Banc of America Securities
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, New York, United States Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
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Banc of America Securities Employees
Employee
Years
Job
Industry
Jasmin Allen (previously Hodge) Jasmin Allen (previously Hodge)'s Banc of America Securities Experience 2002 - 2003
Job Head of Entertainment Marketing at TMobile
Industry Marketing and Advertising
Experience
T-Mobile May 2015 - Present
The Coca-Cola Company July 2012 - April 2015
Stag&Hare March 2011 - May 2012
The Coca-Cola Company July 2010 - March 2011
The Coca-Cola Company July 2008 - July 2010
The Coca-Cola Company May 2007 - August 2007
Booz Allen Hamilton April 2005 - June 2006
Booz Allen Hamilton January 2003 - April 2005
Banc of America Securities 2002 - 2003
Skills
Strategic Thinking, Cross-functional Team..., Business Analysis, Brand Architecture, Marketing Communications, Creative Direction, New Business Development, Strategic Partnerships, Negotiation, Entertainment Industry, Brand Management, Marketing Strategy, Strategic Analysis, Creative Development, Consumer Insights, Product Launches, Event Management, Sponsorship Activation, Copywriting, Copy Editing
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Virginia - The McIntire School of Commerce 1998 — 2002
Bachelor of Science, Finance
Mount Vernon High School 1994 — 1998
High School Diploma
T-Mobile May 2015 - Present
The Coca-Cola Company July 2012 - April 2015
Stag&Hare March 2011 - May 2012
The Coca-Cola Company July 2010 - March 2011
The Coca-Cola Company July 2008 - July 2010
The Coca-Cola Company May 2007 - August 2007
Booz Allen Hamilton April 2005 - June 2006
Booz Allen Hamilton January 2003 - April 2005
Banc of America Securities 2002 - 2003
Skills
Strategic Thinking, Cross-functional Team..., Business Analysis, Brand Architecture, Marketing Communications, Creative Direction, New Business Development, Strategic Partnerships, Negotiation, Entertainment Industry, Brand Management, Marketing Strategy, Strategic Analysis, Creative Development, Consumer Insights, Product Launches, Event Management, Sponsorship Activation, Copywriting, Copy Editing
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Virginia - The McIntire School of Commerce 1998 — 2002
Bachelor of Science, Finance
Mount Vernon High School 1994 — 1998
High School Diploma
Brad Dauplaise, CMA, CFM, MBA's Banc of America Securities Experience March 2006 - October 2007
Job Director of Portfolio Services at Starwood Vacation Ownership
Industry Hospitality
Experience
Starwood Vacation Ownership November 2013 - Present
Starwood Vacation Ownership June 2010 - November 2013
Starwood Vacation Ownership October 2007 - June 2010
Banc of America Securities March 2006 - October 2007
DBM August 2005 - March 2006
Bio-One Corporation June 2001 - July 2005
Skills
Data Analysis, Structured Finance, Cash Flow Modeling, Static Pool Modeling, Financial Modeling, Financial Analysis, Financial Reporting, Securitization, Mortgage Banking, Variance Analysis, Quantitative Finance, Financial Statement..., Budgets, Financial Markets, Risk Management, Internal Controls, Sarbanes-Oxley
Education
Flagler College
BA, Business Administration, Accounting, 3.53 Cum Laude honors
Florida State University - College of Business
MBA, Finance, 3.95 Beta Gamma Sigma honors
Starwood Vacation Ownership November 2013 - Present
Starwood Vacation Ownership June 2010 - November 2013
Starwood Vacation Ownership October 2007 - June 2010
Banc of America Securities March 2006 - October 2007
DBM August 2005 - March 2006
Bio-One Corporation June 2001 - July 2005
Skills
Data Analysis, Structured Finance, Cash Flow Modeling, Static Pool Modeling, Financial Modeling, Financial Analysis, Financial Reporting, Securitization, Mortgage Banking, Variance Analysis, Quantitative Finance, Financial Statement..., Budgets, Financial Markets, Risk Management, Internal Controls, Sarbanes-Oxley
Education
Flagler College
BA, Business Administration, Accounting, 3.53 Cum Laude honors
Florida State University - College of Business
MBA, Finance, 3.95 Beta Gamma Sigma honors
Christine McIntyre Christine McIntyre's Banc of America Securities Experience March 2005 - March 2009
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2009 - Present
Banc of America Securities March 2005 - March 2009
Skills
Fixed Income, Investment Banking, Finance, Structured Finance, Credit, Banking, Financial Structuring, Bonds, Analysis, Loans, Capital Markets, Bloomberg, Policy, Financial Modeling, Securities, Valuation, Credit Analysis, Portfolio Management, Series 7
Education
Duke University 2000 — 2004
BA, Psychology, English
Myers Park 1997 — 2000
Wells Fargo Securities May 2009 - Present
Banc of America Securities March 2005 - March 2009
Skills
Fixed Income, Investment Banking, Finance, Structured Finance, Credit, Banking, Financial Structuring, Bonds, Analysis, Loans, Capital Markets, Bloomberg, Policy, Financial Modeling, Securities, Valuation, Credit Analysis, Portfolio Management, Series 7
Education
Duke University 2000 — 2004
BA, Psychology, English
Myers Park 1997 — 2000
Daniel Stiefel's Banc of America Securities Experience May 2003 - December 2004
Job Practical Analytics Services
Industry Information Technology and Services
Experience
Practical Analytics Services April 2013 - Present
Technekes LLC 2012 - October 2013
Church's Chicken August 2011 - December 2012
Church's Chicken May 2010 - August 2011
Carlson Restaurants Worldwide October 2009 - August 2010
Silverman Investments September 2005 - July 2009
SunTrust Bank December 2004 - December 2005
Banc of America Securities May 2003 - December 2004
OfficeMax 1992 - 2000
Skills
Financial Analysis, Financial Modeling, Team Leadership, SQL, Data Modeling, Leadership, Management, Strategy, Microsoft SQL Server, Business Intelligence, Strategic Planning, VBA, Analytics, Marketing Analytics, Data Warehouse..., ETL, Marketing, JavaScript, Marketing Strategy, HTML 5, Business Development..., Cross Functional Team..., Cloud Computing, C#, Java
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, Finance and Strategy
University of Central Florida 1994 — 1998
BA, Liberal Arts and Sciences/Liberal Studies
Stanford University
Graduate Certification - Computer Science, Mining Massive Data Sets - in process
Practical Analytics Services April 2013 - Present
Technekes LLC 2012 - October 2013
Church's Chicken August 2011 - December 2012
Church's Chicken May 2010 - August 2011
Carlson Restaurants Worldwide October 2009 - August 2010
Silverman Investments September 2005 - July 2009
SunTrust Bank December 2004 - December 2005
Banc of America Securities May 2003 - December 2004
OfficeMax 1992 - 2000
Skills
Financial Analysis, Financial Modeling, Team Leadership, SQL, Data Modeling, Leadership, Management, Strategy, Microsoft SQL Server, Business Intelligence, Strategic Planning, VBA, Analytics, Marketing Analytics, Data Warehouse..., ETL, Marketing, JavaScript, Marketing Strategy, HTML 5, Business Development..., Cross Functional Team..., Cloud Computing, C#, Java
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, Finance and Strategy
University of Central Florida 1994 — 1998
BA, Liberal Arts and Sciences/Liberal Studies
Stanford University
Graduate Certification - Computer Science, Mining Massive Data Sets - in process
Robert Shin Robert Shin's Banc of America Securities Experience March 1997 - November 1999
Job Compliance Officer at Apollo Global Management
Industry Investment Management
Experience
Apollo Global Management LLC January 2014 - Present
Deutsche Bank November 2010 - December 2013
K&L Gates September 2005 - November 2010
BlackRock November 1999 - September 2005
Banc of America Securities March 1997 - November 1999
Neuberger Berman January 1996 - March 1997
Skills
Capital Markets, Securities, Mutual Funds, Financial Risk, Securities Regulation, Corporate Law, Corporate Governance, Litigation, Commercial Litigation, Intellectual Property, Legal Research, Legal Writing, Corporate Finance, Risk Management, FINRA, Equities, Fixed Income, Banking, Private Placements, Banking Law, Financial Services, Legal Compliance
Education
Fordham Law School 2001 — 2005
JD
Rutgers College 1991 — 1995
BA, Psychology
Apollo Global Management LLC January 2014 - Present
Deutsche Bank November 2010 - December 2013
K&L Gates September 2005 - November 2010
BlackRock November 1999 - September 2005
Banc of America Securities March 1997 - November 1999
Neuberger Berman January 1996 - March 1997
Skills
Capital Markets, Securities, Mutual Funds, Financial Risk, Securities Regulation, Corporate Law, Corporate Governance, Litigation, Commercial Litigation, Intellectual Property, Legal Research, Legal Writing, Corporate Finance, Risk Management, FINRA, Equities, Fixed Income, Banking, Private Placements, Banking Law, Financial Services, Legal Compliance
Education
Fordham Law School 2001 — 2005
JD
Rutgers College 1991 — 1995
BA, Psychology
David Kalish David Kalish's Banc of America Securities Experience May 2001 - May 2002
Job Director of Sales, Team Knakal at Cushman & Wakefield (formerly Massey Knakal)
Industry Real Estate
Experience
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services May 2002 - December 2014
Eastern Consolidated 2007 - 2009
Banc of America Securities May 2001 - May 2002
Skills
Real Estate, Real Estate Economics, Real Estate Transactions, Real Estate Development, Brokerage, Investment Properties, Commercial Real Estate, Leases, Investments, Property Management, Asset Managment, Valuation, Disposition, Due Diligence, Financial Modeling, Real Estate Financing, Corporate Real Estate, Selling, Asset Management, Sales
Education
Emory University 1997 — 2001
Bachelor of Arts (BA), Economics
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services May 2002 - December 2014
Eastern Consolidated 2007 - 2009
Banc of America Securities May 2001 - May 2002
Skills
Real Estate, Real Estate Economics, Real Estate Transactions, Real Estate Development, Brokerage, Investment Properties, Commercial Real Estate, Leases, Investments, Property Management, Asset Managment, Valuation, Disposition, Due Diligence, Financial Modeling, Real Estate Financing, Corporate Real Estate, Selling, Asset Management, Sales
Education
Emory University 1997 — 2001
Bachelor of Arts (BA), Economics
Nicholas Roberts Nicholas Roberts's Banc of America Securities Experience June 2006 - April 2008
Job Research Consultant at Russell Reynolds Associates
Industry Staffing and Recruiting
Experience
Russell Reynolds Associates July 2013 - Present
Fuqua School of Business August 2011 - May 2013
T.R.ENGEL Group, LLC June 2012 - February 2013
Bank of America May 2008 - July 2011
Banc of America Securities June 2006 - April 2008
Struever Bros. Eccles & Rouse January 2004 - August 2004
Skills
Valuation, Financial Modeling
Education
Duke University - Fuqua School of Business 2011 — 2013
MBA, Strategy; Decision Sciences
The Johns Hopkins University 2002 — 2006
B.A., History, Entrepreneurship & Management, French
Episcopal Academy 1994 — 2002
Russell Reynolds Associates July 2013 - Present
Fuqua School of Business August 2011 - May 2013
T.R.ENGEL Group, LLC June 2012 - February 2013
Bank of America May 2008 - July 2011
Banc of America Securities June 2006 - April 2008
Struever Bros. Eccles & Rouse January 2004 - August 2004
Skills
Valuation, Financial Modeling
Education
Duke University - Fuqua School of Business 2011 — 2013
MBA, Strategy; Decision Sciences
The Johns Hopkins University 2002 — 2006
B.A., History, Entrepreneurship & Management, French
Episcopal Academy 1994 — 2002
Sala Chrispin's Banc of America Securities Experience March 2005 - July 2006
Job Executive Assistant to VP Human Resources, Americas at Burberry
Industry Public Relations and Communications
Experience
Burberry 2013 - Present
Fiscal Development -Temporary Assignment May 2012 - Present
NYSARC, Inc 2010 - 2012
Gemini Financial Services Corp. 2007 - 2010
Barclays Capital July 2006 - December 2007
Banc of America Securities March 2005 - July 2006
Skills
Marketing, Administrative..., Project Management, Travel Management, Public Speaking, Public Relations, Confidentiality, Diplomacy, Personal Administration, Human Resources, Speech Writing, Proposal Writing, Leadership, Program Management, Policy, Recruiting, Budgets
Education
SUNY Rockland 2012 — 2014
Business Administration and Management, General, 3.8 GPA
Fordham University 1993 — 1995
English Language and Literature/Letters
Burberry 2013 - Present
Fiscal Development -Temporary Assignment May 2012 - Present
NYSARC, Inc 2010 - 2012
Gemini Financial Services Corp. 2007 - 2010
Barclays Capital July 2006 - December 2007
Banc of America Securities March 2005 - July 2006
Skills
Marketing, Administrative..., Project Management, Travel Management, Public Speaking, Public Relations, Confidentiality, Diplomacy, Personal Administration, Human Resources, Speech Writing, Proposal Writing, Leadership, Program Management, Policy, Recruiting, Budgets
Education
SUNY Rockland 2012 — 2014
Business Administration and Management, General, 3.8 GPA
Fordham University 1993 — 1995
English Language and Literature/Letters
Bob Weston Bob Weston's Banc of America Securities Experience May 2005 - July 2005
Job Chief Financial Officer at Alliance Residential Company
Industry Real Estate
Experience
Alliance Residential Company August 2014 - Present
Alliance Residential Company November 2011 - August 2014
SunTrust Bank May 2009 - November 2011
Alliance Residential Company May 2006 - January 2009
Banc of America Securities May 2005 - July 2005
SunTrust Bank August 1999 - June 2004
Education
Goizueta Business School
MBA
Washington & Lee University
BA, American History
Alliance Residential Company August 2014 - Present
Alliance Residential Company November 2011 - August 2014
SunTrust Bank May 2009 - November 2011
Alliance Residential Company May 2006 - January 2009
Banc of America Securities May 2005 - July 2005
SunTrust Bank August 1999 - June 2004
Education
Goizueta Business School
MBA
Washington & Lee University
BA, American History
Kristopher Nordstrom's Banc of America Securities Experience July 2001 - June 2004
Job Fiscal Analyst at NC General Assembly
Industry Government Administration
Experience
NC General Assembly December 2006 - Present
Banc of America Securities July 2001 - June 2004
Skills
Policy Analysis, Public Policy, Government, Policy, Data Analysis, Stata, Economic Development, Program Evaluation, Economics, Research, Public Speaking, Politics, Analysis, Financial Analysis, Statistics, Political Science, Legislation
Education
Duke University 2004 — 2006
MPP, Public Policy
Wake Forest University 1995 — 1999
BA, Economics
NC General Assembly December 2006 - Present
Banc of America Securities July 2001 - June 2004
Skills
Policy Analysis, Public Policy, Government, Policy, Data Analysis, Stata, Economic Development, Program Evaluation, Economics, Research, Public Speaking, Politics, Analysis, Financial Analysis, Statistics, Political Science, Legislation
Education
Duke University 2004 — 2006
MPP, Public Policy
Wake Forest University 1995 — 1999
BA, Economics
Olivera R. Radakovic's Banc of America Securities Experience May 2005 - July 2011
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock June 2011 - Present
Banc of America Securities May 2005 - July 2011
Lehman Brothers April 1996 - April 2005
Education
University of Maryland College Park 1991 — 1995
BS, Finance
Fordham Gabelli School of Business
Graduate Studies in Finance
BlackRock June 2011 - Present
Banc of America Securities May 2005 - July 2011
Lehman Brothers April 1996 - April 2005
Education
University of Maryland College Park 1991 — 1995
BS, Finance
Fordham Gabelli School of Business
Graduate Studies in Finance
Kathleen Henderson Finley's Banc of America Securities Experience May 2004 - July 2005
Job Personal Financial Services at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust August 2005 - August 2012
Banc of America Securities May 2004 - July 2005
Skills
Wealth Management, Certified Financial..., Wealth Management..., Strategic Financial..., Financial Services, Customer Experience, Strategic Planning, Credit Analysis, Project Management
Education
Duke University 2000 — 2004
Bachelor of Arts, Public Policy Studies
Chagrin Falls High School 1996 — 2000
Northern Trust August 2012 - Present
Northern Trust August 2005 - August 2012
Banc of America Securities May 2004 - July 2005
Skills
Wealth Management, Certified Financial..., Wealth Management..., Strategic Financial..., Financial Services, Customer Experience, Strategic Planning, Credit Analysis, Project Management
Education
Duke University 2000 — 2004
Bachelor of Arts, Public Policy Studies
Chagrin Falls High School 1996 — 2000
Theo Brito's Banc of America Securities Experience 2004 - 2008
Job Director, Consumer Analyst at BTIG, LLC
Industry Investment Management
Experience
Alliance Bernstein 2008 - 2012
Banc of America Securities 2004 - 2008
Sheffield Asset Management June 2003 - August 2003
Stern Stewart 1999 - 2002
Deutsche Bank 1998 - 1999
J.P. Morgan 1995 - 1998
Skills
Financial Modeling, Valuation, Due Diligence, Investments, DCF, Equity Research, Strategy, Analysis, Equities, Hedge Funds, Equity Valuation, Bloomberg, Investor Relations, Emerging Markets, Investment Banking, Finance, Corporate Finance, Capital Markets, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy
Fundação Getulio Vargas 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Alliance Bernstein 2008 - 2012
Banc of America Securities 2004 - 2008
Sheffield Asset Management June 2003 - August 2003
Stern Stewart 1999 - 2002
Deutsche Bank 1998 - 1999
J.P. Morgan 1995 - 1998
Skills
Financial Modeling, Valuation, Due Diligence, Investments, DCF, Equity Research, Strategy, Analysis, Equities, Hedge Funds, Equity Valuation, Bloomberg, Investor Relations, Emerging Markets, Investment Banking, Finance, Corporate Finance, Capital Markets, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy
Fundação Getulio Vargas 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Nelish Patel Nelish Patel's Banc of America Securities Experience 2003 - 2005
Job President Sai Capital & Sai Hospitality Management
Industry Real Estate
Experience
Sai Hospitality Management January 2009 - Present
Starwood Capital Group 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Real Estate Economics, Valuation, Private Equity, Financial Modeling, Due Diligence, Asset Managment, Financial Structuring, Acquisitions, Investment Banking, Investments, Real Estate Development, Capital Markets, Asset Management, Corporate Finance, Mergers & Acquisitions, Structured Finance, Business Valuation, Financial Analysis, Real Estate, Commercial Real Estate, Real Estate Transactions, LBO, M, Real Estate Private..., Portfolio Management, Real Estate Financing
Education
Emory University 1998 — 2002
BBA, Finance & Accounting
Liberty County High School 1994 — 1998
Sai Hospitality Management January 2009 - Present
Starwood Capital Group 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Real Estate Economics, Valuation, Private Equity, Financial Modeling, Due Diligence, Asset Managment, Financial Structuring, Acquisitions, Investment Banking, Investments, Real Estate Development, Capital Markets, Asset Management, Corporate Finance, Mergers & Acquisitions, Structured Finance, Business Valuation, Financial Analysis, Real Estate, Commercial Real Estate, Real Estate Transactions, LBO, M, Real Estate Private..., Portfolio Management, Real Estate Financing
Education
Emory University 1998 — 2002
BBA, Finance & Accounting
Liberty County High School 1994 — 1998
Bob Pan Bob Pan's Banc of America Securities Experience 2005 - 2005
Job Vice President
Industry Investment Management
Experience
ABRY Partners August 2007 - Present
UBS Investment Bank August 2006 - August 2007
Banc of America Securities 2005 - 2005
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Strategy, Strategic Planning, Start-ups, Competitive Analysis, Management Consulting, Corporate Finance, Due Diligence, Mergers & Acquisitions, Corporate Development, Investments, LBO, Investment Banking, Hedge Funds, Equities, Financial Analysis, Capital Markets, Business Strategy, Bloomberg, Finance, Portfolio Management, Emerging Markets, Fixed Income, Entrepreneurship, Alternative Investments, Asset Management, Management, Business Development
Education
Duke University
Bachelor of Arts (BA), Economics
HKIS
HKIS
ABRY Partners August 2007 - Present
UBS Investment Bank August 2006 - August 2007
Banc of America Securities 2005 - 2005
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Strategy, Strategic Planning, Start-ups, Competitive Analysis, Management Consulting, Corporate Finance, Due Diligence, Mergers & Acquisitions, Corporate Development, Investments, LBO, Investment Banking, Hedge Funds, Equities, Financial Analysis, Capital Markets, Business Strategy, Bloomberg, Finance, Portfolio Management, Emerging Markets, Fixed Income, Entrepreneurship, Alternative Investments, Asset Management, Management, Business Development
Education
Duke University
Bachelor of Arts (BA), Economics
HKIS
HKIS
David Kauffman's Banc of America Securities Experience July 2000 - September 2002
Job President, David Kauffman Insurance Services
Industry Investment Management
Experience
One Less Putt 2009 - Present
David Kauffman Insurance Services February 2006 - Present
Astrum Investment Management-USA October 2011 - April 2012
Wells Fargo Private Client Services September 2002 - February 2006
Banc of America Securities July 2000 - September 2002
Skills
Investments, Private Equity, Valuation, Due Diligence, Alternative Investments, Investor Relations, Asset Allocation, Asset Management, Banking, Bonds, Business Valuation, Capital Markets, Corporate Development, Corporate Finance, Equities, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Structuring, Funding, Hedge Funds, IPO, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Private Placements, Real Estate, Real Estate Economics, Restructuring, Securities, Strategic Financial..., Venture Capital, Wealth Management, Fixed Income, Structured Finance, Series 7, Project Finance
Education
Edinboro University of Pennsylvania 1989 — 1993
BS/BA, Business Administration/Finance
North Allegheny High School 1987 — 1989
One Less Putt 2009 - Present
David Kauffman Insurance Services February 2006 - Present
Astrum Investment Management-USA October 2011 - April 2012
Wells Fargo Private Client Services September 2002 - February 2006
Banc of America Securities July 2000 - September 2002
Skills
Investments, Private Equity, Valuation, Due Diligence, Alternative Investments, Investor Relations, Asset Allocation, Asset Management, Banking, Bonds, Business Valuation, Capital Markets, Corporate Development, Corporate Finance, Equities, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Structuring, Funding, Hedge Funds, IPO, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Private Placements, Real Estate, Real Estate Economics, Restructuring, Securities, Strategic Financial..., Venture Capital, Wealth Management, Fixed Income, Structured Finance, Series 7, Project Finance
Education
Edinboro University of Pennsylvania 1989 — 1993
BS/BA, Business Administration/Finance
North Allegheny High School 1987 — 1989
Alden Wong Alden Wong's Banc of America Securities Experience June 1989 - October 1996
Job Vice President, Futures & Options at J.P. Morgan Securities LLC
Industry Investment Banking
Experience
JP Morgan September 2007 - Present
HSBC Securities August 2002 - September 2007
JP Morgan October 2001 - August 2002
UBS October 1996 - October 2001
GL Trade February 2001 - August 2001
Banc of America Securities June 1989 - October 1996
Skills
Equities, Prime Brokerage, Options, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Middle Office, Asset Management, Back Office, Banking, Bloomberg
Education
Elmhurst College 1985 — 1989
JP Morgan September 2007 - Present
HSBC Securities August 2002 - September 2007
JP Morgan October 2001 - August 2002
UBS October 1996 - October 2001
GL Trade February 2001 - August 2001
Banc of America Securities June 1989 - October 1996
Skills
Equities, Prime Brokerage, Options, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Middle Office, Asset Management, Back Office, Banking, Bloomberg
Education
Elmhurst College 1985 — 1989
Rich McConnell Rich McConnell's Banc of America Securities Experience June 2002 - July 2006
Job High Yield Sales at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBank April 2011 - Present
RBS Greenwich Capital July 2008 - April 2011
ABN AMRO Bank N.V. July 2006 - July 2008
Banc of America Securities June 2002 - July 2006
ABN AMRO October 2001 - June 2002
Société Générale September 2000 - October 2001
Prudential Securities 1999 - 2000
Securities Data Company 1998 - 1999
Skills
Fixed Income, High Yield, Bonds, Equities, Mutual Funds, Credit Derivatives, Credit, CDS, Series 63, Loans, Bloomberg, Capital Markets, Investment Banking, Trading, Structured Finance, Hedge Funds, Portfolio Management, Financial Markets, Investments, Securities, Derivatives
Education
New York University 1999 — 2002
Graduate Diploma, Credit & Finance
Franklin & Marshall College 1993 — 1997
B.A., Business Administration & Political Science
Københavns Universitet 1996 — 1996
Certificate, International Business
Ashland Highschool 1990 — 1993
KeyBank April 2011 - Present
RBS Greenwich Capital July 2008 - April 2011
ABN AMRO Bank N.V. July 2006 - July 2008
Banc of America Securities June 2002 - July 2006
ABN AMRO October 2001 - June 2002
Société Générale September 2000 - October 2001
Prudential Securities 1999 - 2000
Securities Data Company 1998 - 1999
Skills
Fixed Income, High Yield, Bonds, Equities, Mutual Funds, Credit Derivatives, Credit, CDS, Series 63, Loans, Bloomberg, Capital Markets, Investment Banking, Trading, Structured Finance, Hedge Funds, Portfolio Management, Financial Markets, Investments, Securities, Derivatives
Education
New York University 1999 — 2002
Graduate Diploma, Credit & Finance
Franklin & Marshall College 1993 — 1997
B.A., Business Administration & Political Science
Københavns Universitet 1996 — 1996
Certificate, International Business
Ashland Highschool 1990 — 1993
Will Duke Will Duke's Banc of America Securities Experience August 1993 - November 2001
Job Managing Director at CIT
Industry Financial Services
Experience
CIT November 2005 - Present
BNP Paribas February 2002 - November 2005
Banc of America Securities August 1993 - November 2001
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
United States Military Academy at West Point 1982 — 1986
CIT November 2005 - Present
BNP Paribas February 2002 - November 2005
Banc of America Securities August 1993 - November 2001
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
United States Military Academy at West Point 1982 — 1986
Nick Beare Nick Beare's Banc of America Securities Experience August 1989 - July 2002
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2005 - Present
Matrix Capital Markets Group 2002 - 2005
Banc of America Securities August 1989 - July 2002
Nationsbank Montgomery Securities September 1998 - 2000
George K. Baum & Company 1987 - 1989
Education
Washington University in St. Louis - Olin Business School 1983 — 1987
MBA
Washington University in St. Louis School of Law 1983 — 1987
JD
Duke University 1979 — 1983
AB, Economics and History
MICDS 1971 — 1979
Stephens Inc. 2005 - Present
Matrix Capital Markets Group 2002 - 2005
Banc of America Securities August 1989 - July 2002
Nationsbank Montgomery Securities September 1998 - 2000
George K. Baum & Company 1987 - 1989
Education
Washington University in St. Louis - Olin Business School 1983 — 1987
MBA
Washington University in St. Louis School of Law 1983 — 1987
JD
Duke University 1979 — 1983
AB, Economics and History
MICDS 1971 — 1979
Julian Gammon III, LL.M. Julian Gammon III, LL.M.'s Banc of America Securities Experience October 2000 - February 2005
Job Senior Consultant at Tata Consultancy Services
Industry Capital Markets
Experience
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Jeff Chinery, CFP(r) Jeff Chinery, CFP(r)'s Banc of America Securities Experience 1993 - 1996
Job Financial Advisor, Managing Director at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. June 1996 - Present
Banc of America Securities 1993 - 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Retirement, Estate Planning, Financial Advisory, Asset Management, Portfolio Management, Financial Planners
Education
East Tennessee State University 1990 — 1992
Business Administration, Finance: Banking and Investments
Ronald Blue & Co. June 1996 - Present
Banc of America Securities 1993 - 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Retirement, Estate Planning, Financial Advisory, Asset Management, Portfolio Management, Financial Planners
Education
East Tennessee State University 1990 — 1992
Business Administration, Finance: Banking and Investments
Eric Ende's Banc of America Securities Experience March 2000 - April 2002
Job Managing Member at BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC
Industry Financial Services
Experience
Silverback Capital, LLC April 2013 - Present
BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC September 2010 - Present
Ende BioMedical Consulting Group, Inc. April 2009 - Present
Silverback Group April 2008 - August 2014
Merrill Lynch April 2002 - April 2008
Banc of America Securities March 2000 - April 2002
Lehman Brothers August 1997 - March 2000
Skills
Equities, Venture Capital, Investments, Equity Research, Risk Management, Biotechnology, Investment Banking, Valuation, Hedge Funds, Financial Modeling, Capital Markets, Portfolio Management, Alternative Investments, Trading, Due Diligence, Investor Relations, Private Equity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance & Accounting
Icahn School of Medicine at Mount Sinai 1990 — 1994
MD, Surgery; Medicine
Emory University 1986 — 1990
BS, Biology, Psychology
Silverback Capital, LLC April 2013 - Present
BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC September 2010 - Present
Ende BioMedical Consulting Group, Inc. April 2009 - Present
Silverback Group April 2008 - August 2014
Merrill Lynch April 2002 - April 2008
Banc of America Securities March 2000 - April 2002
Lehman Brothers August 1997 - March 2000
Skills
Equities, Venture Capital, Investments, Equity Research, Risk Management, Biotechnology, Investment Banking, Valuation, Hedge Funds, Financial Modeling, Capital Markets, Portfolio Management, Alternative Investments, Trading, Due Diligence, Investor Relations, Private Equity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance & Accounting
Icahn School of Medicine at Mount Sinai 1990 — 1994
MD, Surgery; Medicine
Emory University 1986 — 1990
BS, Biology, Psychology
Ryan Gibbs, CFA Ryan Gibbs, CFA's Banc of America Securities Experience March 2006 - November 2006
Job Director, Product Management at Ipreo
Industry Financial Services
Experience
Ipreo July 2015 - Present
Bloomberg October 2011 - June 2015
Knight Capital Group October 2010 - August 2011
Societe Generale November 2006 - October 2010
Banc of America Securities March 2006 - November 2006
Skills
Statistical Data..., Bloomberg, Hedge Funds, Electronic Trading, Financial Markets, Trading, Equities, Derivatives, Capital Markets, Portfolio Management, Trading Systems, Financial Modeling, Asset Management, Valuation, Product Management, Product Development, Software Project..., Business Intelligence..., Data Science, SDLC, Management, FinTech, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Duke University 1998 — 2002
Bachelor of Science (BS), Economics
Ipreo July 2015 - Present
Bloomberg October 2011 - June 2015
Knight Capital Group October 2010 - August 2011
Societe Generale November 2006 - October 2010
Banc of America Securities March 2006 - November 2006
Skills
Statistical Data..., Bloomberg, Hedge Funds, Electronic Trading, Financial Markets, Trading, Equities, Derivatives, Capital Markets, Portfolio Management, Trading Systems, Financial Modeling, Asset Management, Valuation, Product Management, Product Development, Software Project..., Business Intelligence..., Data Science, SDLC, Management, FinTech, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Duke University 1998 — 2002
Bachelor of Science (BS), Economics
Evan Kereiakes's Banc of America Securities Experience 2007 - 2009
Job Financial Services
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2011 - Present
U.S. Department of the Treasury March 2012 - March 2013
The White House January 2010 - May 2010
University of Chicago Booth School of Business June 2009 - December 2009
Banc of America Securities 2007 - 2009
Skills
Financial Modeling, Data Analysis, Economics, Valuation, Fixed Income
Education
University of Chicago 2008 — 2011
Master of Business Administration
Duke University 2006 — 2007
Master of Engineering Management
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science in Mechanical Engineering
Federal Reserve Bank of New York July 2011 - Present
U.S. Department of the Treasury March 2012 - March 2013
The White House January 2010 - May 2010
University of Chicago Booth School of Business June 2009 - December 2009
Banc of America Securities 2007 - 2009
Skills
Financial Modeling, Data Analysis, Economics, Valuation, Fixed Income
Education
University of Chicago 2008 — 2011
Master of Business Administration
Duke University 2006 — 2007
Master of Engineering Management
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science in Mechanical Engineering
Jason LaBonte Jason LaBonte's Banc of America Securities Experience March 2004 - June 2006
Job Managing Director at Centennial Holding Company, LLC
Industry Financial Services
Experience
Centennial Holding Company, LLC 2013 - 2015
Bank of America Merrill Lynch January 2010 - 2013
Storm Networks, TheMarkets.Com, NSX, IPREO, ASN, Lincoln Road, Sterling Stamos 2007 - 2012
Bank of America July 2006 - December 2009
Banc of America Securities March 2004 - June 2006
Banc of America Securities August 2001 - March 2004
J.A. Jones Inc. June 1994 - July 1999
Skills
Private Equity, Strategy, Venture Capital, Investments, Investment Banking, Capital Markets, Leveraged Finance, Financial Services, Due Diligence, Financial Modeling, Corporate Development, Mergers & Acquisitions, Hedge Funds, Management, Investor Relations, Valuation, Strategic Planning
Education
Emory University - Goizueta Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Georgia Institute of Technology
Bachelor of Science Civil Engineering, Civil Engineering
Centennial Holding Company, LLC 2013 - 2015
Bank of America Merrill Lynch January 2010 - 2013
Storm Networks, TheMarkets.Com, NSX, IPREO, ASN, Lincoln Road, Sterling Stamos 2007 - 2012
Bank of America July 2006 - December 2009
Banc of America Securities March 2004 - June 2006
Banc of America Securities August 2001 - March 2004
J.A. Jones Inc. June 1994 - July 1999
Skills
Private Equity, Strategy, Venture Capital, Investments, Investment Banking, Capital Markets, Leveraged Finance, Financial Services, Due Diligence, Financial Modeling, Corporate Development, Mergers & Acquisitions, Hedge Funds, Management, Investor Relations, Valuation, Strategic Planning
Education
Emory University - Goizueta Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Georgia Institute of Technology
Bachelor of Science Civil Engineering, Civil Engineering
David Burman's Banc of America Securities Experience September 2004 - June 2008
Job Global Rates Trading
Industry Banking
Experience
HSBC Securities May 2011 - Present
HSBC Securities June 2010 - August 2010
Dinosaur Securities LLC April 2009 - August 2009
Banc of America Securities September 2004 - June 2008
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
University of Virginia 1999 — 2003
BA, Economics
HSBC Securities May 2011 - Present
HSBC Securities June 2010 - August 2010
Dinosaur Securities LLC April 2009 - August 2009
Banc of America Securities September 2004 - June 2008
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
University of Virginia 1999 — 2003
BA, Economics
Robert S. Fleischer Robert S. Fleischer's Banc of America Securities Experience April 2005 - June 2008
Job Managing Director at Willis Capital Markets and Advisory
Industry Financial Services
Experience
Willis May 2009 - Present
Bridgelane Capital LLC August 2008 - December 2009
Banc of America Securities April 2005 - June 2008
Credit Suisse Securities November 2000 - March 2005
Donaldson, Lufkin and Jenrette April 1978 - November 2000
PricewaterhouseCoopers August 1964 - January 1977
Skills
Investment Banking, Capital Markets, Financial Institutions, Investments, Private Equity, Valuation, Structured Finance, Insurance, Mergers & Acquisitions, Financial Services, Capital, Corporate Development, Auditing, Financial Risk, Hedge Funds, Due Diligence, Financial Modeling, Corporate Finance, Strategy, Equities, Portfolio Management, Financial Structuring, Alternative Investments, Venture Capital, Asset Management, M&A experience, Restructuring, Fixed Income, Finance
Education
Duke University
BA, Accounting
Duke University
AB
Willis May 2009 - Present
Bridgelane Capital LLC August 2008 - December 2009
Banc of America Securities April 2005 - June 2008
Credit Suisse Securities November 2000 - March 2005
Donaldson, Lufkin and Jenrette April 1978 - November 2000
PricewaterhouseCoopers August 1964 - January 1977
Skills
Investment Banking, Capital Markets, Financial Institutions, Investments, Private Equity, Valuation, Structured Finance, Insurance, Mergers & Acquisitions, Financial Services, Capital, Corporate Development, Auditing, Financial Risk, Hedge Funds, Due Diligence, Financial Modeling, Corporate Finance, Strategy, Equities, Portfolio Management, Financial Structuring, Alternative Investments, Venture Capital, Asset Management, M&A experience, Restructuring, Fixed Income, Finance
Education
Duke University
BA, Accounting
Duke University
AB
Daniel Shin's Banc of America Securities Experience 1999 - 2001
Job UBS
Industry Capital Markets
Experience
UBS Investment Bank September 2014 - Present
Mizuho Securities USA Inc. July 2011 - July 2014
J.P. Morgan 2002 - 2011
Stax Inc. 2002 - 2003
Comdisco Ventures 2002 - 2002
Banc of America Securities 1999 - 2001
Skills
Equities, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading, Valuation, Venture Capital
Education
Emory University 1995 — 1999
BA, Political Science
Holderness School 1991 — 1995
UBS Investment Bank September 2014 - Present
Mizuho Securities USA Inc. July 2011 - July 2014
J.P. Morgan 2002 - 2011
Stax Inc. 2002 - 2003
Comdisco Ventures 2002 - 2002
Banc of America Securities 1999 - 2001
Skills
Equities, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading, Valuation, Venture Capital
Education
Emory University 1995 — 1999
BA, Political Science
Holderness School 1991 — 1995
Michael Joyce, CFA's Banc of America Securities Experience July 2005 - June 2007
Job Vice President at American Real Estate Partners
Industry Commercial Real Estate
Experience
American Real Estate Partners February 2015 - Present
American Real Estate Partners August 2011 - January 2015
Allianz Real Estate June 2010 - August 2010
Aareal Bank Hotel Finance September 2007 - May 2009
Banc of America Securities July 2005 - June 2007
The Heights School July 2003 - June 2005
Skills
Real Estate, Asset Management, Investments, Financial Modeling, Real Estate Investment, Investment Banking, Cash Flow, Real Estate Finance, Valuation, Capital Markets, Financial Analysis, Asset Managment, Real Estate Economics
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Duke University 1999 — 2003
Bachelor of Arts, Classical Languages, Economics
The Roxbury Latin School 1992 — 1999
American Real Estate Partners February 2015 - Present
American Real Estate Partners August 2011 - January 2015
Allianz Real Estate June 2010 - August 2010
Aareal Bank Hotel Finance September 2007 - May 2009
Banc of America Securities July 2005 - June 2007
The Heights School July 2003 - June 2005
Skills
Real Estate, Asset Management, Investments, Financial Modeling, Real Estate Investment, Investment Banking, Cash Flow, Real Estate Finance, Valuation, Capital Markets, Financial Analysis, Asset Managment, Real Estate Economics
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Duke University 1999 — 2003
Bachelor of Arts, Classical Languages, Economics
The Roxbury Latin School 1992 — 1999
Sophie Carr, MBA Sophie Carr, MBA's Banc of America Securities Experience December 2005 - February 2008
Job Economic Sanctions Controls & Supervision Analyst, Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
TIAA-CREF November 2012 - October 2014
Bank of America June 2010 - November 2012
Bank of America February 2008 - January 2011
Banc of America Securities December 2005 - February 2008
Skills
AML, Financial Risk, OFAC, Due Diligence, Internal Audit, Risk Assessment, Investment Banking, Analysis, Visio, Data Analysis, Financial Institutions, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Finance, Auditing, Anti Money Laundering, Risk Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Finance
Fayetteville State University 1996 — 2000
Bachelor of Science, Business Administration/Banking & Finance
West Charlotte High 1992 — 1996
Bank of America January 2015 - Present
TIAA-CREF November 2012 - October 2014
Bank of America June 2010 - November 2012
Bank of America February 2008 - January 2011
Banc of America Securities December 2005 - February 2008
Skills
AML, Financial Risk, OFAC, Due Diligence, Internal Audit, Risk Assessment, Investment Banking, Analysis, Visio, Data Analysis, Financial Institutions, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Finance, Auditing, Anti Money Laundering, Risk Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Finance
Fayetteville State University 1996 — 2000
Bachelor of Science, Business Administration/Banking & Finance
West Charlotte High 1992 — 1996
Mo Ramani Mo Ramani's Banc of America Securities Experience January 2005 - January 2007
Job Executive Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation October 2013 - Present
Goldman Sachs October 2009 - September 2013
Bank of America Merrill Lynch January 2007 - October 2009
Banc of America Securities January 2005 - January 2007
Banc of America Securities July 2001 - January 2005
Salomon Smith Barney June 2000 - August 2000
PARIBAS July 1997 - August 1999
Bank of America June 1996 - July 1997
Skills
Portfolio Management, Investments, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Risk Management, Credit Analysis, Credit, Structured Finance, Asset Management, Financial Risk, Finance, Leadership, LBO, Banking, Restructuring, Fixed Income, Venture Capital, Investment Banking, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
M.B.A., Finance and Accounting
Florida State University 1991 — 1995
Bachelor of Science, Finance and Management
Christopher Columbus High School (Miami) 1987 — 1991
Regions Financial Corporation October 2013 - Present
Goldman Sachs October 2009 - September 2013
Bank of America Merrill Lynch January 2007 - October 2009
Banc of America Securities January 2005 - January 2007
Banc of America Securities July 2001 - January 2005
Salomon Smith Barney June 2000 - August 2000
PARIBAS July 1997 - August 1999
Bank of America June 1996 - July 1997
Skills
Portfolio Management, Investments, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Risk Management, Credit Analysis, Credit, Structured Finance, Asset Management, Financial Risk, Finance, Leadership, LBO, Banking, Restructuring, Fixed Income, Venture Capital, Investment Banking, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
M.B.A., Finance and Accounting
Florida State University 1991 — 1995
Bachelor of Science, Finance and Management
Christopher Columbus High School (Miami) 1987 — 1991
Heidi Zak Heidi Zak's Banc of America Securities Experience July 2000 - July 2002
Job CoFounder at ThirdLove
Industry Retail
Experience
ThirdLove June 2012 - Present
Google June 2010 - June 2012
Aeropostale July 2008 - April 2010
Aeropostale July 2007 - July 2008
Aeropostale May 2006 - August 2006
McKinsey & Co. October 2002 - July 2005
Banc of America Securities July 2000 - July 2002
Skills
Cross-functional Team..., Marketing Strategy, New Business Development, Competitive Analysis, Analytics, Market Research, Entrepreneurship, Financial Modeling, Business Strategy, Product Development, E-commerce, Start-ups, Retail, Strategic Planning, Product Marketing, Business Planning, Strategy, Marketing, Digital Marketing, Management, Online Advertising, Advertising, B2B, Strategic Partnerships, Business Intelligence, Team Building, Product Management, Analysis, User Experience, Market Analysis, Mobile Devices
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Entrepreneurship/Entrepreneurial Studies
Duke University 1996 — 2000
BA, Economics, Political Science
ThirdLove June 2012 - Present
Google June 2010 - June 2012
Aeropostale July 2008 - April 2010
Aeropostale July 2007 - July 2008
Aeropostale May 2006 - August 2006
McKinsey & Co. October 2002 - July 2005
Banc of America Securities July 2000 - July 2002
Skills
Cross-functional Team..., Marketing Strategy, New Business Development, Competitive Analysis, Analytics, Market Research, Entrepreneurship, Financial Modeling, Business Strategy, Product Development, E-commerce, Start-ups, Retail, Strategic Planning, Product Marketing, Business Planning, Strategy, Marketing, Digital Marketing, Management, Online Advertising, Advertising, B2B, Strategic Partnerships, Business Intelligence, Team Building, Product Management, Analysis, User Experience, Market Analysis, Mobile Devices
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Entrepreneurship/Entrepreneurial Studies
Duke University 1996 — 2000
BA, Economics, Political Science
richard zack richard zack's Banc of America Securities Experience 1998 - 2000
Job Chief Legal Officer & Chief Enterprise Risk Officer at Wainwright Investment Counsel, LLC
Industry Financial Services
Experience
WFS, LLC 2013 - Present
Wainwright Investment Counsel, LLC 2012 - Present
Alchemy Structured Investments 2010 - 2012
Prudential Bache Securities 2009 - 2010
National Bank of Canada 2005 - 2009
K&Z Partners 2000 - 2005
Banc of America Securities 1998 - 2000
Lehman Brothers 1995 - 1998
Mayer Brown 1994 - 1995
U.S. Securities and Exchange Commission September 1989 - 1994
Education
Georgetown University Law Center 1990 — 1992
Master of Laws (LLM), Tax Law/Taxation
Rutgers University School of Law - Camden 1986 — 1989
Doctor of Law (J.D.)
Emory University 1982 — 1986
Bachelor of Arts (B.A.), Economics
WFS, LLC 2013 - Present
Wainwright Investment Counsel, LLC 2012 - Present
Alchemy Structured Investments 2010 - 2012
Prudential Bache Securities 2009 - 2010
National Bank of Canada 2005 - 2009
K&Z Partners 2000 - 2005
Banc of America Securities 1998 - 2000
Lehman Brothers 1995 - 1998
Mayer Brown 1994 - 1995
U.S. Securities and Exchange Commission September 1989 - 1994
Education
Georgetown University Law Center 1990 — 1992
Master of Laws (LLM), Tax Law/Taxation
Rutgers University School of Law - Camden 1986 — 1989
Doctor of Law (J.D.)
Emory University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Ilya Voytov Ilya Voytov's Banc of America Securities Experience June 2005 - August 2005
Job Techrelated debt investments
Industry Investment Management
Experience
Vector Capital August 2007 - Present
JPMorgan July 2006 - July 2007
Banc of America Securities June 2005 - August 2005
Skills
Investments, Private Equity, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Equities, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Emerging Markets, Bloomberg, Securities, Leveraged Finance
Education
Duke University 2002 — 2006
BS, Economics, Computer Science
Vector Capital August 2007 - Present
JPMorgan July 2006 - July 2007
Banc of America Securities June 2005 - August 2005
Skills
Investments, Private Equity, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Equities, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Emerging Markets, Bloomberg, Securities, Leveraged Finance
Education
Duke University 2002 — 2006
BS, Economics, Computer Science
Gray Pendleton Gray Pendleton's Banc of America Securities Experience June 2007 - June 2008
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Pendleton Financial December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch August 2009 - May 2010
Bank of America July 2008 - July 2009
Banc of America Securities June 2007 - June 2008
ProEquities, Inc. May 2005 - August 2005
Skills
Employee Benefits, Retirement Planning, Health Insurance, Disability Insurance, Life Insurance, Self-funded Medical..., Pharmacy Benefit..., Cancer Insurance, 401k, 403 b, Key Person Insurance, Executive Compensation, Estate Planning, Strategic Financial..., Charitable Giving..., Long Term Care, Annuities, Universal Life, Term Life Insurance, Human Resources, Compliance, Employment Law, Wealth Management, Investments, Equities, Strategic Asset..., ETFs
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Investment Management
The American College 2011 — 2012
Life Underwriter Training Council Fellow
Hampden-Sydney College 2004 — 2007
BA, Economics & Commerce
Elon University 2003 — 2004
Cardinal Gibbons High School
Pendleton Financial December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch August 2009 - May 2010
Bank of America July 2008 - July 2009
Banc of America Securities June 2007 - June 2008
ProEquities, Inc. May 2005 - August 2005
Skills
Employee Benefits, Retirement Planning, Health Insurance, Disability Insurance, Life Insurance, Self-funded Medical..., Pharmacy Benefit..., Cancer Insurance, 401k, 403 b, Key Person Insurance, Executive Compensation, Estate Planning, Strategic Financial..., Charitable Giving..., Long Term Care, Annuities, Universal Life, Term Life Insurance, Human Resources, Compliance, Employment Law, Wealth Management, Investments, Equities, Strategic Asset..., ETFs
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Investment Management
The American College 2011 — 2012
Life Underwriter Training Council Fellow
Hampden-Sydney College 2004 — 2007
BA, Economics & Commerce
Elon University 2003 — 2004
Cardinal Gibbons High School
Dustin Pizzo Dustin Pizzo's Banc of America Securities Experience June 2003 - March 2009
Job Senior Analyst at Waterfront Capital Partners
Industry Investment Management
Experience
Waterfront Capital Partners March 2011 - Present
UBS May 2009 - March 2011
Banc of America Securities June 2003 - March 2009
Skills
REIT, Hedge Funds, Valuation, Equity Research, Real Estate, Market Analysis, Trading, Financial Markets, Securities, Equity Valuation, Equities, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Investment Management, Alternative Investments, Mutual Funds, Financial Statement..., Finance, Investment Strategies, Asset Management, Corporate Finance, DCF, Financial Analysis, Analysis, Economics, Equity Capital Markets, Investment Banking, Real Estate Economics
Education
Duke University 1999 — 2003
B.A., Economics
Greenwich High School
Waterfront Capital Partners March 2011 - Present
UBS May 2009 - March 2011
Banc of America Securities June 2003 - March 2009
Skills
REIT, Hedge Funds, Valuation, Equity Research, Real Estate, Market Analysis, Trading, Financial Markets, Securities, Equity Valuation, Equities, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Investment Management, Alternative Investments, Mutual Funds, Financial Statement..., Finance, Investment Strategies, Asset Management, Corporate Finance, DCF, Financial Analysis, Analysis, Economics, Equity Capital Markets, Investment Banking, Real Estate Economics
Education
Duke University 1999 — 2003
B.A., Economics
Greenwich High School
Brian Sigmond's Banc of America Securities Experience June 2003 - August 2008
Job Director, Business Development and Client Technical Services at Abacus Group LLC
Industry Information Technology and Services
Experience
Abacus Group LLC December 2009 - Present
Prime Brokerage, BNP Paribas August 2008 - December 2009
Banc of America Securities June 2003 - August 2008
Skills
Hedge Funds, Disaster Recovery, Equities, Asset Managment, Prime Brokerage, Portfolio Management, Trading, Bloomberg, Capital Markets, Alternative Investments, Risk Management, Securities
Education
Florida Atlantic University 1996 — 2000
BA, Computer Science / MIS
University of Florida
Abacus Group LLC December 2009 - Present
Prime Brokerage, BNP Paribas August 2008 - December 2009
Banc of America Securities June 2003 - August 2008
Skills
Hedge Funds, Disaster Recovery, Equities, Asset Managment, Prime Brokerage, Portfolio Management, Trading, Bloomberg, Capital Markets, Alternative Investments, Risk Management, Securities
Education
Florida Atlantic University 1996 — 2000
BA, Computer Science / MIS
University of Florida
Peter W. Washington's Banc of America Securities Experience 2002 - 2004
Job Vice President, CapX Partners
Industry Venture Capital & Private Equity
Experience
CapX Partners February 2012 - Present
CapX Partners March 2009 - February 2012
Comerica Securities June 2008 - August 2008
Northern Trust 2005 - 2007
Banc of America Securities 2002 - 2004
Skills
Private Equity, Strategy, Portfolio Management, Venture Capital, Leveraged Finance, Business Planning, Corporate Finance, Financial Modeling, Valuation
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Florida Agricultural and Mechanical University 1997 — 2002
Cleveland Heights High School
CapX Partners February 2012 - Present
CapX Partners March 2009 - February 2012
Comerica Securities June 2008 - August 2008
Northern Trust 2005 - 2007
Banc of America Securities 2002 - 2004
Skills
Private Equity, Strategy, Portfolio Management, Venture Capital, Leveraged Finance, Business Planning, Corporate Finance, Financial Modeling, Valuation
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Florida Agricultural and Mechanical University 1997 — 2002
Cleveland Heights High School
Adam Blackwood Adam Blackwood's Banc of America Securities Experience 2003 - 2005
Job SVP/Wealth Advisor at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Ryan Haskett Ph.D. CFA Ryan Haskett Ph.D. CFA's Banc of America Securities Experience January 2007 - November 2007
Job Consultant at Makena Capital
Industry Financial Services
Experience
Makena Capital Management, LLC June 2013 - Present
Hutchin Hill Capital February 2011 - June 2013
World Travel September 2009 - December 2010
Highbridge Capital Management December 2007 - August 2009
Banc of America Securities January 2007 - November 2007
Skills
Programming, Financial Modeling, Hedging, Credit Derivatives, Python, Java, Windows, Bloomberg, Microsoft SQL Server, Strategy Development, Managed Futures, Time Series Analysis, Numpy, Pandas, SQLAlchemy, C++, SQL Server, MySQL, Excel, VBA, Eclipse, Linux, R, Perl, Unix, Microsoft Excel, FX Options, Quantitative Finance, Trading, Strategy, Options
Education
Duke University 2000 — 2006
Ph.D. and M.S, Mathematics
Harvey Mudd College 1996 — 2000
Double B.S., Mathematics and Physics
Makena Capital Management, LLC June 2013 - Present
Hutchin Hill Capital February 2011 - June 2013
World Travel September 2009 - December 2010
Highbridge Capital Management December 2007 - August 2009
Banc of America Securities January 2007 - November 2007
Skills
Programming, Financial Modeling, Hedging, Credit Derivatives, Python, Java, Windows, Bloomberg, Microsoft SQL Server, Strategy Development, Managed Futures, Time Series Analysis, Numpy, Pandas, SQLAlchemy, C++, SQL Server, MySQL, Excel, VBA, Eclipse, Linux, R, Perl, Unix, Microsoft Excel, FX Options, Quantitative Finance, Trading, Strategy, Options
Education
Duke University 2000 — 2006
Ph.D. and M.S, Mathematics
Harvey Mudd College 1996 — 2000
Double B.S., Mathematics and Physics
Kimberly Diblasi Kimberly Diblasi's Banc of America Securities Experience March 2007 - May 2008
Job Chief Operations and Compliance Officer at The GenWealth Group
Industry Financial Services
Experience
The GenWealth Group May 2008 - Present
Banc of America Securities March 2007 - May 2008
Global Association of Risk Professionals, Inc. September 2002 - March 2007
Education
Fairleigh Dickinson University 1986 — 1988
The GenWealth Group May 2008 - Present
Banc of America Securities March 2007 - May 2008
Global Association of Risk Professionals, Inc. September 2002 - March 2007
Education
Fairleigh Dickinson University 1986 — 1988
Jay Hartington Jay Hartington's Banc of America Securities Experience 2001 - 2003
Job CoOwner at Rumba Time
Industry Retail
Experience
RumbaTime August 2009 - Present
Marissa Collections April 2007 - Present
Saks 5th Avenue 2004 - 2006
Banc of America Securities 2001 - 2003
Skills
Fashion, Advertising, Styling, E-commerce, Luxury Goods, Social Networking, Brand Development, Sales, Visual Merchandising, Public Relations, Wholesale, Trend Analysis, Fashion Design, Marketing Strategy, Jewelry, Apparel, Event Planning, Brand Management, Merchandising, Entrepreneurship, Creative Direction, Blogging, Facebook, Online Advertising, Trade Shows, Email Marketing, Graphic Design, Luxury, Digital Marketing, Social Media Marketing, Marketing, Marketing Communications, Footwear, Retail, Online Marketing
Education
Emory University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 1997 — 2001
BBA and BA, Business and Spanish
ESADE Business & Law School 1999 — 1999
BBA and BA, Business and Spanish
Naples High School
RumbaTime August 2009 - Present
Marissa Collections April 2007 - Present
Saks 5th Avenue 2004 - 2006
Banc of America Securities 2001 - 2003
Skills
Fashion, Advertising, Styling, E-commerce, Luxury Goods, Social Networking, Brand Development, Sales, Visual Merchandising, Public Relations, Wholesale, Trend Analysis, Fashion Design, Marketing Strategy, Jewelry, Apparel, Event Planning, Brand Management, Merchandising, Entrepreneurship, Creative Direction, Blogging, Facebook, Online Advertising, Trade Shows, Email Marketing, Graphic Design, Luxury, Digital Marketing, Social Media Marketing, Marketing, Marketing Communications, Footwear, Retail, Online Marketing
Education
Emory University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 1997 — 2001
BBA and BA, Business and Spanish
ESADE Business & Law School 1999 — 1999
BBA and BA, Business and Spanish
Naples High School
Hooper Stevens Hooper Stevens's Banc of America Securities Experience January 2004 - January 2005
Job
Industry Broadcast Media
Experience
Sirius XM Radio Inc. February 2011 - Present
Sirius XM Radio Inc. February 2008 - February 2011
Sirius Satellite Radio February 2005 - February 2008
Banc of America Securities January 2004 - January 2005
Suntrust Robinson Humphrey September 2000 - January 2004
Education
Emory University
Bachelor's degree
Sirius XM Radio Inc. February 2011 - Present
Sirius XM Radio Inc. February 2008 - February 2011
Sirius Satellite Radio February 2005 - February 2008
Banc of America Securities January 2004 - January 2005
Suntrust Robinson Humphrey September 2000 - January 2004
Education
Emory University
Bachelor's degree
Chekesha Kidd Chekesha Kidd's Banc of America Securities Experience July 2001 - February 2004
Job Vice President, Group Life and Voluntary Products at The Hartford
Industry Hospital & Health Care
Experience
The Hartford January 2015 - Present
K6 ADVISORY GROUP, LLC January 2013 - Present
MJHS December 2013 - Present
Bennett College May 2014 - Present
Cigna July 2014 - December 2014
Aetna November 2010 - January 2013
Aetna January 2010 - November 2010
Aetna December 2008 - January 2010
UBS Investment Bank February 2004 - November 2007
Banc of America Securities July 2001 - February 2004
Skills
Leadership, Mergers & Acquisitions, Healthcare, Program Management, Health Insurance, Insurance, Venture Capital, Process Improvement, Community Development, Investment Banking, Financial Services, Financial Modeling, Finance, Strategic Planning, Strategic Partnerships, Management, Strategy, Mergers, Policy, Nonprofits, Financial Analysis, Valuation, Business Strategy, Fundraising
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA/MHSA
Florida Agricultural and Mechanical University 1993 — 1998
B.S.
Leon High School
The Hartford January 2015 - Present
K6 ADVISORY GROUP, LLC January 2013 - Present
MJHS December 2013 - Present
Bennett College May 2014 - Present
Cigna July 2014 - December 2014
Aetna November 2010 - January 2013
Aetna January 2010 - November 2010
Aetna December 2008 - January 2010
UBS Investment Bank February 2004 - November 2007
Banc of America Securities July 2001 - February 2004
Skills
Leadership, Mergers & Acquisitions, Healthcare, Program Management, Health Insurance, Insurance, Venture Capital, Process Improvement, Community Development, Investment Banking, Financial Services, Financial Modeling, Finance, Strategic Planning, Strategic Partnerships, Management, Strategy, Mergers, Policy, Nonprofits, Financial Analysis, Valuation, Business Strategy, Fundraising
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA/MHSA
Florida Agricultural and Mechanical University 1993 — 1998
B.S.
Leon High School
Rishi Loona Rishi Loona's Banc of America Securities Experience September 2005 - November 2007
Job Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
Grant Thornton LLP September 2010 - June 2011
Banc of America Securities September 2005 - November 2007
Banc of America Securities July 2001 - September 2005
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, General
Duke University 1996 — 2001
Bachelor of Science (B.S.), Economics
Wells Fargo Bank June 2011 - Present
Grant Thornton LLP September 2010 - June 2011
Banc of America Securities September 2005 - November 2007
Banc of America Securities July 2001 - September 2005
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, General
Duke University 1996 — 2001
Bachelor of Science (B.S.), Economics
Wayne Fitzpatrick Wayne Fitzpatrick's Banc of America Securities Experience 1999 - 2001
Job Principal and CFO at Bulger Partners
Industry Management Consulting
Experience
Bulger Partners 2007 - Present
First Albany Capital 2005 - 2006
Needham & Company 2002 - 2005
Banc of America Securities 1999 - 2001
NationsBanc Montgomery Securities 1996 - 1999
JP Morgan & Company 1993 - 1994
IBM 1990 - 1993
Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Trinity College-Hartford 1984 — 1988
BA
Belmont Hill School 1980 — 1984
Bulger Partners 2007 - Present
First Albany Capital 2005 - 2006
Needham & Company 2002 - 2005
Banc of America Securities 1999 - 2001
NationsBanc Montgomery Securities 1996 - 1999
JP Morgan & Company 1993 - 1994
IBM 1990 - 1993
Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Trinity College-Hartford 1984 — 1988
BA
Belmont Hill School 1980 — 1984
Julian Ammons Julian Ammons's Banc of America Securities Experience 2004 - 2005
Job Experienced Application and System Engineer
Industry Information Technology and Services
Experience
Emory Healthcare June 2013 - Present
University of Phoenix February 2012 - Present
Georgia Regents University June 2010 - June 2013
Southeast Georgia Health System May 2007 - May 2010
Cerner Corporation 2005 - 2007
Banc of America Securities 2004 - 2005
Skills
Business Services, AIX Administration, Software Documentation, Cerner, Healthcare Information..., Visio, EMR, HIPAA, HL7, Troubleshooting, SharePoint, SQL, Oracle, Windows, Security, Process Improvement, Microsoft SQL Server, Healthcare, Integration, Visual Basic, CPOE, Cerner CCL, EHR
Education
Florida Institute of Technology 2007 — 2009
Masters of Science, Computer Information Systems
Refreshing Faith Bible College 2007 — 2009
Doctorate, Theology
Florida State University 2000 — 2003
Bachelor of Science, Information Technology
Florida Institute of Technology 2010 — 2011
MBA, Healthcare Business Administration
Emory Healthcare June 2013 - Present
University of Phoenix February 2012 - Present
Georgia Regents University June 2010 - June 2013
Southeast Georgia Health System May 2007 - May 2010
Cerner Corporation 2005 - 2007
Banc of America Securities 2004 - 2005
Skills
Business Services, AIX Administration, Software Documentation, Cerner, Healthcare Information..., Visio, EMR, HIPAA, HL7, Troubleshooting, SharePoint, SQL, Oracle, Windows, Security, Process Improvement, Microsoft SQL Server, Healthcare, Integration, Visual Basic, CPOE, Cerner CCL, EHR
Education
Florida Institute of Technology 2007 — 2009
Masters of Science, Computer Information Systems
Refreshing Faith Bible College 2007 — 2009
Doctorate, Theology
Florida State University 2000 — 2003
Bachelor of Science, Information Technology
Florida Institute of Technology 2010 — 2011
MBA, Healthcare Business Administration
Sherri Haymond's Banc of America Securities Experience April 2005 - October 2007
Job SVP & Group Head, Digital Channel Engagement at MasterCard
Industry Information Technology and Services
Experience
MasterCard March 2014 - Present
MasterCard March 2013 - February 2014
MasterCard January 2011 - February 2013
MasterCard July 2010 - December 2010
What's Your Twenty, Inc. January 2009 - July 2010
Breeden Capital Management LLC February 2008 - May 2009
Banc of America Securities April 2005 - October 2007
MortgageIT Holdings, Inc. August 2004 - April 2005
Skadden, Arps, Slate, Meagher & Flom LLP August 2000 - August 2004
Wolf, Block, Schorr & Solis-Cohen LLP August 1999 - July 2000
Education
University of Pennsylvania Law School 1996 — 1999
J.D.
Duke University 1992 — 1996
A.B.
MasterCard March 2014 - Present
MasterCard March 2013 - February 2014
MasterCard January 2011 - February 2013
MasterCard July 2010 - December 2010
What's Your Twenty, Inc. January 2009 - July 2010
Breeden Capital Management LLC February 2008 - May 2009
Banc of America Securities April 2005 - October 2007
MortgageIT Holdings, Inc. August 2004 - April 2005
Skadden, Arps, Slate, Meagher & Flom LLP August 2000 - August 2004
Wolf, Block, Schorr & Solis-Cohen LLP August 1999 - July 2000
Education
University of Pennsylvania Law School 1996 — 1999
J.D.
Duke University 1992 — 1996
A.B.
David Crick David Crick's Banc of America Securities Experience April 2007 - August 2008
Job Senior Risk Analyst at Federal Reserve Bank of New York
Industry Higher Education
Experience
Federal Reserve Bank of New York February 2014 - Present
Hunter College February 2009 - February 2014
Cambridge Quants August 2008 - February 2009
Banc of America Securities April 2007 - August 2008
Credit Suisse September 2001 - April 2007
Skills
C++, Boost C++, SQL, Visual Basic, C/C++ STL, Fixed Income, Equities, Credit, Portfolio Management, Financial Modeling, Strategy
Education
University of Oxford 2000 — 2001
MSc, Applied and Computational Mathematics
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1997 — 2000
Ingenieur, Computer Science and Applied Mathematics
Lycee Prive Ste Genevieve
Federal Reserve Bank of New York February 2014 - Present
Hunter College February 2009 - February 2014
Cambridge Quants August 2008 - February 2009
Banc of America Securities April 2007 - August 2008
Credit Suisse September 2001 - April 2007
Skills
C++, Boost C++, SQL, Visual Basic, C/C++ STL, Fixed Income, Equities, Credit, Portfolio Management, Financial Modeling, Strategy
Education
University of Oxford 2000 — 2001
MSc, Applied and Computational Mathematics
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1997 — 2000
Ingenieur, Computer Science and Applied Mathematics
Lycee Prive Ste Genevieve
Elvira Scotto, CFA's Banc of America Securities Experience January 2004 - April 2009
Job Managing Director, Equity Analyst MLPs and Energy Infrastructure at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets July 2011 - Present
Credit Suisse Securities (USA) LLC June 2009 - June 2011
Banc of America Securities January 2004 - April 2009
Needham & Company 2001 - 2003
Skills
Equity Research, Equities, Competitive Analysis, Valuation, Financial Modeling, Analysis, Alternative Investments, Capital Markets, Equity Valuation, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Asset Management, Investments, Corporate Finance, Bloomberg, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor's degree, Economics
RBC Capital Markets July 2011 - Present
Credit Suisse Securities (USA) LLC June 2009 - June 2011
Banc of America Securities January 2004 - April 2009
Needham & Company 2001 - 2003
Skills
Equity Research, Equities, Competitive Analysis, Valuation, Financial Modeling, Analysis, Alternative Investments, Capital Markets, Equity Valuation, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Asset Management, Investments, Corporate Finance, Bloomberg, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor's degree, Economics
Jed Kleckner's Banc of America Securities Experience 2004 - 2009
Job CEO at Delivery.com
Industry Internet
Experience
Delivery.com 2010 - Present
Cantor Ventures 2009 - Present
Banc of America Securities 2004 - 2009
Informative Inc. (acquired Crowdburst Corporation) 2000 - 2002
Netscape Communications 1996 - 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
ESSEC Paris
Northwestern University
Delivery.com 2010 - Present
Cantor Ventures 2009 - Present
Banc of America Securities 2004 - 2009
Informative Inc. (acquired Crowdburst Corporation) 2000 - 2002
Netscape Communications 1996 - 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
ESSEC Paris
Northwestern University
Lavina Poorswani's Banc of America Securities Experience July 2007 - September 2008
Job Senior Finance Manager at Microsoft
Industry Financial Services
Experience
Microsoft July 2011 - Present
Sapient October 2008 - June 2011
Riverhead Capital September 2008 - October 2009
Banc of America Securities July 2007 - September 2008
Cisco May 2006 - August 2006
i2 Technologies December 2001 - June 2005
eVECTOR INC April 1999 - December 2001
Cambridge Technology Partners April 1998 - April 1999
INTRAK SOFTWARE SYSTEMS April 1997 - March 1998
AT&T Switching Systems January 1997 - March 1997
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA, Business Administration
St. Joseph's College of Business Administration 2004 — 2005
Post Graduate Diploma, International Business
Hobart and William Smith Colleges 1992 — 1996
Bachelor of Science, Computer Science & Mathematics
University of Cape Town
MBA Exchange
Microsoft July 2011 - Present
Sapient October 2008 - June 2011
Riverhead Capital September 2008 - October 2009
Banc of America Securities July 2007 - September 2008
Cisco May 2006 - August 2006
i2 Technologies December 2001 - June 2005
eVECTOR INC April 1999 - December 2001
Cambridge Technology Partners April 1998 - April 1999
INTRAK SOFTWARE SYSTEMS April 1997 - March 1998
AT&T Switching Systems January 1997 - March 1997
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA, Business Administration
St. Joseph's College of Business Administration 2004 — 2005
Post Graduate Diploma, International Business
Hobart and William Smith Colleges 1992 — 1996
Bachelor of Science, Computer Science & Mathematics
University of Cape Town
MBA Exchange
Rana DiOrio's Banc of America Securities Experience May 2001 - October 2002
Job
Industry Media Production
Experience
Little Pickle Press, Inc. January 2009 - Present
North Point Advisors LLC August 2004 - January 2008
Banc of America Securities May 2001 - October 2002
Merrill Lynch August 1998 - May 2001
Alex. Brown & Sons March 1996 - August 1998
Wilson Sonsini Goodrich & Rosati June 1994 - March 1996
Pillsbury Madison & Sutro October 1991 - June 1994
Skills
Children's Books, Mergers, Publishing, Books, Entrepreneurship, Start-ups, Strategic Partnerships, Business Development, Digital Media, E-commerce, Content Strategy, Strategy, Brand Development, Leadership, Business Planning, Social Media, Mergers & Acquisitions, Blogging, Marketing, Social Media Marketing, Digital Strategy, Online Marketing, Management, Lead Generation, Online Advertising, Digital Marketing, New Media, Social Networking, Mobile Marketing, Content Development, Email Marketing, Web Analytics, SEO, PPC, Strategic Planning, Editing
Education
Vanderbilt University Law School 1988 — 1991
J.D.
Duke University 1984 — 1988
A.B., Political Science, Psychology
Scituate Jr. Sr. High School 1978 — 1984
Little Pickle Press, Inc. January 2009 - Present
North Point Advisors LLC August 2004 - January 2008
Banc of America Securities May 2001 - October 2002
Merrill Lynch August 1998 - May 2001
Alex. Brown & Sons March 1996 - August 1998
Wilson Sonsini Goodrich & Rosati June 1994 - March 1996
Pillsbury Madison & Sutro October 1991 - June 1994
Skills
Children's Books, Mergers, Publishing, Books, Entrepreneurship, Start-ups, Strategic Partnerships, Business Development, Digital Media, E-commerce, Content Strategy, Strategy, Brand Development, Leadership, Business Planning, Social Media, Mergers & Acquisitions, Blogging, Marketing, Social Media Marketing, Digital Strategy, Online Marketing, Management, Lead Generation, Online Advertising, Digital Marketing, New Media, Social Networking, Mobile Marketing, Content Development, Email Marketing, Web Analytics, SEO, PPC, Strategic Planning, Editing
Education
Vanderbilt University Law School 1988 — 1991
J.D.
Duke University 1984 — 1988
A.B., Political Science, Psychology
Scituate Jr. Sr. High School 1978 — 1984
Dietram Varadhachary's Banc of America Securities Experience July 2005 - January 2008
Job
Industry Capital Markets
Experience
Nomura Securities October 2013 - Present
Credit Suisse May 2008 - October 2013
Banc of America Securities July 2005 - January 2008
Schottenfeld Associates 1999 - 2002
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, International Finance
Franklin & Marshall College 1995 — 1999
BA, Economics
Nomura Securities October 2013 - Present
Credit Suisse May 2008 - October 2013
Banc of America Securities July 2005 - January 2008
Schottenfeld Associates 1999 - 2002
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, International Finance
Franklin & Marshall College 1995 — 1999
BA, Economics
Migum Gweon's Banc of America Securities Experience August 2004 - February 2006
Job Director of Clinical Training at Fuller Theological Seminary
Industry Mental Health Care
Experience
Fuller Theological Seminary September 2014 - Present
Migum Gweon LMFT March 2014 - Present
Asian Pacific Counseling & Treatment Centers June 2012 - September 2014
Asian Pacific Counseling & Treatment Centers June 2010 - June 2012
Foothill Family Service May 2009 - June 2010
Lehman Brothers February 2006 - December 2007
Banc of America Securities August 2004 - February 2006
Banc of America Securities January 2003 - August 2004
Wachovia, A Wells Fargo Company December 2001 - August 2002
First Union Securities December 1998 - November 2001
Skills
Family Therapy, Psychology, Psychotherapy, Adolescents, Crisis Intervention, Group Therapy, Self-esteem, Mental Health Counseling, Play Therapy, Counseling Psychology, Life Transitions, Therapists
Education
Fuller Theological Seminary 2008 — 2010
MS
Oberlin College 1991 — 1995
BM
Fuller Theological Seminary September 2014 - Present
Migum Gweon LMFT March 2014 - Present
Asian Pacific Counseling & Treatment Centers June 2012 - September 2014
Asian Pacific Counseling & Treatment Centers June 2010 - June 2012
Foothill Family Service May 2009 - June 2010
Lehman Brothers February 2006 - December 2007
Banc of America Securities August 2004 - February 2006
Banc of America Securities January 2003 - August 2004
Wachovia, A Wells Fargo Company December 2001 - August 2002
First Union Securities December 1998 - November 2001
Skills
Family Therapy, Psychology, Psychotherapy, Adolescents, Crisis Intervention, Group Therapy, Self-esteem, Mental Health Counseling, Play Therapy, Counseling Psychology, Life Transitions, Therapists
Education
Fuller Theological Seminary 2008 — 2010
MS
Oberlin College 1991 — 1995
BM
Cindi Thaw's Banc of America Securities Experience February 2002 - September 2005
Job Human Resources Business Partner at Memorial SloanKettering Cancer Center
Industry Financial Services
Experience
Memorial Sloan-Kettering Cancer Center October 2011 - Present
Morgan Stanley January 2008 - September 2011
Morgan Stanley October 2005 - January 2008
Banc of America Securities February 2002 - September 2005
Skills
Employee Relations, Program Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Succession Planning, Talent Management, Personnel Management, Organizational..., Employee Engagement, Management, HRIS
Education
Florida State University 1994 — 1998
Memorial Sloan-Kettering Cancer Center October 2011 - Present
Morgan Stanley January 2008 - September 2011
Morgan Stanley October 2005 - January 2008
Banc of America Securities February 2002 - September 2005
Skills
Employee Relations, Program Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Succession Planning, Talent Management, Personnel Management, Organizational..., Employee Engagement, Management, HRIS
Education
Florida State University 1994 — 1998
Ana Zacapa's Banc of America Securities Experience October 2005 - January 2008
Job Director, California Office at Ceres, Inc.
Industry Nonprofit Organization Management
Experience
Ceres, Inc. July 2013 - Present
Skoll Foundation July 2008 - February 2013
Banc of America Securities October 2005 - January 2008
Bear Stearns July 1998 - April 2003
Skills
Investments, Equities, Emerging Markets, Philanthropy, Venture Capital, Moms, Portfolio Management, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Grants, Nonprofits, Social Entrepreneurship, International..., Strategy, Entrepreneurship, Corporate Social..., Finance
Education
London School of Economics and Political Science 2003 — 2004
Masters, Development Studies
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Ceres, Inc. July 2013 - Present
Skoll Foundation July 2008 - February 2013
Banc of America Securities October 2005 - January 2008
Bear Stearns July 1998 - April 2003
Skills
Investments, Equities, Emerging Markets, Philanthropy, Venture Capital, Moms, Portfolio Management, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Grants, Nonprofits, Social Entrepreneurship, International..., Strategy, Entrepreneurship, Corporate Social..., Finance
Education
London School of Economics and Political Science 2003 — 2004
Masters, Development Studies
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Justin Kleeberg's Banc of America Securities Experience June 2008 - August 2008
Job Executive Director Consumer, Retail & Healthcare at Santander Bank, N.A.
Industry Investment Banking
Experience
Santander Bank, N.A. March 2014 - Present
Bank of America Merrill Lynch 2009 - March 2014
Banc of America Securities June 2008 - August 2008
Flock Advisors February 2007 - January 2008
Skills
Financial Modeling, Valuation, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Due Diligence, Hedge Funds, Alternative Investments, Fixed Income, Securities
Education
Emory University - Goizueta Business School 2006 — 2009
Finance
Emory University School of Law 2005 — 2009
JD/MBA, Transactional Law
University of Michigan 2001 — 2005
BA, Political Science
Santander Bank, N.A. March 2014 - Present
Bank of America Merrill Lynch 2009 - March 2014
Banc of America Securities June 2008 - August 2008
Flock Advisors February 2007 - January 2008
Skills
Financial Modeling, Valuation, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Due Diligence, Hedge Funds, Alternative Investments, Fixed Income, Securities
Education
Emory University - Goizueta Business School 2006 — 2009
Finance
Emory University School of Law 2005 — 2009
JD/MBA, Transactional Law
University of Michigan 2001 — 2005
BA, Political Science
Kamesh Gottumukkala's Banc of America Securities Experience 1999 - 2004
Job SVP Sr. Tech. Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2004 - Present
Banc of America Securities 1999 - 2004
Montgomery Securities 1997 - 1999
Skills
Java Enterprise Edition, WebCenter, Web Services, Mule ESB, DocuSign, eSignature, Data Warehousing, Oracle Knowledge..., Siebel 7.x, Genesys Framework, Genesys Routing, Genesys Voice Portal, NICE Call Recording, Call Center Architecture, Call Center Development, Genesys Reporting, .NET, Inova, Project Management, Six Sigma, Agile Methodologies, Enterprise Architecture, Enterprise Content...
Education
Eastern Michigan University 1994 — 1996
MSIS, Computer Information Systems
Institute of Cost and Work Accountants of India 1990 — 1993
Osmania University 1988 — 1991
Osmania University 1987 — 1991
Bank of America August 2004 - Present
Banc of America Securities 1999 - 2004
Montgomery Securities 1997 - 1999
Skills
Java Enterprise Edition, WebCenter, Web Services, Mule ESB, DocuSign, eSignature, Data Warehousing, Oracle Knowledge..., Siebel 7.x, Genesys Framework, Genesys Routing, Genesys Voice Portal, NICE Call Recording, Call Center Architecture, Call Center Development, Genesys Reporting, .NET, Inova, Project Management, Six Sigma, Agile Methodologies, Enterprise Architecture, Enterprise Content...
Education
Eastern Michigan University 1994 — 1996
MSIS, Computer Information Systems
Institute of Cost and Work Accountants of India 1990 — 1993
Osmania University 1988 — 1991
Osmania University 1987 — 1991
Gina Santiago's Banc of America Securities Experience November 2008 - September 2009
Job Global Inventory Manager at Tyco
Industry Financial Services
Experience
Tyco Security Products November 2014 - Present
SimplexGrinnell November 2009 - November 2014
Banc of America Securities November 2008 - September 2009
Bank of America November 2006 - November 2008
Bank of America July 2005 - August 2006
Bank of America June 2004 - July 2005
GE Healthcare August 2003 - May 2004
US Securities and Exchange Commission May 2003 - August 2003
Education
Florida International University 2003 — 2004
Masters of International Business
University of Central Florida 2000 — 2002
B.S, Finance
Tyco Security Products November 2014 - Present
SimplexGrinnell November 2009 - November 2014
Banc of America Securities November 2008 - September 2009
Bank of America November 2006 - November 2008
Bank of America July 2005 - August 2006
Bank of America June 2004 - July 2005
GE Healthcare August 2003 - May 2004
US Securities and Exchange Commission May 2003 - August 2003
Education
Florida International University 2003 — 2004
Masters of International Business
University of Central Florida 2000 — 2002
B.S, Finance
Jonathan Dariyanani's Banc of America Securities Experience 1990 - 1991
Job President and Founder of Cognotion, Inc./EdTech EntrepreneurJonathan Dariyanani
Industry E-Learning
Experience
Cognotion, Inc. January 2013 - Present
Zoma Ventures, LLC October 2004 - December 2012
LeapFrog 2003 - 2004
Wilson Sonsini Goodrich & Rosati August 1997 - February 1999
Banc of America Securities 1990 - 1991
Education
Duke University School of Law 1995 — 1997
Doctor of Law (J.D.), International Business
University of California, Berkeley 1988 — 1992
BA, Legal Studies
Cognotion, Inc. January 2013 - Present
Zoma Ventures, LLC October 2004 - December 2012
LeapFrog 2003 - 2004
Wilson Sonsini Goodrich & Rosati August 1997 - February 1999
Banc of America Securities 1990 - 1991
Education
Duke University School of Law 1995 — 1997
Doctor of Law (J.D.), International Business
University of California, Berkeley 1988 — 1992
BA, Legal Studies
Jua Mitchell's Banc of America Securities Experience July 2006 - April 2009
Job CFO at Internet Retail Co.
Industry Financial Services
Experience
RSVP Gallery October 2011 - Present
Northern Trust Securities March 2011 - October 2011
American Schoolhouse Consortium March 2009 - March 2011
Banc of America Securities July 2006 - April 2009
Duff & Phelps June 2005 - August 2005
Skills
Corporate Finance, Financial Modeling, Telecommunications, Mergers & Acquisitions, Investments, Finance
Education
University of the Witwatersrand 2006 — 2006
Exchange Student
The University of Chicago Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Florida Agricultural and Mechanical University
Bachelor's degree, Accounting
RSVP Gallery October 2011 - Present
Northern Trust Securities March 2011 - October 2011
American Schoolhouse Consortium March 2009 - March 2011
Banc of America Securities July 2006 - April 2009
Duff & Phelps June 2005 - August 2005
Skills
Corporate Finance, Financial Modeling, Telecommunications, Mergers & Acquisitions, Investments, Finance
Education
University of the Witwatersrand 2006 — 2006
Exchange Student
The University of Chicago Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Florida Agricultural and Mechanical University
Bachelor's degree, Accounting
Rich Lin's Banc of America Securities Experience May 2005 - January 2008
Job CFO at Yellowhammer Media
Industry Financial Services
Experience
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Keith Maldin's Banc of America Securities Experience July 2000 - June 2003
Job VP, Corporate Planning and Development at Sage Group North America
Industry Computer Software
Experience
Sage Group North America July 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Bank of America Merrill Lynch September 2007 - December 2011
ORIX Finance - Leveraged Finance January 2007 - August 2007
Prometheus Partners August 2003 - December 2006
Banc of America Securities July 2000 - June 2003
Skills
Private Equity, Valuation, Financial Modeling, LBO, Investment Banking, Due Diligence, Mergers & Acquisitions, Mergers, Capital Markets, Leveraged Finance, Corporate Finance, Hedge Funds, Capital Raising, M&A experience, Equities, Financial Structuring, Equity Research, Corporate Development, Strategic Planning, SaaS, Financial Analysis, Finance, Venture Capital
Education
Emory University 1995 — 1999
BBA, Finance
Sage Group North America July 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Bank of America Merrill Lynch September 2007 - December 2011
ORIX Finance - Leveraged Finance January 2007 - August 2007
Prometheus Partners August 2003 - December 2006
Banc of America Securities July 2000 - June 2003
Skills
Private Equity, Valuation, Financial Modeling, LBO, Investment Banking, Due Diligence, Mergers & Acquisitions, Mergers, Capital Markets, Leveraged Finance, Corporate Finance, Hedge Funds, Capital Raising, M&A experience, Equities, Financial Structuring, Equity Research, Corporate Development, Strategic Planning, SaaS, Financial Analysis, Finance, Venture Capital
Education
Emory University 1995 — 1999
BBA, Finance
Anurag Kabra's Banc of America Securities Experience June 2007 - October 2008
Job BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas March 2015 - Present
BNP Paribas June 2013 - February 2015
UBS Investment Bank August 2011 - June 2013
BNP Paribas October 2008 - August 2011
Bank Of America Securities June 2007 - October 2008
Banc of America Securities June 2007 - October 2008
Bank of America June 2007 - September 2008
Aftek India Ltd. 2004 - 2005
Aftek 2004 - 2005
Aftek Infosys Ltd 2004 - 2005
Skills
Java, C++, C#, Perl, Unix, IntelliJ IDEA, Eclipse, Sybase, Oracle SQL, Spring, Java Enterprise Edition, Agile Methodologies, Hibernate, SDLC, SOA, Linux, Spring Framework, Requirements Analysis
Education
Illinois Institute of Technology 2006 — 2007
MS, Computer Science
University of Pune 2001 — 2003
Masters, Computer Science
Fergusson College 1998 — 2001
BCS, Computer Science
University of Pune 1998 — 2001
BCS, Computer Science
St. Xaviers
BNP Paribas March 2015 - Present
BNP Paribas June 2013 - February 2015
UBS Investment Bank August 2011 - June 2013
BNP Paribas October 2008 - August 2011
Bank Of America Securities June 2007 - October 2008
Banc of America Securities June 2007 - October 2008
Bank of America June 2007 - September 2008
Aftek India Ltd. 2004 - 2005
Aftek 2004 - 2005
Aftek Infosys Ltd 2004 - 2005
Skills
Java, C++, C#, Perl, Unix, IntelliJ IDEA, Eclipse, Sybase, Oracle SQL, Spring, Java Enterprise Edition, Agile Methodologies, Hibernate, SDLC, SOA, Linux, Spring Framework, Requirements Analysis
Education
Illinois Institute of Technology 2006 — 2007
MS, Computer Science
University of Pune 2001 — 2003
Masters, Computer Science
Fergusson College 1998 — 2001
BCS, Computer Science
University of Pune 1998 — 2001
BCS, Computer Science
St. Xaviers
Matt Kulekofsky's Banc of America Securities Experience June 2003 - January 2009
Job Executive Director Global Structured Products at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
April Scee's Banc of America Securities Experience 2000 - 2008
Job Managing Director, Consumer Analyst at Sterne Agee CRT
Industry Financial Services
Experience
Sterne Agee CRT June 2015 - Present
BTIG, LLC September 2013 - June 2015
LL Capital Asset Management 2013 - 2013
Weiss Multi-Strategy Associates 2008 - 2012
Banc of America Securities 2000 - 2008
Lehman Brothers 1999 - 1999
Columbia Capital Corporation 1995 - 1998
Skills
Equities, Due Diligence, Capital Markets, Financial Modeling, Investment Banking, Valuation, Bloomberg, Portfolio Management, Hedge Funds, Investments, Asset Management, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Bonds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Virginia 1995 — 1998
Creative Writing
Duke University 1991 — 1995
B.A., English
Quince Orchard HS
Sterne Agee CRT June 2015 - Present
BTIG, LLC September 2013 - June 2015
LL Capital Asset Management 2013 - 2013
Weiss Multi-Strategy Associates 2008 - 2012
Banc of America Securities 2000 - 2008
Lehman Brothers 1999 - 1999
Columbia Capital Corporation 1995 - 1998
Skills
Equities, Due Diligence, Capital Markets, Financial Modeling, Investment Banking, Valuation, Bloomberg, Portfolio Management, Hedge Funds, Investments, Asset Management, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Bonds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Virginia 1995 — 1998
Creative Writing
Duke University 1991 — 1995
B.A., English
Quince Orchard HS
Shilpa Chepuru's Banc of America Securities Experience December 2001 - August 2002
Job Strategic Market Initiatives
Industry Investment Banking
Experience
JPMorgan Chase & Co. 2014 - Present
Barclays Capital March 2007 - December 2014
B of A July 2004 - March 2007
Accenture 2002 - 2004
Banc of America Securities December 2001 - August 2002
Skills
Business Strategy, Strategic Planning, Client Development, Commodities, Management Consulting, Business Process..., Regulatory Projects, Resource Management, Revenue Management, Executive Reporting, MIS Reporting, Regulatory Requirements, Cost Management, Project Management, Human Capital, Planning, Change Management, Risk, Compliance, Strategic Consulting, Derivatives, Investment Banking, Management, Capital Markets, Trading, Financial Services, Business Planning, Project Planning, Financial Risk, Commodity
Education
Emory University 1997 — 2001
Bachelor of Business Administration (BBA)
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (BBA)
JPMorgan Chase & Co. 2014 - Present
Barclays Capital March 2007 - December 2014
B of A July 2004 - March 2007
Accenture 2002 - 2004
Banc of America Securities December 2001 - August 2002
Skills
Business Strategy, Strategic Planning, Client Development, Commodities, Management Consulting, Business Process..., Regulatory Projects, Resource Management, Revenue Management, Executive Reporting, MIS Reporting, Regulatory Requirements, Cost Management, Project Management, Human Capital, Planning, Change Management, Risk, Compliance, Strategic Consulting, Derivatives, Investment Banking, Management, Capital Markets, Trading, Financial Services, Business Planning, Project Planning, Financial Risk, Commodity
Education
Emory University 1997 — 2001
Bachelor of Business Administration (BBA)
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (BBA)
Rahul Mukherjee's Banc of America Securities Experience June 2005 - September 2008
Job VP Agency CMO Derivatives Trader at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo May 2011 - Present
Wells Fargo June 2010 - April 2011
Bank of America October 2008 - June 2010
Banc of America Securities June 2005 - September 2008
Skills
MBS, Bloomberg, Derivatives, Structured Products, Trading, Risk Management, Quantitative Analytics, Financial Structuring
Education
Duke University 2001 — 2005
B.S., Double Major: Economics and Computer Science
Wells Fargo May 2011 - Present
Wells Fargo June 2010 - April 2011
Bank of America October 2008 - June 2010
Banc of America Securities June 2005 - September 2008
Skills
MBS, Bloomberg, Derivatives, Structured Products, Trading, Risk Management, Quantitative Analytics, Financial Structuring
Education
Duke University 2001 — 2005
B.S., Double Major: Economics and Computer Science
Mika Tanimoto's Banc of America Securities Experience June 2006 - August 2007
Job General Manager at Eureka! Restaurant Group
Industry Food & Beverages
Experience
Maradentro April 2015 - Present
Eureka! Restaurant Group May 2014 - August 2014
Eureka! Restaurant Group January 2014 - May 2014
Eureka! Restaurant Group May 2013 - January 2014
Hillstone Restaurant Group June 2011 - May 2013
IL Mulino New York January 2011 - May 2011
GrowthPoint Technology Partners November 2007 - September 2009
Banc of America Securities June 2006 - August 2007
UBS Wealth Management June 2005 - August 2005
Skills
Financial Modeling, Business Strategy, Strategy, Due Diligence, Financial Analysis, Strategic Planning, Microsoft Excel, Business Development, Investments, Microsoft Office, Mergers & Acquisitions, Wine, Craft Beer, Restaurant Management, New Restaurant Openings, Social Media, Wine & Spirits Industry, Wine Pairing, Culinary Management, Culinary Skills, Food, Management, Food, Food & Beverage
Education
Duke University 2002 — 2006
BSE
ISTP
Maradentro April 2015 - Present
Eureka! Restaurant Group May 2014 - August 2014
Eureka! Restaurant Group January 2014 - May 2014
Eureka! Restaurant Group May 2013 - January 2014
Hillstone Restaurant Group June 2011 - May 2013
IL Mulino New York January 2011 - May 2011
GrowthPoint Technology Partners November 2007 - September 2009
Banc of America Securities June 2006 - August 2007
UBS Wealth Management June 2005 - August 2005
Skills
Financial Modeling, Business Strategy, Strategy, Due Diligence, Financial Analysis, Strategic Planning, Microsoft Excel, Business Development, Investments, Microsoft Office, Mergers & Acquisitions, Wine, Craft Beer, Restaurant Management, New Restaurant Openings, Social Media, Wine & Spirits Industry, Wine Pairing, Culinary Management, Culinary Skills, Food, Management, Food, Food & Beverage
Education
Duke University 2002 — 2006
BSE
ISTP
BJ Green's Banc of America Securities Experience 2001 - 2006
Job SunTrust Robinson Humphrey, Inc.
Industry Banking
Experience
SunTrust April 2007 - Present
Suntrust Robinson Humphrey 2007 - 2008
Bank of America Securities 2002 - 2007
Banc of America Securities 2001 - 2006
Bank of America 2001 - 2006
Wachovia 1992 - 1997
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
SunTrust April 2007 - Present
Suntrust Robinson Humphrey 2007 - 2008
Bank of America Securities 2002 - 2007
Banc of America Securities 2001 - 2006
Bank of America 2001 - 2006
Wachovia 1992 - 1997
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
Amy V. Forrestal's Banc of America Securities Experience 1987 - 2001
Job Managing Director at Brookwood Associates, LLC
Industry Investment Banking
Experience
Brookwood Associates, LLC February 2002 - Present
NationsBanc Montgomery Securities 1998 - 2001
Banc of America Securities 1987 - 2001
Skills
Mergers, Financial Modeling, Corporate Finance, Restructuring, Private Equity, Capital Raising, Corporate Development, Equities, Divestitures, Business Valuation, Mergers & Acquisitions, LBO, Valuation, Investment Banking, Leveraged Finance, Venture Capital, Private Placements, Asset Management, IPO, M&A experience, Capital Markets, Structured Finance, Portfolio Management, Finance
Education
Duke University 1985 — 1987
BA, Math and Economics
Vanderbilt University 1983 — 1985
Riverwood High School 1978 — 1983
Brookwood Associates, LLC February 2002 - Present
NationsBanc Montgomery Securities 1998 - 2001
Banc of America Securities 1987 - 2001
Skills
Mergers, Financial Modeling, Corporate Finance, Restructuring, Private Equity, Capital Raising, Corporate Development, Equities, Divestitures, Business Valuation, Mergers & Acquisitions, LBO, Valuation, Investment Banking, Leveraged Finance, Venture Capital, Private Placements, Asset Management, IPO, M&A experience, Capital Markets, Structured Finance, Portfolio Management, Finance
Education
Duke University 1985 — 1987
BA, Math and Economics
Vanderbilt University 1983 — 1985
Riverwood High School 1978 — 1983
Erin Rice's Banc of America Securities Experience May 2005 - March 2008
Job Director, PeopleAnimal Connection (PAC) Program at UCLA Health
Industry Financial Services
Experience
UCLA Health System 2012 - Present
Instinet Corporation April 2008 - 2012
Banc of America Securities May 2005 - March 2008
Credit Suisse November 1999 - May 2005
Education
East Carolina University 1993 — 1998
UCLA Health System 2012 - Present
Instinet Corporation April 2008 - 2012
Banc of America Securities May 2005 - March 2008
Credit Suisse November 1999 - May 2005
Education
East Carolina University 1993 — 1998
Jaime Morris's Banc of America Securities Experience March 2004 - May 2006
Job Equity Research Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC May 2014 - Present
UBS Investment Bank July 2010 - April 2014
Wells Fargo Securities May 2006 - June 2010
Banc of America Securities March 2004 - May 2006
UBS Investment Bank October 2001 - March 2004
Arthur Andersen September 1998 - October 2001
Education
Emory University 1994 — 1998
BBA, Business; Accounting
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
Jefferies LLC May 2014 - Present
UBS Investment Bank July 2010 - April 2014
Wells Fargo Securities May 2006 - June 2010
Banc of America Securities March 2004 - May 2006
UBS Investment Bank October 2001 - March 2004
Arthur Andersen September 1998 - October 2001
Education
Emory University 1994 — 1998
BBA, Business; Accounting
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
David Kohn's Banc of America Securities Experience 2004 - 2009
Job Corporate Finance Expert at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company June 2011 - Present
McKinsey & Company 2010 - June 2012
Banc of America Securities 2004 - 2009
Bernstein Investment Research and Management 1998 - 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Emory University - Goizueta Business School 1994 — 1998
BBA, Finance
McKinsey & Company June 2011 - Present
McKinsey & Company 2010 - June 2012
Banc of America Securities 2004 - 2009
Bernstein Investment Research and Management 1998 - 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Emory University - Goizueta Business School 1994 — 1998
BBA, Finance
Caroline M. Boyce's Banc of America Securities Experience January 2004 - September 2008
Job Marketing Director at The Philadelphia CFO Leadership Council/Senior Account Executive at Onboardia, Inc.
Industry Marketing and Advertising
Experience
The CFO Leadership Council June 2014 - Present
Onboardia, Inc. January 2014 - Present
G4S International April 2013 - January 2014
Natixis January 2012 - January 2013
United Way of Southeastern Pennsylvania October 2011 - December 2011
Archdiocese of New York January 2011 - August 2011
BNP Paribas October 2008 - August 2009
Banc of America Securities January 2004 - September 2008
Banc of America Securities January 1999 - February 2004
Montgomery Securities 1998 - 1999
Skills
Event Planning, Team Building, Strategic Planning, Equities, Change Management, Property Management, Construction Management, Human Resources, Marketing, Fundraising, Facilities Management, Corporate Real Estate, Logistics Management, Project Management, Logistics Consulting, Leadership, Social Media, Event Management, Project Planning, Prime Brokerage, Nonprofits, Management, Sales, Consulting, Marketing Strategy, CRM, Strategy, Training
Education
Fordham University 1995 — 1998
Master of Science, Adult Education/Human Resource Development
Stony Brook University 1988 — 1991
Bachelor of Arts, History
The CFO Leadership Council June 2014 - Present
Onboardia, Inc. January 2014 - Present
G4S International April 2013 - January 2014
Natixis January 2012 - January 2013
United Way of Southeastern Pennsylvania October 2011 - December 2011
Archdiocese of New York January 2011 - August 2011
BNP Paribas October 2008 - August 2009
Banc of America Securities January 2004 - September 2008
Banc of America Securities January 1999 - February 2004
Montgomery Securities 1998 - 1999
Skills
Event Planning, Team Building, Strategic Planning, Equities, Change Management, Property Management, Construction Management, Human Resources, Marketing, Fundraising, Facilities Management, Corporate Real Estate, Logistics Management, Project Management, Logistics Consulting, Leadership, Social Media, Event Management, Project Planning, Prime Brokerage, Nonprofits, Management, Sales, Consulting, Marketing Strategy, CRM, Strategy, Training
Education
Fordham University 1995 — 1998
Master of Science, Adult Education/Human Resource Development
Stony Brook University 1988 — 1991
Bachelor of Arts, History
Alexandra Ketner's Banc of America Securities Experience January 2008 - March 2009
Job Director at RW Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Banc of America Securities January 2008 - March 2009
Banc of America Securities July 2006 - December 2007
Merrill Lynch January 2003 - July 2004
Merrill Lynch July 2000 - December 2002
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Duke University 1996 — 2000
Bishop Fenwick High School 1992 — 1996
Robert W. Baird & Co. March 2009 - Present
Banc of America Securities January 2008 - March 2009
Banc of America Securities July 2006 - December 2007
Merrill Lynch January 2003 - July 2004
Merrill Lynch July 2000 - December 2002
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Duke University 1996 — 2000
Bishop Fenwick High School 1992 — 1996
Megan McElgunn's Banc of America Securities Experience March 2002 - March 2006
Job Director at QuadCapital Advisors, LLC
Industry Real Estate
Experience
QuadCapital Advisors, LLC March 2012 - Present
Freddie Mac November 2008 - March 2012
JP Morgan March 2006 - November 2008
Banc of America Securities March 2002 - March 2006
Bank of America July 2001 - March 2002
Skills
Real Estate Economics, CMBS, Loans, Underwriting, Capital Markets, Financial Modeling, Due Diligence, Real Estate, Financial Analysis, Credit, Loan Origination
Education
University of Wisconsin-Madison 1997 — 2001
BA, Real Estate & Urban Land Economics
ESCP Europe 1999 — 1999
QuadCapital Advisors, LLC March 2012 - Present
Freddie Mac November 2008 - March 2012
JP Morgan March 2006 - November 2008
Banc of America Securities March 2002 - March 2006
Bank of America July 2001 - March 2002
Skills
Real Estate Economics, CMBS, Loans, Underwriting, Capital Markets, Financial Modeling, Due Diligence, Real Estate, Financial Analysis, Credit, Loan Origination
Education
University of Wisconsin-Madison 1997 — 2001
BA, Real Estate & Urban Land Economics
ESCP Europe 1999 — 1999
Jeff Toohig's Banc of America Securities Experience January 1999 - December 2003
Job Senior Analyst, Equity Research
Industry Financial Services
Experience
ITG June 2012 - Present
Grameen Foundation March 2009 - June 2012
Grameen Foundation January 2006 - March 2009
Banc of America Securities January 1999 - December 2003
Skills
Program Management, International..., Strategic Planning, Nonprofits, Capacity Building, Economic Development, Microfinance, Social Entrepreneurship, Strategy, NGOs, Equity Research, Data Analytics
Education
Fordham University 1996 — 1999
BS, Comparative Literature and History
ITG June 2012 - Present
Grameen Foundation March 2009 - June 2012
Grameen Foundation January 2006 - March 2009
Banc of America Securities January 1999 - December 2003
Skills
Program Management, International..., Strategic Planning, Nonprofits, Capacity Building, Economic Development, Microfinance, Social Entrepreneurship, Strategy, NGOs, Equity Research, Data Analytics
Education
Fordham University 1996 — 1999
BS, Comparative Literature and History
Edmund Offokaja's Banc of America Securities Experience August 2004 - July 2007
Job President / CEO at Stonemason Group LLC
Industry Venture Capital & Private Equity
Experience
Stonemason Group LLC August 2007 - Present
Banc of America Securities August 2004 - July 2007
JP Morgan Chase 2000 - 2004
Skills
Financial Modeling, Corporate Finance, Investments, Valuation, Private Equity
Education
Franklin University
The Ohio State University
Finance
Stonemason Group LLC August 2007 - Present
Banc of America Securities August 2004 - July 2007
JP Morgan Chase 2000 - 2004
Skills
Financial Modeling, Corporate Finance, Investments, Valuation, Private Equity
Education
Franklin University
The Ohio State University
Finance
Boyd Vor Broker's Banc of America Securities Experience 2006 - 2008
Job Automotive Manufacturing
Industry Automotive
Experience
Challenge Mfg. Company June 2012 - Present
Saints Capital 2010 - 2012
Merrick Ventures 2009 - 2009
Banc of America Securities 2006 - 2008
Ernst & Young 2005 - 2006
Skills
Corporate Finance, Venture Capital, Financial Modeling, Business Strategy, Due Diligence, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Virginia 2005 — 2006
MS
Duke University 2001 — 2005
BS
Challenge Mfg. Company June 2012 - Present
Saints Capital 2010 - 2012
Merrick Ventures 2009 - 2009
Banc of America Securities 2006 - 2008
Ernst & Young 2005 - 2006
Skills
Corporate Finance, Venture Capital, Financial Modeling, Business Strategy, Due Diligence, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Virginia 2005 — 2006
MS
Duke University 2001 — 2005
BS
Ted Palatucci, Jr.'s Banc of America Securities Experience October 2003 - May 2007
Job Financial Services Professional
Industry Design
Experience
Banc of America Securities October 2003 - May 2007
Merrill Lynch September 1995 - March 2001
Education
Manhattan College 1993 — 1996
Fordham University 1990 — 1994
Delbarton School
Banc of America Securities October 2003 - May 2007
Merrill Lynch September 1995 - March 2001
Education
Manhattan College 1993 — 1996
Fordham University 1990 — 1994
Delbarton School
John Colie's Banc of America Securities Experience August 2005 - February 2011
Job Executive Director Business Advisory & Treasury Analytics at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank March 2011 - Present
Banc of America Securities August 2005 - February 2011
Dresdner Kleinwort Wasserstein Securities January 2001 - August 2005
Credit Suisse-First Boston August 1999 - January 2001
Federal Reserve Bank of New York August 1989 - July 1999
Skills
Capital Markets, Credit Risk, Banking, Credit, Analysis, Operational Risk, Basel II, Investment Banking, Operational Risk..., Financial Risk, Risk Management
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance, Banking
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.) Economics, Finance & International Business
UBS Investment Bank March 2011 - Present
Banc of America Securities August 2005 - February 2011
Dresdner Kleinwort Wasserstein Securities January 2001 - August 2005
Credit Suisse-First Boston August 1999 - January 2001
Federal Reserve Bank of New York August 1989 - July 1999
Skills
Capital Markets, Credit Risk, Banking, Credit, Analysis, Operational Risk, Basel II, Investment Banking, Operational Risk..., Financial Risk, Risk Management
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance, Banking
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.) Economics, Finance & International Business
John Linker's Banc of America Securities Experience May 2002 - August 2002
Job SVP, Treasurer & Corporate Development at JELDWEN
Industry Building Materials
Experience
JELD-WEN, inc 2012 - Present
UTC Aerospace Systems (formerly Goodrich Corporation) 2008 - 2012
Fidus Capital 2007 - 2008
Wachovia Securities 2003 - 2007
Banc of America Securities May 2002 - August 2002
Bank of America 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
M&A due diligence, Valuation, Negotiation, Leveraged Finance, Mezzanine, Corporate Development, Integration, Strategic Planning, Business Strategy, M&A experience, High Yield, Loan Structuring, Financial Modeling, Board Presentations, Investor Relations, Investment Banking, Joint Ventures, Aerospace/Defense, Divestitures, Acquisition Integration, Corporate Finance, Treasury, Capital Markets, Capital Budgeting, Private Equity, International Business, Global Business..., Financial Management, Financial Planning, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Financial Services, Debt Restructuring, Restructuring, Financial Analysis, Strategy, Executive Management, Business Valuation, Cash Flow Forecasting, Global Cash Management, Foreign Exchange, Cash Management, Treasury Management, Finance, Change Management, Investments, Sarbanes-Oxley Act, Portfolio Management, Forecasting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Duke University 1993 — 1997
BA
Charlotte Latin
JELD-WEN, inc 2012 - Present
UTC Aerospace Systems (formerly Goodrich Corporation) 2008 - 2012
Fidus Capital 2007 - 2008
Wachovia Securities 2003 - 2007
Banc of America Securities May 2002 - August 2002
Bank of America 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
M&A due diligence, Valuation, Negotiation, Leveraged Finance, Mezzanine, Corporate Development, Integration, Strategic Planning, Business Strategy, M&A experience, High Yield, Loan Structuring, Financial Modeling, Board Presentations, Investor Relations, Investment Banking, Joint Ventures, Aerospace/Defense, Divestitures, Acquisition Integration, Corporate Finance, Treasury, Capital Markets, Capital Budgeting, Private Equity, International Business, Global Business..., Financial Management, Financial Planning, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Financial Services, Debt Restructuring, Restructuring, Financial Analysis, Strategy, Executive Management, Business Valuation, Cash Flow Forecasting, Global Cash Management, Foreign Exchange, Cash Management, Treasury Management, Finance, Change Management, Investments, Sarbanes-Oxley Act, Portfolio Management, Forecasting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Duke University 1993 — 1997
BA
Charlotte Latin
Michael Cardani's Banc of America Securities Experience August 2007 - November 2009
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities April 2014 - Present
Ally Financial Inc. January 2012 - April 2014
Ally Financial Inc. November 2009 - January 2012
Banc of America Securities August 2007 - November 2009
BB&T Capital Markets June 2005 - September 2005
Skills
Capital Markets, Bloomberg, Fixed Income, Investment Banking, Credit Analysis, Financial Modeling, Derivatives, Valuation, Loan Origination, Bonds, Portfolio Management, Credit
Education
East Carolina University 2002 — 2006
Bacheler of Science, Finance
East Carolina University 2002 — 2006
Bachelor of Science, Finance, General
Wells Fargo Securities April 2014 - Present
Ally Financial Inc. January 2012 - April 2014
Ally Financial Inc. November 2009 - January 2012
Banc of America Securities August 2007 - November 2009
BB&T Capital Markets June 2005 - September 2005
Skills
Capital Markets, Bloomberg, Fixed Income, Investment Banking, Credit Analysis, Financial Modeling, Derivatives, Valuation, Loan Origination, Bonds, Portfolio Management, Credit
Education
East Carolina University 2002 — 2006
Bacheler of Science, Finance
East Carolina University 2002 — 2006
Bachelor of Science, Finance, General
Philippe Moggio's Banc of America Securities Experience 2005 - 2009
Job Senior Vice President, Latin America at National Basketball Association
Industry Entertainment
Experience
National Basketball Association February 2010 - Present
Banc of America Securities 2005 - 2009
ABN AMRO Bank, N.A. 2001 - 2005
ING Barings 2000 - 2001
N.A. 1995 - 1998
Skills
Investment Banking, Sports Marketing, Sponsorship, New Business Development, Corporate Finance
Education
University of Western Sydney 1998 — 2000
MBA
Duke University 1991 — 1995
Allen-Stevenson
National Basketball Association February 2010 - Present
Banc of America Securities 2005 - 2009
ABN AMRO Bank, N.A. 2001 - 2005
ING Barings 2000 - 2001
N.A. 1995 - 1998
Skills
Investment Banking, Sports Marketing, Sponsorship, New Business Development, Corporate Finance
Education
University of Western Sydney 1998 — 2000
MBA
Duke University 1991 — 1995
Allen-Stevenson
Robert Meyers's Banc of America Securities Experience 2006 - 2009
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2009 - Present
Banc of America Securities 2006 - 2009
Thomson Financial 2004 - 2006
Thomson Financial 2001 - 2004
The Carson Group 1998 - 2001
Epsilon Data Management 1996 - 1997
IBM 1990 - 1995
Education
Franklin & Marshall College
BA, Business
New York University
Graduate Program, Global Strategy
Pace University - Lubin School of Business
MBA, Finance & Accounting
RBC Capital Markets July 2009 - Present
Banc of America Securities 2006 - 2009
Thomson Financial 2004 - 2006
Thomson Financial 2001 - 2004
The Carson Group 1998 - 2001
Epsilon Data Management 1996 - 1997
IBM 1990 - 1995
Education
Franklin & Marshall College
BA, Business
New York University
Graduate Program, Global Strategy
Pace University - Lubin School of Business
MBA, Finance & Accounting
Laura Pattinson's Banc of America Securities Experience March 2004 - December 2006
Job Audit Department Manager, CUI
Industry Research
Experience
Banc of America Securities March 2004 - December 2006
Education
Flagler College 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters, Good
Banc of America Securities March 2004 - December 2006
Education
Flagler College 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters, Good
G. Douyon's Banc of America Securities Experience September 2007 - April 2008
Job Middle Office Operations Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - December 2013
Royal Bank of Scotland August 2010 - November 2011
BNY Mellon October 2009 - August 2010
Deutsche bank May 2008 - March 2009
Banc of America Securities September 2007 - April 2008
HSBC Securities March 2000 - July 2007
HSBC Securities November 1996 - February 2000
Education
Fordham University 2011 — 2015
BA/MBA
Saint Peter's University
BNY Mellon January 2013 - December 2013
Royal Bank of Scotland August 2010 - November 2011
BNY Mellon October 2009 - August 2010
Deutsche bank May 2008 - March 2009
Banc of America Securities September 2007 - April 2008
HSBC Securities March 2000 - July 2007
HSBC Securities November 1996 - February 2000
Education
Fordham University 2011 — 2015
BA/MBA
Saint Peter's University
Billy McMahon's Banc of America Securities Experience August 2002 - June 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Banc of America Securities August 2002 - June 2008
Skills
Equity Trading, Equities, Series 63, Derivatives, Electronic Trading, Trading Systems, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Equity Derivatives, Options, Securities, Financial Markets, Trading
Education
Saint John's University 1996 — 2000
M.B.A, Finance
Fairfield University 1991 — 1993
B.S., Marketing
Saint John's University 1989 — 1991
MBA, Business
Morgan Stanley July 2008 - Present
Banc of America Securities August 2002 - June 2008
Skills
Equity Trading, Equities, Series 63, Derivatives, Electronic Trading, Trading Systems, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Equity Derivatives, Options, Securities, Financial Markets, Trading
Education
Saint John's University 1996 — 2000
M.B.A, Finance
Fairfield University 1991 — 1993
B.S., Marketing
Saint John's University 1989 — 1991
MBA, Business
Janelle D'Cruz's Banc of America Securities Experience 2002 - 2009
Job Lead Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton 2011 - Present
Banc of America Securities 2002 - 2009
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Due Diligence, Management Consulting, Structured Finance, Corporate Finance, Venture Capital, Leveraged Finance, Emerging Markets, Strategy, Financial Analysis, Risk Management, Fixed Income, Investments
Education
Duke University 1998 — 2002
Booz Allen Hamilton 2011 - Present
Banc of America Securities 2002 - 2009
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Due Diligence, Management Consulting, Structured Finance, Corporate Finance, Venture Capital, Leveraged Finance, Emerging Markets, Strategy, Financial Analysis, Risk Management, Fixed Income, Investments
Education
Duke University 1998 — 2002
Jason Betesh's Banc of America Securities Experience June 2005 - March 2007
Job Palatine Capital Partners
Industry Real Estate
Experience
Palatine Capital Partners February 2010 - Present
Vesper Holdings June 2009 - January 2010
Vantage Properties March 2007 - May 2009
Banc of America Securities June 2005 - March 2007
Education
Emory University - Goizueta Business School 2002 — 2005
BBA, Finance and Real Estate
Ridgeway
Ridgeway
Palatine Capital Partners February 2010 - Present
Vesper Holdings June 2009 - January 2010
Vantage Properties March 2007 - May 2009
Banc of America Securities June 2005 - March 2007
Education
Emory University - Goizueta Business School 2002 — 2005
BBA, Finance and Real Estate
Ridgeway
Ridgeway
Corey Barnette's Banc of America Securities Experience 1997 - 2000
Job Strategic Growth and Acquisitions
Industry Venture Capital & Private Equity
Experience
District Growers LLC January 2010 - Present
Primary Physicians Research 2008 - 2010
The Scroll Companies April 2003 - 2010
Small Enterprise Assistance Fund January 2001 - August 2004
Bank of America 1997 - 2001
Banc of America Securities 1997 - 2000
Duke University Fuqua School of Business 1995 - 1997
Skills
Strategic Planning, Investments, Entrepreneurship, Investment Banking, Management Consulting, Portfolio Management, Private Equity, Public Speaking, Small Business, Strategy, Trading, Business Planning, Start-ups, Venture Capital, Leadership, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, General Management - Finance
District Growers LLC January 2010 - Present
Primary Physicians Research 2008 - 2010
The Scroll Companies April 2003 - 2010
Small Enterprise Assistance Fund January 2001 - August 2004
Bank of America 1997 - 2001
Banc of America Securities 1997 - 2000
Duke University Fuqua School of Business 1995 - 1997
Skills
Strategic Planning, Investments, Entrepreneurship, Investment Banking, Management Consulting, Portfolio Management, Private Equity, Public Speaking, Small Business, Strategy, Trading, Business Planning, Start-ups, Venture Capital, Leadership, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, General Management - Finance
Cleavon Morris's Banc of America Securities Experience May 2000 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Intelsat Corparation March 2010 - Present
Banc of America Securities May 2000 - Present
DS WatersLLC November 2008 - March 2010
Education
Florida Metropolitan University 2003 — 2007
Intelsat Corparation March 2010 - Present
Banc of America Securities May 2000 - Present
DS WatersLLC November 2008 - March 2010
Education
Florida Metropolitan University 2003 — 2007
Luke Fry's Banc of America Securities Experience September 2000 - September 2006
Job Managing Director at Auriga USA, LLC
Industry Financial Services
Experience
AllergEase May 2012 - Present
Auriga USA, LLC October 2011 - Present
12th Street Capital LLC April 2009 - October 2011
Libertas Partners December 2007 - March 2009
WaMu Capital Corp September 2006 - December 2007
Banc of America Securities September 2000 - September 2006
Sanford C. Bernstein October 1998 - September 2000
Skills
Fixed Income
Education
Florida State University - College of Business 1995 — 1998
B.S., Finance & Real Estate
The Hill School 1993 — 1994
AllergEase May 2012 - Present
Auriga USA, LLC October 2011 - Present
12th Street Capital LLC April 2009 - October 2011
Libertas Partners December 2007 - March 2009
WaMu Capital Corp September 2006 - December 2007
Banc of America Securities September 2000 - September 2006
Sanford C. Bernstein October 1998 - September 2000
Skills
Fixed Income
Education
Florida State University - College of Business 1995 — 1998
B.S., Finance & Real Estate
The Hill School 1993 — 1994
Alex Papson's Banc of America Securities Experience January 2005 - January 2011
Job Portfolio Manager Mortgage Trader
Industry Capital Markets
Experience
Bank of America September 2008 - Present
Banc of America Securities January 2005 - January 2011
Education
Duke University 2001 — 2004
Bank of America September 2008 - Present
Banc of America Securities January 2005 - January 2011
Education
Duke University 2001 — 2004
Thomas McDonald, CFP's Banc of America Securities Experience October 1987 - October 2004
Job Financial Consultant, Senior Vice President at Capstan Financial Consulting Group
Industry Financial Services
Experience
Capstan Financial Consulting Group April 2012 - Present
Fifth Third Bank 2005 - 2012
Banc of America Securities October 1987 - October 2004
Skills
Investments, Financial Advisory, Finance, Risk Management, Wealth, Small Business, Small Business Lending, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Florida Southern College 1982 — 1986
BA, Finance and Economics
Capstan Financial Consulting Group April 2012 - Present
Fifth Third Bank 2005 - 2012
Banc of America Securities October 1987 - October 2004
Skills
Investments, Financial Advisory, Finance, Risk Management, Wealth, Small Business, Small Business Lending, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Florida Southern College 1982 — 1986
BA, Finance and Economics
Alex Putterman's Banc of America Securities Experience May 2006 - August 2006
Job NonAgency RMBS Trader at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2013 - Present
NYU Stern School of Business August 2011 - May 2013
Bridgewater Associates June 2010 - August 2011
Group One Trading, LP February 2008 - April 2010
BlackRock July 2007 - February 2008
Banc of America Securities May 2006 - August 2006
Skills
Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Economics
Duke University 2003 — 2007
BS, Computer Science
Credit Suisse August 2013 - Present
NYU Stern School of Business August 2011 - May 2013
Bridgewater Associates June 2010 - August 2011
Group One Trading, LP February 2008 - April 2010
BlackRock July 2007 - February 2008
Banc of America Securities May 2006 - August 2006
Skills
Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Economics
Duke University 2003 — 2007
BS, Computer Science
Drew Hoffman's Banc of America Securities Experience May 2007 - August 2007
Job Senior at EY
Industry Management Consulting
Experience
EY August 2014 - Present
EY June 2013 - August 2013
KM Systems Group July 2009 - September 2012
Banc of America Securities LLC June 2008 - March 2009
Banc of America Securities May 2007 - August 2007
Eaton Corporation June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Derivatives, Securities, Process Engineering, Earned Value Management, Business Systems..., Bonds, Project Management, Integration, Analysis, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship, Marketing
Duke University 2004 — 2008
BSE, Mechanical Engineering and Economics
University School 1991 — 2004
High School
EY August 2014 - Present
EY June 2013 - August 2013
KM Systems Group July 2009 - September 2012
Banc of America Securities LLC June 2008 - March 2009
Banc of America Securities May 2007 - August 2007
Eaton Corporation June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Derivatives, Securities, Process Engineering, Earned Value Management, Business Systems..., Bonds, Project Management, Integration, Analysis, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship, Marketing
Duke University 2004 — 2008
BSE, Mechanical Engineering and Economics
University School 1991 — 2004
High School
Dustin Pizzo's Banc of America Securities Experience June 2003 - Present
Job Senior Research Analyst at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities June 2003 - Present
Education
Duke University 1999 — 2003
BA, Economics
Banc of America Securities June 2003 - Present
Education
Duke University 1999 — 2003
BA, Economics
Laura Provenzale's Banc of America Securities Experience April 1997 - April 2002
Job Managing Director Consumer & Retail Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
Astrid Vidaurre Racine's Banc of America Securities Experience April 2004 - February 2009
Job Financial Professional
Industry Investment Banking
Experience
Ravago Holdings March 2009 - October 2010
Banc of America Securities April 2004 - February 2009
A.G. Edwards & Sons 2002 - 2004
Skills
Financial Modeling, Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Bloomberg, Financial Analysis, Credit Analysis, Asset Management, Valuation, Corporate Finance, Investments, Securities
Education
ESIC: Business & Marketing School 2001 — 2002
Masters of Science in International Business, International Finance
Universidade do Sul de Santa Catarina 2001 — 2002
Masters of Science in International Business, International Finance
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelor of Science, Finance & Economics
Florida Atlantic University
Ravago Holdings March 2009 - October 2010
Banc of America Securities April 2004 - February 2009
A.G. Edwards & Sons 2002 - 2004
Skills
Financial Modeling, Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Bloomberg, Financial Analysis, Credit Analysis, Asset Management, Valuation, Corporate Finance, Investments, Securities
Education
ESIC: Business & Marketing School 2001 — 2002
Masters of Science in International Business, International Finance
Universidade do Sul de Santa Catarina 2001 — 2002
Masters of Science in International Business, International Finance
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelor of Science, Finance & Economics
Florida Atlantic University
Matt Melago's Banc of America Securities Experience 2006 - 2007
Job Associate at Anderson LeNeave & Co.
Industry Investment Banking
Experience
Anderson LeNeave & Co. February 2008 - Present
Banc of America Securities 2006 - 2007
Legend Financial Advisors, Inc. 2003 - 2006
Education
Duquesne University 2001 — 2005
B.S., Finance and Investment Management
Anderson LeNeave & Co. February 2008 - Present
Banc of America Securities 2006 - 2007
Legend Financial Advisors, Inc. 2003 - 2006
Education
Duquesne University 2001 — 2005
B.S., Finance and Investment Management
Brian Vetter's Banc of America Securities Experience July 2006 - March 2008
Job Vice President, Acquisitions at World Class Capital Group
Industry Real Estate
Experience
World Class Capital Group February 2015 - Present
The Carlyle Group March 2008 - December 2014
Banc of America Securities July 2006 - March 2008
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, LBO, Capital Markets, Due Diligence, Alternative Investments, Investments, Corporate Finance, Asset Managment, Financial Structuring, Financial Analysis, Mergers, Emerging Markets, Structured Finance, Hedge Funds, Real Estate, Mergers & Acquisitions
Education
Duke University 2002 — 2006
BS, Economics, Political Science
World Class Capital Group February 2015 - Present
The Carlyle Group March 2008 - December 2014
Banc of America Securities July 2006 - March 2008
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, LBO, Capital Markets, Due Diligence, Alternative Investments, Investments, Corporate Finance, Asset Managment, Financial Structuring, Financial Analysis, Mergers, Emerging Markets, Structured Finance, Hedge Funds, Real Estate, Mergers & Acquisitions
Education
Duke University 2002 — 2006
BS, Economics, Political Science
Christopher A. Recouso's Banc of America Securities Experience June 2007 - July 2008
Job Managing Director at Cicerone Advisers, LLC
Industry Capital Markets
Experience
Cicerone Advisers, LLC July 2011 - Present
Knight Capital Group, Inc. March 2010 - May 2011
Recouso Analytics January 2009 - February 2010
Banc of America Securities June 2007 - July 2008
Bear Stearns & Co. Inc. April 1996 - April 2007
Skills
Equities, Valuation, Emerging Markets, Securities, Bonds, Distressed assets
Education
Fordham University
M.A., Political Economy
New York University
M.A., Political Economy
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics / Political Science
Cicerone Advisers, LLC July 2011 - Present
Knight Capital Group, Inc. March 2010 - May 2011
Recouso Analytics January 2009 - February 2010
Banc of America Securities June 2007 - July 2008
Bear Stearns & Co. Inc. April 1996 - April 2007
Skills
Equities, Valuation, Emerging Markets, Securities, Bonds, Distressed assets
Education
Fordham University
M.A., Political Economy
New York University
M.A., Political Economy
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics / Political Science
Jerry Timmons's Banc of America Securities Experience 1999 - 2003
Job Chief Compliance Officer Swap Dealer at KeyBank
Industry Financial Services
Experience
KeyBank November 2013 - Present
KeyBanc Capital Markets September 2008 - Present
BNP Paribas 2006 - 2008
Jefferies & Company 2004 - 2006
Banc of America Securities 1999 - 2003
Merrill Lynch 1995 - 2000
NYSE 1992 - 1995
Kemper Clearing Corp. 1988 - 1992
NYSE 1983 - 1988
NASD 1981 - 1983
Skills
Fixed Income, Securities, Capital Markets, Series 7, FINRA, Derivatives, Series 63, Series 24, Investment Banking
Education
Fordham University 1981 — 1984
MBA, Finance
St. Francis College 1975 — 1980
BS, Management
St. Francis Prep 1970 — 1974
KeyBank November 2013 - Present
KeyBanc Capital Markets September 2008 - Present
BNP Paribas 2006 - 2008
Jefferies & Company 2004 - 2006
Banc of America Securities 1999 - 2003
Merrill Lynch 1995 - 2000
NYSE 1992 - 1995
Kemper Clearing Corp. 1988 - 1992
NYSE 1983 - 1988
NASD 1981 - 1983
Skills
Fixed Income, Securities, Capital Markets, Series 7, FINRA, Derivatives, Series 63, Series 24, Investment Banking
Education
Fordham University 1981 — 1984
MBA, Finance
St. Francis College 1975 — 1980
BS, Management
St. Francis Prep 1970 — 1974
Andra Martin's Banc of America Securities Experience 1990 - 2001
Job Sales and Investment Professional
Industry Financial Services
Experience
Patronus Investments 2010 - Present
Marcus & Millichap 2006 - 2010
Taygram Capital 2003 - 2005
Allfirst Bank (AIB) 2001 - 2002
Banc of America Securities 1990 - 2001
Skills
Real Estate Finance, Dispositions, Real Estate, Valuation, Financial Analysis, Financial Modeling, Investments, Leases, Real Estate Investment, Capital Markets, Brokerage, Negotiation, Private Equity, Real Estate Economics
Education
Duke University - The Fuqua School of Business
MBA
University of North Carolina at Chapel Hill
BSBA
Patronus Investments 2010 - Present
Marcus & Millichap 2006 - 2010
Taygram Capital 2003 - 2005
Allfirst Bank (AIB) 2001 - 2002
Banc of America Securities 1990 - 2001
Skills
Real Estate Finance, Dispositions, Real Estate, Valuation, Financial Analysis, Financial Modeling, Investments, Leases, Real Estate Investment, Capital Markets, Brokerage, Negotiation, Private Equity, Real Estate Economics
Education
Duke University - The Fuqua School of Business
MBA
University of North Carolina at Chapel Hill
BSBA
Sam Pepe's Banc of America Securities Experience September 2009 - August 2010
Job Portfolio Manager at Webster Bank
Industry Banking
Experience
Webster Bank April 2015 - Present
Merrill Lynch November 2012 - October 2014
Merrill Lynch April 2012 - November 2012
Bank of America Merrill Lynch 2010 - March 2012
Banc of America Securities September 2009 - August 2010
Merrill Lynch July 2008 - August 2009
Skills
Fixed Income, Trading, Bloomberg, Bloomberg Terminal, Series 7, Treasury, Series 63, Equities, Securities, Financial Modeling, Investments, FSA, Bonds, Capital Markets, Derivatives, Financial Analysis, Hedge Funds, Rates
Education
Fordham University 2004 — 2008
Bachelors, Finance, Economics
University of New South Wales 2006 — 2006
Webster Bank April 2015 - Present
Merrill Lynch November 2012 - October 2014
Merrill Lynch April 2012 - November 2012
Bank of America Merrill Lynch 2010 - March 2012
Banc of America Securities September 2009 - August 2010
Merrill Lynch July 2008 - August 2009
Skills
Fixed Income, Trading, Bloomberg, Bloomberg Terminal, Series 7, Treasury, Series 63, Equities, Securities, Financial Modeling, Investments, FSA, Bonds, Capital Markets, Derivatives, Financial Analysis, Hedge Funds, Rates
Education
Fordham University 2004 — 2008
Bachelors, Finance, Economics
University of New South Wales 2006 — 2006
Frank English's Banc of America Securities Experience 1998 - 2001
Job Vice President International Finance and Treasurer at 21st Century Oncology Holdings, Inc.
Industry Hospital & Health Care
Experience
21st Century Oncology Holdings, Inc. 2009 - Present
Banco Santander December 2004 - January 2009
The GEO Group, Inc. September 2002 - August 2004
Wackenhut January 2001 - July 2002
Banc of America Securities 1998 - 2001
Skills
Mergers, Investment Banking, Debt, Treasury Management, Securitization, Foreign Currency..., Mergers & Acquisitions, Capital Markets, Finance, Banking, Cash Management, Risk Management, Strategy, Private Equity, Equities, Investor Relations, Financial Modeling, Management, Financial Analysis, Investments, Corporate Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance and Economics
Washington and Lee University 1979 — 1983
BA, Spanish, Liberal Arts
21st Century Oncology Holdings, Inc. 2009 - Present
Banco Santander December 2004 - January 2009
The GEO Group, Inc. September 2002 - August 2004
Wackenhut January 2001 - July 2002
Banc of America Securities 1998 - 2001
Skills
Mergers, Investment Banking, Debt, Treasury Management, Securitization, Foreign Currency..., Mergers & Acquisitions, Capital Markets, Finance, Banking, Cash Management, Risk Management, Strategy, Private Equity, Equities, Investor Relations, Financial Modeling, Management, Financial Analysis, Investments, Corporate Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance and Economics
Washington and Lee University 1979 — 1983
BA, Spanish, Liberal Arts
David Wells, CPA's Banc of America Securities Experience November 2008 - February 2009
Job Manager at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP January 2011 - Present
PricewaterhouseCoopers January 2010 - March 2010
CIT March 2009 - July 2009
Banc of America Securities November 2008 - February 2009
Skills
Income Tax, SALT, Sales & Use Tax, Tax, Tax Accounting, Financial Analysis, Financial Statements, Accounting, Financial Reporting, General Ledger, Corporate Tax, GAAP, Sarbanes-Oxley Act, Fixed Assets, CPA, SEC filings, Auditing, Internal Controls, Financial Accounting, Tax Preparation
Education
Wake Forest University School of Business 2009 — 2010
Masters, Accounting
Elon University 2004 — 2008
Bachelors of Science, Accounting
Dixon Hughes Goodman LLP January 2011 - Present
PricewaterhouseCoopers January 2010 - March 2010
CIT March 2009 - July 2009
Banc of America Securities November 2008 - February 2009
Skills
Income Tax, SALT, Sales & Use Tax, Tax, Tax Accounting, Financial Analysis, Financial Statements, Accounting, Financial Reporting, General Ledger, Corporate Tax, GAAP, Sarbanes-Oxley Act, Fixed Assets, CPA, SEC filings, Auditing, Internal Controls, Financial Accounting, Tax Preparation
Education
Wake Forest University School of Business 2009 — 2010
Masters, Accounting
Elon University 2004 — 2008
Bachelors of Science, Accounting
Ryan Rotenberry's Banc of America Securities Experience 1996 - 1997
Job Licensed Practical Nurse, Medical/Oncology at Augusta Medical Center
Industry Hospital & Health Care
Experience
Augusta Medical Center February 2007 - Present
Alorica 2004 - 2005
ClientLogic 2002 - 2004
General Motors - OnStar 2001 - 2002
LPL Financial 1998 - 2001
Banc of America Securities 1996 - 1997
ITT Financial Services 1994 - 1995
First American Real Estate Tax Service 1990 - 1994
Kay Jewelers, Inc. 1987 - 1990
Education
Blue Ridge Community College 2007 — 2011
Nursing
ECPI University 2005 — 2006
Diploma, Practical Nursing
Augusta Medical Center February 2007 - Present
Alorica 2004 - 2005
ClientLogic 2002 - 2004
General Motors - OnStar 2001 - 2002
LPL Financial 1998 - 2001
Banc of America Securities 1996 - 1997
ITT Financial Services 1994 - 1995
First American Real Estate Tax Service 1990 - 1994
Kay Jewelers, Inc. 1987 - 1990
Education
Blue Ridge Community College 2007 — 2011
Nursing
ECPI University 2005 — 2006
Diploma, Practical Nursing
Andrew Cardamone's Banc of America Securities Experience July 2000 - October 2005
Job UBS
Industry Investment Banking
Experience
UBS September 2013 - Present
SunTrust Robinson Humphrey February 2010 - September 2013
Barclays Capital October 2005 - January 2009
Banc of America Securities July 2000 - October 2005
Skills
Fixed Income, Investments, Bonds, Bloomberg, Corporate Finance, Capital Markets
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
Syracuse University 1989 — 1993
Bachelor of Arts, Economics
Emory University
UBS September 2013 - Present
SunTrust Robinson Humphrey February 2010 - September 2013
Barclays Capital October 2005 - January 2009
Banc of America Securities July 2000 - October 2005
Skills
Fixed Income, Investments, Bonds, Bloomberg, Corporate Finance, Capital Markets
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
Syracuse University 1989 — 1993
Bachelor of Arts, Economics
Emory University
Courtney Murphy's Banc of America Securities Experience November 2005 - November 2009
Job Director of Employer and Alumni Relations at Columbia University
Industry Higher Education
Experience
Columbia University, Center for Career Education December 2009 - Present
Banc of America Securities November 2005 - November 2009
Fordham University 2001 - 2005
Skills
Higher Education, Alumni Relations, Program Development, Student Affairs, Community Outreach, Career Development, Event Planning, Data Analysis, Career Counseling
Education
Fordham University
BA, Economics
Fordham University
MS, Counseling and Personnel Services
Columbia University, Center for Career Education December 2009 - Present
Banc of America Securities November 2005 - November 2009
Fordham University 2001 - 2005
Skills
Higher Education, Alumni Relations, Program Development, Student Affairs, Community Outreach, Career Development, Event Planning, Data Analysis, Career Counseling
Education
Fordham University
BA, Economics
Fordham University
MS, Counseling and Personnel Services
joseph devivo's Banc of America Securities Experience February 2006 - January 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
bank of america/merrill lynch June 2010 - August 2015
Bank of America/Merrill Lynch Broadcort January 2009 - April 2010
Banc of America Securities February 2006 - January 2009
Domestic Securities August 2005 - December 2005
Pershing Trading Company January 1996 - January 2005
Pershing Trading Co January 1996 - January 2000
Pershing Trading Co January 1994 - January 1996
Skills
Equities, Trading, Capital Markets, Securities, Banking, Finance, New Business Development, Series 7, Prime Brokerage, Series 63, Bloomberg, Fixed Income, Series 55
Education
Fairleigh Dickinson University 1988 — 1992
Bachelor of Science, Finance and Economics
Montclair Immaculate Conception High School
Goldman Sachs August 2015 - Present
bank of america/merrill lynch June 2010 - August 2015
Bank of America/Merrill Lynch Broadcort January 2009 - April 2010
Banc of America Securities February 2006 - January 2009
Domestic Securities August 2005 - December 2005
Pershing Trading Company January 1996 - January 2005
Pershing Trading Co January 1996 - January 2000
Pershing Trading Co January 1994 - January 1996
Skills
Equities, Trading, Capital Markets, Securities, Banking, Finance, New Business Development, Series 7, Prime Brokerage, Series 63, Bloomberg, Fixed Income, Series 55
Education
Fairleigh Dickinson University 1988 — 1992
Bachelor of Science, Finance and Economics
Montclair Immaculate Conception High School
Tracy Seegott's Banc of America Securities Experience May 1990 - September 2000
Job Owner, Seegott/Shanz Insuance
Industry Insurance
Experience
Seegott/Shanz Insurance September 2000 - Present
Banc of America Securities May 1990 - September 2000
Banc of America Securities May 1990 - September 2000
Education
Farmingdale State College
Seegott/Shanz Insurance September 2000 - Present
Banc of America Securities May 1990 - September 2000
Banc of America Securities May 1990 - September 2000
Education
Farmingdale State College
Don Schaum's Banc of America Securities Experience July 2005 - July 2007
Job Information Risk Cyber Security at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
Citi July 2012 - March 2013
Lehman Brothers (in Administration) July 2009 - October 2011
DCASTech December 2008 - July 2009
Lehman Brothers April 1998 - November 2008
Banc of America Securities July 2005 - July 2007
Skills
Capital Markets, Fixed Income, Derivatives, Middle Office, Swaps, Interest Rate..., Commodities
Education
Fordham University 1986 — 1990
BS, Finance
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
Citi July 2012 - March 2013
Lehman Brothers (in Administration) July 2009 - October 2011
DCASTech December 2008 - July 2009
Lehman Brothers April 1998 - November 2008
Banc of America Securities July 2005 - July 2007
Skills
Capital Markets, Fixed Income, Derivatives, Middle Office, Swaps, Interest Rate..., Commodities
Education
Fordham University 1986 — 1990
BS, Finance
Tanya Dorhout's Banc of America Securities Experience 2001 - 2009
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs September 2011 - Present
Banc of America Securities 2001 - 2009
Education
Duke University - The Fuqua School of Business 1999 — 2001
Master of Business Administration (MBA)
Goldman Sachs September 2011 - Present
Banc of America Securities 2001 - 2009
Education
Duke University - The Fuqua School of Business 1999 — 2001
Master of Business Administration (MBA)
Jack shannon's Banc of America Securities Experience 2004 - 2009
Job Managing Director, BofAML
Industry Legal Services
Experience
Bank of America Merrill Lynch June 2004 - Present
Banc of America Securities 2004 - 2009
UBS Investment Bank August 2001 - June 2004
Skills
Compliance, Securities
Education
Fordham University School of Law 1981 — 1984
JD, Law
Bank of America Merrill Lynch June 2004 - Present
Banc of America Securities 2004 - 2009
UBS Investment Bank August 2001 - June 2004
Skills
Compliance, Securities
Education
Fordham University School of Law 1981 — 1984
JD, Law
Timothy Monte's Banc of America Securities Experience February 2005 - February 2009
Job Managing Director & CoHead, Corporate & Leveraged Finance at Regions Securities LLC
Industry Banking
Experience
Regions Securities LLC November 2014 - Present
Regions Securities LLC September 2009 - October 2014
Bank of America Merrill Lynch March 2009 - September 2009
Banc of America Securities February 2005 - February 2009
Banc of America Securities April 2001 - January 2005
Bank of America October 1999 - March 2001
Bank of America July 1998 - October 1999
Bank of America January 1997 - June 1998
Skills
Syndications, Capital Markets, Commercial Banking, Loans, Credit Analysis, Credit, Leveraged Finance, Loan Origination, Portfolio Management, Credit Risk, Financial Structuring, Financial Analysis, Corporate Finance, Investment Banking, Banking, Financial Modeling
Education
University of North Florida - College of Business Administration 1994 — 1996
Masters, Business Adminstration
Flagler College 1988 — 1992
Bachelor of Arts, Business
Regions Securities LLC November 2014 - Present
Regions Securities LLC September 2009 - October 2014
Bank of America Merrill Lynch March 2009 - September 2009
Banc of America Securities February 2005 - February 2009
Banc of America Securities April 2001 - January 2005
Bank of America October 1999 - March 2001
Bank of America July 1998 - October 1999
Bank of America January 1997 - June 1998
Skills
Syndications, Capital Markets, Commercial Banking, Loans, Credit Analysis, Credit, Leveraged Finance, Loan Origination, Portfolio Management, Credit Risk, Financial Structuring, Financial Analysis, Corporate Finance, Investment Banking, Banking, Financial Modeling
Education
University of North Florida - College of Business Administration 1994 — 1996
Masters, Business Adminstration
Flagler College 1988 — 1992
Bachelor of Arts, Business
Kathy Gleason Donovan's Banc of America Securities Experience 2006 - 2009
Job Managing Director at UBS
Industry Real Estate
Experience
UBS March 2012 - Present
Credit Suisse March 2011 - November 2011
The Situs Companies - New York June 2009 - March 2011
Banc of America Securities 2006 - 2009
Silverstein Properties 2004 - 2006
GMAC Commercial Mortgage 1996 - 2004
Chase Manhattan Corporation June 1993 - June 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Fordham University 1989 — 1993
BS, Finance
UBS March 2012 - Present
Credit Suisse March 2011 - November 2011
The Situs Companies - New York June 2009 - March 2011
Banc of America Securities 2006 - 2009
Silverstein Properties 2004 - 2006
GMAC Commercial Mortgage 1996 - 2004
Chase Manhattan Corporation June 1993 - June 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Fordham University 1989 — 1993
BS, Finance
George Gerlanc's Banc of America Securities Experience January 1998 - January 1999
Job Director Treasury at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. April 2014 - Present
Cantor Fitzgerald July 2006 - April 2014
Merrill Lynch & Co August 1999 - July 2006
BANC OF AMERICA SECURITIES January 1998 - January 1999
Fidelity Investments April 1992 - March 1998
BT SECURITIES CORP May 1989 - April 1992
Goldman Sachs April 1983 - April 1989
Skills
Treasury Management, Cash Management, Liquidity Management, Treasury, Network Management, Banking Relationships, Treasury Operations
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Pace University - Lubin School of Business 1980 — 1982
BA, Finance
KCG Holdings, Inc. April 2014 - Present
Cantor Fitzgerald July 2006 - April 2014
Merrill Lynch & Co August 1999 - July 2006
BANC OF AMERICA SECURITIES January 1998 - January 1999
Fidelity Investments April 1992 - March 1998
BT SECURITIES CORP May 1989 - April 1992
Goldman Sachs April 1983 - April 1989
Skills
Treasury Management, Cash Management, Liquidity Management, Treasury, Network Management, Banking Relationships, Treasury Operations
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Pace University - Lubin School of Business 1980 — 1982
BA, Finance
Steve Lichtman's Banc of America Securities Experience April 2003 - December 2008
Job Managing Director, Senior Research Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. May 2010 - Present
JMP Securities June 2009 - June 2010
Banc of America Securities April 2003 - December 2008
Credit Suisse First Boston February 2000 - April 2003
Credit Suisse 2000 - 2003
Schroder & Company, Inc. June 1998 - February 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting (Financial Statement Analysis)
Duke University 1990 — 1994
BA, Economics, Public Policy Studies
Oppenheimer & Co. May 2010 - Present
JMP Securities June 2009 - June 2010
Banc of America Securities April 2003 - December 2008
Credit Suisse First Boston February 2000 - April 2003
Credit Suisse 2000 - 2003
Schroder & Company, Inc. June 1998 - February 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting (Financial Statement Analysis)
Duke University 1990 — 1994
BA, Economics, Public Policy Studies
Alex Herzick's Banc of America Securities Experience June 2003 - June 2005
Job at Telegraph Hill Partners
Industry Venture Capital & Private Equity
Experience
Telegraph Hill Partners June 2014 - Present
Telegraph Hill Partners July 2009 - June 2014
BlueMountain Capital Management June 2005 - June 2007
Banc of America Securities June 2003 - June 2005
Skills
Venture Capital, Due Diligence, Portfolio Management, Investment Banking, Valuation, Private Equity, Business Strategy, Mergers & Acquisitions, Financial Modeling, Corporate Development, Start-ups, Strategic Planning, Corporate Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Duke University 1999 — 2003
B.S., Economics, Cellular Biology
Telegraph Hill Partners June 2014 - Present
Telegraph Hill Partners July 2009 - June 2014
BlueMountain Capital Management June 2005 - June 2007
Banc of America Securities June 2003 - June 2005
Skills
Venture Capital, Due Diligence, Portfolio Management, Investment Banking, Valuation, Private Equity, Business Strategy, Mergers & Acquisitions, Financial Modeling, Corporate Development, Start-ups, Strategic Planning, Corporate Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Duke University 1999 — 2003
B.S., Economics, Cellular Biology
Michael Cavounis's Banc of America Securities Experience 2001 - 2004
Job Principal at American Capital
Industry Investment Banking
Experience
American Capital November 2012 - Present
Royal Bank of Scotland September 2004 - November 2012
Banc of America Securities 2001 - 2004
J. H. Whitney & Co. 1999 - 2001
Heller Financial 1994 - 1997
Morgan Stanley May 1993 - September 1994
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Finance, Economics
American Capital November 2012 - Present
Royal Bank of Scotland September 2004 - November 2012
Banc of America Securities 2001 - 2004
J. H. Whitney & Co. 1999 - 2001
Heller Financial 1994 - 1997
Morgan Stanley May 1993 - September 1994
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Finance, Economics
William Lee's Banc of America Securities Experience January 2002 - January 2007
Job Software developer and system architect
Industry Financial Services
Experience
Barclays Investment Bank November 2014 - Present
JP Morgan Chase April 2011 - August 2014
Morgan Stanley February 2007 - April 2011
Banc of America Securities January 2002 - January 2007
Merrill Lynch February 1997 - December 2001
JP Morgan August 1996 - January 1997
Goldman Sachs September 1994 - August 1996
Skills
Sybase, Fixed Income, Trading Systems, Structured Products, Database Design, Financial Services, MBS, Oracle, Performance Tuning, ETL, Object Oriented Perl, Vertica, Oracle PL/SQL..., Databases, KDB, Analytics, q/kdb, pentaho ETL, UNIX C/C++, Sybase ASIQ, database developer, Python, Perl, SQL, Data Warehousing, Software Development, Shell Scripting, PL/SQL, Derivatives
Education
New Jersey Institute of Technology
Master of Science, Computer Science
Feng Chia University
BS, Information Engineering
Barclays Investment Bank November 2014 - Present
JP Morgan Chase April 2011 - August 2014
Morgan Stanley February 2007 - April 2011
Banc of America Securities January 2002 - January 2007
Merrill Lynch February 1997 - December 2001
JP Morgan August 1996 - January 1997
Goldman Sachs September 1994 - August 1996
Skills
Sybase, Fixed Income, Trading Systems, Structured Products, Database Design, Financial Services, MBS, Oracle, Performance Tuning, ETL, Object Oriented Perl, Vertica, Oracle PL/SQL..., Databases, KDB, Analytics, q/kdb, pentaho ETL, UNIX C/C++, Sybase ASIQ, database developer, Python, Perl, SQL, Data Warehousing, Software Development, Shell Scripting, PL/SQL, Derivatives
Education
New Jersey Institute of Technology
Master of Science, Computer Science
Feng Chia University
BS, Information Engineering
Barry R. Dunn's Banc of America Securities Experience 1988 - 2000
Job Managing Director at GTCR LLC
Industry Venture Capital & Private Equity
Experience
GTCR LLC January 2000 - December 2014
Banc of America Securities 1988 - 2000
Bankers Trust Company 1986 - 1988
EF Hutton & Co. 1982 - 1984
Skills
Mergers, Investment Banking, Private Equity, Capital Markets, Finance, LBO, Corporate Development, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Alternative Investments, Equities, Hedge Funds
Education
Duke University - Fuqua School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1978 — 1982
Bachelor of Arts (B.A.), Economics
GTCR LLC January 2000 - December 2014
Banc of America Securities 1988 - 2000
Bankers Trust Company 1986 - 1988
EF Hutton & Co. 1982 - 1984
Skills
Mergers, Investment Banking, Private Equity, Capital Markets, Finance, LBO, Corporate Development, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Alternative Investments, Equities, Hedge Funds
Education
Duke University - Fuqua School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Stephanie Weathers-Lowin's Banc of America Securities Experience 2006 - 2006
Job Corporate Litigation Associate
Industry Law Practice
Experience
Stroock & Stroock & Lavan LLP January 2010 - Present
The Ferraro Law Firm September 2009 - December 2009
Stroock & Stroock & Lavan LLP May 2008 - August 2008
US Securities and Exchange Commission January 2008 - April 2008
US Securities and Exchange Commission May 2007 - August 2007
Banc of America Securities 2006 - 2006
Banc of America Securities 2006 - 2006
Lehman Brothers 2003 - 2003
Skills
Legal Research, Litigation, Corporate Law, Civil Litigation
Education
Emory University School of Law 2006 — 2009
J.D.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Marketing, Creative Writing
Stroock & Stroock & Lavan LLP January 2010 - Present
The Ferraro Law Firm September 2009 - December 2009
Stroock & Stroock & Lavan LLP May 2008 - August 2008
US Securities and Exchange Commission January 2008 - April 2008
US Securities and Exchange Commission May 2007 - August 2007
Banc of America Securities 2006 - 2006
Banc of America Securities 2006 - 2006
Lehman Brothers 2003 - 2003
Skills
Legal Research, Litigation, Corporate Law, Civil Litigation
Education
Emory University School of Law 2006 — 2009
J.D.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Marketing, Creative Writing
Luis Valcazar's Banc of America Securities Experience January 2006 - June 2007
Job Audio Design/ Executive Assistant
Industry Music
Experience
LAV Productions September 2003 - Present
Dolby Laboratories March 2015 - May 2015
Bank of America Merrill Lynch July 2012 - October 2014
Homestead High School Marching Band and Colorguard August 2007 - August 2012
Merrill Lynch August 2007 - September 2009
Banc of America Securities January 2006 - June 2007
Conservation & Liquidation Office August 2001 - February 2005
NextMonet.com August 2000 - February 2001
Superior National Insurance Company February 1996 - January 1999
Skills
Administrative..., Management, Training, Budgets, Software Documentation, Editing, Process Scheduler, Spreadsheets, Microsoft Word, Insurance, Calendars, Outlook, Administrative...
Education
Institute of Audio Research NYC 2005 — 2006
Audio Design
Evergreen Valley College 1994 — 1995
LAV Productions September 2003 - Present
Dolby Laboratories March 2015 - May 2015
Bank of America Merrill Lynch July 2012 - October 2014
Homestead High School Marching Band and Colorguard August 2007 - August 2012
Merrill Lynch August 2007 - September 2009
Banc of America Securities January 2006 - June 2007
Conservation & Liquidation Office August 2001 - February 2005
NextMonet.com August 2000 - February 2001
Superior National Insurance Company February 1996 - January 1999
Skills
Administrative..., Management, Training, Budgets, Software Documentation, Editing, Process Scheduler, Spreadsheets, Microsoft Word, Insurance, Calendars, Outlook, Administrative...
Education
Institute of Audio Research NYC 2005 — 2006
Audio Design
Evergreen Valley College 1994 — 1995
Corum McNealy's Banc of America Securities Experience February 2004 - May 2009
Job Director, Corporate Development at Quintiles
Industry Pharmaceuticals
Experience
Quintiles May 2011 - Present
Lazard Middle Market June 2010 - August 2010
Banc of America Securities February 2004 - May 2009
The Transportation Group November 2001 - August 2003
Skills
Corporate Development, Strategic Partnerships, Financial Modeling, Healthcare, Business Development, Valuation, Mergers & Acquisitions, Strategic Planning, Investment Banking, Strategy, Cross-functional Team..., Pharmaceutical Industry, Mergers, Clinical Trials, Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Certificate in Health Sector Management
Duke University 1997 — 2001
BS, Biology, Economics
Bronx High School of Science 1993 — 1997
Quintiles May 2011 - Present
Lazard Middle Market June 2010 - August 2010
Banc of America Securities February 2004 - May 2009
The Transportation Group November 2001 - August 2003
Skills
Corporate Development, Strategic Partnerships, Financial Modeling, Healthcare, Business Development, Valuation, Mergers & Acquisitions, Strategic Planning, Investment Banking, Strategy, Cross-functional Team..., Pharmaceutical Industry, Mergers, Clinical Trials, Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Certificate in Health Sector Management
Duke University 1997 — 2001
BS, Biology, Economics
Bronx High School of Science 1993 — 1997
Ariel Glorioso's Banc of America Securities Experience October 2000 - November 2002
Job Marketing Manager, Digitas Health
Industry Pharmaceuticals
Experience
Digitas Health September 2012 - Present
Publicis Healthcare Communications Group January 2011 - September 2012
Gerson Lehrman Group April 2008 - July 2008
Bristol-Myers Squibb November 2004 - October 2007
Bristol-Myers Squibb November 2002 - November 2004
Banc of America Securities October 2000 - November 2002
Education
Emory University 1996 — 2000
B.A., Economics
Digitas Health September 2012 - Present
Publicis Healthcare Communications Group January 2011 - September 2012
Gerson Lehrman Group April 2008 - July 2008
Bristol-Myers Squibb November 2004 - October 2007
Bristol-Myers Squibb November 2002 - November 2004
Banc of America Securities October 2000 - November 2002
Education
Emory University 1996 — 2000
B.A., Economics
Jack Kershaw's Banc of America Securities Experience June 2004 - August 2004
Job Vice President, Futures & Options Sales and Trading at JPMorgan
Industry Investment Banking
Experience
JPMorgan March 2008 - Present
Dresdner Kleinwort 2005 - 2007
Banc of America Securities June 2004 - August 2004
Skills
Hedge Funds, Commodity Markets, Fixed Income, Global Macro, Options, Futures, Electronic Trading, Bloomberg, Equities, Derivatives, Trading Systems, Equity Derivatives, FX Options, Foreign Exchange, Prime Brokerage
Education
Fairfield University 2001 — 2005
BA, English
Loyola School 1997 — 2001
JPMorgan March 2008 - Present
Dresdner Kleinwort 2005 - 2007
Banc of America Securities June 2004 - August 2004
Skills
Hedge Funds, Commodity Markets, Fixed Income, Global Macro, Options, Futures, Electronic Trading, Bloomberg, Equities, Derivatives, Trading Systems, Equity Derivatives, FX Options, Foreign Exchange, Prime Brokerage
Education
Fairfield University 2001 — 2005
BA, English
Loyola School 1997 — 2001
Veronica L. BELTRAN's Banc of America Securities Experience 1999 - 2005
Job EA at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 2005 - Present
Banc of America Securities 1999 - 2005
Burberry September 1995 - December 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Investments, Equities, Due Diligence, Bloomberg, Financial Services, Fitness Training, Yoga Instruction, Mindfulness Meditation
Education
Fashion Institute of Technology 1990 — 1995
BACHELOR, Display & Exhibit Design/Restoration Studies
UBS Investment Bank October 2005 - Present
Banc of America Securities 1999 - 2005
Burberry September 1995 - December 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Investments, Equities, Due Diligence, Bloomberg, Financial Services, Fitness Training, Yoga Instruction, Mindfulness Meditation
Education
Fashion Institute of Technology 1990 — 1995
BACHELOR, Display & Exhibit Design/Restoration Studies
Matthew Doran's Banc of America Securities Experience August 2005 - July 2007
Job Institutional Fixed Income Sales at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2011 - Present
J.P. Morgan Securities July 2007 - January 2011
Banc of America Securities August 2005 - July 2007
Skills
Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Series 63
Education
Fordham University
B.S., College of the Business Administration, Finance
RBC Capital Markets January 2011 - Present
J.P. Morgan Securities July 2007 - January 2011
Banc of America Securities August 2005 - July 2007
Skills
Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Series 63
Education
Fordham University
B.S., College of the Business Administration, Finance
Doug Bollermann's Banc of America Securities Experience April 1999 - April 2008
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2008 - Present
Banc of America Securities April 1999 - April 2008
First Union Securities April 1998 - April 1999
NationsBanc Montgomery Securities April 1996 - April 1998
Chase Securities August 1993 - April 1996
Andersen Consulting March 1988 - May 1991
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
University of Arizona 1984 — 1987
BSBA
TIAA-CREF May 2008 - Present
Banc of America Securities April 1999 - April 2008
First Union Securities April 1998 - April 1999
NationsBanc Montgomery Securities April 1996 - April 1998
Chase Securities August 1993 - April 1996
Andersen Consulting March 1988 - May 1991
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
University of Arizona 1984 — 1987
BSBA
Marcy Callahan's Banc of America Securities Experience November 2005 - February 2008
Job Legal Assistant at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP February 2008 - Present
Banc of America Securities November 2005 - February 2008
Education
Fordham University 1997 — 2001
BS, Communications
Gibson, Dunn & Crutcher LLP February 2008 - Present
Banc of America Securities November 2005 - February 2008
Education
Fordham University 1997 — 2001
BS, Communications
Chris Allabashi's Banc of America Securities Experience May 2005 - July 2007
Job Vice President Real Estate Capital Markets at Wells Fargo
Industry Real Estate
Experience
Wells Fargo September 2007 - Present
Banc of America Securities May 2005 - July 2007
Banc of America Securities August 1999 - April 2005
Cumberland Consulting, LLC May 1995 - August 1997
Kennedy Covington Lobdell & Hickman May 1993 - April 1995
Kelley Drye & Warren LLP July 1990 - April 1993
Nixon Hargrave Devans & Doyle October 1988 - June 1990
Skills
Real Estate Economics, Investments, Structured Finance, Capital Markets, Mergers & Acquisitions, Portfolio Management, Venture Capital, Finance, Loans, Due Diligence
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Strategy, Entrepreneurship
University of Michigan Law School 1985 — 1988
JD
Duke University 1981 — 1985
A.B., Political Science, Economics
Wells Fargo September 2007 - Present
Banc of America Securities May 2005 - July 2007
Banc of America Securities August 1999 - April 2005
Cumberland Consulting, LLC May 1995 - August 1997
Kennedy Covington Lobdell & Hickman May 1993 - April 1995
Kelley Drye & Warren LLP July 1990 - April 1993
Nixon Hargrave Devans & Doyle October 1988 - June 1990
Skills
Real Estate Economics, Investments, Structured Finance, Capital Markets, Mergers & Acquisitions, Portfolio Management, Venture Capital, Finance, Loans, Due Diligence
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Strategy, Entrepreneurship
University of Michigan Law School 1985 — 1988
JD
Duke University 1981 — 1985
A.B., Political Science, Economics
Harris Ackerman's Banc of America Securities Experience 2006 - 2008
Job Vice President of Mergers & Acquisitions at Tech Air
Industry Business Supplies and Equipment
Experience
Tech Air July 2014 - Present
SunSource January 2013 - June 2014
Littlejohn & Co January 2011 - January 2013
Sentinel Capital Partners 2008 - 2010
Banc of America Securities 2006 - 2008
Skills
Investment Banking, Valuation, Private Equity, Due Diligence, LBO, Investments, Financial Modeling, Financial Analysis, Leveraged Finance, Capital Markets, Hedge Funds, Venture Capital, High Yield, New Business Development, Mergers & Acquisitions, Corporate Development, Corporate Finance, M&A experience, Restructuring, Business Valuation
Education
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Management
Phillips Academy Andover 1999 — 2001
Tech Air July 2014 - Present
SunSource January 2013 - June 2014
Littlejohn & Co January 2011 - January 2013
Sentinel Capital Partners 2008 - 2010
Banc of America Securities 2006 - 2008
Skills
Investment Banking, Valuation, Private Equity, Due Diligence, LBO, Investments, Financial Modeling, Financial Analysis, Leveraged Finance, Capital Markets, Hedge Funds, Venture Capital, High Yield, New Business Development, Mergers & Acquisitions, Corporate Development, Corporate Finance, M&A experience, Restructuring, Business Valuation
Education
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Management
Phillips Academy Andover 1999 — 2001
Tommy DeMint's Banc of America Securities Experience 2001 - 2005
Job SVP Middle Market Banking & Syndicated Finance at NewBridge Bank
Industry Financial Services
Experience
NewBridge Bank 2014 - Present
CertusBank 2013 - 2014
Timberland Capital Investments 2010 - 2013
Wachvoia Securities 2005 - 2009
Banc of America Securities 2001 - 2005
Skills
Asset Management, Finance, Commercial Real Estate, Management, Valuation, Financial Modeling, Investments, Due Diligence, Real Estate Economics, Real Estate, Financial Analysis, Portfolio Management, Private Equity, Investment Properties, Capital Markets, Investment Banking, Mortgage Lending, Loans, Mergers & Acquisitions, Strategic Planning
Education
Duke University - Fuqua School of Business 2010 — 2011
Master of Business Administration (MBA)
University of South Carolina-Columbia 1996 — 2000
Bachelor of Science (BS), Finance, Real Estate, MIS
NewBridge Bank 2014 - Present
CertusBank 2013 - 2014
Timberland Capital Investments 2010 - 2013
Wachvoia Securities 2005 - 2009
Banc of America Securities 2001 - 2005
Skills
Asset Management, Finance, Commercial Real Estate, Management, Valuation, Financial Modeling, Investments, Due Diligence, Real Estate Economics, Real Estate, Financial Analysis, Portfolio Management, Private Equity, Investment Properties, Capital Markets, Investment Banking, Mortgage Lending, Loans, Mergers & Acquisitions, Strategic Planning
Education
Duke University - Fuqua School of Business 2010 — 2011
Master of Business Administration (MBA)
University of South Carolina-Columbia 1996 — 2000
Bachelor of Science (BS), Finance, Real Estate, MIS
Kevin O'Donoghue's Banc of America Securities Experience June 2005 - January 2008
Job Senior Securities Analyst at Aviva Investors
Industry Investment Management
Experience
Aviva Investors April 2008 - Present
Banc of America Securities June 2005 - January 2008
Lehman Brothers February 2004 - June 2005
Shadwell Capital January 2000 - December 2003
Skills
Fixed Income, Equity Research, Financial Modeling, Investment Management, Securities, Financial Analysis, Investments, Asset Management, Valuation, Capital Markets, Bloomberg, Equities
Education
Fordham University 2000 — 2004
Master of Business Administration (M.B.A.), Finance
University of Notre Dame 1987 — 1991
Bachelor of Arts (B.A.), English
Aviva Investors April 2008 - Present
Banc of America Securities June 2005 - January 2008
Lehman Brothers February 2004 - June 2005
Shadwell Capital January 2000 - December 2003
Skills
Fixed Income, Equity Research, Financial Modeling, Investment Management, Securities, Financial Analysis, Investments, Asset Management, Valuation, Capital Markets, Bloomberg, Equities
Education
Fordham University 2000 — 2004
Master of Business Administration (M.B.A.), Finance
University of Notre Dame 1987 — 1991
Bachelor of Arts (B.A.), English
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS