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
Vikash Shah Vikash Shah's Banc of America Securities Experience 2001 - 2003
Job HR Director at Nielsen
Industry Market Research
Experience
Nielsen June 2015 - Present
Nielsen April 2012 - May 2015
HSBC July 2010 - April 2012
Navigant Consulting March 2007 - August 2010
Michael Page 2006 - 2007
Merrill Lynch 2003 - 2005
Banc of America Securities 2001 - 2003
Skills
Talent Management, Talent Acquisition, Recruiting, Organizational..., Deferred Compensation, Employee Engagement, Human Resources, Leadership Development, Organizational..., Strategic Partnerships, Workforce Planning, Leadership, Performance Management, Strategy, Change Management, Process Improvement, Coaching
Education
Northwestern University 2009 — 2011
MS, Learning and Organizational Change
University of Illinois at Urbana-Champaign - College of Business 2000 — 2003
BS, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Nielsen June 2015 - Present
Nielsen April 2012 - May 2015
HSBC July 2010 - April 2012
Navigant Consulting March 2007 - August 2010
Michael Page 2006 - 2007
Merrill Lynch 2003 - 2005
Banc of America Securities 2001 - 2003
Skills
Talent Management, Talent Acquisition, Recruiting, Organizational..., Deferred Compensation, Employee Engagement, Human Resources, Leadership Development, Organizational..., Strategic Partnerships, Workforce Planning, Leadership, Performance Management, Strategy, Change Management, Process Improvement, Coaching
Education
Northwestern University 2009 — 2011
MS, Learning and Organizational Change
University of Illinois at Urbana-Champaign - College of Business 2000 — 2003
BS, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Jessica Lebo Jessica Lebo's Banc of America Securities Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
Janus Capital Group June 2013 - Present
Bank of America Merrill Lynch March 2011 - May 2013
Bank of America Merrill Lynch July 2009 - March 2011
Banc of America Securities June 2008 - August 2008
24/7 Real Media May 2007 - August 2007
Education
Cornell University 2005 — 2009
BS, Applied Economics and Management
Janus Capital Group June 2013 - Present
Bank of America Merrill Lynch March 2011 - May 2013
Bank of America Merrill Lynch July 2009 - March 2011
Banc of America Securities June 2008 - August 2008
24/7 Real Media May 2007 - August 2007
Education
Cornell University 2005 — 2009
BS, Applied Economics and Management
Tyra M. Lopez, CAIA Tyra M. Lopez, CAIA's Banc of America Securities Experience December 2003 - January 2006
Job
Industry Investment Management
Experience
Genworth Financial June 2013 - Present
Morgan Stanley Smith Barney May 2010 - September 2012
Keefe, Bruyette & Woods January 2010 - May 2010
Moore Capital Management November 2006 - November 2008
Banc of America Securities December 2003 - January 2006
Dealogic October 2001 - December 2003
Skills
CRM, Equities, Fixed Income, Portfolio Management, Asset Management, Investment Banking, Trading Systems, Financial Services, Risk Management, Capital Markets, Derivatives, Investments, Securities, Hedge Funds, Trading
Education
DePaul University 1995 — 1999
Bachelor
Genworth Financial June 2013 - Present
Morgan Stanley Smith Barney May 2010 - September 2012
Keefe, Bruyette & Woods January 2010 - May 2010
Moore Capital Management November 2006 - November 2008
Banc of America Securities December 2003 - January 2006
Dealogic October 2001 - December 2003
Skills
CRM, Equities, Fixed Income, Portfolio Management, Asset Management, Investment Banking, Trading Systems, Financial Services, Risk Management, Capital Markets, Derivatives, Investments, Securities, Hedge Funds, Trading
Education
DePaul University 1995 — 1999
Bachelor
Barbara Boone Barbara Boone's Banc of America Securities Experience June 1997 - September 2000
Job Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
IHMV Credit Union September 2012 - July 2014
BMO Capital Markets June 2007 - April 2012
BMO Capital Markets September 2000 - June 2007
Banc of America Securities June 1997 - September 2000
Skills
Banking, Credit Analysis, Project Management, Managerial Experience, Operations Management, Business Process..., Finance, Credit Risk, Financial Services, Management, Loans, Portfolio Management, Analysis, Credit, Strategy, Financial Reporting, Team Building, Risk Management
Education
DePaul University
B.A., Business Administration
Northern Trust Corporation July 2014 - Present
IHMV Credit Union September 2012 - July 2014
BMO Capital Markets June 2007 - April 2012
BMO Capital Markets September 2000 - June 2007
Banc of America Securities June 1997 - September 2000
Skills
Banking, Credit Analysis, Project Management, Managerial Experience, Operations Management, Business Process..., Finance, Credit Risk, Financial Services, Management, Loans, Portfolio Management, Analysis, Credit, Strategy, Financial Reporting, Team Building, Risk Management
Education
DePaul University
B.A., Business Administration
Drew Schardt Drew Schardt's Banc of America Securities Experience 2001 - 2003
Job Principal, Private Equity CoInvestments at Hamilton Lane
Industry Venture Capital & Private Equity
Experience
Hamilton Lane 2008 - Present
TCG Financial Partners 2004 - 2006
Holberg Industries, Inc. 2003 - 2004
Banc of America Securities 2001 - 2003
Skills
Private Equity, Alternative Investments, Financial Advisory, Investment Banking, Valuation, Portfolio Management, Management, Financial Modeling, Investments, Venture Capital
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA)
Cornell University 1997 — 2001
Bachelor of Science (BS)
Hamilton Lane 2008 - Present
TCG Financial Partners 2004 - 2006
Holberg Industries, Inc. 2003 - 2004
Banc of America Securities 2001 - 2003
Skills
Private Equity, Alternative Investments, Financial Advisory, Investment Banking, Valuation, Portfolio Management, Management, Financial Modeling, Investments, Venture Capital
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA)
Cornell University 1997 — 2001
Bachelor of Science (BS)
Matthew Sanger Matthew Sanger's Banc of America Securities Experience February 2004 - August 2005
Job Managing Partner at Sprokk
Industry Internet
Experience
Sprokk September 2011 - Present
Emergency Medical Services Corporation August 2008 - August 2011
The Jonas Group January 2006 - June 2007
Banc of America Securities February 2004 - August 2005
Education
DePaul University 2001 — 2004
Bachelors in Business Administration, Finance, General, 3.9
Sprokk September 2011 - Present
Emergency Medical Services Corporation August 2008 - August 2011
The Jonas Group January 2006 - June 2007
Banc of America Securities February 2004 - August 2005
Education
DePaul University 2001 — 2004
Bachelors in Business Administration, Finance, General, 3.9
Joseph Choorapuzha Joseph Choorapuzha's Banc of America Securities Experience June 2005 - July 2007
Job Vice President at Tenex Capital Management
Industry Venture Capital & Private Equity
Experience
Tenex Capital Management June 2015 - Present
Gurus July 2013 - Present
DICK'S Sporting Goods 2014 - 2014
Centre Lane Partners January 2011 - June 2013
ZM Equity Partners September 2007 - December 2010
Banc of America Securities June 2005 - July 2007
Skills
Private Equity, Equities, Financial Modeling, Credit Analysis, Investment Banking, Restructuring, Integration, Portfolio Management, Investments, Credit, Loans, Mergers & Acquisitions, Finance, Management, Strategy, Valuation, Due Diligence, Corporate Finance
Education
Columbia University in the City of New York
BA, Economics, Political Science
Wharton Business School
Master of Business Administration (M.B.A.), Finance, Management
Tenex Capital Management June 2015 - Present
Gurus July 2013 - Present
DICK'S Sporting Goods 2014 - 2014
Centre Lane Partners January 2011 - June 2013
ZM Equity Partners September 2007 - December 2010
Banc of America Securities June 2005 - July 2007
Skills
Private Equity, Equities, Financial Modeling, Credit Analysis, Investment Banking, Restructuring, Integration, Portfolio Management, Investments, Credit, Loans, Mergers & Acquisitions, Finance, Management, Strategy, Valuation, Due Diligence, Corporate Finance
Education
Columbia University in the City of New York
BA, Economics, Political Science
Wharton Business School
Master of Business Administration (M.B.A.), Finance, Management
James Jarrett James Jarrett's Banc of America Securities Experience 2000 - 2003
Job CFO
Industry Venture Capital & Private Equity
Experience
CareWell Urgent Care June 2015 - Present
Independent Consultant July 2013 - May 2015
ProCure Treatment Centers, Inc. June 2005 - June 2013
ProCure Treatment Centers January 2011 - 2013
ProCure Treatment Centers June 2005 - January 2011
Morgenthaler Partners September 2003 - June 2005
Banc of America Securities 2000 - 2003
Skills
Due Diligence, Venture Capital, Financial Modeling, Healthcare, Corporate Finance, Private Equity, Equities, Finance, Mergers, Mergers & Acquisitions, Business Development, Strategy, Management Consulting, Negotiation, Joint Ventures, Business Planning, Investment Banking, Investments, Entrepreneurship, Capital Raising, LBO, Healthcare Information..., Clinical Research, Oncology, Executive Management, Analysis, Portfolio Management, Valuation, Start-ups, Management, Strategic Financial..., Corporate Development, Business Process..., Strategic Planning, Cross-functional Team..., Financial Analysis, Consulting, Financial Structuring, Process Improvement, Business Strategy
Education
Dartmouth College 1993 — 1997
St. Paul's School 1989 — 1993
St. Edmund's Academy 1980 — 1989
CareWell Urgent Care June 2015 - Present
Independent Consultant July 2013 - May 2015
ProCure Treatment Centers, Inc. June 2005 - June 2013
ProCure Treatment Centers January 2011 - 2013
ProCure Treatment Centers June 2005 - January 2011
Morgenthaler Partners September 2003 - June 2005
Banc of America Securities 2000 - 2003
Skills
Due Diligence, Venture Capital, Financial Modeling, Healthcare, Corporate Finance, Private Equity, Equities, Finance, Mergers, Mergers & Acquisitions, Business Development, Strategy, Management Consulting, Negotiation, Joint Ventures, Business Planning, Investment Banking, Investments, Entrepreneurship, Capital Raising, LBO, Healthcare Information..., Clinical Research, Oncology, Executive Management, Analysis, Portfolio Management, Valuation, Start-ups, Management, Strategic Financial..., Corporate Development, Business Process..., Strategic Planning, Cross-functional Team..., Financial Analysis, Consulting, Financial Structuring, Process Improvement, Business Strategy
Education
Dartmouth College 1993 — 1997
St. Paul's School 1989 — 1993
St. Edmund's Academy 1980 — 1989
Albert Ho Albert Ho's Banc of America Securities Experience June 2007 - August 2007
Job Varies
Industry Computer Software
Experience
121nexus October 2011 - January 2015
American Patent Agency January 2011 - January 2012
KD Secure April 2008 - December 2010
Course Hero December 2006 - December 2007
Banc of America Securities June 2007 - August 2007
Goldman Sachs September 2005 - December 2005
Skills
Intellectual Property, Patent Prosecution, Patents, Technical Recruiting, Scrum, Leading Development..., Grant Writing
Education
Cornell University 2003 — 2007
B.S., Electrical & Computer Engineering
121nexus October 2011 - January 2015
American Patent Agency January 2011 - January 2012
KD Secure April 2008 - December 2010
Course Hero December 2006 - December 2007
Banc of America Securities June 2007 - August 2007
Goldman Sachs September 2005 - December 2005
Skills
Intellectual Property, Patent Prosecution, Patents, Technical Recruiting, Scrum, Leading Development..., Grant Writing
Education
Cornell University 2003 — 2007
B.S., Electrical & Computer Engineering
Sudhanshu Khandelwal Sudhanshu Khandelwal's Banc of America Securities Experience 2001 - 2003
Job Managing Partner MCube Financial LLC
Industry Commercial Real Estate
Experience
MCube Financial LLC June 2011 - Present
Beekman Helix India July 2010 - June 2011
BlackRock Solutions March 2010 - July 2010
Beekman Advisors Inc. July 2009 - March 2010
Pramerica - BHI Advisors Pvt. Ltd. April 2008 - July 2009
Bank of America 2003 - 2008
Banc of America Securities 2001 - 2003
Banc of America Securities 1998 - 2001
IBM 1996 - 1998
Thyron Informatics January 1993 - January 1995
Skills
Valuation, Capital Markets, Equities, Credit Analysis, Bonds, Asset Management, Portfolio Management, Leadership, Financial Structuring, Investments, Fixed Income, Investment Banking, Risk Management, Mergers & Acquisitions, Structured Finance, Banking, Business Development, Asset Managment
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Finance & Accounting
Wayne State University 1995 — 1996
Masters of Science, Computer Engineering
Devi Ahilya Vishwavidyalaya 1989 — 1993
Bachelors of Engineering, Electronics and Telecommunication Engineering
MCube Financial LLC June 2011 - Present
Beekman Helix India July 2010 - June 2011
BlackRock Solutions March 2010 - July 2010
Beekman Advisors Inc. July 2009 - March 2010
Pramerica - BHI Advisors Pvt. Ltd. April 2008 - July 2009
Bank of America 2003 - 2008
Banc of America Securities 2001 - 2003
Banc of America Securities 1998 - 2001
IBM 1996 - 1998
Thyron Informatics January 1993 - January 1995
Skills
Valuation, Capital Markets, Equities, Credit Analysis, Bonds, Asset Management, Portfolio Management, Leadership, Financial Structuring, Investments, Fixed Income, Investment Banking, Risk Management, Mergers & Acquisitions, Structured Finance, Banking, Business Development, Asset Managment
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Finance & Accounting
Wayne State University 1995 — 1996
Masters of Science, Computer Engineering
Devi Ahilya Vishwavidyalaya 1989 — 1993
Bachelors of Engineering, Electronics and Telecommunication Engineering
Sharon Man Sharon Man's Banc of America Securities Experience June 2006 - July 2008
Job Manager at American Express
Industry Financial Services
Experience
American Express August 2014 - Present
American Express June 2013 - August 2013
Compass Lexecon December 2009 - June 2012
Getzler Henrich & Associates LLC August 2008 - December 2009
Banc of America Securities June 2006 - July 2008
Davis Polk & Wardwell March 2005 - June 2005
Skills
Financial Modeling, Valuation, Data Analysis, Restructuring, Due Diligence, Investment Banking, Capital Markets, Debt, LBO, Financial Analysis, Economics, Research, Excel, PowerPoint, Microsoft Office, Analysis, Non-profits, Problem Solving, Competitive Analysis, Microsoft Excel, Finance, Management, Business Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Strategy, Business Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurial Management and Operations and Information Management
Dartmouth College 2003 — 2006
BA, Economics (Chinese minor)
Stuyvesant High School 1999 — 2003
American Express August 2014 - Present
American Express June 2013 - August 2013
Compass Lexecon December 2009 - June 2012
Getzler Henrich & Associates LLC August 2008 - December 2009
Banc of America Securities June 2006 - July 2008
Davis Polk & Wardwell March 2005 - June 2005
Skills
Financial Modeling, Valuation, Data Analysis, Restructuring, Due Diligence, Investment Banking, Capital Markets, Debt, LBO, Financial Analysis, Economics, Research, Excel, PowerPoint, Microsoft Office, Analysis, Non-profits, Problem Solving, Competitive Analysis, Microsoft Excel, Finance, Management, Business Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Strategy, Business Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurial Management and Operations and Information Management
Dartmouth College 2003 — 2006
BA, Economics (Chinese minor)
Stuyvesant High School 1999 — 2003
Dave Fuhrman Dave Fuhrman's Banc of America Securities Experience 2004 - 2007
Job Software Development at The Options Clearing Corporation
Industry Capital Markets
Experience
OCC January 2008 - Present
Banc of America Securities 2004 - 2007
FedEx Kinko's 2002 - 2004
Fidelity Investments 1993 - 2002
Tandy Electronics - Research & Development 1991 - 1993
Honeywell 1990 - 1991
Education
The University of Dallas 1999 — 2001
partial MBA, eCommerce
University of Nebraska-Lincoln 1986 — 1990
Bachelor of Science (BS), Computer Science - Engineering College
Nebraska Wesleyan University 1985 — 1986
Dana College
OCC January 2008 - Present
Banc of America Securities 2004 - 2007
FedEx Kinko's 2002 - 2004
Fidelity Investments 1993 - 2002
Tandy Electronics - Research & Development 1991 - 1993
Honeywell 1990 - 1991
Education
The University of Dallas 1999 — 2001
partial MBA, eCommerce
University of Nebraska-Lincoln 1986 — 1990
Bachelor of Science (BS), Computer Science - Engineering College
Nebraska Wesleyan University 1985 — 1986
Dana College
Seth Levine, CFA Seth Levine, CFA's Banc of America Securities Experience May 2008 - January 2009
Job Senior High Yield Credit Analyst
Industry Investment Management
Experience
The Guardian Life Insurance Company of America January 2012 - Present
RBC Capital Markets January 2011 - November 2011
Royal Bank of Scotland April 2010 - January 2011
Cantor Fitzgerald April 2009 - April 2010
Banc of America Securities May 2008 - January 2009
Banc of America Securities December 2005 - January 2009
Prudential Equity Group March 2004 - December 2005
Skills
Investments, Insurance, Buy-side, Sell Side, Fixed Income, REIT, Capital Markets, Bloomberg, Financial Modeling, Equities, Hedge Funds, Valuation, Investment Banking, Portfolio Management, Equity Research
Education
Cornell University 1998 — 2002
BS, Mechanical engineering
The Guardian Life Insurance Company of America January 2012 - Present
RBC Capital Markets January 2011 - November 2011
Royal Bank of Scotland April 2010 - January 2011
Cantor Fitzgerald April 2009 - April 2010
Banc of America Securities May 2008 - January 2009
Banc of America Securities December 2005 - January 2009
Prudential Equity Group March 2004 - December 2005
Skills
Investments, Insurance, Buy-side, Sell Side, Fixed Income, REIT, Capital Markets, Bloomberg, Financial Modeling, Equities, Hedge Funds, Valuation, Investment Banking, Portfolio Management, Equity Research
Education
Cornell University 1998 — 2002
BS, Mechanical engineering
Michael Lopresti Michael Lopresti's Banc of America Securities Experience 2000 - 2006
Job Head of Fixed Income Middle Office Technology at RBS Global Banking & Markets
Industry Information Technology and Services
Experience
RBS Global Banking & Markets May 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers March 2006 - September 2008
Banc of America Securities 2000 - 2006
Kliger Weiss Infosystems February 1998 - February 2000
Education
Columbia University in the City of New York 1993 — 1997
Bachelor, Computer Science
RBS Global Banking & Markets May 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers March 2006 - September 2008
Banc of America Securities 2000 - 2006
Kliger Weiss Infosystems February 1998 - February 2000
Education
Columbia University in the City of New York 1993 — 1997
Bachelor, Computer Science
Fiete Stegger Fiete Stegger's Banc of America Securities Experience 2007 - 2007
Job Strategic Business Development at 3M
Industry Mechanical or Industrial Engineering
Experience
Danaher Corporation 2012 - 2012
Analysis Group 2008 - 2011
Banc of America Securities 2007 - 2007
Royal Bank of Scotland 2006 - 2006
Skills
Strategy, Financial Modeling, Valuation, Leadership, Data Analysis, Financial Analysis, Finance, Business Development, Economics, Statistics, Microsoft Excel, SAS, Marketing Strategy, Voice of the Customer, Business Strategy, Pricing, Pricing Strategy, Customer Value..., Strategic Planning, Due Diligence, Corporate Finance, Competitive Analysis, Market Research, Quantitative Analytics, Market Analysis, Analysis, Analytics, Management Consulting, Cross-functional Team...
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Davidson College
Bachelor's Degree
Danaher Corporation 2012 - 2012
Analysis Group 2008 - 2011
Banc of America Securities 2007 - 2007
Royal Bank of Scotland 2006 - 2006
Skills
Strategy, Financial Modeling, Valuation, Leadership, Data Analysis, Financial Analysis, Finance, Business Development, Economics, Statistics, Microsoft Excel, SAS, Marketing Strategy, Voice of the Customer, Business Strategy, Pricing, Pricing Strategy, Customer Value..., Strategic Planning, Due Diligence, Corporate Finance, Competitive Analysis, Market Research, Quantitative Analytics, Market Analysis, Analysis, Analytics, Management Consulting, Cross-functional Team...
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Davidson College
Bachelor's Degree
Kristina McLaughlan Kristina McLaughlan's Banc of America Securities Experience January 1998 - May 2002
Job
Industry Computer Software
Experience
Intuit January 2008 - Present
Intuit December 2002 - January 2008
Banc of America Securities January 1998 - May 2002
Morgan Stanley June 1992 - December 1997
Skills
Mergers, SaaS, Acquisition Integration, Corporate Development, Strategic Partnerships, Start-ups, Change Management, Product Management, Strategy, Cross-functional Team..., Program Management, Analytics, Organizational Design, Business Strategy, Venture Capital, Vendor Management, Talent Management, Business Development, Competitive Analysis, Management Consulting, Leadership Development, Mergers & Acquisitions, Integration, Leadership, Human Resources
Education
Cornell University 1988 — 1992
BS
Intuit January 2008 - Present
Intuit December 2002 - January 2008
Banc of America Securities January 1998 - May 2002
Morgan Stanley June 1992 - December 1997
Skills
Mergers, SaaS, Acquisition Integration, Corporate Development, Strategic Partnerships, Start-ups, Change Management, Product Management, Strategy, Cross-functional Team..., Program Management, Analytics, Organizational Design, Business Strategy, Venture Capital, Vendor Management, Talent Management, Business Development, Competitive Analysis, Management Consulting, Leadership Development, Mergers & Acquisitions, Integration, Leadership, Human Resources
Education
Cornell University 1988 — 1992
BS
Chuck Devers Chuck Devers's Banc of America Securities Experience January 1998 - February 2000
Job The Center for Institutional Finance,Sr VP and Director / Owner
Industry Investment Banking
Experience
The Center for Institutional Finance January 2005 - Present
SOM,LLC July 2005 - July 2014
Financial Technologies, LLC February 2000 - May 2005
Banc of America Securities January 1998 - February 2000
Bank of America 1998 - 2000
Lang, Devers and Associates, LLC January 1995 - October 1998
Dain Bosworth & Sullivan March 1990 - November 1994
A. G. Edwards September 1979 - January 1990
Office of the Governor, State of Illinois August 1974 - August 1979
International City Management Association May 1973 - September 1973
Skills
Investment Banking, Capital Projects, Capital Markets, Financial Advisory, Commercial Finance, Church Finance, Higher Education Finance, Church Events, Finance, Mergers, Due Diligence, Investments, Strategy, Bonds, Banking, Start-ups, Project Finance, Financial Services, Loans, Real Estate Development, Private Equity, Securities, Corporate Finance, Budgets, Portfolio Management, Financial Structuring, Valuation, Asset Managment, Financial Analysis, Financial Modeling, Funding, Restructuring, Executive Management, Credit, Real Estate Economics, Venture Capital, Corporate Development, Mergers & Acquisitions, Credit Analysis, Joint Ventures, Asset Management, Commercial Lending, Structured Finance, Management, Investment Properties, Fixed Income, Equities, Strategic Financial..., Cash Management, Commercial Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management 1972 — 1974
MBA, Finance and Law
Cornell University 1968 — 1972
BS Civil Engineering, Civil Engineering, Public Law
The Center for Institutional Finance January 2005 - Present
SOM,LLC July 2005 - July 2014
Financial Technologies, LLC February 2000 - May 2005
Banc of America Securities January 1998 - February 2000
Bank of America 1998 - 2000
Lang, Devers and Associates, LLC January 1995 - October 1998
Dain Bosworth & Sullivan March 1990 - November 1994
A. G. Edwards September 1979 - January 1990
Office of the Governor, State of Illinois August 1974 - August 1979
International City Management Association May 1973 - September 1973
Skills
Investment Banking, Capital Projects, Capital Markets, Financial Advisory, Commercial Finance, Church Finance, Higher Education Finance, Church Events, Finance, Mergers, Due Diligence, Investments, Strategy, Bonds, Banking, Start-ups, Project Finance, Financial Services, Loans, Real Estate Development, Private Equity, Securities, Corporate Finance, Budgets, Portfolio Management, Financial Structuring, Valuation, Asset Managment, Financial Analysis, Financial Modeling, Funding, Restructuring, Executive Management, Credit, Real Estate Economics, Venture Capital, Corporate Development, Mergers & Acquisitions, Credit Analysis, Joint Ventures, Asset Management, Commercial Lending, Structured Finance, Management, Investment Properties, Fixed Income, Equities, Strategic Financial..., Cash Management, Commercial Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management 1972 — 1974
MBA, Finance and Law
Cornell University 1968 — 1972
BS Civil Engineering, Civil Engineering, Public Law
Mayank P Sinha Mayank P Sinha's Banc of America Securities Experience 2001 - 2003
Job Value Engineering at Qlik
Industry Computer Software
Experience
Qlik September 2014 - Present
Indus Valley Partners 2013 - 2014
Svasara Resorts 2011 - 2013
Oracle 2006 - 2011
Siebel Systems (acquired by Oracle) 2003 - 2006
Banc of America Securities 2001 - 2003
Goldman Sachs 1996 - 1999
Skills
Strategy, Management, Enterprise Software, Strategic Planning, Business Intelligence, Leadership, Sales, Cloud Computing, Consulting, Business Development, Analytics, Business Analysis, Product Management, CRM, Project Management, Inbound Marketing, Solution Selling, Sales Management, Value Engineering, Value Based Selling
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Cornell University 1991 — 1995
BS, Electrical Engineering
St Michael's High School
Qlik September 2014 - Present
Indus Valley Partners 2013 - 2014
Svasara Resorts 2011 - 2013
Oracle 2006 - 2011
Siebel Systems (acquired by Oracle) 2003 - 2006
Banc of America Securities 2001 - 2003
Goldman Sachs 1996 - 1999
Skills
Strategy, Management, Enterprise Software, Strategic Planning, Business Intelligence, Leadership, Sales, Cloud Computing, Consulting, Business Development, Analytics, Business Analysis, Product Management, CRM, Project Management, Inbound Marketing, Solution Selling, Sales Management, Value Engineering, Value Based Selling
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Cornell University 1991 — 1995
BS, Electrical Engineering
St Michael's High School
Graham Rihn Graham Rihn's Banc of America Securities Experience June 2008 - August 2008
Job Founder & CEO at RoadRunner
Industry Venture Capital & Private Equity
Experience
RoadRunner Recycling July 2014 - Present
Sequoia Waste Solutions ( a Voyager Group company) January 2012 - December 2013
Voyager Group LP February 2011 - December 2013
YourRooster.com February 2011 - August 2012
Consolidated Green Services August 2009 - January 2011
Banc of America Securities June 2008 - August 2008
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Due Diligence, Financial Analysis, Business Strategy, Entrepreneurship, Private Equity, Data Analysis, Start-ups, Investments, Competitive Analysis, Asset Managment
Education
Cornell University 2005 — 2009
Bachelor of Science, Applied Economics and Management
Central Catholic High School 2001 — 2005
RoadRunner Recycling July 2014 - Present
Sequoia Waste Solutions ( a Voyager Group company) January 2012 - December 2013
Voyager Group LP February 2011 - December 2013
YourRooster.com February 2011 - August 2012
Consolidated Green Services August 2009 - January 2011
Banc of America Securities June 2008 - August 2008
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Due Diligence, Financial Analysis, Business Strategy, Entrepreneurship, Private Equity, Data Analysis, Start-ups, Investments, Competitive Analysis, Asset Managment
Education
Cornell University 2005 — 2009
Bachelor of Science, Applied Economics and Management
Central Catholic High School 2001 — 2005
Michael Weaver Jr Michael Weaver Jr's Banc of America Securities Experience July 2007 - April 2009
Job Vice President at North Capital Private Securities Corporation
Industry Financial Services
Experience
North Capital Private Securities Corporation January 2015 - Present
MKP Capital Management, L.L.C. June 2014 - August 2014
Deutsche Bank June 2012 - August 2012
Banc of America Securities July 2007 - April 2009
Banc of America Securities August 2005 - July 2007
Banc of America Securities June 2004 - August 2005
Banc of America Securities June 2003 - August 2003
Goldman Sachs May 2002 - August 2002
Skills
Trading, Equities, Securities, Options, Asset Management, Fixed Income, Structured Products, Bonds, Mutual Funds, Mergers & Acquisitions, Valuation, Financial Structuring, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Capital Markets and Asset Management
Morehouse College 2000 — 2004
B.A. degree, Business Administration; Finance
2016 Level III Candidate in the CFA Program
University of Granada
WWPHS
North Capital Private Securities Corporation January 2015 - Present
MKP Capital Management, L.L.C. June 2014 - August 2014
Deutsche Bank June 2012 - August 2012
Banc of America Securities July 2007 - April 2009
Banc of America Securities August 2005 - July 2007
Banc of America Securities June 2004 - August 2005
Banc of America Securities June 2003 - August 2003
Goldman Sachs May 2002 - August 2002
Skills
Trading, Equities, Securities, Options, Asset Management, Fixed Income, Structured Products, Bonds, Mutual Funds, Mergers & Acquisitions, Valuation, Financial Structuring, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Capital Markets and Asset Management
Morehouse College 2000 — 2004
B.A. degree, Business Administration; Finance
2016 Level III Candidate in the CFA Program
University of Granada
WWPHS
Eddie Le Eddie Le's Banc of America Securities Experience 2000 - 2009
Job Managing Partner at Lumos Partners
Industry Investment Banking
Experience
Vista Point Advisors January 2011 - 2014
Arbor Advisors 2009 - 2011
Banc of America Securities 2000 - 2009
Skills
Investment Banking, Private Equity, Mergers, Financial Modeling
Education
Dartmouth College 1996 — 2000
BA, Economics
Vista Point Advisors January 2011 - 2014
Arbor Advisors 2009 - 2011
Banc of America Securities 2000 - 2009
Skills
Investment Banking, Private Equity, Mergers, Financial Modeling
Education
Dartmouth College 1996 — 2000
BA, Economics
Benjamin Kepler's Banc of America Securities Experience June 2009 - August 2009
Job IT Direct Placement Account Manager at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems April 2013 - Present
TEKsystems July 2010 - April 2013
Banc of America Securities June 2009 - August 2009
Skills
Technical Recruiting
Education
Denison University 2006 — 2010
BA, Economics
TEKsystems April 2013 - Present
TEKsystems July 2010 - April 2013
Banc of America Securities June 2009 - August 2009
Skills
Technical Recruiting
Education
Denison University 2006 — 2010
BA, Economics
John Laughlin John Laughlin's Banc of America Securities Experience September 1995 - February 1999
Job Head of M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 1999 - Present
Banc of America Securities September 1995 - February 1999
J.P. Morgan June 1990 - September 1995
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Risk Management
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Davidson College 1981 — 1985
Bachelor's Degree, Economics
Wells Fargo Securities February 1999 - Present
Banc of America Securities September 1995 - February 1999
J.P. Morgan June 1990 - September 1995
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Risk Management
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Davidson College 1981 — 1985
Bachelor's Degree, Economics
Knight Kieffer Knight Kieffer's Banc of America Securities Experience March 2005 - April 2008
Job Investment Banking & Capital Markets
Industry Investment Banking
Experience
Fifth Third Bank August 2015 - Present
Regions Securities LLC Regions Financial Corporation October 2011 - August 2015
Bank of America Merrill Lynch April 2008 - July 2011
Banc of America Securities March 2005 - April 2008
Banc of America Securities August 2003 - April 2005
Tucker Anthony May 1999 - July 2001
Congress Financial Corporation July 1996 - May 1999
Skills
Leveraged Finance, Capital Markets, Syndications, Financial Modeling, Debt, Banking, Structuring, Financial Structuring, Investment Banking, Credit, Loans, Corporate Finance, Mergers & Acquisitions, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
University of Vermont 1992 — 1996
BS, Finance
The Nichols School
Fifth Third Bank August 2015 - Present
Regions Securities LLC Regions Financial Corporation October 2011 - August 2015
Bank of America Merrill Lynch April 2008 - July 2011
Banc of America Securities March 2005 - April 2008
Banc of America Securities August 2003 - April 2005
Tucker Anthony May 1999 - July 2001
Congress Financial Corporation July 1996 - May 1999
Skills
Leveraged Finance, Capital Markets, Syndications, Financial Modeling, Debt, Banking, Structuring, Financial Structuring, Investment Banking, Credit, Loans, Corporate Finance, Mergers & Acquisitions, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
University of Vermont 1992 — 1996
BS, Finance
The Nichols School
Ted Gregory Ted Gregory's Banc of America Securities Experience January 1996 - January 2000
Job Executive Vice President, Head of Sports Practice at Seiden Krieger Associates
Industry Staffing and Recruiting
Experience
Seiden Krieger Associates January 2013 - Present
Columbia University January 2013 - Present
Premio Foods, Inc January 2011 - Present
Westwood Partners January 2011 - October 2012
DHR International March 2010 - January 2011
Diversified Search Odgers Berndtson December 2008 - March 2010
JP Morgan Chase January 2008 - December 2008
Heidrick & Struggles January 2000 - January 2008
Banc of America Securities January 1996 - January 2000
Lehman Brothers January 1987 - January 1996
Skills
Recruiting, Talent Management, Investment Banking, Management, Marketing, Fixed Income, Human Resources, Capital Markets, Technical Recruiting, Executive Search, Financial Services, Sourcing, Organizational..., Succession Planning, Finance, Strategy, Talent Acquisition, Coaching, Training, Asset Management, Mergers & Acquisitions, Executive Management, Performance Management, Consulting, Hedge Funds, Interviews, Applicant Tracking..., Executive Coaching, Organizational Design, Equities, Management Consulting, Start-ups, Personnel Management, Relationship Management, Leadership Development, Business Development, Private Equity, Change Management, Leadership, Business Strategy, HR Consulting, Employee Engagement, Investments, College Recruiting, Vendor Management, Financial Risk, Onboarding, Portfolio Management, Wealth Management, Venture Capital
Education
Columbia University in the City of New York 1970 — 1974
BA, Economics
Seiden Krieger Associates January 2013 - Present
Columbia University January 2013 - Present
Premio Foods, Inc January 2011 - Present
Westwood Partners January 2011 - October 2012
DHR International March 2010 - January 2011
Diversified Search Odgers Berndtson December 2008 - March 2010
JP Morgan Chase January 2008 - December 2008
Heidrick & Struggles January 2000 - January 2008
Banc of America Securities January 1996 - January 2000
Lehman Brothers January 1987 - January 1996
Skills
Recruiting, Talent Management, Investment Banking, Management, Marketing, Fixed Income, Human Resources, Capital Markets, Technical Recruiting, Executive Search, Financial Services, Sourcing, Organizational..., Succession Planning, Finance, Strategy, Talent Acquisition, Coaching, Training, Asset Management, Mergers & Acquisitions, Executive Management, Performance Management, Consulting, Hedge Funds, Interviews, Applicant Tracking..., Executive Coaching, Organizational Design, Equities, Management Consulting, Start-ups, Personnel Management, Relationship Management, Leadership Development, Business Development, Private Equity, Change Management, Leadership, Business Strategy, HR Consulting, Employee Engagement, Investments, College Recruiting, Vendor Management, Financial Risk, Onboarding, Portfolio Management, Wealth Management, Venture Capital
Education
Columbia University in the City of New York 1970 — 1974
BA, Economics
David Valentiner, CFA's Banc of America Securities Experience 1997 - 2000
Job CEO, TinkBird Healthcare Staffing South Carolina at TinkBird Healthcare Staffing
Industry Information Technology and Services
Experience
TinkBird Healthcare Staffing August 2015 - Present
Boardroom Insiders January 2015 - August 2015
Fifth Third Capital Markets November 2010 - November 2014
Bank of America Merrill Lynch February 2007 - September 2010
Sovereign Bank 2003 - 2006
Banc of America Securities 1997 - 2000
Signet Bank 1996 - 1997
Skills
Corporate Finance, Valuation, Derivatives, Commodity, Fixed Income, Mergers & Acquisitions, Trading, Investment Banking, Credit, Hedging, Analysis, Financial Modeling, Energy
Education
Davidson College 1992 — 1996
Political Science
TinkBird Healthcare Staffing August 2015 - Present
Boardroom Insiders January 2015 - August 2015
Fifth Third Capital Markets November 2010 - November 2014
Bank of America Merrill Lynch February 2007 - September 2010
Sovereign Bank 2003 - 2006
Banc of America Securities 1997 - 2000
Signet Bank 1996 - 1997
Skills
Corporate Finance, Valuation, Derivatives, Commodity, Fixed Income, Mergers & Acquisitions, Trading, Investment Banking, Credit, Hedging, Analysis, Financial Modeling, Energy
Education
Davidson College 1992 — 1996
Political Science
Liz Sheehan's Banc of America Securities Experience 2000 - 2002
Job Independent Consultant
Industry Hospital & Health Care
Experience
Clarion Healthcare January 2012 - September 2013
Gerson Lehrman Group June 2004 - January 2011
Banc of America Securities 2000 - 2002
J.P Morgan H&Q 1998 - 1999
Skills
Biotechnology, Healthcare, Business Strategy, Strategy, Oncology, Strategic Planning, Competitive Analysis, Change Management, Financial Modeling, Strategic Partnerships, Market Research, Investments, Financial Analysis, Business Development, Marketing, Private Equity, Venture Capital, Management Consulting, Start-ups, Sales, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
Master of Business Administration (MBA), Healthcare
Mills College 1999 — 2000
Post-Bac, Pre-Medical Degree
Cornell University 1993 — 1997
BA, History
Clarion Healthcare January 2012 - September 2013
Gerson Lehrman Group June 2004 - January 2011
Banc of America Securities 2000 - 2002
J.P Morgan H&Q 1998 - 1999
Skills
Biotechnology, Healthcare, Business Strategy, Strategy, Oncology, Strategic Planning, Competitive Analysis, Change Management, Financial Modeling, Strategic Partnerships, Market Research, Investments, Financial Analysis, Business Development, Marketing, Private Equity, Venture Capital, Management Consulting, Start-ups, Sales, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
Master of Business Administration (MBA), Healthcare
Mills College 1999 — 2000
Post-Bac, Pre-Medical Degree
Cornell University 1993 — 1997
BA, History
Michael Balbick Michael Balbick's Banc of America Securities Experience June 2006 - October 2008
Job Director, CrossAsset Solutions at Société Générale
Industry Banking
Experience
Société Générale August 2014 - Present
Merrill Lynch December 2013 - August 2014
Bank of America June 2006 - October 2008
Banc of America Securities June 2006 - October 2008
BNP Paribas June 2006 - October 2008
Skills
Hedge Funds, Equities, Portfolio Management, Trading, Financial Services, Fixed Income, Finance, Derivatives, Capital Markets, Management
Education
Cornell University 2002 — 2006
2006, Industrial & Labor Relations
CORNELL UNIVERSITY, School of Industrial and Labor Relations
Bachelor of Science, Industrial and Labor Relations
Société Générale August 2014 - Present
Merrill Lynch December 2013 - August 2014
Bank of America June 2006 - October 2008
Banc of America Securities June 2006 - October 2008
BNP Paribas June 2006 - October 2008
Skills
Hedge Funds, Equities, Portfolio Management, Trading, Financial Services, Fixed Income, Finance, Derivatives, Capital Markets, Management
Education
Cornell University 2002 — 2006
2006, Industrial & Labor Relations
CORNELL UNIVERSITY, School of Industrial and Labor Relations
Bachelor of Science, Industrial and Labor Relations
Scott Irvin Scott Irvin's Banc of America Securities Experience 2001 - 2007
Job Ratings and Capital Structure Advisory
Industry Investment Banking
Experience
KeyBanc Capital Markets December 2014 - Present
SunTrust Robinson Humphrey April 2007 - June 2014
Banc of America Securities 2001 - 2007
Skills
Ratings Advisory, Financial Structuring, Credit Analysis, Structuring, Series 7, Capital Markets, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Leveraged Finance, Private Equity
Education
University of South Carolina - The Moore School of Business 1999 — 2001
MBA, International Business
Davidson College 1986 — 1990
BA, German
KeyBanc Capital Markets December 2014 - Present
SunTrust Robinson Humphrey April 2007 - June 2014
Banc of America Securities 2001 - 2007
Skills
Ratings Advisory, Financial Structuring, Credit Analysis, Structuring, Series 7, Capital Markets, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Leveraged Finance, Private Equity
Education
University of South Carolina - The Moore School of Business 1999 — 2001
MBA, International Business
Davidson College 1986 — 1990
BA, German
Keith Corcoran's Banc of America Securities Experience May 2000 - October 2002
Job Creative Director, leader and mentor specializing in creating lasting emotional connections between brands and consumers
Industry Design
Experience
Cleveland Institute of Art July 2014 - Present
Vendors Exchange International, Inc. March 2014 - Present
Lakeland Community College July 2013 - May 2014
keithcorcoran.com December 2005 - March 2014
American Greetings December 2005 - February 2012
Emmis Communications 2004 - 2005
Freelance 2002 - 2004
Banc of America Securities May 2000 - October 2002
US Army 1998 - 2000
US Army 1996 - 1998
Skills
Creative Direction, Art Direction, Creative Problem Solving, Online Advertising, User Interface Design, User Experience, Brand Development, Storyboarding, Flash Design, Flash Animation, After Effects, Photoshop, Audio Editing, Video Editing, Illustrator, Adobe Creative Suite, Cross-functional Team..., Flash, Interactive Media, Visual Communication, Animation, Layout, Management, Illustration, Interaction Design, Advertising, Product Development, Graphics, Branding & Identity, Running with Scissors, Managing Creative Teams, G.I. Joe Kung Fu Grip, Concept Design, Concept Development, Copywriting, Posters, Multimedia, Art, Digital Illustration, Logo Design, Typography, Corporate Identity, Video, Packaging, Graphic Design, Web Design, User Interface, Leadership
Education
Cuyahoga Community College 2012 — 2014
Associate of Applied Business, Animation, Interactive Technology, Video Graphics and Special Effects
Defense Information School 1994 — 1994
Multimedia Illustration and Design Certificate, Design and Visual Communications, General
Cleveland Institute of Art July 2014 - Present
Vendors Exchange International, Inc. March 2014 - Present
Lakeland Community College July 2013 - May 2014
keithcorcoran.com December 2005 - March 2014
American Greetings December 2005 - February 2012
Emmis Communications 2004 - 2005
Freelance 2002 - 2004
Banc of America Securities May 2000 - October 2002
US Army 1998 - 2000
US Army 1996 - 1998
Skills
Creative Direction, Art Direction, Creative Problem Solving, Online Advertising, User Interface Design, User Experience, Brand Development, Storyboarding, Flash Design, Flash Animation, After Effects, Photoshop, Audio Editing, Video Editing, Illustrator, Adobe Creative Suite, Cross-functional Team..., Flash, Interactive Media, Visual Communication, Animation, Layout, Management, Illustration, Interaction Design, Advertising, Product Development, Graphics, Branding & Identity, Running with Scissors, Managing Creative Teams, G.I. Joe Kung Fu Grip, Concept Design, Concept Development, Copywriting, Posters, Multimedia, Art, Digital Illustration, Logo Design, Typography, Corporate Identity, Video, Packaging, Graphic Design, Web Design, User Interface, Leadership
Education
Cuyahoga Community College 2012 — 2014
Associate of Applied Business, Animation, Interactive Technology, Video Graphics and Special Effects
Defense Information School 1994 — 1994
Multimedia Illustration and Design Certificate, Design and Visual Communications, General
Claire Kimple Claire Kimple's Banc of America Securities Experience April 2000 - December 2007
Job Events Director / Consultant
Industry Events Services
Experience
Walmart eCommerce April 2015 - Present
LJF Events March 2014 - May 2015
The Linux Foundation March 2014 - March 2015
Avangate September 2014 - January 2015
Economic Development Corporation 2012 - 2013
Schweichler Price Mullarkey & Barry 2011 - October 2012
Roth Capital Partners 2009 - 2010
Cheuvreux (subsidiary of Credit Agricole) 2008 - 2009
Banc of America Securities April 2000 - December 2007
HVS June 1999 - June 2000
Skills
Project Management, Technology Recruitment, Recruiting, Event Management, Technology, Marketing Management, Series 7, Series 63, Corporate Events, Leadership, Public Relations, Sales, Marketing Communications, Social Networking, Social Media Marketing, Executive Search, Event Planning, Equities, Investment Banking, Marketing, Competitive Analysis, Entrepreneurship
Education
Cornell University 1995 — 1999
BS, Hotel Administration
Walmart eCommerce April 2015 - Present
LJF Events March 2014 - May 2015
The Linux Foundation March 2014 - March 2015
Avangate September 2014 - January 2015
Economic Development Corporation 2012 - 2013
Schweichler Price Mullarkey & Barry 2011 - October 2012
Roth Capital Partners 2009 - 2010
Cheuvreux (subsidiary of Credit Agricole) 2008 - 2009
Banc of America Securities April 2000 - December 2007
HVS June 1999 - June 2000
Skills
Project Management, Technology Recruitment, Recruiting, Event Management, Technology, Marketing Management, Series 7, Series 63, Corporate Events, Leadership, Public Relations, Sales, Marketing Communications, Social Networking, Social Media Marketing, Executive Search, Event Planning, Equities, Investment Banking, Marketing, Competitive Analysis, Entrepreneurship
Education
Cornell University 1995 — 1999
BS, Hotel Administration
Whitney (Som-Pimpong) White Whitney (Som-Pimpong) White's Banc of America Securities Experience June 2007 - August 2007
Job Strategy & Operations Leader I Entrepreneur
Industry Management Consulting
Experience
Afara Global 2011 - Present
Modern Guild 2013 - Present
Google Express 2014 - 2015
McMaster-Carr 2011 - 2013
City of Atlanta Mayor's Office 2010 - 2011
Bain & Company 2008 - 2010
Banc of America Securities June 2007 - August 2007
Scholastic June 2006 - August 2006
Davidson College 2004 - 2006
Children's Defense Fund June 2005 - August 2005
Skills
Data Analysis, Strategy, Management Consulting, Project Management, Leadership, Business Strategy, Operations Management, Entrepreneurship, Leadership Development, Strategic Planning, Cross-functional Team..., Talent Management, Program Management, Business Development
Education
Davidson College 2004 — 2008
BA, Anthropology
Afara Global 2011 - Present
Modern Guild 2013 - Present
Google Express 2014 - 2015
McMaster-Carr 2011 - 2013
City of Atlanta Mayor's Office 2010 - 2011
Bain & Company 2008 - 2010
Banc of America Securities June 2007 - August 2007
Scholastic June 2006 - August 2006
Davidson College 2004 - 2006
Children's Defense Fund June 2005 - August 2005
Skills
Data Analysis, Strategy, Management Consulting, Project Management, Leadership, Business Strategy, Operations Management, Entrepreneurship, Leadership Development, Strategic Planning, Cross-functional Team..., Talent Management, Program Management, Business Development
Education
Davidson College 2004 — 2008
BA, Anthropology
Mark Forsyth Mark Forsyth's Banc of America Securities Experience 2008 - 2009
Job Director, Strategic Development at Comcast
Industry Telecommunications
Experience
Comcast May 2015 - Present
Comcast March 2014 - May 2015
Comcast June 2011 - March 2014
Comcast 2009 - June 2011
Banc of America Securities 2008 - 2009
SAGE Scholars 2002 - 2006
Skills
Valuation, Financial Modeling, Due Diligence, Capital Markets, Treasury, Finance, Business Development, Financial Analysis, Corporate Finance, Corporate Development, Investments, Mergers & Acquisitions, Private Equity
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance & Accounting
St. Lawrence University 1998 — 2002
B.A., Economics & History
Randolph HS
Comcast May 2015 - Present
Comcast March 2014 - May 2015
Comcast June 2011 - March 2014
Comcast 2009 - June 2011
Banc of America Securities 2008 - 2009
SAGE Scholars 2002 - 2006
Skills
Valuation, Financial Modeling, Due Diligence, Capital Markets, Treasury, Finance, Business Development, Financial Analysis, Corporate Finance, Corporate Development, Investments, Mergers & Acquisitions, Private Equity
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance & Accounting
St. Lawrence University 1998 — 2002
B.A., Economics & History
Randolph HS
Helena Chan, CFA Helena Chan, CFA's Banc of America Securities Experience August 2008 - May 2009
Job Analyst at Altrinsic Global Advisors
Industry Research
Experience
Altrinsic Global Advisors August 2014 - Present
Tradewinds Global Investors, Nuveen Investments May 2009 - August 2014
Banc of America Securities August 2008 - May 2009
Skills
Equity Research, Food & Agribusiness, Investments, Valuation, Emerging Markets, Equities, Financial Analysis, Financial Modeling, Fundamental Analysis, Chartered Financial..., Bloomberg, Equity Valuation, Fixed Income, Capital Markets, Alternative Investments, Hedge Funds
Education
Cornell University 2004 — 2008
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Altrinsic Global Advisors August 2014 - Present
Tradewinds Global Investors, Nuveen Investments May 2009 - August 2014
Banc of America Securities August 2008 - May 2009
Skills
Equity Research, Food & Agribusiness, Investments, Valuation, Emerging Markets, Equities, Financial Analysis, Financial Modeling, Fundamental Analysis, Chartered Financial..., Bloomberg, Equity Valuation, Fixed Income, Capital Markets, Alternative Investments, Hedge Funds
Education
Cornell University 2004 — 2008
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Anthony Patroni, CFA's Banc of America Securities Experience January 2005 - January 2009
Job Institutional Equity Sales at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2013 - Present
Deutsche Bank Securities June 2009 - April 2013
Banc of America Securities January 2005 - January 2009
Skills
Microsoft Office, Start-ups, Financial Modeling, Financial Analysis, Valuation, Private Equity, Investments, Business Strategy, Capital Markets, Business Development, Strategic Planning, Hedge Funds, Asset Management, Investment Banking, Series 63, Corporate Finance
Education
Cornell University 2000 — 2004
BA, Economics, Spanish
RBC Capital Markets April 2013 - Present
Deutsche Bank Securities June 2009 - April 2013
Banc of America Securities January 2005 - January 2009
Skills
Microsoft Office, Start-ups, Financial Modeling, Financial Analysis, Valuation, Private Equity, Investments, Business Strategy, Capital Markets, Business Development, Strategic Planning, Hedge Funds, Asset Management, Investment Banking, Series 63, Corporate Finance
Education
Cornell University 2000 — 2004
BA, Economics, Spanish
Jennifer Baskin Jennifer Baskin's Banc of America Securities Experience June 2003 - October 2009
Job Investor
Industry Financial Services
Experience
Credit Suisse November 2009 - June 2014
Banc of America Securities June 2003 - October 2009
Skills
Emerging Markets, Business Development, Capital Markets, Bloomberg, Partnerships, Fixed Income, Derivatives, Hedge Funds, Negotiation, Investment Banking, Team Development, Valuation, Trading, Angel Investing, Alternative Investments, Currency, Product Development, Personal Finance, Sales, Strategic Alliances, Financial News, Cross-functional Team..., Blogging
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics and Political Science
Credit Suisse November 2009 - June 2014
Banc of America Securities June 2003 - October 2009
Skills
Emerging Markets, Business Development, Capital Markets, Bloomberg, Partnerships, Fixed Income, Derivatives, Hedge Funds, Negotiation, Investment Banking, Team Development, Valuation, Trading, Angel Investing, Alternative Investments, Currency, Product Development, Personal Finance, Sales, Strategic Alliances, Financial News, Cross-functional Team..., Blogging
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics and Political Science
Anuradha Gurung Anuradha Gurung's Banc of America Securities Experience 2003 - 2004
Job Investor Lead, Focusing Capital on the Long Term initiative
Industry Financial Services
Experience
The Ground_Up Project 2015 - Present
CPP Investment Board 2013 - Present
Green Sea Group 2013 - Present
KLTI Advisors 2013 - Present
The Vanguard Forum 2013 - 2014
World Economic Forum 2012 - 2013
World Economic Forum 2006 - 2012
World Economic Forum 2006 - 2009
Banc of America Securities 2003 - 2004
Schneeweis Partners LLC 2002 - 2003
Skills
Private Equity, Valuation, Project Management, Strategy, Research, Thought Leadership, Financial Services, Alternative Investments, Mergers & Acquisitions, Venture Capital, Emerging Markets, Internal Communications, Strategic Communications, Program Development, International..., Staff Development, Due Diligence, Economics, Investments, Analysis
Education
World Economic Forum 2006 — 2009
Masters, Global Leadership
Duke University 2004 — 2006
MPP
Smith College 1997 — 2001
BA, Economics
Budhanilkantha 1994 — 1996
A Levels
The Ground_Up Project 2015 - Present
CPP Investment Board 2013 - Present
Green Sea Group 2013 - Present
KLTI Advisors 2013 - Present
The Vanguard Forum 2013 - 2014
World Economic Forum 2012 - 2013
World Economic Forum 2006 - 2012
World Economic Forum 2006 - 2009
Banc of America Securities 2003 - 2004
Schneeweis Partners LLC 2002 - 2003
Skills
Private Equity, Valuation, Project Management, Strategy, Research, Thought Leadership, Financial Services, Alternative Investments, Mergers & Acquisitions, Venture Capital, Emerging Markets, Internal Communications, Strategic Communications, Program Development, International..., Staff Development, Due Diligence, Economics, Investments, Analysis
Education
World Economic Forum 2006 — 2009
Masters, Global Leadership
Duke University 2004 — 2006
MPP
Smith College 1997 — 2001
BA, Economics
Budhanilkantha 1994 — 1996
A Levels
Joe Basralian's Banc of America Securities Experience 2002 - 2008
Job Investor Relations at Farmstead Capital Management
Industry Investment Management
Experience
Farmstead Capital Management September 2013 - Present
The Nature Conservancy April 2010 - September 2013
NJ Audubon Society February 2009 - April 2010
Banc of America Securities 2002 - 2008
DLJ and Credit Suisse February 1995 - December 2002
Financial World Magazine May 1994 - February 1995
NJ Elected Officials 1990 - 1993
Skills
Fundraising, Strategy, Strategic Planning, Investments, Nonprofits, Research, Strategic Communications, Analysis, Philanthropy, Capital Markets, Investor Relations, Equity Research, Economic Development, Sustainability, Equities, Finance, Leadership, Non-profits, Policy, Community Outreach, Public Speaking, Proposal Writing, Program Management, Portfolio Management, Policy Analysis, Grant Writing, Grants, Negotiation, Government, Data Analysis, Business Strategy, Quality Assurance, Public Policy, Editorial
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Economics and Management
Cornell University 1990 — 1994
Bachelor's Degree, College Scholar. Phi Beta Kappa (top 10% of class)
University of Oxford 1992 — 1993
PPE
Ramapo High School 1985 — 1990
Farmstead Capital Management September 2013 - Present
The Nature Conservancy April 2010 - September 2013
NJ Audubon Society February 2009 - April 2010
Banc of America Securities 2002 - 2008
DLJ and Credit Suisse February 1995 - December 2002
Financial World Magazine May 1994 - February 1995
NJ Elected Officials 1990 - 1993
Skills
Fundraising, Strategy, Strategic Planning, Investments, Nonprofits, Research, Strategic Communications, Analysis, Philanthropy, Capital Markets, Investor Relations, Equity Research, Economic Development, Sustainability, Equities, Finance, Leadership, Non-profits, Policy, Community Outreach, Public Speaking, Proposal Writing, Program Management, Portfolio Management, Policy Analysis, Grant Writing, Grants, Negotiation, Government, Data Analysis, Business Strategy, Quality Assurance, Public Policy, Editorial
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Economics and Management
Cornell University 1990 — 1994
Bachelor's Degree, College Scholar. Phi Beta Kappa (top 10% of class)
University of Oxford 1992 — 1993
PPE
Ramapo High School 1985 — 1990
Taikwan Chin Wright's Banc of America Securities Experience 1997 - 1999
Job Something new in the works...
Industry Individual & Family Services
Experience
Live Gamer November 2011 - August 2014
Microsoft 2006 - 2009
Massive Incorporated 2002 - 2006
Encyclopedia Britannica 1999 - 2001
Banc of America Securities 1997 - 1999
Skills
Product Management, Project Management, Product Development, User Interface Design, Usability, Start-ups, User Experience, Functional..., Wireframes, Use Case, Financial Modeling, Quantitative Analytics
Education
Dartmouth College
BA, Psychology
Harvard University Graduate School of Education
EdM, Education
Live Gamer November 2011 - August 2014
Microsoft 2006 - 2009
Massive Incorporated 2002 - 2006
Encyclopedia Britannica 1999 - 2001
Banc of America Securities 1997 - 1999
Skills
Product Management, Project Management, Product Development, User Interface Design, Usability, Start-ups, User Experience, Functional..., Wireframes, Use Case, Financial Modeling, Quantitative Analytics
Education
Dartmouth College
BA, Psychology
Harvard University Graduate School of Education
EdM, Education
Chip Wilson Chip Wilson's Banc of America Securities Experience 1994 - 2003
Job CFO & Business Development with an Operating Focus Connecting the Big Picture to the Bottom Line
Industry Fishery
Experience
Coastal Villages Region Fund 2014 - Present
Trinity Frozen Foods 2012 - 2014
Pronet 2010 - 2012
Milestone Partners, LLC 2010 - 2012
Catalyst Advisors 2007 - 2010
The Elevator Channel 2004 - 2007
Viridian Capital Partners 2003 - 2004
Banc of America Securities 1994 - 2003
Bank of America 1994 - 1994
Banc of America Securities 1992 - 1994
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Private Equity, Investment Banking, Entrepreneurship, Business Strategy, Management, Executive Management, Leadership, Strategic Planning, Corporate Finance, Mergers, Business Development, Finance, Financial Analysis, Competitive Analysis, Venture Capital, Capital Markets, Valuation, Investments, Negotiation, Start-ups, Team Building, M&A experience, Project Management, Small Business, Cash Flow Forecasting, Equity Valuation, Corporate Management, Cash Flow Management, Deal Making, Debt Markets, Working Capital..., M&A due diligence, Capital Structure, Online Marketing, Financial Risk
Education
Harvard Business School 1990 — 1992
MBA, Corporate Finance, Capital Markets
Dartmouth College 1983 — 1988
AB, Economics / Computer Science
Coastal Villages Region Fund 2014 - Present
Trinity Frozen Foods 2012 - 2014
Pronet 2010 - 2012
Milestone Partners, LLC 2010 - 2012
Catalyst Advisors 2007 - 2010
The Elevator Channel 2004 - 2007
Viridian Capital Partners 2003 - 2004
Banc of America Securities 1994 - 2003
Bank of America 1994 - 1994
Banc of America Securities 1992 - 1994
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Private Equity, Investment Banking, Entrepreneurship, Business Strategy, Management, Executive Management, Leadership, Strategic Planning, Corporate Finance, Mergers, Business Development, Finance, Financial Analysis, Competitive Analysis, Venture Capital, Capital Markets, Valuation, Investments, Negotiation, Start-ups, Team Building, M&A experience, Project Management, Small Business, Cash Flow Forecasting, Equity Valuation, Corporate Management, Cash Flow Management, Deal Making, Debt Markets, Working Capital..., M&A due diligence, Capital Structure, Online Marketing, Financial Risk
Education
Harvard Business School 1990 — 1992
MBA, Corporate Finance, Capital Markets
Dartmouth College 1983 — 1988
AB, Economics / Computer Science
Arnab Banerjee Arnab Banerjee's Banc of America Securities Experience September 2007 - November 2008
Job Desktop Engineer at Bloomberg Philanthropies
Industry Information Technology and Services
Experience
Bloomberg Philanthropies April 2015 - Present
Drew Marine August 2014 - January 2015
TD Securities February 2013 - June 2014
The Blackstone Group March 2011 - February 2013
Apollo Management November 2008 - July 2011
Banc of America Securities September 2007 - November 2008
Rolex Watch USA, Inc August 2006 - September 2007
Hanover Capital Mortgage Holdings, Inc December 2005 - June 2006
Comcast October 2004 - December 2005
Skills
Windows Server, Microsoft Exchange, Active Directory, Disaster Recovery, Servers, Blackberry Enterprise..., Citrix, XP, Data Center, Hardware, Cisco Technologies, Help Desk Support, SharePoint, System Deployment, Technical Support, Troubleshooting, Visio, Windows XP, Information Technology, Infrastructure, Network Security
Education
DeVry University
Bachelors of Science, Network and Communications Management
Virginia Polytechnic Institute and State University 1999 — 2003
Electrical Engineering
Bloomberg Philanthropies April 2015 - Present
Drew Marine August 2014 - January 2015
TD Securities February 2013 - June 2014
The Blackstone Group March 2011 - February 2013
Apollo Management November 2008 - July 2011
Banc of America Securities September 2007 - November 2008
Rolex Watch USA, Inc August 2006 - September 2007
Hanover Capital Mortgage Holdings, Inc December 2005 - June 2006
Comcast October 2004 - December 2005
Skills
Windows Server, Microsoft Exchange, Active Directory, Disaster Recovery, Servers, Blackberry Enterprise..., Citrix, XP, Data Center, Hardware, Cisco Technologies, Help Desk Support, SharePoint, System Deployment, Technical Support, Troubleshooting, Visio, Windows XP, Information Technology, Infrastructure, Network Security
Education
DeVry University
Bachelors of Science, Network and Communications Management
Virginia Polytechnic Institute and State University 1999 — 2003
Electrical Engineering
Derrick Mayo, CPA Derrick Mayo, CPA's Banc of America Securities Experience January 2003 - November 2007
Job Manager Valuation Review Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Deloitte Transactions and Business Analytics LLP September 2010 - June 2014
Banc of America Securities January 2003 - November 2007
New York Jets June 2002 - February 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Bloomberg, Investments, Capital Markets, Corporate Finance, Finance, Equities, Data Analysis, Strategy, Mergers, Economics, Business Valuation
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance & Professional Accounting
Columbia University in the City of New York 1998 — 2002
BA, Economics
Morgan Stanley July 2014 - Present
Deloitte Transactions and Business Analytics LLP September 2010 - June 2014
Banc of America Securities January 2003 - November 2007
New York Jets June 2002 - February 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Bloomberg, Investments, Capital Markets, Corporate Finance, Finance, Equities, Data Analysis, Strategy, Mergers, Economics, Business Valuation
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance & Professional Accounting
Columbia University in the City of New York 1998 — 2002
BA, Economics
Aaron Trent's Banc of America Securities Experience July 2007 - August 2008
Job VP/CFO at Nicole Lanteri Design
Industry Design
Experience
Nicole Lanteri Design January 2015 - Present
Edison Electric Institute (EEI) November 2008 - January 2015
Banc of America Securities July 2007 - August 2008
Naval Reactors October 1999 - September 2004
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Cornell University 1994 — 1998
BS, Applied Economics and Business Management
Nicole Lanteri Design January 2015 - Present
Edison Electric Institute (EEI) November 2008 - January 2015
Banc of America Securities July 2007 - August 2008
Naval Reactors October 1999 - September 2004
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Cornell University 1994 — 1998
BS, Applied Economics and Business Management
Ashwin Krishnan's Banc of America Securities Experience June 2006 - August 2006
Job CoFounder at SpareHire
Industry Venture Capital & Private Equity
Experience
SpareHire April 2013 - Present
CVC Capital Partners November 2010 - September 2012
Audax Group July 2010 - October 2010
Audax Group July 2007 - June 2010
Banc of America Securities June 2006 - August 2006
Skills
Private Equity, LBO, Venture Capital, Financial Modeling, Valuation, Due Diligence, Corporate Development, Mergers, Corporate Finance, M&A experience, Investment Banking, Emerging Markets, Investments, Financial Analysis, Alternative Investments, Leveraged Finance, Business Strategy, Restructuring, Management Consulting, Portfolio Management, Capital Markets, Financial Structuring
Education
Duke University 2003 — 2007
BS, Biology / Economics
Ranney School 1998 — 2003
SpareHire April 2013 - Present
CVC Capital Partners November 2010 - September 2012
Audax Group July 2010 - October 2010
Audax Group July 2007 - June 2010
Banc of America Securities June 2006 - August 2006
Skills
Private Equity, LBO, Venture Capital, Financial Modeling, Valuation, Due Diligence, Corporate Development, Mergers, Corporate Finance, M&A experience, Investment Banking, Emerging Markets, Investments, Financial Analysis, Alternative Investments, Leveraged Finance, Business Strategy, Restructuring, Management Consulting, Portfolio Management, Capital Markets, Financial Structuring
Education
Duke University 2003 — 2007
BS, Biology / Economics
Ranney School 1998 — 2003
Jacob Sills Jacob Sills's Banc of America Securities Experience June 2006 - June 2008
Job CoFounder and CEO at Uptrust
Industry Information Technology and Services
Experience
Uptrust February 2015 - Present
The Wharton School August 2012 - May 2014
NGP Energy Technology Partners June 2013 - August 2013
TEM Capital July 2008 - April 2012
Silicon Valley Social Venture Fund (SV2) January 2011 - March 2012
Banc of America Securities June 2006 - June 2008
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Venture Capital, Mergers, Corporate Development, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, M&A experience, Alternative Investments, Investments, Portfolio Management, Financial Analysis, LBO, Business Strategy, Risk Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2002 — 2006
BA, Asian Studies
Uptrust February 2015 - Present
The Wharton School August 2012 - May 2014
NGP Energy Technology Partners June 2013 - August 2013
TEM Capital July 2008 - April 2012
Silicon Valley Social Venture Fund (SV2) January 2011 - March 2012
Banc of America Securities June 2006 - June 2008
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Venture Capital, Mergers, Corporate Development, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, M&A experience, Alternative Investments, Investments, Portfolio Management, Financial Analysis, LBO, Business Strategy, Risk Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2002 — 2006
BA, Asian Studies
Brandt Bowden Brandt Bowden's Banc of America Securities Experience 2001 - 2002
Job Partner at Hanover
Industry Real Estate
Experience
The Hanover Company August 2002 - Present
Banc of America Securities 2001 - 2002
Education
Dartmouth College 1996 — 2000
BA, English
The Kinkaid School 1992 — 1996
The Hanover Company August 2002 - Present
Banc of America Securities 2001 - 2002
Education
Dartmouth College 1996 — 2000
BA, English
The Kinkaid School 1992 — 1996
Tom Denison Tom Denison's Banc of America Securities Experience 2004 - 2007
Job Managing Director at The Chicago Corporation
Industry Investment Banking
Experience
The Chicago Corporation February 2010 - Present
Brown Gibbons Lang & Company 2007 - 2008
Banc of America Securities 2004 - 2007
Banc of America Securities 1998 - 2004
Bank of America 1998 - 1998
Bank of America 1994 - 1998
Continental Illinois Bank 1979 - 1994
Price Waterhouse 1977 - 1979
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Accounting & Finance
Dartmouth College 1971 — 1975
A.B. cum laude, Government, w/distinction
The Chicago Corporation February 2010 - Present
Brown Gibbons Lang & Company 2007 - 2008
Banc of America Securities 2004 - 2007
Banc of America Securities 1998 - 2004
Bank of America 1998 - 1998
Bank of America 1994 - 1998
Continental Illinois Bank 1979 - 1994
Price Waterhouse 1977 - 1979
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Accounting & Finance
Dartmouth College 1971 — 1975
A.B. cum laude, Government, w/distinction
Ed Freidheim Ed Freidheim's Banc of America Securities Experience June 2008 - August 2008
Job Vice President at Cougle Commission Company
Industry Food Production
Experience
Cougle Commission Company August 2009 - Present
Banc of America Securities June 2008 - August 2008
UBS Investment Bank March 2005 - June 2007
UBS Investment Bank July 2002 - February 2005
Skills
Valuation, Financial Modeling, Investment Banking, Fixed Income, Equities, Due Diligence, Capital Markets, Corporate Finance, Bloomberg, Corporate Development, Financial Analysis, Derivatives
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Management & Strategy, Management & Organizations
Dartmouth College 1998 — 2002
AB, History
The Latin School of Chicago 1984 — 1998
Cougle Commission Company August 2009 - Present
Banc of America Securities June 2008 - August 2008
UBS Investment Bank March 2005 - June 2007
UBS Investment Bank July 2002 - February 2005
Skills
Valuation, Financial Modeling, Investment Banking, Fixed Income, Equities, Due Diligence, Capital Markets, Corporate Finance, Bloomberg, Corporate Development, Financial Analysis, Derivatives
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Management & Strategy, Management & Organizations
Dartmouth College 1998 — 2002
AB, History
The Latin School of Chicago 1984 — 1998
Lauren Morse Lauren Morse's Banc of America Securities Experience 2007 - 2008
Job Director, Transformation at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health July 2014 - Present
Bain & Company August 2012 - July 2014
Bain & Company June 2011 - August 2011
Fennebresque & Co. 2008 - 2010
Banc of America Securities 2007 - 2008
Banc of America Securities June 2006 - August 2006
Skills
Management Consulting, Strategy, Financial Modeling, Mergers & Acquisitions, Finance, Project Management, Client Development, Marketing Strategy, Consumer Insight, Competitive Analysis, Private Equity, Valuation, Business Strategy, Strategic Consulting
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Marketing, Strategy
Davidson College
BA, Economics, Math
Walter Johnson High School
Bethesda, MD
Evolent Health July 2014 - Present
Bain & Company August 2012 - July 2014
Bain & Company June 2011 - August 2011
Fennebresque & Co. 2008 - 2010
Banc of America Securities 2007 - 2008
Banc of America Securities June 2006 - August 2006
Skills
Management Consulting, Strategy, Financial Modeling, Mergers & Acquisitions, Finance, Project Management, Client Development, Marketing Strategy, Consumer Insight, Competitive Analysis, Private Equity, Valuation, Business Strategy, Strategic Consulting
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Marketing, Strategy
Davidson College
BA, Economics, Math
Walter Johnson High School
Bethesda, MD
Dunn Mileham's Banc of America Securities Experience September 1999 - July 2001
Job Director of Investment Property Sales for Trinity Partners
Industry Real Estate
Experience
Trinity Partners December 2009 - Present
Morgan Joseph & Co. Inc. March 2004 - December 2008
RBC Centura May 2002 - August 2002
Banc of America Securities September 1999 - July 2001
Faison Capital Advisors June 1997 - August 1999
Skills
Valuation, Financial Modeling, Investment Banking, Mergers, Real Estate, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Corporate Finance, Asset Managment, Investments
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
MBA
Davidson College 1993 — 1997
BA
Trinity Partners December 2009 - Present
Morgan Joseph & Co. Inc. March 2004 - December 2008
RBC Centura May 2002 - August 2002
Banc of America Securities September 1999 - July 2001
Faison Capital Advisors June 1997 - August 1999
Skills
Valuation, Financial Modeling, Investment Banking, Mergers, Real Estate, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Corporate Finance, Asset Managment, Investments
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
MBA
Davidson College 1993 — 1997
BA
David LaMacchia's Banc of America Securities Experience 2001 - 2003
Job Vice President, Corporate Development at US Anesthesia Partners
Industry Hospital & Health Care
Experience
US Anesthesia Partners May 2014 - Present
Carestream Health January 2013 - May 2014
Carestream Health August 2009 - January 2013
SAC Capital Advisors June 2007 - August 2009
The Wharton School, University of Pennsylvania August 2005 - May 2007
Consonance Capital 2006 - 2006
ATP Capital LP August 2003 - July 2005
Banc of America Securities 2001 - 2003
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Cornell University 1997 — 2001
BS
US Anesthesia Partners May 2014 - Present
Carestream Health January 2013 - May 2014
Carestream Health August 2009 - January 2013
SAC Capital Advisors June 2007 - August 2009
The Wharton School, University of Pennsylvania August 2005 - May 2007
Consonance Capital 2006 - 2006
ATP Capital LP August 2003 - July 2005
Banc of America Securities 2001 - 2003
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Cornell University 1997 — 2001
BS
Matt Danzeisen's Banc of America Securities Experience 2000 - 2001
Job Portfolio Manager at Clarium Capital
Industry Investment Management
Experience
Clarium Capital Management April 2008 - Present
Blackrock August 2002 - March 2008
Bank of America Securities June 2000 - December 2001
Banc of America Securities 2000 - 2001
Skills
Hedge Funds, Trading, Private Equity, Alternative Investments, Asset Management, Fixed Income, Equities, Valuation, Bloomberg, Capital Markets, Financial Modeling, Portfolio Management, Venture Capital, Investments, Derivatives, Due Diligence, Asset Allocation, Global Macro, Options, FX Options, Financial Analysis, Start-ups, Quantitative Finance
Education
Cornell University 1995 — 1999
BS, Finance, Economics
high school
Clarium Capital Management April 2008 - Present
Blackrock August 2002 - March 2008
Bank of America Securities June 2000 - December 2001
Banc of America Securities 2000 - 2001
Skills
Hedge Funds, Trading, Private Equity, Alternative Investments, Asset Management, Fixed Income, Equities, Valuation, Bloomberg, Capital Markets, Financial Modeling, Portfolio Management, Venture Capital, Investments, Derivatives, Due Diligence, Asset Allocation, Global Macro, Options, FX Options, Financial Analysis, Start-ups, Quantitative Finance
Education
Cornell University 1995 — 1999
BS, Finance, Economics
high school
Timothy Kitchen's Banc of America Securities Experience 2000 - 2002
Job
Industry Real Estate
Experience
Eastgate Realty November 2014 - Present
Eastgate Realty January 2011 - October 2014
Eastgate Realty August 2007 - December 2010
Zodiac Maritime September 2006 - July 2007
Banc of America Securities 2000 - 2002
Skills
Real Estate Development, Debt, Structuring, Valuation, Real Estate, Dispositions, Real Estate Finance, Real Estate Economics, Financial Structuring, Disposition, Market Analysis, Real Estate Transactions, Real Estate Financing, Financial Modeling, Negotiation, Due Diligence, Real Estate Private..., Asset Management, Investments
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Dartmouth College 1996 — 2000
AB
Eastgate Realty November 2014 - Present
Eastgate Realty January 2011 - October 2014
Eastgate Realty August 2007 - December 2010
Zodiac Maritime September 2006 - July 2007
Banc of America Securities 2000 - 2002
Skills
Real Estate Development, Debt, Structuring, Valuation, Real Estate, Dispositions, Real Estate Finance, Real Estate Economics, Financial Structuring, Disposition, Market Analysis, Real Estate Transactions, Real Estate Financing, Financial Modeling, Negotiation, Due Diligence, Real Estate Private..., Asset Management, Investments
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Dartmouth College 1996 — 2000
AB
Shaun Parvez's Banc of America Securities Experience 2000 - 2002
Job President at SK E&S Americas
Industry Executive Office
Experience
SK E&S Americas / SK Holdings April 2009 - Present
Cowen and Company, LLC January 2004 - April 2009
Cowen and Company, LLC January 2004 - April 2009
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1999 - 2000
JPMorgan Chase 1998 - 1999
Johnson Controls, Inc. June 1991 - May 1996
Skills
Corporate Development, Financial Modeling, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Equity, Renewable Energy, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Due Diligence
Education
Yale University - Yale School of Management 1996 — 1998
MBA
New York University - Polytechnic School of Engineering 1987 — 1992
BS
Columbia University in the City of New York 1989 — 1991
Bronx H.S. of Science 1984 — 1987
Life
Life
SK E&S Americas / SK Holdings April 2009 - Present
Cowen and Company, LLC January 2004 - April 2009
Cowen and Company, LLC January 2004 - April 2009
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1999 - 2000
JPMorgan Chase 1998 - 1999
Johnson Controls, Inc. June 1991 - May 1996
Skills
Corporate Development, Financial Modeling, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Equity, Renewable Energy, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Due Diligence
Education
Yale University - Yale School of Management 1996 — 1998
MBA
New York University - Polytechnic School of Engineering 1987 — 1992
BS
Columbia University in the City of New York 1989 — 1991
Bronx H.S. of Science 1984 — 1987
Life
Life
Tim Frend's Banc of America Securities Experience 2004 - 2006
Job Vice President at HCI Equity Partners
Industry Venture Capital & Private Equity
Experience
HCI Equity Partners August 2006 - Present
Banc of America Securities 2004 - 2006
Education
Davidson College 1998 — 2002
Bachelor of Arts (BA), Economics
HCI Equity Partners August 2006 - Present
Banc of America Securities 2004 - 2006
Education
Davidson College 1998 — 2002
Bachelor of Arts (BA), Economics
Igor Cashyn's Banc of America Securities Experience 2006 - 2006
Job Inflation Trader, Vice President
Industry Financial Services
Experience
Goldman Sachs June 2011 - Present
Morgan Stanley March 2007 - June 2011
Banc of America Securities 2006 - 2006
TheMarkets.com 2005 - 2006
Skills
Fixed Income, Derivatives, Financial Modeling, Bloomberg, Capital Markets, Series 7, Financial Analysis, Valuation, Series 63
Education
Columbia University in the City of New York 2003 — 2007
B.S., Chemical Engineering / Economics
Goldman Sachs June 2011 - Present
Morgan Stanley March 2007 - June 2011
Banc of America Securities 2006 - 2006
TheMarkets.com 2005 - 2006
Skills
Fixed Income, Derivatives, Financial Modeling, Bloomberg, Capital Markets, Series 7, Financial Analysis, Valuation, Series 63
Education
Columbia University in the City of New York 2003 — 2007
B.S., Chemical Engineering / Economics
Scot Berg's Banc of America Securities Experience March 2006 - November 2011
Job Director Industrial and Diversified Services at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2011 - Present
Bank of America Merrill Lynch March 2006 - November 2011
Banc of America Securities March 2006 - November 2011
Skadden Arps 2002 - 2006
Education
University of Virginia School of Law 2000 — 2003
JD
Dartmouth College 1995 — 1999
BA
RBC Capital Markets November 2011 - Present
Bank of America Merrill Lynch March 2006 - November 2011
Banc of America Securities March 2006 - November 2011
Skadden Arps 2002 - 2006
Education
University of Virginia School of Law 2000 — 2003
JD
Dartmouth College 1995 — 1999
BA
John Pantalena's Banc of America Securities Experience July 2006 - December 2008
Job Director, Global Leveraged Finance at BofA Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch January 2009 - February 2011
Banc of America Securities July 2006 - December 2008
Banc of America Securities October 2003 - June 2006
Fleet Securities June 2002 - September 2003
Skills
Capital Markets, Emerging Markets, Valuation, Financial Modeling, Trading, Project Finance, Financial Analysis, Financial Structuring, Investment Banking, Entrepreneurship, Mergers, Equity Research, Corporate Finance, High Yield, Fixed Income
Education
Cornell University 1999 — 2002
B.S., Economics
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch January 2009 - February 2011
Banc of America Securities July 2006 - December 2008
Banc of America Securities October 2003 - June 2006
Fleet Securities June 2002 - September 2003
Skills
Capital Markets, Emerging Markets, Valuation, Financial Modeling, Trading, Project Finance, Financial Analysis, Financial Structuring, Investment Banking, Entrepreneurship, Mergers, Equity Research, Corporate Finance, High Yield, Fixed Income
Education
Cornell University 1999 — 2002
B.S., Economics
Jarred Ramo's Banc of America Securities Experience May 2008 - October 2010
Job Financial Engineer III at Fannie Mae
Industry Financial Services
Experience
Fannie Mae July 2012 - Present
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch October 2010 - September 2011
Banc of America Securities May 2008 - October 2010
Bank of America March 2007 - May 2008
Education
Cornell University 2003 — 2007
Statistics, Applied Economics Management
Fairview High School
Fannie Mae July 2012 - Present
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch October 2010 - September 2011
Banc of America Securities May 2008 - October 2010
Bank of America March 2007 - May 2008
Education
Cornell University 2003 — 2007
Statistics, Applied Economics Management
Fairview High School
Michael S. Pak, CFA's Banc of America Securities Experience 2005 - 2009
Job Managing Director at JonesTrading Capital Markets
Industry Banking
Experience
JonesTrading Capital Markets 2014 - Present
Clarkson Investment Services Ltd. 2010 - 2013
SunWood Advisors Ltd 2009 - 2010
Banc of America Securities 2005 - 2009
Citigroup 2000 - 2005
Skills
Valuation, Mergers & Acquisitions, Competitive Analysis, Shipping, Commodity, Transportation, Equity Research, Logistics, Equities, Capital Markets, Trading, Financial Modeling, Portfolio Management, Investment Banking, Structured Finance, Hedge Funds, Corporate Finance, Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
New York University - STERN
BS, Economics
JonesTrading Capital Markets 2014 - Present
Clarkson Investment Services Ltd. 2010 - 2013
SunWood Advisors Ltd 2009 - 2010
Banc of America Securities 2005 - 2009
Citigroup 2000 - 2005
Skills
Valuation, Mergers & Acquisitions, Competitive Analysis, Shipping, Commodity, Transportation, Equity Research, Logistics, Equities, Capital Markets, Trading, Financial Modeling, Portfolio Management, Investment Banking, Structured Finance, Hedge Funds, Corporate Finance, Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
New York University - STERN
BS, Economics
Amit Khurana's Banc of America Securities Experience June 2001 - June 2005
Job Fixed Income Trading at Mizuho Securities USA Inc.
Industry Capital Markets
Experience
Mizuho Securities USA Inc. April 2015 - Present
CRT Capital Group December 2011 - January 2015
Ally Financial Inc./Nariman Point Advisors May 2009 - October 2011
Knight Libertas LLC May 2008 - April 2009
UBS SEcurities LLC August 2006 - January 2008
LaSalle Bank, ABN AMRO June 2005 - August 2006
Banc of America Securities June 2001 - June 2005
Skills
Capital Markets, Structured Products, CMBS, Trading, CDO, CLO, CRE-CDO, Fixed Income, Hedge Funds, Bonds, Real Estate Economics, Loans, ABS, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Banking and Finance
S.P. College of Communication and Management, Bhartiya Vidya Bhavan 1998 — 1999
PGDMSM, Marketing and Sales Management
Delhi University 1995 — 1998
Bachelor of Business Studies, Finance
Mizuho Securities USA Inc. April 2015 - Present
CRT Capital Group December 2011 - January 2015
Ally Financial Inc./Nariman Point Advisors May 2009 - October 2011
Knight Libertas LLC May 2008 - April 2009
UBS SEcurities LLC August 2006 - January 2008
LaSalle Bank, ABN AMRO June 2005 - August 2006
Banc of America Securities June 2001 - June 2005
Skills
Capital Markets, Structured Products, CMBS, Trading, CDO, CLO, CRE-CDO, Fixed Income, Hedge Funds, Bonds, Real Estate Economics, Loans, ABS, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Banking and Finance
S.P. College of Communication and Management, Bhartiya Vidya Bhavan 1998 — 1999
PGDMSM, Marketing and Sales Management
Delhi University 1995 — 1998
Bachelor of Business Studies, Finance
Nicholas Werner's Banc of America Securities Experience 2000 - 2002
Job Director of Investments at Berkeley Endowment Management Company
Industry Investment Management
Experience
Berkeley Endowment Management Company 2010 - Present
Ironwood Capital Management 2002 - 2010
Banc of America Securities 2000 - 2002
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Dartmouth College
B.A., Economics
CFA
Berkeley Endowment Management Company 2010 - Present
Ironwood Capital Management 2002 - 2010
Banc of America Securities 2000 - 2002
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Dartmouth College
B.A., Economics
CFA
Jeff Hensel's Banc of America Securities Experience September 2001 - July 2003
Job Global Decision Support at Biogen Idec
Industry Management Consulting
Experience
Biogen Idec May 2013 - Present
Booz & Company February 2010 - May 2013
L.E.K. Consulting 2007 - 2010
Barr Laboratories August 2003 - July 2005
Banc of America Securities September 2001 - July 2003
Skills
Business Strategy, Corporate Finance, Marketing, Investment Banking, Due Diligence, Business Development, Competitive Analysis, Finance, Management Consulting, Mergers, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Business
Columbia University in the City of New York 1997 — 2001
BA, Economics, Operations Research
Spanish River
Biogen Idec May 2013 - Present
Booz & Company February 2010 - May 2013
L.E.K. Consulting 2007 - 2010
Barr Laboratories August 2003 - July 2005
Banc of America Securities September 2001 - July 2003
Skills
Business Strategy, Corporate Finance, Marketing, Investment Banking, Due Diligence, Business Development, Competitive Analysis, Finance, Management Consulting, Mergers, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Business
Columbia University in the City of New York 1997 — 2001
BA, Economics, Operations Research
Spanish River
Dan Cotter's Banc of America Securities Experience August 2008 - June 2009
Job Vice President at Willis Group
Industry Insurance
Experience
Willis Group September 2011 - Present
UBS Investment Bank April 2010 - September 2011
Banc of America Securities August 2008 - June 2009
Benfield May 2004 - July 2006
Cooper Gay January 2002 - April 2004
Petersen Investments September 2000 - December 2001
Skills
Valuation, Financial Risk, Program Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Management, Equities, Executive Management, Corporate Finance, Capital Markets, Strategy, Mergers
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Washington and Lee University 1996 — 2000
BA, Economics
Willis Group September 2011 - Present
UBS Investment Bank April 2010 - September 2011
Banc of America Securities August 2008 - June 2009
Benfield May 2004 - July 2006
Cooper Gay January 2002 - April 2004
Petersen Investments September 2000 - December 2001
Skills
Valuation, Financial Risk, Program Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Management, Equities, Executive Management, Corporate Finance, Capital Markets, Strategy, Mergers
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Washington and Lee University 1996 — 2000
BA, Economics
Rebecca Chambers's Banc of America Securities Experience 2005 - 2009
Job Vice President, Investor Relations and Treasury at Illumina
Industry Biotechnology
Experience
Illumina October 2012 - Present
Myriad Genetics 2011 - October 2012
Life Technologies 2009 - 2011
Banc of America Securities 2005 - 2009
Millennium Pharmaceuticals 1999 - 2003
Skills
Valuation, Strategic Planning, Financial Analysis, Financial Modeling, Competitive Analysis, Biotechnology, Corporate Communications, Investor Relations
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration, Finance
John Carroll University
BSc, Biology
Illumina October 2012 - Present
Myriad Genetics 2011 - October 2012
Life Technologies 2009 - 2011
Banc of America Securities 2005 - 2009
Millennium Pharmaceuticals 1999 - 2003
Skills
Valuation, Strategic Planning, Financial Analysis, Financial Modeling, Competitive Analysis, Biotechnology, Corporate Communications, Investor Relations
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration, Finance
John Carroll University
BSc, Biology
Jack Ostrick's Banc of America Securities Experience March 2000 - June 2004
Job Investment Analyst at Lighthouse Partners
Industry Investment Management
Experience
Lighthouse Partners September 2009 - Present
GAM USA March 2006 - September 2009
Severn River Capital June 2004 - December 2004
Banc of America Securities March 2000 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fund Of Funds, Hedge Funds, Investments, Portfolio Management, Derivatives, Investment Management, Bloomberg, Capital Markets, Due Diligence, Emerging Markets, Financial Markets, Fixed Income, Investment Banking, Investment Strategies, Private Equity, Securities, Series 7, Valuation, Trading
Education
Harvard University Kennedy School of Government 1996 — 1998
Master of Public Policy
Cornell University 1992 — 1996
BS, Econ/Stats
Lighthouse Partners September 2009 - Present
GAM USA March 2006 - September 2009
Severn River Capital June 2004 - December 2004
Banc of America Securities March 2000 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fund Of Funds, Hedge Funds, Investments, Portfolio Management, Derivatives, Investment Management, Bloomberg, Capital Markets, Due Diligence, Emerging Markets, Financial Markets, Fixed Income, Investment Banking, Investment Strategies, Private Equity, Securities, Series 7, Valuation, Trading
Education
Harvard University Kennedy School of Government 1996 — 1998
Master of Public Policy
Cornell University 1992 — 1996
BS, Econ/Stats
Dustin Shapir's Banc of America Securities Experience 2006 - 2008
Job Investment Professional at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. 2008 - Present
Banc of America Securities 2006 - 2008
Education
Cornell University 2002 — 2006
Oak Hill Advisors, L.P. 2008 - Present
Banc of America Securities 2006 - 2008
Education
Cornell University 2002 — 2006
Brian Lysiak's Banc of America Securities Experience January 2007 - November 2007
Job Director, Fixed Income
Industry Capital Markets
Experience
BlackRock July 2010 - Present
Barclays Global Investors July 2008 - July 2010
Banc of America Securities January 2007 - November 2007
Banc of America Securities December 2003 - January 2007
Bank of America March 2003 - December 2003
Bank of America July 2002 - March 2003
Education
Columbia University in the City of New York 1998 — 2002
B.A., Economics
BlackRock July 2010 - Present
Barclays Global Investors July 2008 - July 2010
Banc of America Securities January 2007 - November 2007
Banc of America Securities December 2003 - January 2007
Bank of America March 2003 - December 2003
Bank of America July 2002 - March 2003
Education
Columbia University in the City of New York 1998 — 2002
B.A., Economics
Marika Bertram's Banc of America Securities Experience 2005 - 2007
Job Senior Management Analyst at HUD
Industry Government Administration
Experience
HUD February 2011 - Present
HUD August 2010 - February 2011
National Low Income Housing Coalition October 2008 - May 2009
American Chartered Bank November 2007 - June 2008
Banc of America Securities 2005 - 2007
Skills
Policy Analysis, Affordable Housing, Research, Economic Development, Stata, Public Policy, Financial Analysis, Policy
Education
Georgetown University 2008 — 2010
MPP, Housing & Social Public Policy
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics and Urban History
HUD February 2011 - Present
HUD August 2010 - February 2011
National Low Income Housing Coalition October 2008 - May 2009
American Chartered Bank November 2007 - June 2008
Banc of America Securities 2005 - 2007
Skills
Policy Analysis, Affordable Housing, Research, Economic Development, Stata, Public Policy, Financial Analysis, Policy
Education
Georgetown University 2008 — 2010
MPP, Housing & Social Public Policy
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics and Urban History
Jennifer Rozzelle's Banc of America Securities Experience June 2002 - August 2002
Job Gross To Net Sales Deductions Finance Lead at Sanofi
Industry Pharmaceuticals
Experience
Sanofi January 2015 - Present
Sanofi June 2014 - January 2015
Sanofi 2013 - June 2014
Sanofi 2012 - 2013
Time Inc. 2010 - 2012
Time Inc. 2008 - 2010
Time Inc. 2006 - 2008
Time Inc. 2003 - 2006
Banc of America Securities June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Forecasting, Advertising, Financial Analysis, P&L Management, Budgeting, Excel, PeopleSoft, Media & Entertainment, Competitive Analysis, Mobile Advertising, Online Advertising, Digital Media, New Media, Magazines, Direct Marketing, Publishing, Pharmaceutical Industry, SAP, TM1
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Accounting, Marketing
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Sanofi January 2015 - Present
Sanofi June 2014 - January 2015
Sanofi 2013 - June 2014
Sanofi 2012 - 2013
Time Inc. 2010 - 2012
Time Inc. 2008 - 2010
Time Inc. 2006 - 2008
Time Inc. 2003 - 2006
Banc of America Securities June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Forecasting, Advertising, Financial Analysis, P&L Management, Budgeting, Excel, PeopleSoft, Media & Entertainment, Competitive Analysis, Mobile Advertising, Online Advertising, Digital Media, New Media, Magazines, Direct Marketing, Publishing, Pharmaceutical Industry, SAP, TM1
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Accounting, Marketing
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Lee Anne Rosenstein's Banc of America Securities Experience July 1994 - October 2004
Job HR Web Strategist at Chevron
Industry Oil & Energy
Experience
Chevron October 2004 - Present
Banc of America Securities July 1994 - October 2004
Towers Perrin September 1989 - June 1992
Skills
User Experience, Web Development, Usability, Content Management, Social Media, Web Analytics, Project Management, Management, Social Media Marketing, Strategy, Web Design, Marketing, Online Advertising, Marketing Strategy
Education
Drexel University 1990 — 1994
MS, Publications Management
Temple University 1984 — 1988
BA, English, specialization in writing
Chevron October 2004 - Present
Banc of America Securities July 1994 - October 2004
Towers Perrin September 1989 - June 1992
Skills
User Experience, Web Development, Usability, Content Management, Social Media, Web Analytics, Project Management, Management, Social Media Marketing, Strategy, Web Design, Marketing, Online Advertising, Marketing Strategy
Education
Drexel University 1990 — 1994
MS, Publications Management
Temple University 1984 — 1988
BA, English, specialization in writing
Sergey Khoroshevski's Banc of America Securities Experience November 2006 - October 2007
Job Development Manager (VP), Global Equities Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2009 - Present
Merrill Lynch August 2008 - September 2009
QEL System Services November 2007 - August 2008
Fidessa Corporation January 2005 - November 2007
Banc of America Securities November 2006 - October 2007
Merrill Lynch May 2006 - December 2006
HSBC February 2006 - May 2006
Societe Generale March 2005 - February 2006
Skills
Fidessa, FTW, FIX, Equity Trading, Trading Systems, Software Project..., Application Development, Equities, Trading, Order Management, Unix, Integration, SDLC, Unix Shell Scripting, Project Management, Vendor Management, .NET, WPF Development, Java, C#, Software Development, Sybase
Education
Cornell University
B.S., Cum Laude, Computer Science
Bank of America Merrill Lynch October 2009 - Present
Merrill Lynch August 2008 - September 2009
QEL System Services November 2007 - August 2008
Fidessa Corporation January 2005 - November 2007
Banc of America Securities November 2006 - October 2007
Merrill Lynch May 2006 - December 2006
HSBC February 2006 - May 2006
Societe Generale March 2005 - February 2006
Skills
Fidessa, FTW, FIX, Equity Trading, Trading Systems, Software Project..., Application Development, Equities, Trading, Order Management, Unix, Integration, SDLC, Unix Shell Scripting, Project Management, Vendor Management, .NET, WPF Development, Java, C#, Software Development, Sybase
Education
Cornell University
B.S., Cum Laude, Computer Science
Chad Phillips's Banc of America Securities Experience 2001 - 2004
Job Managing Director at Guggenheim Real Estate
Industry Real Estate
Experience
Guggenheim Real Estate July 2004 - Present
Banc of America Securities 2001 - 2004
Skills
Asset Management, Mergers & Acquisitions, Due Diligence, Investments, Financial Analysis, Financial Modeling, Real Estate, Valuation, Asset Managment, Private Equity, Real Estate Economics
Education
Davidson College 1997 — 2001
Guggenheim Real Estate July 2004 - Present
Banc of America Securities 2001 - 2004
Skills
Asset Management, Mergers & Acquisitions, Due Diligence, Investments, Financial Analysis, Financial Modeling, Real Estate, Valuation, Asset Managment, Private Equity, Real Estate Economics
Education
Davidson College 1997 — 2001
Al Young's Banc of America Securities Experience April 2001 - June 2002
Job Division Director at Robert Half Finance & Accounting
Industry Financial Services
Experience
Robert Half Finance & Accounting March 2015 - Present
PennyMac Loan Services, LLC September 2014 - October 2014
WellPoint, Inc July 2013 - April 2014
PNC Bank 2012 - January 2013
Bank of America August 2010 - February 2011
Medical Leave December 2008 - August 2010
Countrywide Financial Corporation July 2002 - November 2008
Banc of America Securities April 2001 - June 2002
Wells Fargo Advisors August 2000 - April 2001
Skills
Banking, Fixed Income, Capital Markets, Cash Management, Risk Management, Securities, Financial Analysis, Due Diligence, Asset Management, Account Reconciliation, Microsoft Excel, Portfolio Management, MBS, Internal Controls, Accounting, Process Improvement, Bloomberg, Change Management, Microsoft Word, PowerPoint, Team Building, Organizational..., Policy, Excel, Outlook, Word, Problem Solving, Mortgage, Customer Service, Microsoft Office, Budgeting, Reconciliation, Capital Market..., Corporate Trust, Trust Operations, DTC, Fedwire, US Treasuries, LIBOR, Agency MBS, GNMA, Secondary Mortgage..., Fannie Mae, Jumbos, FHLMC, Reg Z, Treasury, Money Market, FX Operations, People Development
Education
AAA University, Woodland Hills, CA 2014 — 2014
PMP and CBAP Certifications, Project Management, Certified Business Analysis Professional, Expected completion December 2014
Cornell University
Finance
Livingstone College
Political Science
Robert Half Finance & Accounting March 2015 - Present
PennyMac Loan Services, LLC September 2014 - October 2014
WellPoint, Inc July 2013 - April 2014
PNC Bank 2012 - January 2013
Bank of America August 2010 - February 2011
Medical Leave December 2008 - August 2010
Countrywide Financial Corporation July 2002 - November 2008
Banc of America Securities April 2001 - June 2002
Wells Fargo Advisors August 2000 - April 2001
Skills
Banking, Fixed Income, Capital Markets, Cash Management, Risk Management, Securities, Financial Analysis, Due Diligence, Asset Management, Account Reconciliation, Microsoft Excel, Portfolio Management, MBS, Internal Controls, Accounting, Process Improvement, Bloomberg, Change Management, Microsoft Word, PowerPoint, Team Building, Organizational..., Policy, Excel, Outlook, Word, Problem Solving, Mortgage, Customer Service, Microsoft Office, Budgeting, Reconciliation, Capital Market..., Corporate Trust, Trust Operations, DTC, Fedwire, US Treasuries, LIBOR, Agency MBS, GNMA, Secondary Mortgage..., Fannie Mae, Jumbos, FHLMC, Reg Z, Treasury, Money Market, FX Operations, People Development
Education
AAA University, Woodland Hills, CA 2014 — 2014
PMP and CBAP Certifications, Project Management, Certified Business Analysis Professional, Expected completion December 2014
Cornell University
Finance
Livingstone College
Political Science
Shiba Madaan's Banc of America Securities Experience June 2007 - August 2007
Job Market Risk Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2010 - July 2012
Bank of America June 2008 - May 2010
Banc of America Securities June 2007 - August 2007
Syndicate Bank June 2005 - December 2006
Skills
Credit Risk, Capital Markets, Derivatives, Risk Management
Education
Cornell University 2007 — 2008
MEng, Financial Engineering
National Institute of Bank Management (estd by Reserve Bank of India) 2004 — 2005
PGDBF, Finance
Kurukshetra University 2000 — 2004
BTech, Information Technology
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2010 - July 2012
Bank of America June 2008 - May 2010
Banc of America Securities June 2007 - August 2007
Syndicate Bank June 2005 - December 2006
Skills
Credit Risk, Capital Markets, Derivatives, Risk Management
Education
Cornell University 2007 — 2008
MEng, Financial Engineering
National Institute of Bank Management (estd by Reserve Bank of India) 2004 — 2005
PGDBF, Finance
Kurukshetra University 2000 — 2004
BTech, Information Technology
Pontea Fazeli's Banc of America Securities Experience Summer InternSusquehanna International Group2001 - 2001
Job Associate at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities Summer InternSusquehanna International Group2001 - 2001
Education
Cornell University 1998 — 2002
Banc of America Securities Summer InternSusquehanna International Group2001 - 2001
Education
Cornell University 1998 — 2002
Arif Ahmed's Banc of America Securities Experience May 2001 - November 2007
Job Vice President, Corporate Development & Treasurer at Littelfuse
Industry Financial Services
Experience
Littelfuse February 2015 - Present
Littelfuse March 2012 - February 2015
Independent Consulting May 2011 - March 2012
PolyOne Corporation December 2008 - December 2010
TTK Partners January 2008 - December 2008
Banc of America Securities May 2001 - November 2007
NetGov.com March 2000 - May 2001
Deutsche Bank August 1997 - March 2000
The Chicago Dearborn Company April 1993 - July 1995
Ernst & Young LLP 1991 - 1993
Skills
Mergers, Corporate Finance, Due Diligence, Financial Analysis, Acquisition Integration, Financial Modeling, Mergers & Acquisitions, Process Improvement, Management, Investor Relations, Corporate Development, Divestitures, Investment Banking, Strategy, Finance, Restructuring, Valuation
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1991 — 1992
Masters, Accounting
Northwestern University 1987 — 1991
B.A., Economics, Political Science
Littelfuse February 2015 - Present
Littelfuse March 2012 - February 2015
Independent Consulting May 2011 - March 2012
PolyOne Corporation December 2008 - December 2010
TTK Partners January 2008 - December 2008
Banc of America Securities May 2001 - November 2007
NetGov.com March 2000 - May 2001
Deutsche Bank August 1997 - March 2000
The Chicago Dearborn Company April 1993 - July 1995
Ernst & Young LLP 1991 - 1993
Skills
Mergers, Corporate Finance, Due Diligence, Financial Analysis, Acquisition Integration, Financial Modeling, Mergers & Acquisitions, Process Improvement, Management, Investor Relations, Corporate Development, Divestitures, Investment Banking, Strategy, Finance, Restructuring, Valuation
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1991 — 1992
Masters, Accounting
Northwestern University 1987 — 1991
B.A., Economics, Political Science
David Verbance's Banc of America Securities Experience January 1995 - March 2000
Job Investment LeaderHead of Private Equity and Debt
Industry Investment Management
Experience
Nationwide Insurance January 2003 - Present
Nationwide Insurance January 2005 - February 2009
Nationwide Insurance January 2003 - January 2005
Nationwide Insurance January 2002 - January 2003
Nationwide Insurance January 2001 - January 2002
Nationwide Insurance April 2000 - January 2001
Banc of America Securities January 1995 - March 2000
Continental Bank January 1985 - December 1994
AmSouth Bank January 1984 - January 1985
Skills
Investments, Portfolio Management, Strategy, Credit, Equities, Private Equity, Credit Analysis, Finance, Capital Markets, Financial Risk, Fixed Income, Asset Allocation, Alternative Investments, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1987
MBA, Accounting and Finance
University of Alabama at Birmingham 1982 — 1984
BS Business, Finance and Investments
The Ohio State University 1979 — 1982
NA, General Studies
Nationwide Insurance January 2003 - Present
Nationwide Insurance January 2005 - February 2009
Nationwide Insurance January 2003 - January 2005
Nationwide Insurance January 2002 - January 2003
Nationwide Insurance January 2001 - January 2002
Nationwide Insurance April 2000 - January 2001
Banc of America Securities January 1995 - March 2000
Continental Bank January 1985 - December 1994
AmSouth Bank January 1984 - January 1985
Skills
Investments, Portfolio Management, Strategy, Credit, Equities, Private Equity, Credit Analysis, Finance, Capital Markets, Financial Risk, Fixed Income, Asset Allocation, Alternative Investments, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1987
MBA, Accounting and Finance
University of Alabama at Birmingham 1982 — 1984
BS Business, Finance and Investments
The Ohio State University 1979 — 1982
NA, General Studies
Jie(Jack) Yu's Banc of America Securities Experience May 2007 - March 2008
Job VP Agency MBS strategy at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch August 2013 - Present
Credit Suisse August 2010 - August 2013
Bank of America Merrill Lynch May 2007 - August 2010
Banc of America Securities May 2007 - March 2008
Skills
Fixed Income, Bloomberg, Derivatives, Financial Modeling, Credit Derivatives, Quantitative Finance, Equities, Structured Products, Hedge Funds, Capital Markets, Valuation, Quantitative Analytics, Portfolio Management, MBS, Equity Research, Financial Engineering, Investment Banking, Private Equity, Structured Finance, Securitization, Emerging Markets, Equity Derivatives, Market Risk, Stochastic Calculus
Education
Cornell University 2005 — 2007
Master, Financial Engineering
Nanjing University 1999 — 2003
B.S., physics
Bank of America Merrill Lynch August 2013 - Present
Credit Suisse August 2010 - August 2013
Bank of America Merrill Lynch May 2007 - August 2010
Banc of America Securities May 2007 - March 2008
Skills
Fixed Income, Bloomberg, Derivatives, Financial Modeling, Credit Derivatives, Quantitative Finance, Equities, Structured Products, Hedge Funds, Capital Markets, Valuation, Quantitative Analytics, Portfolio Management, MBS, Equity Research, Financial Engineering, Investment Banking, Private Equity, Structured Finance, Securitization, Emerging Markets, Equity Derivatives, Market Risk, Stochastic Calculus
Education
Cornell University 2005 — 2007
Master, Financial Engineering
Nanjing University 1999 — 2003
B.S., physics
John McDonald's Banc of America Securities Experience March 2004 - February 2008
Job Senior Research Analyst at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein April 2008 - Present
Banc of America Securities March 2004 - February 2008
Bank of America 2004 - 2008
UBS Investment Bank April 1997 - April 2004
Education
Harvard Law School 1992 — 1995
JD
Cornell University 1989 — 1991
University of Massachusetts, Amherst 1987 — 1989
Chaminade High School 1983 — 1987
Sanford C. Bernstein April 2008 - Present
Banc of America Securities March 2004 - February 2008
Bank of America 2004 - 2008
UBS Investment Bank April 1997 - April 2004
Education
Harvard Law School 1992 — 1995
JD
Cornell University 1989 — 1991
University of Massachusetts, Amherst 1987 — 1989
Chaminade High School 1983 — 1987
J. Steve Hittle's Banc of America Securities Experience June 1998 - August 2000
Job Real Estate Entrepreneur
Industry Real Estate
Experience
Grandview Capital Group 2001 - Present
LaSalle Investment Management September 2000 - March 2001
Banc of America Securities June 1998 - August 2000
Skills
Finance, Valuation, Real Estate, Real Estate Development
Education
Creighton University 1993 — 1997
BA, Political Science
Bishop Heelan Catholic High School 1989 — 1993
Grandview Capital Group 2001 - Present
LaSalle Investment Management September 2000 - March 2001
Banc of America Securities June 1998 - August 2000
Skills
Finance, Valuation, Real Estate, Real Estate Development
Education
Creighton University 1993 — 1997
BA, Political Science
Bishop Heelan Catholic High School 1989 — 1993
Mary Brown, CFA's Banc of America Securities Experience September 2003 - September 2004
Job Portfolio Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors November 2004 - Present
Banc of America Securities September 2003 - September 2004
Goldman Sachs 1998 - 2003
Skills
Charles River IMS, Portfolio Management, Equities, Equity Derivatives, Finance, Mergers, Financial Services, Bloomberg, Bonds, Fixed Income, Asset Managment, Valuation, Credit Analysis, Financial Modeling, Investments, Derivatives, Hedge Funds, Securities, Trading, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance
Iowa State University 1993 — 1998
Bachelor of Science (BS)
Principal Global Investors November 2004 - Present
Banc of America Securities September 2003 - September 2004
Goldman Sachs 1998 - 2003
Skills
Charles River IMS, Portfolio Management, Equities, Equity Derivatives, Finance, Mergers, Financial Services, Bloomberg, Bonds, Fixed Income, Asset Managment, Valuation, Credit Analysis, Financial Modeling, Investments, Derivatives, Hedge Funds, Securities, Trading, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance
Iowa State University 1993 — 1998
Bachelor of Science (BS)
Siddhartha Bothra's Banc of America Securities Experience May 2005 - December 2007
Job Structured Credit Trading at Citi
Industry Financial Services
Stephanie Pendleton's Banc of America Securities Experience September 2005 - August 2008
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America August 2008 - Present
Banc of America Securities September 2005 - August 2008
Bank of America Securities July 1995 - September 2005
Wasserstein Perella August 1993 - June 1995
Skills
Mergers, Syndications, Credit Analysis, Portfolio Management, Leveraged Finance, Commercial Lending, Investment Banking, Credit, Loans, Financial Structuring, Financial Modeling
Education
Dartmouth College 1987 — 1991
BA, Asian Studies
Darien High School, Darien, CT 1984 — 1987
Killington Mountain School, Killington, VT 1982 — 1987
Bank of America August 2008 - Present
Banc of America Securities September 2005 - August 2008
Bank of America Securities July 1995 - September 2005
Wasserstein Perella August 1993 - June 1995
Skills
Mergers, Syndications, Credit Analysis, Portfolio Management, Leveraged Finance, Commercial Lending, Investment Banking, Credit, Loans, Financial Structuring, Financial Modeling
Education
Dartmouth College 1987 — 1991
BA, Asian Studies
Darien High School, Darien, CT 1984 — 1987
Killington Mountain School, Killington, VT 1982 — 1987
Urvashi Batra's Banc of America Securities Experience May 2008 - August 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan October 2010 - Present
Bank of America Merrill Lynch February 2009 - October 2010
Banc of America Securities May 2008 - August 2008
Education
Cornell University 2007 — 2008
Masters, Financial Engineering
J.P. Morgan October 2010 - Present
Bank of America Merrill Lynch February 2009 - October 2010
Banc of America Securities May 2008 - August 2008
Education
Cornell University 2007 — 2008
Masters, Financial Engineering
Andrew Weisenfeld's Banc of America Securities Experience February 2003 - December 2007
Job Senior Managing Director at MTS Health Partners
Industry Investment Banking
Experience
MTS Health Partners January 2008 - Present
Banc of America Securities February 2003 - December 2007
JPMorgan Chase & Co. 1997 - 2003
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BS
MTS Health Partners January 2008 - Present
Banc of America Securities February 2003 - December 2007
JPMorgan Chase & Co. 1997 - 2003
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BS
Christina Hamilton's Banc of America Securities Experience 1995 - 1999
Job Partner at Shartsis Friese LLP
Industry Law Practice
Experience
Shartsis Friese LLP September 2002 - Present
Banc of America Securities 1995 - 1999
Skills
Securities, Hedge Funds, Private Equity, Securities Regulation, Investments, Alternative Investments, Legal Assistance, Business Transactions, Corporate Law, Corporate Governance
Education
University of California, Hastings College of the Law 1999 — 2002
Doctor of Law (JD)
Dartmouth College 1989 — 1993
A.B., History, Government
Shartsis Friese LLP September 2002 - Present
Banc of America Securities 1995 - 1999
Skills
Securities, Hedge Funds, Private Equity, Securities Regulation, Investments, Alternative Investments, Legal Assistance, Business Transactions, Corporate Law, Corporate Governance
Education
University of California, Hastings College of the Law 1999 — 2002
Doctor of Law (JD)
Dartmouth College 1989 — 1993
A.B., History, Government
Ramiro Albarran's Banc of America Securities Experience 2001 - 2008
Job Managing Director and Head of Origination at Preston Hollow Capital, LLC
Industry Financial Services
Experience
Preston Hollow Capital, LLC March 2015 - Present
Guggenheim Partners 2011 - 2015
Stone & Youngberg 2009 - 2011
Starwood Infrastructure 2008 - 2009
banc-of-america-securities 2001 - 2008
Education
Dartmouth College 1984 — 1988
Preston Hollow Capital, LLC March 2015 - Present
Guggenheim Partners 2011 - 2015
Stone & Youngberg 2009 - 2011
Starwood Infrastructure 2008 - 2009
banc-of-america-securities 2001 - 2008
Education
Dartmouth College 1984 — 1988
Peter Yu's Banc of America Securities Experience June 2008 - August 2008
Job Partner, Trader Team Lead at Optiver
Industry Capital Markets
Experience
Optiver January 2015 - Present
Optiver May 2012 - Present
Optiver August 2009 - Present
Banc of America Securities June 2008 - August 2008
Banc of America Securities September 2007 - December 2007
Buck Or Two September 2004 - February 2005
Education
Cornell University 2005 — 2009
Bachelor of Science, Computer Science, Operations Research & Management Science
The University of Chicago Booth School of Business
Optiver January 2015 - Present
Optiver May 2012 - Present
Optiver August 2009 - Present
Banc of America Securities June 2008 - August 2008
Banc of America Securities September 2007 - December 2007
Buck Or Two September 2004 - February 2005
Education
Cornell University 2005 — 2009
Bachelor of Science, Computer Science, Operations Research & Management Science
The University of Chicago Booth School of Business
Brad Boland's Banc of America Securities Experience June 2002 - July 2005
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
Kevin Pollack's Banc of America Securities Experience January 2000 - August 2001
Job Pharma Executive / Microcap Expert / China Expert
Industry Investment Management
Experience
Lightlake Therapeutics Inc. November 2012 - Present
Pressure BioSciences, Inc. July 2012 - Present
Magnegas Corporation June 2012 - Present
Lightlake Therapeutics Inc (LLTP) April 2012 - Present
Short Hills Capital LLC and affiliates August 2001 - Present
Paragon Capital October 2007 - March 2013
Banc of America Securities January 2000 - August 2001
Sidley Austin (formerly Brown & Wood LLP) September 1996 - January 2000
Seward & Kissel LLP May 1995 - August 1995
Troutman Sanders LLP May 1994 - August 1994
Skills
Private Equity, Venture Capital, Emerging Markets, Alternative Investments, Hedge Funds, Investments, Corporate Finance, Private Placements, Entrepreneurship, Start-ups, Investment Banking, Investor Relations, Bloomberg, Reverse Mergers, Mergers, China Business..., PIPEs, Healthcare, Asset Managment, doing business in China, Board of Director..., Alternative Energy, Film Finance, Board of Directors, Technology, Greater China, Negotiation, International..., Biopharmaceuticals, M&A experience, CFOs, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1996
M.B.A., Finance with International Emphasis
Vanderbilt University Law School 1992 — 1996
J.D.
University of Pennsylvania - The Wharton School 1988 — 1992
B.S. in Economics, Finance and Entrepreneurial Management
University of Michigan 1989 — 1989
Summer semester
Cornell University 1987 — 1987
Summer semester
Lightlake Therapeutics Inc. November 2012 - Present
Pressure BioSciences, Inc. July 2012 - Present
Magnegas Corporation June 2012 - Present
Lightlake Therapeutics Inc (LLTP) April 2012 - Present
Short Hills Capital LLC and affiliates August 2001 - Present
Paragon Capital October 2007 - March 2013
Banc of America Securities January 2000 - August 2001
Sidley Austin (formerly Brown & Wood LLP) September 1996 - January 2000
Seward & Kissel LLP May 1995 - August 1995
Troutman Sanders LLP May 1994 - August 1994
Skills
Private Equity, Venture Capital, Emerging Markets, Alternative Investments, Hedge Funds, Investments, Corporate Finance, Private Placements, Entrepreneurship, Start-ups, Investment Banking, Investor Relations, Bloomberg, Reverse Mergers, Mergers, China Business..., PIPEs, Healthcare, Asset Managment, doing business in China, Board of Director..., Alternative Energy, Film Finance, Board of Directors, Technology, Greater China, Negotiation, International..., Biopharmaceuticals, M&A experience, CFOs, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1996
M.B.A., Finance with International Emphasis
Vanderbilt University Law School 1992 — 1996
J.D.
University of Pennsylvania - The Wharton School 1988 — 1992
B.S. in Economics, Finance and Entrepreneurial Management
University of Michigan 1989 — 1989
Summer semester
Cornell University 1987 — 1987
Summer semester
Wynne Comer's Banc of America Securities Experience 2007 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Banc of America Securities 2007 - Present
Citigroup September 1993 - May 2007
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Cornell University 1984 — 1988
A.B., Economics
Banc of America Securities 2007 - Present
Citigroup September 1993 - May 2007
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Cornell University 1984 — 1988
A.B., Economics
Bryant, Meghan's Banc of America Securities Experience May 2008 - January 2010
Job Product Consultant at Bank of America
Industry Market Research
Experience
Bank of America October 2010 - Present
William A Hough High School August 2010 - Present
Banc of America Securities May 2008 - January 2010
Bank of America October 2007 - April 2008
Bank of America August 2006 - September 2007
Meghan Bryant February 2005 - August 2006
Education
Davidson College 2000 — 2004
BS, Biology
Bank of America October 2010 - Present
William A Hough High School August 2010 - Present
Banc of America Securities May 2008 - January 2010
Bank of America October 2007 - April 2008
Bank of America August 2006 - September 2007
Meghan Bryant February 2005 - August 2006
Education
Davidson College 2000 — 2004
BS, Biology
Robyn Blumenthal's Banc of America Securities Experience July 2007 - June 2009
Job Asset Management Associate at Phoenix Realty Group
Industry Real Estate
Experience
Phoenix Realty Group August 2009 - Present
Banc of America Securities July 2007 - June 2009
Skills
Financial Modeling, Asset Management, Real Estate, Excel, Mergers, Valuation, Corporate Finance, PowerPoint, Budgeting, Real Estate Development, Asset Managment, Real Estate Marketing, Acquisitions, Investments, Due Diligence, Private Equity, Mergers & Acquisitions
Education
Cornell University 2003 — 2007
BS, Applied Economics and Management
Phoenix Realty Group August 2009 - Present
Banc of America Securities July 2007 - June 2009
Skills
Financial Modeling, Asset Management, Real Estate, Excel, Mergers, Valuation, Corporate Finance, PowerPoint, Budgeting, Real Estate Development, Asset Managment, Real Estate Marketing, Acquisitions, Investments, Due Diligence, Private Equity, Mergers & Acquisitions
Education
Cornell University 2003 — 2007
BS, Applied Economics and Management
fred stuart's Banc of America Securities Experience 1996 - 2002
Job director at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets February 2011 - Present
KeyBanc Capital Markets February 2005 - February 2011
Bank of America 1996 - 2003
Banc of America Securities 1996 - 2002
Morgan Stanley 1984 - 1989
Education
Denison University 1972 — 1976
ba, economics
Mcdonogh School
Keybanc Capital Markets February 2011 - Present
KeyBanc Capital Markets February 2005 - February 2011
Bank of America 1996 - 2003
Banc of America Securities 1996 - 2002
Morgan Stanley 1984 - 1989
Education
Denison University 1972 — 1976
ba, economics
Mcdonogh School
Rick Gold's Banc of America Securities Experience June 2006 - August 2007
Job Associate Principal at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company October 2015 - Present
McKinsey & Company September 2013 - October 2015
McKinsey & Company September 2011 - September 2013
ILR Sports Management Club July 2010 - September 2011
The Raine Group June 2010 - August 2010
Moelis & Company August 2007 - June 2009
Banc of America Securities June 2006 - August 2007
Atlas America, Inc. May 2005 - August 2005
Skills
Mergers, Entertainment, Sports, Financial Modeling, Data Analysis, Competitive Analysis, Business Strategy, Valuation, Financial Analysis, Business Development, Management Consulting, Due Diligence, Economics, Strategic Planning, Market Research, Microsoft Excel, Research, Start-ups, Risk Management, Microsoft Office, Mergers & Acquisitions, Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
McKinsey & Company October 2015 - Present
McKinsey & Company September 2013 - October 2015
McKinsey & Company September 2011 - September 2013
ILR Sports Management Club July 2010 - September 2011
The Raine Group June 2010 - August 2010
Moelis & Company August 2007 - June 2009
Banc of America Securities June 2006 - August 2007
Atlas America, Inc. May 2005 - August 2005
Skills
Mergers, Entertainment, Sports, Financial Modeling, Data Analysis, Competitive Analysis, Business Strategy, Valuation, Financial Analysis, Business Development, Management Consulting, Due Diligence, Economics, Strategic Planning, Market Research, Microsoft Excel, Research, Start-ups, Risk Management, Microsoft Office, Mergers & Acquisitions, Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
JOHN OGLE's Banc of America Securities Experience June 1997 - September 2000
Job Director of ABS Investments at Moore Capital
Industry Investment Management
Experience
Moore Capital Management September 2015 - Present
Morgan Stanley January 2010 - September 2015
Westwood Capital June 2009 - January 2010
Deutsche Bank July 2007 - June 2008
Morgan Stanley April 2004 - June 2007
Mogul Capital Management July 2003 - March 2004
Wachovia Securities September 2000 - June 2003
Banc of America Securities June 1997 - September 2000
Skills
Financial Structuring, Hedge Funds, Alternative Investments, Management, Investment Banking, Structured Products, Capital Markets, Fixed Income, Structured Finance, ABS, Credit Derivatives, Securitization, Derivatives
Education
Columbia University in the City of New York 1993 — 1997
Bachelors, Physics and Mathematics
Bethlehem Academy 1989 — 1992
Moore Capital Management September 2015 - Present
Morgan Stanley January 2010 - September 2015
Westwood Capital June 2009 - January 2010
Deutsche Bank July 2007 - June 2008
Morgan Stanley April 2004 - June 2007
Mogul Capital Management July 2003 - March 2004
Wachovia Securities September 2000 - June 2003
Banc of America Securities June 1997 - September 2000
Skills
Financial Structuring, Hedge Funds, Alternative Investments, Management, Investment Banking, Structured Products, Capital Markets, Fixed Income, Structured Finance, ABS, Credit Derivatives, Securitization, Derivatives
Education
Columbia University in the City of New York 1993 — 1997
Bachelors, Physics and Mathematics
Bethlehem Academy 1989 — 1992
Jang Ho Kim's Banc of America Securities Experience June 2007 - August 2007
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2008 - August 2010
Banc of America Securities June 2007 - August 2007
Education
Cornell University 2007 — 2008
Master of Engineering, Computer Science
Cornell University 2003 — 2007
B.S., Computer Science
Bank of America Merrill Lynch February 2008 - August 2010
Banc of America Securities June 2007 - August 2007
Education
Cornell University 2007 — 2008
Master of Engineering, Computer Science
Cornell University 2003 — 2007
B.S., Computer Science
Meghann Ganey Carroll's Banc of America Securities Experience April 2004 - April 2009
Job at InfoArmor
Industry Information Technology and Services
Experience
InfoArmor January 2013 - Present
InfoArmor May 2009 - Present
Banc of America Securities April 2004 - April 2009
Fleet Bank July 2001 - April 2004
Skills
Strategic Partnerships, Direct Sales, Employee Benefits, B2B, Sales, Team Building, Human Resources, Salesforce.com, Business Development, Strategy, Leadership, Account Management, Consulting, Insurance, Strategic Planning, Management, Marketing, Customer Service, Sales Management
Education
Dartmouth College 1997 — 2001
BA, Sociology
Ridge High School 1993 — 1997
InfoArmor January 2013 - Present
InfoArmor May 2009 - Present
Banc of America Securities April 2004 - April 2009
Fleet Bank July 2001 - April 2004
Skills
Strategic Partnerships, Direct Sales, Employee Benefits, B2B, Sales, Team Building, Human Resources, Salesforce.com, Business Development, Strategy, Leadership, Account Management, Consulting, Insurance, Strategic Planning, Management, Marketing, Customer Service, Sales Management
Education
Dartmouth College 1997 — 2001
BA, Sociology
Ridge High School 1993 — 1997
Beth Chartoff's Banc of America Securities Experience May 2004 - February 2005
Job Senior Managing Director at GSO Capital Partners/The Blackstone Group
Industry Investment Management
Experience
GSO Capital Partners/The Blackstone Group February 2005 - Present
Banc of America Securities May 2004 - February 2005
Credit Suisse October 2000 - May 2004
Donaldson, Lufkin & Jenrette September 1995 - October 2000
DLJ 1991 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
GSO Capital Partners/The Blackstone Group February 2005 - Present
Banc of America Securities May 2004 - February 2005
Credit Suisse October 2000 - May 2004
Donaldson, Lufkin & Jenrette September 1995 - October 2000
DLJ 1991 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Binan Xu's Banc of America Securities Experience June 2007 - December 2010
Job Marketing Manager at Van Eck Global
Industry Financial Services
Experience
Van Eck Global April 2011 - Present
Banc of America Securities June 2007 - December 2010
Skills
Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Credit Analysis, Credit Risk, Banking
Education
Cornell University
Bachelor of Arts (B.A.), Economics & Asian Studies
Van Eck Global April 2011 - Present
Banc of America Securities June 2007 - December 2010
Skills
Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Credit Analysis, Credit Risk, Banking
Education
Cornell University
Bachelor of Arts (B.A.), Economics & Asian Studies
Tomasz Micula's Banc of America Securities Experience May 2005 - April 2007
Job VP in Fixed Income Technology at Jefferies LLC
Industry Banking
Experience
Jefferies LLC October 2009 - Present
Citibank October 2008 - October 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2007 - September 2008
Banc of America Securities May 2005 - April 2007
Skills
Enterprise Architecture, Fixed Income, JMS, SQL, XML, Electronic Trading, Java
Education
University of Michigan 2003 — 2005
M.S, Computer Science & Engineering
Cornell University 2000 — 2003
B.S, Computer Science, Electrical Engineering
Jefferies LLC October 2009 - Present
Citibank October 2008 - October 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2007 - September 2008
Banc of America Securities May 2005 - April 2007
Skills
Enterprise Architecture, Fixed Income, JMS, SQL, XML, Electronic Trading, Java
Education
University of Michigan 2003 — 2005
M.S, Computer Science & Engineering
Cornell University 2000 — 2003
B.S, Computer Science, Electrical Engineering
Brian Leung's Banc of America Securities Experience July 2009 - Present
Job Global Equity Strategy at Banc of America Securities
Industry Research
Experience
Banc of America Securities July 2009 - Present
Morgan Stanley June 2008 - August 2008
Monness, Crespi, Hardt September 2007 - December 2007
Bank of China July 2007 - August 2007
PricewaterhouseCoopers Limited July 2006 - August 2006
Education
Columbia University in the City of New York 2005 — 2009
BA, Economics-Philosophy
Shanghai Jiao Tong University 2007 — 2007
Columbia University Business Chinese and Internship Program
Banc of America Securities July 2009 - Present
Morgan Stanley June 2008 - August 2008
Monness, Crespi, Hardt September 2007 - December 2007
Bank of China July 2007 - August 2007
PricewaterhouseCoopers Limited July 2006 - August 2006
Education
Columbia University in the City of New York 2005 — 2009
BA, Economics-Philosophy
Shanghai Jiao Tong University 2007 — 2007
Columbia University Business Chinese and Internship Program
Rich Bernardy's Banc of America Securities Experience 1985 - 1999
Job Managing Partner at M1 Energy Capital
Industry Oil & Energy
Experience
M1 Energy Capital November 2006 - Present
PLS Energy Capital Services March 2009 - April 2010
M1 Energy Capital Management October 2006 - March 2009
NGP Capital Resources Company April 2004 - October 2006
Deustche Bank January 2000 - December 2002
Banc of America Securities 1985 - 1999
Skills
Mergers, Private Equity, Investments, Corporate Development, Equities, Structured Finance, Strategy, Debt, Divestitures, Energy, Finance, Business Development, Private Placements, Acquisitions, Energy Industry, Commercial Banking, Project Finance, Valuation, Financial Risk..., Securities, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Forecasting, Cash Flow, Venture Capital, Business Valuation, Investor Relations, Upstream, Growth Capital, Mergers & Acquisitions, Joint Ventures, Trading, Alternative Investments, Capital, Restructuring, Portfolio Management, Financial Structuring, Deal Sourcing, Financial Advisory, Asset Management, Entrepreneurship, Capital Raising, Leveraged Finance, Commodity, Natural Gas
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Marketing and Finance
Northern Illinois University 1980 — 1983
BS, Finance and Economics
M1 Energy Capital November 2006 - Present
PLS Energy Capital Services March 2009 - April 2010
M1 Energy Capital Management October 2006 - March 2009
NGP Capital Resources Company April 2004 - October 2006
Deustche Bank January 2000 - December 2002
Banc of America Securities 1985 - 1999
Skills
Mergers, Private Equity, Investments, Corporate Development, Equities, Structured Finance, Strategy, Debt, Divestitures, Energy, Finance, Business Development, Private Placements, Acquisitions, Energy Industry, Commercial Banking, Project Finance, Valuation, Financial Risk..., Securities, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Forecasting, Cash Flow, Venture Capital, Business Valuation, Investor Relations, Upstream, Growth Capital, Mergers & Acquisitions, Joint Ventures, Trading, Alternative Investments, Capital, Restructuring, Portfolio Management, Financial Structuring, Deal Sourcing, Financial Advisory, Asset Management, Entrepreneurship, Capital Raising, Leveraged Finance, Commodity, Natural Gas
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Marketing and Finance
Northern Illinois University 1980 — 1983
BS, Finance and Economics
jeff chicoine's Banc of America Securities Experience 1988 - 1997
Job managing director at mesirow financial
Industry Investment Banking
Experience
mesirow financial September 1999 - Present
ABN AMRO January 1997 - September 1999
Banc of America Securities 1988 - 1997
Continental Bank 1988 - 1997
Continental Bank 1988 - 1997
Northern Trust Company 1975 - 1986
Education
University of Iowa - Henry B. Tippie College of Business 1968 — 1970
MBA, Finance
South Dakota State University 1964 — 1968
BS, Ag Economics
DePaul University
MA, Accounting
mesirow financial September 1999 - Present
ABN AMRO January 1997 - September 1999
Banc of America Securities 1988 - 1997
Continental Bank 1988 - 1997
Continental Bank 1988 - 1997
Northern Trust Company 1975 - 1986
Education
University of Iowa - Henry B. Tippie College of Business 1968 — 1970
MBA, Finance
South Dakota State University 1964 — 1968
BS, Ag Economics
DePaul University
MA, Accounting
Rebecca Pei-Yu Lu's Banc of America Securities Experience June 2005 - January 2009
Job Vice President, Business Analyst in Foreign Exchange Electronic and Algorithmic Trading at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
Societe Generale April 2013 - August 2014
CIBC World Markets July 2011 - January 2013
Banc of America Securities June 2005 - January 2009
Baltimore Technologies August 2000 - January 2004
Skills
Perl, C#, SQL, XML, Oracle, Sybase, C++, Unix, Capital Markets, Fixed Income, Equities, Portfolio Management, Credit Derivatives, Investment Banking, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Financial Instruments and Markets
Cornell University 2004 — 2005
MEng, Computer Science
University of Massachusetts Boston 1996 — 2000
Bachelor of Science, Management Information Science
Bank of America Merrill Lynch September 2014 - Present
Societe Generale April 2013 - August 2014
CIBC World Markets July 2011 - January 2013
Banc of America Securities June 2005 - January 2009
Baltimore Technologies August 2000 - January 2004
Skills
Perl, C#, SQL, XML, Oracle, Sybase, C++, Unix, Capital Markets, Fixed Income, Equities, Portfolio Management, Credit Derivatives, Investment Banking, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Financial Instruments and Markets
Cornell University 2004 — 2005
MEng, Computer Science
University of Massachusetts Boston 1996 — 2000
Bachelor of Science, Management Information Science
Chris Torie's Banc of America Securities Experience May 1995 - July 2000
Job Managing Director at BNP Paribas/Bank of the West
Industry Banking
Experience
BNP Paribas/Bank of the West March 2014 - Present
Wells Fargo Bank April 2005 - December 2013
Bank of America July 2000 - November 2005
Banc of America Securities May 1995 - July 2000
Banc of America Securities July 1989 - May 1995
Citizens and Southern Bank June 1982 - July 1989
Skills
Management, Loans, Credit, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Underwriting, Investments, Small Business Lending, Commercial Banking, Mortgage Lending, Financial Analysis, Wealth Management, Financial Services, Mergers & Acquisitions, Risk Management, Relationship Management, Asset Based Lending, Asset Management, Process Improvement, Team Building
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Financial Economics
DePauw University 1976 — 1980
BS, Economics/English Composition
BNP Paribas/Bank of the West March 2014 - Present
Wells Fargo Bank April 2005 - December 2013
Bank of America July 2000 - November 2005
Banc of America Securities May 1995 - July 2000
Banc of America Securities July 1989 - May 1995
Citizens and Southern Bank June 1982 - July 1989
Skills
Management, Loans, Credit, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Underwriting, Investments, Small Business Lending, Commercial Banking, Mortgage Lending, Financial Analysis, Wealth Management, Financial Services, Mergers & Acquisitions, Risk Management, Relationship Management, Asset Based Lending, Asset Management, Process Improvement, Team Building
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Financial Economics
DePauw University 1976 — 1980
BS, Economics/English Composition
Phillip Druce's Banc of America Securities Experience 2001 - 2005
Job Vice President at Atlantic Street Capital
Industry Venture Capital & Private Equity
Experience
Atlantic Street Capital April 2014 - Present
Gallatin Equity Partners March 2013 - April 2014
North Cove Partners June 2011 - December 2013
BAML Capital Partners September 2010 - May 2011
Guardian Capital Partners June 2009 - August 2009
Brown Brothers Harriman 2005 - 2008
Banc of America Securities 2001 - 2005
Skills
Private Equity, Investments, Valuation, Strategy, Financial Modeling, Due Diligence, Debt & Equity Financing, Leveraged Buyouts, 13-Week Cash Flow..., Financial Structuring, Structuring Transactions, Letter of Intent (LOI), Legal Document..., Term Sheets, Indication of Interest..., Investment Strategies, Operational Due..., Growth Equity..., Growth Capital, Investment Banking, Discounted Cash Flow..., Comparable Company..., Restructuring, Debt Restructuring, Corporate Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Economics
Horace Mann High School 1991 — 1997
Atlantic Street Capital April 2014 - Present
Gallatin Equity Partners March 2013 - April 2014
North Cove Partners June 2011 - December 2013
BAML Capital Partners September 2010 - May 2011
Guardian Capital Partners June 2009 - August 2009
Brown Brothers Harriman 2005 - 2008
Banc of America Securities 2001 - 2005
Skills
Private Equity, Investments, Valuation, Strategy, Financial Modeling, Due Diligence, Debt & Equity Financing, Leveraged Buyouts, 13-Week Cash Flow..., Financial Structuring, Structuring Transactions, Letter of Intent (LOI), Legal Document..., Term Sheets, Indication of Interest..., Investment Strategies, Operational Due..., Growth Equity..., Growth Capital, Investment Banking, Discounted Cash Flow..., Comparable Company..., Restructuring, Debt Restructuring, Corporate Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Economics
Horace Mann High School 1991 — 1997
Steve Benov's Banc of America Securities Experience September 1997 - April 2001
Job Managing Director, Health Care Finance Group, at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates July 2001 - Present
Banc of America Securities September 1997 - April 2001
First Chicago July 1990 - September 1997
Skills
Investment Banking, Valuation, Public Finance, Management, Healthcare, Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Portfolio Management, Due Diligence, Bonds
Education
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Hospital Administration
Northeastern University 1971 — 1976
B.S., Biology
Raymond James & Associates July 2001 - Present
Banc of America Securities September 1997 - April 2001
First Chicago July 1990 - September 1997
Skills
Investment Banking, Valuation, Public Finance, Management, Healthcare, Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Portfolio Management, Due Diligence, Bonds
Education
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Hospital Administration
Northeastern University 1971 — 1976
B.S., Biology
P. Mark Martini's Banc of America Securities Experience January 2000 - January 2003
Job eva Dimensions, Executive Managing Director
Industry Financial Services
Experience
EVA Dimensions, LLC October 2013 - Present
Cantor Fitzgerald October 2009 - May 2015
JMP Securities January 2006 - May 2009
Deutsche Bank January 2002 - January 2006
Banc of America Securities January 2000 - January 2003
Bear Stearns October 1994 - January 2000
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Financial Modeling, Investments, Portfolio Management, Investment Banking, Fixed Income, Valuation, Financial Analysis, Asset Managment, Emerging Markets, Securities, Asset Management, Electronic Trading, Mutual Funds, Alternative Investments, FINRA, Private Equity, Asset Allocation, Equity Valuation, Trading, Financial Markets, Investment Management, Financial Services, Equity Derivatives, Corporate Finance, Options, Derivatives, Due Diligence, Trading Systems, Investment Strategies, Equity Trading, Risk Management, Investor Relations, ETFs, Structured Products, Structured Finance, Venture Capital, Bonds, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts School of Law
Juris Doctor
University of Notre Dame - Mendoza College of Business
Negotiation & Diplomacy
Villanova University
Bachelor of Arts (B.A.), Economics/ Political Science
EVA Dimensions, LLC October 2013 - Present
Cantor Fitzgerald October 2009 - May 2015
JMP Securities January 2006 - May 2009
Deutsche Bank January 2002 - January 2006
Banc of America Securities January 2000 - January 2003
Bear Stearns October 1994 - January 2000
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Financial Modeling, Investments, Portfolio Management, Investment Banking, Fixed Income, Valuation, Financial Analysis, Asset Managment, Emerging Markets, Securities, Asset Management, Electronic Trading, Mutual Funds, Alternative Investments, FINRA, Private Equity, Asset Allocation, Equity Valuation, Trading, Financial Markets, Investment Management, Financial Services, Equity Derivatives, Corporate Finance, Options, Derivatives, Due Diligence, Trading Systems, Investment Strategies, Equity Trading, Risk Management, Investor Relations, ETFs, Structured Products, Structured Finance, Venture Capital, Bonds, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts School of Law
Juris Doctor
University of Notre Dame - Mendoza College of Business
Negotiation & Diplomacy
Villanova University
Bachelor of Arts (B.A.), Economics/ Political Science
Brian Ko's Banc of America Securities Experience October 2005 - February 2008
Job Associate, Global Leveraged Finance at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital May 2011 - Present
UBS Investment Bank July 2009 - May 2011
LM Isis Capital Partners March 2008 - October 2008
Banc of America Securities October 2005 - February 2008
Education
Columbia University in the City of New York
Barclays Capital May 2011 - Present
UBS Investment Bank July 2009 - May 2011
LM Isis Capital Partners March 2008 - October 2008
Banc of America Securities October 2005 - February 2008
Education
Columbia University in the City of New York
Saurabh Kapadia's Banc of America Securities Experience 2003 - 2009
Job Partner and Senior Analyst at Corre Partners Management, LLC
Industry Investment Management
Experience
Corre Partners Management, LLC 2010 - Present
Banc of America Securities 2003 - 2009
Morgan Stanley 1998 - 2002
Cowen and Company 1995 - 1997
Kidder Peabody 1994 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, LBO, Corporate Finance, Mergers, Investments, Equity Research, Corporate Development, Bloomberg, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Fixed Income, M&A experience
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
Corre Partners Management, LLC 2010 - Present
Banc of America Securities 2003 - 2009
Morgan Stanley 1998 - 2002
Cowen and Company 1995 - 1997
Kidder Peabody 1994 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, LBO, Corporate Finance, Mergers, Investments, Equity Research, Corporate Development, Bloomberg, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Fixed Income, M&A experience
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
Robert McCarthy, CFA's Banc of America Securities Experience May 2006 - February 2008
Job Managing Director, Senior Analyst, Equity Research at Stifel Financial Corp.
Industry Research
Experience
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
Daniel Lundquist's Banc of America Securities Experience July 2007 - January 2009
Job Global Healthcare Specialty Sales at BofAML
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch March 2012 - August 2015
Bank of America Merrill Lynch February 2009 - March 2012
Banc of America Securities July 2007 - January 2009
Skills
Equities, Series 7, Bloomberg, Series 63, Financial Modeling, Valuation, Securities, Microsoft Office, Economics, Finance, PowerPoint, FINRA, Microsoft Excel, Equity Valuation, Options, Financial Markets, Derivatives, Financial Analysis, Bloomberg Terminal
Education
Cornell University 2003 — 2007
B.S., Policy Analysis and Management
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch March 2012 - August 2015
Bank of America Merrill Lynch February 2009 - March 2012
Banc of America Securities July 2007 - January 2009
Skills
Equities, Series 7, Bloomberg, Series 63, Financial Modeling, Valuation, Securities, Microsoft Office, Economics, Finance, PowerPoint, FINRA, Microsoft Excel, Equity Valuation, Options, Financial Markets, Derivatives, Financial Analysis, Bloomberg Terminal
Education
Cornell University 2003 — 2007
B.S., Policy Analysis and Management
Stewart Boswell's Banc of America Securities Experience June 1978 - April 2002
Job Head of Private Client at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC September 2009 - Present
Boswell Associates LLC 2002 - September 2009
Banc of America Securities June 1978 - April 2002
Bank of America 1978 - 2002
Skills
Asset Managment, Portfolio Management, Investments, Wealth Management, Fixed Income
Education
Davidson College 1974 — 1978
BA, Economics
Sterling Capital Management LLC September 2009 - Present
Boswell Associates LLC 2002 - September 2009
Banc of America Securities June 1978 - April 2002
Bank of America 1978 - 2002
Skills
Asset Managment, Portfolio Management, Investments, Wealth Management, Fixed Income
Education
Davidson College 1974 — 1978
BA, Economics
Marc Mezzadri's Banc of America Securities Experience 2000 - 2007
Job Vista Investment Partners/Vista Equity Partners
Industry Investment Management
Experience
Vista Equity Partners April 2014 - Present
Cypress Capital Management 2010 - March 2014
Partner Fund Management (PFM) 2007 - 2009
Banc of America Securities 2000 - 2007
Goldman Sachs 1996 - 2000
Education
Columbia University in the City of New York 1992 — 1996
ba, economics
Vista Equity Partners April 2014 - Present
Cypress Capital Management 2010 - March 2014
Partner Fund Management (PFM) 2007 - 2009
Banc of America Securities 2000 - 2007
Goldman Sachs 1996 - 2000
Education
Columbia University in the City of New York 1992 — 1996
ba, economics
Erin Coffer's Banc of America Securities Experience August 2007 - May 2009
Job Managing Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2009 - Present
Banc of America Securities August 2007 - May 2009
Prudential Securities January 2003 - June 2007
K&L Gates January 2001 - December 2002
US Securities and Exchange Commission September 1997 - December 2000
Skills
Investments, Management, Leadership, Capital Markets, Corporate Governance, Hedge Funds, Securities Regulation, Private Equity, Corporate Law, Securities, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1994 — 1997
JD, Law
Creighton University 1990 — 1994
B.A., Political Science/Economics
Bank of America Merrill Lynch May 2009 - Present
Banc of America Securities August 2007 - May 2009
Prudential Securities January 2003 - June 2007
K&L Gates January 2001 - December 2002
US Securities and Exchange Commission September 1997 - December 2000
Skills
Investments, Management, Leadership, Capital Markets, Corporate Governance, Hedge Funds, Securities Regulation, Private Equity, Corporate Law, Securities, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1994 — 1997
JD, Law
Creighton University 1990 — 1994
B.A., Political Science/Economics
Jonathan Kracer's Banc of America Securities Experience May 2007 - August 2007
Job Managing Principal at Sion Capital LLC (Hospitality and Real Estate Consulting and Investments)
Industry Hospitality
Experience
Sion Capital LLC March 2011 - Present
RDC International Hospitality Consultants March 2009 - March 2011
Jones Lang LaSalle Hotels February 2008 - January 2009
Banc of America Securities May 2007 - August 2007
Horwath Asia Pacific May 2006 - August 2006
New York Palace Hotel January 2005 - January 2006
Skills
French, Italian, Portuguese, Hotels, Hospitality, Revenue Analysis, Hospitality Management, Valuation, Hospitality Industry, Financial Modeling, Real Estate Economics, Financial Analysis, Resorts, Due Diligence, Restaurants, Real Estate Development, Tourism, Hotel Management, Management, Market Research, Mergers & Acquisitions, Food & Beverage, Budgets, Strategy, Negotiation, Front Office, Luxury, Real Estate, Forecasting, Strategic Planning, Property Management, Yield Management, Finance, Disposition, Business Planning, Acquisitions
Education
Cornell University 2006 — 2008
BSC, Hotel Administration
Swiss Hotel Management School Les Roches 2002 — 2004
Diploma, Hotel Management
American School Foundation
Diploma, High School
Sion Capital LLC March 2011 - Present
RDC International Hospitality Consultants March 2009 - March 2011
Jones Lang LaSalle Hotels February 2008 - January 2009
Banc of America Securities May 2007 - August 2007
Horwath Asia Pacific May 2006 - August 2006
New York Palace Hotel January 2005 - January 2006
Skills
French, Italian, Portuguese, Hotels, Hospitality, Revenue Analysis, Hospitality Management, Valuation, Hospitality Industry, Financial Modeling, Real Estate Economics, Financial Analysis, Resorts, Due Diligence, Restaurants, Real Estate Development, Tourism, Hotel Management, Management, Market Research, Mergers & Acquisitions, Food & Beverage, Budgets, Strategy, Negotiation, Front Office, Luxury, Real Estate, Forecasting, Strategic Planning, Property Management, Yield Management, Finance, Disposition, Business Planning, Acquisitions
Education
Cornell University 2006 — 2008
BSC, Hotel Administration
Swiss Hotel Management School Les Roches 2002 — 2004
Diploma, Hotel Management
American School Foundation
Diploma, High School
Scott Beicke's Banc of America Securities Experience July 2008 - April 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2009 - Present
Banc of America Securities July 2008 - April 2009
Morgan Stanley May 2004 - June 2008
Standard & Poor's October 2002 - April 2004
ABN AMRO Bank June 2001 - August 2001
Standard & Poor's September 1997 - May 2000
Skills
Valuation, Capital Markets, Credit Analysis, Fixed Income, Derivatives, Credit Risk, Banking, Portfolio Management, Management, Structured Finance, Mergers & Acquisitions, Strategy, Financial Structuring, Investment Banking, Private Equity, Credit, Corporate Finance, DCF, Project Finance, Energy, Debt Restructuring, Asset Management
Education
The University of Chicago 2000 — 2002
MBA, Finance, Accounting
Cornell University 1993 — 1997
BA, Economics
Morgan Stanley July 2009 - Present
Banc of America Securities July 2008 - April 2009
Morgan Stanley May 2004 - June 2008
Standard & Poor's October 2002 - April 2004
ABN AMRO Bank June 2001 - August 2001
Standard & Poor's September 1997 - May 2000
Skills
Valuation, Capital Markets, Credit Analysis, Fixed Income, Derivatives, Credit Risk, Banking, Portfolio Management, Management, Structured Finance, Mergers & Acquisitions, Strategy, Financial Structuring, Investment Banking, Private Equity, Credit, Corporate Finance, DCF, Project Finance, Energy, Debt Restructuring, Asset Management
Education
The University of Chicago 2000 — 2002
MBA, Finance, Accounting
Cornell University 1993 — 1997
BA, Economics
Doug Lovette's Banc of America Securities Experience September 2007 - August 2008
Job Managing Partner at Third Coast Capital Advisors LLC
Industry Investment Banking
Experience
Third Coast Capital Advisors LLC August 2008 - Present
Banc of America Securities September 2007 - August 2008
LaSalle Bank / ABN AMRO October 1988 - September 2007
Skills
Middle Market, Mergers, Venture Capital, Divestitures, Capital
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Indiana University Bloomington
BS, Finance
Third Coast Capital Advisors LLC August 2008 - Present
Banc of America Securities September 2007 - August 2008
LaSalle Bank / ABN AMRO October 1988 - September 2007
Skills
Middle Market, Mergers, Venture Capital, Divestitures, Capital
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Indiana University Bloomington
BS, Finance
Todd Rethemeier's Banc of America Securities Experience July 1998 - January 2000
Job Chief Financial Officer at Social Touch Solutions
Industry Information Technology and Services
Experience
Social Touch Solutions October 2014 - Present
Hudson Square Research January 2009 - January 2015
SurTerre Research February 2003 - January 2009
Bear Stearns January 2001 - February 2003
JP Morgan January 2000 - December 2000
Banc of America Securities July 1998 - January 2000
Booz Allen Hamilton August 1995 - July 1998
Skills
Equity Research, Business Strategy, Management Consulting, Telecommunications, Research, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Corporate Development, Private Equity, Venture Capital, Management, Mergers & Acquisitions, Financial Analysis, Finance, Investments, Capital Markets, Corporate Finance, Asset Management, Portfolio Management, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1994 — 1995
MBA, Finance and Business Strategy
Cornell University 1993 — 1994
M Eng, Operations Research & Industrial Engineering
Cornell University 1989 — 1993
BS, Operations Research & Industrial Engineering
Social Touch Solutions October 2014 - Present
Hudson Square Research January 2009 - January 2015
SurTerre Research February 2003 - January 2009
Bear Stearns January 2001 - February 2003
JP Morgan January 2000 - December 2000
Banc of America Securities July 1998 - January 2000
Booz Allen Hamilton August 1995 - July 1998
Skills
Equity Research, Business Strategy, Management Consulting, Telecommunications, Research, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Corporate Development, Private Equity, Venture Capital, Management, Mergers & Acquisitions, Financial Analysis, Finance, Investments, Capital Markets, Corporate Finance, Asset Management, Portfolio Management, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1994 — 1995
MBA, Finance and Business Strategy
Cornell University 1993 — 1994
M Eng, Operations Research & Industrial Engineering
Cornell University 1989 — 1993
BS, Operations Research & Industrial Engineering
Craig Sudan's Banc of America Securities Experience 2008 - 2009
Job Real Estate Investment Group Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs 2013 - Present
Lehman Brothers Holdings Inc. 2011 - 2013
The Leading Hotels of the World 2009 - 2011
Banc of America Securities 2008 - 2009
Education
Cornell University 2004 — 2008
Bachelor of Science, Hotel Administration
Chaminade High School 2001 — 2004
Goldman Sachs 2013 - Present
Lehman Brothers Holdings Inc. 2011 - 2013
The Leading Hotels of the World 2009 - 2011
Banc of America Securities 2008 - 2009
Education
Cornell University 2004 — 2008
Bachelor of Science, Hotel Administration
Chaminade High School 2001 — 2004
Charlie Rittgers's Banc of America Securities Experience June 2006 - July 2007
Job Attorney at Rittgers & Rittgers
Industry Law Practice
Experience
Rittgers & Rittgers 2007 - Present
Ohio Justice & Policy Center August 2009 - May 2010
United States District Court for the Southern District of Ohio January 2009 - May 2009
Banc of America Securities June 2006 - July 2007
Skills
Hearings, Trials, Legal Writing, Criminal Law, Strategy, Courts, Mergers & Acquisitions, Litigation, Civil Litigation, Criminal Defense, DUI Defense, Legal Research, Personal Injury, Mergers, Personal Injury..., Motions
Education
University of Cincinnati College of Law 2007 — 2010
Doctor of Law (J.D.)
Dartmouth College 2002 — 2006
Bachelor's degree, History
Rittgers & Rittgers 2007 - Present
Ohio Justice & Policy Center August 2009 - May 2010
United States District Court for the Southern District of Ohio January 2009 - May 2009
Banc of America Securities June 2006 - July 2007
Skills
Hearings, Trials, Legal Writing, Criminal Law, Strategy, Courts, Mergers & Acquisitions, Litigation, Civil Litigation, Criminal Defense, DUI Defense, Legal Research, Personal Injury, Mergers, Personal Injury..., Motions
Education
University of Cincinnati College of Law 2007 — 2010
Doctor of Law (J.D.)
Dartmouth College 2002 — 2006
Bachelor's degree, History
Joseph Correa's Banc of America Securities Experience June 2005 - June 2007
Job Management Consultant & Financial Analyst
Industry Management Consulting
Experience
Park Street Advisors September 2009 - Present
McKinsey & Company February 2008 - August 2009
Global Construction Solutions, LLC July 2007 - January 2008
Banc of America Securities June 2005 - June 2007
Education
Cornell University 2000 — 2004
B.A., Majors: Economics, History, Government, American Studies; Minor: Latin American Studies
Park Street Advisors September 2009 - Present
McKinsey & Company February 2008 - August 2009
Global Construction Solutions, LLC July 2007 - January 2008
Banc of America Securities June 2005 - June 2007
Education
Cornell University 2000 — 2004
B.A., Majors: Economics, History, Government, American Studies; Minor: Latin American Studies
Jason Striggow's Banc of America Securities Experience December 2002 - May 2009
Job at
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Deutsche Bank August 2010 - Present
Bank of America August 2009 - July 2010
Merrill Lynch May 2009 - August 2009
Banc of America Securities December 2002 - May 2009
J.P. Morgan December 2001 - December 2002
Education
DePaul University 1999 — 2001
Bachelors, Finance
Joliet Junior College 1997 — 1999
Associates
J.P. Morgan May 2014 - Present
Deutsche Bank August 2010 - Present
Bank of America August 2009 - July 2010
Merrill Lynch May 2009 - August 2009
Banc of America Securities December 2002 - May 2009
J.P. Morgan December 2001 - December 2002
Education
DePaul University 1999 — 2001
Bachelors, Finance
Joliet Junior College 1997 — 1999
Associates
Reina Trinwith's Banc of America Securities Experience February 1999 - January 2001
Job Stellar Executive Assistant
Industry Computer Software
Experience
Spansion January 2006 - September 2008
L3 Marketing February 2001 - December 2005
Banc of America Securities February 1999 - January 2001
Lockheed Martin Space Systems Company January 1997 - January 1999
Education
De Anza College 1987 — 1989
Business Administration
Spansion January 2006 - September 2008
L3 Marketing February 2001 - December 2005
Banc of America Securities February 1999 - January 2001
Lockheed Martin Space Systems Company January 1997 - January 1999
Education
De Anza College 1987 — 1989
Business Administration
Esther Gorodezky's Banc of America Securities Experience July 2007 - July 2009
Job Controller at GZ Brokers
Industry Banking
Experience
GZ Brokers April 2012 - Present
Hapoalim Securities USA January 2010 - September 2011
Hapoalim Securities January 2010 - July 2011
Banc of America Securities July 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Equities, Investments, Fixed Income, Derivatives, Alternative Investments, Bonds, Asset Management, Asset Allocation
Education
Columbia University in the City of New York 1996 — 2000
B.S., Astrophysics
GZ Brokers April 2012 - Present
Hapoalim Securities USA January 2010 - September 2011
Hapoalim Securities January 2010 - July 2011
Banc of America Securities July 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Equities, Investments, Fixed Income, Derivatives, Alternative Investments, Bonds, Asset Management, Asset Allocation
Education
Columbia University in the City of New York 1996 — 2000
B.S., Astrophysics
Roy D. Mansell's Banc of America Securities Experience 2003 - 2004
Job Managing Director at Agra Risk Solutions, Inc.
Industry Investment Banking
Experience
Zero Emission Consulting July 2015 - Present
Bandon River Capital June 2015 - Present
Agra Risk Solutions Inc. October 2014 - Present
One World Financial Partners October 2013 - September 2014
RJM International LLC July 2011 - January 2014
Guzman & Company April 2005 - May 2012
Banc of America Securities 2003 - 2004
Wells Fargo Investments 2001 - 2003
Salomon Smith Barney 2000 - 2001
PaineWebber 1999 - 2000
Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds
Education
DePaul University
BS, Finance
Florida Institute of Technology
Business
Zero Emission Consulting July 2015 - Present
Bandon River Capital June 2015 - Present
Agra Risk Solutions Inc. October 2014 - Present
One World Financial Partners October 2013 - September 2014
RJM International LLC July 2011 - January 2014
Guzman & Company April 2005 - May 2012
Banc of America Securities 2003 - 2004
Wells Fargo Investments 2001 - 2003
Salomon Smith Barney 2000 - 2001
PaineWebber 1999 - 2000
Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds
Education
DePaul University
BS, Finance
Florida Institute of Technology
Business
Andrew Beckner's Banc of America Securities Experience 1997 - 2001
Job Vice President, Client Relations
Industry Education Management
Experience
Bright Horizons 2001 - Present
Banc of America Securities 1997 - 2001
Kelling, Northcross & Nobriga 1994 - 1997
Skills
Strategy, Business Development, Leadership, Strategic Planning, Team Building, Marketing Strategy, Salesforce.com, Program Management, Investment Banking, Bonds, Microsoft Excel, Sales Management, Customer Service, Business Analysis
Education
University of California, Davis - Graduate School of Management 1992 — 1994
M.B.A., Dual Concentration: Finance and Enviornmental & Natural Resource Management
Cornell University 1986 — 1990
B.S., Agricultural Economics
Punahou School 1980 — 1986
Bright Horizons 2001 - Present
Banc of America Securities 1997 - 2001
Kelling, Northcross & Nobriga 1994 - 1997
Skills
Strategy, Business Development, Leadership, Strategic Planning, Team Building, Marketing Strategy, Salesforce.com, Program Management, Investment Banking, Bonds, Microsoft Excel, Sales Management, Customer Service, Business Analysis
Education
University of California, Davis - Graduate School of Management 1992 — 1994
M.B.A., Dual Concentration: Finance and Enviornmental & Natural Resource Management
Cornell University 1986 — 1990
B.S., Agricultural Economics
Punahou School 1980 — 1986
Gordon Glasgow's Banc of America Securities Experience 1998 - 2002
Job Regional Private Banking Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2013 - Present
New Vermillion LLC 2003 - June 2013
Banc of America Securities 1998 - 2002
Banc of America Securities 1995 - 1998
Skills
Corporate Finance, Commercial Banking, Investment Banking, Real Estate Development, Project Management, Market Development, Strategic Planning, Leadership, New Business Development, Sales Management, Manage Client..., Financial Analysis, Capital Structure, Negotiation, Financial Modeling, Talent Developer, Team Leadership, Coaching, Banking, Due Diligence, Mergers & Acquisitions, Management
Education
University of North Carolina at Chapel Hill 1976 — 1978
MBA, Finance
Davidson College 1970 — 1974
BA, History
Wells Fargo Bank July 2013 - Present
New Vermillion LLC 2003 - June 2013
Banc of America Securities 1998 - 2002
Banc of America Securities 1995 - 1998
Skills
Corporate Finance, Commercial Banking, Investment Banking, Real Estate Development, Project Management, Market Development, Strategic Planning, Leadership, New Business Development, Sales Management, Manage Client..., Financial Analysis, Capital Structure, Negotiation, Financial Modeling, Talent Developer, Team Leadership, Coaching, Banking, Due Diligence, Mergers & Acquisitions, Management
Education
University of North Carolina at Chapel Hill 1976 — 1978
MBA, Finance
Davidson College 1970 — 1974
BA, History
Rock Fu's Banc of America Securities Experience March 2000 - February 2008
Job Managing Director Head of Financial Institutions DCM at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. May 2014 - Present
Loop Capital Markets August 2011 - May 2014
Aladdin Capital 2009 - August 2011
Banc of America Securities March 2000 - February 2008
Merrill Lynch April 1996 - March 2000
Credit Suisse First Boston February 1993 - April 1996
Skills
Fixed Income, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Modeling, DCM, Bloomberg, Valuation, Emerging Markets, Portfolio Management, Asset Management
Education
Cornell University 1985 — 1989
Bachelors, Economics
Mizuho Securities USA Inc. May 2014 - Present
Loop Capital Markets August 2011 - May 2014
Aladdin Capital 2009 - August 2011
Banc of America Securities March 2000 - February 2008
Merrill Lynch April 1996 - March 2000
Credit Suisse First Boston February 1993 - April 1996
Skills
Fixed Income, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Modeling, DCM, Bloomberg, Valuation, Emerging Markets, Portfolio Management, Asset Management
Education
Cornell University 1985 — 1989
Bachelors, Economics
Peter Maletis's Banc of America Securities Experience March 1996 - August 1999
Job Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2010 - Present
Cambrian Capital Partners November 2007 - May 2008
Marathon Resource Investments January 2003 - November 2007
The Cypress Funds/Aesop Capital June 2000 - June 2002
Banc of America Securities March 1996 - August 1999
Education
University of Southern California 1999 — 2001
MBA
Connecticut College 1991 — 1994
BA
Franklin Templeton Investments August 2010 - Present
Cambrian Capital Partners November 2007 - May 2008
Marathon Resource Investments January 2003 - November 2007
The Cypress Funds/Aesop Capital June 2000 - June 2002
Banc of America Securities March 1996 - August 1999
Education
University of Southern California 1999 — 2001
MBA
Connecticut College 1991 — 1994
BA
Jeff Wimmer, CFA's Banc of America Securities Experience June 2004 - August 2004
Job Portfolio Manager / Equity Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US (Formerly Columbia Management) September 2014 - Present
Samson Capital Advisors August 2012 - September 2014
J.P. Morgan July 2005 - July 2010
Banc of America Securities June 2004 - August 2004
Skills
Financial Modeling, Equity Research, Valuation, Equities, Bloomberg, Hedge Funds, Equity Valuation, Investment Banking, Investments, Financial Analysis, Private Equity, Capital Markets, Asset Managment, Fixed Income, Corporate Finance, Derivatives, Portfolio Management, Series 7, Due Diligence, Bonds
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Master, Business Administration
Indiana University Bloomington 2001 — 2005
Kelley School of Business - Bachelors of Science, Finance
Columbia Threadneedle Investments, US (Formerly Columbia Management) September 2014 - Present
Samson Capital Advisors August 2012 - September 2014
J.P. Morgan July 2005 - July 2010
Banc of America Securities June 2004 - August 2004
Skills
Financial Modeling, Equity Research, Valuation, Equities, Bloomberg, Hedge Funds, Equity Valuation, Investment Banking, Investments, Financial Analysis, Private Equity, Capital Markets, Asset Managment, Fixed Income, Corporate Finance, Derivatives, Portfolio Management, Series 7, Due Diligence, Bonds
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Master, Business Administration
Indiana University Bloomington 2001 — 2005
Kelley School of Business - Bachelors of Science, Finance
Edward Kovary Jr's Banc of America Securities Experience March 1999 - March 2000
Job Managing Director Equity Capital Markets at EarlyBird Capital
Industry Investment Banking
Experience
EarlyBirdCapital May 2005 - Present
ING Barings March 2000 - April 2001
Banc of America Securities March 1999 - March 2000
Goldman Sachs 1995 - 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Private Equity
Education
Cornell University
BS, Management
EarlyBirdCapital May 2005 - Present
ING Barings March 2000 - April 2001
Banc of America Securities March 1999 - March 2000
Goldman Sachs 1995 - 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Private Equity
Education
Cornell University
BS, Management
Chin Pak's Banc of America Securities Experience May 2000 - September 2003
Job Director Investment Banking at Tigress Financial Partners
Industry Internet
Experience
Tigress Financial Partners December 2014 - Present
KaChange, Inc. January 2010 - Present
Cascadia Capital 2005 - 2007
Banc of America Securities May 2000 - September 2003
Rothschild July 1996 - June 1999
Education
Dartmouth College 1990 — 1994
BA, Economics, Psychology
Tigress Financial Partners December 2014 - Present
KaChange, Inc. January 2010 - Present
Cascadia Capital 2005 - 2007
Banc of America Securities May 2000 - September 2003
Rothschild July 1996 - June 1999
Education
Dartmouth College 1990 — 1994
BA, Economics, Psychology
Scott Medla's Banc of America Securities Experience March 2007 - March 2008
Job Managing Partner at TAG Energy Partners
Industry Investment Banking
Experience
TAG Energy Partners July 2010 - Present
CIT Energy March 2008 - July 2010
Banc of America Securities March 2007 - March 2008
New Harbor Capital April 2003 - February 2007
Fieldstone Private Capital Group August 1998 - April 2003
Deutsche Bank Securities March 1991 - August 1998
Citbank, NA March 1987 - March 1991
Irving Trust Company July 1980 - March 1987
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Union College 1972 — 1976
BA, Political Science
TAG Energy Partners July 2010 - Present
CIT Energy March 2008 - July 2010
Banc of America Securities March 2007 - March 2008
New Harbor Capital April 2003 - February 2007
Fieldstone Private Capital Group August 1998 - April 2003
Deutsche Bank Securities March 1991 - August 1998
Citbank, NA March 1987 - March 1991
Irving Trust Company July 1980 - March 1987
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Union College 1972 — 1976
BA, Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS