010
MTS, Islamic Studies and Gender
Brown University 2001 — 2005
BA, International Relations and Business Economics
University of Oxford 2003 — 2004
Politics, Philosophy and Economics
Jeff Stroble Jeff Stroble's Banc of America Securities Experience June 2007 - August 2007
Job Senior Advisor Strategic Analytics, Enterprise Innovation at CVS Health
Industry Health, Wellness and Fitness
Experience
CVS Caremark Corporation September 2012 - August 2014
Healthways April 2011 - December 2011
Somerset Capital February 2009 - February 2010
Banc of America Securities June 2007 - August 2007
Chubb February 2004 - May 2006
S.H. Smith Insurance Agency October 2002 - February 2004
Smuttynose Brewing Company June 1999 - August 2001
Skills
Financial Analysis, Business Valuation, Financial Modeling, Business Strategy, Quantitative Analysis, Risk Management, Underwriting, Data Analysis, Forecasting, Analytics, Valuation, Strategy, Analysis, Finance, Management, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance
Bryant University 1998 — 2002
BS, Finance, Computer Information Systems
CVS Caremark Corporation September 2012 - August 2014
Healthways April 2011 - December 2011
Somerset Capital February 2009 - February 2010
Banc of America Securities June 2007 - August 2007
Chubb February 2004 - May 2006
S.H. Smith Insurance Agency October 2002 - February 2004
Smuttynose Brewing Company June 1999 - August 2001
Skills
Financial Analysis, Business Valuation, Financial Modeling, Business Strategy, Quantitative Analysis, Risk Management, Underwriting, Data Analysis, Forecasting, Analytics, Valuation, Strategy, Analysis, Finance, Management, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance
Bryant University 1998 — 2002
BS, Finance, Computer Information Systems
Bruce Edlund Bruce Edlund's Banc of America Securities Experience August 1996 - July 2000
Job Director of Treasury at Citrix
Industry Retail
Experience
Citrix June 2014 - Present
Tower46 LLC December 2010 - Present
Wal-Mart January 2010 - May 2014
Citrix Systems, Inc. November 2004 - January 2010
DIRECTV Latin America September 2002 - October 2004
Standard Bank December 2001 - March 2002
RBC August 2000 - December 2001
Banc of America Securities August 1996 - July 2000
Skills
Cash Flow Forecasting, Cash Management, Spanish, French, Hedging, FX Hedging, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Treasury Management, Forecasting, Finance, Management, Investment Banking, SAP
Education
Thunderbird School of Global Management 1994 — 1996
MBA, Finance
California State University-Sacramento 1989 — 1992
BA, Economics and French
Citrix June 2014 - Present
Tower46 LLC December 2010 - Present
Wal-Mart January 2010 - May 2014
Citrix Systems, Inc. November 2004 - January 2010
DIRECTV Latin America September 2002 - October 2004
Standard Bank December 2001 - March 2002
RBC August 2000 - December 2001
Banc of America Securities August 1996 - July 2000
Skills
Cash Flow Forecasting, Cash Management, Spanish, French, Hedging, FX Hedging, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Treasury Management, Forecasting, Finance, Management, Investment Banking, SAP
Education
Thunderbird School of Global Management 1994 — 1996
MBA, Finance
California State University-Sacramento 1989 — 1992
BA, Economics and French
Carolyn Rottinghaus's Banc of America Securities Experience 2001 - 2004
Job Owner Salon Adagio
Industry Health, Wellness and Fitness
Experience
Salon Adagio April 2011 - Present
U.S. Bank March 2008 - April 2011
Deposit Payments Solutions March 2008 - June 2009
Bank of America 2004 - 2008
Global Treasury Management July 2004 - April 2006
Banc of America Securities 2001 - 2004
Securities and Commodities Group July 1999 - July 2001
Skills
Banking, Portfolio Management, Finance, Credit, Treasury Management, CRM, Hair Care, Skin Care Products, Management, Cash Management, Public Speaking, Social Networking, Sales, Marketing, Customer Service, Leadership
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2007
MBA, Finance, Management
University of Notre Dame - Mendoza College of Business 1995 — 1999
Boston University
Salon Adagio April 2011 - Present
U.S. Bank March 2008 - April 2011
Deposit Payments Solutions March 2008 - June 2009
Bank of America 2004 - 2008
Global Treasury Management July 2004 - April 2006
Banc of America Securities 2001 - 2004
Securities and Commodities Group July 1999 - July 2001
Skills
Banking, Portfolio Management, Finance, Credit, Treasury Management, CRM, Hair Care, Skin Care Products, Management, Cash Management, Public Speaking, Social Networking, Sales, Marketing, Customer Service, Leadership
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2007
MBA, Finance, Management
University of Notre Dame - Mendoza College of Business 1995 — 1999
Boston University
Rich Beaty Rich Beaty's Banc of America Securities Experience March 2007 - February 2009
Job Managing Director Capital Markets at F.N.B. Corporation
Industry Banking
Experience
20/20 Capital Group, LLC November 2013 - Present
F.N.B. Corporation April 2011 - Present
Regions Financial Corporation August 2009 - April 2011
Banc of America Securities March 2007 - February 2009
National City Bank August 1998 - December 2006
Skills
Capital Markets, Financial Structuring, Credit, Credit Risk, Loans, Commercial Lending, Credit Analysis, Syndications, Financial Modeling, Leveraged Finance, Commercial Banking, Underwriting, Due Diligence, Mergers & Acquisitions, Banking, Private Equity, Investments, Financial Analysis, Middle Market, Risk Management, Insurance, Asset Based Lending, Series 7, Series 63, Portfolio Management, Loan Origination
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2006
MBA, Finance (with honors)
University of Pittsburgh 1994 — 1998
BA, Economics
20/20 Capital Group, LLC November 2013 - Present
F.N.B. Corporation April 2011 - Present
Regions Financial Corporation August 2009 - April 2011
Banc of America Securities March 2007 - February 2009
National City Bank August 1998 - December 2006
Skills
Capital Markets, Financial Structuring, Credit, Credit Risk, Loans, Commercial Lending, Credit Analysis, Syndications, Financial Modeling, Leveraged Finance, Commercial Banking, Underwriting, Due Diligence, Mergers & Acquisitions, Banking, Private Equity, Investments, Financial Analysis, Middle Market, Risk Management, Insurance, Asset Based Lending, Series 7, Series 63, Portfolio Management, Loan Origination
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2006
MBA, Finance (with honors)
University of Pittsburgh 1994 — 1998
BA, Economics
Robert Hillman, CFA Robert Hillman, CFA's Banc of America Securities Experience August 1997 - March 2007
Job Problem Solver
Industry Investment Management
Experience
RLH Consulting LLC August 2008 - Present
Centralina Economic Development Commission 2012 - 2015
Consolidated Planning, Inc. May 2012 - April 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Etrade Financial October 2007 - July 2008
Banc of America Securities August 1997 - March 2007
Barclays 1992 - 1997
Optron Systems 1987 - 1991
AT&T Bell Labs June 1986 - August 1986
Teradyne November 1983 - September 1985
Skills
Structured Finance, Valuation, Leadership Development, Asset Allocation, CDS, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bonds, Investment Banking, Investment Management, Alternative Investments, Portfolio Management, Equities, Financial Structuring, Asset Management, Corporate Finance, Investments, Options, Trading, Retirement Planning, Finance, Series 7, Derivatives, Bloomberg, Venture Capital, Business Planning, Financial Markets, Strategic Financial..., Strategy, Series 63, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Private Equity, Financial Analysis, Financial Advisory, Securities, Emerging Markets, Leveraged Finance, Start-ups, Financial Services, Financial Modeling, Entrepreneurship, Equity Research, Funding, Financial Planning
Education
New York University - Stern School of Business 1991 — 1993
MBA, Finance and International Business
Massachusetts Institute of Technology 1980 — 1987
BS, Electrical Engineering
Stuyvesant High School 1977 — 1980
Diploma, College Preparatory
Jackie Robinson Intermediate School 320 1974 — 1977
K - 12
Emma Johnson Public School 241 1968 — 1974
K - 12
Central Piedmont Community College
Business Administration and Management, General
New York Institute of Finance
CFA Preparation
Northeastern University
Financial Management
RLH Consulting LLC August 2008 - Present
Centralina Economic Development Commission 2012 - 2015
Consolidated Planning, Inc. May 2012 - April 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Etrade Financial October 2007 - July 2008
Banc of America Securities August 1997 - March 2007
Barclays 1992 - 1997
Optron Systems 1987 - 1991
AT&T Bell Labs June 1986 - August 1986
Teradyne November 1983 - September 1985
Skills
Structured Finance, Valuation, Leadership Development, Asset Allocation, CDS, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bonds, Investment Banking, Investment Management, Alternative Investments, Portfolio Management, Equities, Financial Structuring, Asset Management, Corporate Finance, Investments, Options, Trading, Retirement Planning, Finance, Series 7, Derivatives, Bloomberg, Venture Capital, Business Planning, Financial Markets, Strategic Financial..., Strategy, Series 63, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Private Equity, Financial Analysis, Financial Advisory, Securities, Emerging Markets, Leveraged Finance, Start-ups, Financial Services, Financial Modeling, Entrepreneurship, Equity Research, Funding, Financial Planning
Education
New York University - Stern School of Business 1991 — 1993
MBA, Finance and International Business
Massachusetts Institute of Technology 1980 — 1987
BS, Electrical Engineering
Stuyvesant High School 1977 — 1980
Diploma, College Preparatory
Jackie Robinson Intermediate School 320 1974 — 1977
K - 12
Emma Johnson Public School 241 1968 — 1974
K - 12
Central Piedmont Community College
Business Administration and Management, General
New York Institute of Finance
CFA Preparation
Northeastern University
Financial Management
Rhanda Salma Rhanda Salma's Banc of America Securities Experience April 2000 - April 2001
Job Real Estate Broker / Partner at Salma & Company, Serving San Francisco & Marin
Industry Real Estate
Experience
SALMA & COMPANY June 2002 - Present
CCBN, now Thomson Reuters April 2001 - June 2002
Banc of America Securities April 2000 - April 2001
Skills
Contract Negotiation, Due Diligence, Escrow, Real Estate, Property Management, Investment Properties, Residential Homes, Sellers, Condos, Negotiation, Marketing, First Time Home Buyers, Real Estate Development, Real Estate Transactions, Mixed-use, Sales, Real Estate Economics, Property, Listings, Tenant, Landlord/Tenant Matters, Property Tax, Customer Service, Real Property, Income Properties, Buyer Representation, Buyers
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, International Business with a minor in Economics
Saint Ignatius College Prepatory
SALMA & COMPANY June 2002 - Present
CCBN, now Thomson Reuters April 2001 - June 2002
Banc of America Securities April 2000 - April 2001
Skills
Contract Negotiation, Due Diligence, Escrow, Real Estate, Property Management, Investment Properties, Residential Homes, Sellers, Condos, Negotiation, Marketing, First Time Home Buyers, Real Estate Development, Real Estate Transactions, Mixed-use, Sales, Real Estate Economics, Property, Listings, Tenant, Landlord/Tenant Matters, Property Tax, Customer Service, Real Property, Income Properties, Buyer Representation, Buyers
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, International Business with a minor in Economics
Saint Ignatius College Prepatory
Ronald W. Phillis Ronald W. Phillis's Banc of America Securities Experience August 2005 - September 2006
Job Private Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2011 - Present
Banc of America Securities August 2005 - September 2006
Banc of America Securities April 2002 - September 2005
Goldman Sachs, Inc. November 1997 - April 2002
Fidelity Management and Research Company June 1996 - August 1996
Houlihan Lokey May 1991 - April 1995
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
California State University-Northridge 1987 — 1990
B.S., Finance
UBS Financial Services Inc. May 2011 - Present
Banc of America Securities August 2005 - September 2006
Banc of America Securities April 2002 - September 2005
Goldman Sachs, Inc. November 1997 - April 2002
Fidelity Management and Research Company June 1996 - August 1996
Houlihan Lokey May 1991 - April 1995
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
California State University-Northridge 1987 — 1990
B.S., Finance
Andrew Houghton Andrew Houghton's Banc of America Securities Experience November 1995 - February 2003
Job Investment Advisor, Delta Investment Management
Industry Financial Services
Experience
Delta Investment Management 2006 - Present
Susquehanna International Group March 2003 - March 2005
Banc of America Securities November 1995 - February 2003
Peace Corps 1986 - 1988
Skills
Investment Management, Wealth Management, Investments, Investment Advisory
Education
Boston University
Bachelor of Arts (B.A.), Economics
Deerfield Academy
Delta Investment Management 2006 - Present
Susquehanna International Group March 2003 - March 2005
Banc of America Securities November 1995 - February 2003
Peace Corps 1986 - 1988
Skills
Investment Management, Wealth Management, Investments, Investment Advisory
Education
Boston University
Bachelor of Arts (B.A.), Economics
Deerfield Academy
Tim Kriksciun Tim Kriksciun's Banc of America Securities Experience October 1999 - May 2000
Job Software QA Manager at PayForward
Industry Information Technology and Services
Experience
PayForward 2014 - Present
Opera Solutions August 2011 - 2014
CoreLogic June 2007 - August 2011
MakMitchell LLC July 2006 - June 2007
LPL January 2003 - July 2006
Warner Music Group May 2000 - June 2002
Banc of America Securities October 1999 - May 2000
Intuit April 1999 - October 1999
LPL September 1995 - April 1999
Skills
Software Quality..., Quality Assurance, SDLC, Test Planning, Test Automation, Agile Methodologies, Testing, Software Development
Education
California State University-San Marcos - College of Business Administration 1996 — 1998
Bachelor of Science, Business Administration
PayForward 2014 - Present
Opera Solutions August 2011 - 2014
CoreLogic June 2007 - August 2011
MakMitchell LLC July 2006 - June 2007
LPL January 2003 - July 2006
Warner Music Group May 2000 - June 2002
Banc of America Securities October 1999 - May 2000
Intuit April 1999 - October 1999
LPL September 1995 - April 1999
Skills
Software Quality..., Quality Assurance, SDLC, Test Planning, Test Automation, Agile Methodologies, Testing, Software Development
Education
California State University-San Marcos - College of Business Administration 1996 — 1998
Bachelor of Science, Business Administration
Islam Abdelal Islam Abdelal's Banc of America Securities Experience 2001 - 2002
Job Associate General Counsel at McKinsey & Company
Industry Legal Services
Experience
McKinsey & Company November 2010 - Present
Pinsent Masons 2010 - 2010
Herbert Smith LLP August 2006 - October 2009
Edison Schools 2002 - 2003
Banc of America Securities 2001 - 2002
Skills
Corporate Finance, Joint Ventures, Due Diligence, Mergers, Corporate Law, Capital Markets, Venture Capital, Intellectual Property, Restructuring, Project Finance, Cross-border..., Corporate Governance, Securities Regulation, Legal Advice, Competition Law, Mergers & Acquisitions
Education
Durham University 2003 — 2005
LLB, Law
Brown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
St. Peter's Preparatoy School
McKinsey & Company November 2010 - Present
Pinsent Masons 2010 - 2010
Herbert Smith LLP August 2006 - October 2009
Edison Schools 2002 - 2003
Banc of America Securities 2001 - 2002
Skills
Corporate Finance, Joint Ventures, Due Diligence, Mergers, Corporate Law, Capital Markets, Venture Capital, Intellectual Property, Restructuring, Project Finance, Cross-border..., Corporate Governance, Securities Regulation, Legal Advice, Competition Law, Mergers & Acquisitions
Education
Durham University 2003 — 2005
LLB, Law
Brown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
St. Peter's Preparatoy School
Jennifer Haylor Milacci's Banc of America Securities Experience March 2005 - August 2005
Job Managing Director at Renaissance Technologies
Industry Financial Services
Experience
Renaissance Technologies August 2005 - Present
Banc of America Securities March 2005 - August 2005
Morgan Stanley Investment Management June 2003 - August 2003
Putnam Investments October 1995 - April 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance, International Business
Carnegie Mellon University 1991 — 1995
BS
Bexley High School 1987 — 1991
Montrose
Renaissance Technologies August 2005 - Present
Banc of America Securities March 2005 - August 2005
Morgan Stanley Investment Management June 2003 - August 2003
Putnam Investments October 1995 - April 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance, International Business
Carnegie Mellon University 1991 — 1995
BS
Bexley High School 1987 — 1991
Montrose
Dana Levenson Dana Levenson's Banc of America Securities Experience 1995 - 2000
Job Special Assistant to the Secretary for PublicPrivate Partnerships at Massachusetts Department of Transportation
Industry Government Administration
Experience
Massachusetts Department of Transportation September 2015 - Present
Massachusetts Department of Transportation November 2011 - Present
Royal Bank of Scotland 2007 - March 2011
City of Chicago 2004 - 2007
Banc One Capital Markets 2000 - 2004
Banc of America Securities 1995 - 2000
Kidder Peabody 1984 - 1994
Chemical Bank 1979 - 1984
Skills
Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
M.B.A.
Brown University 1976 — 1979
A.B. with Honors, European History
Worcester Academy 1970 — 1975
Massachusetts Department of Transportation September 2015 - Present
Massachusetts Department of Transportation November 2011 - Present
Royal Bank of Scotland 2007 - March 2011
City of Chicago 2004 - 2007
Banc One Capital Markets 2000 - 2004
Banc of America Securities 1995 - 2000
Kidder Peabody 1984 - 1994
Chemical Bank 1979 - 1984
Skills
Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
M.B.A.
Brown University 1976 — 1979
A.B. with Honors, European History
Worcester Academy 1970 — 1975
Lech Czerski Lech Czerski's Banc of America Securities Experience 2006 - 2006
Job BMO Capital
Industry Investment Banking
Experience
BMO Capital Markets June 2014 - Present
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2007 - March 2013
Banc of America Securities 2006 - 2006
State Street July 2001 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Valuation, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Banking, Due Diligence, M&A experience, Business Valuation, LBO, Capital Markets, Equities, Client Relationship..., Business Development, Food & Beverage, Consumer Products, Client Coverage, Team Leadership, Mentoring, Credit, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Suffolk University - Sawyer School of Management 2002 — 2004
MSF
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
BMO Capital Markets June 2014 - Present
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2007 - March 2013
Banc of America Securities 2006 - 2006
State Street July 2001 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Valuation, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Banking, Due Diligence, M&A experience, Business Valuation, LBO, Capital Markets, Equities, Client Relationship..., Business Development, Food & Beverage, Consumer Products, Client Coverage, Team Leadership, Mentoring, Credit, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Suffolk University - Sawyer School of Management 2002 — 2004
MSF
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
Alison Mortarotti's Banc of America Securities Experience March 1999 - November 2001
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Jeff McIntosh Jeff McIntosh's Banc of America Securities Experience May 2006 - August 2006
Job PILI Fellow at Loyola University Chicago School of Law Business Law Clinic
Industry Law Practice
Experience
Loyola University Chicago School of Law Business Law Clinic May 2015 - Present
Sidley Austin LLP May 2014 - August 2014
Chambers of the Honorable Judge Elizabeth Budzinski May 2013 - August 2013
McIntosh Chicago Style Massage Company March 2011 - August 2012
Martha's Vineyard, Inc. April 2011 - April 2012
Prairie Capital LP July 2008 - August 2010
Piper Jaffray July 2007 - June 2008
Banc of America Securities May 2006 - August 2006
Skills
Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Finance, Legal Writing, Leveraged Finance, Business Valuation, Investment Banking, Mergers & Acquisitions
Education
The University of Chicago Law School 2013 — 2015
Doctor of Laws (J.D.)
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2013
Doctor of Law (J.D.) Candidate, Business Certificate, Law
University of Notre Dame 2003 — 2007
Bachelor of Business Administration, Accountancy, magna cum laude
William Fremd High School 1999 — 2003
Loyola University Chicago School of Law Business Law Clinic May 2015 - Present
Sidley Austin LLP May 2014 - August 2014
Chambers of the Honorable Judge Elizabeth Budzinski May 2013 - August 2013
McIntosh Chicago Style Massage Company March 2011 - August 2012
Martha's Vineyard, Inc. April 2011 - April 2012
Prairie Capital LP July 2008 - August 2010
Piper Jaffray July 2007 - June 2008
Banc of America Securities May 2006 - August 2006
Skills
Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Finance, Legal Writing, Leveraged Finance, Business Valuation, Investment Banking, Mergers & Acquisitions
Education
The University of Chicago Law School 2013 — 2015
Doctor of Laws (J.D.)
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2013
Doctor of Law (J.D.) Candidate, Business Certificate, Law
University of Notre Dame 2003 — 2007
Bachelor of Business Administration, Accountancy, magna cum laude
William Fremd High School 1999 — 2003
Eric Morgan Eric Morgan's Banc of America Securities Experience 1997 - 2002
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities March 2005 - August 2012
Susquehanna 2002 - 2005
Banc of America Securities 1997 - 2002
Montgomery Securities 1994 - 1997
Skills
Equities, Electronic Trading, Equity Trading, Derivatives Trading, Prime Brokerage, Options, Trading Systems, Hedge Funds, Trading, Series 7, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Financial Markets, Fixed Income
Education
California State University-Sacramento 1988 — 1992
BS, Business
Wells Fargo Securities August 2012 - Present
Merlin Securities March 2005 - August 2012
Susquehanna 2002 - 2005
Banc of America Securities 1997 - 2002
Montgomery Securities 1994 - 1997
Skills
Equities, Electronic Trading, Equity Trading, Derivatives Trading, Prime Brokerage, Options, Trading Systems, Hedge Funds, Trading, Series 7, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Financial Markets, Fixed Income
Education
California State University-Sacramento 1988 — 1992
BS, Business
Caleb Hsieh Caleb Hsieh's Banc of America Securities Experience 2003 - 2006
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Bank August 2010 - Present
UBS Investment Bank 2006 - 2008
Banc of America Securities 2003 - 2006
JP Morgan 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance, Health Systems Management
Case Western Reserve University 1994 — 1998
BS, BS, BA, Accounting, Management, Chemistry
Macquarie Bank August 2010 - Present
UBS Investment Bank 2006 - 2008
Banc of America Securities 2003 - 2006
JP Morgan 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance, Health Systems Management
Case Western Reserve University 1994 — 1998
BS, BS, BA, Accounting, Management, Chemistry
Mark Gulley Mark Gulley's Banc of America Securities Experience 1999 - 2004
Job Principal at Gulley & Associates LLC
Industry Chemicals
Experience
Gulley & Associates LLC November 2004 - Present
BGC Partners October 2012 - November 2014
Ticonderoga Securities LLC 2011 - 2012
Soleil Securities June 2005 - May 2011
Banc of America Securities 1999 - 2004
Morgan Stanley 1989 - 1999
Dean Witter Reynolds 1987 - 1989
Air Products and Chemicals 1974 - 1984
Skills
Financial Analysis, Series 7, Financial Modeling, Research, Equities, Valuation, Capital Markets, Equity Research, Excel, Alternative Investments, Bloomberg, Equity Valuation, Bloomberg Terminal, Finance, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 1976 — 1978
MBA, Finance
Case Western Reserve University 1967 — 1971
B.S., Chemical Engineering
Gulley & Associates LLC November 2004 - Present
BGC Partners October 2012 - November 2014
Ticonderoga Securities LLC 2011 - 2012
Soleil Securities June 2005 - May 2011
Banc of America Securities 1999 - 2004
Morgan Stanley 1989 - 1999
Dean Witter Reynolds 1987 - 1989
Air Products and Chemicals 1974 - 1984
Skills
Financial Analysis, Series 7, Financial Modeling, Research, Equities, Valuation, Capital Markets, Equity Research, Excel, Alternative Investments, Bloomberg, Equity Valuation, Bloomberg Terminal, Finance, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 1976 — 1978
MBA, Finance
Case Western Reserve University 1967 — 1971
B.S., Chemical Engineering
Katie Tarta's Banc of America Securities Experience December 1999 - November 2001
Job Foundation Development at Eastern Christian School
Industry Events Services
Experience
Eastern Christian School March 2015 - Present
KT Creates, LLC October 2012 - Present
Kamabesu Villa August 2004 - Present
Bryan Couchenour Architect February 2006 - June 2014
KatiLady Events Inc. LLC. April 2005 - January 2008
Banc of America Securities December 1999 - November 2001
The Ritz-Carlton Hotel Company LLC September 1998 - August 1999
Skills
Negotiation, Hospitality, Procurement, Catering, Food & Beverage, Event Planning, Planning & Execution of..., Travel Arrangements, Detailed Organization, Management, Developments, Business Development, Lifestyle Writing, Writing, Advertising, Operations Improvement, Operations Directors, Hiring Personnel, Human Relationship, Vendor Management, Procurement Outsourcing, Outsourcing Management, Team-oriented, Weddings, Marketing, Wine, Customer Satisfaction, Project Planning, Sales Operations, Retail, Corporate Events, Wedding Planning, Project Management, Parties, Sales, Customer Service, Leadership, Marketing Strategy, Event Management, Strategic Planning, Social Media, Public Relations, Social Media Marketing, Team Building, Social Networking, New Business Development, Public Speaking
Education
University of Cincinnati College of Business 2003 — 2004
MBA, Business Management
Boston University 1995 — 1999
B.A., Hospitality Management
Ridgewood High School 1991 — 1995
College Prep
Eastern Christian School March 2015 - Present
KT Creates, LLC October 2012 - Present
Kamabesu Villa August 2004 - Present
Bryan Couchenour Architect February 2006 - June 2014
KatiLady Events Inc. LLC. April 2005 - January 2008
Banc of America Securities December 1999 - November 2001
The Ritz-Carlton Hotel Company LLC September 1998 - August 1999
Skills
Negotiation, Hospitality, Procurement, Catering, Food & Beverage, Event Planning, Planning & Execution of..., Travel Arrangements, Detailed Organization, Management, Developments, Business Development, Lifestyle Writing, Writing, Advertising, Operations Improvement, Operations Directors, Hiring Personnel, Human Relationship, Vendor Management, Procurement Outsourcing, Outsourcing Management, Team-oriented, Weddings, Marketing, Wine, Customer Satisfaction, Project Planning, Sales Operations, Retail, Corporate Events, Wedding Planning, Project Management, Parties, Sales, Customer Service, Leadership, Marketing Strategy, Event Management, Strategic Planning, Social Media, Public Relations, Social Media Marketing, Team Building, Social Networking, New Business Development, Public Speaking
Education
University of Cincinnati College of Business 2003 — 2004
MBA, Business Management
Boston University 1995 — 1999
B.A., Hospitality Management
Ridgewood High School 1991 — 1995
College Prep
Jillian Fascitelli Jillian Fascitelli's Banc of America Securities Experience June 2008 - August 2008
Job Business Development at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher July 2014 - Present
Gerson Lehrman Group July 2012 - June 2014
Gerson Lehrman Group April 2010 - June 2012
Banc of America Securities June 2008 - August 2008
ACE Limited 2005 - 2006
American International Group 2003 - 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Brown University 1999 — 2003
Mathematical Economics
Horace Mann School 1993 — 1999
Universidad Argentina de la Empresa
MBA
Gerstein Fisher July 2014 - Present
Gerson Lehrman Group July 2012 - June 2014
Gerson Lehrman Group April 2010 - June 2012
Banc of America Securities June 2008 - August 2008
ACE Limited 2005 - 2006
American International Group 2003 - 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Brown University 1999 — 2003
Mathematical Economics
Horace Mann School 1993 — 1999
Universidad Argentina de la Empresa
MBA
Kemp Schuessler's Banc of America Securities Experience 2003 - 2007
Job Business Development
Industry Financial Services
Experience
Merrill Lynch June 2012 - December 2014
BNP Paribas Securities Services October 2010 - November 2011
CJI Capital Markets, Inc. May 2009 - May 2010
Roth Capital Partners March 2008 - March 2009
RBC Capital Markets 2007 - 2008
Banc of America Securities 2003 - 2007
Banc of America Securities 2001 - 2003
Goldman Sachs 2000 - 2001
Montgomery Securities/Banc of America 1995 - 2000
Kidder, Peabody & Co. October 1990 - January 1994
Skills
Equities, Capital Markets, Capital, Trading, Series 63, Hedge Funds, Risk Management, Financial Structuring, Options, Electronic Trading, Finance, IPO, Equity Trading, Investments, Alternative Investments, Securities, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Private Equity, Series 7, Valuation
Education
Boston College 1984 — 1988
BA
The Delbarton School 1980 — 1984
Merrill Lynch June 2012 - December 2014
BNP Paribas Securities Services October 2010 - November 2011
CJI Capital Markets, Inc. May 2009 - May 2010
Roth Capital Partners March 2008 - March 2009
RBC Capital Markets 2007 - 2008
Banc of America Securities 2003 - 2007
Banc of America Securities 2001 - 2003
Goldman Sachs 2000 - 2001
Montgomery Securities/Banc of America 1995 - 2000
Kidder, Peabody & Co. October 1990 - January 1994
Skills
Equities, Capital Markets, Capital, Trading, Series 63, Hedge Funds, Risk Management, Financial Structuring, Options, Electronic Trading, Finance, IPO, Equity Trading, Investments, Alternative Investments, Securities, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Private Equity, Series 7, Valuation
Education
Boston College 1984 — 1988
BA
The Delbarton School 1980 — 1984
Grace Odogbili's Banc of America Securities Experience November 2006 - March 2009
Job Owner and Chef of Dining With Grace, Culinary Instructor
Industry Events Services
Experience
Dining With Grace, Inc. September 2009 - Present
Keys to Abundant Life April 2010 - Present
KPMG Advisory August 2011 - January 2015
Brooklyn Chamber of Commerce 2015 - 2015
Brooklyn Chamber of Commerce 2015 - 2015
Banc of America Securities November 2006 - March 2009
Skills
Cooking, Event Planning, Strategic Planning, Public Speaking, Microsoft Excel, Research, Team Building, Entrepreneurship, Financial Analysis, Management, Business Strategy, Sales, Customer Service, Buffet, Microsoft Office, Marketing Strategy, Food, Social Media Marketing, Recruiting, Team Leadership, Business Development
Education
Stony Brook University 2000 — 2004
BA, Economics, Political Science
City University of New York City College 2010 — 2011
Hospitality Management, Culinary Arts
Kauffman Inst. 2010 — 2010
FastTrac New Venture
French Culinary Institue 2005 — 2006
Certificate, Essentials of Fine Cooking
Dining With Grace, Inc. September 2009 - Present
Keys to Abundant Life April 2010 - Present
KPMG Advisory August 2011 - January 2015
Brooklyn Chamber of Commerce 2015 - 2015
Brooklyn Chamber of Commerce 2015 - 2015
Banc of America Securities November 2006 - March 2009
Skills
Cooking, Event Planning, Strategic Planning, Public Speaking, Microsoft Excel, Research, Team Building, Entrepreneurship, Financial Analysis, Management, Business Strategy, Sales, Customer Service, Buffet, Microsoft Office, Marketing Strategy, Food, Social Media Marketing, Recruiting, Team Leadership, Business Development
Education
Stony Brook University 2000 — 2004
BA, Economics, Political Science
City University of New York City College 2010 — 2011
Hospitality Management, Culinary Arts
Kauffman Inst. 2010 — 2010
FastTrac New Venture
French Culinary Institue 2005 — 2006
Certificate, Essentials of Fine Cooking
Amanda Tepper Amanda Tepper's Banc of America Securities Experience 2006 - 2008
Job
Industry Investment Management
Experience
Chestnut Advisory Group January 2014 - Present
100 Women in Hedge Funds 2012 - Present
AllianceBernstein January 2010 - August 2011
AllianceBernstein September 2008 - January 2010
Banc of America Securities 2006 - 2008
JPMorgan September 1999 - June 2006
Skills
Equity Research, Equities, Hedge Funds, Investments, Alternative Investments, Asset Managment, Series 7, Fixed Income, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Investment Banking, Investment Strategies, Asset Allocation, Investment Management, High Yield, Equity Valuation, Emerging Markets, Mutual Funds, Securities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), International Finance, Multinational Management
Brown University 1981 — 1985
Bachelor's Degree, History
Phillips Academy, Andover, MA 1979 — 1981
Chestnut Advisory Group January 2014 - Present
100 Women in Hedge Funds 2012 - Present
AllianceBernstein January 2010 - August 2011
AllianceBernstein September 2008 - January 2010
Banc of America Securities 2006 - 2008
JPMorgan September 1999 - June 2006
Skills
Equity Research, Equities, Hedge Funds, Investments, Alternative Investments, Asset Managment, Series 7, Fixed Income, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Investment Banking, Investment Strategies, Asset Allocation, Investment Management, High Yield, Equity Valuation, Emerging Markets, Mutual Funds, Securities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), International Finance, Multinational Management
Brown University 1981 — 1985
Bachelor's Degree, History
Phillips Academy, Andover, MA 1979 — 1981
Daniel Wohlberg Daniel Wohlberg's Banc of America Securities Experience January 2009 - May 2009
Job Vice President at Eagle Point Credit Management LLC
Industry Capital Markets
Experience
Eagle Point Credit Management LLC February 2015 - Present
Dechert LLP December 2012 - February 2015
Cadwalader, Wickersham & Taft LLP September 2010 - December 2012
Hon. Elizabeth Stong, EDNY September 2009 - December 2009
Cadwalader, Wickersham & Taft LLP May 2009 - August 2009
Banc of America Securities January 2009 - May 2009
Hon. Charles P. Sifton, EDNY September 2008 - December 2008
Fragomen, Del Rey, Bernsen & Loewy LLP May 2008 - August 2008
Suffolk County Attorney's Office September 2006 - March 2007
Skills
Derivatives, Structured Products, Equity Derivatives, Securities, Legal Writing, Courts, Hedge Funds, Civil Litigation, Structured Finance, Asset Managment, Alternative Investments, Financial Structuring, Capital Markets, Banking, Securities Regulation, Immigration Law, Bankruptcy, ISDA, Equities, Corporate Law, Securitization, Cross-border..., Corporate Governance, Private Equity, Financial Transactions
Education
Brooklyn Law School 2007 — 2010
J.D.
Stony Brook University 2003 — 2007
B.S., Psychology and Business Administration
Eagle Point Credit Management LLC February 2015 - Present
Dechert LLP December 2012 - February 2015
Cadwalader, Wickersham & Taft LLP September 2010 - December 2012
Hon. Elizabeth Stong, EDNY September 2009 - December 2009
Cadwalader, Wickersham & Taft LLP May 2009 - August 2009
Banc of America Securities January 2009 - May 2009
Hon. Charles P. Sifton, EDNY September 2008 - December 2008
Fragomen, Del Rey, Bernsen & Loewy LLP May 2008 - August 2008
Suffolk County Attorney's Office September 2006 - March 2007
Skills
Derivatives, Structured Products, Equity Derivatives, Securities, Legal Writing, Courts, Hedge Funds, Civil Litigation, Structured Finance, Asset Managment, Alternative Investments, Financial Structuring, Capital Markets, Banking, Securities Regulation, Immigration Law, Bankruptcy, ISDA, Equities, Corporate Law, Securitization, Cross-border..., Corporate Governance, Private Equity, Financial Transactions
Education
Brooklyn Law School 2007 — 2010
J.D.
Stony Brook University 2003 — 2007
B.S., Psychology and Business Administration
Christian Clark's Banc of America Securities Experience May 2006 - March 2008
Job Experienced Financial Services Consultant
Industry Financial Services
Experience
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Chris Merlin Chris Merlin's Banc of America Securities Experience January 2000 - January 2008
Job Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
Quest Capital February 2010 - April 2010
Banc of America Securities January 2000 - January 2008
Montgomery Securities January 1996 - January 2000
DEAN WITTER DISCOVER & COMPANY January 1995 - January 1996
MERRILL LYNCH PIERCE FENNER & SMITH January 1983 - January 1988
Skills
Securities, Equities, Management, Operations Management, Investments, Financial Services
Education
California State University-East Bay
MBA, Finance
University of Wisconsin-Madison
B.S, Geography; Locational Analysis
Wells Fargo Advisors, LLC September 2010 - Present
Quest Capital February 2010 - April 2010
Banc of America Securities January 2000 - January 2008
Montgomery Securities January 1996 - January 2000
DEAN WITTER DISCOVER & COMPANY January 1995 - January 1996
MERRILL LYNCH PIERCE FENNER & SMITH January 1983 - January 1988
Skills
Securities, Equities, Management, Operations Management, Investments, Financial Services
Education
California State University-East Bay
MBA, Finance
University of Wisconsin-Madison
B.S, Geography; Locational Analysis
Rani Chouha Rani Chouha's Banc of America Securities Experience 2001 - 2004
Job President at Agami Technologies
Industry Information Technology and Services
Experience
Agami Technologies April 2006 - Present
Merlin Securities July 2004 - August 2012
Banc of America Securities Prime Brokerage 2002 - 2004
Banc of America Securities 2001 - 2004
24/7 Real Media 1996 - 2002
Skills
SDLC, Cisco Technologies, Enterprise Architecture, Integration, Cisco Certified, Data Center, Disaster Recovery, IT Strategy, Security, Agile Methodologies, Cloud Computing, Enterprise Software, Information Security, PMP, Routing, Software Development, VoIP, Project Management
Education
City University of New York City College 1991 — 1996
Bachelor, Computer Science
College St. Marc
Agami Technologies April 2006 - Present
Merlin Securities July 2004 - August 2012
Banc of America Securities Prime Brokerage 2002 - 2004
Banc of America Securities 2001 - 2004
24/7 Real Media 1996 - 2002
Skills
SDLC, Cisco Technologies, Enterprise Architecture, Integration, Cisco Certified, Data Center, Disaster Recovery, IT Strategy, Security, Agile Methodologies, Cloud Computing, Enterprise Software, Information Security, PMP, Routing, Software Development, VoIP, Project Management
Education
City University of New York City College 1991 — 1996
Bachelor, Computer Science
College St. Marc
Hans Miller Hans Miller's Banc of America Securities Experience 2005 - 2008
Job Chairman, Hwa Hong Corporation (Singapore)
Industry Financial Services
Experience
Hwa Hong Corporation January 2005 - Present
H Hugh Miller Photography 2006 - Present
Protective Life August 2009 - February 2015
Tawa PLC April 2012 - June 2013
Banc of America Securities 2005 - 2008
The Hartford 1986 - 2004
Cigna 1985 - 1988
AFIA 1974 - 1985
AFIA 1974 - 1985
Skills
Reinsurance, Insurance, Risk Management, Mergers, Strategic Planning, Financial Services, Business Strategy, Financial Risk, investment banking, investor relations, Mergers & Acquisitions, Management, Auditing, Investments, Fine Art Photography
Education
Carleton College 1970 — 1974
BA, Economics
Université de Franche-Comté 1973 — 1974
southwest high school, Kansas CIty, MO 1966 — 1970
Hwa Hong Corporation January 2005 - Present
H Hugh Miller Photography 2006 - Present
Protective Life August 2009 - February 2015
Tawa PLC April 2012 - June 2013
Banc of America Securities 2005 - 2008
The Hartford 1986 - 2004
Cigna 1985 - 1988
AFIA 1974 - 1985
AFIA 1974 - 1985
Skills
Reinsurance, Insurance, Risk Management, Mergers, Strategic Planning, Financial Services, Business Strategy, Financial Risk, investment banking, investor relations, Mergers & Acquisitions, Management, Auditing, Investments, Fine Art Photography
Education
Carleton College 1970 — 1974
BA, Economics
Université de Franche-Comté 1973 — 1974
southwest high school, Kansas CIty, MO 1966 — 1970
Dennis Jacobi Dennis Jacobi's Banc of America Securities Experience 1998 - 2008
Job Senior Vice President at BTIG
Industry Financial Services
Experience
BTIG July 2012 - Present
BNP Paribas Prime October 2008 - July 2011
Banc of America Securities 1998 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Alternative Investments, Capital Markets, Investment Banking, Series 7, Asset Managment, Securities, Bloomberg, Investments, Derivatives, Trading, Private Equity
Education
Bowdoin College 1988 — 1992
BA, Government and Legal Studies
Collegiate School 1984 — 1988
St. Brendan
St. Brendan
BTIG July 2012 - Present
BNP Paribas Prime October 2008 - July 2011
Banc of America Securities 1998 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Alternative Investments, Capital Markets, Investment Banking, Series 7, Asset Managment, Securities, Bloomberg, Investments, Derivatives, Trading, Private Equity
Education
Bowdoin College 1988 — 1992
BA, Government and Legal Studies
Collegiate School 1984 — 1988
St. Brendan
St. Brendan
Victor Reynolds's Banc of America Securities Experience April 2007 - May 2007
Job Sr software engineer
Industry Computer Games
Experience
OPSWAT January 2015 - Present
SF Champions June 2007 - Present
OnLive May 2013 - June 2014
Donnerwood Media August 2010 - May 2013
home December 2009 - August 2010
OneNine Studios February 2009 - December 2009
I-play October 2007 - December 2008
Page 44 Studios May 2007 - September 2007
Banc of America Securities April 2007 - May 2007
OnomyLabs Inc March 2006 - March 2007
Skills
Unity3D, C++, Game Programming, Game Development, Programming, Gameplay Programming, C, Scripting, C#, OpenGL, Python, Android, Mobile Games
Education
University of La Verne 2003 — 2006
BS, Computer Science and Engineering
University of La Verne 2003 — 2005
Bachelor of Science, Computer Science and Engineering
California State Polytechnic University 2000 — 2003
Computer Science
California State Polytechnic University-Pomona 2000 — 2003
computer science
saint Ignatius college prep 1996 — 2000
diploma
OPSWAT January 2015 - Present
SF Champions June 2007 - Present
OnLive May 2013 - June 2014
Donnerwood Media August 2010 - May 2013
home December 2009 - August 2010
OneNine Studios February 2009 - December 2009
I-play October 2007 - December 2008
Page 44 Studios May 2007 - September 2007
Banc of America Securities April 2007 - May 2007
OnomyLabs Inc March 2006 - March 2007
Skills
Unity3D, C++, Game Programming, Game Development, Programming, Gameplay Programming, C, Scripting, C#, OpenGL, Python, Android, Mobile Games
Education
University of La Verne 2003 — 2006
BS, Computer Science and Engineering
University of La Verne 2003 — 2005
Bachelor of Science, Computer Science and Engineering
California State Polytechnic University 2000 — 2003
Computer Science
California State Polytechnic University-Pomona 2000 — 2003
computer science
saint Ignatius college prep 1996 — 2000
diploma
Lisa Kaplowitz's Banc of America Securities Experience 2001 - 2002
Job CFO Strategic and Visionary Focused
Industry Retail
Experience
Hello Products LLC June 2014 - July 2015
Contract Consultant 2013 - 2014
Miss Matched, Inc. 2010 - May 2012
Bed Bath & Beyond 2002 - 2010
Banc of America Securities 2001 - 2002
Sunterra Resorts 1997 - 1999
Deutsche Bank (Alex. Brown & Sons) 1995 - 1997
Skills
Strategic Planning, Corporate Finance, Budgeting and..., Internal Financial..., Contract Negotiation, Restructuring, Cash Management, Treasury Management, Working Capital..., Investor Relations, Gift Cards, Payment Card Processing, Integrating Acquisitions, Group Benefit Plans, Private Equity, Start-ups, Financial Modeling, Mergers, Mergers & Acquisitions, Accounting, Executive Management, Strategy
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Strategy, Organizational Behavior
Brown University 1991 — 1995
AB, Economics, International Relations
Hello Products LLC June 2014 - July 2015
Contract Consultant 2013 - 2014
Miss Matched, Inc. 2010 - May 2012
Bed Bath & Beyond 2002 - 2010
Banc of America Securities 2001 - 2002
Sunterra Resorts 1997 - 1999
Deutsche Bank (Alex. Brown & Sons) 1995 - 1997
Skills
Strategic Planning, Corporate Finance, Budgeting and..., Internal Financial..., Contract Negotiation, Restructuring, Cash Management, Treasury Management, Working Capital..., Investor Relations, Gift Cards, Payment Card Processing, Integrating Acquisitions, Group Benefit Plans, Private Equity, Start-ups, Financial Modeling, Mergers, Mergers & Acquisitions, Accounting, Executive Management, Strategy
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Strategy, Organizational Behavior
Brown University 1991 — 1995
AB, Economics, International Relations
Chris Lackett Chris Lackett's Banc of America Securities Experience March 2005 - July 2007
Job AVP at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors June 2015 - Present
BlackRock March 2011 - June 2015
Bank of America Merrill Lynch August 2009 - February 2011
Prologis June 2008 - August 2008
Banc of America Securities March 2005 - July 2007
Jersey Mike's Franchise Systems, Inc. August 2002 - February 2005
Skills
Real Estate Finance, Real Estate Investment, Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Real Estate, Investment Banking, Investments, Private Equity, Corporate Finance, Acquisitions, DCF, Real Estate Financing, M, Real Estate Development, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Real Estate, Finance
Bucknell University 1998 — 2002
BA, Economics
Prudential Real Estate Investors June 2015 - Present
BlackRock March 2011 - June 2015
Bank of America Merrill Lynch August 2009 - February 2011
Prologis June 2008 - August 2008
Banc of America Securities March 2005 - July 2007
Jersey Mike's Franchise Systems, Inc. August 2002 - February 2005
Skills
Real Estate Finance, Real Estate Investment, Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Real Estate, Investment Banking, Investments, Private Equity, Corporate Finance, Acquisitions, DCF, Real Estate Financing, M, Real Estate Development, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Real Estate, Finance
Bucknell University 1998 — 2002
BA, Economics
Todd J. Singer Todd J. Singer's Banc of America Securities Experience 1997 - 1999
Job Senior Vice President Project Development & Finance, Treasurer at Transmission Developers, Inc.
Industry Renewables & Environment
Experience
Transmission Developers, Inc. July 2012 - Present
Transmission Developers, Inc. June 2010 - July 2012
Brookdale Energy Advisors March 2009 - January 2010
Morgan Stanley 1999 - 2007
Banc of America Securities 1997 - 1999
Price Waterhouse 1996 - 1997
Time Warner Inc. 1991 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Bucknell University 1987 — 1991
BS, Management, Art History
Transmission Developers, Inc. July 2012 - Present
Transmission Developers, Inc. June 2010 - July 2012
Brookdale Energy Advisors March 2009 - January 2010
Morgan Stanley 1999 - 2007
Banc of America Securities 1997 - 1999
Price Waterhouse 1996 - 1997
Time Warner Inc. 1991 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Bucknell University 1987 — 1991
BS, Management, Art History
George Hoglund, CFA George Hoglund, CFA's Banc of America Securities Experience December 1999 - June 2003
Job Equity Research REITs at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Fitch Ratings September 2010 - June 2013
Barclays Capital / Lehman Brothers Inc June 2008 - January 2009
Bear Stearns July 2005 - June 2008
Banc of America Securities December 1999 - June 2003
Tierranueva S.A. January 1997 - October 1998
Skills
Valuation, Portfolio Management, Equities, DCF, Credit Analysis, Equity Research, Financial Modeling
Education
Simon Graduate School of Business, University of Rochester 2003 — 2005
MBA, Finance, International Management
California State University-East Bay 1993 — 1996
BS Business Administration, Finance
Jefferies & Company July 2013 - Present
Fitch Ratings September 2010 - June 2013
Barclays Capital / Lehman Brothers Inc June 2008 - January 2009
Bear Stearns July 2005 - June 2008
Banc of America Securities December 1999 - June 2003
Tierranueva S.A. January 1997 - October 1998
Skills
Valuation, Portfolio Management, Equities, DCF, Credit Analysis, Equity Research, Financial Modeling
Education
Simon Graduate School of Business, University of Rochester 2003 — 2005
MBA, Finance, International Management
California State University-East Bay 1993 — 1996
BS Business Administration, Finance
Brian Confino Brian Confino's Banc of America Securities Experience June 2001 - August 2001
Job Associate at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP February 2012 - Present
H&H Bagels June 2010 - February 2012
Update Legal 2007 - June 2010
McGovern & Associates PC 2006 - 2007
Hon. Carol B. Amon, US District Court, EDNY June 2005 - August 2005
Sidley Austin 2002 - 2004
Banc of America Securities June 2001 - August 2001
Emory University Cell Biology Laboratory 2000 - 2000
Education
Brooklyn Law School 2004 — 2007
JD, Law
Emory University 1998 — 2002
BS, Neurobiology
Greenberg Traurig, LLP February 2012 - Present
H&H Bagels June 2010 - February 2012
Update Legal 2007 - June 2010
McGovern & Associates PC 2006 - 2007
Hon. Carol B. Amon, US District Court, EDNY June 2005 - August 2005
Sidley Austin 2002 - 2004
Banc of America Securities June 2001 - August 2001
Emory University Cell Biology Laboratory 2000 - 2000
Education
Brooklyn Law School 2004 — 2007
JD, Law
Emory University 1998 — 2002
BS, Neurobiology
Scott Trefry Scott Trefry's Banc of America Securities Experience 2004 - 2005
Job Managing Director at NewStar Financial
Industry Banking
Experience
NewStar Financial January 2005 - Present
Banc of America Securities 2004 - 2005
Fleet Bank 2000 - 2004
Skills
Financial Structuring, Capital Markets, Credit Analysis, Investment Banking, Credit Risk, Portfolio Management, Hedge Funds, Loans, Credit, Private Equity, Financial Modeling, Valuation, Leveraged Finance, Securities, Underwriting
Education
Boston College - Carroll School of Management 1997 — 2000
MBA, Business, Finance
Hamilton College 1992 — 1994
BA, Economics
Thayer Academy
NewStar Financial January 2005 - Present
Banc of America Securities 2004 - 2005
Fleet Bank 2000 - 2004
Skills
Financial Structuring, Capital Markets, Credit Analysis, Investment Banking, Credit Risk, Portfolio Management, Hedge Funds, Loans, Credit, Private Equity, Financial Modeling, Valuation, Leveraged Finance, Securities, Underwriting
Education
Boston College - Carroll School of Management 1997 — 2000
MBA, Business, Finance
Hamilton College 1992 — 1994
BA, Economics
Thayer Academy
Paul Olson Paul Olson's Banc of America Securities Experience March 1999 - February 2000
Job Real Estate Finance and Commercial Mortgage Banker
Industry Capital Markets
Experience
Gershman Mortgage January 2014 - Present
Arbor Commercial Mortgage August 2012 - October 2013
Great Lakes Financial Group May 2010 - August 2012
Olson Financial Resources, Inc. March 2006 - May 2010
MMA Financial March 2002 - January 2006
Heller Financial December 2000 - December 2001
Banc of America Securities March 1999 - February 2000
Sumitomo Mitsui Banking Corporation April 1985 - March 1999
Skills
Valuation, Private Equity, Syndications, Credit Analysis, Real Estate Development, Bonds, Commercial Mortgages, LIHTC, Commercial Banking, Credit, Banking, Commercial Real Estate, Securitization, Loan Origination, Affordable Housing, Investment Banking, Project Finance, Real Estate Economics, Due Diligence, Real Estate, Investments
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance Concentration
Carleton College 1980 — 1984
B.A., History and Japanese
同志社大学 1981 — 1982
Economics
Gershman Mortgage January 2014 - Present
Arbor Commercial Mortgage August 2012 - October 2013
Great Lakes Financial Group May 2010 - August 2012
Olson Financial Resources, Inc. March 2006 - May 2010
MMA Financial March 2002 - January 2006
Heller Financial December 2000 - December 2001
Banc of America Securities March 1999 - February 2000
Sumitomo Mitsui Banking Corporation April 1985 - March 1999
Skills
Valuation, Private Equity, Syndications, Credit Analysis, Real Estate Development, Bonds, Commercial Mortgages, LIHTC, Commercial Banking, Credit, Banking, Commercial Real Estate, Securitization, Loan Origination, Affordable Housing, Investment Banking, Project Finance, Real Estate Economics, Due Diligence, Real Estate, Investments
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance Concentration
Carleton College 1980 — 1984
B.A., History and Japanese
同志社大学 1981 — 1982
Economics
Laura Dunlap's Banc of America Securities Experience 1998 - 2000
Job Registered Nurse at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System July 2008 - Present
City University of New York August 2003 - December 2004
dbMantra 2000 - 2002
Banc of America Securities (NationsBank merged with BankAmerica 1998) January 2000 - December 2000
Banc of America Securities 1998 - 2000
NationsBanc Montgomery Securities (Montgomery Securities was acquired by NationsBank in 1997) 1997 - 1998
Education
University of North Carolina at Charlotte 2014 — 2015
Graduate Certificate (pending December 2015), Health Informatics
University of North Carolina at Charlotte 2011 — 2012
Bachelor of Science, Registered Nursing/Registered Nurse
Carolinas College of Health Sciences 2006 — 2008
Associate degree
University of California, Irvine 1991 — 1996
Bachelor Of Arts
Carolinas Healthcare System July 2008 - Present
City University of New York August 2003 - December 2004
dbMantra 2000 - 2002
Banc of America Securities (NationsBank merged with BankAmerica 1998) January 2000 - December 2000
Banc of America Securities 1998 - 2000
NationsBanc Montgomery Securities (Montgomery Securities was acquired by NationsBank in 1997) 1997 - 1998
Education
University of North Carolina at Charlotte 2014 — 2015
Graduate Certificate (pending December 2015), Health Informatics
University of North Carolina at Charlotte 2011 — 2012
Bachelor of Science, Registered Nursing/Registered Nurse
Carolinas College of Health Sciences 2006 — 2008
Associate degree
University of California, Irvine 1991 — 1996
Bachelor Of Arts
Ryan Delahanty's Banc of America Securities Experience July 2004 - October 2005
Job Director Strategic Partnerships at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal Live Group August 2012 - Present
MTV Networks April 2010 - August 2012
Comedy Central October 2006 - April 2010
Nickelodeon November 2005 - October 2006
Banc of America Securities July 2004 - October 2005
Bear Stearns April 2003 - July 2004
Skills
ad sales, integrated marketing, Strategic Partnerships, Sponsorship, Partnership Marketing, Creative Strategy, Entertainment, Media, Digital Media, Marketing, Marketing Strategy, Sales, Creative Solutions, Management, Manage Client..., Advertising, Online Advertising, co-branded partnerships, Branded Entertainment, Project Management, Promotions, event marketing, Social Media, Leadership, Media Buying, Media Planning, Business Development, Business Strategy, Integrated Marketing, Event Planning, Digital Marketing, Mobile Marketing, Mobile Advertising, Online Marketing, Copywriting, Account Management, Digital Strategy, Social Media Marketing, Interactive Marketing, comScore, Product Marketing, Strategy, SEM, Television, Mobile Devices, Broadcast
Education
Bucknell University 1998 — 2002
Bachelor of Arts, English Literature, American History
Trinity-Pawling 1995 — 1998
High School Diploma
NBCUniversal Live Group August 2012 - Present
MTV Networks April 2010 - August 2012
Comedy Central October 2006 - April 2010
Nickelodeon November 2005 - October 2006
Banc of America Securities July 2004 - October 2005
Bear Stearns April 2003 - July 2004
Skills
ad sales, integrated marketing, Strategic Partnerships, Sponsorship, Partnership Marketing, Creative Strategy, Entertainment, Media, Digital Media, Marketing, Marketing Strategy, Sales, Creative Solutions, Management, Manage Client..., Advertising, Online Advertising, co-branded partnerships, Branded Entertainment, Project Management, Promotions, event marketing, Social Media, Leadership, Media Buying, Media Planning, Business Development, Business Strategy, Integrated Marketing, Event Planning, Digital Marketing, Mobile Marketing, Mobile Advertising, Online Marketing, Copywriting, Account Management, Digital Strategy, Social Media Marketing, Interactive Marketing, comScore, Product Marketing, Strategy, SEM, Television, Mobile Devices, Broadcast
Education
Bucknell University 1998 — 2002
Bachelor of Arts, English Literature, American History
Trinity-Pawling 1995 — 1998
High School Diploma
Christopher Lutton's Banc of America Securities Experience May 2005 - March 2008
Job CoFounder, Managing Partner at HonTe Investments, LLC
Industry Investment Management
Experience
HonTe Investments, LLC August 2015 - Present
Nomura Securities International August 2010 - August 2015
Deutsche Bank 2008 - 2010
Banc of America Securities May 2005 - March 2008
Goldman Sachs August 1999 - February 2005
Skills
Hedge Funds, Investments, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg, Financial Modeling, Alternative Investments, Valuation, Equity Derivatives, Structured Products, Emerging Markets, Financial Markets, Business Development, Business Strategy, New Business Development, Product Marketing, Fundraising
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance, Marketing
IESE Business School - University of Navarra 1999 — 1999
Finance, General
Bucknell University 1989 — 1993
Bachelor of Arts (B.A.), Japanese Language and Economics
Kansai Gaidai University 1991 — 1992
Japanese Studies
HonTe Investments, LLC August 2015 - Present
Nomura Securities International August 2010 - August 2015
Deutsche Bank 2008 - 2010
Banc of America Securities May 2005 - March 2008
Goldman Sachs August 1999 - February 2005
Skills
Hedge Funds, Investments, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg, Financial Modeling, Alternative Investments, Valuation, Equity Derivatives, Structured Products, Emerging Markets, Financial Markets, Business Development, Business Strategy, New Business Development, Product Marketing, Fundraising
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance, Marketing
IESE Business School - University of Navarra 1999 — 1999
Finance, General
Bucknell University 1989 — 1993
Bachelor of Arts (B.A.), Japanese Language and Economics
Kansai Gaidai University 1991 — 1992
Japanese Studies
William E Laverty William E Laverty's Banc of America Securities Experience April 2004 - June 2007
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2009 - Present
Banc of America Securities April 2004 - June 2007
JPMorgan Securities April 1997 - April 2004
Skills
Underwriting, Series 7, Mutual Funds, Municipalities, Series 63, Municipal Principal..., Management, Fixed Income, Investments, Capital Markets, Bonds, Asset Management, Securities, Bloomberg
Education
Boston College - Carroll School of Management 1973 — 1975
Master of Business Administration (MBA), Finance, General
Villanova University 1969 — 1973
Bachelor of Arts (B.A.), General Studies
Fidelity Investments March 2009 - Present
Banc of America Securities April 2004 - June 2007
JPMorgan Securities April 1997 - April 2004
Skills
Underwriting, Series 7, Mutual Funds, Municipalities, Series 63, Municipal Principal..., Management, Fixed Income, Investments, Capital Markets, Bonds, Asset Management, Securities, Bloomberg
Education
Boston College - Carroll School of Management 1973 — 1975
Master of Business Administration (MBA), Finance, General
Villanova University 1969 — 1973
Bachelor of Arts (B.A.), General Studies
Issary Alba's Banc of America Securities Experience May 2007 - August 2007
Job Senior Regional Sales Associate at AXA Distributors
Industry Financial Services
Experience
AXA US May 2011 - Present
Me Beau Bébé, Inc. April 2010 - Present
Tread Bike Shop May 2006 - June 2011
New York Business Partners June 2010 - August 2010
Boston University School of Management September 2007 - May 2010
Cone October 2009 - April 2010
SunGard July 2009 - August 2009
Positioning Systems February 2009 - May 2009
Banc of America Securities May 2007 - August 2007
Skills
Sales Presentations, Sales, Marketing, Microsoft Office, Microsoft Word, Outlook, Project Management, Internal Communications, Communication Skills, Competitive Analysis, Microsoft Excel, Direct Sales, Door to Door, Public Speaking, Research, Social Media, Spanish, Business Development
Education
Boston University 2006 — 2010
B.S.B.A, Marketing and International Management
AXA US May 2011 - Present
Me Beau Bébé, Inc. April 2010 - Present
Tread Bike Shop May 2006 - June 2011
New York Business Partners June 2010 - August 2010
Boston University School of Management September 2007 - May 2010
Cone October 2009 - April 2010
SunGard July 2009 - August 2009
Positioning Systems February 2009 - May 2009
Banc of America Securities May 2007 - August 2007
Skills
Sales Presentations, Sales, Marketing, Microsoft Office, Microsoft Word, Outlook, Project Management, Internal Communications, Communication Skills, Competitive Analysis, Microsoft Excel, Direct Sales, Door to Door, Public Speaking, Research, Social Media, Spanish, Business Development
Education
Boston University 2006 — 2010
B.S.B.A, Marketing and International Management
Lou Di Cerbo's Banc of America Securities Experience August 2002 - December 2008
Job Experienced Capital Markets Attorney │Futures & OTC Derivatives │Regulatory Implementations │Compliance
Industry Capital Markets
Experience
Bank of America Merrill Lynch January 2009 - February 2015
Banc of America Securities August 2002 - December 2008
Limitless, Inc. January 2001 - January 2002
FlowBanking, L.L.C. May 2000 - October 2000
Morgan Keegan & Company May 1998 - July 1999
First National Bank of Chicago (now JP Morgan Chase) August 1994 - May 1998
Lehman Brothers, Inc. February 1992 - August 1994
Bank of New York (formerly known as Irving Bank Corporation) June 1986 - February 1992
Pattison, Sampson, Ginsberg & Griffin, P.C. October 1984 - May 1986
Skills
Futures Clearing, Financial Regulation, Derivatives, Interest Rate..., Capital Markets, Trading, Fixed Income, Options, Credit, Leadership, Legal Writing, Regulatory Requirements, Change Management, Team Leadership, Legal Issues, Social Networking, Legal Support, Legal Services, Futures, Documentation, Securities
Education
Boston University School of Law 1981 — 1984
Juris Doctor, Law
Hamilton College 1977 — 1981
B.A., History and Government
Bank of America Merrill Lynch January 2009 - February 2015
Banc of America Securities August 2002 - December 2008
Limitless, Inc. January 2001 - January 2002
FlowBanking, L.L.C. May 2000 - October 2000
Morgan Keegan & Company May 1998 - July 1999
First National Bank of Chicago (now JP Morgan Chase) August 1994 - May 1998
Lehman Brothers, Inc. February 1992 - August 1994
Bank of New York (formerly known as Irving Bank Corporation) June 1986 - February 1992
Pattison, Sampson, Ginsberg & Griffin, P.C. October 1984 - May 1986
Skills
Futures Clearing, Financial Regulation, Derivatives, Interest Rate..., Capital Markets, Trading, Fixed Income, Options, Credit, Leadership, Legal Writing, Regulatory Requirements, Change Management, Team Leadership, Legal Issues, Social Networking, Legal Support, Legal Services, Futures, Documentation, Securities
Education
Boston University School of Law 1981 — 1984
Juris Doctor, Law
Hamilton College 1977 — 1981
B.A., History and Government
Shikha Anand Shikha Anand's Banc of America Securities Experience August 2007 - February 2009
Job Business Analyst / Project Manager Committed to excellence.
Industry Information Technology and Services
Experience
Paul Weiss Rifkind Wharton June 2015 - Present
ABB January 2014 - Present
Morgan Stanley May 2012 - July 2013
Bank of America Merrill Lynch February 2009 - October 2012
Banc of America Securities August 2007 - February 2009
FlexTrade Systems, Inc June 2005 - February 2007
FalconStor Software, Inc 2004 - 2005
Skills
MS Project, FIX, Equity Program Trading, Trading Systems, Mercury Quality Center, Quality Assurance, Testing, Verbal and Written..., MS..., User-Level Unix/Linux, Perl Basics, Order Management Systems, Smart Order Routing, Algorithmic Trading, User-Level SQL Basics, Confluence, Business Analysis, Software Project..., Knowledge of ETFs, XML, Equities, Quality Center, Trading System, SQL, Order Management, Routing, SDLC, Trading, Electronic Trading, Agile Methodologies
Education
City University of New York
B. Tech. in Computer Systems
Paul Weiss Rifkind Wharton June 2015 - Present
ABB January 2014 - Present
Morgan Stanley May 2012 - July 2013
Bank of America Merrill Lynch February 2009 - October 2012
Banc of America Securities August 2007 - February 2009
FlexTrade Systems, Inc June 2005 - February 2007
FalconStor Software, Inc 2004 - 2005
Skills
MS Project, FIX, Equity Program Trading, Trading Systems, Mercury Quality Center, Quality Assurance, Testing, Verbal and Written..., MS..., User-Level Unix/Linux, Perl Basics, Order Management Systems, Smart Order Routing, Algorithmic Trading, User-Level SQL Basics, Confluence, Business Analysis, Software Project..., Knowledge of ETFs, XML, Equities, Quality Center, Trading System, SQL, Order Management, Routing, SDLC, Trading, Electronic Trading, Agile Methodologies
Education
City University of New York
B. Tech. in Computer Systems
Lee Hansen Lee Hansen's Banc of America Securities Experience July 1994 - May 1997
Job Senior Advisor at Dwell Media
Industry Financial Services
Experience
Dwell Media September 2015 - Present
Sleepy Hollow Management Co. August 2015 - Present
Decorist January 2015 - Present
Turnaround Management Association December 2014 - Present
Meriturn Partners January 2002 - Present
Net Value Holdings September 1999 - August 2001
Bank of America Corporation May 1997 - September 1999
Banc of America Securities July 1994 - May 1997
Banc of America Securities June 1993 - July 1994
First Bankers Trust Company June 1989 - September 1991
Skills
Corporate Development, Mergers, Restructuring, Turn Around Management, Strategy, Private Equity, Venture Capital, Due Diligence, Investment Banking, Valuation, Corporate Finance, Financial Modeling, M&A experience, Private Placements, Business Strategy, Mergers & Acquisitions, Financial Analysis, Investments, Project Finance, LBO, Capital, Equities
Education
Northwestern University - Kellogg School of Management 1992 — 1993
MBA, Finance, Economics, Marketing
Bucknell University 1985 — 1989
BSBA, Business
Deerfield Academy 1981 — 1985
Dwell Media September 2015 - Present
Sleepy Hollow Management Co. August 2015 - Present
Decorist January 2015 - Present
Turnaround Management Association December 2014 - Present
Meriturn Partners January 2002 - Present
Net Value Holdings September 1999 - August 2001
Bank of America Corporation May 1997 - September 1999
Banc of America Securities July 1994 - May 1997
Banc of America Securities June 1993 - July 1994
First Bankers Trust Company June 1989 - September 1991
Skills
Corporate Development, Mergers, Restructuring, Turn Around Management, Strategy, Private Equity, Venture Capital, Due Diligence, Investment Banking, Valuation, Corporate Finance, Financial Modeling, M&A experience, Private Placements, Business Strategy, Mergers & Acquisitions, Financial Analysis, Investments, Project Finance, LBO, Capital, Equities
Education
Northwestern University - Kellogg School of Management 1992 — 1993
MBA, Finance, Economics, Marketing
Bucknell University 1985 — 1989
BSBA, Business
Deerfield Academy 1981 — 1985
Chris Barkauskas Chris Barkauskas's Banc of America Securities Experience January 2005 - January 2008
Job Managing Director at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities April 2012 - Present
Morgan Keegan May 2008 - April 2012
Banc of America Securities January 2005 - January 2008
Cowen and Company June 1996 - June 2004
SoundView Technology Group 2004 - 2004
Skills
Financial Markets, Equities, Hedge Funds, Alternative Investments, Capital Markets, Sales, Series 7, Series 63, Client Relationship..., Investments, Investment Management, Financial Services, Equity Research, CRM, Marketing Research, Idea Generation, Finance, Team-oriented, Asset Management, Financial Modeling, Valuation, Product Management, Securities
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.)
London School of Economics and Political Science 1994 — 1994
Univerzita Karlova v Praze 1992 — 1992
JMP Securities April 2012 - Present
Morgan Keegan May 2008 - April 2012
Banc of America Securities January 2005 - January 2008
Cowen and Company June 1996 - June 2004
SoundView Technology Group 2004 - 2004
Skills
Financial Markets, Equities, Hedge Funds, Alternative Investments, Capital Markets, Sales, Series 7, Series 63, Client Relationship..., Investments, Investment Management, Financial Services, Equity Research, CRM, Marketing Research, Idea Generation, Finance, Team-oriented, Asset Management, Financial Modeling, Valuation, Product Management, Securities
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.)
London School of Economics and Political Science 1994 — 1994
Univerzita Karlova v Praze 1992 — 1992
Frank W. Lan Frank W. Lan's Banc of America Securities Experience October 2004 - February 2006
Job Senior Business Planner, Cloud and Enterprise at Microsoft
Industry Internet
Experience
Microsoft April 2015 - Present
Amazon April 2014 - March 2015
Samsung - Global Strategy Group 2012 - 2014
Cummins, Inc June 2010 - August 2010
Davita Healthcare Partners February 2007 - May 2009
Goldman Sachs & Co. February 2006 - January 2007
Banc of America Securities October 2004 - February 2006
Skills
E-commerce, Strategic Planning, Financial Analysis, Project Management, Business Development, Management Consulting, Financial Modeling, Capital Markets, Corporate Finance, Category Management, Problem Solving, Entrepreneurship, Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration, Finance, Strategy
China Europe International Business School (CEIBS)
MBA Exchange
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Double Major - Finance ; Accounting
Microsoft April 2015 - Present
Amazon April 2014 - March 2015
Samsung - Global Strategy Group 2012 - 2014
Cummins, Inc June 2010 - August 2010
Davita Healthcare Partners February 2007 - May 2009
Goldman Sachs & Co. February 2006 - January 2007
Banc of America Securities October 2004 - February 2006
Skills
E-commerce, Strategic Planning, Financial Analysis, Project Management, Business Development, Management Consulting, Financial Modeling, Capital Markets, Corporate Finance, Category Management, Problem Solving, Entrepreneurship, Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration, Finance, Strategy
China Europe International Business School (CEIBS)
MBA Exchange
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Double Major - Finance ; Accounting
Steven Potter's Banc of America Securities Experience July 2003 - February 2008
Job Senior Managing Director and Global Consumer Group Head at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC March 2012 - Present
SCP Worldwide 2008 - February 2012
Banc of America Securities July 2003 - February 2008
Deutsche Bank Securities June 2000 - July 2003
Morgan Stanley 1997 - 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Financial Analysis, Private Equity, Valuation, Venture Capital, Capital Markets, Investments, Mergers, Investment Banking, Corporate Development, Financial Forecasting, LBO, Corporate Finance, Equity Research, Business Valuation, Accounting, Due Diligence, Hedge Funds, Emerging Markets, Start-ups, Private Placements, M&A experience, Financial Reporting, Strategy, Alternative Investments, Finance, Leveraged Finance
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Brigham Young University 1981 — 1987
BS, Business Management - Finance
Ernst & Young Capital Advisors, LLC March 2012 - Present
SCP Worldwide 2008 - February 2012
Banc of America Securities July 2003 - February 2008
Deutsche Bank Securities June 2000 - July 2003
Morgan Stanley 1997 - 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Financial Analysis, Private Equity, Valuation, Venture Capital, Capital Markets, Investments, Mergers, Investment Banking, Corporate Development, Financial Forecasting, LBO, Corporate Finance, Equity Research, Business Valuation, Accounting, Due Diligence, Hedge Funds, Emerging Markets, Start-ups, Private Placements, M&A experience, Financial Reporting, Strategy, Alternative Investments, Finance, Leveraged Finance
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Brigham Young University 1981 — 1987
BS, Business Management - Finance
Les Frieden Les Frieden's Banc of America Securities Experience 1997 - 2006
Job Microsoft Office Consulting Building Customized Applications for Small Business using Microsoft Excel and Word
Industry Computer Software
Experience
Les Frieden Consulting November 2007 - Present
Montgomery Securities/Bank of America Securities 1995 - 2007
Banc of America Securities 1997 - 2006
Skills
Word, Excel Services, Word Templates, Word Expert, Microsoft Office 2007, Microsoft Office 2010, User Input Forms, Forms, Microsoft Word, Office 2010, Equity Research, Vendor Management, Financial Analysis, Software Development, Business Process, Word templates, Microsoft Excel, Consulting, Leadership
Education
California State University-Northridge
BA, English Lit
University of California, Los Angeles
Graduate Studies, English Lit
Les Frieden Consulting November 2007 - Present
Montgomery Securities/Bank of America Securities 1995 - 2007
Banc of America Securities 1997 - 2006
Skills
Word, Excel Services, Word Templates, Word Expert, Microsoft Office 2007, Microsoft Office 2010, User Input Forms, Forms, Microsoft Word, Office 2010, Equity Research, Vendor Management, Financial Analysis, Software Development, Business Process, Word templates, Microsoft Excel, Consulting, Leadership
Education
California State University-Northridge
BA, English Lit
University of California, Los Angeles
Graduate Studies, English Lit
Soraya Urrutia Soraya Urrutia's Banc of America Securities Experience July 2000 - November 2001
Job Operations Coordinator at Mission Neighborhood Health Center
Industry Hospital & Health Care
Experience
Mission Neighborhood Health Center May 2006 - Present
Caritas Management Corporation May 2002 - May 2006
Banc of America Securities July 2000 - November 2001
Skills
Nonprofits, Customer Service, Public Health, Healthcare, Health Education, Cpr Certified, Research, Community Outreach, Public Speaking, Fundraising, Project Management, Project Planning, Event Planning, Public Health Emergency..., Benchmarking, Environmental Compliance, Community Service, Capital Improvement, Site Inspections, Public Relations, Design Documents, Medical Equipment, Contractors, FQHC, Bilingual Communications, Environmental Policy, Medical Staff..., Supervisory Skills, Logistics
Education
Universidad Autonoma de Nicaragua 1991 — 1995
Medicine
City College of San Francisco
Mission Neighborhood Health Center May 2006 - Present
Caritas Management Corporation May 2002 - May 2006
Banc of America Securities July 2000 - November 2001
Skills
Nonprofits, Customer Service, Public Health, Healthcare, Health Education, Cpr Certified, Research, Community Outreach, Public Speaking, Fundraising, Project Management, Project Planning, Event Planning, Public Health Emergency..., Benchmarking, Environmental Compliance, Community Service, Capital Improvement, Site Inspections, Public Relations, Design Documents, Medical Equipment, Contractors, FQHC, Bilingual Communications, Environmental Policy, Medical Staff..., Supervisory Skills, Logistics
Education
Universidad Autonoma de Nicaragua 1991 — 1995
Medicine
City College of San Francisco
Sue Onishenko's Banc of America Securities Experience 1999 - 2005
Job Office Operations
Industry Executive Office
Experience
LRN May 2014 - January 2015
ProCure Treatment Centers, Inc. March 2005 - January 2014
ProCure 2005 - January 2014
Banc of America Securities 1999 - 2005
Skills
Budgets, Marketing, Strategic Planning, Healthcare, Team Building, Management, Customer Service, Leadership, Business Development, New Business Development, Coaching, Microsoft Excel, Process Improvement, Leadership Development, Mergers & Acquisitions, Sales, Negotiation, Project Management, Operating Budgets, New Business Set-up, Entrepreneurship, Supplier Negotiation, Purchasing Negotiation, Program Management, Strategy, Project Planning, Cross-functional Team..., Recruiting, Training, Human Resources, Start-ups, Change Management, Interviews, Hiring, Employee Benefits, Payroll
Education
Butler University
LRN May 2014 - January 2015
ProCure Treatment Centers, Inc. March 2005 - January 2014
ProCure 2005 - January 2014
Banc of America Securities 1999 - 2005
Skills
Budgets, Marketing, Strategic Planning, Healthcare, Team Building, Management, Customer Service, Leadership, Business Development, New Business Development, Coaching, Microsoft Excel, Process Improvement, Leadership Development, Mergers & Acquisitions, Sales, Negotiation, Project Management, Operating Budgets, New Business Set-up, Entrepreneurship, Supplier Negotiation, Purchasing Negotiation, Program Management, Strategy, Project Planning, Cross-functional Team..., Recruiting, Training, Human Resources, Start-ups, Change Management, Interviews, Hiring, Employee Benefits, Payroll
Education
Butler University
Austin Milliken, FRM's Banc of America Securities Experience August 1997 - May 2003
Job Portfolio Manager
Industry Investment Management
Experience
Shibui Capital July 2010 - December 2014
Parallax Volatility Advisers, LLC November 2004 - March 2010
First New York Securities LLC July 2003 - March 2004
Banc of America Securities August 1997 - May 2003
Skills
Volatility Arbitrage, Relative Value, Options Pricing, Conversational Japanese, Volatility, Alternative Investments, Equity Derivatives, Japanese, Options, Investments, Equities, Quantitative Analytics, Trading, ETFs, Risk Management, Mutual Funds, Hedge Funds, Trading Strategies, Proprietary Trading, Market Making, Trading Systems, Financial Risk, Bloomberg, Derivatives, Equity Trading, Hedging, Investment Strategies, Electronic Trading, Arbitrage, Portfolio Management, Asset Management, Financial Markets, Options Strategies, Equity Research, Quantitative Finance, Commodity, Bonds, FX Options, Quantitative Investing, Capital Markets, Securities, Fund Of Funds, Index Options, Emerging Markets, Stocks, Equity Valuation, Bloomberg Terminal, Investment Management, Risk Arbitrage, Asset Allocation
Education
Columbia University in the City of New York 1993 — 1997
Choate Rosemary Hall 1989 — 1993
Town School 1987 — 1989
American School in Japan (ASIJ) 1983 — 1987
Shibui Capital July 2010 - December 2014
Parallax Volatility Advisers, LLC November 2004 - March 2010
First New York Securities LLC July 2003 - March 2004
Banc of America Securities August 1997 - May 2003
Skills
Volatility Arbitrage, Relative Value, Options Pricing, Conversational Japanese, Volatility, Alternative Investments, Equity Derivatives, Japanese, Options, Investments, Equities, Quantitative Analytics, Trading, ETFs, Risk Management, Mutual Funds, Hedge Funds, Trading Strategies, Proprietary Trading, Market Making, Trading Systems, Financial Risk, Bloomberg, Derivatives, Equity Trading, Hedging, Investment Strategies, Electronic Trading, Arbitrage, Portfolio Management, Asset Management, Financial Markets, Options Strategies, Equity Research, Quantitative Finance, Commodity, Bonds, FX Options, Quantitative Investing, Capital Markets, Securities, Fund Of Funds, Index Options, Emerging Markets, Stocks, Equity Valuation, Bloomberg Terminal, Investment Management, Risk Arbitrage, Asset Allocation
Education
Columbia University in the City of New York 1993 — 1997
Choate Rosemary Hall 1989 — 1993
Town School 1987 — 1989
American School in Japan (ASIJ) 1983 — 1987
Christopher Grzywacz's Banc of America Securities Experience June 2005 - August 2005
Job Senior Associate at Marakon
Industry Management Consulting
Experience
Sterling Stamos July 2008 - August 2011
UBS Investment Bank June 2006 - June 2008
Banc of America Securities June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Investment Management, Mergers & Acquisitions, Hedge Funds, Bloomberg
Education
Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Marketing, Entrepreneurship and Innovation
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
China Europe International Business School (CEIBS) 2013 — 2013
Sterling Stamos July 2008 - August 2011
UBS Investment Bank June 2006 - June 2008
Banc of America Securities June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Investment Management, Mergers & Acquisitions, Hedge Funds, Bloomberg
Education
Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Marketing, Entrepreneurship and Innovation
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
China Europe International Business School (CEIBS) 2013 — 2013
Alen Knapic Alen Knapic's Banc of America Securities Experience December 2005 - August 2007
Job Video Solutions Consultant at Google
Industry Information Technology and Services
Experience
Google June 2015 - Present
Google July 2013 - June 2015
Content Ramen - WonDay, Inc. September 2012 - May 2013
Bracketz - WonDay, Inc. July 2009 - May 2013
Carnegie Mellon University August 2010 - December 2011
Razorfish Health June 2011 - August 2011
AOL Advertising/AOL Sponsored Listings May 2009 - May 2010
Advertising.com/Platform-A August 2007 - May 2009
Banc of America Securities December 2005 - August 2007
American Stock Exchange December 2003 - December 2005
Skills
Java, C#, HTML, CSS, Oracle SQL, MySQL, PHP, ASP.NET MVC, XML, JavaScript, Web Analytics, Online Advertising, Online Marketing, Brand Awareness, Regression Testing, SQL, AJAX, jQuery, CakePHP, CSS3, NetBeans, Eclipse, Android, Entrepreneurship, Agile Testing, Customer Acquisition, Social Media Marketing, Databases, REST
Education
Carnegie Mellon University 2010 — 2011
Master of Information Systems Management
Villanova University 1999 — 2003
BS, Finance
Google June 2015 - Present
Google July 2013 - June 2015
Content Ramen - WonDay, Inc. September 2012 - May 2013
Bracketz - WonDay, Inc. July 2009 - May 2013
Carnegie Mellon University August 2010 - December 2011
Razorfish Health June 2011 - August 2011
AOL Advertising/AOL Sponsored Listings May 2009 - May 2010
Advertising.com/Platform-A August 2007 - May 2009
Banc of America Securities December 2005 - August 2007
American Stock Exchange December 2003 - December 2005
Skills
Java, C#, HTML, CSS, Oracle SQL, MySQL, PHP, ASP.NET MVC, XML, JavaScript, Web Analytics, Online Advertising, Online Marketing, Brand Awareness, Regression Testing, SQL, AJAX, jQuery, CakePHP, CSS3, NetBeans, Eclipse, Android, Entrepreneurship, Agile Testing, Customer Acquisition, Social Media Marketing, Databases, REST
Education
Carnegie Mellon University 2010 — 2011
Master of Information Systems Management
Villanova University 1999 — 2003
BS, Finance
Paul Beaubrun Paul Beaubrun's Banc of America Securities Experience 2004 - 2004
Job Trader InsuranceLinked securities at UBS Securities Co., Ltd
Industry Insurance
Experience
UBS Investment Bank August 2010 - Present
KBC Financial Products September 2005 - July 2010
KBC AIM February 2005 - September 2005
Banc of America Securities 2004 - 2004
BNP Paribas 2002 - 2003
Skills
Derivatives, Portfolio Management, Equities, Investments, Structured Finance, Equity Derivatives, Credit, Securities, Insurance, Funding, Settlement, CDO, Analysis, Fixed Income, Capital Markets, Trading, Financial Markets, Banking, Structured Products, Swaps, Financial Modeling, Bonds, Asset Managment, Hedge Funds, Credit Derivatives, Financial Risk, Options, Alternative Investments
Education
Carnegie Mellon University 2003 — 2004
MSc
Telecom ParisTech 2000 — 2003
MSc
Lycee Louis Le Grand 1997 — 2000
Prepa
UBS Investment Bank August 2010 - Present
KBC Financial Products September 2005 - July 2010
KBC AIM February 2005 - September 2005
Banc of America Securities 2004 - 2004
BNP Paribas 2002 - 2003
Skills
Derivatives, Portfolio Management, Equities, Investments, Structured Finance, Equity Derivatives, Credit, Securities, Insurance, Funding, Settlement, CDO, Analysis, Fixed Income, Capital Markets, Trading, Financial Markets, Banking, Structured Products, Swaps, Financial Modeling, Bonds, Asset Managment, Hedge Funds, Credit Derivatives, Financial Risk, Options, Alternative Investments
Education
Carnegie Mellon University 2003 — 2004
MSc
Telecom ParisTech 2000 — 2003
MSc
Lycee Louis Le Grand 1997 — 2000
Prepa
Todd Hurtubise Todd Hurtubise's Banc of America Securities Experience August 2000 - February 2003
Job Global EventDriven Portfolio Manager
Industry Investment Management
Experience
Visium Asset Management May 2015 - Present
Proteus Global Partners, LLC February 2013 - May 2015
Cowen and Company, LLC June 2011 - February 2013
BlackRock August 2006 - January 2009
Fidelity Capital Markets March 2003 - February 2004
Banc of America Securities August 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Trading Systems, Trading, Arbitrage, Trading Strategies, Options, Series 7, Electronic Trading, Portfolio Management, Asset Management, ETFs, FX, Program Trading, Swaps, Asset Managment, FX Options, Series 63, Event Driven, Special Situations..., Long/Short Equity, Indexing, Spin-offs, Hedging, Futures Trading, Hedge Funds, Bloomberg, Trading System, Alternative Investments, FX trading, Equity Trading, Investment Management, Asset Allocation, Investment Strategies, Technical Analysis, Mergers, Bloomberg Terminal, Options Strategies
Education
Canisius College 1992 — 1997
BA, English, Economics, Finance
Visium Asset Management May 2015 - Present
Proteus Global Partners, LLC February 2013 - May 2015
Cowen and Company, LLC June 2011 - February 2013
BlackRock August 2006 - January 2009
Fidelity Capital Markets March 2003 - February 2004
Banc of America Securities August 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Trading Systems, Trading, Arbitrage, Trading Strategies, Options, Series 7, Electronic Trading, Portfolio Management, Asset Management, ETFs, FX, Program Trading, Swaps, Asset Managment, FX Options, Series 63, Event Driven, Special Situations..., Long/Short Equity, Indexing, Spin-offs, Hedging, Futures Trading, Hedge Funds, Bloomberg, Trading System, Alternative Investments, FX trading, Equity Trading, Investment Management, Asset Allocation, Investment Strategies, Technical Analysis, Mergers, Bloomberg Terminal, Options Strategies
Education
Canisius College 1992 — 1997
BA, English, Economics, Finance
Matthew D. Kim Matthew D. Kim's Banc of America Securities Experience June 1998 — August 1998
Job Associate Professor of Preaching and Ministry, GordonConwell Theological Seminary
Industry Religious Institutions
Experience
Gordon-Conwell Theological Seminary July 2012 — Present
Logos Central Chapel 2006 — 2012
Korean Church of Boston September 2000 — August 2002
Cambridge Community Fellowship Church September 1999 — August 2000
Banc of America Securities June 1998 — August 1998
Skills
Preaching, Teaching, Public Speaking, Editing, Research
Education
The University of Edinburgh 2003 — 2005
Ph.D., Homiletics and Practical Theology
The University of Edinburgh 2002 — 2003
M.Th., Christian Ethics and Practical Theology
Gordon Conwell Theological Seminary 1999 — 2002
M.Div.
Carleton College 1995 — 1999
B.A., History and Educational Studies
Gordon-Conwell Theological Seminary July 2012 — Present
Logos Central Chapel 2006 — 2012
Korean Church of Boston September 2000 — August 2002
Cambridge Community Fellowship Church September 1999 — August 2000
Banc of America Securities June 1998 — August 1998
Skills
Preaching, Teaching, Public Speaking, Editing, Research
Education
The University of Edinburgh 2003 — 2005
Ph.D., Homiletics and Practical Theology
The University of Edinburgh 2002 — 2003
M.Th., Christian Ethics and Practical Theology
Gordon Conwell Theological Seminary 1999 — 2002
M.Div.
Carleton College 1995 — 1999
B.A., History and Educational Studies
Debra Pakeman Debra Pakeman's Banc of America Securities Experience January 2003 - September 2005
Job Executive Assistant/Project Coordinator
Industry Financial Services
Experience
Citi November 2011 - Present
LS Investment Advisors, LLC October 2008 - February 2011
Natixis Global Associates October 2007 - September 2008
Banc of America Securities January 2003 - September 2005
Banc of America Securities March 1998 - December 2002
The Bank of New York Mellon (ESI) March 1997 - February 1998
NationsBank November 1993 - February 1997
Skills
Project Portfolio..., General Business..., Administrative Work, Management, Banking, Financial Services, SDLC, Vendor Management, Process Improvement, Marketing, Risk Management, Team Leadership, Business Analysis, Leadership, Budgets, Project Management, SharePoint, Visio, Software Project..., Strategic Planning, PMO, Program Management, Portfolio Management, Finance, Sales, Team Building, IT Strategy, Software Documentation, Business Process..., Governance, Change Management, Business Process
Education
California State University-East Bay 2003 — 2006
BA, Human Development
California State University-East Bay
Citi November 2011 - Present
LS Investment Advisors, LLC October 2008 - February 2011
Natixis Global Associates October 2007 - September 2008
Banc of America Securities January 2003 - September 2005
Banc of America Securities March 1998 - December 2002
The Bank of New York Mellon (ESI) March 1997 - February 1998
NationsBank November 1993 - February 1997
Skills
Project Portfolio..., General Business..., Administrative Work, Management, Banking, Financial Services, SDLC, Vendor Management, Process Improvement, Marketing, Risk Management, Team Leadership, Business Analysis, Leadership, Budgets, Project Management, SharePoint, Visio, Software Project..., Strategic Planning, PMO, Program Management, Portfolio Management, Finance, Sales, Team Building, IT Strategy, Software Documentation, Business Process..., Governance, Change Management, Business Process
Education
California State University-East Bay 2003 — 2006
BA, Human Development
California State University-East Bay
Ila Afsharipour Ila Afsharipour's Banc of America Securities Experience August 2003 - April 2009
Job Managing Director at US Bancorp
Industry Capital Markets
Experience
US Bank November 2010 - Present
Bank of America Merrill Lynch April 2009 - November 2010
Banc of America Securities August 2003 - April 2009
Credit Suisse First Boston July 2001 - August 2003
Skills
Public Finance, Bonds, Structured Finance, Fixed Income, Financial Structuring, Banking, Securities, Municipal, Structuring, Investment Banking, Credit Analysis, Debt, Real Estate, Higher Education, Project Finance, Non-profits, Loans, Derivatives, Credit, Nonprofits, Affordable Housing, Real Estate Economics, Series 7, Municipalities, Real Estate Finance
Education
California Polytechnic State University-San Luis Obispo
BS, Economics / International Finance
US Bank November 2010 - Present
Bank of America Merrill Lynch April 2009 - November 2010
Banc of America Securities August 2003 - April 2009
Credit Suisse First Boston July 2001 - August 2003
Skills
Public Finance, Bonds, Structured Finance, Fixed Income, Financial Structuring, Banking, Securities, Municipal, Structuring, Investment Banking, Credit Analysis, Debt, Real Estate, Higher Education, Project Finance, Non-profits, Loans, Derivatives, Credit, Nonprofits, Affordable Housing, Real Estate Economics, Series 7, Municipalities, Real Estate Finance
Education
California Polytechnic State University-San Luis Obispo
BS, Economics / International Finance
Alan Hobesh's Banc of America Securities Experience May 2001 - August 2001
Job Software Engineer at Blackrock Trading Research and Development
Industry Financial Services
Experience
BlackRock April 2013 - Present
BlackRock December 2009 - April 2013
Barclays Global Investors (Merged with Blackrock, Dec. 2009) October 2006 - November 2009
WildPackets September 2003 - October 2006
Banc of America Securities May 2001 - August 2001
NBC Internet April 2000 - April 2001
Skills
Unix, Perl, MySQL, Linux, Java, Sybase
Education
University of California, Davis
A.B., Psychology, with history minor
California State University-East Bay
Certificate, Java Programming
University of California, Berkeley
Certificate, Project Management
BlackRock April 2013 - Present
BlackRock December 2009 - April 2013
Barclays Global Investors (Merged with Blackrock, Dec. 2009) October 2006 - November 2009
WildPackets September 2003 - October 2006
Banc of America Securities May 2001 - August 2001
NBC Internet April 2000 - April 2001
Skills
Unix, Perl, MySQL, Linux, Java, Sybase
Education
University of California, Davis
A.B., Psychology, with history minor
California State University-East Bay
Certificate, Java Programming
University of California, Berkeley
Certificate, Project Management
Dimitar Pantchev's Banc of America Securities Experience July 2006 - November 2007
Job Head of Banks & Broker Dealers Practice, Financial Institutions Group
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation April 2008 - Present
Banc of America Securities July 2006 - November 2007
Georgetown MBA Career Office 2005 - 2006
Bank of America May 2005 - August 2005
Commerce Bank and Trust October 2003 - June 2004
Citizens Bank July 2002 - October 2003
Skills
Investment Banking, Financial Analysis, Financial Modeling, Capital Markets, Equities, Fixed Income, Investments, Credit Analysis, Corporate Finance, Valuation, LBO, Structured Finance, Client Development, Credit, Banking, Credit Risk, Portfolio Management, Financial Advisory, Securitization, Competitive Analysis, Financial Risk, Client Representation, Financial Institutions, Risk Management, Financial Structuring, Financial Services, Bloomberg, Capital Structure, Business Planning, Capital IQ, Finance, Derivatives, Cash Management, Syndications, Relationship Management
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
Brandeis University 1999 — 2001
BA
Sumitomo Mitsui Banking Corporation April 2008 - Present
Banc of America Securities July 2006 - November 2007
Georgetown MBA Career Office 2005 - 2006
Bank of America May 2005 - August 2005
Commerce Bank and Trust October 2003 - June 2004
Citizens Bank July 2002 - October 2003
Skills
Investment Banking, Financial Analysis, Financial Modeling, Capital Markets, Equities, Fixed Income, Investments, Credit Analysis, Corporate Finance, Valuation, LBO, Structured Finance, Client Development, Credit, Banking, Credit Risk, Portfolio Management, Financial Advisory, Securitization, Competitive Analysis, Financial Risk, Client Representation, Financial Institutions, Risk Management, Financial Structuring, Financial Services, Bloomberg, Capital Structure, Business Planning, Capital IQ, Finance, Derivatives, Cash Management, Syndications, Relationship Management
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
Brandeis University 1999 — 2001
BA
Kevin Simback's Banc of America Securities Experience May 2004 - August 2004
Job Director of Strategy & Transformation Financial Services Sector at IBM
Industry Financial Services
Experience
IBM January 2015 - Present
Isocline Ventures June 2014 - Present
IBM June 2010 - December 2014
McKinsey & Company January 2009 - June 2010
Diamond Management & Technology Consultants (now PwC) June 2005 - November 2008
Banc of America Securities May 2004 - August 2004
Nortel Networks January 2000 - December 2001
Nortel Networks September 1997 - January 2000
Skills
Strategy, Management Consulting, Business Process..., Financial Services, Risk Management, Consulting, Mergers & Acquisitions, Business Development, Finance, IT Strategy, Due Diligence, Portfolio Management, Business Analysis, Program Management, Mergers, Business Case, Business Transformation, Analytics, Acquisition Integration, Financial Modeling, Business Strategy, Venture Capital
Education
Carnegie Mellon Tepper School of Business 2003 — 2005
MBA, Finance, Strategy, Accounting
North Carolina State University
BS, Management Information Systems
IBM January 2015 - Present
Isocline Ventures June 2014 - Present
IBM June 2010 - December 2014
McKinsey & Company January 2009 - June 2010
Diamond Management & Technology Consultants (now PwC) June 2005 - November 2008
Banc of America Securities May 2004 - August 2004
Nortel Networks January 2000 - December 2001
Nortel Networks September 1997 - January 2000
Skills
Strategy, Management Consulting, Business Process..., Financial Services, Risk Management, Consulting, Mergers & Acquisitions, Business Development, Finance, IT Strategy, Due Diligence, Portfolio Management, Business Analysis, Program Management, Mergers, Business Case, Business Transformation, Analytics, Acquisition Integration, Financial Modeling, Business Strategy, Venture Capital
Education
Carnegie Mellon Tepper School of Business 2003 — 2005
MBA, Finance, Strategy, Accounting
North Carolina State University
BS, Management Information Systems
Allen Wong's Banc of America Securities Experience August 2007 - November 2014
Job Senior Database Developer
Industry Information Technology and Services
Experience
MacKay Shields LLC March 2015 - August 2015
Banc of America Securities August 2007 - November 2014
Capital IQ October 2006 - July 2007
The College Board October 2004 - September 2006
USMC July 1995 - July 1999
Education
University of Virginia 2005 — 2006
MS, Management of IT
City University of New York-Brooklyn College 1992 — 2001
BS, Computer Information Systems
Stuyvesant High School
MacKay Shields LLC March 2015 - August 2015
Banc of America Securities August 2007 - November 2014
Capital IQ October 2006 - July 2007
The College Board October 2004 - September 2006
USMC July 1995 - July 1999
Education
University of Virginia 2005 — 2006
MS, Management of IT
City University of New York-Brooklyn College 1992 — 2001
BS, Computer Information Systems
Stuyvesant High School
Keith C. Applegate, CMT's Banc of America Securities Experience May 1998 - January 2000
Job
Industry Investment Management
Experience
Morgan Stanley October 2007 - Present
Yelton Fiscal, Inc September 2003 - October 2007
IDEAglobal February 2000 - May 2003
Banc of America Securities May 1998 - January 2000
Education
Canisius College 1995 — 1997
MBA
Canisius College 1991 — 1995
BS
Morgan Stanley October 2007 - Present
Yelton Fiscal, Inc September 2003 - October 2007
IDEAglobal February 2000 - May 2003
Banc of America Securities May 1998 - January 2000
Education
Canisius College 1995 — 1997
MBA
Canisius College 1991 — 1995
BS
Simon Xi's Banc of America Securities Experience March 2006 - March 2009
Job Investor
Industry Financial Services
Experience
CapRok Capital March 2009 - September 2013
Banc of America Securities March 2006 - March 2009
Skills
Residential Mortgages, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Financial Modeling, Equities, Trading, Valuation, Portfolio Management, Series 7
Education
Carnegie Mellon University 2001 — 2005
M.S./B.S., Computer Engineering
CapRok Capital March 2009 - September 2013
Banc of America Securities March 2006 - March 2009
Skills
Residential Mortgages, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Financial Modeling, Equities, Trading, Valuation, Portfolio Management, Series 7
Education
Carnegie Mellon University 2001 — 2005
M.S./B.S., Computer Engineering
Larry Goldman's Banc of America Securities Experience 1994 - 1999
Job Assistant Treasurer Capital Markets at AECOM Corporation
Industry Facilities Services
Experience
AECOM Corporation June 2008 - Present
ABM Industries, Inc. October 2003 - June 2008
UPS Supply Chain Solutions (formerly Fritz Companies) 2000 - 2003
Banc of America Securities 1994 - 1999
Skills
Cash Management, Treasury Management, Cash Flow Forecasting, Treasury, Financial Modeling, Banking, Foreign Exchange, Capital Markets, Cash Flow, Risk Management, Corporate Finance, Sarbanes-Oxley Act, Due Diligence, Financial Analysis, Working Capital..., Hedging, Forecasting, Valuation, Mergers, Investments, Finance, Mergers & Acquisitions, Executive Management, Financial Risk
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1976 — 1980
BA, Biology
AECOM Corporation June 2008 - Present
ABM Industries, Inc. October 2003 - June 2008
UPS Supply Chain Solutions (formerly Fritz Companies) 2000 - 2003
Banc of America Securities 1994 - 1999
Skills
Cash Management, Treasury Management, Cash Flow Forecasting, Treasury, Financial Modeling, Banking, Foreign Exchange, Capital Markets, Cash Flow, Risk Management, Corporate Finance, Sarbanes-Oxley Act, Due Diligence, Financial Analysis, Working Capital..., Hedging, Forecasting, Valuation, Mergers, Investments, Finance, Mergers & Acquisitions, Executive Management, Financial Risk
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1976 — 1980
BA, Biology
Juan A. Rodriguez's Banc of America Securities Experience April 2006 - June 2009
Job Director at Invenergy LLC
Industry Financial Services
Experience
Invenergy LLC March 2014 - Present
Invenergy LLC March 2013 - March 2014
Invenergy LLC September 2009 - March 2013
Banc of America Securities April 2006 - June 2009
International Consulting Consortium January 2005 - March 2006
Professional Training Centers, Miami April 2004 - February 2005
Skills
Financial Analysis, Renewable Energy, Wind Energy, Financial Modeling, Economics, Project Finance, Due Diligence, Investment Banking, Financial Risk, Valuation, Forecasting, Business Strategy, Corporate Finance, Data Analysis, Finance, LBO, Accounting, Wind, Analysis, Private Equity, Mergers & Acquisitions
Education
Florida International University 2004 — 2005
MS, Finance
Caltech 1999 — 2003
BS, Mechanical Engineering
Invenergy LLC March 2014 - Present
Invenergy LLC March 2013 - March 2014
Invenergy LLC September 2009 - March 2013
Banc of America Securities April 2006 - June 2009
International Consulting Consortium January 2005 - March 2006
Professional Training Centers, Miami April 2004 - February 2005
Skills
Financial Analysis, Renewable Energy, Wind Energy, Financial Modeling, Economics, Project Finance, Due Diligence, Investment Banking, Financial Risk, Valuation, Forecasting, Business Strategy, Corporate Finance, Data Analysis, Finance, LBO, Accounting, Wind, Analysis, Private Equity, Mergers & Acquisitions
Education
Florida International University 2004 — 2005
MS, Finance
Caltech 1999 — 2003
BS, Mechanical Engineering
Katherine Fiore's Banc of America Securities Experience March 2003 - January 2006
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Trade Alert LLC September 2009 - Present
XShares Advisors, LLC April 2007 - March 2009
Allagash Trading, LLC February 2006 - March 2007
Banc of America Securities March 2003 - January 2006
Banc of America Securities July 2000 - February 2003
Salomon Brothers May 1996 - July 1998
AT&T March 1995 - January 1996
AT&T January 1994 - February 1995
AT&T January 1992 - December 1993
AT&T June 1990 - December 1991
Education
Rutgers University-New Brunswick 1992 — 1996
MS, Computer Science
Boston University 1986 — 1990
BA, Computer Science
Trade Alert LLC September 2009 - Present
XShares Advisors, LLC April 2007 - March 2009
Allagash Trading, LLC February 2006 - March 2007
Banc of America Securities March 2003 - January 2006
Banc of America Securities July 2000 - February 2003
Salomon Brothers May 1996 - July 1998
AT&T March 1995 - January 1996
AT&T January 1994 - February 1995
AT&T January 1992 - December 1993
AT&T June 1990 - December 1991
Education
Rutgers University-New Brunswick 1992 — 1996
MS, Computer Science
Boston University 1986 — 1990
BA, Computer Science
Jamice Welbon's Banc of America Securities Experience December 1999 - June 2000
Job Advanced Property Appraisers
Industry Real Estate
Experience
Advanced Property Appraisers Group March 2002 - Present
California Savings Bank January 2001 - March 2005
CHELA-FINANCIAL July 2000 - December 2000
Banc of America Securities December 1999 - June 2000
Skills
Desktop Publishing, Excel, Word, PowerPoint, Access, Microsoft Office, Customer Relations, Problem Solving, Research, Negotiation, Banking, Real Estate, Retail, Customer Service, Market Research, Photoshop, Windows, Writing, Outlook, Microsoft Excel, Microsoft Word, Loans, Program Management, Management, Property, Residential Homes
Education
City College of San Francisco 1998 — 2000
Computer Science
Advanced Property Appraisers Group March 2002 - Present
California Savings Bank January 2001 - March 2005
CHELA-FINANCIAL July 2000 - December 2000
Banc of America Securities December 1999 - June 2000
Skills
Desktop Publishing, Excel, Word, PowerPoint, Access, Microsoft Office, Customer Relations, Problem Solving, Research, Negotiation, Banking, Real Estate, Retail, Customer Service, Market Research, Photoshop, Windows, Writing, Outlook, Microsoft Excel, Microsoft Word, Loans, Program Management, Management, Property, Residential Homes
Education
City College of San Francisco 1998 — 2000
Computer Science
Michael Kim's Banc of America Securities Experience 2001 - 2006
Job Principal at Apollo Global Management LLC
Industry Research
Experience
Apollo Global Management LLC February 2015 - Present
CRT Capital Group September 2009 - February 2015
RBS Greenwich Capital May 2007 - September 2009
UBS Investment Bank March 2006 - April 2007
Banc of America Securities 2001 - 2006
Skills
Equity Research, Private Equity, Leveraged Finance, Investments, Alternative Investments, Bonds, Series 7, Series 63, Asset Management, Due Diligence, CDS, Derivatives, Reorganisation, Distressed Debt, Financials, Real Estate, Building Materials, Homebuilding, REIT, Fixed Income, Fixed Income Analysis, Capital Structure, Fixed Income Strategies, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Credit Derivatives, Emerging Markets, Equities, Hedge Funds, High Yield, Investment Banking, Securities, Trading
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
Apollo Global Management LLC February 2015 - Present
CRT Capital Group September 2009 - February 2015
RBS Greenwich Capital May 2007 - September 2009
UBS Investment Bank March 2006 - April 2007
Banc of America Securities 2001 - 2006
Skills
Equity Research, Private Equity, Leveraged Finance, Investments, Alternative Investments, Bonds, Series 7, Series 63, Asset Management, Due Diligence, CDS, Derivatives, Reorganisation, Distressed Debt, Financials, Real Estate, Building Materials, Homebuilding, REIT, Fixed Income, Fixed Income Analysis, Capital Structure, Fixed Income Strategies, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Credit Derivatives, Emerging Markets, Equities, Hedge Funds, High Yield, Investment Banking, Securities, Trading
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
Vital Aelion's Banc of America Securities Experience September 2006 - March 2008
Job Portfolio Advisor at Asia Development Fund
Industry Renewables & Environment
Experience
Asia Development Fund March 2015 - Present
--- January 2015 - Present
Cool Planet Energy Systems May 2011 - January 2015
Standard Chartered Bank September 2008 - March 2011
Bear Stearns March 2008 - August 2008
Banc of America Securities September 2006 - March 2008
Young and Partners 2004 - 2005
UBS 2001 - 2002
J.P. Morgan 1999 - 2001
A.T. Kearney 1997 - 1998
Skills
Investment Banking, Planning, Financial Modeling, Mergers, Renewable Energy, Energy, Business Strategy, Start-ups, Strategy, Private Equity, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Analysis, Competitive Analysis, Due Diligence, M&A experience, Analysis, Process Engineering, Project Finance, Corporate Development, Mergers & Acquisitions, Project Planning, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Corporate Finance
Carnegie Mellon University 1988 — 1992
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1988 — 1988
Master of Science (MS), Chemical Engineering
Massachusetts Institute of Technology 1985 — 1988
Bachelor of Science (BSc), Chemical Engineering
Asia Development Fund March 2015 - Present
--- January 2015 - Present
Cool Planet Energy Systems May 2011 - January 2015
Standard Chartered Bank September 2008 - March 2011
Bear Stearns March 2008 - August 2008
Banc of America Securities September 2006 - March 2008
Young and Partners 2004 - 2005
UBS 2001 - 2002
J.P. Morgan 1999 - 2001
A.T. Kearney 1997 - 1998
Skills
Investment Banking, Planning, Financial Modeling, Mergers, Renewable Energy, Energy, Business Strategy, Start-ups, Strategy, Private Equity, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Analysis, Competitive Analysis, Due Diligence, M&A experience, Analysis, Process Engineering, Project Finance, Corporate Development, Mergers & Acquisitions, Project Planning, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Corporate Finance
Carnegie Mellon University 1988 — 1992
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1988 — 1988
Master of Science (MS), Chemical Engineering
Massachusetts Institute of Technology 1985 — 1988
Bachelor of Science (BSc), Chemical Engineering
Stephen Fahy's Banc of America Securities Experience 1999 - 2000
Job Institutional Equity Sales, UBS Financial Services
Industry Investment Banking
Experience
UBS Financial Services July 2005 - Present
Winter Wyman and Co. 2000 - 2003
Banc of America Securities 1999 - 2000
Education
The Tuck School of Business at Dartmouth 2003 — 2005
Bowdoin College 1995 — 1999
BA, economics
The University of Edinburgh
UBS Financial Services July 2005 - Present
Winter Wyman and Co. 2000 - 2003
Banc of America Securities 1999 - 2000
Education
The Tuck School of Business at Dartmouth 2003 — 2005
Bowdoin College 1995 — 1999
BA, economics
The University of Edinburgh
Dwiti Mehta, CFA's Banc of America Securities Experience June 2006 - August 2006
Job Trading / Risk management US Rates
Industry Investment Banking
Experience
Credit Suisse August 2014 - Present
Bank of America April 2007 - October 2013
Banc of America Securities June 2006 - August 2006
Skills
Fixed Income, Financial Modeling, Derivatives, Market Pricing, Interest Rate Hedging, Understanding of new..., Macroeconomics, Manage Client..., Idea Generation, Business Understanding, Dependable Team Player, Operational Excellence, Collaborative Problem..., VBA, SQL, Matlab, Equities, Investment Banking, Rates, Options, Interest Rate..., Trading, Hedging, Interest Rates, Series 7, Financial Analysis, Valuation, Risk Management, Bloomberg, Investments, Capital Markets, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master's degree, Computation Finance
University of Mumbai 2001 — 2005
Bachelor of Engg, Information Technology
Credit Suisse August 2014 - Present
Bank of America April 2007 - October 2013
Banc of America Securities June 2006 - August 2006
Skills
Fixed Income, Financial Modeling, Derivatives, Market Pricing, Interest Rate Hedging, Understanding of new..., Macroeconomics, Manage Client..., Idea Generation, Business Understanding, Dependable Team Player, Operational Excellence, Collaborative Problem..., VBA, SQL, Matlab, Equities, Investment Banking, Rates, Options, Interest Rate..., Trading, Hedging, Interest Rates, Series 7, Financial Analysis, Valuation, Risk Management, Bloomberg, Investments, Capital Markets, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master's degree, Computation Finance
University of Mumbai 2001 — 2005
Bachelor of Engg, Information Technology
Brian Pantano's Banc of America Securities Experience July 2005 - March 2010
Job Trading Analytics Manager at Freddie Mac
Industry Internet
Experience
Freddie Mac January 2014 - Present
Facebook May 2012 - January 2014
Readfast Corporation January 2011 - October 2012
Banc of America Securities July 2005 - March 2010
Microsoft May 2004 - August 2004
MIT Lincoln Laboratory May 2003 - August 2003
MIT Lincoln Laboratory May 2002 - August 2002
Education
Carnegie Mellon University 2001 — 2005
BS, Computer Science
Freddie Mac January 2014 - Present
Facebook May 2012 - January 2014
Readfast Corporation January 2011 - October 2012
Banc of America Securities July 2005 - March 2010
Microsoft May 2004 - August 2004
MIT Lincoln Laboratory May 2003 - August 2003
MIT Lincoln Laboratory May 2002 - August 2002
Education
Carnegie Mellon University 2001 — 2005
BS, Computer Science
Jeff Holowaty's Banc of America Securities Experience 2000 - 2001
Job CFO at ECOS Environmental and Disaster Restoration
Industry Environmental Services
Experience
ECOS Environmental and Disaster Restoration 2013 - Present
Clean Venture, Inc. May 2009 - January 2013
Morgan Joseph & Co. Inc. July 2001 - May 2009
Banc of America Securities 2000 - 2001
ING Barings 1998 - 2000
Education
Brown University 1994 — 1998
ECOS Environmental and Disaster Restoration 2013 - Present
Clean Venture, Inc. May 2009 - January 2013
Morgan Joseph & Co. Inc. July 2001 - May 2009
Banc of America Securities 2000 - 2001
ING Barings 1998 - 2000
Education
Brown University 1994 — 1998
Casey Baker, CFA's Banc of America Securities Experience 1999 - 2002
Job Associate Credit Officer
Industry Banking
Experience
Rabobank April 2013 - Present
Rabobank August 2010 - April 2013
Westamerica Bank April 2008 - August 2010
Banc of America Securities 1999 - 2002
Skills
Portfolio Management, Banking, Financial Analysis, Credit, Equity Research, Financial Modeling, Credit Risk, Credit Analysis, Investments, Loans, Equities, Asset Managment, Risk Management, Commercial Lending, Commercial Banking, Underwriting, Retail Banking, Cash Flow, Finance, Valuation
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
BS, Finance
Rabobank April 2013 - Present
Rabobank August 2010 - April 2013
Westamerica Bank April 2008 - August 2010
Banc of America Securities 1999 - 2002
Skills
Portfolio Management, Banking, Financial Analysis, Credit, Equity Research, Financial Modeling, Credit Risk, Credit Analysis, Investments, Loans, Equities, Asset Managment, Risk Management, Commercial Lending, Commercial Banking, Underwriting, Retail Banking, Cash Flow, Finance, Valuation
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
BS, Finance
Mary Ann Armanuse's Banc of America Securities Experience 2000 - 2006
Job Executive Assistant to Owner & President
Industry Real Estate
Experience
Keller Williams February 2014 - Present
Safeway Health August 2012 - January 2014
Evercore Partners July 2007 - August 2012
Merrill Lynch May 2006 - July 2007
Banc of America Securities 2000 - 2006
Skills
Microsoft Office, Expenses, PowerPoint, Management, System Administration, Microsoft Excel, Human Resources, Administrative..., Time Management, Executive Management
Education
California State University-East Bay 1992 — 1996
Bachlors of Science, Biology, Chemistry
California Life, Accident and Health Insurance License
License #0152266
Keller Williams February 2014 - Present
Safeway Health August 2012 - January 2014
Evercore Partners July 2007 - August 2012
Merrill Lynch May 2006 - July 2007
Banc of America Securities 2000 - 2006
Skills
Microsoft Office, Expenses, PowerPoint, Management, System Administration, Microsoft Excel, Human Resources, Administrative..., Time Management, Executive Management
Education
California State University-East Bay 1992 — 1996
Bachlors of Science, Biology, Chemistry
California Life, Accident and Health Insurance License
License #0152266
Tom Egan's Banc of America Securities Experience April 2005 - April 2007
Job Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company April 2010 - Present
Getty Images June 2007 - April 2010
Banc of America Securities April 2005 - April 2007
Skills
Equities, Investments, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Asset Management
Education
Boston College 1999 — 2003
Bachelor's Degree, Communication and Media Studies
Canterbury 1996 — 1999
Jefferies & Company April 2010 - Present
Getty Images June 2007 - April 2010
Banc of America Securities April 2005 - April 2007
Skills
Equities, Investments, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Asset Management
Education
Boston College 1999 — 2003
Bachelor's Degree, Communication and Media Studies
Canterbury 1996 — 1999
Steve Lubin's Banc of America Securities Experience 2002 - 2005
Job Financial Planner/wealth advisor
Industry Financial Services
Experience
Citizens Securities April 2008 - Present
Investment services sovereign bank October 2005 - April 2008
Banc of America Securities 2002 - 2005
Fidelity Investments 1992 - 1995
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Investment Advisory, Uniform Combined State..., Investments, Financial Advisory, Strategic Financial..., Series 65, Portfolio Management, Securities, Asset Allocation, Investment Strategies, Retirement, Fixed Income, Series 24, Fixed Annuities, Bonds
Education
Boston university CFP Center for Professional Education 2014 — 2015
Certified financial planning, CFP
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
Tufts University 1983 — 1987
BA, Economics
Citizens Securities April 2008 - Present
Investment services sovereign bank October 2005 - April 2008
Banc of America Securities 2002 - 2005
Fidelity Investments 1992 - 1995
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Investment Advisory, Uniform Combined State..., Investments, Financial Advisory, Strategic Financial..., Series 65, Portfolio Management, Securities, Asset Allocation, Investment Strategies, Retirement, Fixed Income, Series 24, Fixed Annuities, Bonds
Education
Boston university CFP Center for Professional Education 2014 — 2015
Certified financial planning, CFP
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
Tufts University 1983 — 1987
BA, Economics
Manjula Somasundaram's Banc of America Securities Experience 2003 - 2006
Job Director at UBS
Industry Financial Services
Experience
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
Kyle Kaylor's Banc of America Securities Experience May 2004 - March 2008
Job Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
Ross Nowak's Banc of America Securities Experience February 2005 - November 2007
Job Director, Algorithmic Trading Sales at Deutsche Bank Securities
Industry Capital Markets
Experience
Deutsche Bank Securities January 2008 - Present
Banc of America Securities February 2005 - November 2007
The Macgregor Group February 2001 - February 2005
William E. Simon & Sons Municipal Securities January 1998 - February 2001
William E. Simon & Sons Municipal Securities June 1992 - January 1998
Skills
Equities, Electronic Trading
Education
Drew University
BA
Bucknell University
Deutsche Bank Securities January 2008 - Present
Banc of America Securities February 2005 - November 2007
The Macgregor Group February 2001 - February 2005
William E. Simon & Sons Municipal Securities January 1998 - February 2001
William E. Simon & Sons Municipal Securities June 1992 - January 1998
Skills
Equities, Electronic Trading
Education
Drew University
BA
Bucknell University
Amy Childers's Banc of America Securities Experience August 1984 - October 2001
Job Assistant Vice President Accountant with BB&T Equipment Finance
Industry Accounting
Experience
BB&T Equipment Finance November 2003 - Present
Show Pros 1996 - 2014
Show Pros 1996 - 2014
Capital Premium Plan June 2003 - October 2004
Banc of America Securities August 1984 - October 2001
Bank of America August 1984 - October 2001
Skills
Accounts Receivable, Accounts Payable, Bank Reconciliation, Forensic Accounting, Process Review, Finance, Accounting, Financial Analysis, Banking, Cash Flow, Account Reconciliation, Loans, Financial Reporting, Auditing, Tax, Financial Risk, Management
Education
Brenau University 2011 — 2013
MBA in Accounting, Business, Accounting
Pfeiffer University 2007 — 2010
BS, Business
Central Piedmont Community College 1984 — 1996
A.F.A., Business
BB&T Equipment Finance November 2003 - Present
Show Pros 1996 - 2014
Show Pros 1996 - 2014
Capital Premium Plan June 2003 - October 2004
Banc of America Securities August 1984 - October 2001
Bank of America August 1984 - October 2001
Skills
Accounts Receivable, Accounts Payable, Bank Reconciliation, Forensic Accounting, Process Review, Finance, Accounting, Financial Analysis, Banking, Cash Flow, Account Reconciliation, Loans, Financial Reporting, Auditing, Tax, Financial Risk, Management
Education
Brenau University 2011 — 2013
MBA in Accounting, Business, Accounting
Pfeiffer University 2007 — 2010
BS, Business
Central Piedmont Community College 1984 — 1996
A.F.A., Business
Andrew Westhead's Banc of America Securities Experience 2008 - 2009
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2009 - Present
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading System, Statistical Modeling, C++, Electronic Trading, Backtesting, Trading Systems, Quantitative Finance, Equities, Quantitative Investing, Computational..., Equity Trading, Statistical Arbitrage, Quantitative Analytics
Education
Caltech 1998 — 2003
PhD, Applied and Computational Math
Imperial College London 1994 — 1998
MSci, Mathematics
Bank of America Merrill Lynch February 2009 - Present
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading System, Statistical Modeling, C++, Electronic Trading, Backtesting, Trading Systems, Quantitative Finance, Equities, Quantitative Investing, Computational..., Equity Trading, Statistical Arbitrage, Quantitative Analytics
Education
Caltech 1998 — 2003
PhD, Applied and Computational Math
Imperial College London 1994 — 1998
MSci, Mathematics
Evan Serton's Banc of America Securities Experience December 1999 - July 2001
Job Vice President, Relationship Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers September 2006 - Present
Deutsche Asset Management (NY) August 2001 - September 2006
Banc of America Securities December 1999 - July 2001
Skills
REIT, Real Estate Investment, Infrastructure, Real Assets, Equities, Fixed Income, Product Specialists, Asset Management, Investment Management, Alternative Investments, Mutual Funds, Portfolio Management, Relationship Management, Bloomberg, Asset Allocation, Financial Analysis
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Brown University 1994 — 1998
BA, Classics
Fordham Preparatory School 1990 — 1994
Cohen & Steers September 2006 - Present
Deutsche Asset Management (NY) August 2001 - September 2006
Banc of America Securities December 1999 - July 2001
Skills
REIT, Real Estate Investment, Infrastructure, Real Assets, Equities, Fixed Income, Product Specialists, Asset Management, Investment Management, Alternative Investments, Mutual Funds, Portfolio Management, Relationship Management, Bloomberg, Asset Allocation, Financial Analysis
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Brown University 1994 — 1998
BA, Classics
Fordham Preparatory School 1990 — 1994
Jeffrey Hsiung's Banc of America Securities Experience July 2009 - Present
Job Technology Associate at Banc of America Securities
Industry Information Technology and Services
Experience
Banc of America Securities July 2009 - Present
Education
Carnegie Mellon University 1998 — 2002
Banc of America Securities July 2009 - Present
Education
Carnegie Mellon University 1998 — 2002
Jagadish Bala's Banc of America Securities Experience 2006 - 2008
Job Analyst at Bank Of America
Industry Banking
Experience
Bank Of America January 2006 - Present
Banc of America Securities 2006 - 2008
BIC 2007 - 2007
Skills
SDLC, Software Project..., Business Analysis, Quality Assurance, Requirements Analysis
Education
Kuvempu Vishwavidyanilaya 1990 — 1994
BE, Computer Science
Christ University, Bangalore 1988 — 1990
PUC, PCME
Sudarshan Vidya Mandir 1985 — 1987
High School
Sree Saraswathi Vidya Mandir 1978 — 1986
School
Bank Of America January 2006 - Present
Banc of America Securities 2006 - 2008
BIC 2007 - 2007
Skills
SDLC, Software Project..., Business Analysis, Quality Assurance, Requirements Analysis
Education
Kuvempu Vishwavidyanilaya 1990 — 1994
BE, Computer Science
Christ University, Bangalore 1988 — 1990
PUC, PCME
Sudarshan Vidya Mandir 1985 — 1987
High School
Sree Saraswathi Vidya Mandir 1978 — 1986
School
Scott Marks's Banc of America Securities Experience January 1996 - January 1998
Job Association Manager at California Craft Brewers Association
Industry Retail
Experience
California Craft Brewers Association March 2013 - Present
Sierra Blue Pool & Spa, Inc. June 2003 - 2013
JP Morgan Chase January 2000 - December 2002
JPMorgan Chase January 1998 - January 2000
Banc of America Securities January 1996 - January 1998
Skills
Self-starter, Flexibility, Market Data, Financial Analysis, Financial Reporting, Motivated self-starter, Tracking, Auditing, Procurement, Contract Negotiation, Contract Management, Problem Solving, Interpersonal Skill, Training, Forecasting, E-commerce, Strategic Sourcing, Marketing, Analysis, Retail, Project Management
Education
California State University-Sacramento 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
California Craft Brewers Association March 2013 - Present
Sierra Blue Pool & Spa, Inc. June 2003 - 2013
JP Morgan Chase January 2000 - December 2002
JPMorgan Chase January 1998 - January 2000
Banc of America Securities January 1996 - January 1998
Skills
Self-starter, Flexibility, Market Data, Financial Analysis, Financial Reporting, Motivated self-starter, Tracking, Auditing, Procurement, Contract Negotiation, Contract Management, Problem Solving, Interpersonal Skill, Training, Forecasting, E-commerce, Strategic Sourcing, Marketing, Analysis, Retail, Project Management
Education
California State University-Sacramento 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Michele Anne's Banc of America Securities Experience 2001 - 2006
Job
Industry Executive Office
Experience
Wells Fargo Bank March 2008 - Present
Bank of America 2006 - 2007
Banc of America Securities 2001 - 2006
Irell & Manella 1986 - 1989
Skills
Administrative Support, Microsoft Office 2003 &..., Calendars, Spreadsheets, Confidentiality, Data Entry, Project Coordination, Concur, Administrative..., Calendaring, Travel Arrangements, Office Administration, Outlook, Microsoft Office 2007, Graphs, Portfolio Management, Strategic Planning, Administrative..., Customer Service, Microsoft Office
Education
California State University-Chico
MA, Information & Communication
California State University-Chico
BA, Organizational Communication
Villanova University
Certificate, Fundamentals of Project Management
Wells Fargo Bank March 2008 - Present
Bank of America 2006 - 2007
Banc of America Securities 2001 - 2006
Irell & Manella 1986 - 1989
Skills
Administrative Support, Microsoft Office 2003 &..., Calendars, Spreadsheets, Confidentiality, Data Entry, Project Coordination, Concur, Administrative..., Calendaring, Travel Arrangements, Office Administration, Outlook, Microsoft Office 2007, Graphs, Portfolio Management, Strategic Planning, Administrative..., Customer Service, Microsoft Office
Education
California State University-Chico
MA, Information & Communication
California State University-Chico
BA, Organizational Communication
Villanova University
Certificate, Fundamentals of Project Management
Rory Murphy's Banc of America Securities Experience June 2005 - August 2005
Job Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2014 - Present
L.E.K. Consulting September 2007 - August 2012
JP Morgan Chase - Private Bank June 2006 - August 2006
Banc of America Securities June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Due Diligence, Management Consulting, Valuation
Education
Tuck School of Business at Dartmouth 2012 — 2014
MBA
Boston College 2003 — 2007
BS, Finance & Accounting
L.E.K. Consulting September 2014 - Present
L.E.K. Consulting September 2007 - August 2012
JP Morgan Chase - Private Bank June 2006 - August 2006
Banc of America Securities June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Due Diligence, Management Consulting, Valuation
Education
Tuck School of Business at Dartmouth 2012 — 2014
MBA
Boston College 2003 — 2007
BS, Finance & Accounting
Patrick Cann's Banc of America Securities Experience July 2001 - January 2008
Job Executive Director at Nomura Securities International, Inc.
Industry Financial Services
Experience
Nomura Securities April 2013 - Present
Nomura Securities International, Inc. April 2010 - March 2013
Nomura Securities International, Inc. October 2008 - March 2010
Banc of America Securities July 2001 - January 2008
Banc of America Securities 2001 - 2008
Skills
Capital Markets, Investment Banking, Fixed Income, Portfolio Management, Corporate Finance, Investments, Securities, Bonds, Private Placements
Education
Bucknell University 1997 — 2001
Nomura Securities April 2013 - Present
Nomura Securities International, Inc. April 2010 - March 2013
Nomura Securities International, Inc. October 2008 - March 2010
Banc of America Securities July 2001 - January 2008
Banc of America Securities 2001 - 2008
Skills
Capital Markets, Investment Banking, Fixed Income, Portfolio Management, Corporate Finance, Investments, Securities, Bonds, Private Placements
Education
Bucknell University 1997 — 2001
Chris Ginieczki, CFA's Banc of America Securities Experience 1997 - 2005
Job Vice President at McKesson
Industry Banking
Experience
McKesson 2014 - Present
Visa 2008 - 2014
J.P Morgan (formerly Washington Mutual) July 2005 - January 2008
Banc of America Securities 1997 - 2005
Skills
Treasury, Finance, Capital Markets, Cash Flow, Internal Controls, Money Market, Bonds, Management, Capital Budgeting, Sarbanes-Oxley, Financial Modeling, Financial Forecasting, Portfolio Management, Investments
Education
Bucknell University
BS, Business Adminstration - Accounting
McKesson 2014 - Present
Visa 2008 - 2014
J.P Morgan (formerly Washington Mutual) July 2005 - January 2008
Banc of America Securities 1997 - 2005
Skills
Treasury, Finance, Capital Markets, Cash Flow, Internal Controls, Money Market, Bonds, Management, Capital Budgeting, Sarbanes-Oxley, Financial Modeling, Financial Forecasting, Portfolio Management, Investments
Education
Bucknell University
BS, Business Adminstration - Accounting
Joan Kermath's Banc of America Securities Experience July 1985 - October 1999
Job Luxury Real Estate Professional at Decker Bullock Sotheby's
Industry Real Estate
Experience
Decker Bullock Sotheby's January 2013 - Present
Pacific Union International-Christies International March 2001 - January 2013
Banc of America Securities July 1985 - October 1999
Pepsi-Cola Bottling Group July 1981 - July 1983
Skills
Real Estate, Sellers, Investment Properties, Real Estate Transactions, Sales, Selling, Property, Negotiation, 1031 Exchanges, Investments, Property Management, Real Estate Financing, Contract Negotiation, Marketing, Real Property, New Homes, Rentals, Townhomes, Seniors, Move Up Buyers, SFR, ABR, Vacation Homes, Tenant, Asset Management, Fixed Income, Real Estate Economics, Asset Managment
Education
Central Michigan University
BSBA, Marketing and Economics
University of Denver - Daniels College of Business
MBA, Real Estate and Finance
Decker Bullock Sotheby's January 2013 - Present
Pacific Union International-Christies International March 2001 - January 2013
Banc of America Securities July 1985 - October 1999
Pepsi-Cola Bottling Group July 1981 - July 1983
Skills
Real Estate, Sellers, Investment Properties, Real Estate Transactions, Sales, Selling, Property, Negotiation, 1031 Exchanges, Investments, Property Management, Real Estate Financing, Contract Negotiation, Marketing, Real Property, New Homes, Rentals, Townhomes, Seniors, Move Up Buyers, SFR, ABR, Vacation Homes, Tenant, Asset Management, Fixed Income, Real Estate Economics, Asset Managment
Education
Central Michigan University
BSBA, Marketing and Economics
University of Denver - Daniels College of Business
MBA, Real Estate and Finance
Gerard Boelstler's Banc of America Securities Experience June 2000 - January 2008
Job GTR Operations Specialist
Industry Computer Software
Experience
Instinet Incorporated December 2012 - Present
Instinet Incorporated October 2008 - December 2012
Bank of New York Mellon May 2008 - July 2008
Banc of America Securities June 2000 - January 2008
Skills
Equity Trading, Series 7, Trading, Electronic Trading, Trading Systems, Business Relationship..., Financial Markets, Market Data, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
B.S, Business Administration
Instinet Incorporated December 2012 - Present
Instinet Incorporated October 2008 - December 2012
Bank of New York Mellon May 2008 - July 2008
Banc of America Securities June 2000 - January 2008
Skills
Equity Trading, Series 7, Trading, Electronic Trading, Trading Systems, Business Relationship..., Financial Markets, Market Data, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
B.S, Business Administration
Robert Karr's Banc of America Securities Experience 2001 - 2009
Job Managing Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group 2011 - Present
Bank of America 2001 - 2009
Banc of America Securities 2001 - 2009
Prudential Securities 1989 - 2000
Skills
ABS, Fixed Income, Hedge Funds, Structured Finance, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Finance, Banking, Asset Management, Financial Services, Investments, Securities, Structured Products, Equities, Bloomberg, Financial Risk, Valuation
Education
Columbia University in the City of New York 1984 — 1986
BS, EE
Bowdoin College 1981 — 1984
BA, Physics
Brooks School 1978 — 1981
Mischler Financial Group 2011 - Present
Bank of America 2001 - 2009
Banc of America Securities 2001 - 2009
Prudential Securities 1989 - 2000
Skills
ABS, Fixed Income, Hedge Funds, Structured Finance, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Finance, Banking, Asset Management, Financial Services, Investments, Securities, Structured Products, Equities, Bloomberg, Financial Risk, Valuation
Education
Columbia University in the City of New York 1984 — 1986
BS, EE
Bowdoin College 1981 — 1984
BA, Physics
Brooks School 1978 — 1981
Ellen Tietjen's Banc of America Securities Experience August 2007 - February 2008
Job Executive Assistant Expense Analyst/Auditor Meeting/Event Planner Virtual Assistant Proofreader/Editor
Industry Executive Office
Experience
Tietjen Enterprises May 2008 - Present
Christmas Tree Shops September 2013 - June 2014
Tietjen Enterprises September 1999 - May 2014
Christmas Tree Shops July 2013 - September 2013
Corporate Brokers February 2012 - June 2012
Dr. Reddy's Laboratories August 2010 - February 2011
Banc of America Securities August 2007 - February 2008
Inductis February 2006 - May 2007
Robert Half International October 2003 - July 2006
Babcock & Brown November 2001 - April 2003
Skills
Outlook, PowerPoint, Word, Excel, Access, Event Planning, Administrative Support, Problem Solving, Microsoft Office, Employee Relations, Lotus Notes, Vendor Relations, Accounts Receivable, EFX, Concur, QuickBooks, Quicken, Salesforce.com, New Hire Orientations, Travel Management, Schedules, Calendaring, Call Center, Contract Negotiation, Budget Monitoring, Administrative..., Microsoft Excel, Customer Service, Facebook, Networking, Project Planning, Microsoft Word, Social Networking, Social Media Marketing, Event Management
Education
Central Connecticut State University 1986 — 1992
BA, Communication
Bridgewater-Raritan High School West 1982 — 1986
Diploma, College Prep
Tietjen Enterprises May 2008 - Present
Christmas Tree Shops September 2013 - June 2014
Tietjen Enterprises September 1999 - May 2014
Christmas Tree Shops July 2013 - September 2013
Corporate Brokers February 2012 - June 2012
Dr. Reddy's Laboratories August 2010 - February 2011
Banc of America Securities August 2007 - February 2008
Inductis February 2006 - May 2007
Robert Half International October 2003 - July 2006
Babcock & Brown November 2001 - April 2003
Skills
Outlook, PowerPoint, Word, Excel, Access, Event Planning, Administrative Support, Problem Solving, Microsoft Office, Employee Relations, Lotus Notes, Vendor Relations, Accounts Receivable, EFX, Concur, QuickBooks, Quicken, Salesforce.com, New Hire Orientations, Travel Management, Schedules, Calendaring, Call Center, Contract Negotiation, Budget Monitoring, Administrative..., Microsoft Excel, Customer Service, Facebook, Networking, Project Planning, Microsoft Word, Social Networking, Social Media Marketing, Event Management
Education
Central Connecticut State University 1986 — 1992
BA, Communication
Bridgewater-Raritan High School West 1982 — 1986
Diploma, College Prep
Banting Wu's Banc of America Securities Experience 2003 - 2005
Job Director, Public Finance
Industry Investment Banking
Experience
A U.S. Banking Institution 2012 - Present
Loop Capital Markets 2008 - 2012
JPMorgan 2005 - 2008
Banc of America Securities 2003 - 2005
Banc One Capital Markets, Inc. 2000 - 2003
Evensen Dodge 1998 - 2000
Public Resources Advisory Group 1995 - 1998
The City of New York 1988 - 1990
The United Nations 1986 - 1988
Skills
Capital Markets, Fixed Income, Municipal Bonds, Tax Law, Quantitative Finance, Investments, Economic Research, Consulting
Education
Carnegie Mellon University
MS/MBA
New School For Social Research
MA
University of Wisconsin-Madison
BS
A U.S. Banking Institution 2012 - Present
Loop Capital Markets 2008 - 2012
JPMorgan 2005 - 2008
Banc of America Securities 2003 - 2005
Banc One Capital Markets, Inc. 2000 - 2003
Evensen Dodge 1998 - 2000
Public Resources Advisory Group 1995 - 1998
The City of New York 1988 - 1990
The United Nations 1986 - 1988
Skills
Capital Markets, Fixed Income, Municipal Bonds, Tax Law, Quantitative Finance, Investments, Economic Research, Consulting
Education
Carnegie Mellon University
MS/MBA
New School For Social Research
MA
University of Wisconsin-Madison
BS
Scott Mushkin's Banc of America Securities Experience 2005 - 2007
Job managing director at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Angelo Urzia's Banc of America Securities Experience June 1998 - May 2007
Job none at UBS
Industry Investment Management
Experience
UBS November 2007 - Present
Banc of America Securities June 1998 - May 2007
Skills
Series 63, Equities, Series 7, Equity Trading, Securities, FINRA, Asset Managment, Fixed Income, Bloomberg, Middle Office, Options, Hedge Funds, Financial Risk, Trading, Banking, Derivatives, Capital Markets, Mutual Funds, Electronic Trading
Education
City University of New York 1990 — 1993
Grover Cleveland High School 1986 — 1990
UBS November 2007 - Present
Banc of America Securities June 1998 - May 2007
Skills
Series 63, Equities, Series 7, Equity Trading, Securities, FINRA, Asset Managment, Fixed Income, Bloomberg, Middle Office, Options, Hedge Funds, Financial Risk, Trading, Banking, Derivatives, Capital Markets, Mutual Funds, Electronic Trading
Education
City University of New York 1990 — 1993
Grover Cleveland High School 1986 — 1990
Julie Rhee Lewis's Banc of America Securities Experience 2001 - 2003
Job ACCOUNT EXECUTIVE at JP ORIGINAL CORP / DOLLHOUSE FOOTWEAR
Industry Wholesale
Experience
JP ORIGINAL CORP / DOLLHOUSE FOOTWEAR July 2011 - Present
Legend Footwear Inc. / W.DNA Footwear, Inc. June 2010 - July 2011
Banc of America Securities 2001 - 2003
Skills
Short Sales, Outlook, Credit, Customer Service, Administrative..., Data Entry, Banking, Telephone Skills, Office Management, Microsoft Excel, Office Administration, Sales, Customer Satisfaction, Marketing Strategy
Education
California State University-Los Angeles 2000 — 2003
Bachelors, Business Administration
JP ORIGINAL CORP / DOLLHOUSE FOOTWEAR July 2011 - Present
Legend Footwear Inc. / W.DNA Footwear, Inc. June 2010 - July 2011
Banc of America Securities 2001 - 2003
Skills
Short Sales, Outlook, Credit, Customer Service, Administrative..., Data Entry, Banking, Telephone Skills, Office Management, Microsoft Excel, Office Administration, Sales, Customer Satisfaction, Marketing Strategy
Education
California State University-Los Angeles 2000 — 2003
Bachelors, Business Administration
Baron Silverstein's Banc of America Securities Experience January 2009 - Present
Job Managing Director at Bank of America Securities
Industry Investment Banking
Experience
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
David Gilhooley's Banc of America Securities Experience April 2001 - August 2007
Job Head of Global Markets and TreasuryMarket Risk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
BONY Mellon April 2009 - April 2012
Washington Mutual Bank 2007 - 2009
Banc of America Securities April 2001 - August 2007
ABN AMRO 1997 - 2001
BZW (Barclays de Zoete Wedd) 1994 - 1997
MetLife Investments 1990 - 1994
Shearson Lehman 1989 - 1989
E.F. Hutton 1985 - 1988
First Boston Corporation 1983 - 1985
Skills
Portfolio Management, Financial Risk, Market Risk, Credit, Fixed Income, Capital Markets, Derivatives, Credit Risk, Equities, Risk Management, Banking, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Securities, Bloomberg, Investments, Structured Finance, Valuation
Education
Carnegie Mellon University 2003 — 2004
N/A, Fin'l Engineering
NYU 2001 — 2003
N/A, Economics
Rutgers 1981 — 1983
MBA, Finance
Lafayette College 1976 — 1980
BA, English/History
BNY Mellon April 2012 - Present
BONY Mellon April 2009 - April 2012
Washington Mutual Bank 2007 - 2009
Banc of America Securities April 2001 - August 2007
ABN AMRO 1997 - 2001
BZW (Barclays de Zoete Wedd) 1994 - 1997
MetLife Investments 1990 - 1994
Shearson Lehman 1989 - 1989
E.F. Hutton 1985 - 1988
First Boston Corporation 1983 - 1985
Skills
Portfolio Management, Financial Risk, Market Risk, Credit, Fixed Income, Capital Markets, Derivatives, Credit Risk, Equities, Risk Management, Banking, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Securities, Bloomberg, Investments, Structured Finance, Valuation
Education
Carnegie Mellon University 2003 — 2004
N/A, Fin'l Engineering
NYU 2001 — 2003
N/A, Economics
Rutgers 1981 — 1983
MBA, Finance
Lafayette College 1976 — 1980
BA, English/History
Ashar Mahboob's Banc of America Securities Experience March 1998 - April 2000
Job Chief Investment Officer at Quantbot Technologies LP
Industry Financial Services
Experience
Quantbot Technologies, LP June 2009 - Present
Merrill Lynch November 2004 - August 2010
Morgan Stanley May 2000 - October 2004
Banc of America Securities March 1998 - April 2000
Mizuho Financial Group December 1993 - February 1998
Education
Carnegie Mellon University 1995 — 1997
Masters, Computational Finance
Rutgers University-New Brunswick 1990 — 1993
Masters, Compter Science
National University of Computer and Emerging Sciences 1986 — 1989
BS, Computer Science
Quantbot Technologies, LP June 2009 - Present
Merrill Lynch November 2004 - August 2010
Morgan Stanley May 2000 - October 2004
Banc of America Securities March 1998 - April 2000
Mizuho Financial Group December 1993 - February 1998
Education
Carnegie Mellon University 1995 — 1997
Masters, Computational Finance
Rutgers University-New Brunswick 1990 — 1993
Masters, Compter Science
National University of Computer and Emerging Sciences 1986 — 1989
BS, Computer Science
Danielle Mawlaoui's Banc of America Securities Experience 2000 - 2003
Job 1
Industry Apparel & Fashion
Experience
Danielle Napa May 2014 - Present
Danielle - San Francisco June 2003 - Present
ClassMonkeys.com February 2011 - 2013
Banc of America Securities 2000 - 2003
Bank of New York Mellon February 1998 - February 2000
Skills
Product Development, Entrepreneurship, Strategic Partnerships, Start-ups
Education
California State University-Los Angeles 1993 — 1997
Bachelor's degree, History
Danielle Napa May 2014 - Present
Danielle - San Francisco June 2003 - Present
ClassMonkeys.com February 2011 - 2013
Banc of America Securities 2000 - 2003
Bank of New York Mellon February 1998 - February 2000
Skills
Product Development, Entrepreneurship, Strategic Partnerships, Start-ups
Education
California State University-Los Angeles 1993 — 1997
Bachelor's degree, History
Farah Zakir's Banc of America Securities Experience January 2007 - May 2009
Job Associate at RBS Securities, Inc.
Industry Investment Banking
Experience
RBS Securities, Inc. May 2010 - Present
Banc of America Securities January 2007 - May 2009
Bank of America September 2005 - December 2006
Education
Brandeis University 2003 — 2005
M.A.
Hamilton College
B.A.
RBS Securities, Inc. May 2010 - Present
Banc of America Securities January 2007 - May 2009
Bank of America September 2005 - December 2006
Education
Brandeis University 2003 — 2005
M.A.
Hamilton College
B.A.
Cristian Ghiuvea's Banc of America Securities Experience 2003 - 2005
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2005 - Present
Banc of America Securities 2003 - 2005
Zurich Capital Markets 2002 - 2003
Skills
CMBS, Structured Products, Portfolio Management, REIT, Fixed Income, Fundraising, Corporate Credit, Quantitative Finance, Derivatives, Credit Derivatives, Capital Markets
Education
Carnegie Mellon University 1999 — 2001
Ph. D., Statistics
Universitatea din București 1990 — 1995
Bachelor of Science (BS), Mathematics
Morgan Stanley Investment Management March 2005 - Present
Banc of America Securities 2003 - 2005
Zurich Capital Markets 2002 - 2003
Skills
CMBS, Structured Products, Portfolio Management, REIT, Fixed Income, Fundraising, Corporate Credit, Quantitative Finance, Derivatives, Credit Derivatives, Capital Markets
Education
Carnegie Mellon University 1999 — 2001
Ph. D., Statistics
Universitatea din București 1990 — 1995
Bachelor of Science (BS), Mathematics
Claudine Mehl's Banc of America Securities Experience 1999 - 2003
Job Director, Global Control Room at Bank of America
Industry Financial Services
Experience
Bank of America 2003 - Present
Banc of America Securities 1999 - 2003
NationsBanc Montgomery Securities 1995 - 1999
Montgomery Securities 1993 - 1995
Education
California State University-Sacramento
University of California, San Diego
Bank of America 2003 - Present
Banc of America Securities 1999 - 2003
NationsBanc Montgomery Securities 1995 - 1999
Montgomery Securities 1993 - 1995
Education
California State University-Sacramento
University of California, San Diego
Cyrus Amini's Banc of America Securities Experience June 2006 - May 2008
Job Vice President at Charlesworth & Rugg, Inc.
Industry Financial Services
Experience
Charlesworth & Rugg, Inc. January 2014 - Present
T-REX: The Renewables Exchange September 2012 - December 2013
Arsenal Consulting LLC September 2012 - December 2013
Banc of America Securities June 2006 - May 2008
Skills
Fixed Income, Equities, Trading, Bonds, Valuation, Asset Management, Financial Analysis, Financial Risk, Mergers & Acquisitions, Investments, Wealth Management, Capital Markets, Private Equity, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Securities, Venture Capital
Education
Boston College Law School 2009 — 2012
JD, Law
University of Pennsylvania 2002 — 2006
Bachelor, Economics
Charlesworth & Rugg, Inc. January 2014 - Present
T-REX: The Renewables Exchange September 2012 - December 2013
Arsenal Consulting LLC September 2012 - December 2013
Banc of America Securities June 2006 - May 2008
Skills
Fixed Income, Equities, Trading, Bonds, Valuation, Asset Management, Financial Analysis, Financial Risk, Mergers & Acquisitions, Investments, Wealth Management, Capital Markets, Private Equity, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Securities, Venture Capital
Education
Boston College Law School 2009 — 2012
JD, Law
University of Pennsylvania 2002 — 2006
Bachelor, Economics
Frank LaTorraca's Banc of America Securities Experience March 2000 - February 2006
Job Vice President at Delaware Investments
Industry Investment Management
Experience
Delaware Investments March 2006 - Present
Banc of America Securities March 2000 - February 2006
GE Capital March 1997 - March 2000
Ford Motor Credit Company July 1995 - March 1997
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
MBA, Finance and Accounting
Boston College 1986 — 1990
MA, Psychology
Loyola Academy
Delaware Investments March 2006 - Present
Banc of America Securities March 2000 - February 2006
GE Capital March 1997 - March 2000
Ford Motor Credit Company July 1995 - March 1997
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
MBA, Finance and Accounting
Boston College 1986 — 1990
MA, Psychology
Loyola Academy
Cuong Quach's Banc of America Securities Experience May 2005 - February 2009
Job 1
Industry Investment Banking
Experience
Instinet Incorporated September 2013 - Present
Deutsche Bank September 2011 - September 2013
Goldman Sachs 2010 - September 2011
Citigroup September 2009 - December 2009
Banc of America Securities May 2005 - February 2009
Banc of America Securities March 2001 - May 2005
BlackRock May 2000 - March 2001
Circle.com February 1999 - April 2000
Technology Solutions Company May 1998 - February 1999
Research Instititue of America Group February 1997 - May 1998
Skills
Perl, Unix, Solaris, Unix Shell Scripting, SQL, Integration, Databases, XML, Testing, Java, Oracle, Business Intelligence
Education
Carnegie Mellon University 1990 — 1994
BS, Computer Science/Mathematics
Carnegie Mellon University 1990 — 1994
Bachelor of Science (BS), Mathematics and Computer Science
Instinet Incorporated September 2013 - Present
Deutsche Bank September 2011 - September 2013
Goldman Sachs 2010 - September 2011
Citigroup September 2009 - December 2009
Banc of America Securities May 2005 - February 2009
Banc of America Securities March 2001 - May 2005
BlackRock May 2000 - March 2001
Circle.com February 1999 - April 2000
Technology Solutions Company May 1998 - February 1999
Research Instititue of America Group February 1997 - May 1998
Skills
Perl, Unix, Solaris, Unix Shell Scripting, SQL, Integration, Databases, XML, Testing, Java, Oracle, Business Intelligence
Education
Carnegie Mellon University 1990 — 1994
BS, Computer Science/Mathematics
Carnegie Mellon University 1990 — 1994
Bachelor of Science (BS), Mathematics and Computer Science
Robert Snape's Banc of America Securities Experience 1997 - 2009
Job President at BDO Capital Advisors, LLC
Industry Investment Banking
Experience
BDO Capital Advisors, LLC September 2010 - Present
Scott-Macon, Ltd. 2009 - September 2010
Banc of America Securities 1997 - 2009
Bank of America 1997 - 2009
KPMG Corporate Finance 1995 - 1997
Skills
Restructuring, Middle Market, Mezzanine, Portfolio Management, Structured Finance, Asset Managment, Capital Raising, Finance, Credit, Credit Analysis, Credit Risk, Business Valuation, Retail, Banking, Commercial Lending, Asset Based Lending, Business Strategy, Commercial Banking, Emerging Markets, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Finance
Boston University 1986 — 1990
BA, Economics
BDO Capital Advisors, LLC September 2010 - Present
Scott-Macon, Ltd. 2009 - September 2010
Banc of America Securities 1997 - 2009
Bank of America 1997 - 2009
KPMG Corporate Finance 1995 - 1997
Skills
Restructuring, Middle Market, Mezzanine, Portfolio Management, Structured Finance, Asset Managment, Capital Raising, Finance, Credit, Credit Analysis, Credit Risk, Business Valuation, Retail, Banking, Commercial Lending, Asset Based Lending, Business Strategy, Commercial Banking, Emerging Markets, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Finance
Boston University 1986 — 1990
BA, Economics
Jason Roach's Banc of America Securities Experience April 2005 - April 2009
Job SVP at Global Atlantic Financial Group Limited
Industry Investment Management
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs June 2009 - May 2013
Banc of America Securities April 2005 - April 2009
PricewaterhouseCoopers June 2002 - April 2005
Skills
Operations Management, Equities, Financial Modeling, Financial Analysis, Fixed Income, Capital Markets, Prime Brokerage, Securities Lending, Equity Derivatives, Insurance, Derivatives, Private Equity, Bloomberg, Portfolio Management, New Business Development, Trading
Education
Bryant University
BS, Accounting / Finance
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs June 2009 - May 2013
Banc of America Securities April 2005 - April 2009
PricewaterhouseCoopers June 2002 - April 2005
Skills
Operations Management, Equities, Financial Modeling, Financial Analysis, Fixed Income, Capital Markets, Prime Brokerage, Securities Lending, Equity Derivatives, Insurance, Derivatives, Private Equity, Bloomberg, Portfolio Management, New Business Development, Trading
Education
Bryant University
BS, Accounting / Finance
Richard A Reisert's Banc of America Securities Experience July 1998 - March 2000
Job Chief Operating Officer, Partner at Christenson Investment Partners
Industry Investment Management
Experience
Christenson Investment Partners April 2004 - Present
Phoenix Investment Partners March 2000 - April 2004
Banc of America Securities July 1998 - March 2000
Mercer Investment Consulting July 1995 - July 1998
Hamilton & Co. October 1984 - July 1995
Skills
Mutual Funds, Institutional..., Series 63, Capital Markets, Series 24, Asset Allocation, Investment Strategies, CRM, Series 7, Asset Management, Fund Of Funds, Wealth Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Securities, Investment Advisory, Portfolio Management
Education
Boston University Graduate School of Management 1998 — 2000
Investment Management
Rider University 1995 — 1998
Masters in Business Administration
Rider University 1984 — 1988
BS in Commerce, Finance, Economics, Psychology
Christenson Investment Partners April 2004 - Present
Phoenix Investment Partners March 2000 - April 2004
Banc of America Securities July 1998 - March 2000
Mercer Investment Consulting July 1995 - July 1998
Hamilton & Co. October 1984 - July 1995
Skills
Mutual Funds, Institutional..., Series 63, Capital Markets, Series 24, Asset Allocation, Investment Strategies, CRM, Series 7, Asset Management, Fund Of Funds, Wealth Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Securities, Investment Advisory, Portfolio Management
Education
Boston University Graduate School of Management 1998 — 2000
Investment Management
Rider University 1995 — 1998
Masters in Business Administration
Rider University 1984 — 1988
BS in Commerce, Finance, Economics, Psychology
Emily Strange's Banc of America Securities Experience Production Coordinator/Personal AssistantPlum Pictures in assoc. w/ Hart - LunsfordJuly 2004 - March 2006
Job Administrative Assistant at Banc of America Securities
Industry Banking
Experience
Banc of America Securities Production Coordinator/Personal AssistantPlum Pictures in assoc. w/ Hart - LunsfordJuly 2004 - March 2006
Education
Boston University 2000 — 2004
BFA
Banc of America Securities Production Coordinator/Personal AssistantPlum Pictures in assoc. w/ Hart - LunsfordJuly 2004 - March 2006
Education
Boston University 2000 — 2004
BFA
Nicole Gilbert Gorée's Banc of America Securities Experience August 1997 - May 2000
Job Office Manager at Philadelphia Financial
Industry Investment Banking
Experience
Philadelphia Financial July 2009 - Present
ThinkEquity Partners March 2007 - April 2009
Glocap Search September 2005 - March 2007
Fremont Group August 2004 - August 2005
Andor Capital Management March 2002 - July 2004
Thomas Weisel Partners June 2000 - November 2001
Banc of America Securities August 1997 - May 2000
Hyatt Regency July 1995 - July 1997
Education
California State University-Chico 1990 — 1994
Liberal Studies
Campolindo
Philadelphia Financial July 2009 - Present
ThinkEquity Partners March 2007 - April 2009
Glocap Search September 2005 - March 2007
Fremont Group August 2004 - August 2005
Andor Capital Management March 2002 - July 2004
Thomas Weisel Partners June 2000 - November 2001
Banc of America Securities August 1997 - May 2000
Hyatt Regency July 1995 - July 1997
Education
California State University-Chico 1990 — 1994
Liberal Studies
Campolindo
Tony Ryan's Banc of America Securities Experience June 2002 - October 2005
Job Senior International Equity Analyst at Trivalent Investments a Victory Capital franchise.
Industry Financial Services
Experience
Victory Capital Management June 2014 - Present
The Boston Company October 2005 - June 2014
Banc of America Securities June 2002 - October 2005
Baker Atlas October 1996 - June 2000
Skills
Financial Analysis, Capital Markets, Equities, Portfolio Management, Bloomberg, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Hedge Funds, Alternative Investments, Fixed Income, Equity Valuation, Due Diligence, Risk Management, Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Securities, Competitive Analysis, Investment Management, Investment Banking, Emerging Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Finance
Imperial College London 1995 — 1996
MSc, Petroleum Engineering
The University of Sheffield 1992 — 1995
Bsc, Chemistry
Victory Capital Management June 2014 - Present
The Boston Company October 2005 - June 2014
Banc of America Securities June 2002 - October 2005
Baker Atlas October 1996 - June 2000
Skills
Financial Analysis, Capital Markets, Equities, Portfolio Management, Bloomberg, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Hedge Funds, Alternative Investments, Fixed Income, Equity Valuation, Due Diligence, Risk Management, Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Securities, Competitive Analysis, Investment Management, Investment Banking, Emerging Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Finance
Imperial College London 1995 — 1996
MSc, Petroleum Engineering
The University of Sheffield 1992 — 1995
Bsc, Chemistry
Stephen Oney's Banc of America Securities Experience May 2006 - August 2006
Job Student at Carnegie Mellon University
Industry Computer Software
Experience
Adobe March 2013 - May 2013
Adobe June 2011 - September 2011
IBM May 2009 - August 2009
Banc of America Securities May 2006 - August 2006
Microsoft Corporation May 2005 - August 2005
Xerox Corporation May 2004 - August 2004
Education
Carnegie Mellon University 2008 — 2014
Ph.D., Human-Computer Interaction
Massachusetts Institute of Technology 2007 — 2008
M.Eng, Computer Science
Massachusetts Institute of Technology 2003 — 2007
S.B., Computer Science, Mathematics
Adobe March 2013 - May 2013
Adobe June 2011 - September 2011
IBM May 2009 - August 2009
Banc of America Securities May 2006 - August 2006
Microsoft Corporation May 2005 - August 2005
Xerox Corporation May 2004 - August 2004
Education
Carnegie Mellon University 2008 — 2014
Ph.D., Human-Computer Interaction
Massachusetts Institute of Technology 2007 — 2008
M.Eng, Computer Science
Massachusetts Institute of Technology 2003 — 2007
S.B., Computer Science, Mathematics
AnnMarie Lee's Banc of America Securities Experience January 2009 - May 2009
Job Assistant Vice President, Counsel at Citizens Financial Group, Inc.
Industry Law Practice
Experience
Citizens Financial Group, Inc. June 2013 - Present
Lee Anav Chung LLP October 2010 - June 2013
Banc of America Securities January 2009 - May 2009
SAMSUNG CARD CO, LTD June 2008 - August 2008
Skills
Credit Cards, Debit Cards, Emerging Payments, Legal Research, Commercial Litigation, Litigation, Legal Writing, Corporate Law, Trademarks, Westlaw, Commercial Mortgages, Foreclosures, Loan Modification, Labor Relations, Document Drafting, Document Review
Education
Brooklyn Law School 2007 — 2010
J.D.
Cornell University 2002 — 2006
B.A.
Citizens Financial Group, Inc. June 2013 - Present
Lee Anav Chung LLP October 2010 - June 2013
Banc of America Securities January 2009 - May 2009
SAMSUNG CARD CO, LTD June 2008 - August 2008
Skills
Credit Cards, Debit Cards, Emerging Payments, Legal Research, Commercial Litigation, Litigation, Legal Writing, Corporate Law, Trademarks, Westlaw, Commercial Mortgages, Foreclosures, Loan Modification, Labor Relations, Document Drafting, Document Review
Education
Brooklyn Law School 2007 — 2010
J.D.
Cornell University 2002 — 2006
B.A.
Vijay Krishnamurthy's Banc of America Securities Experience 2005 - 2006
Job Doctoral Student at Princeton University
Industry Financial Services
Experience
Princeton University June 2006 - Present
banc of america securities 2005 - 2006
Education
Princeton University 2006 — 2010
Carnegie Mellon University
Princeton University June 2006 - Present
banc of america securities 2005 - 2006
Education
Princeton University 2006 — 2010
Carnegie Mellon University
Kari Halisky's Banc of America Securities Experience March 2005 - October 2008
Job .
Industry Investment Banking
Experience
Seattle Alternative Investment Association November 2009 - January 2013
BNP Paribas 2008 - 2011
Banc of America Securities March 2005 - October 2008
Independent Consultant February 2002 - January 2005
Better World Campaign / UN Foundation January 2000 - January 2002
Education
California Polytechnic State University-San Luis Obispo
Seattle Alternative Investment Association November 2009 - January 2013
BNP Paribas 2008 - 2011
Banc of America Securities March 2005 - October 2008
Independent Consultant February 2002 - January 2005
Better World Campaign / UN Foundation January 2000 - January 2002
Education
California Polytechnic State University-San Luis Obispo
Steve Sterling's Banc of America Securities Experience June 1985 - April 2000
Job Managing Director at BlackRock
Industry Venture Capital & Private Equity
Experience
BlackRock April 2010 - Present
The Carlyle Group January 2008 - July 2010
Bear Stearns June 2006 - December 2008
Lehman Brothers April 2000 - January 2005
Banc of America Securities June 1985 - April 2000
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Business Finance
California State University-Sacramento 1981 — 1985
BS, Finance and Economics
BlackRock April 2010 - Present
The Carlyle Group January 2008 - July 2010
Bear Stearns June 2006 - December 2008
Lehman Brothers April 2000 - January 2005
Banc of America Securities June 1985 - April 2000
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Business Finance
California State University-Sacramento 1981 — 1985
BS, Finance and Economics
Sara Orlando's Banc of America Securities Experience February 2005 - July 2006
Job Operational Risk Specialist at Banc of America Securities
Industry Investment Banking
Experience
Bank of America February 2005 - Present
Banc of America Securities February 2005 - July 2006
Education
San Francisco State University 1997 — 2000
B.A., Music
Brigham Young University 1989 — 1994
B.A., Theater
Bank of America February 2005 - Present
Banc of America Securities February 2005 - July 2006
Education
San Francisco State University 1997 — 2000
B.A., Music
Brigham Young University 1989 — 1994
B.A., Theater
Trisha Weiss's Banc of America Securities Experience May 2003 - July 2004
Job Director, Legal Recruiting at Shearman and Sterling
Industry Law Practice
Experience
Shearman and Sterling August 2004 - Present
Banc of America Securities May 2003 - July 2004
Ogilvy & Mather October 2000 - May 2003
Education
Boston College 1995 — 1999
Shearman and Sterling August 2004 - Present
Banc of America Securities May 2003 - July 2004
Ogilvy & Mather October 2000 - May 2003
Education
Boston College 1995 — 1999
Kevin Sharkey's Banc of America Securities Experience April 1998 - October 2004
Job
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Credit Suisse February 2012 - February 2014
Citco August 2007 - January 2012
Bear Stearns Asset Management April 2006 - August 2007
BlueMountain Capital Management October 2004 - April 2006
Banc of America Securities April 1998 - October 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Alternative Investments, Swaps, Options, Bonds, Credit Derivatives, MBS, Financial Accounting, Securities, Mutual Funds, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1994
MBA, Accounting
Tufts University 1989 — 1993
BA, Economics
Morgan Stanley February 2015 - Present
Credit Suisse February 2012 - February 2014
Citco August 2007 - January 2012
Bear Stearns Asset Management April 2006 - August 2007
BlueMountain Capital Management October 2004 - April 2006
Banc of America Securities April 1998 - October 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Alternative Investments, Swaps, Options, Bonds, Credit Derivatives, MBS, Financial Accounting, Securities, Mutual Funds, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1994
MBA, Accounting
Tufts University 1989 — 1993
BA, Economics
Sharon A. Vonwiller's Banc of America Securities Experience February 1992 - September 2005
Job Retired
Industry Banking
Experience
BB&T Capital Markets April 2005 - December 2014
Banc of America Securities February 1992 - September 2005
Skills
Marketing, Corporate Finance, Series 63, Options, Equity Derivatives, Structured Products, Microsoft Office, Analysis, Credit Derivatives, Equities, Valuation, Fixed Income, Trading, Asset Management, Securities, Financial Modeling, Series 7, Bloomberg, Capital Markets, Derivatives, Microsoft Word, Investments, Investment Banking, Process Improvement, Risk Management, Market Risk, Equity Research, Bonds, Strategic Planning, Equity Trading, Negotiation, Hedge Funds, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service
Education
Central Piedmont Community College
International Business, Business Administration
Queens College
Trading and Wall Street Fundamentals
Winthrop University
Business Administration & International Business
BB&T Capital Markets April 2005 - December 2014
Banc of America Securities February 1992 - September 2005
Skills
Marketing, Corporate Finance, Series 63, Options, Equity Derivatives, Structured Products, Microsoft Office, Analysis, Credit Derivatives, Equities, Valuation, Fixed Income, Trading, Asset Management, Securities, Financial Modeling, Series 7, Bloomberg, Capital Markets, Derivatives, Microsoft Word, Investments, Investment Banking, Process Improvement, Risk Management, Market Risk, Equity Research, Bonds, Strategic Planning, Equity Trading, Negotiation, Hedge Funds, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service
Education
Central Piedmont Community College
International Business, Business Administration
Queens College
Trading and Wall Street Fundamentals
Winthrop University
Business Administration & International Business
Stephen Cash's Banc of America Securities Experience May 2007 - March 2009
Job Founding Partner at Seven Eight Capital LLC
Industry Financial Services
Experience
Seven Eight Capital LLC January 2013 - Present
IV Capital December 2009 - January 2013
Banc of America Securities May 2007 - March 2009
WorldQuant / Millennium Partners 2009 - 2009
Lehman Brothers January 2006 - May 2007
Skills
Proprietary Trading, Quant, Equity Trading, Electronic Trading, Trading Systems, High Frequency Trading, Statistical Arbitrage, Portfolio Management, Quantitative Investing, Trading Strategies, Equity Derivatives, Quantitative Finance, Equities
Education
Carnegie Mellon University 2004 — 2005
MS, Computational Finance
Fordham University 2000 — 2004
Bachelor of Science (BSc), Finance and Math
Seven Eight Capital LLC January 2013 - Present
IV Capital December 2009 - January 2013
Banc of America Securities May 2007 - March 2009
WorldQuant / Millennium Partners 2009 - 2009
Lehman Brothers January 2006 - May 2007
Skills
Proprietary Trading, Quant, Equity Trading, Electronic Trading, Trading Systems, High Frequency Trading, Statistical Arbitrage, Portfolio Management, Quantitative Investing, Trading Strategies, Equity Derivatives, Quantitative Finance, Equities
Education
Carnegie Mellon University 2004 — 2005
MS, Computational Finance
Fordham University 2000 — 2004
Bachelor of Science (BSc), Finance and Math
Genny Konz's Banc of America Securities Experience July 1999 - June 2002
Job Vice President of FP&A and Investor Relations at Groupon
Industry Internet
Experience
Groupon October 2013 - Present
Groupon March 2012 - October 2013
Aon October 2010 - March 2012
Hewitt Associates November 2007 - October 2010
Hewitt Associates November 2005 - November 2007
Hewitt Associates October 2002 - November 2005
Banc of America Securities July 1999 - June 2002
Education
Bucknell University 1995 — 1999
BA, Accounting
Groupon October 2013 - Present
Groupon March 2012 - October 2013
Aon October 2010 - March 2012
Hewitt Associates November 2007 - October 2010
Hewitt Associates November 2005 - November 2007
Hewitt Associates October 2002 - November 2005
Banc of America Securities July 1999 - June 2002
Education
Bucknell University 1995 — 1999
BA, Accounting
Yuriy Nevmyvaka's Banc of America Securities Experience May 2007 - May 2009
Job Portfolio Manager at SAC Capital
Industry Investment Management
Experience
SAC Capital May 2009 - Present
Banc of America Securities May 2007 - May 2009
Lehman Brothers June 2004 - May 2007
Education
Carnegie Mellon University 2001 — 2005
Ph.D., Finance, Computer Science
Middlebury College 1997 — 2001
BA, Economics, Computer Science
SAC Capital May 2009 - Present
Banc of America Securities May 2007 - May 2009
Lehman Brothers June 2004 - May 2007
Education
Carnegie Mellon University 2001 — 2005
Ph.D., Finance, Computer Science
Middlebury College 1997 — 2001
BA, Economics, Computer Science
Martin Essenburg's Banc of America Securities Experience 1994 - 2001
Job Adjunct Professor at DePaul University
Industry Banking
Experience
DePaul University Kellstadt Graduate School of Business September 2010 - Present
Runnymede International Advisors 2009 - Present
Baltic Management Institute (BMI) March 2013 - June 2014
ISM University of Management and Economics November 2012 - March 2014
Standard Chartered Bank 2002 - 2008
Banc of America Securities 1994 - 2001
Continental Bank 1983 - 1994
Skills
Capital Markets, Corporate Finance, Investment Banking, Structured Finance, Financial Modeling, Trading, Derivatives, Fixed Income, Portfolio Management, Emerging Markets, Corporate Governance, Banking, Finance, Valuation, Financial Services, Credit Risk, Mergers & Acquisitions, Investments, Financial Structuring, Securities, Strategy, Private Equity, Equities, Financial Markets, Due Diligence, Financial Analysis, Hedge Funds, Asset Management, Venture Capital, Financial Risk, Restructuring, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Calvin College 1977 — 1981
BA, Economics
DePaul University Kellstadt Graduate School of Business September 2010 - Present
Runnymede International Advisors 2009 - Present
Baltic Management Institute (BMI) March 2013 - June 2014
ISM University of Management and Economics November 2012 - March 2014
Standard Chartered Bank 2002 - 2008
Banc of America Securities 1994 - 2001
Continental Bank 1983 - 1994
Skills
Capital Markets, Corporate Finance, Investment Banking, Structured Finance, Financial Modeling, Trading, Derivatives, Fixed Income, Portfolio Management, Emerging Markets, Corporate Governance, Banking, Finance, Valuation, Financial Services, Credit Risk, Mergers & Acquisitions, Investments, Financial Structuring, Securities, Strategy, Private Equity, Equities, Financial Markets, Due Diligence, Financial Analysis, Hedge Funds, Asset Management, Venture Capital, Financial Risk, Restructuring, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Calvin College 1977 — 1981
BA, Economics
Laura Conlon's Banc of America Securities Experience January 2000 - June 2000
Job Recruiting Specialist at Kimco Staffing
Industry Human Resources
Experience
Kimco Staffing / Mediquest February 2011 - August 2012
LeapFrog June 2010 - November 2010
Bayside Solutions, Inc February 2010 - April 2010
Hispanic Scholarship Fund March 2005 - August 2008
Self Employed February 2002 - February 2005
BoostWorks, Inc April 2001 - December 2001
Scient Corporation June 2000 - April 2001
Banc of America Securities January 2000 - June 2000
Aerotek, Inc/Tek Systems August 1996 - December 1999
Price Waterhouse Coopers, LLP June 1994 - August 1996
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
B.S., Agricultural Business
Miramonte High School
Kimco Staffing / Mediquest February 2011 - August 2012
LeapFrog June 2010 - November 2010
Bayside Solutions, Inc February 2010 - April 2010
Hispanic Scholarship Fund March 2005 - August 2008
Self Employed February 2002 - February 2005
BoostWorks, Inc April 2001 - December 2001
Scient Corporation June 2000 - April 2001
Banc of America Securities January 2000 - June 2000
Aerotek, Inc/Tek Systems August 1996 - December 1999
Price Waterhouse Coopers, LLP June 1994 - August 1996
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
B.S., Agricultural Business
Miramonte High School
Aaron Telch's Banc of America Securities Experience June 2007 - January 2008
Job Director, Research & Strategy at FactoryMade Ventures, LLC
Industry Financial Services
Experience
FactoryMade Ventures, LLC October 2014 - Present
The Wharton School August 2012 - May 2014
Google 2013 - 2013
MTV Networks August 2010 - June 2012
Morgan Stanley January 2008 - August 2010
Banc of America Securities June 2007 - January 2008
Skills
Capital Markets, Investment Banking, Fixed Income, Business Development, Financial Analysis, Social Media, Business Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), with Honors
Brown University 2003 — 2007
BA, Economics, magna cum laude
FactoryMade Ventures, LLC October 2014 - Present
The Wharton School August 2012 - May 2014
Google 2013 - 2013
MTV Networks August 2010 - June 2012
Morgan Stanley January 2008 - August 2010
Banc of America Securities June 2007 - January 2008
Skills
Capital Markets, Investment Banking, Fixed Income, Business Development, Financial Analysis, Social Media, Business Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), with Honors
Brown University 2003 — 2007
BA, Economics, magna cum laude
Kurt Kruger's Banc of America Securities Experience 2000 - 2003
Job Independent Medical Devices Professional
Industry
Experience
Navigant February 2013 - Present
Kruger Capital 2009 - 2010
Montgomery Securities January 1996 - February 2003
Banc of America Securities 2000 - 2003
Hambrecht & Quist 1987 - 1996
Skills
Private Equity, Equity Research, Hedge Funds, Venture Capital, Equities, Valuation, Investment Banking, IPO, Investments, Capital Markets, Business Valuation, Start-ups, Alternative Investments, Entrepreneurship, Due Diligence, Mergers & Acquisitions, Corporate Development, M&A experience, Emerging Markets, Financial Modeling, Investor Relations
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1982
MS, Finance and Management of Innovation
The University of Michigan 1977 — 1979
MS, Bioengineering
Brown University 1973 — 1977
Sc.B., Biomedical Engineering
Navigant February 2013 - Present
Kruger Capital 2009 - 2010
Montgomery Securities January 1996 - February 2003
Banc of America Securities 2000 - 2003
Hambrecht & Quist 1987 - 1996
Skills
Private Equity, Equity Research, Hedge Funds, Venture Capital, Equities, Valuation, Investment Banking, IPO, Investments, Capital Markets, Business Valuation, Start-ups, Alternative Investments, Entrepreneurship, Due Diligence, Mergers & Acquisitions, Corporate Development, M&A experience, Emerging Markets, Financial Modeling, Investor Relations
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1982
MS, Finance and Management of Innovation
The University of Michigan 1977 — 1979
MS, Bioengineering
Brown University 1973 — 1977
Sc.B., Biomedical Engineering
Trisha Weiss's Banc of America Securities Experience May 2003 - July 2004
Job Director, Legal Recruiting at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP August 2004 - Present
Banc of America Securities May 2003 - July 2004
Ogilvy & Mather October 2000 - May 2003
Education
Boston College 1995 — 1999
BA, English
The Lawrenceville School
Shearman & Sterling LLP August 2004 - Present
Banc of America Securities May 2003 - July 2004
Ogilvy & Mather October 2000 - May 2003
Education
Boston College 1995 — 1999
BA, English
The Lawrenceville School
Chris Verrillo's Banc of America Securities Experience July 2009 - July 2011
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch October 2010 - October 2011
Banc of America Securities July 2009 - July 2011
Skills
Financial Modeling
Education
Georgetown University 2005 — 2009
BS, Mathematics, Economics
Choate Rosemary Hall 2003 — 2005
Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch October 2010 - October 2011
Banc of America Securities July 2009 - July 2011
Skills
Financial Modeling
Education
Georgetown University 2005 — 2009
BS, Mathematics, Economics
Choate Rosemary Hall 2003 — 2005
Benjamin Kay's Banc of America Securities Experience July 2002 - July 2003
Job Financial Macroeconomist
Industry Financial Services
Experience
US Treasury at Office of Financial Research (OFR) April 2012 - Present
UC San Diego August 2006 - April 2012
UC San Diego August 2006 - March 2012
Freelance 2001 - 2010
Morgan Stanley Dean Witter August 2003 - July 2006
Banc of America Securities July 2002 - July 2003
Mediacom July 2001 - May 2002
Neuberger Berman June 2000 - August 2000
Towers Watson June 1997 - August 1999
Skills
Economics, Econometrics, Macroeconomics, Financial Economics, Microeconomics, Statistics, Quantitative Analytics, Matlab, Python, Microsoft Excel, Stata, Linux, Risk Management, R, Time Series Analysis, Mathematica, Quantitative Finance, Fixed Income, Analysis, Statistical Modeling, Computational Economics, Housing Finance, MySQL, Systemic Risk and..., Market Microstructure
Education
University of California, San Diego 2010 — 2011
Ph.D.
University of California, San Diego 2008 — 2009
C.Phil
University of California, San Diego 2006 — 2008
M.A.
Carnegie Mellon University 1998 — 2002
B.S.
Stuyvesant High School
US Treasury at Office of Financial Research (OFR) April 2012 - Present
UC San Diego August 2006 - April 2012
UC San Diego August 2006 - March 2012
Freelance 2001 - 2010
Morgan Stanley Dean Witter August 2003 - July 2006
Banc of America Securities July 2002 - July 2003
Mediacom July 2001 - May 2002
Neuberger Berman June 2000 - August 2000
Towers Watson June 1997 - August 1999
Skills
Economics, Econometrics, Macroeconomics, Financial Economics, Microeconomics, Statistics, Quantitative Analytics, Matlab, Python, Microsoft Excel, Stata, Linux, Risk Management, R, Time Series Analysis, Mathematica, Quantitative Finance, Fixed Income, Analysis, Statistical Modeling, Computational Economics, Housing Finance, MySQL, Systemic Risk and..., Market Microstructure
Education
University of California, San Diego 2010 — 2011
Ph.D.
University of California, San Diego 2008 — 2009
C.Phil
University of California, San Diego 2006 — 2008
M.A.
Carnegie Mellon University 1998 — 2002
B.S.
Stuyvesant High School
Beth Halligan's Banc of America Securities Experience September 1991 - July 2010
Job Independent Banking Professional
Industry Banking
Experience
Tenebrae LLC Managing DirectorBank of America Merrill LynchApril 2004 - July 2010
Banc of America Securities September 1991 - July 2010
FleetBoston 2002 - 2004
BankBoston 1991 - 2002
Bank of New York August 1984 - August 1991
Skills
Middle Market, Capital Markets, Credit Analysis, Valuation, Commercial Banking, Investment Banking, Portfolio Management, Commercial Lending, Management, Financial Structuring
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Bowdoin College 1980 — 1984
BA, History & Economics
Duxbury High School 1976 — 1980
Tenebrae LLC Managing DirectorBank of America Merrill LynchApril 2004 - July 2010
Banc of America Securities September 1991 - July 2010
FleetBoston 2002 - 2004
BankBoston 1991 - 2002
Bank of New York August 1984 - August 1991
Skills
Middle Market, Capital Markets, Credit Analysis, Valuation, Commercial Banking, Investment Banking, Portfolio Management, Commercial Lending, Management, Financial Structuring
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Bowdoin College 1980 — 1984
BA, History & Economics
Duxbury High School 1976 — 1980
Rachael Hsu's Banc of America Securities Experience 2003 - 2005
Job
Industry Financial Services
Experience
Temujin Fund Management 2005 - 2010
Banc of America Securities 2003 - 2005
Goldman Sachs 1997 - 2002
Education
Carnegie Mellon University 1994 — 1997
BS, Computer Science
Temujin Fund Management 2005 - 2010
Banc of America Securities 2003 - 2005
Goldman Sachs 1997 - 2002
Education
Carnegie Mellon University 1994 — 1997
BS, Computer Science
Collin Andrew's Banc of America Securities Experience June 2006 - June 2009
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Banc of America Securities June 2006 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Capital IQ, Bloomberg, Factset, Financial Modeling, Series 7, Series 63, Capital Markets, Investment Banking, Credit Analysis, Risk Management
Education
Boston College - Carroll School of Management 2002 — 2006
BS, Finance
J.P. Morgan February 2014 - Present
J.P. Morgan December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Banc of America Securities June 2006 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Capital IQ, Bloomberg, Factset, Financial Modeling, Series 7, Series 63, Capital Markets, Investment Banking, Credit Analysis, Risk Management
Education
Boston College - Carroll School of Management 2002 — 2006
BS, Finance
Samir Hussein's Banc of America Securities Experience 2001 - 2005
Job Head of Technology and Media Investment Banking
Industry Investment Banking
Experience
Cantor Fitzgerald 2014 - Present
JMP Securities 2011 - 2014
Deutsche Bank 2005 - 2011
Banc of America Securities 2001 - 2005
Morgan Stanley 1999 - 2001
Salomon Brothers 1996 - 1999
Shearman & Sterling LLP 1994 - 1996
Skills
Investment Banking, Private Placements, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Equity Research, Valuation, IPO, Alternative Investments, Securities
Education
New York University School of Law
Doctor of Law (J.D.), Law
Boston University
Bachelor of Science (Finance) and Bachelor of Arts (Psychology)
Cantor Fitzgerald 2014 - Present
JMP Securities 2011 - 2014
Deutsche Bank 2005 - 2011
Banc of America Securities 2001 - 2005
Morgan Stanley 1999 - 2001
Salomon Brothers 1996 - 1999
Shearman & Sterling LLP 1994 - 1996
Skills
Investment Banking, Private Placements, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Equity Research, Valuation, IPO, Alternative Investments, Securities
Education
New York University School of Law
Doctor of Law (J.D.), Law
Boston University
Bachelor of Science (Finance) and Bachelor of Arts (Psychology)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS