Banc of America Securities
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, New York, United States Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
Banc of America Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Banc of America Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Banc of America Securities Employees
Employee
Years
Job
Industry
Joshua Waltzer Joshua Waltzer's Banc of America Securities Experience August 2001 - March 2004
Job Dwell Real Estate Advisors
Industry Real Estate
Experience
Dwell Real Estate Advisors August 2014 - Present
Bank of America Merrill Lynch August 2006 - May 2014
Sovereign Investment Company April 2004 - August 2006
Banc of America Securities August 2001 - March 2004
Newmark & Co. Real Estate July 1995 - April 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, finance, real estate
Stanford University 1991 — 1995
AB, History
Dwell Real Estate Advisors August 2014 - Present
Bank of America Merrill Lynch August 2006 - May 2014
Sovereign Investment Company April 2004 - August 2006
Banc of America Securities August 2001 - March 2004
Newmark & Co. Real Estate July 1995 - April 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, finance, real estate
Stanford University 1991 — 1995
AB, History
Dudley Mendenhall Dudley Mendenhall's Banc of America Securities Experience January 1990 - March 2001
Job Lead Independent Director (NASDAQ:FOXF) at Fox Factory Holding Corp.
Industry Information Services
Experience
Clique Intelligence, Inc. February 2013 - Present
Fox Factory Holding Corp. (NASDAQ:FOXF) January 2012 - Present
Hewlett-Packard Company January 2011 - July 2012
Solera Holdings (SLH) March 2009 - August 2010
Websense Inc.(WBSN) August 2007 - March 2009
K2 Inc. January 2003 - August 2007
Ernst & Young April 2001 - December 2002
Banc of America Securities January 1990 - March 2001
Skills
Mergers, Financial Modeling, Strategic Planning, Corporate Finance, Investor Relations, Due Diligence, SOX, Financial Planning, Business Strategy, Sarbanes-Oxley Act, Mergers & Acquisitions, Finance, Strategic Financial..., Banking, Management, Managerial Finance, Investment Banking, Restructuring, Financial Analysis, Leadership, Executive Management, Start-ups, Corporate Development, Venture Capital, Financial Reporting, Cash Flow, Private Equity, Investments, Cash Management, Acquisition Integration, Forecasting, Accounting, Valuation
Education
Colorado College 1972 — 1976
BA, Economics
Clique Intelligence, Inc. February 2013 - Present
Fox Factory Holding Corp. (NASDAQ:FOXF) January 2012 - Present
Hewlett-Packard Company January 2011 - July 2012
Solera Holdings (SLH) March 2009 - August 2010
Websense Inc.(WBSN) August 2007 - March 2009
K2 Inc. January 2003 - August 2007
Ernst & Young April 2001 - December 2002
Banc of America Securities January 1990 - March 2001
Skills
Mergers, Financial Modeling, Strategic Planning, Corporate Finance, Investor Relations, Due Diligence, SOX, Financial Planning, Business Strategy, Sarbanes-Oxley Act, Mergers & Acquisitions, Finance, Strategic Financial..., Banking, Management, Managerial Finance, Investment Banking, Restructuring, Financial Analysis, Leadership, Executive Management, Start-ups, Corporate Development, Venture Capital, Financial Reporting, Cash Flow, Private Equity, Investments, Cash Management, Acquisition Integration, Forecasting, Accounting, Valuation
Education
Colorado College 1972 — 1976
BA, Economics
Max Gokhman Max Gokhman's Banc of America Securities Experience May 2005 - July 2005
Job Director of Asset Allocation at Pacific Life
Industry Investment Management
Experience
PLFA April 2014 - Present
Mellon Capital Management March 2011 - April 2014
Coefficient Global October 2006 - March 2011
Wedbush Morgan Securities June 2006 - September 2006
oDesk December 2005 - April 2006
Banc of America Securities May 2005 - July 2005
Skills
Hedge Funds, Portfolio Management, Derivatives, Trading, Fixed Income, Investments, Asset Allocation, Global Macro, Investment Banking, Mutual Funds, Bloomberg, Securities, Financial Modeling, Alternative Investments, Investment Management, Quantitative Finance, Trading Strategies, Equity Trading, Asset Management, Investor Relations, Global Asset Allocation, Matlab, Behavioral Finance, Institutional..., Portfolio Optimization, ETFs, Equity Research, Investment Strategies, Due Diligence, Currency, Hedging, Emerging Markets, FX, Forwards, Futures, Bonds, CDS, Credit Derivatives, VBA, SQL, Datastream, Access, Modeling, Equity Derivatives, Quantitative Analytics, Financial Markets
Education
Claremont McKenna College 2002 — 2006
BA
PLFA April 2014 - Present
Mellon Capital Management March 2011 - April 2014
Coefficient Global October 2006 - March 2011
Wedbush Morgan Securities June 2006 - September 2006
oDesk December 2005 - April 2006
Banc of America Securities May 2005 - July 2005
Skills
Hedge Funds, Portfolio Management, Derivatives, Trading, Fixed Income, Investments, Asset Allocation, Global Macro, Investment Banking, Mutual Funds, Bloomberg, Securities, Financial Modeling, Alternative Investments, Investment Management, Quantitative Finance, Trading Strategies, Equity Trading, Asset Management, Investor Relations, Global Asset Allocation, Matlab, Behavioral Finance, Institutional..., Portfolio Optimization, ETFs, Equity Research, Investment Strategies, Due Diligence, Currency, Hedging, Emerging Markets, FX, Forwards, Futures, Bonds, CDS, Credit Derivatives, VBA, SQL, Datastream, Access, Modeling, Equity Derivatives, Quantitative Analytics, Financial Markets
Education
Claremont McKenna College 2002 — 2006
BA
Theodore Summe Theodore Summe's Banc of America Securities Experience June 2005 - August 2005
Job Founder, CEO at Discoverly
Industry Information Technology and Services
Experience
Discoverly May 2012 - Present
salesforce.com January 2010 - April 2012
salesforce.com September 2007 - December 2009
Wokai March 2009 - August 2009
Morgan Stanley July 2006 - August 2007
Banc of America Securities June 2005 - August 2005
Skills
Enterprise Software, Product Management, SaaS, Start-ups, Entrepreneurship, Corporate Development, Cloud Computing, Strategic Partnerships, Go-to-market Strategy, Analytics, Strategy, Mobile Applications, Product Marketing
Education
Columbia University in the City of New York
BS, Industrial Engineering
Discoverly May 2012 - Present
salesforce.com January 2010 - April 2012
salesforce.com September 2007 - December 2009
Wokai March 2009 - August 2009
Morgan Stanley July 2006 - August 2007
Banc of America Securities June 2005 - August 2005
Skills
Enterprise Software, Product Management, SaaS, Start-ups, Entrepreneurship, Corporate Development, Cloud Computing, Strategic Partnerships, Go-to-market Strategy, Analytics, Strategy, Mobile Applications, Product Marketing
Education
Columbia University in the City of New York
BS, Industrial Engineering
Ethan Rudin Ethan Rudin's Banc of America Securities Experience August 2002 - March 2004
Job CFO, Head of Global Label Relations & Business Development at Rhapsody International / Napster
Industry Music
Experience
Rhapsody International / Napster August 2013 - Present
Starbucks Coffee Company January 2010 - August 2013
Citi March 2006 - February 2009
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
KPMG August 1996 - May 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Tufts University 1992 — 1996
BA
Rhapsody International / Napster August 2013 - Present
Starbucks Coffee Company January 2010 - August 2013
Citi March 2006 - February 2009
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
KPMG August 1996 - May 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Tufts University 1992 — 1996
BA
Nick Rudd Nick Rudd's Banc of America Securities Experience July 2005 - July 2009
Job Entrepreneur & Co Founder of Pace
Industry Financial Services
Experience
Pace Tech June 2015 - Present
Eniac Ventures February 2015 - May 2015
InSITE September 2014 - May 2015
TD Ameritrade April 2011 - August 2014
Omaha Nighthawks April 2011 - April 2012
United Football League 2009 - 2011
Banc of America Securities July 2005 - July 2009
Skills
Alternative Investments, Business Strategy, Contract Negotiation, Due Diligence, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Leadership, Marketing, Marketing Strategy, Social Media, Sponsorship, Sports Marketing, Strategic Partnerships, Strategic Planning, Strategy, Series 7, CRM, Financial Analysis, New Business Development, Valuation
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Digital Economy & Technology
Columbia University in the City of New York 2001 — 2005
BA, History
Pace Tech June 2015 - Present
Eniac Ventures February 2015 - May 2015
InSITE September 2014 - May 2015
TD Ameritrade April 2011 - August 2014
Omaha Nighthawks April 2011 - April 2012
United Football League 2009 - 2011
Banc of America Securities July 2005 - July 2009
Skills
Alternative Investments, Business Strategy, Contract Negotiation, Due Diligence, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Leadership, Marketing, Marketing Strategy, Social Media, Sponsorship, Sports Marketing, Strategic Partnerships, Strategic Planning, Strategy, Series 7, CRM, Financial Analysis, New Business Development, Valuation
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Digital Economy & Technology
Columbia University in the City of New York 2001 — 2005
BA, History
Katie Griff Katie Griff's Banc of America Securities Experience June 2006 - August 2006
Job Marketing at Madewell at J.Crew
Industry Apparel & Fashion
Experience
Madewell February 2015 - Present
Gilt Groupe June 2014 - February 2015
Moda Operandi, Inc January 2014 - April 2014
LVMH May 2013 - November 2013
Calypso St. Barth January 2013 - May 2013
The Blackstone Group January 2011 - June 2012
The Blackstone Group July 2007 - January 2011
Banc of America Securities June 2006 - August 2006
Skills
Strategy, Business Strategy, Investments, Marketing, Equities, Hedge Funds, Brand Management, Digital Marketing, Corporate Finance, Marketing Strategy, Strategic Partnerships, Fashion, Retail, Social Media, Equity Research, Due Diligence, Market Research, Portfolio Management, Microsoft Office, Competitive Analysis, Asset Management, Merchandising, Finance, Cross-functional Team..., Data Analysis, Retail Branding, Brand Development, Integrated Brand..., Luxury Brand Marketing, Advertising, Strategic Alliances, Partnership Marketing, Community Partnership...
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Strategy & Marketing, Retail & Luxury Goods
Duke University 2003 — 2007
BA, English, Economics, Russian
University of Oxford 2005 — 2005
The Pingry School 1999 — 2003
The Peck School 1990 — 1999
Madewell February 2015 - Present
Gilt Groupe June 2014 - February 2015
Moda Operandi, Inc January 2014 - April 2014
LVMH May 2013 - November 2013
Calypso St. Barth January 2013 - May 2013
The Blackstone Group January 2011 - June 2012
The Blackstone Group July 2007 - January 2011
Banc of America Securities June 2006 - August 2006
Skills
Strategy, Business Strategy, Investments, Marketing, Equities, Hedge Funds, Brand Management, Digital Marketing, Corporate Finance, Marketing Strategy, Strategic Partnerships, Fashion, Retail, Social Media, Equity Research, Due Diligence, Market Research, Portfolio Management, Microsoft Office, Competitive Analysis, Asset Management, Merchandising, Finance, Cross-functional Team..., Data Analysis, Retail Branding, Brand Development, Integrated Brand..., Luxury Brand Marketing, Advertising, Strategic Alliances, Partnership Marketing, Community Partnership...
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Strategy & Marketing, Retail & Luxury Goods
Duke University 2003 — 2007
BA, English, Economics, Russian
University of Oxford 2005 — 2005
The Pingry School 1999 — 2003
The Peck School 1990 — 1999
Brett Lacher Brett Lacher's Banc of America Securities Experience July 2008 - June 2010
Job
Industry Venture Capital & Private Equity
Experience
Insight Equity January 2014 - July 2015
Kanjy September 2012 - October 2013
VenturedOut May 2011 - September 2013
Court Square Capital Partners August 2010 - August 2012
Banc of America Securities July 2008 - June 2010
Bank of America Merrill Lynch 2008 - 2010
MentorTech Ventures June 2006 - May 2008
Banc of America Securities May 2007 - August 2007
Fermi National Accelerator Laboratory May 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Private Equity, Venture Capital, Valuation, Entrepreneurship, LBO, Excel, Business Strategy, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Start-ups, Strategy, Investment Banking, Leveraged Finance, Management, Corporate Development, Emerging Markets, Acquisitions, Mergers & Acquisitions, M&A experience, Strategic Consulting, Executive Management, Management Consulting, Investor Relations, Corporate Finance, Bonds, Finance, Company Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
Engineering, Systems Engineering
The Hong Kong University of Science and Technology 2006 — 2006
Engineering, Industrial Engineering
Greenhill
Insight Equity January 2014 - July 2015
Kanjy September 2012 - October 2013
VenturedOut May 2011 - September 2013
Court Square Capital Partners August 2010 - August 2012
Banc of America Securities July 2008 - June 2010
Bank of America Merrill Lynch 2008 - 2010
MentorTech Ventures June 2006 - May 2008
Banc of America Securities May 2007 - August 2007
Fermi National Accelerator Laboratory May 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Private Equity, Venture Capital, Valuation, Entrepreneurship, LBO, Excel, Business Strategy, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Start-ups, Strategy, Investment Banking, Leveraged Finance, Management, Corporate Development, Emerging Markets, Acquisitions, Mergers & Acquisitions, M&A experience, Strategic Consulting, Executive Management, Management Consulting, Investor Relations, Corporate Finance, Bonds, Finance, Company Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
Engineering, Systems Engineering
The Hong Kong University of Science and Technology 2006 — 2006
Engineering, Industrial Engineering
Greenhill
Rosamaria Pedone's Banc of America Securities Experience December 2006 - December 2007
Job HR Business Partner at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ July 2014 - Present
Natural Resource Governance Institute (formerly Revenue Watch Institute) January 2014 - July 2014
Seabury Group October 2011 - April 2013
Seabury Group January 2011 - October 2011
Baker & Hostetler LLP June 2008 - December 2010
Banc of America Securities December 2006 - December 2007
Lazard Asset Management April 2005 - December 2006
Skills
Recruiting, Employee Relations, HRIS, Talent Acquisition, Performance Management, Talent Management, Onboarding, Succession Planning, Human Resources, Employee Benefits, Deferred Compensation, Organizational..., Workforce Planning, Applicant Tracking..., Personnel Management, College Recruiting, Benefits Administration
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2001
BA/MA, Forensic Psychology
S&P Capital IQ July 2014 - Present
Natural Resource Governance Institute (formerly Revenue Watch Institute) January 2014 - July 2014
Seabury Group October 2011 - April 2013
Seabury Group January 2011 - October 2011
Baker & Hostetler LLP June 2008 - December 2010
Banc of America Securities December 2006 - December 2007
Lazard Asset Management April 2005 - December 2006
Skills
Recruiting, Employee Relations, HRIS, Talent Acquisition, Performance Management, Talent Management, Onboarding, Succession Planning, Human Resources, Employee Benefits, Deferred Compensation, Organizational..., Workforce Planning, Applicant Tracking..., Personnel Management, College Recruiting, Benefits Administration
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2001
BA/MA, Forensic Psychology
Dolores Daly, CMCC's Banc of America Securities Experience 2005 - 2009
Job Associate Director, MBA & UG Career Coach, Finance, RH Smith School of Business, UMD
Industry Higher Education
Experience
Robert H. Smith School of Business, University of Maryland June 2013 - Present
ELS Language Center at Adelphi University February 2011 - May 2013
Banc of America Securities 2005 - 2009
Credit Suisse First Boston 1998 - 2003
SBC Warburg Dillon Read 1995 - 1998
US House of Representatives 1990 - 1993
Skills
Career Counseling, Training, Financial Services, Recruiting, Research, Teaching, Public Speaking, Nonprofits, Leadership Development, New Business Development, Finance, Organizational...
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MPA, Advanced Management Techniques
Hobart and William Smith Colleges 1984 — 1988
BA, Political Science
Robert H. Smith School of Business, University of Maryland June 2013 - Present
ELS Language Center at Adelphi University February 2011 - May 2013
Banc of America Securities 2005 - 2009
Credit Suisse First Boston 1998 - 2003
SBC Warburg Dillon Read 1995 - 1998
US House of Representatives 1990 - 1993
Skills
Career Counseling, Training, Financial Services, Recruiting, Research, Teaching, Public Speaking, Nonprofits, Leadership Development, New Business Development, Finance, Organizational...
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MPA, Advanced Management Techniques
Hobart and William Smith Colleges 1984 — 1988
BA, Political Science
Abhishek Bhandari's Banc of America Securities Experience May 2006 - July 2006
Job Agency MBS Trader at BNP Paribas
Industry Banking
Experience
BNP Paribas June 2014 - Present
BNP Paribas February 2012 - June 2014
BNP Paribas July 2006 - February 2009
Banc of America Securities May 2006 - July 2006
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Trading, Financial Markets, Interest Rate..., Credit Derivatives, Equities, Investments, Hedge Funds, Corporate Finance
Education
Columbia Engineering 2005 — 2006
MS, Financial Engineering
St. Joseph's Boys High School, Bangalore
BNP Paribas June 2014 - Present
BNP Paribas February 2012 - June 2014
BNP Paribas July 2006 - February 2009
Banc of America Securities May 2006 - July 2006
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Trading, Financial Markets, Interest Rate..., Credit Derivatives, Equities, Investments, Hedge Funds, Corporate Finance
Education
Columbia Engineering 2005 — 2006
MS, Financial Engineering
St. Joseph's Boys High School, Bangalore
Christopher Bier Christopher Bier's Banc of America Securities Experience July 2007 - March 2009
Job Broker at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon July 2010 - Present
Banc of America Securities July 2007 - March 2009
Skills
Equity Derivatives, FX Options, Bloomberg, Series 7, Derivatives, Equities, Electronic Trading, Series 63, Capital Markets, Options, Hedge Funds, Trading
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics Major - Accounting Minor
Chaminade High School
Tullett Prebon July 2010 - Present
Banc of America Securities July 2007 - March 2009
Skills
Equity Derivatives, FX Options, Bloomberg, Series 7, Derivatives, Equities, Electronic Trading, Series 63, Capital Markets, Options, Hedge Funds, Trading
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics Major - Accounting Minor
Chaminade High School
Jeffrey Fong Jeffrey Fong's Banc of America Securities Experience June 2003 - March 2004
Job Board Certified Pediatric Dentist
Industry Hospital & Health Care
Experience
Private Practice July 2013 - Present
New York Presbyterian Hospital July 2011 - June 2013
UBS Investment Bank March 2004 - August 2005
Banc of America Securities June 2003 - March 2004
Skills
Clinical Research, Dentistry, Healthcare, Pediatrics, Surgery
Education
Columbia University College of Dental Medicine 2007 — 2011
DDS, Dentistry
Georgetown University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Private Practice July 2013 - Present
New York Presbyterian Hospital July 2011 - June 2013
UBS Investment Bank March 2004 - August 2005
Banc of America Securities June 2003 - March 2004
Skills
Clinical Research, Dentistry, Healthcare, Pediatrics, Surgery
Education
Columbia University College of Dental Medicine 2007 — 2011
DDS, Dentistry
Georgetown University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
J. Armand Musey, CFA J. Armand Musey, CFA's Banc of America Securities Experience 1999 - 2001
Job Telecom & Media Valuation and Financial Analysis Expert
Industry Financial Services
Experience
Summit Ridge Group, LLC July 2007 - Present
Goldin Associates, LLC March 2014 - June 2015
CoRise Co., LLC 2011 - December 2014
Near Earth LLC 2004 - 2007
Salomon Smith Barney 2001 - 2003
Banc of America Securities 1999 - 2001
C.E. Unterberg, Towbin 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
Valuation, Strategy, Business Development, Investments, Equity Research, Financial Analysis, Venture Capital, Telecommunications, Business Strategy, Corporate Development, Business Planning, Satellite Communications, Private Equity, Corporate Governance, Satellite, Strategic Partnerships, Analysis, Due Diligence, Consulting, Strategic Consulting, New Media, Spectrum, Start-ups, Securities, Broadband, Capital Raising, Corporate Finance, Divestitures, Executive Management, Litigation Support, Wireless, Leveraged Finance, Telecommunications..., Wireless Broadband, Mobile Broadband, spectrum valuation, Expert Witness Services, Media, orbital slot valuation, Restructuring, Turnaround Experience, Bankruptcy
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
Northwestern University School of Law 2009 — 2011
JD, Cum Laude, Research Honors
Columbia University in the City of New York 2007 — 2009
MA, Modern European Studies
University of Chicago 1985 — 1989
BA, Sociology with Honors
Summit Ridge Group, LLC July 2007 - Present
Goldin Associates, LLC March 2014 - June 2015
CoRise Co., LLC 2011 - December 2014
Near Earth LLC 2004 - 2007
Salomon Smith Barney 2001 - 2003
Banc of America Securities 1999 - 2001
C.E. Unterberg, Towbin 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
Valuation, Strategy, Business Development, Investments, Equity Research, Financial Analysis, Venture Capital, Telecommunications, Business Strategy, Corporate Development, Business Planning, Satellite Communications, Private Equity, Corporate Governance, Satellite, Strategic Partnerships, Analysis, Due Diligence, Consulting, Strategic Consulting, New Media, Spectrum, Start-ups, Securities, Broadband, Capital Raising, Corporate Finance, Divestitures, Executive Management, Litigation Support, Wireless, Leveraged Finance, Telecommunications..., Wireless Broadband, Mobile Broadband, spectrum valuation, Expert Witness Services, Media, orbital slot valuation, Restructuring, Turnaround Experience, Bankruptcy
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
Northwestern University School of Law 2009 — 2011
JD, Cum Laude, Research Honors
Columbia University in the City of New York 2007 — 2009
MA, Modern European Studies
University of Chicago 1985 — 1989
BA, Sociology with Honors
Edwin Reyna's Banc of America Securities Experience July 2007 - October 2008
Job Video Editor at DVideo Productions
Industry Nonprofit Organization Management
Experience
DVideo Productions October 2014 - Present
Freelance Video Editor & Web Designer April 2014 - Present
Framerunner June 2014 - August 2014
FilmAid International September 2012 - December 2013
FilmAid International October 2011 - September 2012
BNP Paribas October 2008 - August 2011
Banc of America Securities July 2007 - October 2008
Skills
Adobe Creative Suite, QuickBooks, Microsoft Office, Salesforce.com..., Avid Media Composer, Adobe Audition, Lightroom, Photoshop, InDesign, After Effects, Premiere, Spanish, Data Analysis, Final Cut Pro, HTML, CSS, PowerPoint
Education
City University of New York-Hunter College 2011 — 2013
Media Studies, Documentary and TV Production
New York University 2006 — 2010
B.A, Economics, Business Studies
DVideo Productions October 2014 - Present
Freelance Video Editor & Web Designer April 2014 - Present
Framerunner June 2014 - August 2014
FilmAid International September 2012 - December 2013
FilmAid International October 2011 - September 2012
BNP Paribas October 2008 - August 2011
Banc of America Securities July 2007 - October 2008
Skills
Adobe Creative Suite, QuickBooks, Microsoft Office, Salesforce.com..., Avid Media Composer, Adobe Audition, Lightroom, Photoshop, InDesign, After Effects, Premiere, Spanish, Data Analysis, Final Cut Pro, HTML, CSS, PowerPoint
Education
City University of New York-Hunter College 2011 — 2013
Media Studies, Documentary and TV Production
New York University 2006 — 2010
B.A, Economics, Business Studies
Felicia Zhang's Banc of America Securities Experience 2005 - 2007
Job Director, Decision Science, Nike Women at Nike
Industry Marketing and Advertising
Experience
Nike 2015 - Present
AKQA 2013 - 2015
WPP 2011 - 2014
J. Walter Thompson 2012 - 2013
Ogilvy & Mather 2011 - 2012
Columbia Business School 2010 - 2011
Cole Haan 2009 - 2010
Cole Haan 2007 - 2009
Banc of America Securities 2005 - 2007
Skills
Digital Strategy, Integrated Marketing, Strategy, E-commerce, Marketing, Digital Marketing, Multi-channel Retail, Millennials, Strategic Planning, CRM, Advertising, Social Media Marketing, Strategic Partnerships, Analytics, Customer Insight, Business Development, Brand Architecture
Education
Columbia University - Columbia Business School
MBA, Marketing & Entrepreneurship
The Chinese University of Hong Kong
Yale-in-Asia Chinese Language Program
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science
Nike 2015 - Present
AKQA 2013 - 2015
WPP 2011 - 2014
J. Walter Thompson 2012 - 2013
Ogilvy & Mather 2011 - 2012
Columbia Business School 2010 - 2011
Cole Haan 2009 - 2010
Cole Haan 2007 - 2009
Banc of America Securities 2005 - 2007
Skills
Digital Strategy, Integrated Marketing, Strategy, E-commerce, Marketing, Digital Marketing, Multi-channel Retail, Millennials, Strategic Planning, CRM, Advertising, Social Media Marketing, Strategic Partnerships, Analytics, Customer Insight, Business Development, Brand Architecture
Education
Columbia University - Columbia Business School
MBA, Marketing & Entrepreneurship
The Chinese University of Hong Kong
Yale-in-Asia Chinese Language Program
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science
Ryan Kunzi Ryan Kunzi's Banc of America Securities Experience May 2004 - May 2005
Job Assistant Vice President Natural Resources
Industry Investment Banking
Experience
Barclays Investment Bank September 2014 - Present
Jefferies LLC June 2013 - September 2014
Tricor Ten Section Hub, LLC March 2008 - December 2012
Shell May 2006 - March 2008
Lehman Brothers May 2005 - July 2006
Banc of America Securities May 2004 - May 2005
Wedbush Morgan Securities December 2003 - May 2004
Citigroup May 2001 - August 2001
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Claremont McKenna College 2000 — 2003
Economics
Colgate University 1999 — 2000
Economics
Barclays Investment Bank September 2014 - Present
Jefferies LLC June 2013 - September 2014
Tricor Ten Section Hub, LLC March 2008 - December 2012
Shell May 2006 - March 2008
Lehman Brothers May 2005 - July 2006
Banc of America Securities May 2004 - May 2005
Wedbush Morgan Securities December 2003 - May 2004
Citigroup May 2001 - August 2001
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Claremont McKenna College 2000 — 2003
Economics
Colgate University 1999 — 2000
Economics
Karl Mergenthaler, CFA Karl Mergenthaler, CFA's Banc of America Securities Experience June 1998 - November 2002
Job Executive Director at JPMorgan
Industry Financial Services
Experience
J.P. Morgan February 2007 - Present
Columbia Business School March 2013 - Present
Pace University - Lubin School of Business September 2008 - December 2013
Avatar Associates November 2003 - January 2007
Banc of America Securities June 1998 - November 2002
Arthur Andersen 1992 - 1996
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Pension Funds, Portfolio Management, Mutual Funds, Investments, ETFs, Investment Strategies, Asset Management, Fixed Income, Capital Markets, Risk Management, Emerging Markets, Equity Valuation, Financial Markets, Trading, Equity Research, Quantitative Analytics, Quantitative Finance, Options, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Economics
Staples High School
J.P. Morgan February 2007 - Present
Columbia Business School March 2013 - Present
Pace University - Lubin School of Business September 2008 - December 2013
Avatar Associates November 2003 - January 2007
Banc of America Securities June 1998 - November 2002
Arthur Andersen 1992 - 1996
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Pension Funds, Portfolio Management, Mutual Funds, Investments, ETFs, Investment Strategies, Asset Management, Fixed Income, Capital Markets, Risk Management, Emerging Markets, Equity Valuation, Financial Markets, Trading, Equity Research, Quantitative Analytics, Quantitative Finance, Options, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Economics
Staples High School
Bakari Adams Bakari Adams's Banc of America Securities Experience March 2004 - July 2005
Job Assistant Vice President, Investments
Industry Real Estate
Experience
MacFarlane Partners April 2009 - Present
MacFarlane Partners July 2007 - April 2009
Banc of America Securities March 2004 - July 2005
Banc of America Securities March 2002 - March 2004
Banc of America Securities July 2000 - March 2002
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate and Finance
Howard University 1996 — 2000
BA, International Business
Wheaton-Warrenville South High School
MacFarlane Partners April 2009 - Present
MacFarlane Partners July 2007 - April 2009
Banc of America Securities March 2004 - July 2005
Banc of America Securities March 2002 - March 2004
Banc of America Securities July 2000 - March 2002
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate and Finance
Howard University 1996 — 2000
BA, International Business
Wheaton-Warrenville South High School
Paul LaPorta's Banc of America Securities Experience April 1997 - Present
Job Sr. Tech Manager at Bank of America
Industry Banking
Experience
Bank of America 1998 - Present
Banc of America Securities April 1997 - Present
Skills
Vendor Management, Capital Markets, Integration, Disaster Recovery, Business Analysis, Banking, Cloud Computing, Asset Management, Derivatives, Business Continuity, Risk Management, Process Improvement, Change Management, Active Directory, Project Management, SharePoint, Program Management, IT Strategy, Portfolio Management, Equities, Visio, Troubleshooting, Financial Services, Trading Systems
Education
City University of New York-College of Staten Island
Bank of America 1998 - Present
Banc of America Securities April 1997 - Present
Skills
Vendor Management, Capital Markets, Integration, Disaster Recovery, Business Analysis, Banking, Cloud Computing, Asset Management, Derivatives, Business Continuity, Risk Management, Process Improvement, Change Management, Active Directory, Project Management, SharePoint, Program Management, IT Strategy, Portfolio Management, Equities, Visio, Troubleshooting, Financial Services, Trading Systems
Education
City University of New York-College of Staten Island
Lee Geiger Lee Geiger's Banc of America Securities Experience February 1997 - March 2003
Job Institutional Sales Trading at Screaming Eagle Trading
Industry Financial Services
Experience
Screaming Eagle Trading PartnerJMP SecuritiesApril 2004 - May 2007
Banc of America Securities February 1997 - March 2003
Banc of America Securities (Formerly NationsBanc Montgomery Securities; and Montgomery Securities) 1997 - 2003
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
Claremont McKenna College 1978 — 1982
BA, Economics
Screaming Eagle Trading PartnerJMP SecuritiesApril 2004 - May 2007
Banc of America Securities February 1997 - March 2003
Banc of America Securities (Formerly NationsBanc Montgomery Securities; and Montgomery Securities) 1997 - 2003
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
Claremont McKenna College 1978 — 1982
BA, Economics
Bob Austrian Bob Austrian's Banc of America Securities Experience January 1996 - April 2004
Job Portfolio Manager / Product Specialist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2011 - Present
SBIR Ventures November 2006 - December 2011
National Science Foundation January 2010 - November 2011
Larta Institute January 2009 - November 2011
Qube Learning May 2009 - March 2011
eHuman January 2007 - December 2008
Banc of America Securities January 1996 - April 2004
Montgomery Securities 1996 - 2004
Morgan Stanley 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
Start-ups, Strategy, Venture Capital, Business Strategy, SaaS, Management, Entrepreneurship, Private Equity, Product Management, Enterprise Software, Analysis, Financial Modeling, Management Consulting, Process Improvement, Leadership, Financial Analysis, Executive Management, Business Development, Equities, Consulting, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Partnerships, Corporate Development, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance, Honors
Colgate University 1981 — 1985
MA, Economics
Loomis Chaffee 1978 — 1981
Neuberger Berman December 2011 - Present
SBIR Ventures November 2006 - December 2011
National Science Foundation January 2010 - November 2011
Larta Institute January 2009 - November 2011
Qube Learning May 2009 - March 2011
eHuman January 2007 - December 2008
Banc of America Securities January 1996 - April 2004
Montgomery Securities 1996 - 2004
Morgan Stanley 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
Start-ups, Strategy, Venture Capital, Business Strategy, SaaS, Management, Entrepreneurship, Private Equity, Product Management, Enterprise Software, Analysis, Financial Modeling, Management Consulting, Process Improvement, Leadership, Financial Analysis, Executive Management, Business Development, Equities, Consulting, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Partnerships, Corporate Development, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance, Honors
Colgate University 1981 — 1985
MA, Economics
Loomis Chaffee 1978 — 1981
Jeremy Cooper Jeremy Cooper's Banc of America Securities Experience July 2000 - February 2003
Job Partner & Director of Relocation, GMST, Cooper & Cooper Real Estate
Industry Real Estate
Experience
Cooper & Cooper Real Estate February 2004 - Present
Banc of America Securities July 2000 - February 2003
KSDK-TV December 1997 - August 1998
A.G. Edwards 1997 - 1998
WJCL-TV 1996 - 1997
WWCP-TV 1995 - 1996
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Penn State University 1994 — 1996
BS, Meteorology
Northwestern University 1990 — 1994
BA, With Honors, Environmental Sciences
USDS
Cooper & Cooper Real Estate February 2004 - Present
Banc of America Securities July 2000 - February 2003
KSDK-TV December 1997 - August 1998
A.G. Edwards 1997 - 1998
WJCL-TV 1996 - 1997
WWCP-TV 1995 - 1996
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Penn State University 1994 — 1996
BS, Meteorology
Northwestern University 1990 — 1994
BA, With Honors, Environmental Sciences
USDS
Jonathan Wugalter's Banc of America Securities Experience January 2007 - 2009
Job Vice President; Technical Business Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America December 2012 - Present
Bank of America March 2009 - December 2011
Banc of America Securities January 2007 - 2009
Bank of America 2004 - 2006
Bank of America 1999 - 2004
Renaissance Worldwide Consulting, Inc. 1999 - 2000
Skills
Windows Server, MS Project, PMO, Integration, Disaster Recovery, Active Directory, Visio, SharePoint, SDLC, Derivatives, Vendor Management, Analysis, IT Management, Project Management, XP, IT Strategy, Leadership, Access, Business Analysis, Software Documentation, Troubleshooting, Management, Requirements Analysis, Fixed Income, Infrastructure, Windows XP
Education
City University of New York-Hunter College 1992 — 1995
Bank of America December 2012 - Present
Bank of America March 2009 - December 2011
Banc of America Securities January 2007 - 2009
Bank of America 2004 - 2006
Bank of America 1999 - 2004
Renaissance Worldwide Consulting, Inc. 1999 - 2000
Skills
Windows Server, MS Project, PMO, Integration, Disaster Recovery, Active Directory, Visio, SharePoint, SDLC, Derivatives, Vendor Management, Analysis, IT Management, Project Management, XP, IT Strategy, Leadership, Access, Business Analysis, Software Documentation, Troubleshooting, Management, Requirements Analysis, Fixed Income, Infrastructure, Windows XP
Education
City University of New York-Hunter College 1992 — 1995
Joseph Leung Joseph Leung's Banc of America Securities Experience June 2006 - September 2008
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch August 2011 - May 2013
Bank of America Merrill Lynch September 2008 - August 2011
Banc of America Securities June 2006 - September 2008
KBC Financial Products June 2005 - December 2005
Skills
Equities, Electronic Trading, Portfolio Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2003 — 2006
Bachelor, Computer Engineering
Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch August 2011 - May 2013
Bank of America Merrill Lynch September 2008 - August 2011
Banc of America Securities June 2006 - September 2008
KBC Financial Products June 2005 - December 2005
Skills
Equities, Electronic Trading, Portfolio Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2003 — 2006
Bachelor, Computer Engineering
Hugh Boston Hugh Boston's Banc of America Securities Experience 2006 - 2007
Job Vice President, Corporate Finance and Corporate Development at IPG
Industry Marketing and Advertising
Experience
Interpublic Group April 2014 - Present
Interpublic Group February 2010 - April 2014
Global China Holdings July 2009 - February 2010
UBS Investment Bank July 2007 - December 2008
Banc of America Securities 2006 - 2007
J.P. Morgan Securities, Inc. July 2002 - May 2006
Bradley Arant Rose & White LLP September 1995 - June 2000
Skills
Corporate Development, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, M&A experience, Financial Analysis, Financial Modeling, Equities, Business Strategy, Strategic Partnerships, Mergers, Emerging Markets, Treasury Management
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Columbia Law School 1992 — 1995
JD, Law
University of Alabama
BA, Economics
Interpublic Group April 2014 - Present
Interpublic Group February 2010 - April 2014
Global China Holdings July 2009 - February 2010
UBS Investment Bank July 2007 - December 2008
Banc of America Securities 2006 - 2007
J.P. Morgan Securities, Inc. July 2002 - May 2006
Bradley Arant Rose & White LLP September 1995 - June 2000
Skills
Corporate Development, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, M&A experience, Financial Analysis, Financial Modeling, Equities, Business Strategy, Strategic Partnerships, Mergers, Emerging Markets, Treasury Management
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Columbia Law School 1992 — 1995
JD, Law
University of Alabama
BA, Economics
Angelo E. Brizi's Banc of America Securities Experience 2004 - 2005
Job Head of Structured Credit Products at Intesa Sanpaolo Spa
Industry Capital Markets
Experience
Intesa Sanpaolo Spa 2005 - Present
Banc of America Securities 2004 - 2005
Banca Intesa 1999 - 2004
Skills
ABS, Structured Finance, Structured Products, Credit Derivatives, Securitization, CDO, CDS
Education
Columbia University 2002 — 2004
Master Mathematics of Finance, Mathemathics, Finance
Universita' Bocconi 1993 — 1998
Laurea Economia Mercati Finanziari, Finance, Economics
New York University 1996 — 1997
Exchange Student, Finance
Intesa Sanpaolo Spa 2005 - Present
Banc of America Securities 2004 - 2005
Banca Intesa 1999 - 2004
Skills
ABS, Structured Finance, Structured Products, Credit Derivatives, Securitization, CDO, CDS
Education
Columbia University 2002 — 2004
Master Mathematics of Finance, Mathemathics, Finance
Universita' Bocconi 1993 — 1998
Laurea Economia Mercati Finanziari, Finance, Economics
New York University 1996 — 1997
Exchange Student, Finance
Kevin Johns Kevin Johns's Banc of America Securities Experience June 2006 - January 2010
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2014 - Present
Citi January 2013 - June 2014
Citi June 2011 - January 2013
Bank of America Merrill Lynch January 2010 - June 2011
Banc of America Securities June 2006 - January 2010
Banc of America Securities March 2004 - June 2006
Skills
Leveraged Finance, Finance, Fixed Income, Capital Markets, Investment Banking, Banking, Financial Modeling, Valuation, Credit Risk, Credit, Corporate Finance, Due Diligence, Mergers, Investments
Education
Colgate University 1997 — 2001
Bachelor of Arts (B.A.), Economics
RBC Capital Markets June 2014 - Present
Citi January 2013 - June 2014
Citi June 2011 - January 2013
Bank of America Merrill Lynch January 2010 - June 2011
Banc of America Securities June 2006 - January 2010
Banc of America Securities March 2004 - June 2006
Skills
Leveraged Finance, Finance, Fixed Income, Capital Markets, Investment Banking, Banking, Financial Modeling, Valuation, Credit Risk, Credit, Corporate Finance, Due Diligence, Mergers, Investments
Education
Colgate University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Thomas J. McGahren Thomas J. McGahren's Banc of America Securities Experience April 2001 - April 2002
Job Senior Managing Director, Investment Banking, Griffin Securities, Inc.
Industry Investment Banking
Experience
Griffin Securities, Inc. 2010 - Present
Agilis Biotherapeutics LLC January 2014 - Present
Chenango Capital 2010 - 2013
Merrill Lynch April 2002 - 2009
Banc of America Securities April 2001 - April 2002
Kaye Scholer LLP September 1992 - March 2001
Skills
Investment Banking, Venture Capital, Strategic Advisory, Equity Research, Biopharmaceuticals, Biotechnology, Mergers, Valuation, Business Analysis, Intellectual Property, Due Diligence, Lifesciences, Licensing, Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Pharmaceutical Industry, Patents, Investments, Start-ups, Life Sciences, Equities, Analysis, Financial Services
Education
The University of Texas School of Law
JD
University of Virginia School of Medicine
MD
Colgate University
BA, Political Science, Magna Cum Laude, Phi Beta Kappa
Griffin Securities, Inc. 2010 - Present
Agilis Biotherapeutics LLC January 2014 - Present
Chenango Capital 2010 - 2013
Merrill Lynch April 2002 - 2009
Banc of America Securities April 2001 - April 2002
Kaye Scholer LLP September 1992 - March 2001
Skills
Investment Banking, Venture Capital, Strategic Advisory, Equity Research, Biopharmaceuticals, Biotechnology, Mergers, Valuation, Business Analysis, Intellectual Property, Due Diligence, Lifesciences, Licensing, Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Pharmaceutical Industry, Patents, Investments, Start-ups, Life Sciences, Equities, Analysis, Financial Services
Education
The University of Texas School of Law
JD
University of Virginia School of Medicine
MD
Colgate University
BA, Political Science, Magna Cum Laude, Phi Beta Kappa
Michael D. Scharf Michael D. Scharf's Banc of America Securities Experience February 2006 - June 2009
Job CoFounder and CEO at MyClean
Industry Facilities Services
Experience
MyClean Inc. 2010 - Present
Weeden & Co. LP July 2009 - July 2010
Banc of America Securities February 2006 - June 2009
Banc of America Securities June 2004 - January 2006
Skills
Problem Solving, Team Building, Entrepreneur, Strategic Planning, Coaching, Customer Relations, Business Strategy, Financial Markets, Customer Service, Entrepreneurship, Job Creation, Investments, Trading, CRM, Fixed Income, Capital Markets, Management, Equities, Securities, Derivatives, Leadership, Sales, Analysis, New Business Development, Strategy, Options, Digital Marketing
Education
Claremont McKenna College
Bachelor of Arts, Economics
Claremont McKenna College
Bachelor's degree, Economics, Economics
MyClean Inc. 2010 - Present
Weeden & Co. LP July 2009 - July 2010
Banc of America Securities February 2006 - June 2009
Banc of America Securities June 2004 - January 2006
Skills
Problem Solving, Team Building, Entrepreneur, Strategic Planning, Coaching, Customer Relations, Business Strategy, Financial Markets, Customer Service, Entrepreneurship, Job Creation, Investments, Trading, CRM, Fixed Income, Capital Markets, Management, Equities, Securities, Derivatives, Leadership, Sales, Analysis, New Business Development, Strategy, Options, Digital Marketing
Education
Claremont McKenna College
Bachelor of Arts, Economics
Claremont McKenna College
Bachelor's degree, Economics, Economics
Charles Jigarjian, CFA Charles Jigarjian, CFA's Banc of America Securities Experience February 2005 - March 2008
Job Managing Member at 7G Capital Management
Industry Investment Management
Experience
7G Capital Management April 2010 - Present
RNK Capital LLC April 2008 - April 2009
Banc of America Securities February 2005 - March 2008
Neuberger Berman December 2002 - September 2004
Skills
Equities, Valuation, Fixed Income, Mutual Funds, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Investments, Management, Private Equity, Capital Markets, Alternative Investments, Bloomberg, Financial Analysis
Education
Columbia Business School 2011 — 2013
MBA
Lehigh University - College of Business and Economics 1997 — 2002
BS, Finance
7G Capital Management April 2010 - Present
RNK Capital LLC April 2008 - April 2009
Banc of America Securities February 2005 - March 2008
Neuberger Berman December 2002 - September 2004
Skills
Equities, Valuation, Fixed Income, Mutual Funds, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Investments, Management, Private Equity, Capital Markets, Alternative Investments, Bloomberg, Financial Analysis
Education
Columbia Business School 2011 — 2013
MBA
Lehigh University - College of Business and Economics 1997 — 2002
BS, Finance
Ryan Coyle, CFA's Banc of America Securities Experience July 2003 - March 2005
Job Senior Investment Analyst Consumer Sector
Industry Financial Services
Experience
Mirae Asset Global Investments April 2014 - Present
Caerus Global Investors June 2011 - April 2014
Stadia Capital March 2005 - September 2008
Banc of America Securities July 2003 - March 2005
Skills
Equity Research, Financial Modeling, Fundamental Research, Financial Analysis, Alternative Investments, Strategic Investment, Financial Accounting, Forensic Accounting, Market Research, Firm Valuation, Equity Valuation, Valuation, Investments, Tennis, Principal Investing, Private Placements, Private Equity, PIPEs, Hedge Funds, Value Investing, Buy-side, Credit Analysis, Covenants, Portfolio Management, Capital Markets, Series 7, Emerging Markets, Bloomberg, Venture Capital, Investment Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 1998 — 2002
BA
Mirae Asset Global Investments April 2014 - Present
Caerus Global Investors June 2011 - April 2014
Stadia Capital March 2005 - September 2008
Banc of America Securities July 2003 - March 2005
Skills
Equity Research, Financial Modeling, Fundamental Research, Financial Analysis, Alternative Investments, Strategic Investment, Financial Accounting, Forensic Accounting, Market Research, Firm Valuation, Equity Valuation, Valuation, Investments, Tennis, Principal Investing, Private Placements, Private Equity, PIPEs, Hedge Funds, Value Investing, Buy-side, Credit Analysis, Covenants, Portfolio Management, Capital Markets, Series 7, Emerging Markets, Bloomberg, Venture Capital, Investment Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 1998 — 2002
BA
Jay Beyda Jay Beyda's Banc of America Securities Experience August 2002 - April 2006
Job Financial Services Technology Professional
Industry Financial Services
Experience
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Andrew Muns Andrew Muns's Banc of America Securities Experience August 2002 - July 2006
Job Managing Director at Stifel Nicolaus & Co
Industry Financial Services
Experience
Stifel Nicolaus & Co 2012 - Present
Cantor Fitzgerald 2011 - November 2012
Sabretooth Capital 2010 - 2011
Redwood Collaborative Media October 2008 - January 2010
Icahn Associates July 2006 - September 2008
Banc of America Securities August 2002 - July 2006
PwC Consulting December 1997 - August 2000
Peace Corps June 1995 - July 1996
Skills
Equities, Alternative Investments, High Yield, Fixed Income, Hedge Funds, Asset Management, Bonds, Capital Markets, Credit, Credit Derivatives, Emerging Markets, Equity Research, Financial Markets, Financial Modeling, Investment Banking, Investments, LBO, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Economics
Northwestern University 1991 — 1996
BA, Mathematics
Stifel Nicolaus & Co 2012 - Present
Cantor Fitzgerald 2011 - November 2012
Sabretooth Capital 2010 - 2011
Redwood Collaborative Media October 2008 - January 2010
Icahn Associates July 2006 - September 2008
Banc of America Securities August 2002 - July 2006
PwC Consulting December 1997 - August 2000
Peace Corps June 1995 - July 1996
Skills
Equities, Alternative Investments, High Yield, Fixed Income, Hedge Funds, Asset Management, Bonds, Capital Markets, Credit, Credit Derivatives, Emerging Markets, Equity Research, Financial Markets, Financial Modeling, Investment Banking, Investments, LBO, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Economics
Northwestern University 1991 — 1996
BA, Mathematics
Tom Brehme Tom Brehme's Banc of America Securities Experience 2001 - 2004
Job CFO/COO at The Healthy Teen Project
Industry Mental Health Care
Experience
The Healthy Teen Project June 2014 - Present
Architect Partners LLC February 2011 - Present
BlockWild.com April 2009 - February 2011
Pacific Rim Partners March 2008 - March 2010
Banc of America Securities 2001 - 2004
Montgomery Securities 1996 - 2000
Houlihan Lokey Howard & Zukin 1992 - 1996
Skills
Mergers & Acquisitions, Strategic Partnerships, Start-ups, Management, Entrepreneurship, Venture Capital, Strategy, Product Management, Business Strategy, Mobile Devices
Education
Claremont McKenna College 1988 — 1992
Pasadena Polytechnic High School 1984 — 1988
The Healthy Teen Project June 2014 - Present
Architect Partners LLC February 2011 - Present
BlockWild.com April 2009 - February 2011
Pacific Rim Partners March 2008 - March 2010
Banc of America Securities 2001 - 2004
Montgomery Securities 1996 - 2000
Houlihan Lokey Howard & Zukin 1992 - 1996
Skills
Mergers & Acquisitions, Strategic Partnerships, Start-ups, Management, Entrepreneurship, Venture Capital, Strategy, Product Management, Business Strategy, Mobile Devices
Education
Claremont McKenna College 1988 — 1992
Pasadena Polytechnic High School 1984 — 1988
Meredith Gubler Meredith Gubler's Banc of America Securities Experience February 1998 - July 2000
Job Senior Career Management Consultant at Right Management
Industry Human Resources
Experience
Right Management March 2007 - Present
UNC Greensboro August 2005 - May 2007
Asset Management Technologies July 2004 - July 2005
Global Beverage Group/Informed Beverage July 2002 - January 2004
Trinity - Commercial Real Estate July 2000 - June 2002
Banc of America Securities February 1998 - July 2000
Bank of America July 1996 - February 1998
Skills
Coaching, Resume Writing, Financial Analysis, Career Management, Counseling, Career Counseling, Executive Coaching, Interviewing, Career Development, Interview Coaching, Career Assessment, Job Coaching, Interviews, Performance Management, Job Search Strategies, Organizational..., Leadership, Job Search, Outplacement, Human Resources, Cover Letters, Interview Preparation, Strategy, Training, Change Management, MBTI, Management Consulting, Organizational..., 360 Feedback, Executive Development, Workshop Facilitation, Leadership Development, Webinars
Education
University of North Carolina at Greensboro
MS, Counseling, Emphasis-Career
Clemson University
BS, Finance and Accounting
Right Management March 2007 - Present
UNC Greensboro August 2005 - May 2007
Asset Management Technologies July 2004 - July 2005
Global Beverage Group/Informed Beverage July 2002 - January 2004
Trinity - Commercial Real Estate July 2000 - June 2002
Banc of America Securities February 1998 - July 2000
Bank of America July 1996 - February 1998
Skills
Coaching, Resume Writing, Financial Analysis, Career Management, Counseling, Career Counseling, Executive Coaching, Interviewing, Career Development, Interview Coaching, Career Assessment, Job Coaching, Interviews, Performance Management, Job Search Strategies, Organizational..., Leadership, Job Search, Outplacement, Human Resources, Cover Letters, Interview Preparation, Strategy, Training, Change Management, MBTI, Management Consulting, Organizational..., 360 Feedback, Executive Development, Workshop Facilitation, Leadership Development, Webinars
Education
University of North Carolina at Greensboro
MS, Counseling, Emphasis-Career
Clemson University
BS, Finance and Accounting
Olympia De Castro Olympia De Castro's Banc of America Securities Experience May 2000 - June 2004
Job
Industry Investment Management
Experience
Community Investment Management LLC 2014 - Present
LOUIS BERGER INTERNATIONAL April 2013 - January 2014
Global Securities Capital Partners November 2011 - March 2013
IFC - International Finance Corporation August 2010 - May 2011
IFMR Trust June 2010 - July 2010
MicroVest Capital Management, LLC June 2009 - August 2009
Goldman Sachs October 2007 - July 2008
Goldman Sachs September 2005 - September 2007
Goldman Sachs July 2004 - August 2005
Banc of America Securities May 2000 - June 2004
Skills
Portuguese, Microfinance, Investments, Spanish, Portfolio Management, Investment Banking, Capital, Economics, Emerging Markets, Credit, Private Equity, Business Planning, Financial Modeling, Financial Analysis, Mergers, Strategic Planning, Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Finance, Project Finance
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA
University of Miami 1999 — 2003
Bachelor's Degree
Community Investment Management LLC 2014 - Present
LOUIS BERGER INTERNATIONAL April 2013 - January 2014
Global Securities Capital Partners November 2011 - March 2013
IFC - International Finance Corporation August 2010 - May 2011
IFMR Trust June 2010 - July 2010
MicroVest Capital Management, LLC June 2009 - August 2009
Goldman Sachs October 2007 - July 2008
Goldman Sachs September 2005 - September 2007
Goldman Sachs July 2004 - August 2005
Banc of America Securities May 2000 - June 2004
Skills
Portuguese, Microfinance, Investments, Spanish, Portfolio Management, Investment Banking, Capital, Economics, Emerging Markets, Credit, Private Equity, Business Planning, Financial Modeling, Financial Analysis, Mergers, Strategic Planning, Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Finance, Project Finance
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA
University of Miami 1999 — 2003
Bachelor's Degree
Jeff Hui Jeff Hui's Banc of America Securities Experience 2002 - 2004
Job Monetization | Market Ops at Instagram
Industry Internet
Experience
Instagram May 2015 - Present
McKinsey & Company July 2012 - April 2015
McKinsey & Company 2010 - June 2012
Greenhill SAVP 2009 - 2010
DFJ Gotham 2008 - 2009
Jing, Inc 2004 - 2008
Banc of America Securities 2002 - 2004
Skills
Digital marketing, IT Strategy, Venture Capital, Entrepreneurship, Marketing Strategy, Sales Strategy, Digital Marketing, Business Strategy, Strategy, Management Consulting, Analytics, Start-ups, Strategic Partnerships, Corporate Development
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of California, Berkeley 1997 — 2001
BS
Instagram May 2015 - Present
McKinsey & Company July 2012 - April 2015
McKinsey & Company 2010 - June 2012
Greenhill SAVP 2009 - 2010
DFJ Gotham 2008 - 2009
Jing, Inc 2004 - 2008
Banc of America Securities 2002 - 2004
Skills
Digital marketing, IT Strategy, Venture Capital, Entrepreneurship, Marketing Strategy, Sales Strategy, Digital Marketing, Business Strategy, Strategy, Management Consulting, Analytics, Start-ups, Strategic Partnerships, Corporate Development
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of California, Berkeley 1997 — 2001
BS
Kevin W. Tung's Banc of America Securities Experience May 2002 - June 2004
Job
Industry Internet
Experience
Interplay Ventures May 2015 - Present
Angel Investor January 2010 - Present
Vibrant Media April 2012 - September 2014
Image Space Media April 2009 - January 2012
Chinese Contemporary Art Fund I & II, L.P. February 2005 - March 2009
Banc of America Securities May 2002 - June 2004
Robertson Stephens June 2001 - May 2002
Skills
Start-ups, Business Development, Venture Capital, Advertising, Private Equity, Leadership, Investment Banking, Investments, Finance, Digital Media, Online Advertising, Fundraising, Digital Marketing, Strategic Partnerships, Analysis
Education
Columbia University in the City of New York
BS, Industrial Engineering
Interplay Ventures May 2015 - Present
Angel Investor January 2010 - Present
Vibrant Media April 2012 - September 2014
Image Space Media April 2009 - January 2012
Chinese Contemporary Art Fund I & II, L.P. February 2005 - March 2009
Banc of America Securities May 2002 - June 2004
Robertson Stephens June 2001 - May 2002
Skills
Start-ups, Business Development, Venture Capital, Advertising, Private Equity, Leadership, Investment Banking, Investments, Finance, Digital Media, Online Advertising, Fundraising, Digital Marketing, Strategic Partnerships, Analysis
Education
Columbia University in the City of New York
BS, Industrial Engineering
Ben Slater's Banc of America Securities Experience June 2005 - July 2007
Job Tipp Hill Capital Management LLC
Industry Investment Management
Experience
Tipp Hill Capital Management LLC August 2012 - Present
AlpInvest Partners August 2007 - August 2010
Banc of America Securities June 2005 - July 2007
Skills
Hedge Funds, Investment Banking, Financial Modeling, Private Equity, Valuation, Mezzanine, Investments, LBO, Corporate Finance, Capital Structure, Alternative Investments, Bloomberg, Equity Research, Capital Markets
Education
Columbia Business School 2010 — 2012
MBA, Value Investing Program
University of Virginia 2001 — 2005
Bachelor of Science, Commerce (Finance and Management concentrations)
Tipp Hill Capital Management LLC August 2012 - Present
AlpInvest Partners August 2007 - August 2010
Banc of America Securities June 2005 - July 2007
Skills
Hedge Funds, Investment Banking, Financial Modeling, Private Equity, Valuation, Mezzanine, Investments, LBO, Corporate Finance, Capital Structure, Alternative Investments, Bloomberg, Equity Research, Capital Markets
Education
Columbia Business School 2010 — 2012
MBA, Value Investing Program
University of Virginia 2001 — 2005
Bachelor of Science, Commerce (Finance and Management concentrations)
Eugene Neduv Eugene Neduv's Banc of America Securities Experience 2004 - 2005
Job VP Solutions at Financial Network Analytics
Industry Financial Services
Experience
Financial Network Analytics June 2014 - Present
University of Cambridge February 2015 - Present
QF Research January 2010 - Present
RDJ Investment Group March 2013 - August 2014
Red Swan, LLC July 2011 - June 2014
Imagine Software October 2005 - December 2009
Banc of America Securities 2004 - 2005
Skills
Risk Management, Asset Allocation, Credit Risk, Valuation, Quantitative Analytics, Equities, Portfolio Management, Derivatives, Currency, Due Diligence, Hedging, Securities, Banking, Capital Markets, Asset Managment, VAR, Investment Banking, Alternative Investments, Financial Analysis, Structured Products, Investment Management, Equity Derivatives, Financial Risk, Trading, Interest Rate..., Bloomberg, Market Risk, Strategic Financial..., Fixed Income, Financial Modeling, Financial Services, Options, Investments, Equity Trading, Trading Systems, Business Analysis, Finance, Financial Markets, Commodity, FX Options, Financial Engineering, Emerging Markets, Credit Derivatives, Quantitative Finance, Wealth Management, Hedge Funds, Institutional..., Investment Strategies, Fund Of Funds, Portfolio Optimization
Education
Columbia University in the City of New York 1996 — 2002
PhD, Mathematics, Physics
University of Chicago 1994 — 1995
MA, Mathematics
New York University 1992 — 1994
BA, Mathematics
Financial Network Analytics June 2014 - Present
University of Cambridge February 2015 - Present
QF Research January 2010 - Present
RDJ Investment Group March 2013 - August 2014
Red Swan, LLC July 2011 - June 2014
Imagine Software October 2005 - December 2009
Banc of America Securities 2004 - 2005
Skills
Risk Management, Asset Allocation, Credit Risk, Valuation, Quantitative Analytics, Equities, Portfolio Management, Derivatives, Currency, Due Diligence, Hedging, Securities, Banking, Capital Markets, Asset Managment, VAR, Investment Banking, Alternative Investments, Financial Analysis, Structured Products, Investment Management, Equity Derivatives, Financial Risk, Trading, Interest Rate..., Bloomberg, Market Risk, Strategic Financial..., Fixed Income, Financial Modeling, Financial Services, Options, Investments, Equity Trading, Trading Systems, Business Analysis, Finance, Financial Markets, Commodity, FX Options, Financial Engineering, Emerging Markets, Credit Derivatives, Quantitative Finance, Wealth Management, Hedge Funds, Institutional..., Investment Strategies, Fund Of Funds, Portfolio Optimization
Education
Columbia University in the City of New York 1996 — 2002
PhD, Mathematics, Physics
University of Chicago 1994 — 1995
MA, Mathematics
New York University 1992 — 1994
BA, Mathematics
B. Crosby Byers, CFA B. Crosby Byers, CFA's Banc of America Securities Experience April 2005 - July 2009
Job VP/Supervisory Analyst at RBC Capital Markets
Industry Financial Services
Experience
Indigo Films 2010 - 2011
Banc of America Securities April 2005 - July 2009
Levensohn Capital Management June 2000 - February 2002
Robertson Stephens 1996 - 2000
Skills
Equities, Capital Markets, Investment Banking, Valuation, Financial Modeling, Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Investments, Securities, Financial Analysis, Research, Financial Markets, Options, Economics, Due Diligence, Editing, Trading, Corporate Finance
Education
City University of New York-Hunter College 1984 — 1987
BA
Indigo Films 2010 - 2011
Banc of America Securities April 2005 - July 2009
Levensohn Capital Management June 2000 - February 2002
Robertson Stephens 1996 - 2000
Skills
Equities, Capital Markets, Investment Banking, Valuation, Financial Modeling, Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Investments, Securities, Financial Analysis, Research, Financial Markets, Options, Economics, Due Diligence, Editing, Trading, Corporate Finance
Education
City University of New York-Hunter College 1984 — 1987
BA
Joe DeLong Joe DeLong's Banc of America Securities Experience June 1999 - August 2003
Job CFO at Raritan Inc.
Industry Information Technology and Services
Experience
Raritan Inc. July 2013 - Present
Raritan Inc. November 2010 - July 2013
Raritan February 2008 - November 2010
Bank of America August 2003 - December 2005
Banc of America Securities June 1999 - August 2003
Skills
Financial Modeling, Portfolio Management, Analytics, Capital Markets, Financial Analysis, Due Diligence, Mergers
Education
NYU Stern School of Business 2010 — 2011
Leadership Development - Executive Program
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance & Economics
Kenyon College 1995 — 1999
BA, Economics
National University of Ireland, Galway 1998 — 1998
Study Abroad, Economic History
Raritan Inc. July 2013 - Present
Raritan Inc. November 2010 - July 2013
Raritan February 2008 - November 2010
Bank of America August 2003 - December 2005
Banc of America Securities June 1999 - August 2003
Skills
Financial Modeling, Portfolio Management, Analytics, Capital Markets, Financial Analysis, Due Diligence, Mergers
Education
NYU Stern School of Business 2010 — 2011
Leadership Development - Executive Program
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance & Economics
Kenyon College 1995 — 1999
BA, Economics
National University of Ireland, Galway 1998 — 1998
Study Abroad, Economic History
Paul Furer Paul Furer's Banc of America Securities Experience June 2007 - August 2007
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Columbia Business School August 2014 - Present
Summit Partners July 2011 - July 2014
Jefferies & Company April 2010 - June 2011
Bank of America Merrill Lynch June 2008 - April 2010
Banc of America Securities June 2007 - August 2007
Skills
Mergers & Acquisitions, Strategy, Finance, Valuation, Financial Modeling, Due Diligence, Executive Management, DCF, LBO, Private Equity, Venture Capital, Emerging Markets, Investment Banking, Corporate Finance, Corporate Development, Divestitures, M&A experience
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science, Business; Finance; Finance
Columbia Business School August 2014 - Present
Summit Partners July 2011 - July 2014
Jefferies & Company April 2010 - June 2011
Bank of America Merrill Lynch June 2008 - April 2010
Banc of America Securities June 2007 - August 2007
Skills
Mergers & Acquisitions, Strategy, Finance, Valuation, Financial Modeling, Due Diligence, Executive Management, DCF, LBO, Private Equity, Venture Capital, Emerging Markets, Investment Banking, Corporate Finance, Corporate Development, Divestitures, M&A experience
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science, Business; Finance; Finance
Jeff Humphreys's Banc of America Securities Experience July 2003 - November 2011
Job Database Engineer at Joint School District #2 in Idaho
Industry Banking
Experience
Joint School District #2 July 2013 - Present
Banc of America Securities July 2003 - November 2011
Sydney Systems/CitiBank March 2003 - July 2003
Arrow Electronics October 1999 - March 2003
TermNet Merchant Services, Inc. June 1994 - October 1999
Skills
SQL, SQL Server, Oracle SQL, SQL Server 2005/2000, SQL database design, SQL Tuning, Actuate, Actimize, PL/SQL, Visual Basic, DB2/SQL, PostgreSQL, C++, U++, Database Design, Microstrategy, Business Analysis, Data Structures, Bloomberg, Fixed Income, ETL, Requirements Analysis, Data Warehousing, Business Intelligence, VBA, Databases, Data Modeling, DTS, T-SQL, Data Migration, Database Development, Relational Databases, Stored Procedures, Visio, Access, Erwin, Visual Studio, Unix Shell Scripting, Database Administration, SQL Server 2000-2008, VBScript, Unix, Microsoft SQL Server, Requirements Gathering, SDLC
Education
College of Western Idaho 2012 — 2015
Associate of Arts (AA), Business/Commerce, General, 4.0
Technical-Vocational Institute of Albuquerque 1990 — 1992
Business Programming
Sandia High School 1981 — 1985
Joint School District #2 July 2013 - Present
Banc of America Securities July 2003 - November 2011
Sydney Systems/CitiBank March 2003 - July 2003
Arrow Electronics October 1999 - March 2003
TermNet Merchant Services, Inc. June 1994 - October 1999
Skills
SQL, SQL Server, Oracle SQL, SQL Server 2005/2000, SQL database design, SQL Tuning, Actuate, Actimize, PL/SQL, Visual Basic, DB2/SQL, PostgreSQL, C++, U++, Database Design, Microstrategy, Business Analysis, Data Structures, Bloomberg, Fixed Income, ETL, Requirements Analysis, Data Warehousing, Business Intelligence, VBA, Databases, Data Modeling, DTS, T-SQL, Data Migration, Database Development, Relational Databases, Stored Procedures, Visio, Access, Erwin, Visual Studio, Unix Shell Scripting, Database Administration, SQL Server 2000-2008, VBScript, Unix, Microsoft SQL Server, Requirements Gathering, SDLC
Education
College of Western Idaho 2012 — 2015
Associate of Arts (AA), Business/Commerce, General, 4.0
Technical-Vocational Institute of Albuquerque 1990 — 1992
Business Programming
Sandia High School 1981 — 1985
Matt Mattox Matt Mattox's Banc of America Securities Experience 1999 - 1999
Job
Industry Computer Software
Experience
GE December 2014 - Present
Axial Exchange Inc. July 2009 - December 2014
Red Hat, Inc. February 2005 - July 2009
MIT Technology Review 2001 - February 2005
idealab! January 2000 - December 2001
Banc of America Securities 1999 - 1999
CitySearch January 1996 - August 1998
Skills
Software, Product Management, Product Development, Product Marketing, Marketing, Marketing Strategy, Lean Startup, SaaS, Cross-functional Team..., Start-ups, Entrepreneurship, New Business Development, Strategic Planning, Cloud Computing, Business Development, Strategic Partnerships, Strategy, Program Management, Project Management, Business Strategy, Management, Mergers & Acquisitions, Executive Management, Leadership, Enterprise Software, Agile Methodologies, Analytics, Go-to-market Strategy, Salesforce.com, Lead Generation
Education
Harvard Business School 1998 — 2000
MBA
Clemson University 1988 — 1992
BA, History
GE December 2014 - Present
Axial Exchange Inc. July 2009 - December 2014
Red Hat, Inc. February 2005 - July 2009
MIT Technology Review 2001 - February 2005
idealab! January 2000 - December 2001
Banc of America Securities 1999 - 1999
CitySearch January 1996 - August 1998
Skills
Software, Product Management, Product Development, Product Marketing, Marketing, Marketing Strategy, Lean Startup, SaaS, Cross-functional Team..., Start-ups, Entrepreneurship, New Business Development, Strategic Planning, Cloud Computing, Business Development, Strategic Partnerships, Strategy, Program Management, Project Management, Business Strategy, Management, Mergers & Acquisitions, Executive Management, Leadership, Enterprise Software, Agile Methodologies, Analytics, Go-to-market Strategy, Salesforce.com, Lead Generation
Education
Harvard Business School 1998 — 2000
MBA
Clemson University 1988 — 1992
BA, History
Frederick Chung's Banc of America Securities Experience January 2004 - April 2006
Job Vice President at Goldman Sachs (Liberty Harbor)
Industry Investment Management
Experience
Goldman Sachs June 2013 - Present
Fifth Street Management May 2011 - June 2013
Greenhill & Co. June 2010 - May 2011
Golden Arc Capital April 2006 - August 2008
Banc of America Securities January 2004 - April 2006
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Corporate Finance, Equities, LBO, Due Diligence, Hedge Funds, Venture Capital, Equity Research, Mergers & Acquisitions
Education
Columbia Business School 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Georgetown University 1999 — 2003
Bachelor of Science (BS), Finance, General
Seoul International School
Goldman Sachs June 2013 - Present
Fifth Street Management May 2011 - June 2013
Greenhill & Co. June 2010 - May 2011
Golden Arc Capital April 2006 - August 2008
Banc of America Securities January 2004 - April 2006
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Corporate Finance, Equities, LBO, Due Diligence, Hedge Funds, Venture Capital, Equity Research, Mergers & Acquisitions
Education
Columbia Business School 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Georgetown University 1999 — 2003
Bachelor of Science (BS), Finance, General
Seoul International School
Daniel Morrall Daniel Morrall's Banc of America Securities Experience 2001 - 2004
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC July 2014 - Present
Graham Partners June 2012 - May 2014
S Squared Technology July 2006 - December 2011
Graham Partners May 2006 - July 2006
Graham Partners May 2005 - August 2005
Banc of America Securities 2001 - 2004
Outpurchase 2000 - 2001
NFTE 2000 - 2000
Skills
Financial Modeling, Start-ups, Strategy, Mergers & Acquisitions, Private Equity, Venture Capital, Entrepreneurship, Market Research, Analytics, Corporate Finance, Investments, Investment Banking, Financial Analysis, Networking, Portfolio Management, Finance, DCF, Business Strategy, Valuation, Corporate Development, Management Consulting, Strategic Partnerships, Marketing, Restructuring, Non-profit Board..., Equity Research, Team Management, IPO, Fixed Income, Equities, Capital Markets, Competitive Analysis, Alternative Investments, SaaS, Asset Management, Strategic Planning, Mutual Funds, Hedge Funds, Mergers, Analysis, Business Analysis, Bloomberg, Emerging Markets, Leveraged Finance, Due Diligence, Equity Valuation, Executive Management, LBO, Market Analysis, Business Development
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Entrepreneurship, Finance, Value Investing
Washington and Lee University 1995 — 1999
BA, Economics, Business Administration
Landon School 1992 — 1995
High School, Honors/Regents High School/Secondary Diploma Program
Sidwell Friends 1981 — 1991
Sterling Capital Management LLC July 2014 - Present
Graham Partners June 2012 - May 2014
S Squared Technology July 2006 - December 2011
Graham Partners May 2006 - July 2006
Graham Partners May 2005 - August 2005
Banc of America Securities 2001 - 2004
Outpurchase 2000 - 2001
NFTE 2000 - 2000
Skills
Financial Modeling, Start-ups, Strategy, Mergers & Acquisitions, Private Equity, Venture Capital, Entrepreneurship, Market Research, Analytics, Corporate Finance, Investments, Investment Banking, Financial Analysis, Networking, Portfolio Management, Finance, DCF, Business Strategy, Valuation, Corporate Development, Management Consulting, Strategic Partnerships, Marketing, Restructuring, Non-profit Board..., Equity Research, Team Management, IPO, Fixed Income, Equities, Capital Markets, Competitive Analysis, Alternative Investments, SaaS, Asset Management, Strategic Planning, Mutual Funds, Hedge Funds, Mergers, Analysis, Business Analysis, Bloomberg, Emerging Markets, Leveraged Finance, Due Diligence, Equity Valuation, Executive Management, LBO, Market Analysis, Business Development
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Entrepreneurship, Finance, Value Investing
Washington and Lee University 1995 — 1999
BA, Economics, Business Administration
Landon School 1992 — 1995
High School, Honors/Regents High School/Secondary Diploma Program
Sidwell Friends 1981 — 1991
Jacqueline Moody's Banc of America Securities Experience 1997 - 2002
Job Chief Creative Officer, Head Writer at Moody Studios
Industry Entertainment
Experience
Moody Studios January 2012 - Present
YaddaYaddaCo. June 2011 - Present
Word World LLC 2002 - January 2012
Soundprints / Studio Mouse 2004 - 2005
Banc of America Securities 1997 - 2002
Bear Stearns 1994 - 1997
Fitch Ratings 1992 - 1994
Skills
Advertising, Storytelling, Content Strategy, Television, Broadcast, New Media, Editing, Licensing, Film, Comedy, Digital Media, Screenwriter, Creative Direction, Entertainment, Final Cut Pro, Character Animation, Screenwriting, Copywriting, Post Production, Video Production, Film Production, Commercials
Education
City University of New York-Herbert H. Lehman College
Moody Studios January 2012 - Present
YaddaYaddaCo. June 2011 - Present
Word World LLC 2002 - January 2012
Soundprints / Studio Mouse 2004 - 2005
Banc of America Securities 1997 - 2002
Bear Stearns 1994 - 1997
Fitch Ratings 1992 - 1994
Skills
Advertising, Storytelling, Content Strategy, Television, Broadcast, New Media, Editing, Licensing, Film, Comedy, Digital Media, Screenwriter, Creative Direction, Entertainment, Final Cut Pro, Character Animation, Screenwriting, Copywriting, Post Production, Video Production, Film Production, Commercials
Education
City University of New York-Herbert H. Lehman College
David Matteini David Matteini's Banc of America Securities Experience July 2002 - July 2008
Job Director, Financial Sponsors Group at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities July 2002 - July 2008
UBS Warburg 2001 - 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Columbia College - Econ / Phil
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities July 2002 - July 2008
UBS Warburg 2001 - 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Columbia College - Econ / Phil
Adrian Bastien's Banc of America Securities Experience 2001 - 2003
Job
Industry Financial Services
Experience
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
GMAC Residential Funding December 2004 - July 2005
Jackson and Tull July 2003 - July 2004
Banc of America Securities 2001 - 2003
Bank of America July 1996 - June 1999
Skills
Financial Structuring, Project Planning, Projects, Software Documentation, Corporate Finance, Financial Modeling, Valuation, Private Equity, Emerging Markets, Project Finance, Investment Banking, Venture Capital, Business Valuation, Analysis, Corporate Development, Management, Banking, Business Development, Equities, Capital Markets, Structured Finance, Equity Valuation, LBO, Due Diligence, Portfolio Management, Alternative Investments, Fixed Income, Investment Management, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Morehouse College 1992 — 1996
Bachelor, Finance, Accounting
St. Mary's College (College of Immaculate Conception) 1982 — 1989
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
GMAC Residential Funding December 2004 - July 2005
Jackson and Tull July 2003 - July 2004
Banc of America Securities 2001 - 2003
Bank of America July 1996 - June 1999
Skills
Financial Structuring, Project Planning, Projects, Software Documentation, Corporate Finance, Financial Modeling, Valuation, Private Equity, Emerging Markets, Project Finance, Investment Banking, Venture Capital, Business Valuation, Analysis, Corporate Development, Management, Banking, Business Development, Equities, Capital Markets, Structured Finance, Equity Valuation, LBO, Due Diligence, Portfolio Management, Alternative Investments, Fixed Income, Investment Management, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Morehouse College 1992 — 1996
Bachelor, Finance, Accounting
St. Mary's College (College of Immaculate Conception) 1982 — 1989
Kent Redwine's Banc of America Securities Experience January 1995 - May 1999
Job Strategic and Capital Advisory Services
Industry Real Estate
Experience
9th Element Advisors March 2015 - Present
Blue Juice, Inc. June 2010 - September 2013
Phoenix Motorcars December 2008 - June 2010
Film Arts Foundation January 2008 - June 2009
Merriman Curhan Ford & Co. January 2007 - August 2008
24 Hours on Craigslist LLC January 2005 - September 2006
Premium Spirits Startup June 2003 - January 2005
Thomas Weisel Partners June 1999 - September 2001
Banc of America Securities January 1995 - May 1999
Eurotel Prague,spol. s.r.o. 1991 - 1992
Skills
Venture Capital, Cleantech, Strategic Advisory, Mergers, Solar, M&A experience, Fundraising, Corporate Finance, Mergers & Acquisitions, Strategy, Solar Energy, Start-ups, Business Planning, Corporate Development, Strategic Partnerships, Restructuring, Capital Raising, Joint Ventures, Entrepreneurship, Private Equity, Financial Modeling, Business Strategy, Due Diligence, Valuation, Investments, Marketing, Management, Strategic Planning
Education
Claremont McKenna College 1989 — 1994
BA
Claremont McKenna College
BA (Chemistry & Economics)
9th Element Advisors March 2015 - Present
Blue Juice, Inc. June 2010 - September 2013
Phoenix Motorcars December 2008 - June 2010
Film Arts Foundation January 2008 - June 2009
Merriman Curhan Ford & Co. January 2007 - August 2008
24 Hours on Craigslist LLC January 2005 - September 2006
Premium Spirits Startup June 2003 - January 2005
Thomas Weisel Partners June 1999 - September 2001
Banc of America Securities January 1995 - May 1999
Eurotel Prague,spol. s.r.o. 1991 - 1992
Skills
Venture Capital, Cleantech, Strategic Advisory, Mergers, Solar, M&A experience, Fundraising, Corporate Finance, Mergers & Acquisitions, Strategy, Solar Energy, Start-ups, Business Planning, Corporate Development, Strategic Partnerships, Restructuring, Capital Raising, Joint Ventures, Entrepreneurship, Private Equity, Financial Modeling, Business Strategy, Due Diligence, Valuation, Investments, Marketing, Management, Strategic Planning
Education
Claremont McKenna College 1989 — 1994
BA
Claremont McKenna College
BA (Chemistry & Economics)
Jeffrey Leighton's Banc of America Securities Experience July 2006 - June 2009
Job
Industry Real Estate
Experience
The Townsend Group January 2013 - Present
Century Federal Credit Union January 2011 - December 2012
Banc of America Securities July 2006 - June 2009
Vanguard February 2005 - July 2006
Vanguard July 2003 - February 2005
Skills
Investments, Reconciliation, Financial Analysis, Budgeting, Forecasting, Financial Modeling, Strategic Planning, Accounting, Financial Reporting, Portfolio Management, Excel, Corporate Finance, Banking, Bloomberg, Account Reconciliation, Microsoft Excel
Education
Cleveland State University 2011 — 2014
MBA Candidate
Radford University - College of Business and Economics 1999 — 2003
Bachelor of Business Administration, Major: Finance
Solon High School 1996 — 1999
The Townsend Group January 2013 - Present
Century Federal Credit Union January 2011 - December 2012
Banc of America Securities July 2006 - June 2009
Vanguard February 2005 - July 2006
Vanguard July 2003 - February 2005
Skills
Investments, Reconciliation, Financial Analysis, Budgeting, Forecasting, Financial Modeling, Strategic Planning, Accounting, Financial Reporting, Portfolio Management, Excel, Corporate Finance, Banking, Bloomberg, Account Reconciliation, Microsoft Excel
Education
Cleveland State University 2011 — 2014
MBA Candidate
Radford University - College of Business and Economics 1999 — 2003
Bachelor of Business Administration, Major: Finance
Solon High School 1996 — 1999
Parikshit Jahoorkar's Banc of America Securities Experience May 2007 - May 2009
Job Associate, Public Finance Investment Banking, BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2007 - May 2009
Skills
Financial Modeling, Debt Structuring, Optimization, Fixed Income, Derivatives, Investment Banking, Due Diligence, Investments, Financial Risk, Finance, Hedging, Swaps, Bonds, Capital Markets, Financial Structuring
Education
Columbia University in the City of New York 2006 — 2007
Masters, Financial Engineering
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech, Civil Engineering
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2007 - May 2009
Skills
Financial Modeling, Debt Structuring, Optimization, Fixed Income, Derivatives, Investment Banking, Due Diligence, Investments, Financial Risk, Finance, Hedging, Swaps, Bonds, Capital Markets, Financial Structuring
Education
Columbia University in the City of New York 2006 — 2007
Masters, Financial Engineering
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech, Civil Engineering
Alicia Li's Banc of America Securities Experience 2003 - 2006
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management September 2010 - Present
Neuberger Berman August 2008 - August 2010
Lehman Brothers May 2007 - August 2007
Banc of America Securities 2003 - 2006
Skills
Alternative Investments, Private Placements, Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1999 — 2003
BA, English, Economics
Goldman Sachs Asset Management September 2010 - Present
Neuberger Berman August 2008 - August 2010
Lehman Brothers May 2007 - August 2007
Banc of America Securities 2003 - 2006
Skills
Alternative Investments, Private Placements, Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1999 — 2003
BA, English, Economics
Sameer Bhatia's Banc of America Securities Experience June 2006 - December 2009
Job Entrepreneur at Zsquare Capital
Industry Financial Services
Experience
Zsquare Capital 2013 - Present
BMO Capital Markets August 2010 - 2013
Banc of America Securities June 2006 - December 2009
BMO Capital Markets 2005 - 2006
PricewaterhouseCoopers April 2004 - April 2005
Skills
Investments, Venture Capital, Finance, Economics, Investment Banking, Capital Markets, Valuation, Financial Modeling, Equities, Private Equity, Corporate Finance, Fixed Income, Hedge Funds, Mergers & Acquisitions, Equity Research, Bloomberg, Due Diligence, Derivatives, Corporate Development, Emerging Markets
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Institute of Technology, BHU 1992 — 1996
Bachelor of Technology (BTech)
Army Public School 1991 — 1991
Zsquare Capital 2013 - Present
BMO Capital Markets August 2010 - 2013
Banc of America Securities June 2006 - December 2009
BMO Capital Markets 2005 - 2006
PricewaterhouseCoopers April 2004 - April 2005
Skills
Investments, Venture Capital, Finance, Economics, Investment Banking, Capital Markets, Valuation, Financial Modeling, Equities, Private Equity, Corporate Finance, Fixed Income, Hedge Funds, Mergers & Acquisitions, Equity Research, Bloomberg, Due Diligence, Derivatives, Corporate Development, Emerging Markets
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Institute of Technology, BHU 1992 — 1996
Bachelor of Technology (BTech)
Army Public School 1991 — 1991
Yiyang (Jenny) Wang's Banc of America Securities Experience July 2008 - April 2009
Job Director / Financial Products at Intellectual Ventures
Industry Venture Capital & Private Equity
Experience
Intellectual Ventures March 2014 - Present
Intellectual Ventures January 2013 - March 2014
Intellectual Ventures May 2009 - December 2012
Banc of America Securities July 2008 - April 2009
Morgan Stanley March 2007 - July 2008
IBM 2005 - 2007
IBM 2002 - 2005
Skills
Program Management, Research Project..., Software Project..., Valuation, Equity Valuation, Intellectual Property..., Financial Analysis, Financial Modeling, Process Control, Process Engineering, Business Process
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Rice University
B.S, Chemical Engineering and Economics
University of Wisconsin-Madison
Ph.D., Chemical Engineering
Intellectual Ventures March 2014 - Present
Intellectual Ventures January 2013 - March 2014
Intellectual Ventures May 2009 - December 2012
Banc of America Securities July 2008 - April 2009
Morgan Stanley March 2007 - July 2008
IBM 2005 - 2007
IBM 2002 - 2005
Skills
Program Management, Research Project..., Software Project..., Valuation, Equity Valuation, Intellectual Property..., Financial Analysis, Financial Modeling, Process Control, Process Engineering, Business Process
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Rice University
B.S, Chemical Engineering and Economics
University of Wisconsin-Madison
Ph.D., Chemical Engineering
Ipsit Mohanty's Banc of America Securities Experience 2007 - 2008
Job Director at GMP Securities
Industry Financial Services
Experience
GMP Securities April 2014 - Present
Canaccord Genuity Inc. January 2013 - Present
Bank of America Merrill Lynch 2010 - Present
Rodman & Renshaw 2009 - 2010
Banc of America Securities 2007 - 2008
Booz Allen Hamilton May 2006 - July 2006
Baker Hughes 2002 - 2005
Schlumberger 2000 - 2002
Skills
Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Energy, Equities, Equity Research, Analysis
Education
Columbia University - Columbia Business School
MBA, Finance
Indian Institute of Technology, Bombay
B.Tech, Metallurgy Engg. & Material Sciences
Stewart School
GMP Securities April 2014 - Present
Canaccord Genuity Inc. January 2013 - Present
Bank of America Merrill Lynch 2010 - Present
Rodman & Renshaw 2009 - 2010
Banc of America Securities 2007 - 2008
Booz Allen Hamilton May 2006 - July 2006
Baker Hughes 2002 - 2005
Schlumberger 2000 - 2002
Skills
Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Energy, Equities, Equity Research, Analysis
Education
Columbia University - Columbia Business School
MBA, Finance
Indian Institute of Technology, Bombay
B.Tech, Metallurgy Engg. & Material Sciences
Stewart School
Neil Berman's Banc of America Securities Experience May 2006 - September 2008
Job Chief Financial Officer at Claren Road Asset Management
Industry Financial Services
Experience
Claren Road Asset Management September 2008 - Present
Banc of America Securities May 2006 - September 2008
RBS Greenwich Capital February 2006 - May 2006
DKR Varick March 2005 - February 2006
BNP Paribas September 2001 - March 2005
Sanwa Financial Products September 1996 - August 2001
Ernst and Young October 1992 - September 1996
Skills
Credit Derivatives, Derivatives, Middle Office, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Mgmt/Finance
The George Washington University - School of Business 1988 — 1992
Claren Road Asset Management September 2008 - Present
Banc of America Securities May 2006 - September 2008
RBS Greenwich Capital February 2006 - May 2006
DKR Varick March 2005 - February 2006
BNP Paribas September 2001 - March 2005
Sanwa Financial Products September 1996 - August 2001
Ernst and Young October 1992 - September 1996
Skills
Credit Derivatives, Derivatives, Middle Office, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Mgmt/Finance
The George Washington University - School of Business 1988 — 1992
Kevin Woods's Banc of America Securities Experience June 1999 - January 2001
Job
Industry Investment Management
Experience
Lockheed Martin November 2004 - Present
US Airways July 2003 - November 2004
Banc of America Securities June 1999 - January 2001
Salomon Brothers February 1994 - July 1997
Skills
Financial Modeling, Mergers, Venture Capital, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investments, Portfolio Management, Finance, Competitive Analysis, Strategic Planning, Business Strategy, Forecasting, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
Masters in Business Administration
Morehouse College 1990 — 1994
BA
Lockheed Martin November 2004 - Present
US Airways July 2003 - November 2004
Banc of America Securities June 1999 - January 2001
Salomon Brothers February 1994 - July 1997
Skills
Financial Modeling, Mergers, Venture Capital, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investments, Portfolio Management, Finance, Competitive Analysis, Strategic Planning, Business Strategy, Forecasting, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
Masters in Business Administration
Morehouse College 1990 — 1994
BA
Alex Martsynkevich's Banc of America Securities Experience 2005 - 2007
Job Senior Software Developer
Industry Investment Management
Experience
Horton Point, LLC June 2007 - Present
Banc of America Securities 2005 - 2007
Education
City University of New York-Brooklyn College 2005 — 2007
Horton Point, LLC June 2007 - Present
Banc of America Securities 2005 - 2007
Education
City University of New York-Brooklyn College 2005 — 2007
Ernest Poole's Banc of America Securities Experience June 2000 - August 2000
Job Attorney
Industry Renewables & Environment
Experience
Hawkins Delafield & Wood LLP June 2010 - September 2014
IPPsolar LLC December 2009 - July 2010
Alston & Bird LLP September 2005 - January 2009
Banc of America Securities June 2000 - August 2000
Skills
Mergers & Acquisitions, Corporate Law, Public Finance, Municipal Bonds, Securities Regulation, ISDA, Derivatives, Electric Utility, Securities, Teaching English as a..., Corporate Governance, Hedge Funds, Legal Advice, Legal Writing, Securitization, Finance
Education
Columbia Law School 2002 — 2005
J.D., Law
University of Chicago 1997 — 2001
Bachelor of Arts (B.A.), English Literature and Economics
Hawkins Delafield & Wood LLP June 2010 - September 2014
IPPsolar LLC December 2009 - July 2010
Alston & Bird LLP September 2005 - January 2009
Banc of America Securities June 2000 - August 2000
Skills
Mergers & Acquisitions, Corporate Law, Public Finance, Municipal Bonds, Securities Regulation, ISDA, Derivatives, Electric Utility, Securities, Teaching English as a..., Corporate Governance, Hedge Funds, Legal Advice, Legal Writing, Securitization, Finance
Education
Columbia Law School 2002 — 2005
J.D., Law
University of Chicago 1997 — 2001
Bachelor of Arts (B.A.), English Literature and Economics
Daniel Seo's Banc of America Securities Experience June 2005 - March 2007
Job Engagement Manager at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company March 2015 - Present
McKinsey & Company September 2012 - March 2015
Columbia Business School September 2010 - May 2012
Morgan Stanley March 2007 - May 2010
Banc of America Securities June 2005 - March 2007
Education
Columbia Business School 2010 — 2012
MBA, Business
Cornell University 2000 — 2005
B.Sc, Computer Science
McKinsey & Company March 2015 - Present
McKinsey & Company September 2012 - March 2015
Columbia Business School September 2010 - May 2012
Morgan Stanley March 2007 - May 2010
Banc of America Securities June 2005 - March 2007
Education
Columbia Business School 2010 — 2012
MBA, Business
Cornell University 2000 — 2005
B.Sc, Computer Science
Ethan Rudin's Banc of America Securities Experience August 2002 - March 2004
Job Vice President at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. March 2006 - Present
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Accounting
Tufts University 1992 — 1996
Citigroup Global Markets Inc. March 2006 - Present
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Accounting
Tufts University 1992 — 1996
Minnie McCartan's Banc of America Securities Experience 1998 - 1999
Job Marketing Consulant
Industry Marketing and Advertising
Experience
Winterbridge Media 2013 - 2013
Synapse, AmericanFamily.com January 2012 - October 2012
iVillage March 2011 - March 2011
Readers Digest Association, Weekly Reader 2006 - 2011
Time Inc., TIME For Kids May 2004 - June 2006
Time Inc., Entertainment Weekly Magazine September 2002 - April 2004
Time Inc.. Time Consumer Marketing August 1999 - September 2002
Banc of America Securities 1998 - 1999
Skills
Direct Marketing, Integrated Marketing, Email Marketing, Publishing, Digital Media, Content Strategy, Audience Development, Digital Strategy, Partnership Marketing, Social Media Marketing, Direct Mail, Marketing Strategy, Customer Acquisition, Customer Retention, Loyalty Programs, Customer Service, Blogging, Blog Marketing, Driving Profitability, Project Management, Brand Management, Database Marketing, Online Advertising, Digital Marketing, Magazines, Interactive Marketing, Advertising, Marketing Research
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Marketing, Management
Colgate University 1994 — 1998
Bachelor's degree, Sociology & Asian Studies Double Major
Winterbridge Media 2013 - 2013
Synapse, AmericanFamily.com January 2012 - October 2012
iVillage March 2011 - March 2011
Readers Digest Association, Weekly Reader 2006 - 2011
Time Inc., TIME For Kids May 2004 - June 2006
Time Inc., Entertainment Weekly Magazine September 2002 - April 2004
Time Inc.. Time Consumer Marketing August 1999 - September 2002
Banc of America Securities 1998 - 1999
Skills
Direct Marketing, Integrated Marketing, Email Marketing, Publishing, Digital Media, Content Strategy, Audience Development, Digital Strategy, Partnership Marketing, Social Media Marketing, Direct Mail, Marketing Strategy, Customer Acquisition, Customer Retention, Loyalty Programs, Customer Service, Blogging, Blog Marketing, Driving Profitability, Project Management, Brand Management, Database Marketing, Online Advertising, Digital Marketing, Magazines, Interactive Marketing, Advertising, Marketing Research
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Marketing, Management
Colgate University 1994 — 1998
Bachelor's degree, Sociology & Asian Studies Double Major
Sheri Cottam's Banc of America Securities Experience 1999 - 2000
Job Director of Operations at CapitalSource
Industry Financial Services
Experience
CapitalSource January 2003 - July 2014
Wells Fargo - Corporate Controller's Division 2000 - 2002
Banc of America Securities 1999 - 2000
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Class of 2012
University of California, Santa Barbara
BA, Business Economics
CapitalSource January 2003 - July 2014
Wells Fargo - Corporate Controller's Division 2000 - 2002
Banc of America Securities 1999 - 2000
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Class of 2012
University of California, Santa Barbara
BA, Business Economics
Peter Weltchek's Banc of America Securities Experience April 1999 - March 2005
Job Managing Director at Merlone Geier Partners
Industry Real Estate
Experience
Merlone Geier Partners October 2008 - Present
The Marcus & Millichap Company March 2005 - January 2008
Banc of America Securities April 1999 - March 2005
Lehman Brothers August 1993 - April 1999
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Real Estate and Finance
Colby College 1984 — 1988
BA, Economics
Merlone Geier Partners October 2008 - Present
The Marcus & Millichap Company March 2005 - January 2008
Banc of America Securities April 1999 - March 2005
Lehman Brothers August 1993 - April 1999
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Real Estate and Finance
Colby College 1984 — 1988
BA, Economics
Anajulia Vasquez's Banc of America Securities Experience December 2007 - December 2008
Job AVP at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas March 2010 - Present
BNP Paribas Prime 2008 - March 2010
Banc of America Securities December 2007 - December 2008
Fidelity Investment March 2000 - December 2007
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1995
BNP Paribas March 2010 - Present
BNP Paribas Prime 2008 - March 2010
Banc of America Securities December 2007 - December 2008
Fidelity Investment March 2000 - December 2007
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1995
Adina Dolfman's Banc of America Securities Experience July 2006 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Securities July 2006 - Present
Morgan Stanley August 2001 - May 2006
JP Morgan July 1999 - August 2001
BlackRock Financial Management July 1995 - July 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia University in the City of New York 1991 — 1995
BA, Economics
Banc of America Securities July 2006 - Present
Morgan Stanley August 2001 - May 2006
JP Morgan July 1999 - August 2001
BlackRock Financial Management July 1995 - July 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia University in the City of New York 1991 — 1995
BA, Economics
Heather Swindells's Banc of America Securities Experience February 2005 - July 2009
Job Senior Vice President; CAO/Finance Senior Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America August 2011 - Present
Gamma Phi Beta Sorority May 2007 - Present
Bank of America January 2011 - August 2011
Bank of America July 2009 - January 2011
Banc of America Securities February 2005 - July 2009
Banc of America Investments June 2002 - February 2005
Education
McColl Graduate School of Business, Queens University of Charlotte 2006 — 2008
Masters of Business Administration, Finance
Clemson University 1996 — 2000
Bachelors of Science, Financial Management
Bank of America August 2011 - Present
Gamma Phi Beta Sorority May 2007 - Present
Bank of America January 2011 - August 2011
Bank of America July 2009 - January 2011
Banc of America Securities February 2005 - July 2009
Banc of America Investments June 2002 - February 2005
Education
McColl Graduate School of Business, Queens University of Charlotte 2006 — 2008
Masters of Business Administration, Finance
Clemson University 1996 — 2000
Bachelors of Science, Financial Management
William Brian Edwards's Banc of America Securities Experience May 2004 - June 2007
Job Compliance Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch May 2009 - January 2013
Banc of America Investments June 2007 - November 2009
Banc of America Securities May 2004 - June 2007
Banc of America Securities March 1999 - May 2004
BNY Mellon August 1994 - March 1999
US Navy 1991 - 1994
Skills
Insurance, AML, Operational Risk, Banking, Financial Regulation, Bank Secrecy Act, USA PATRIOT Act, Securities, Financial Risk, OFAC, Series 7, Commercial Banking, Retail Banking, Fraud, Capital Markets, KYC, Compliance, Supervisory Experience, General Securities..., Series 24, Series 53, FINRA, Bloomberg, Investments, Back Office
Education
City University of New York-College of Staten Island
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch May 2009 - January 2013
Banc of America Investments June 2007 - November 2009
Banc of America Securities May 2004 - June 2007
Banc of America Securities March 1999 - May 2004
BNY Mellon August 1994 - March 1999
US Navy 1991 - 1994
Skills
Insurance, AML, Operational Risk, Banking, Financial Regulation, Bank Secrecy Act, USA PATRIOT Act, Securities, Financial Risk, OFAC, Series 7, Commercial Banking, Retail Banking, Fraud, Capital Markets, KYC, Compliance, Supervisory Experience, General Securities..., Series 24, Series 53, FINRA, Bloomberg, Investments, Back Office
Education
City University of New York-College of Staten Island
Lauren Sclafani's Banc of America Securities Experience 2006 - Present
Job VP at Bank of America
Industry Financial Services
Experience
Banc of America Securities 2006 - Present
Prudential Securities 2001 - 2006
Education
Colgate University 1996 — 2000
Banc of America Securities 2006 - Present
Prudential Securities 2001 - 2006
Education
Colgate University 1996 — 2000
Alex Kane's Banc of America Securities Experience January 2007 - October 2007
Job Senior Director, Advisory Services at NASDAQ
Industry Financial Services
Experience
NASDAQ OMX June 2013 - Present
Thomson Reuters - Advisory Services October 2007 - June 2013
Banc of America Securities January 2007 - October 2007
AXA Distributors May 2003 - February 2005
Skills
Investor Relations, Equities, Capital Markets, Equity Research, Financial Modeling, Business Strategy, Management, Executive Management, Portfolio Management, Competitive Analysis, Investments, Fixed Income, Strategy, Financial Markets, Strategic Planning
Education
Colorado College 1999 — 2003
Bachelor of Science (BS), International Political Economy
NYU Stern School of Business
Master of Business Administration (MBA)
NYU Stern School of Business - Stern Advantage Program
NASDAQ OMX June 2013 - Present
Thomson Reuters - Advisory Services October 2007 - June 2013
Banc of America Securities January 2007 - October 2007
AXA Distributors May 2003 - February 2005
Skills
Investor Relations, Equities, Capital Markets, Equity Research, Financial Modeling, Business Strategy, Management, Executive Management, Portfolio Management, Competitive Analysis, Investments, Fixed Income, Strategy, Financial Markets, Strategic Planning
Education
Colorado College 1999 — 2003
Bachelor of Science (BS), International Political Economy
NYU Stern School of Business
Master of Business Administration (MBA)
NYU Stern School of Business - Stern Advantage Program
Christopher P. Fox's Banc of America Securities Experience May 1998 - August 2004
Job Fixed Income Operations/Valuation Analyst at Open To New Opportunities
Industry Investment Management
Experience
Fixed Income Investments April 2013 - Present
Western Asset Management February 2013 - April 2013
Fidelity Investments August 2012 - January 2013
Capital Group August 2005 - July 2009
Bank of America 1998 - 2005
Banc of America Securities May 1998 - August 2004
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Alternative Investments, Risk Management, Valuation, Fixed Income Analysis, Derivatives, Portfolio Management, Investments, Asset Management, Options, Bonds, Mutual Funds, Financial Markets, Securities, Equity Derivatives, Bloomberg Terminal, Investment Management, Trading, Swaps, FX Options, Structured Products, Credit Derivatives, Market Data, Investment Advisory, Due Diligence, Credit Analysis, Back Office, Operational Risk, Hedging, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
BSM, Business Administration and Management, General
Colby College 1994 — 1998
Fixed Income Investments April 2013 - Present
Western Asset Management February 2013 - April 2013
Fidelity Investments August 2012 - January 2013
Capital Group August 2005 - July 2009
Bank of America 1998 - 2005
Banc of America Securities May 1998 - August 2004
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Alternative Investments, Risk Management, Valuation, Fixed Income Analysis, Derivatives, Portfolio Management, Investments, Asset Management, Options, Bonds, Mutual Funds, Financial Markets, Securities, Equity Derivatives, Bloomberg Terminal, Investment Management, Trading, Swaps, FX Options, Structured Products, Credit Derivatives, Market Data, Investment Advisory, Due Diligence, Credit Analysis, Back Office, Operational Risk, Hedging, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
BSM, Business Administration and Management, General
Colby College 1994 — 1998
Delia Tarlea's Banc of America Securities Experience January 2006 - October 2009
Job Manager Production Services at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2008 - Present
Banc of America Securities January 2006 - October 2009
Banc of America Securities June 2002 - January 2005
Prudential Securities June 1999 - June 2002
Education
City University of New York-Hunter College
BNP Paribas October 2008 - Present
Banc of America Securities January 2006 - October 2009
Banc of America Securities June 2002 - January 2005
Prudential Securities June 1999 - June 2002
Education
City University of New York-Hunter College
Jeff Leone's Banc of America Securities Experience June 2004 - November 2005
Job AML Professional and Certified AML Specialist (CAMS)
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2013 - April 2015
J.P. Morgan Chase & Co. December 2012 - October 2013
Knight Capital Group July 2010 - December 2012
Citigroup-Morgan Stanley Smith Barney (MSSB) November 2005 - July 2010
Banc of America Securities June 2004 - November 2005
SG Fimat March 2003 - June 2004
NASD (now FINRA) March 2000 - March 2003
Skills
USA PATRIOT Act, KYC, Auditing, AML, Bank Secrecy Act, CIP, OFAC, Surveillance, Compliance, Due Diligence, Background Checks, FINRA, Fraud, Mantas, Actimize, World Check, Westlaw, Sanction, Investigations, BSA, Sanctions, Fraud Investigations, Managerial Experience, Lexis Nexis, Norkom, Choicepoint, Factiva
Education
City University of New York-Brooklyn College 1992 — 1997
Pershing, a BNY Mellon company October 2013 - April 2015
J.P. Morgan Chase & Co. December 2012 - October 2013
Knight Capital Group July 2010 - December 2012
Citigroup-Morgan Stanley Smith Barney (MSSB) November 2005 - July 2010
Banc of America Securities June 2004 - November 2005
SG Fimat March 2003 - June 2004
NASD (now FINRA) March 2000 - March 2003
Skills
USA PATRIOT Act, KYC, Auditing, AML, Bank Secrecy Act, CIP, OFAC, Surveillance, Compliance, Due Diligence, Background Checks, FINRA, Fraud, Mantas, Actimize, World Check, Westlaw, Sanction, Investigations, BSA, Sanctions, Fraud Investigations, Managerial Experience, Lexis Nexis, Norkom, Choicepoint, Factiva
Education
City University of New York-Brooklyn College 1992 — 1997
Scott Swenson's Banc of America Securities Experience January 2007 - November 2008
Job Investment Analyst at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments June 2014 - Present
MAST Capital Management November 2009 - August 2013
Bank of America November 2008 - November 2009
Banc of America Securities January 2007 - November 2008
Banc of America Securities May 2003 - December 2006
Salomon Smith Barney January 1998 - June 2001
Smith Barney April 1996 - January 1998
Smith Barney 1996 - 1997
Skills
Hedge Funds, Capital Markets, Credit, Investments, Leveraged Finance, Loans, Private Equity
Education
Columbia University - Columbia Business School 2002 — 2003
Dartmouth College 1991 — 1995
Sentinel Investments June 2014 - Present
MAST Capital Management November 2009 - August 2013
Bank of America November 2008 - November 2009
Banc of America Securities January 2007 - November 2008
Banc of America Securities May 2003 - December 2006
Salomon Smith Barney January 1998 - June 2001
Smith Barney April 1996 - January 1998
Smith Barney 1996 - 1997
Skills
Hedge Funds, Capital Markets, Credit, Investments, Leveraged Finance, Loans, Private Equity
Education
Columbia University - Columbia Business School 2002 — 2003
Dartmouth College 1991 — 1995
Arthur Staub's Banc of America Securities Experience 2004 - 2008
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Rumana Ahmed's Banc of America Securities Experience July 2005 - February 2008
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2013 - Present
Barclays Capital March 2008 - Present
Banc of America Securities July 2005 - February 2008
Skills
Derivatives, Options, Commodity, Financial Structuring, Financial Markets, Risk Management, Alternative Investments, Structured Finance, Financial Modeling
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2005
BA, Economics, Political Science
Bronx Science
Barclays Capital March 2013 - Present
Barclays Capital March 2008 - Present
Banc of America Securities July 2005 - February 2008
Skills
Derivatives, Options, Commodity, Financial Structuring, Financial Markets, Risk Management, Alternative Investments, Structured Finance, Financial Modeling
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2005
BA, Economics, Political Science
Bronx Science
Victor Waingort's Banc of America Securities Experience June 2006 - August 2009
Job Treasury Group at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group May 2014 - Present
Deutsche Bank Securities July 2010 - May 2014
Consultant August 2009 - July 2010
Banc of America Securities June 2006 - August 2009
Allen & Overy 2005 - 2006
Bear Stearns 2004 - 2005
Cadwalader, Wickersham & Taft LLP September 1999 - May 2004
Skills
Mergers
Education
Fordham Law School 1996 — 1999
Doctor of Law (J.D.)
City University of New York-Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Accounting
The Blackstone Group May 2014 - Present
Deutsche Bank Securities July 2010 - May 2014
Consultant August 2009 - July 2010
Banc of America Securities June 2006 - August 2009
Allen & Overy 2005 - 2006
Bear Stearns 2004 - 2005
Cadwalader, Wickersham & Taft LLP September 1999 - May 2004
Skills
Mergers
Education
Fordham Law School 1996 — 1999
Doctor of Law (J.D.)
City University of New York-Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Accounting
Dan McCollum's Banc of America Securities Experience 2006 - 2007
Job Managing Director at Brown University
Industry Investment Management
Experience
Brown University July 2013 - Present
Narragansett Management, L.P. 2008 - 2013
Banc of America Securities 2006 - 2007
Banc of America Securities 2003 - 2006
Deutsche Bank Securities 1996 - 2000
Skills
Leveraged Finance, Debt, Capital Markets, Equities, High Yield, Investments, Special Situations, Hedge Funds, Industry Analysis, Securities, Mezzanine, LBO, Private Placements, Structuring, Investment Banking, Private Equity, Valuation, Portfolio Management, Financial Modeling, Credit, Due Diligence, Capital Structure, Financial Analysis, Corporate Finance, Recapitalizations, Fixed Income, Credit Analysis, Alternative Investments, Origination, Securitization, Buyouts, Series 7, Asset Management, Bonds, Trading, Structured Finance, Mergers, Capital, DCF, Buy-side, Principal Investing, Deal Structuring, Equity Valuation, Value Investing, Deal Execution, Debt Structuring, Fundamental Research, Mergers & Acquisitions, Equity Research, Finance
Education
Columbia University - Columbia Business School 2002 — 2003
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Economics
Bush School
Brown University July 2013 - Present
Narragansett Management, L.P. 2008 - 2013
Banc of America Securities 2006 - 2007
Banc of America Securities 2003 - 2006
Deutsche Bank Securities 1996 - 2000
Skills
Leveraged Finance, Debt, Capital Markets, Equities, High Yield, Investments, Special Situations, Hedge Funds, Industry Analysis, Securities, Mezzanine, LBO, Private Placements, Structuring, Investment Banking, Private Equity, Valuation, Portfolio Management, Financial Modeling, Credit, Due Diligence, Capital Structure, Financial Analysis, Corporate Finance, Recapitalizations, Fixed Income, Credit Analysis, Alternative Investments, Origination, Securitization, Buyouts, Series 7, Asset Management, Bonds, Trading, Structured Finance, Mergers, Capital, DCF, Buy-side, Principal Investing, Deal Structuring, Equity Valuation, Value Investing, Deal Execution, Debt Structuring, Fundamental Research, Mergers & Acquisitions, Equity Research, Finance
Education
Columbia University - Columbia Business School 2002 — 2003
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Economics
Bush School
Bill Gellman's Banc of America Securities Experience January 2000 - July 2002
Job Partner Portfolio Manager at Bay Hill Capital Advisors
Industry Investment Management
Experience
Bay Hill Capital Advisors October 2012 - Present
Bay Hill Capital Management June 2007 - October 2012
Fort Hill Capital Management LLC March 2004 - October 2012
Banc of America Securities January 2000 - July 2002
Hull Trading Company February 1997 - July 1999
Skills
Hedge Funds, Trading, Portfolio Management, Options, Trading Strategies, Futures Trading, Managed Futures, Investment Management, Risk Management
Education
Colgate University 1991 — 1995
BA, Economics
Bay Hill Capital Advisors October 2012 - Present
Bay Hill Capital Management June 2007 - October 2012
Fort Hill Capital Management LLC March 2004 - October 2012
Banc of America Securities January 2000 - July 2002
Hull Trading Company February 1997 - July 1999
Skills
Hedge Funds, Trading, Portfolio Management, Options, Trading Strategies, Futures Trading, Managed Futures, Investment Management, Risk Management
Education
Colgate University 1991 — 1995
BA, Economics
Peyton Boswell's Banc of America Securities Experience 2002 - 2005
Job
Industry Renewables & Environment
Experience
EnterSolar August 2010 - Present
Fortistar Capital August 2009 - December 2010
RenewCo V.I. September 2008 - July 2009
Acadia Asset Management 2006 - 2008
Banc of America Securities 2002 - 2005
JPMorgan Chase 1994 - 2002
Skills
Renewable Energy, Photovoltaics, Private Equity, Energy, Business Strategy, Business Planning, Solar Energy, Project Finance, Cleantech, Strategy, Solar Thermal, Alternative Energy, Business Development, Due Diligence, Energy Efficiency, Sustainable Energy, Management, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2001
Master of Business Administration (MBA)
Cornell University 1989 — 1993
Bachelor of Arts (B.A.)
EnterSolar August 2010 - Present
Fortistar Capital August 2009 - December 2010
RenewCo V.I. September 2008 - July 2009
Acadia Asset Management 2006 - 2008
Banc of America Securities 2002 - 2005
JPMorgan Chase 1994 - 2002
Skills
Renewable Energy, Photovoltaics, Private Equity, Energy, Business Strategy, Business Planning, Solar Energy, Project Finance, Cleantech, Strategy, Solar Thermal, Alternative Energy, Business Development, Due Diligence, Energy Efficiency, Sustainable Energy, Management, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2001
Master of Business Administration (MBA)
Cornell University 1989 — 1993
Bachelor of Arts (B.A.)
Sumitha Chinnadurai's Banc of America Securities Experience October 2004 - August 2005
Job Experienced project Manager
Industry Computer Software
Matthew Collins, CFA's Banc of America Securities Experience June 2008 - August 2008
Job Director at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2012 - Present
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch August 2009 - February 2012
Banc of America Securities June 2008 - August 2008
AAI Services Inc. August 2003 - March 2007
Medical University of South Carolina January 2002 - August 2002
Skills
Software Development, C++, Perl, VBA, Microsoft Excel, Financial Modeling, Stable Value, BondEdge, Charles River IMS, Data Analysis, Investments, Structured Finance
Education
Wake Forest University 2007 — 2009
MBA, Finance, Operations Management
College of Charleston 1997 — 2003
B.S., Mathematics and Computer Science
Bank of Tokyo-Mitsubishi UFJ June 2012 - Present
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch August 2009 - February 2012
Banc of America Securities June 2008 - August 2008
AAI Services Inc. August 2003 - March 2007
Medical University of South Carolina January 2002 - August 2002
Skills
Software Development, C++, Perl, VBA, Microsoft Excel, Financial Modeling, Stable Value, BondEdge, Charles River IMS, Data Analysis, Investments, Structured Finance
Education
Wake Forest University 2007 — 2009
MBA, Finance, Operations Management
College of Charleston 1997 — 2003
B.S., Mathematics and Computer Science
Clarence Capio's Banc of America Securities Experience August 2006 - September 2008
Job Vice President BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2008 - Present
Banc of America Securities August 2006 - September 2008
Miller Tabak January 2004 - August 2006
Devry Institute of Technology 1999 - 2001
Skills
Application Support, Trading Systems, Equities, Production Support, Fixed Income, Prime Brokerage, Business Analysis, Equity Derivatives, Investment Banking, Swaps, Electronic Trading, Derivatives, Credit Derivatives, Middle Office, Securities Lending
Education
DeVry University 1998 — 2001
BS, CIS
City University of New York-Hunter College 1996 — 1998
BNP Paribas October 2008 - Present
Banc of America Securities August 2006 - September 2008
Miller Tabak January 2004 - August 2006
Devry Institute of Technology 1999 - 2001
Skills
Application Support, Trading Systems, Equities, Production Support, Fixed Income, Prime Brokerage, Business Analysis, Equity Derivatives, Investment Banking, Swaps, Electronic Trading, Derivatives, Credit Derivatives, Middle Office, Securities Lending
Education
DeVry University 1998 — 2001
BS, CIS
City University of New York-Hunter College 1996 — 1998
Ken Chapman's Banc of America Securities Experience 2005 - 2008
Job Managing Director for Bridgewater Associates at BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2011 - Present
Bridgewater Associates May 2008 - March 2012
Banc of America Securities 2005 - 2008
JP Morgan 2003 - 2005
UBS Investment Bank 1998 - 2003
US Army June 1990 - July 1998
Skills
Asset Management, Business Analysis, Capital Markets, Derivatives, Disaster Recovery, Electronic Trading, Equities, Fixed Income, Hedge Funds, IT Management, IT Service Management, IT Strategy, Investment Banking, Management, Portfolio Management, Project Management, Risk Management, Service Delivery, Service Management, Trading Systems, Vendor Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Economics/Mathematics
BNY Mellon December 2011 - Present
Bridgewater Associates May 2008 - March 2012
Banc of America Securities 2005 - 2008
JP Morgan 2003 - 2005
UBS Investment Bank 1998 - 2003
US Army June 1990 - July 1998
Skills
Asset Management, Business Analysis, Capital Markets, Derivatives, Disaster Recovery, Electronic Trading, Equities, Fixed Income, Hedge Funds, IT Management, IT Service Management, IT Strategy, Investment Banking, Management, Portfolio Management, Project Management, Risk Management, Service Delivery, Service Management, Trading Systems, Vendor Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Economics/Mathematics
Tom McManus's Banc of America Securities Experience 1999 - 2008
Job Investment Strategist
Industry Financial Services
Experience
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Mindy Aviles (Kelly)'s Banc of America Securities Experience 2000 - 2003
Job Financial services professional with extensive capital markets, corporate finance and sales experience
Industry Financial Services
Experience
Mizuho Bank April 2007 - December 2013
Macquarie Bank 2005 - 2006
Deutsche Bank 2003 - 2005
Banc of America Securities 2000 - 2003
Federated Investors 1998 - 2000
Brown Brothers Harriman 1997 - 1998
Chemical Bank 1989 - 1994
Skills
Capital Markets, Fixed Income, Financial Structuring, Structured Finance, Financial Modeling, Corporate Finance, Structured Products, Private Placements, Derivatives, Investments, Valuation, Equities, Project Finance, Securities, Due Diligence, Investment Banking, Credit Analysis, Banking, Leveraged Finance, Bonds, Portfolio Management, Securitization, Investment Management, Credit, Mergers & Acquisitions, Financial Markets, Trading, Interest Rate..., Credit Risk, Debt Restructuring, Mezzanine, Venture Capital, Loan Origination, Options
Education
Columbia University - School of International and Public Affairs 1995 — 1996
Masters, International Finance; International Economic Policy
Columbia University, Columbia College 1985 — 1989
BA, Economics
Mizuho Bank April 2007 - December 2013
Macquarie Bank 2005 - 2006
Deutsche Bank 2003 - 2005
Banc of America Securities 2000 - 2003
Federated Investors 1998 - 2000
Brown Brothers Harriman 1997 - 1998
Chemical Bank 1989 - 1994
Skills
Capital Markets, Fixed Income, Financial Structuring, Structured Finance, Financial Modeling, Corporate Finance, Structured Products, Private Placements, Derivatives, Investments, Valuation, Equities, Project Finance, Securities, Due Diligence, Investment Banking, Credit Analysis, Banking, Leveraged Finance, Bonds, Portfolio Management, Securitization, Investment Management, Credit, Mergers & Acquisitions, Financial Markets, Trading, Interest Rate..., Credit Risk, Debt Restructuring, Mezzanine, Venture Capital, Loan Origination, Options
Education
Columbia University - School of International and Public Affairs 1995 — 1996
Masters, International Finance; International Economic Policy
Columbia University, Columbia College 1985 — 1989
BA, Economics
Roger Conner's Banc of America Securities Experience 2006 - 2008
Job Private Equity Team Leader at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP 2011 - Present
Bloomberg LP 2009 - 2011
M3 Capital Partners 2008 - 2009
Banc of America Securities 2006 - 2008
The White House - Executive Office of the President - National Economic Council 2006 - 2006
Skills
Capital Raising, Financial Modeling, Private Equity, Real Estate, Bloomberg, Equities, Investment Banking, Real Estate Private..., Valuation, Finance, Banking, Asset Management, Investment Properties, Capital Markets, Investments, Emerging Markets, Portfolio Management, Hedge Funds, Corporate Finance, Financial Analysis, Bloomberg Terminal
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and Real Estate
Georgetown University - The McDonough School of Business
BSBA, Finance and International Business
University of Oxford
Comparative Strategic Management Program
Bloomberg LP 2011 - Present
Bloomberg LP 2009 - 2011
M3 Capital Partners 2008 - 2009
Banc of America Securities 2006 - 2008
The White House - Executive Office of the President - National Economic Council 2006 - 2006
Skills
Capital Raising, Financial Modeling, Private Equity, Real Estate, Bloomberg, Equities, Investment Banking, Real Estate Private..., Valuation, Finance, Banking, Asset Management, Investment Properties, Capital Markets, Investments, Emerging Markets, Portfolio Management, Hedge Funds, Corporate Finance, Financial Analysis, Bloomberg Terminal
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and Real Estate
Georgetown University - The McDonough School of Business
BSBA, Finance and International Business
University of Oxford
Comparative Strategic Management Program
Anthony Latuja's Banc of America Securities Experience 1998 - 2000
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Doshi Consulting Solutions 2012 - January 2014
BNY Mellon 2009 - 2010
BNP Paribas 2003 - 2009
ZURICH CAPITAL MARKETS (NYC) 2002 - 2003
Morgan Stanley 2000 - 2002
Banc of America Securities 1998 - 2000
Morgan Stanley 1986 - 1998
Skills
Prime Brokerage, Client Service, Derivatives, MBS, Hedge Funds, Alternative Investments, Equities, Fund Administration, Equity Derivatives, Fixed Income, Settlement
Education
DeVry University 2009 — 2011
Associate in Applied Science, Accounting
City University of New York-College of Staten Island 1981 — 1983
University at Buffalo 1980 — 1981
New Dorp High School 1980 — 1980
JPMorgan Chase January 2014 - Present
Doshi Consulting Solutions 2012 - January 2014
BNY Mellon 2009 - 2010
BNP Paribas 2003 - 2009
ZURICH CAPITAL MARKETS (NYC) 2002 - 2003
Morgan Stanley 2000 - 2002
Banc of America Securities 1998 - 2000
Morgan Stanley 1986 - 1998
Skills
Prime Brokerage, Client Service, Derivatives, MBS, Hedge Funds, Alternative Investments, Equities, Fund Administration, Equity Derivatives, Fixed Income, Settlement
Education
DeVry University 2009 — 2011
Associate in Applied Science, Accounting
City University of New York-College of Staten Island 1981 — 1983
University at Buffalo 1980 — 1981
New Dorp High School 1980 — 1980
Donald Laing's Banc of America Securities Experience 2005 - Present
Job Principal, Equity Client Analytics at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities 2005 - Present
Computer Horizons 2004 - 2005
Credit Suisse First Boston 1994 - 2003
Credit Suisse 1994 - 2003
Furman Selz Inc 1991 - 1994
First Albany Capital 1987 - 1989
EF Hutton 1980 - 1987
Education
Columbia University - Columbia Business School 1989 — 1991
MA, Management, Operations, International Business
Yale University 1976 — 1980
BA, Economics, Russian and East European Studies
Banc of America Securities 2005 - Present
Computer Horizons 2004 - 2005
Credit Suisse First Boston 1994 - 2003
Credit Suisse 1994 - 2003
Furman Selz Inc 1991 - 1994
First Albany Capital 1987 - 1989
EF Hutton 1980 - 1987
Education
Columbia University - Columbia Business School 1989 — 1991
MA, Management, Operations, International Business
Yale University 1976 — 1980
BA, Economics, Russian and East European Studies
Suzanne Matthews's Banc of America Securities Experience January 1998 - April 2001
Job Director, Center for Financial and Economic Education
Industry Financial Services
Experience
Westchester Community College May 2011 - Present
Finance in Focus Consulting 2007 - 2011
HSBC Securities September 2002 - December 2006
Banc of America Securities January 1998 - April 2001
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
University of Michigan 1963 — 1967
B.A.
Westchester Community College May 2011 - Present
Finance in Focus Consulting 2007 - 2011
HSBC Securities September 2002 - December 2006
Banc of America Securities January 1998 - April 2001
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
University of Michigan 1963 — 1967
B.A.
Jibu Koshy's Banc of America Securities Experience 2004 - 2009
Job Principal Consultant at Infosys
Industry Information Technology and Services
Experience
Infosys 2007 - Present
Banc of America Securities 2004 - 2009
Goldman Sachs 1999 - 2004
Education
Christ Nagar
College of Engineering, Trivandrum
Infosys 2007 - Present
Banc of America Securities 2004 - 2009
Goldman Sachs 1999 - 2004
Education
Christ Nagar
College of Engineering, Trivandrum
David Glaser's Banc of America Securities Experience June 2008 - December 2008
Job Chief Operating Officer of Global Corporate and Investment Bank at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch January 2009 - September 2010
Banc of America Securities June 2008 - December 2008
Bear Stearns February 1985 - June 2008
Education
Columbia College (NY)
AB
Lexington High School
Lexington High School
The University of Chicago Booth School of Business
MBA
University of Chicago Law School
JD
Bank of America Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch January 2009 - September 2010
Banc of America Securities June 2008 - December 2008
Bear Stearns February 1985 - June 2008
Education
Columbia College (NY)
AB
Lexington High School
Lexington High School
The University of Chicago Booth School of Business
MBA
University of Chicago Law School
JD
Ari Klein's Banc of America Securities Experience May 2005 - April 2009
Job Equity Research Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2005 - April 2009
Global Communications Services (GCS) 2004 - 2005
Skills
Financial Modeling, Analysis, Equities, Financial Analysis
Education
City University of New York-Brooklyn College 2001 — 2004
BS
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2005 - April 2009
Global Communications Services (GCS) 2004 - 2005
Skills
Financial Modeling, Analysis, Equities, Financial Analysis
Education
City University of New York-Brooklyn College 2001 — 2004
BS
Robert P. Ryan, CFA's Banc of America Securities Experience May 1999 - February 2003
Job Sellside equity research analyst
Industry Investment Management
Experience
Wells Fargo Securities September 2014 - Present
UBS Investment Bank August 2010 - May 2014
CJI Capital Markets, Inc. December 2009 - May 2010
Merrill Lynch February 2003 - July 2008
Banc of America Securities May 1999 - February 2003
Skills
Equity Research, Insurance, Equities, Valuation, Capital Markets, Financial Modeling, Investments, Stocks, Corporate Finance, Series 7, Financial Analysis, Capital Management, Derivatives, Microsoft Office, PowerPoint, CPA, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
DePaul University 1989 — 1991
MS, Accounting
Cornell University 1984 — 1988
BS, Hotel Administration
Wells Fargo Securities September 2014 - Present
UBS Investment Bank August 2010 - May 2014
CJI Capital Markets, Inc. December 2009 - May 2010
Merrill Lynch February 2003 - July 2008
Banc of America Securities May 1999 - February 2003
Skills
Equity Research, Insurance, Equities, Valuation, Capital Markets, Financial Modeling, Investments, Stocks, Corporate Finance, Series 7, Financial Analysis, Capital Management, Derivatives, Microsoft Office, PowerPoint, CPA, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
DePaul University 1989 — 1991
MS, Accounting
Cornell University 1984 — 1988
BS, Hotel Administration
Nicole Kuhnke's Banc of America Securities Experience 2005 - 2008
Job Analyst
Industry Utilities
Experience
Siemens October 2014 - Present
BNP Paribas October 2008 - November 2009
Banc of America Securities 2005 - 2008
Skills
Hedge Funds, Equities, Bloomberg, Private Equity, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Derivatives, Investments, Alternative Investments, Portfolio Management, Management, Asset Management, Due Diligence, Financial Analysis, Valuation, Risk Management
Education
Columbia University - School of International and Public Affairs 2004 — 2005
MA in Climate and Society, Climate and Ecomonics
Columbia University in the City of New York 2004 — 2005
M.A., "Climate and Society"
The University of Chicago 2000 — 2004
B.A, "Law, Letters and Society" and "Environmental Studies"
Siemens October 2014 - Present
BNP Paribas October 2008 - November 2009
Banc of America Securities 2005 - 2008
Skills
Hedge Funds, Equities, Bloomberg, Private Equity, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Derivatives, Investments, Alternative Investments, Portfolio Management, Management, Asset Management, Due Diligence, Financial Analysis, Valuation, Risk Management
Education
Columbia University - School of International and Public Affairs 2004 — 2005
MA in Climate and Society, Climate and Ecomonics
Columbia University in the City of New York 2004 — 2005
M.A., "Climate and Society"
The University of Chicago 2000 — 2004
B.A, "Law, Letters and Society" and "Environmental Studies"
Brian Chow's Banc of America Securities Experience 2006 - 2007
Job
Industry Hospitality
Experience
MGM Resorts International July 2014 - Present
Prestige 2013 - 2013
St. Cloud Capital 2007 - 2012
Banc of America Securities 2006 - 2007
Deloitte & Touche 2005 - 2006
Skills
Private Equity, Investment Banking, Financial Modeling, CPA, Auditing, Corporate Finance, Due Diligence, Mergers & Acquisitions, Business Development, Valuation, Financial Analysis, Investments
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Leventhal School of Accounting 2001 — 2005
Bachelor of Science (B.S.)
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (B.S.)
Harvard-Westlake School 1995 — 2001
MGM Resorts International July 2014 - Present
Prestige 2013 - 2013
St. Cloud Capital 2007 - 2012
Banc of America Securities 2006 - 2007
Deloitte & Touche 2005 - 2006
Skills
Private Equity, Investment Banking, Financial Modeling, CPA, Auditing, Corporate Finance, Due Diligence, Mergers & Acquisitions, Business Development, Valuation, Financial Analysis, Investments
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Leventhal School of Accounting 2001 — 2005
Bachelor of Science (B.S.)
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (B.S.)
Harvard-Westlake School 1995 — 2001
Amy Iliescu's Banc of America Securities Experience January 2009 - October 2009
Job VP, Retirement Solutions and Annuity Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Banc of America Securities January 2009 - October 2009
Bank of America January 2008 - January 2009
Bank of America April 2005 - January 2008
Putnam Investments November 1999 - April 2005
Skills
401k, Stocks, Retirement, Fixed Annuities
Education
Endicott College 2001 — 2003
MBA
Clark University 1995 — 1999
BA, Biology
Merrill Lynch October 2009 - Present
Banc of America Securities January 2009 - October 2009
Bank of America January 2008 - January 2009
Bank of America April 2005 - January 2008
Putnam Investments November 1999 - April 2005
Skills
401k, Stocks, Retirement, Fixed Annuities
Education
Endicott College 2001 — 2003
MBA
Clark University 1995 — 1999
BA, Biology
Sfurti Bhalja's Banc of America Securities Experience 2007 - 2008
Job Senior Consultant, NewVenture Accelerator at Deloitte
Industry Investment Banking
Experience
Deloitte June 2015 - Present
WPP May 2014 - June 2015
LexisNexis 2012 - 2013
LexisNexis 2010 - 2012
LexisNexis 2008 - 2010
Banc of America Securities 2007 - 2008
Banc of America Securities 2006 - 2007
Skills
Mergers, Investment Banking, Mergers & Acquisitions, Business Development, Financial Modeling, Valuation, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Corporate Development, Financial Analysis, Strategy, Emerging Markets, M&A experience, Business Strategy
Education
Columbia Business School
MBA
New York University - Leonard N. Stern School of Business
B.S., Finance/Economics
Deloitte June 2015 - Present
WPP May 2014 - June 2015
LexisNexis 2012 - 2013
LexisNexis 2010 - 2012
LexisNexis 2008 - 2010
Banc of America Securities 2007 - 2008
Banc of America Securities 2006 - 2007
Skills
Mergers, Investment Banking, Mergers & Acquisitions, Business Development, Financial Modeling, Valuation, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Corporate Development, Financial Analysis, Strategy, Emerging Markets, M&A experience, Business Strategy
Education
Columbia Business School
MBA
New York University - Leonard N. Stern School of Business
B.S., Finance/Economics
Greg Gruber's Banc of America Securities Experience July 1998 - May 2001
Job Director Wholesale Counterparty Credit Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Barclays Bank PLC May 2004 - May 2013
Dresdner Kleinwort Wasserstein May 2001 - May 2004
Banc of America Securities July 1998 - May 2001
Salomon Smith Barney June 1996 - June 1998
Skills
Hedge Funds, Counterparty Risk, Credit Risk, Risk Management, Funding, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Structured Products, Investment Banking, Equity Derivatives, Structured Finance, Swaps, FX Options, Bloomberg, Securitization, Alternative Investments, Equities, Credit Analysis, Private Equity, Hedging, Credit, Prime Brokerage
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master of Arts (MA), Political Economy
Tufts University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Securities June 2013 - Present
Barclays Bank PLC May 2004 - May 2013
Dresdner Kleinwort Wasserstein May 2001 - May 2004
Banc of America Securities July 1998 - May 2001
Salomon Smith Barney June 1996 - June 1998
Skills
Hedge Funds, Counterparty Risk, Credit Risk, Risk Management, Funding, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Structured Products, Investment Banking, Equity Derivatives, Structured Finance, Swaps, FX Options, Bloomberg, Securitization, Alternative Investments, Equities, Credit Analysis, Private Equity, Hedging, Credit, Prime Brokerage
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master of Arts (MA), Political Economy
Tufts University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Dimitri Fernando's Banc of America Securities Experience June 2008 - August 2011
Job MBA focused on the intersection of Media and Tech
Industry Entertainment
Experience
The Walt Disney Company September 2015 - Present
Viacom International Media Networks June 2015 - Present
Gershon Media December 2014 - June 2015
Bank of America Merrill Lynch July 2011 - 2014
Banc of America Securities June 2008 - August 2011
Banc of America Securities June 2007 - September 2007
American Express June 2006 - August 2006
American Express June 2005 - September 2005
Young & Rubicam June 2004 - September 2004
Skills
Capital Markets, Equities, Financial Modeling, Valuation, Bloomberg, DCF, Equity Research, Investment Banking, Fixed Income, Convertible Securities, Alternative Investments, Private Equity, Interactive..., Digital Media, Financial Analysis, Video Games, Corporate Finance, Bloomberg Terminal, Series 7, Series 63, Economics, Technology
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Media, Technology and Marketing
The Johns Hopkins University 2004 — 2008
BA, Economics
The Walt Disney Company September 2015 - Present
Viacom International Media Networks June 2015 - Present
Gershon Media December 2014 - June 2015
Bank of America Merrill Lynch July 2011 - 2014
Banc of America Securities June 2008 - August 2011
Banc of America Securities June 2007 - September 2007
American Express June 2006 - August 2006
American Express June 2005 - September 2005
Young & Rubicam June 2004 - September 2004
Skills
Capital Markets, Equities, Financial Modeling, Valuation, Bloomberg, DCF, Equity Research, Investment Banking, Fixed Income, Convertible Securities, Alternative Investments, Private Equity, Interactive..., Digital Media, Financial Analysis, Video Games, Corporate Finance, Bloomberg Terminal, Series 7, Series 63, Economics, Technology
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Media, Technology and Marketing
The Johns Hopkins University 2004 — 2008
BA, Economics
Ihsan Essaid's Banc of America Securities Experience October 2002 - June 2008
Job Media Telecom M&A at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
James Ronan's Banc of America Securities Experience August 1998 - March 2002
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2002 - Present
Banc of America Securities August 1998 - March 2002
Ronan & Holmes PC June 1990 - August 1998
Education
King's College London 1986 — 1987
LL.M, International Law
Suffolk University Law School 1983 — 1986
J.D.
College of the Holy Cross 1979 — 1983
B. A., Political Science
Morgan Stanley March 2002 - Present
Banc of America Securities August 1998 - March 2002
Ronan & Holmes PC June 1990 - August 1998
Education
King's College London 1986 — 1987
LL.M, International Law
Suffolk University Law School 1983 — 1986
J.D.
College of the Holy Cross 1979 — 1983
B. A., Political Science
Brooks Kaufman's Banc of America Securities Experience May 2007 - May 2009
Job Investment Director at Industry Funds Management (US), LLC
Industry Investment Management
Experience
Industry Funds Management (US), LLC August 2010 - Present
Soltage LLC May 2009 - August 2010
Banc of America Securities May 2007 - May 2009
Fieldstone Private Capital Group April 2004 - May 2007
Mirant Corporation October 1995 - April 2003
JP Morgan June 1993 - October 1995
Skills
Investment Banking, Project Finance, Corporate Finance, Business Development, Joint Ventures, Investments, Energy, Private Equity, Mergers & Acquisitions, Venture Capital, Structured Finance, Valuation, Financial Modeling, Due Diligence, Capital Markets, Asset Management, Strategic Planning, Financial Analysis, Renewable Energy, Finance, Financial Structuring, Risk Management, Business Valuation, Equities
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Accounting and Finance
Colgate University 1989 — 1993
BA, English, Poltical Science and Economics
Industry Funds Management (US), LLC August 2010 - Present
Soltage LLC May 2009 - August 2010
Banc of America Securities May 2007 - May 2009
Fieldstone Private Capital Group April 2004 - May 2007
Mirant Corporation October 1995 - April 2003
JP Morgan June 1993 - October 1995
Skills
Investment Banking, Project Finance, Corporate Finance, Business Development, Joint Ventures, Investments, Energy, Private Equity, Mergers & Acquisitions, Venture Capital, Structured Finance, Valuation, Financial Modeling, Due Diligence, Capital Markets, Asset Management, Strategic Planning, Financial Analysis, Renewable Energy, Finance, Financial Structuring, Risk Management, Business Valuation, Equities
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Accounting and Finance
Colgate University 1989 — 1993
BA, English, Poltical Science and Economics
Joe Cocivera's Banc of America Securities Experience July 2005 - October 2008
Job Financial Services Consultant
Industry Banking
Experience
Knowledgent September 2014 - Present
Merrill Lynch November 2013 - September 2014
EMC 2009 - 2013
Oakbrook Solutions October 2007 - September 2009
Banc of America Securities July 2005 - October 2008
iGATE Global Solutions April 1996 - July 2007
Skills
Team Building, Strategic Planning, Financial Services, Business Process..., Vendor Management, Project Management, SDLC, Integration, Requirements Analysis, Business Process, Back Office, Analysis, Business Requirements, Banking, MS Project, PMO, Management, PMP, Cross-functional Team..., Software Documentation, Portfolio Management, Leadership, Finance, Securities, Enterprise Software, Risk Management, Business Process..., Trading, Quality Assurance, Testing, Project Planning, Requirements Gathering, Business Intelligence, Project Portfolio..., IT Strategy, Software Project..., Business Analysis, Outsourcing
Education
City University of New York-Brooklyn College 1976 — 1980
Accounting
Knowledgent September 2014 - Present
Merrill Lynch November 2013 - September 2014
EMC 2009 - 2013
Oakbrook Solutions October 2007 - September 2009
Banc of America Securities July 2005 - October 2008
iGATE Global Solutions April 1996 - July 2007
Skills
Team Building, Strategic Planning, Financial Services, Business Process..., Vendor Management, Project Management, SDLC, Integration, Requirements Analysis, Business Process, Back Office, Analysis, Business Requirements, Banking, MS Project, PMO, Management, PMP, Cross-functional Team..., Software Documentation, Portfolio Management, Leadership, Finance, Securities, Enterprise Software, Risk Management, Business Process..., Trading, Quality Assurance, Testing, Project Planning, Requirements Gathering, Business Intelligence, Project Portfolio..., IT Strategy, Software Project..., Business Analysis, Outsourcing
Education
City University of New York-Brooklyn College 1976 — 1980
Accounting
Jeremy Berman's Banc of America Securities Experience 2005 - 2007
Job Portfolio Manager RiverPark Structural Alpha Fund at RiverPark Funds
Industry Financial Services
Experience
RiverPark Funds July 2013 - Present
Wavecrest Asset Management 2008 - Present
Morgan Stanley 2007 - 2008
Banc of America Securities 2005 - 2007
JP Morgan 1999 - 2005
Skills
Hedge Funds, Equities, Capital Markets, Wealth Management, Derivatives, Private Equity, Structured Products, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Investments, Mutual Funds, Options, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Haverford College 1994 — 1998
RiverPark Funds July 2013 - Present
Wavecrest Asset Management 2008 - Present
Morgan Stanley 2007 - 2008
Banc of America Securities 2005 - 2007
JP Morgan 1999 - 2005
Skills
Hedge Funds, Equities, Capital Markets, Wealth Management, Derivatives, Private Equity, Structured Products, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Investments, Mutual Funds, Options, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Haverford College 1994 — 1998
Elizabeth Nguyen's Banc of America Securities Experience June 2006 - August 2006
Job Interventional Spine and Sports Physician at NY Orthopedics
Industry Hospital & Health Care
Experience
NY Orthopedics September 2014 - Present
Lenox Hill Hospital September 2014 - Present
Hospital for Special Surgery August 2013 - July 2014
New York Presbyterian Hospital - Columbia and Cornell Universities July 2012 - June 2013
New York Presbyterian Hospital - Columbia and Cornell Universities July 2010 - June 2012
St. Luke's-Roosevelt Hospital June 2009 - June 2010
Banc of America Securities June 2006 - August 2006
Skills
Board Certified, Medical Education, Physical Medicine, Sports Medicine, Clinical Research, Healthcare, Hospitals, Healthcare Information...
Education
Columbia University College of Physicians and Surgeons 2005 — 2009
MD, Medicine
Massachusetts Institute of Technology 2001 — 2005
BS, Biology
NY Orthopedics September 2014 - Present
Lenox Hill Hospital September 2014 - Present
Hospital for Special Surgery August 2013 - July 2014
New York Presbyterian Hospital - Columbia and Cornell Universities July 2012 - June 2013
New York Presbyterian Hospital - Columbia and Cornell Universities July 2010 - June 2012
St. Luke's-Roosevelt Hospital June 2009 - June 2010
Banc of America Securities June 2006 - August 2006
Skills
Board Certified, Medical Education, Physical Medicine, Sports Medicine, Clinical Research, Healthcare, Hospitals, Healthcare Information...
Education
Columbia University College of Physicians and Surgeons 2005 — 2009
MD, Medicine
Massachusetts Institute of Technology 2001 — 2005
BS, Biology
Christine Frank's Banc of America Securities Experience 1998 - 2001
Job Investment Banker in TMT
Industry Financial Services
Experience
Waller Capital 2012 - Present
Songdish 2012 - Present
C3 Metrics October 2009 - Present
Compass Advisers 2010 - 2012
CIT 2006 - 2009
BMO Capital Markets 2002 - 2005
Banc of America Securities 1998 - 2001
Bear Stearns 1993 - 1998
The Chase Manhattan Bank 1990 - 1993
Skills
M&A experience, Corporate Development, Private Equity, Leveraged Finance, Underwriting, Corporate Finance, Venture Capital, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Finance, Start-ups, Investment Banking, Strategic Partnerships, Management, Entrepreneurship, Valuation, Financial Services, Restructuring, Investor Relations, Financial Modeling, Due Diligence, Executive Management, Emerging Markets, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
BA, Communications
Waller Capital 2012 - Present
Songdish 2012 - Present
C3 Metrics October 2009 - Present
Compass Advisers 2010 - 2012
CIT 2006 - 2009
BMO Capital Markets 2002 - 2005
Banc of America Securities 1998 - 2001
Bear Stearns 1993 - 1998
The Chase Manhattan Bank 1990 - 1993
Skills
M&A experience, Corporate Development, Private Equity, Leveraged Finance, Underwriting, Corporate Finance, Venture Capital, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Finance, Start-ups, Investment Banking, Strategic Partnerships, Management, Entrepreneurship, Valuation, Financial Services, Restructuring, Investor Relations, Financial Modeling, Due Diligence, Executive Management, Emerging Markets, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
BA, Communications
Sam Little's Banc of America Securities Experience January 2005 - February 2009
Job at Ally Financial
Industry Financial Services
Experience
Ally Financial Inc. June 2009 - Present
Banc of America Securities January 2005 - February 2009
Bank of America July 2002 - January 2005
Education
Clemson University 1997 — 2001
BS Economics
Clemson University - College of Business and Behavioral Science 1997 — 2001
BS Economics, Finance
Ally Financial Inc. June 2009 - Present
Banc of America Securities January 2005 - February 2009
Bank of America July 2002 - January 2005
Education
Clemson University 1997 — 2001
BS Economics
Clemson University - College of Business and Behavioral Science 1997 — 2001
BS Economics, Finance
Michael Frenz's Banc of America Securities Experience 2003 - 2004
Job Vice President – Real Estate Investment Banking at FBR
Industry Investment Banking
Experience
FBR 2014 - Present
Centerboard Group 2009 - 2013
Accelerated Oil Technologies (joint venture with KKR) 2009 - 2013
Goldman Sachs 2005 - 2008
Groton Partners 2004 - 2005
Banc of America Securities 2003 - 2004
Goldman Sachs 2001 - 2002
Merrill Lynch 1996 - 1999
Skills
Investment Banking, Private Equity, Principal Investing, Corporate Strategy, Asset Management, Valuation, Corporate Finance, Capital Markets, Merchant Banking, Financial Structuring, Financial Modeling, Mergers & Acquisitions, LBO, Equities, IPO, 144A, Joint Ventures, Due Diligence, Fairness Opinions, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Finance, summa cum laude
FBR 2014 - Present
Centerboard Group 2009 - 2013
Accelerated Oil Technologies (joint venture with KKR) 2009 - 2013
Goldman Sachs 2005 - 2008
Groton Partners 2004 - 2005
Banc of America Securities 2003 - 2004
Goldman Sachs 2001 - 2002
Merrill Lynch 1996 - 1999
Skills
Investment Banking, Private Equity, Principal Investing, Corporate Strategy, Asset Management, Valuation, Corporate Finance, Capital Markets, Merchant Banking, Financial Structuring, Financial Modeling, Mergers & Acquisitions, LBO, Equities, IPO, 144A, Joint Ventures, Due Diligence, Fairness Opinions, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Finance, summa cum laude
Lynne Wertz's Banc of America Securities Experience 1995 - 2015
Job Risk Management Financial Services Professional
Industry Banking
Experience
Banc of America Securities 1995 - 2015
GE Capital Corporation 1986 - 1995
Education
Colgate University
Bachelor's degree, Mathematics
Harvard Business School
Master of Business Administration (MBA)
Banc of America Securities 1995 - 2015
GE Capital Corporation 1986 - 1995
Education
Colgate University
Bachelor's degree, Mathematics
Harvard Business School
Master of Business Administration (MBA)
Joseph Pizzarelli's Banc of America Securities Experience May 2005 - April 2009
Job Chief Operating Officer at Desert Wind Studios LLC
Industry Financial Services
Experience
Desert Wind Studios LLC September 2012 - Present
Desert Wind Films October 2012 - Present
Cortview Capital Holdings Inc February 2011 - May 2011
Chapdelaine Credit Partners May 2010 - February 2011
Banc of America Securities May 2005 - April 2009
Lehman Brothers 1993 - 2003
Willkie Farr & Gallagher LLP 1990 - 1993
Skills
Credit, Liquidity, Funding, Rates, Fixed Income, Equities, Debt, Bonds, Cash Management, Financial Markets, Back Office, Series 7, Treasury Management, Securities, Cash, Financial Services
Education
Colgate University 1986 — 1990
BA, Political Science
Desert Wind Studios LLC September 2012 - Present
Desert Wind Films October 2012 - Present
Cortview Capital Holdings Inc February 2011 - May 2011
Chapdelaine Credit Partners May 2010 - February 2011
Banc of America Securities May 2005 - April 2009
Lehman Brothers 1993 - 2003
Willkie Farr & Gallagher LLP 1990 - 1993
Skills
Credit, Liquidity, Funding, Rates, Fixed Income, Equities, Debt, Bonds, Cash Management, Financial Markets, Back Office, Series 7, Treasury Management, Securities, Cash, Financial Services
Education
Colgate University 1986 — 1990
BA, Political Science
Eugene Blank's Banc of America Securities Experience September 2005 - February 2009
Job AVP, Collateral Management at Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2009 - Present
Banc of America Securities September 2005 - February 2009
Education
City University of New York-Brooklyn College 2001 — 2005
Computer Science
Deutsche Bank April 2009 - Present
Banc of America Securities September 2005 - February 2009
Education
City University of New York-Brooklyn College 2001 — 2005
Computer Science
David Carlisle's Banc of America Securities Experience February 1999 - June 2001
Job Director, Commercial Real Estate Underwriter at Capital One
Industry Banking
Experience
Capital One January 2010 - Present
Perennial Investments April 2006 - September 2008
Citigroup March 2003 - March 2006
Banc of America Securities February 1999 - June 2001
Citigroup April 1997 - January 1999
Banc of America Securities July 1994 - April 1997
Skills
REITs, Securitization, Investments, Portfolio Management, Equities, Commercial Real Estate, Real Estate Finance, Underwriting, Financial Structuring, Real Estate Economics, Asset Managment, Investment Banking, Structured Finance, Loans, Credit, Credit Analysis, REIT, Asset Management, Financial Modeling, Valuation, Finance
Education
Columbia University in the City of New York 2001 — 2003
Physics, Chemistry
University of North Carolina at Chapel Hill 1990 — 1994
B.A., Economics, History
Capital One January 2010 - Present
Perennial Investments April 2006 - September 2008
Citigroup March 2003 - March 2006
Banc of America Securities February 1999 - June 2001
Citigroup April 1997 - January 1999
Banc of America Securities July 1994 - April 1997
Skills
REITs, Securitization, Investments, Portfolio Management, Equities, Commercial Real Estate, Real Estate Finance, Underwriting, Financial Structuring, Real Estate Economics, Asset Managment, Investment Banking, Structured Finance, Loans, Credit, Credit Analysis, REIT, Asset Management, Financial Modeling, Valuation, Finance
Education
Columbia University in the City of New York 2001 — 2003
Physics, Chemistry
University of North Carolina at Chapel Hill 1990 — 1994
B.A., Economics, History
Cheryl Neff's Banc of America Securities Experience July 1983 - December 2001
Job Managing Director at US Bank
Industry Investment Banking
Experience
US Bank October 2010 - Present
Bear Stearns April 2002 - November 2007
Banc of America Securities July 1983 - December 2001
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
University of Pennsylvania
BA, Economics
US Bank October 2010 - Present
Bear Stearns April 2002 - November 2007
Banc of America Securities July 1983 - December 2001
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
University of Pennsylvania
BA, Economics
Timothy Higgins's Banc of America Securities Experience June 2007 - June 2009
Job Vice President, Securities Division Talent Acquistion
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Vettery (Orange Street Group Merged Into Vettery) July 2013 - August 2015
Wells Fargo Securities July 2009 - July 2013
Banc of America Securities June 2007 - June 2009
Skills
Social Networking, Bloomberg, Alternative Investments, Capital Markets, Asset Management, Hedge Funds, Equity Capital Markets, Valuation, Exceptional People..., Investment Banking, Equities, Fixed Income, Management, Financial Modeling, Talent Management, Series 7, Recruiting, Financial Analysis
Education
College of the Holy Cross 2003 — 2007
The Lawrenceville School 2002 — 2003
High School
Iona Preparatory School 1998 — 2002
High School
Goldman Sachs September 2015 - Present
Vettery (Orange Street Group Merged Into Vettery) July 2013 - August 2015
Wells Fargo Securities July 2009 - July 2013
Banc of America Securities June 2007 - June 2009
Skills
Social Networking, Bloomberg, Alternative Investments, Capital Markets, Asset Management, Hedge Funds, Equity Capital Markets, Valuation, Exceptional People..., Investment Banking, Equities, Fixed Income, Management, Financial Modeling, Talent Management, Series 7, Recruiting, Financial Analysis
Education
College of the Holy Cross 2003 — 2007
The Lawrenceville School 2002 — 2003
High School
Iona Preparatory School 1998 — 2002
High School
Chris Dennison's Banc of America Securities Experience 2000 - 2005
Job Managed Accounts Product Development Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Fidelity Capital Markets January 2005 - July 2013
Banc of America Securities 2000 - 2005
Skills
Trading, Securities, Series 7, Series 63, Investments, Series 24, FINRA, Fixed Income, Wealth Management, Mutual Funds, Financial Services, Asset Management, Equities
Education
Clarkson University 1988 — 1992
BS, Economics & Psychology
Fidelity Investments July 2013 - Present
Fidelity Capital Markets January 2005 - July 2013
Banc of America Securities 2000 - 2005
Skills
Trading, Securities, Series 7, Series 63, Investments, Series 24, FINRA, Fixed Income, Wealth Management, Mutual Funds, Financial Services, Asset Management, Equities
Education
Clarkson University 1988 — 1992
BS, Economics & Psychology
Anita Li's Banc of America Securities Experience January 2000 - October 2006
Job Associate Director OTC Valuations at SS&C GlobeOp
Industry Financial Services
Experience
GlobeOp Financial Services 2006 - Present
JPMorgan Chase July 2010 - January 2011
GlobeOp Financial Services 2006 - July 2010
Banc of America Securities January 2000 - October 2006
Bear Stearns June 1999 - September 1999
Skills
Hedge Funds, Fixed Income, Credit Derivatives, Sales Operations, Bloomberg, Investment Banking, Back Office, Derivatives, Valuation, FX Options, Capital Markets, Financial Services, Banking, Swaps, Alternative Investments, Middle Office, Leadership, Equities, Equity Derivatives, Structured Products, Securities, Bonds, Prime Brokerage, Interest Rate..., Options
Education
City University of New York-Hunter College 1997 — 2001
Bachelor
GlobeOp Financial Services 2006 - Present
JPMorgan Chase July 2010 - January 2011
GlobeOp Financial Services 2006 - July 2010
Banc of America Securities January 2000 - October 2006
Bear Stearns June 1999 - September 1999
Skills
Hedge Funds, Fixed Income, Credit Derivatives, Sales Operations, Bloomberg, Investment Banking, Back Office, Derivatives, Valuation, FX Options, Capital Markets, Financial Services, Banking, Swaps, Alternative Investments, Middle Office, Leadership, Equities, Equity Derivatives, Structured Products, Securities, Bonds, Prime Brokerage, Interest Rate..., Options
Education
City University of New York-Hunter College 1997 — 2001
Bachelor
Thomas Fallon's Banc of America Securities Experience October 2006 - January 2009
Job Precious Metals Trader at HSBC
Industry Financial Services
Experience
HSBC October 2012 - Present
Engelhard Metals ltd July 2010 - September 2012
RBS Sempra Commodities June 2009 - May 2010
Banc of America Securities October 2006 - January 2009
Education
Colgate University 2002 — 2006
Bachelor, Political Science
HSBC October 2012 - Present
Engelhard Metals ltd July 2010 - September 2012
RBS Sempra Commodities June 2009 - May 2010
Banc of America Securities October 2006 - January 2009
Education
Colgate University 2002 — 2006
Bachelor, Political Science
Krishna Ram's Banc of America Securities Experience 2004 - 2008
Job Vice President
Industry Financial Services
Experience
RBS Greenwich Capital April 2012 - Present
Merrill Lynch October 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - May 2011
Banc of America Securities 2004 - 2008
Skills
Perl, Trading Systems, Oracle, Unix, Sybase, SQL, Java, Software Development, SDLC, Unix Shell Scripting, Agile Methodologies, Linux, JavaScript, Eclipse, Derivatives, Python, Equities, Investment Banking, SOA, Enterprise Architecture, C#
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Computer Science
RBS Greenwich Capital April 2012 - Present
Merrill Lynch October 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - May 2011
Banc of America Securities 2004 - 2008
Skills
Perl, Trading Systems, Oracle, Unix, Sybase, SQL, Java, Software Development, SDLC, Unix Shell Scripting, Agile Methodologies, Linux, JavaScript, Eclipse, Derivatives, Python, Equities, Investment Banking, SOA, Enterprise Architecture, C#
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Computer Science
Thomas Masterson's Banc of America Securities Experience April 2002 - February 2006
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Jason Neider's Banc of America Securities Experience 2005 - 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Stone Tower Capital 2007 - 2009
Morgan Stanley 2006 - 2007
Banc of America Securities 2005 - 2006
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Emory University 2001 — 2005
BBA
Morgan Stanley 2012 - Present
Stone Tower Capital 2007 - 2009
Morgan Stanley 2006 - 2007
Banc of America Securities 2005 - 2006
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Emory University 2001 — 2005
BBA
Kelly Chandler's Banc of America Securities Experience May 2005 - December 2005
Job SVP, CFO Risk Reporting & Governance Manager at Bank of America
Industry Banking
Experience
Bank of America August 2012 - Present
Bank of America December 2009 - August 2012
Bank of America March 2007 - December 2009
Bank of America November 2005 - March 2007
Banc of America Securities May 2005 - December 2005
Bank of America June 2004 - May 2005
MBNA / Clemson University 2003 - 2004
Skills
Risk Management, College Recruiting, Event Planning, Editing, Analysis, Internal Communications, Board Relations, Youth Mentoring, Professional Mentoring, Executive Reporting, Leadership Development, Financial Services, Credit, Banking, Financial Analysis, Finance, Leadership, Treasury Management, Management
Education
Queens University of Charlotte 2009 — 2012
MBA
Clemson University - College of Business and Behavioral Science 2000 — 2004
Bachelor of Science, Financial Management
Bank of America August 2012 - Present
Bank of America December 2009 - August 2012
Bank of America March 2007 - December 2009
Bank of America November 2005 - March 2007
Banc of America Securities May 2005 - December 2005
Bank of America June 2004 - May 2005
MBNA / Clemson University 2003 - 2004
Skills
Risk Management, College Recruiting, Event Planning, Editing, Analysis, Internal Communications, Board Relations, Youth Mentoring, Professional Mentoring, Executive Reporting, Leadership Development, Financial Services, Credit, Banking, Financial Analysis, Finance, Leadership, Treasury Management, Management
Education
Queens University of Charlotte 2009 — 2012
MBA
Clemson University - College of Business and Behavioral Science 2000 — 2004
Bachelor of Science, Financial Management
David Canavan's Banc of America Securities Experience September 2000 - March 2003
Job Principal at Solutions Advisors
Industry Financial Services
Experience
Solutions Advisors May 2010 - Present
Solutions Advisors LLC 2010 - 2015
Solutions Advisors LLC 2010 - 2015
BBK November 2008 - May 2010
HSH Nordbank AG April 2003 - August 2008
Banc of America Securities September 2000 - March 2003
Paribas SA August 1992 - September 2000
Yasuda Trust & Banking 1989 - 1992
Irving Trust Company March 1984 - December 1988
Skills
Corporate Finance, Healthcare, Debt Structuring, Real Estate, Due Diligence, Restructuring, Banking, Mergers, Loans, Financial Analysis, Debt Restructuring, Mergers & Acquisitions, Investments, Business Valuation, Credit Analysis, Finance, Strategy, Asset Management, Real Estate Economics, Financial Structuring, Management, Venture Capital, Private Equity, Portfolio Management, Marketing Strategy, Valuation, Fixed Income, Financial Advisory, Structured Finance, Financial Modeling, Business Strategy, Credit, Start-ups, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
College of the Holy Cross 1971 — 1975
BA, History / Economics
St. Peter's Prep 1967 — 1971
Solutions Advisors May 2010 - Present
Solutions Advisors LLC 2010 - 2015
Solutions Advisors LLC 2010 - 2015
BBK November 2008 - May 2010
HSH Nordbank AG April 2003 - August 2008
Banc of America Securities September 2000 - March 2003
Paribas SA August 1992 - September 2000
Yasuda Trust & Banking 1989 - 1992
Irving Trust Company March 1984 - December 1988
Skills
Corporate Finance, Healthcare, Debt Structuring, Real Estate, Due Diligence, Restructuring, Banking, Mergers, Loans, Financial Analysis, Debt Restructuring, Mergers & Acquisitions, Investments, Business Valuation, Credit Analysis, Finance, Strategy, Asset Management, Real Estate Economics, Financial Structuring, Management, Venture Capital, Private Equity, Portfolio Management, Marketing Strategy, Valuation, Fixed Income, Financial Advisory, Structured Finance, Financial Modeling, Business Strategy, Credit, Start-ups, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
College of the Holy Cross 1971 — 1975
BA, History / Economics
St. Peter's Prep 1967 — 1971
Jeremy Michel's Banc of America Securities Experience 2000 - 2004
Job Account Manager at Intolight Puget Sound Energy
Industry Oil & Energy
Experience
Intolight - Puget Sound Energy June 2014 - Present
Puget Sound Energy 2008 - June 2014
PaRR Inspections August 2004 - February 2008
Banc of America Securities 2000 - 2004
Skills
Energy, Business Strategy, Vendor Management, Mitigation Strategies, Valuation, Equities, Analysis, Financial Modeling, Electricity Markets, SAP, Budget, Financial Analysis, Sales, World Class Customer..., Microsoft Excel, Finance, Marketing, Budgets, Strategy, Lean Manufacturing, Process Improvement, Value Stream Mapping, Competitive Analysis, Forecasting, Leadership
Education
University of Washington 2013 — 2014
Certificate, Project Management
Colgate University 1998 — 2000
Bachelor's degree, Political Science and Government
Intolight - Puget Sound Energy June 2014 - Present
Puget Sound Energy 2008 - June 2014
PaRR Inspections August 2004 - February 2008
Banc of America Securities 2000 - 2004
Skills
Energy, Business Strategy, Vendor Management, Mitigation Strategies, Valuation, Equities, Analysis, Financial Modeling, Electricity Markets, SAP, Budget, Financial Analysis, Sales, World Class Customer..., Microsoft Excel, Finance, Marketing, Budgets, Strategy, Lean Manufacturing, Process Improvement, Value Stream Mapping, Competitive Analysis, Forecasting, Leadership
Education
University of Washington 2013 — 2014
Certificate, Project Management
Colgate University 1998 — 2000
Bachelor's degree, Political Science and Government
Andre Le's Banc of America Securities Experience August 2004 - March 2006
Job Great on paper and even better in person
Industry Financial Services
Experience
Citi December 2010 - July 2014
Village Garden June 2006 - May 2007
Banc of America Securities August 2004 - March 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Investments, Equities, Corporate Finance, Fixed Income, Private Equity, Due Diligence, Asset Managment, Hedge Funds, Portfolio Management, Bloomberg, Banking, Emerging Markets, Credit, Securities, Venture Capital
Education
Columbia University - Columbia Business School 2007 — 2010
MBA
Columbia University - School of International and Public Affairs 2007 — 2010
MIA
University of California, Berkeley 2000 — 2004
BA, Political Science
University of California, Berkeley, Haas School of Business 2000 — 2004
BS, Business Administration
Westminster High
Citi December 2010 - July 2014
Village Garden June 2006 - May 2007
Banc of America Securities August 2004 - March 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Investments, Equities, Corporate Finance, Fixed Income, Private Equity, Due Diligence, Asset Managment, Hedge Funds, Portfolio Management, Bloomberg, Banking, Emerging Markets, Credit, Securities, Venture Capital
Education
Columbia University - Columbia Business School 2007 — 2010
MBA
Columbia University - School of International and Public Affairs 2007 — 2010
MIA
University of California, Berkeley 2000 — 2004
BA, Political Science
University of California, Berkeley, Haas School of Business 2000 — 2004
BS, Business Administration
Westminster High
Jason Eisen's Banc of America Securities Experience 2006 - 2008
Job Director at KKR
Industry Financial Services
Experience
KKR September 2013 - Present
Citigroup January 2010 - September 2013
Galleon Group June 2009 - December 2009
Mission Global Advisers March 2008 - June 2009
Banc of America Securities 2006 - 2008
UBS Investment Bank January 2005 - June 2006
Skills
Banking, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Columbia University - Columbia Business School 2001 — 2002
MBA
Rutgers, The State University of New Jersey-Newark
JD
University of Michigan
BA
KKR September 2013 - Present
Citigroup January 2010 - September 2013
Galleon Group June 2009 - December 2009
Mission Global Advisers March 2008 - June 2009
Banc of America Securities 2006 - 2008
UBS Investment Bank January 2005 - June 2006
Skills
Banking, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Columbia University - Columbia Business School 2001 — 2002
MBA
Rutgers, The State University of New Jersey-Newark
JD
University of Michigan
BA
Jessica Ciarla Johnston's Banc of America Securities Experience May 1998 - May 2003
Job Health Coach and Residual Expert
Industry Health, Wellness and Fitness
Experience
Isagenix Corporation September 2012 - Present
Ciarla Fitness Inc. May 2003 - September 2013
Banc of America Securities May 1998 - May 2003
Skills
Management Consulting, Business Strategy, Start-ups, Entrepreneurship, Business Planning, Business Development, Marketing Strategy, New Business Development, Management
Education
Clemson University 1994 — 1998
Bachelor of Science (B.S.), Financial Managment
Isagenix Corporation September 2012 - Present
Ciarla Fitness Inc. May 2003 - September 2013
Banc of America Securities May 1998 - May 2003
Skills
Management Consulting, Business Strategy, Start-ups, Entrepreneurship, Business Planning, Business Development, Marketing Strategy, New Business Development, Management
Education
Clemson University 1994 — 1998
Bachelor of Science (B.S.), Financial Managment
Jonathan Bauer's Banc of America Securities Experience July 2002 - May 2004
Job Portfolio Manager at Progressive Capital Management
Industry Investment Management
Experience
Progressive Capital Management November 2009 - Present
Progressive Capital Management July 2006 - November 2009
Banc of America Securities July 2002 - May 2004
Banc of America Securities July 2001 - July 2002
Banc of America Securities July 1999 - July 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
University of Michigan 1995 — 1999
BA, Economics
Progressive Capital Management November 2009 - Present
Progressive Capital Management July 2006 - November 2009
Banc of America Securities July 2002 - May 2004
Banc of America Securities July 2001 - July 2002
Banc of America Securities July 1999 - July 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
University of Michigan 1995 — 1999
BA, Economics
Tanner Wilcher's Banc of America Securities Experience January 2006 - October 2007
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse December 2014 - Present
Credit Suisse June 2011 - December 2014
Highland Capital Management October 2007 - October 2008
Banc of America Securities January 2006 - October 2007
Bank of America January 2004 - December 2005
Skills
Investment Banking, Private Equity, Bonds, Loans, Valuation, Financial Modeling, Corporate Finance, Bloomberg, Due Diligence, LBO, Mergers, Venture Capital, Leveraged Finance, Credit Analysis, Trading, Portfolio Management, Securitization
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
The University of Texas at Austin 1999 — 2003
Credit Suisse December 2014 - Present
Credit Suisse June 2011 - December 2014
Highland Capital Management October 2007 - October 2008
Banc of America Securities January 2006 - October 2007
Bank of America January 2004 - December 2005
Skills
Investment Banking, Private Equity, Bonds, Loans, Valuation, Financial Modeling, Corporate Finance, Bloomberg, Due Diligence, LBO, Mergers, Venture Capital, Leveraged Finance, Credit Analysis, Trading, Portfolio Management, Securitization
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
The University of Texas at Austin 1999 — 2003
Sean Dineen's Banc of America Securities Experience 1999 - 2008
Job Director of Corporate Development at Quaker Chemical
Industry Chemicals
Experience
Quaker Chemical September 2011 - Present
Banc of America Securities 1999 - 2008
Morgan Stanley Dean Witter 1996 - 1999
Price Waterhouse LLP 1992 - 1995
First Wall Street SBIC 1991 - 1992
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1987 — 1991
BS in Economics, Accounting and Finance
Quaker Chemical September 2011 - Present
Banc of America Securities 1999 - 2008
Morgan Stanley Dean Witter 1996 - 1999
Price Waterhouse LLP 1992 - 1995
First Wall Street SBIC 1991 - 1992
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1987 — 1991
BS in Economics, Accounting and Finance
Susan Arsenec CAMS's Banc of America Securities Experience 1999 - 2010
Job Vice President Global Financial Crimes Compliance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2011 - Present
JPMorgan Chase & Co. 2014 - 2014
Deloitte & Touche July 2011 - September 2011
Pershing LLC April 2011 - May 2011
Banc of America Securities 1999 - 2010
Education
City University of New York-College of Staten Island
College of Staten Island
Bachelor of Science (BS - double major), Economics & Finance
JPMorgan Chase 2011 - Present
JPMorgan Chase & Co. 2014 - 2014
Deloitte & Touche July 2011 - September 2011
Pershing LLC April 2011 - May 2011
Banc of America Securities 1999 - 2010
Education
City University of New York-College of Staten Island
College of Staten Island
Bachelor of Science (BS - double major), Economics & Finance
S Lane Genatowski's Banc of America Securities Experience September 2000 - September 2002
Job Dividend Income Advsors, LLC
Industry Investment Management
Experience
Dividend Income Advsors, LLC December 2012 - Present
Wells Fargo Securities June 2003 - October 2012
Banc of America Securities September 2000 - September 2002
J P Morgan April 1991 - September 2000
Kidder Peabody April 1981 - 1991
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Structuring, Project Finance, Investment Banking, Structured Finance, Corporate Finance, Mergers, Due Diligence, Energy, Investments, Leveraged Finance, Valuation, Asset Management, Venture Capital, Strategy, Emerging Markets, Securities, Alternative Investments, Equities, Financial Analysis, Management, Finance, Portfolio Management
Education
Fordham University School of Law 1973 — 1976
JD, Law
City University of New York-Hunter College 1969 — 1973
AB, Economics, Dean's List
Dividend Income Advsors, LLC December 2012 - Present
Wells Fargo Securities June 2003 - October 2012
Banc of America Securities September 2000 - September 2002
J P Morgan April 1991 - September 2000
Kidder Peabody April 1981 - 1991
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Structuring, Project Finance, Investment Banking, Structured Finance, Corporate Finance, Mergers, Due Diligence, Energy, Investments, Leveraged Finance, Valuation, Asset Management, Venture Capital, Strategy, Emerging Markets, Securities, Alternative Investments, Equities, Financial Analysis, Management, Finance, Portfolio Management
Education
Fordham University School of Law 1973 — 1976
JD, Law
City University of New York-Hunter College 1969 — 1973
AB, Economics, Dean's List
terrance hegel's Banc of America Securities Experience 1999 - 2002
Job Owner / President at Atlantic Modular Builders
Industry Real Estate
Experience
Atlantic Modular Builders 2008 - Present
Atlantic Equity Group 2002 - Present
Banc of America Securities 1999 - 2002
Education
Clemson
Clemson University
Bachelor of Science (BS)
University of North Carolina at Chapel Hill
MBA
Atlantic Modular Builders 2008 - Present
Atlantic Equity Group 2002 - Present
Banc of America Securities 1999 - 2002
Education
Clemson
Clemson University
Bachelor of Science (BS)
University of North Carolina at Chapel Hill
MBA
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS