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
Kefim Simmons Kefim Simmons's Banc of America Securities Experience May 2008 - August 2008
Job Structured Oil Trading
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch March 2013 - December 2014
The Avid Agencies LLC March 2009 - June 2013
Bank of America Merrill Lynch July 2009 - February 2013
Georgetown University Athletic Department September 2006 - May 2009
Banc of America Securities May 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance/Management of New and Small Businesses
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch March 2013 - December 2014
The Avid Agencies LLC March 2009 - June 2013
Bank of America Merrill Lynch July 2009 - February 2013
Georgetown University Athletic Department September 2006 - May 2009
Banc of America Securities May 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance/Management of New and Small Businesses
Jim Reddoch, PhD Jim Reddoch, PhD's Banc of America Securities Experience 2000 - 2002
Job EVP, Research & Investments, Royalty Pharma
Industry Biotechnology
Experience
Royalty Pharma July 2008 - Present
Memorial Sloan Kettering Cancer Center April 2014 - Present
Avillion May 2014 - Present
FBR Capital Markets May 2003 - July 2008
Banc of America Securities 2000 - 2002
CIBC World Markets 1999 - 2000
UAB 1992 - 1997
Skills
Biotechnology, Equities, Investments, Private Equity, Portfolio Management, Biopharmaceuticals, Equity Research, Strategy, Due Diligence, Corporate Development, Pharmaceutical Industry, Management, Research, Valuation, Venture Capital
Education
Yale University 1997 — 1998
Postdoc, Genetics
University of Alabama at Birmingham 1992 — 1997
PhD, Biochemistry
Furman University 1987 — 1991
BA, Political Science
Mountain Brook HS 1985 — 1987
High School Diploma
Briarwood HS 1982 — 1985
None
Royalty Pharma July 2008 - Present
Memorial Sloan Kettering Cancer Center April 2014 - Present
Avillion May 2014 - Present
FBR Capital Markets May 2003 - July 2008
Banc of America Securities 2000 - 2002
CIBC World Markets 1999 - 2000
UAB 1992 - 1997
Skills
Biotechnology, Equities, Investments, Private Equity, Portfolio Management, Biopharmaceuticals, Equity Research, Strategy, Due Diligence, Corporate Development, Pharmaceutical Industry, Management, Research, Valuation, Venture Capital
Education
Yale University 1997 — 1998
Postdoc, Genetics
University of Alabama at Birmingham 1992 — 1997
PhD, Biochemistry
Furman University 1987 — 1991
BA, Political Science
Mountain Brook HS 1985 — 1987
High School Diploma
Briarwood HS 1982 — 1985
None
Athena Karp Athena Karp's Banc of America Securities Experience June 2007 - August 2007
Job CEO & Founder at HiredScore
Industry Staffing and Recruiting
Experience
HiredScore July 2012 - Present
Altaris Capital Partners August 2010 - July 2012
Bank of America Merrill Lynch June 2008 - July 2010
Banc of America Securities June 2007 - August 2007
U.S. House of Representatives August 2006 - December 2006
City of Philadelphia June 2006 - August 2006
Skills
Valuation, Private Equity, Telecommunications, Team Leadership, Investment Banking, Business Strategy, Management, Problem Solving, Financial Modeling, Capital Markets, Marketing, Strategic Thinking, Entrepreneurship, Investments, Equities, Venture Capital, Mergers & Acquisitions, M&A experience, Strategy, Finance
Education
Georgetown University 2004 — 2008
BS, International Politics
University of International Business and Economics 2007 — 2007
Chinese Language, Chinese Business
The Baldwin School 1991 — 2004
High School Diploma
HiredScore July 2012 - Present
Altaris Capital Partners August 2010 - July 2012
Bank of America Merrill Lynch June 2008 - July 2010
Banc of America Securities June 2007 - August 2007
U.S. House of Representatives August 2006 - December 2006
City of Philadelphia June 2006 - August 2006
Skills
Valuation, Private Equity, Telecommunications, Team Leadership, Investment Banking, Business Strategy, Management, Problem Solving, Financial Modeling, Capital Markets, Marketing, Strategic Thinking, Entrepreneurship, Investments, Equities, Venture Capital, Mergers & Acquisitions, M&A experience, Strategy, Finance
Education
Georgetown University 2004 — 2008
BS, International Politics
University of International Business and Economics 2007 — 2007
Chinese Language, Chinese Business
The Baldwin School 1991 — 2004
High School Diploma
Melissa Fisher Melissa Fisher's Banc of America Securities Experience July 2002 - January 2009
Job Head of FP&A, Investor Relations and Treasury at Zynga
Industry Information Technology and Services
Experience
Zynga April 2015 - Present
Image Sensing Systems, Inc. May 2014 - Present
Digital River 2013 - March 2015
Digital Generation February 2013 - February 2014
Foros Group September 2009 - March 2012
Banc of America Securities July 2002 - January 2009
Goldman Sachs 1998 - 2001
Fox Television July 1994 - July 1996
Skills
Investment Banking, Mergers, Corporate Finance, Deal Structuring, Valuation, Negotiation, Strategy, Mergers & Acquisitions, Financial Modeling, M&A experience, Due Diligence, Corporate Governance, Corporate Development, Finance, Venture Capital, Private Equity, Technology, Software, Acquisitions, Business Development, CRM, Investor Relations, Capital Markets, Competitive Analysis, Management Consulting, Financial Structuring, Investments, Start-ups, Strategic Planning, Entrepreneurship, Strategic Partnerships, Portfolio Management
Education
Harvard Business School 1996 — 1998
MBA, Business Administration and Management, General
Harvard University 1990 — 1994
A.B., Political Science and Government
Zynga April 2015 - Present
Image Sensing Systems, Inc. May 2014 - Present
Digital River 2013 - March 2015
Digital Generation February 2013 - February 2014
Foros Group September 2009 - March 2012
Banc of America Securities July 2002 - January 2009
Goldman Sachs 1998 - 2001
Fox Television July 1994 - July 1996
Skills
Investment Banking, Mergers, Corporate Finance, Deal Structuring, Valuation, Negotiation, Strategy, Mergers & Acquisitions, Financial Modeling, M&A experience, Due Diligence, Corporate Governance, Corporate Development, Finance, Venture Capital, Private Equity, Technology, Software, Acquisitions, Business Development, CRM, Investor Relations, Capital Markets, Competitive Analysis, Management Consulting, Financial Structuring, Investments, Start-ups, Strategic Planning, Entrepreneurship, Strategic Partnerships, Portfolio Management
Education
Harvard Business School 1996 — 1998
MBA, Business Administration and Management, General
Harvard University 1990 — 1994
A.B., Political Science and Government
Carle Stenmark's Banc of America Securities Experience June 2006 - August 2006
Job VMG Partners
Industry Venture Capital & Private Equity
Experience
VMG Partners July 2012 - Present
Harvard Business School Energy & Environment Club May 2011 - August 2012
Harvard Business School September 2010 - May 2012
OPOWER June 2011 - August 2011
Summit Partners July 2007 - August 2010
Banc of America Securities June 2006 - August 2006
Skills
Private Equity, Venture Capital, Financial Modeling, Due Diligence, Entrepreneurship, Valuation, Corporate Development, Mergers, Start-ups, Business Strategy, Investments, Cleantech, Investment Banking, Business Development, Financial Analysis, Competitive Analysis, Product Management, Strategic Planning, Product Marketing, Portfolio Management
Education
Harvard Business School 2010 — 2012
MBA, General Management
Harvard University 2003 — 2007
BA, Government
VMG Partners July 2012 - Present
Harvard Business School Energy & Environment Club May 2011 - August 2012
Harvard Business School September 2010 - May 2012
OPOWER June 2011 - August 2011
Summit Partners July 2007 - August 2010
Banc of America Securities June 2006 - August 2006
Skills
Private Equity, Venture Capital, Financial Modeling, Due Diligence, Entrepreneurship, Valuation, Corporate Development, Mergers, Start-ups, Business Strategy, Investments, Cleantech, Investment Banking, Business Development, Financial Analysis, Competitive Analysis, Product Management, Strategic Planning, Product Marketing, Portfolio Management
Education
Harvard Business School 2010 — 2012
MBA, General Management
Harvard University 2003 — 2007
BA, Government
Jason Robman Jason Robman's Banc of America Securities Experience September 2000 - August 2003
Job Associate General Counsel at Zendesk
Industry Computer Software
Experience
Zendesk May 2014 - Present
Recommind September 2008 - Present
Recommind 2008 - 2009
FTI Consulting, Inc. August 2007 - September 2008
LECG April 2006 - August 2007
Navigant Consulting February 2005 - April 2006
Bank of America, N.A. August 2003 - February 2005
Banc of America Securities September 2000 - August 2003
Skills
Litigation Support, Litigation, Securities, Compliance, Computer Forensics, Due Diligence, Mergers & Acquisitions, Intellectual Property, Licensing, Corporate Law, Contract Negotiation, Civil Litigation, Securities Regulation, Legal Compliance, Privacy Law, Data Privacy, Corporate Governance
Education
Golden Gate University, School of Law 1992 — 1995
Doctor of Law (J.D.)
University of California, Santa Barbara 1987 — 1991
BA, Political Science
Zendesk May 2014 - Present
Recommind September 2008 - Present
Recommind 2008 - 2009
FTI Consulting, Inc. August 2007 - September 2008
LECG April 2006 - August 2007
Navigant Consulting February 2005 - April 2006
Bank of America, N.A. August 2003 - February 2005
Banc of America Securities September 2000 - August 2003
Skills
Litigation Support, Litigation, Securities, Compliance, Computer Forensics, Due Diligence, Mergers & Acquisitions, Intellectual Property, Licensing, Corporate Law, Contract Negotiation, Civil Litigation, Securities Regulation, Legal Compliance, Privacy Law, Data Privacy, Corporate Governance
Education
Golden Gate University, School of Law 1992 — 1995
Doctor of Law (J.D.)
University of California, Santa Barbara 1987 — 1991
BA, Political Science
Linda Greub Linda Greub's Banc of America Securities Experience January 1998 - October 2000
Job Life Science & Molecular Diagnostics Strategy & Corporate Development
Industry Biotechnology
Experience
Muir Partners September 2014 - Present
LMN Ventures, LLC October 2010 - Present
RainDance Technologies 2015 - Present
Singulex June 2013 - August 2014
Novartis January 2011 - June 2013
VitaPath Genetics March 2009 - December 2009
Life Technologies / Applied Biosystems November 2004 - July 2008
Life Technologies / Applied Biosystems February 2002 - November 2004
Banc of America Securities January 1998 - October 2000
Pacific Growth Equities February 1996 - January 1998
Skills
Venture Capital, Start-up Operations, Corporate Development, Strategy, Mergers & Acquisitions, Investment Banking, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Institutional Investors, Investor Relations, Financial Analysis, Financial Modeling, Management Consulting, Strategic Partnerships, Business Development, Mergers, Start-ups, Commercialization, Business Planning, Strategic Planning, Licensing, M&A experience, Finance, Emerging Markets, Market Research, Acquisition Integration, Market Analysis, Competitive Analysis, Biopharmaceuticals, Strategic Alliances, Due Diligence, Investments, Lifesciences, Business Strategy, Private Equity, Business Valuation, Corporate Finance, Biotechnology, Entrepreneurship, Valuation, Strategic Financial..., Portfolio Management, Equities
Education
Harvard Business School 1985 — 1987
MBA
Yale University 1978 — 1982
BA
UCLA Anderson School of Management
Director Education & Certification Program
Stanford Graduate School of Business Executive Education
Mergers and Acquisitions
Harvard Law School
Program on Negotiation
Harvard Business School Executive Education
Leadership & Strategy in Pharmaceuticals & Biotech
Muir Partners September 2014 - Present
LMN Ventures, LLC October 2010 - Present
RainDance Technologies 2015 - Present
Singulex June 2013 - August 2014
Novartis January 2011 - June 2013
VitaPath Genetics March 2009 - December 2009
Life Technologies / Applied Biosystems November 2004 - July 2008
Life Technologies / Applied Biosystems February 2002 - November 2004
Banc of America Securities January 1998 - October 2000
Pacific Growth Equities February 1996 - January 1998
Skills
Venture Capital, Start-up Operations, Corporate Development, Strategy, Mergers & Acquisitions, Investment Banking, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Institutional Investors, Investor Relations, Financial Analysis, Financial Modeling, Management Consulting, Strategic Partnerships, Business Development, Mergers, Start-ups, Commercialization, Business Planning, Strategic Planning, Licensing, M&A experience, Finance, Emerging Markets, Market Research, Acquisition Integration, Market Analysis, Competitive Analysis, Biopharmaceuticals, Strategic Alliances, Due Diligence, Investments, Lifesciences, Business Strategy, Private Equity, Business Valuation, Corporate Finance, Biotechnology, Entrepreneurship, Valuation, Strategic Financial..., Portfolio Management, Equities
Education
Harvard Business School 1985 — 1987
MBA
Yale University 1978 — 1982
BA
UCLA Anderson School of Management
Director Education & Certification Program
Stanford Graduate School of Business Executive Education
Mergers and Acquisitions
Harvard Law School
Program on Negotiation
Harvard Business School Executive Education
Leadership & Strategy in Pharmaceuticals & Biotech
Deepak Bhaskaran's Banc of America Securities Experience November 2005 - April 2009
Job QA Lead at Pindrop Security
Industry Information Technology and Services
Experience
Pindrop Security June 2014 - Present
Verizon Telematics, Inc. March 2013 - May 2014
Infinite Computer Solutions November 2012 - March 2013
Tata Consultancy Services October 2011 - October 2012
Tata Consultancy Services June 2010 - October 2011
Great Lakes Institute of Management May 2009 - April 2010
Banc of America Securities November 2005 - April 2009
Tata Consultancy Services November 2003 - November 2005
Skills
Unix, Equity Trading, Project Management, Pre-sales, Financial Services, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, SQL, Business Analysis, Business Process, Quality Center, Agile Methodologies, Team Management, Testing, Management, Quality Assurance, CRM, Vendor Management
Education
CFA Institute 2009 — 2010
CFA Level I, Finance, Investments
Great Lakes Institute of Management 2009 — 2010
MBA, Finance, Strategy
University of Madras 1999 — 2003
B.E., Computer Science and Engineering
Santhome High School
Santhome High School
Pindrop Security June 2014 - Present
Verizon Telematics, Inc. March 2013 - May 2014
Infinite Computer Solutions November 2012 - March 2013
Tata Consultancy Services October 2011 - October 2012
Tata Consultancy Services June 2010 - October 2011
Great Lakes Institute of Management May 2009 - April 2010
Banc of America Securities November 2005 - April 2009
Tata Consultancy Services November 2003 - November 2005
Skills
Unix, Equity Trading, Project Management, Pre-sales, Financial Services, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, SQL, Business Analysis, Business Process, Quality Center, Agile Methodologies, Team Management, Testing, Management, Quality Assurance, CRM, Vendor Management
Education
CFA Institute 2009 — 2010
CFA Level I, Finance, Investments
Great Lakes Institute of Management 2009 — 2010
MBA, Finance, Strategy
University of Madras 1999 — 2003
B.E., Computer Science and Engineering
Santhome High School
Santhome High School
Jayanth Krishnan Jayanth Krishnan's Banc of America Securities Experience July 2007 - February 2008
Job Management Consultant
Industry Financial Services
Experience
McKinsey & Company December 2012 - Present
Bank of America June 2010 - May 2012
International Monetary Fund April 2009 - May 2010
Magnetar Capital July 2008 - March 2009
The Wharton School, University of Pennsylvania March 2008 - June 2008
Banc of America Securities July 2007 - February 2008
Merrill Lynch June 2002 - August 2002
Skills
Capital Markets, Econometrics, Corporate Finance, Operations Research, Strategy, Finance, Risk Management, Financial Economics, Asset Management, Quantitative Analytics, Monetary Policy, Asset Managment, Regulations, Financial Risk, Alternative Assets, Analytics, Equities, Financial Modeling, Hedge Funds, Investment Banking, Mergers, Portfolio Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2007
PhD, Empirical Finance and Supply Chain Management
Stanford University 2000 — 2002
MS, Financial Engineering (MS&E)
Indian Institute of Technology, Madras 1996 — 2000
B.Tech, Naval Architecture
McKinsey & Company December 2012 - Present
Bank of America June 2010 - May 2012
International Monetary Fund April 2009 - May 2010
Magnetar Capital July 2008 - March 2009
The Wharton School, University of Pennsylvania March 2008 - June 2008
Banc of America Securities July 2007 - February 2008
Merrill Lynch June 2002 - August 2002
Skills
Capital Markets, Econometrics, Corporate Finance, Operations Research, Strategy, Finance, Risk Management, Financial Economics, Asset Management, Quantitative Analytics, Monetary Policy, Asset Managment, Regulations, Financial Risk, Alternative Assets, Analytics, Equities, Financial Modeling, Hedge Funds, Investment Banking, Mergers, Portfolio Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2007
PhD, Empirical Finance and Supply Chain Management
Stanford University 2000 — 2002
MS, Financial Engineering (MS&E)
Indian Institute of Technology, Madras 1996 — 2000
B.Tech, Naval Architecture
Richard Hill's Banc of America Securities Experience July 2001 - April 2008
Job Head of CMBS & CRE Debt Research at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2013 - Present
RBS Greenwich Capital April 2010 - July 2013
Bank of America May 2009 - April 2010
Banc of America Securities July 2001 - April 2008
Skills
Real Estate, Asset Management, Investments, Portfolio Management, Investors, Real Estate Investment, Strategy, Trading, Trading Strategies, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Bloomberg, Intex, Trepp, CoStar, CDO, CLO, Research, Hedge Funds, Leveraged Finance, Leveraged Lending
Education
Georgetown University 1997 — 2001
B.S.B.A., Finance, Theology
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
Morgan Stanley July 2013 - Present
RBS Greenwich Capital April 2010 - July 2013
Bank of America May 2009 - April 2010
Banc of America Securities July 2001 - April 2008
Skills
Real Estate, Asset Management, Investments, Portfolio Management, Investors, Real Estate Investment, Strategy, Trading, Trading Strategies, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Bloomberg, Intex, Trepp, CoStar, CDO, CLO, Research, Hedge Funds, Leveraged Finance, Leveraged Lending
Education
Georgetown University 1997 — 2001
B.S.B.A., Finance, Theology
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
Michael Zacharia Michael Zacharia's Banc of America Securities Experience 2005 - October 2008
Job Director BNP Paribas Prime Brokerage
Industry Financial Services
Experience
BNP Paribas October 2008 - Present
Banc of America Securities, LLC August 2005 - December 2008
Banc of America Securities 2005 - October 2008
VP June 2003 - August 2005
Neuberger Berman (a Lehman Brothers Company) March 2000 - August 2005
Lehman-Neuberger Berman 1997 - 2005
Neuberger Berman 1997 - 2005
Prime Brokerage & Correspondent Clearing Group March 2000 - June 2003
Oppenheimer Capital March 1997 - March 2000
Cantor Fitzgerald June 1996 - March 1997
Skills
Prime Brokerage, Series 7, Collateral Management, Series 63, Series 24, Corporate Actions, Settlement, Equity Trading, Capital Markets, Swaps, Electronic Trading, Fixed Income, Equities, Hedge Funds, Options, Trading, Investments, Derivatives, Equity Derivatives, Bloomberg, Financial Markets, Currency, Bonds, Operational Risk, Portfolio Management, FINRA, Fund Administration, Relationship Management, Securities, Investment Advisory, Back Office, Trading Systems, Securities Lending, Client Services, Operational Risk..., Alternative Investments, Finance, CDS, FX Options, Middle Office, Structured Products, Mutual Funds, Financial Services
Education
Hofstra University 1986 — 1989
BBS, Marketing
Hofstra University
Bachelors of Business Administration, Marketing
Finra exams
BNP Paribas October 2008 - Present
Banc of America Securities, LLC August 2005 - December 2008
Banc of America Securities 2005 - October 2008
VP June 2003 - August 2005
Neuberger Berman (a Lehman Brothers Company) March 2000 - August 2005
Lehman-Neuberger Berman 1997 - 2005
Neuberger Berman 1997 - 2005
Prime Brokerage & Correspondent Clearing Group March 2000 - June 2003
Oppenheimer Capital March 1997 - March 2000
Cantor Fitzgerald June 1996 - March 1997
Skills
Prime Brokerage, Series 7, Collateral Management, Series 63, Series 24, Corporate Actions, Settlement, Equity Trading, Capital Markets, Swaps, Electronic Trading, Fixed Income, Equities, Hedge Funds, Options, Trading, Investments, Derivatives, Equity Derivatives, Bloomberg, Financial Markets, Currency, Bonds, Operational Risk, Portfolio Management, FINRA, Fund Administration, Relationship Management, Securities, Investment Advisory, Back Office, Trading Systems, Securities Lending, Client Services, Operational Risk..., Alternative Investments, Finance, CDS, FX Options, Middle Office, Structured Products, Mutual Funds, Financial Services
Education
Hofstra University 1986 — 1989
BBS, Marketing
Hofstra University
Bachelors of Business Administration, Marketing
Finra exams
Leslie Atanasova Leslie Atanasova's Banc of America Securities Experience 2000 - 2005
Job Experienced Executive Assistant
Industry Executive Office
Experience
Chubb May 2009 - December 2010
Winson Partners May 2008 - May 2009
Host Hotels and Resorts 2006 - 2008
Mervis Diamond Importers 2005 - 2006
Banc of America Securities 2000 - 2005
Skills
Event Planning, Social Media, PowerPoint, Social Media Marketing, Sales, Marketing Communications, Marketing, Social Networking, Microsoft Excel, Public Relations, Blogging, Leadership, Market Research, Research, Management, Customer Service, Editing, Strategic Planning, Microsoft Word, Microsoft Office, Event Management, Online Marketing, Advertising, Fundraising, Nonprofits, Marketing Strategy, Public Speaking
Education
Gemological Institute of America-New York 2003 — 2003
Graduate Diamonds, Diamond Grading
University of Mississippi 1993 — 1997
BS, Education
Chubb May 2009 - December 2010
Winson Partners May 2008 - May 2009
Host Hotels and Resorts 2006 - 2008
Mervis Diamond Importers 2005 - 2006
Banc of America Securities 2000 - 2005
Skills
Event Planning, Social Media, PowerPoint, Social Media Marketing, Sales, Marketing Communications, Marketing, Social Networking, Microsoft Excel, Public Relations, Blogging, Leadership, Market Research, Research, Management, Customer Service, Editing, Strategic Planning, Microsoft Word, Microsoft Office, Event Management, Online Marketing, Advertising, Fundraising, Nonprofits, Marketing Strategy, Public Speaking
Education
Gemological Institute of America-New York 2003 — 2003
Graduate Diamonds, Diamond Grading
University of Mississippi 1993 — 1997
BS, Education
J.T. Farley's Banc of America Securities Experience June 2005 - February 2008
Job
Industry Capital Markets
Experience
ITG May 2009 - Present
CLSA Asia Pacific March 2008 - December 2008
Banc of America Securities June 2005 - February 2008
E*TRADE Financial 2001 - 2003
Upside.com 2000 - 2001
CNBC International 1996 - 2000
IOM 1992 - 1993
Skills
FINRA Series 7, 24, 63, Financial Markets, Investor Relations, Hedge Funds, Mandarin, Corporate Communications, Media Relations, Editing, Writing, Electronic Trading, Equities, Securities, Equity Research, Public Relations, Capital Markets, Investments
Education
New York University 2003 — 2005
MBA
The University of Hong Kong 1995 — 1997
M.A.
Georgetown University 1991 — 1994
B.S.
National Taiwan Normal University 1993 — 1993
ITG May 2009 - Present
CLSA Asia Pacific March 2008 - December 2008
Banc of America Securities June 2005 - February 2008
E*TRADE Financial 2001 - 2003
Upside.com 2000 - 2001
CNBC International 1996 - 2000
IOM 1992 - 1993
Skills
FINRA Series 7, 24, 63, Financial Markets, Investor Relations, Hedge Funds, Mandarin, Corporate Communications, Media Relations, Editing, Writing, Electronic Trading, Equities, Securities, Equity Research, Public Relations, Capital Markets, Investments
Education
New York University 2003 — 2005
MBA
The University of Hong Kong 1995 — 1997
M.A.
Georgetown University 1991 — 1994
B.S.
National Taiwan Normal University 1993 — 1993
Srikanth (Sri) Malladi Srikanth (Sri) Malladi's Banc of America Securities Experience June 2008 - August 2008
Job Director at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York September 2014 - Present
Hertz August 2012 - September 2014
Macquarie Capital April 2011 - December 2012
Bank of America Merrill Lynch August 2009 - 2010
The Duschossois Group March 2009 - June 2009
Banc of America Securities June 2008 - August 2008
Microsoft June 2002 - August 2007
Convergys Corporation June 2001 - June 2003
Skills
Industrials, Investment Banking, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Business Strategy, Competitive Analysis, Corporate Development, Client Interfacing, M&A experience, Strategic Planning, Management, Mentoring, High Yield Bonds, IPO, New Business Development, Product Management, Business Development, Finance, Analysis, Program Management, Market Research, Leadership, Integration, Equities, Strategy, Mergers & Acquisitions, Venture Capital, Capital Markets, Acquisitions, Financial Structuring, LBO, Emerging Markets, Acquisition Integration, Divestitures
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship, Accounting
University of Cincinnati 1998 — 2001
Masters of Engineering, Computer Engineering
Indian Institute of Technology, Madras 1994 — 1998
B.Tech, Metallurgical Engineering
Federal Reserve Bank of New York September 2014 - Present
Hertz August 2012 - September 2014
Macquarie Capital April 2011 - December 2012
Bank of America Merrill Lynch August 2009 - 2010
The Duschossois Group March 2009 - June 2009
Banc of America Securities June 2008 - August 2008
Microsoft June 2002 - August 2007
Convergys Corporation June 2001 - June 2003
Skills
Industrials, Investment Banking, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Business Strategy, Competitive Analysis, Corporate Development, Client Interfacing, M&A experience, Strategic Planning, Management, Mentoring, High Yield Bonds, IPO, New Business Development, Product Management, Business Development, Finance, Analysis, Program Management, Market Research, Leadership, Integration, Equities, Strategy, Mergers & Acquisitions, Venture Capital, Capital Markets, Acquisitions, Financial Structuring, LBO, Emerging Markets, Acquisition Integration, Divestitures
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship, Accounting
University of Cincinnati 1998 — 2001
Masters of Engineering, Computer Engineering
Indian Institute of Technology, Madras 1994 — 1998
B.Tech, Metallurgical Engineering
Bill Cavanaugh's Banc of America Securities Experience September 1998 - May 2001
Job Director High Grade Fixed Income Trading at USBancorp Investments Inc.
Industry Financial Services
Experience
USBancorp Investments Inc. October 2012 - Present
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch February 2004 - May 2011
Banc of America Investment Services February 1995 - January 2004
Banc of America Securities September 1998 - May 2001
NationsBank Investment Services January 1992 - January 1995
Sovran Investment Services November 1989 - December 1991
Fidelity Investments June 1986 - September 1989
Skills
Finance, System Development, Offshore Software..., Project Management, User Interface Design, Trading, Trading Systems, Electronic Trading, Investments, Brokerage, Sales, Portal Development, Fixed Income, Call Center, Credit Risk, Risk Management, Operational Risk, Market Risk, Liquidity Risk, Marketing, New Business Development, New Product Ideas, New Product..., Liquidity Management, Liquidity Solutions, Funds Transfer Pricing, Interest Rate Risk..., Rating Agency Relations, Interest Rate Hedging, Trading System..., Operational Risk..., Technology Risk, Bloomberg Software, Front Office Trading..., Financial Services, Banking, Securities, Bloomberg, Credit Derivatives, Market Data
Education
Harvard College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Roxbury Latin School 1975 — 1980
B.S., Economics, Business
USBancorp Investments Inc. October 2012 - Present
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch February 2004 - May 2011
Banc of America Investment Services February 1995 - January 2004
Banc of America Securities September 1998 - May 2001
NationsBank Investment Services January 1992 - January 1995
Sovran Investment Services November 1989 - December 1991
Fidelity Investments June 1986 - September 1989
Skills
Finance, System Development, Offshore Software..., Project Management, User Interface Design, Trading, Trading Systems, Electronic Trading, Investments, Brokerage, Sales, Portal Development, Fixed Income, Call Center, Credit Risk, Risk Management, Operational Risk, Market Risk, Liquidity Risk, Marketing, New Business Development, New Product Ideas, New Product..., Liquidity Management, Liquidity Solutions, Funds Transfer Pricing, Interest Rate Risk..., Rating Agency Relations, Interest Rate Hedging, Trading System..., Operational Risk..., Technology Risk, Bloomberg Software, Front Office Trading..., Financial Services, Banking, Securities, Bloomberg, Credit Derivatives, Market Data
Education
Harvard College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Roxbury Latin School 1975 — 1980
B.S., Economics, Business
Madhur Guliani Madhur Guliani's Banc of America Securities Experience July 2008 - May 2009
Job Global IT Leader Supporting Business Growth with Technology
Industry Information Technology and Services
Experience
Harbor Freight Tools July 2013 - Present
MR Integrations Inc December 2012 - Present
Innowave Technology March 2013 - June 2013
Boart Longyear December 2010 - November 2012
Belkin July 2010 - December 2010
Alcatel-Lucent July 2009 - December 2010
Banc of America Securities July 2008 - May 2009
Alcatel-Lucent September 2000 - July 2008
Skills
ERP, Oracle E-Business Suite, Continuous Improvement, IT Outsourcing, Business Intelligence, IT Strategy, Business Process..., Global Management, Global Delivery, Change Management, IT Management, Application Development, Application Architecture, Budget Management, Data Warehouse..., Data Warehouse Strategy, Business Intelligence..., OBIEE, Cognos, Vendor Management, Software Development, Budgets, Integration, SDLC, Project Management, Oracle Applications, Outsourcing, Cross-functional Team..., CRM, Cloud Computing, Strategy, Program Management, Data Warehousing, Process Improvement, Oracle, Requirements Gathering, Management, Data Center, Business Development
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
Masters of Business Administration, Finance and Entrepreneurship
Indian Institute of Technology, Delhi 1993 — 1997
Bachelor of Technology, Engineering
Harbor Freight Tools July 2013 - Present
MR Integrations Inc December 2012 - Present
Innowave Technology March 2013 - June 2013
Boart Longyear December 2010 - November 2012
Belkin July 2010 - December 2010
Alcatel-Lucent July 2009 - December 2010
Banc of America Securities July 2008 - May 2009
Alcatel-Lucent September 2000 - July 2008
Skills
ERP, Oracle E-Business Suite, Continuous Improvement, IT Outsourcing, Business Intelligence, IT Strategy, Business Process..., Global Management, Global Delivery, Change Management, IT Management, Application Development, Application Architecture, Budget Management, Data Warehouse..., Data Warehouse Strategy, Business Intelligence..., OBIEE, Cognos, Vendor Management, Software Development, Budgets, Integration, SDLC, Project Management, Oracle Applications, Outsourcing, Cross-functional Team..., CRM, Cloud Computing, Strategy, Program Management, Data Warehousing, Process Improvement, Oracle, Requirements Gathering, Management, Data Center, Business Development
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
Masters of Business Administration, Finance and Entrepreneurship
Indian Institute of Technology, Delhi 1993 — 1997
Bachelor of Technology, Engineering
Mack Rossoff Mack Rossoff's Banc of America Securities Experience 2002 - 2007
Job Managing Director at Rossoff & Co. LLC
Industry Investment Banking
Experience
Rossoff & Company LLC 2007 - Present
Banc of America Securities 2002 - 2007
Soundview Technology Group 2000 - 2002
J.P. Morgan 1997 - 2000
Schroder & Co 1995 - 1997
Dillon Read & Co. 1992 - 1995
Wasserstein Perella 1988 - 1992
The First Boston Corporation 1982 - 1988
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Mergers & Acquisitions, Emerging Markets, Acquisitions, Securities, Fixed Income, Investor Relations, Management Consulting, Management, Strategy, Leveraged Finance, Entrepreneurship, Angel Investing, Alternative Investments, Business Valuation, Derivatives, Finance, Structured Finance, Asset Managment, Asset Management, Executive Management, Joint Ventures, Business Strategy
Education
Harvard Business School 1980 — 1982
MBA, General Management
Princeton University 1970 — 1974
AB, Philosophy
Rossoff & Company LLC 2007 - Present
Banc of America Securities 2002 - 2007
Soundview Technology Group 2000 - 2002
J.P. Morgan 1997 - 2000
Schroder & Co 1995 - 1997
Dillon Read & Co. 1992 - 1995
Wasserstein Perella 1988 - 1992
The First Boston Corporation 1982 - 1988
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Mergers & Acquisitions, Emerging Markets, Acquisitions, Securities, Fixed Income, Investor Relations, Management Consulting, Management, Strategy, Leveraged Finance, Entrepreneurship, Angel Investing, Alternative Investments, Business Valuation, Derivatives, Finance, Structured Finance, Asset Managment, Asset Management, Executive Management, Joint Ventures, Business Strategy
Education
Harvard Business School 1980 — 1982
MBA, General Management
Princeton University 1970 — 1974
AB, Philosophy
Doris Lin Doris Lin's Banc of America Securities Experience 2006 - 2008
Job CoFounder and CEO of LookMazing
Industry Apparel & Fashion
Experience
LookMazing April 2011 - Present
Accel-KKR 2008 - 2010
Banc of America Securities 2006 - 2008
Plumtree Software 2003 - 2004
Education
Harvard Business School 2010 — 2012
University of California, Berkeley 2001 — 2005
BS, Computer Science, Business Administration
LookMazing April 2011 - Present
Accel-KKR 2008 - 2010
Banc of America Securities 2006 - 2008
Plumtree Software 2003 - 2004
Education
Harvard Business School 2010 — 2012
University of California, Berkeley 2001 — 2005
BS, Computer Science, Business Administration
Steve Min Steve Min's Banc of America Securities Experience June 2004 - June 2005
Job Corporate Finance and Development
Industry Consumer Goods
Experience
Scientific Games July 2010 - July 2014
Fortress Investment Group May 2007 - April 2009
Credit Suisse June 2005 - May 2007
Banc of America Securities June 2004 - June 2005
IBM Global Services September 2002 - June 2004
Chinook Communications June 2001 - September 2001
Cambridge Strategic Management Group June 1995 - June 2000
DigitasLBi_US June 1994 - June 1995
Skills
Strategy, Strategic Planning, Analysis, Cross-functional Team..., M&A experience, Business Case Modelling, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Corporate Development, Leveraged Finance, Valuation, Due Diligence, Financial Analysis, Corporate FP&A, Entrepreneurship, New Ventures, Asset Management, Investment Banking, Consulting, Credit Analysis, Restructuring, Media, Telecommunications, Gaming Industry, Management Consulting, Hedge Funds, Capital Markets, Finance, Divestitures, Technology, New Media, Online Gaming, Project Management, Financial Reporting, Strategic Financial..., Managerial Finance, Business Strategy, Market Entry, Business Valuation, Acquisitions, Investments, Innovation Development, SQL, Microsoft Excel, PowerPoint, Business Development
Education
Harvard University
A.B.
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Stuyvesant High School
Scientific Games July 2010 - July 2014
Fortress Investment Group May 2007 - April 2009
Credit Suisse June 2005 - May 2007
Banc of America Securities June 2004 - June 2005
IBM Global Services September 2002 - June 2004
Chinook Communications June 2001 - September 2001
Cambridge Strategic Management Group June 1995 - June 2000
DigitasLBi_US June 1994 - June 1995
Skills
Strategy, Strategic Planning, Analysis, Cross-functional Team..., M&A experience, Business Case Modelling, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Corporate Development, Leveraged Finance, Valuation, Due Diligence, Financial Analysis, Corporate FP&A, Entrepreneurship, New Ventures, Asset Management, Investment Banking, Consulting, Credit Analysis, Restructuring, Media, Telecommunications, Gaming Industry, Management Consulting, Hedge Funds, Capital Markets, Finance, Divestitures, Technology, New Media, Online Gaming, Project Management, Financial Reporting, Strategic Financial..., Managerial Finance, Business Strategy, Market Entry, Business Valuation, Acquisitions, Investments, Innovation Development, SQL, Microsoft Excel, PowerPoint, Business Development
Education
Harvard University
A.B.
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Stuyvesant High School
Dwain Carryl Dwain Carryl's Banc of America Securities Experience July 2004 - November 2005
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2013 - Present
Carryl Capital Management, LLC January 2013 - September 2013
GoldenTree Asset Management August 2008 - December 2012
Merrill Lynch November 2005 - August 2008
Banc of America Securities July 2004 - November 2005
Sidoti & Company, LLC September 1999 - July 2002
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Private Equity, Investment Banking, Asset Management, Derivatives, Alternative Investments, Emerging Markets
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Harvard University 1995 — 1999
BA
U.S. Trust September 2013 - Present
Carryl Capital Management, LLC January 2013 - September 2013
GoldenTree Asset Management August 2008 - December 2012
Merrill Lynch November 2005 - August 2008
Banc of America Securities July 2004 - November 2005
Sidoti & Company, LLC September 1999 - July 2002
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Private Equity, Investment Banking, Asset Management, Derivatives, Alternative Investments, Emerging Markets
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Harvard University 1995 — 1999
BA
Robin Harris's Banc of America Securities Experience July 2004 - April 2006
Job Founder at Luxeology
Industry Retail
Experience
Luxeology July 2009 - Present
Iconix Brand Group, Inc. February 2010 - June 2011
Financo, Inc. May 2006 - July 2009
Banc of America Securities July 2004 - April 2006
Saks Fifth Avenue Enterprises March 2003 - April 2004
Merrill Lynch & Co. September 2001 - March 2003
RBC Capital Markets January 1996 - July 1999
Skills
Mergers, Due Diligence, Trading, New Business Development, Capital Markets, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships, Cross-functional Team..., Valuation, Venture Capital, Financial Analysis, Business Strategy, Private Equity, E-commerce, Negotiation, Competitive Analysis, Financial Modeling, Investments, Finance, Entrepreneurship, Executive Management, Investment Banking, Analysis, Marketing, Retail, Product Development, Licensing, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc, Comparative Government
Huron University College 1990 — 1994
BA (Hons), Political Science
Luxeology July 2009 - Present
Iconix Brand Group, Inc. February 2010 - June 2011
Financo, Inc. May 2006 - July 2009
Banc of America Securities July 2004 - April 2006
Saks Fifth Avenue Enterprises March 2003 - April 2004
Merrill Lynch & Co. September 2001 - March 2003
RBC Capital Markets January 1996 - July 1999
Skills
Mergers, Due Diligence, Trading, New Business Development, Capital Markets, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships, Cross-functional Team..., Valuation, Venture Capital, Financial Analysis, Business Strategy, Private Equity, E-commerce, Negotiation, Competitive Analysis, Financial Modeling, Investments, Finance, Entrepreneurship, Executive Management, Investment Banking, Analysis, Marketing, Retail, Product Development, Licensing, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc, Comparative Government
Huron University College 1990 — 1994
BA (Hons), Political Science
Grady Smalling's Banc of America Securities Experience 2001 - 2003
Job President, The Ranger Team
Industry Wholesale
Experience
The Ranger Team, LLC 2008 - Present
Massif Mountain Gear Company 2007 - 2008
Silver Steep Partners 2006 - 2007
75th Ranger Regiment - U.S. Army 2003 - 2006
Banc of America Securities 2001 - 2003
Education
Harvard University 1997 — 2001
BA, Economics
The Ranger Team, LLC 2008 - Present
Massif Mountain Gear Company 2007 - 2008
Silver Steep Partners 2006 - 2007
75th Ranger Regiment - U.S. Army 2003 - 2006
Banc of America Securities 2001 - 2003
Education
Harvard University 1997 — 2001
BA, Economics
Russell Hackmann's Banc of America Securities Experience 1998 - 2000
Job Managing Director at Hybrid Financial Ltd., President Hybrid Insurance Services LLC
Industry Financial Services
Experience
Hybrid Financial Ltd., Hybrid Insurance Services LLC April 2015 - Present
Harborcove Financial LLC August 2009 - April 2015
Swiss Re 2005 - 2009
Lehman Brothers 2000 - 2005
Banc of America Securities 1998 - 2000
UBS Investment Bank 1996 - 1998
Skills
Small Business, Corporate Finance, Due Diligence, Equities, Investments, Management, Mergers & Acquisitions, Insurance, Finance, Capital Markets, Strategy, Risk Management, Executive Management, Private Equity, Strategic Financial..., Credit, Financial Analysis, Hedge Funds, Funding, Loans, Valuation, Investment Banking, Business Strategy, Banking, Strategic Planning, Commercial Lending, Financial Services, Start-ups
Education
The University of Chicago 1992 — 1995
MBA, Finance
Georgetown University 1988 — 1992
BS, Foreign Service
New Trier High School 1984 — 1988
Hybrid Financial Ltd., Hybrid Insurance Services LLC April 2015 - Present
Harborcove Financial LLC August 2009 - April 2015
Swiss Re 2005 - 2009
Lehman Brothers 2000 - 2005
Banc of America Securities 1998 - 2000
UBS Investment Bank 1996 - 1998
Skills
Small Business, Corporate Finance, Due Diligence, Equities, Investments, Management, Mergers & Acquisitions, Insurance, Finance, Capital Markets, Strategy, Risk Management, Executive Management, Private Equity, Strategic Financial..., Credit, Financial Analysis, Hedge Funds, Funding, Loans, Valuation, Investment Banking, Business Strategy, Banking, Strategic Planning, Commercial Lending, Financial Services, Start-ups
Education
The University of Chicago 1992 — 1995
MBA, Finance
Georgetown University 1988 — 1992
BS, Foreign Service
New Trier High School 1984 — 1988
Hanumant Deshmukh Hanumant Deshmukh's Banc of America Securities Experience July 2002 - July 2006
Job Technical Architect
Industry Investment Banking
Experience
Bank of America April 2010 - Present
Impetus Infotech Pvt. Ltd August 2007 - April 2010
PlanetPro August 2000 - December 2006
Banc of America Securities July 2002 - July 2006
UBS Investment Bank July 2004 - June 2005
JP Morgan Chase August 2000 - December 2001
Sprint July 1999 - July 2000
Wipro Infotech Ltd July 1997 - November 1998
Skills
Java Enterprise Edition, Fixed Income
Education
Institute of Chartered Financial Analysts of India 2007 — 2009
MFA, Financial Analysis
Indian Institute of Technology (Banaras Hindu University), Varanasi 1993 — 1997
B. Tech., Computer Science and Engineering
Birla Higher Secondary School 1989 — 1992
Birla Shishu Vihar
Bank of America April 2010 - Present
Impetus Infotech Pvt. Ltd August 2007 - April 2010
PlanetPro August 2000 - December 2006
Banc of America Securities July 2002 - July 2006
UBS Investment Bank July 2004 - June 2005
JP Morgan Chase August 2000 - December 2001
Sprint July 1999 - July 2000
Wipro Infotech Ltd July 1997 - November 1998
Skills
Java Enterprise Edition, Fixed Income
Education
Institute of Chartered Financial Analysts of India 2007 — 2009
MFA, Financial Analysis
Indian Institute of Technology (Banaras Hindu University), Varanasi 1993 — 1997
B. Tech., Computer Science and Engineering
Birla Higher Secondary School 1989 — 1992
Birla Shishu Vihar
Feliciano Zapanta, Jr. Feliciano Zapanta, Jr.'s Banc of America Securities Experience 1999 - 1999
Job Principal IT Consultant | Network Security Management
Industry Computer & Network Security
Experience
znetwork consulting, inc. September 2007 - Present
Cash Edge, Inc. May 2007 - January 2008
Arrowpoint Corporation (US Dept. of Defense) 2006 - 2007
Activant Solutions 2005 - 2006
ERG Transit Systems 2004 - 2005
Tidal Software, Inc. 2001 - 2003
Go.com (a division of Disney Internet Group) 2000 - 2001
NBC Internet, Inc. 1999 - 2000
Banc of America Securities 1999 - 1999
Koret of California, Inc. 1998 - 1998
Skills
Security, Microsoft Exchange, Network Security, Firewalls
Education
University of San Francisco 2002 — 2002
Information Systems Management
Golden Gate University 1998 — 1999
Information Technology Management
Heald Institute of Technology 1996 — 1998
Global Knowledge, (ISC)2 1900 — 1900
MCSE, CCNP, CISSP
znetwork consulting, inc. September 2007 - Present
Cash Edge, Inc. May 2007 - January 2008
Arrowpoint Corporation (US Dept. of Defense) 2006 - 2007
Activant Solutions 2005 - 2006
ERG Transit Systems 2004 - 2005
Tidal Software, Inc. 2001 - 2003
Go.com (a division of Disney Internet Group) 2000 - 2001
NBC Internet, Inc. 1999 - 2000
Banc of America Securities 1999 - 1999
Koret of California, Inc. 1998 - 1998
Skills
Security, Microsoft Exchange, Network Security, Firewalls
Education
University of San Francisco 2002 — 2002
Information Systems Management
Golden Gate University 1998 — 1999
Information Technology Management
Heald Institute of Technology 1996 — 1998
Global Knowledge, (ISC)2 1900 — 1900
MCSE, CCNP, CISSP
Jeremy Fischer, CAIA Jeremy Fischer, CAIA's Banc of America Securities Experience February 2005 - April 2007
Job Vice President Fund Conversion at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2011 - Present
Omnium LLC 2007 - July 2011
Banc of America Securities February 2005 - April 2007
Bank of America 2004 - 2007
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Bloomberg, Credit Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Asset Managment, Financial Analysis, Trading, Investment Banking, FX Options, Portfolio Management, Bonds, CDS, Bloomberg Terminal, Options
Education
Loyola University of Chicago - Graduate School of Business 2004 — 2006
MBA, Finance
Illinois State University 1998 — 2002
BS, Finance and Economics
Northern Trust July 2011 - Present
Omnium LLC 2007 - July 2011
Banc of America Securities February 2005 - April 2007
Bank of America 2004 - 2007
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Bloomberg, Credit Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Asset Managment, Financial Analysis, Trading, Investment Banking, FX Options, Portfolio Management, Bonds, CDS, Bloomberg Terminal, Options
Education
Loyola University of Chicago - Graduate School of Business 2004 — 2006
MBA, Finance
Illinois State University 1998 — 2002
BS, Finance and Economics
Greg Taxin Greg Taxin's Banc of America Securities Experience September 2001 - November 2002
Job Managing Member, Spotlight Advisors, LLC
Industry Financial Services
Experience
Spotlight Advisors, LLC October 2007 - Present
Wet Seal, Inc October 2014 - Present
Ionetix Corporation October 2009 - Present
Clinton Group June 2012 - September 2014
Glass, Lewis & Co. February 2003 - March 2007
Banc of America Securities September 2001 - November 2002
Epoch Partners January 2001 - July 2002
Goldman Sachs June 1997 - January 2000
Wachtell, Lipton, Rosen & Katz June 1994 - June 1997
Education
Harvard Law School 1991 — 1994
JD
University of California, Berkeley 1987 — 1990
AB, Political Science
Spotlight Advisors, LLC October 2007 - Present
Wet Seal, Inc October 2014 - Present
Ionetix Corporation October 2009 - Present
Clinton Group June 2012 - September 2014
Glass, Lewis & Co. February 2003 - March 2007
Banc of America Securities September 2001 - November 2002
Epoch Partners January 2001 - July 2002
Goldman Sachs June 1997 - January 2000
Wachtell, Lipton, Rosen & Katz June 1994 - June 1997
Education
Harvard Law School 1991 — 1994
JD
University of California, Berkeley 1987 — 1990
AB, Political Science
Ankit Choksi Ankit Choksi's Banc of America Securities Experience July 2009 - August 2010
Job Research Associate at Campion Asset Management
Industry Investment Management
Experience
Campion Asset Management April 2013 - Present
Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch August 2010 - July 2011
Banc of America Securities July 2009 - August 2010
Skills
Bloomberg, Trading Systems, Capital Markets, Portfolio Management, Fixed Income, Securities, Financial Modeling, Middle Office, Leadership, Risk Assessment, Critical Thinking, Investments, Equities, Asset Allocation, Trading, EMT, Operations Management, Valuation, Due Diligence, Risk Management, Investment Management, Research, Microsoft Excel, Advent
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics, Nutrition Sciences
Campion Asset Management April 2013 - Present
Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch August 2010 - July 2011
Banc of America Securities July 2009 - August 2010
Skills
Bloomberg, Trading Systems, Capital Markets, Portfolio Management, Fixed Income, Securities, Financial Modeling, Middle Office, Leadership, Risk Assessment, Critical Thinking, Investments, Equities, Asset Allocation, Trading, EMT, Operations Management, Valuation, Due Diligence, Risk Management, Investment Management, Research, Microsoft Excel, Advent
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics, Nutrition Sciences
Evan Mann Evan Mann's Banc of America Securities Experience March 1993 - January 2001
Job Senior High Yield Analyst at Gimme Credit
Industry Investment Management
Experience
Gimme Credit October 2009 - Present
Credit Capital Investment January 2007 - May 2009
Gimme Credit Publications May 2002 - February 2007
Delaware Investments February 2001 - May 2003
Banc of America Securities March 1993 - January 2001
Dillon Read & Co. March 1989 - April 1993
Lord Abbett March 1985 - April 1989
Skills
Credit Analysis, High Yield, Hedge Funds, Bonds, Credit, Relative Value, Buy-side, CDS, Loans, Capital Structure, Valuation, Credit Derivatives, Trading, Fixed Income, Equities, Portfolio Management, Mutual Funds, Investment Banking, Investments, Asset Management, Private Equity, Bloomberg, Emerging Markets, Due Diligence, Capital Markets, Financial Markets, Corporate Finance, Leveraged Finance, Fundamental Analysis
Education
Hofstra University 1983 — 1986
MBA, Finance
Washington University in St. Louis - Olin Business School 1977 — 1981
BSBA, Finance, Economics
Gimme Credit October 2009 - Present
Credit Capital Investment January 2007 - May 2009
Gimme Credit Publications May 2002 - February 2007
Delaware Investments February 2001 - May 2003
Banc of America Securities March 1993 - January 2001
Dillon Read & Co. March 1989 - April 1993
Lord Abbett March 1985 - April 1989
Skills
Credit Analysis, High Yield, Hedge Funds, Bonds, Credit, Relative Value, Buy-side, CDS, Loans, Capital Structure, Valuation, Credit Derivatives, Trading, Fixed Income, Equities, Portfolio Management, Mutual Funds, Investment Banking, Investments, Asset Management, Private Equity, Bloomberg, Emerging Markets, Due Diligence, Capital Markets, Financial Markets, Corporate Finance, Leveraged Finance, Fundamental Analysis
Education
Hofstra University 1983 — 1986
MBA, Finance
Washington University in St. Louis - Olin Business School 1977 — 1981
BSBA, Finance, Economics
Bart Welch Bart Welch's Banc of America Securities Experience June 2005 - August 2005
Job SVP Global Partnerships at Rocketmiles, a Priceline Group company
Industry Management Consulting
Experience
Rocketmiles, a Priceline Group company June 2015 - Present
McKinsey & Company November 2014 - June 2015
McKinsey & Company September 2012 - November 2014
McKinsey & Company June 2011 - August 2012
McKinsey & Company May 2010 - August 2010
McKinsey & Company July 2008 - June 2010
McKinsey & Company July 2006 - June 2008
Banc of America Securities June 2005 - August 2005
Skills
PowerPoint, Access, Financial Modeling, Management Consulting, Business Strategy, Strategy, Competitive Analysis, Strategic Planning, Analytics, Financial Analysis, Entrepreneurship, Strategic Consulting, Microsoft Excel, Corporate Finance, Mergers & Acquisitions, Pricing, Market Entry, Change Management, Venture Capital, Corporate Development, Big Data, Marketing Analytics, Marketing Strategy, Direct Marketing, Loyalty Marketing, Customer Loyalty..., Loyalty Analytics, Acquisition Integration, Start-ups, Private Equity, Growth Strategies, Organizational Design, Emerging Markets
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science
Rocketmiles, a Priceline Group company June 2015 - Present
McKinsey & Company November 2014 - June 2015
McKinsey & Company September 2012 - November 2014
McKinsey & Company June 2011 - August 2012
McKinsey & Company May 2010 - August 2010
McKinsey & Company July 2008 - June 2010
McKinsey & Company July 2006 - June 2008
Banc of America Securities June 2005 - August 2005
Skills
PowerPoint, Access, Financial Modeling, Management Consulting, Business Strategy, Strategy, Competitive Analysis, Strategic Planning, Analytics, Financial Analysis, Entrepreneurship, Strategic Consulting, Microsoft Excel, Corporate Finance, Mergers & Acquisitions, Pricing, Market Entry, Change Management, Venture Capital, Corporate Development, Big Data, Marketing Analytics, Marketing Strategy, Direct Marketing, Loyalty Marketing, Customer Loyalty..., Loyalty Analytics, Acquisition Integration, Start-ups, Private Equity, Growth Strategies, Organizational Design, Emerging Markets
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science
Sonia Uppal's Banc of America Securities Experience May 2004 - August 2004
Job Senior Key Account Manager, Childrenswear at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren July 2015 - Present
Ralph Lauren August 2012 - July 2015
Havaianas February 2011 - August 2012
DKNY Jeans July 2010 - February 2011
Liz Claiborne September 2008 - July 2010
Financial Industry Regulatory Authority (FINRA, f/k/a NASD) May 2008 - August 2008
Georgetown University Law Center August 2007 - May 2008
U.S. Securities and Exchange Commission May 2007 - December 2007
NYSE Regulation, Inc. May 2006 - August 2006
Banc of America Securities May 2004 - August 2004
Skills
New Business Development, Marketing, Negotiation, Cross-functional..., Inventory Management, Market Planning, Merchandising, Competitive Analysis, Driving Sales..., Open to Buy Management, International Sales, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, SAP, AS400 system
Education
Parsons School of Design 2008 — 2009
Associate of Applied Science, Fashion Marketing
Georgetown University Law Center 2005 — 2008
Juris Doctor, Law
Loyola University Chicago 2001 — 2005
Bachelor of Business Administration, Honors, Finance
Ralph Lauren July 2015 - Present
Ralph Lauren August 2012 - July 2015
Havaianas February 2011 - August 2012
DKNY Jeans July 2010 - February 2011
Liz Claiborne September 2008 - July 2010
Financial Industry Regulatory Authority (FINRA, f/k/a NASD) May 2008 - August 2008
Georgetown University Law Center August 2007 - May 2008
U.S. Securities and Exchange Commission May 2007 - December 2007
NYSE Regulation, Inc. May 2006 - August 2006
Banc of America Securities May 2004 - August 2004
Skills
New Business Development, Marketing, Negotiation, Cross-functional..., Inventory Management, Market Planning, Merchandising, Competitive Analysis, Driving Sales..., Open to Buy Management, International Sales, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, SAP, AS400 system
Education
Parsons School of Design 2008 — 2009
Associate of Applied Science, Fashion Marketing
Georgetown University Law Center 2005 — 2008
Juris Doctor, Law
Loyola University Chicago 2001 — 2005
Bachelor of Business Administration, Honors, Finance
Randy Webb Randy Webb's Banc of America Securities Experience 1998 - 2005
Job President and CEO at Signature.
Industry Financial Services
Experience
Signature Financial Management March 2006 - Present
Banc of America Securities 1998 - 2005
Banc of America Securities 1998 - 2005
Education
Hampden-Sydney College
BA, History
William and Mary
MBA
Signature Financial Management March 2006 - Present
Banc of America Securities 1998 - 2005
Banc of America Securities 1998 - 2005
Education
Hampden-Sydney College
BA, History
William and Mary
MBA
Martin Podorsky's Banc of America Securities Experience 2005 - 2009
Job Senior Credit Analyst at Google
Industry Investment Management
Experience
Google January 2015 - Present
Mead Park Management LLC/DLAM 2013 - 2015
Credit Suisse 2010 - 2012
Banc of America Securities 2005 - 2009
Octagon Credit Investors (J.P. Morgan Partners) 2004 - 2005
Bain Capital 2003 - 2004
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Equities, Portfolio Management, Asset Management, Leveraged Finance, Bonds, High Yield Bonds, High Yield, Leveraged Lending, Fixed Income, Fixed Income Portfolio..., Fixed Income Analysis, Restructuring, Debt Restructuring, Credit Analysis, Credit Risk, Credit, Private Equity, Financial Sponsors
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor of Science, Finance, Sociology
Google January 2015 - Present
Mead Park Management LLC/DLAM 2013 - 2015
Credit Suisse 2010 - 2012
Banc of America Securities 2005 - 2009
Octagon Credit Investors (J.P. Morgan Partners) 2004 - 2005
Bain Capital 2003 - 2004
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Equities, Portfolio Management, Asset Management, Leveraged Finance, Bonds, High Yield Bonds, High Yield, Leveraged Lending, Fixed Income, Fixed Income Portfolio..., Fixed Income Analysis, Restructuring, Debt Restructuring, Credit Analysis, Credit Risk, Credit, Private Equity, Financial Sponsors
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor of Science, Finance, Sociology
Mark Hantho Mark Hantho's Banc of America Securities Experience August 2005 - 2006
Job Global Head of Equity Capital Markets at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2006 - Present
Banc of America Securities August 2005 - 2006
Morgan Stanley 1989 - 2005
Education
IMD Business School 1985 — 1986
MBA
McGill University 1979 — 1981
BS, Commerce
Deutsche Bank September 2006 - Present
Banc of America Securities August 2005 - 2006
Morgan Stanley 1989 - 2005
Education
IMD Business School 1985 — 1986
MBA
McGill University 1979 — 1981
BS, Commerce
Joseph Monks Joseph Monks's Banc of America Securities Experience July 2000 - June 2003
Job Global Head of Risk Management at MarketAxess
Industry Banking
Experience
MarketAxess July 2013 - Present
Citigroup June 2011 - June 2013
Citigroup March 2007 - January 2011
Morgan Stanley Securities Japan June 2003 - March 2007
Banc of America Securities July 2000 - June 2003
Pacific Gas and Electric Co December 1996 - July 2000
Charles Schwab Investment Management May 1995 - December 1996
Federal Reserve Bank April 1986 - May 1995
Bank of the West (BNP) July 1983 - April 1986
Skills
Internal Audit, Risk, Compliance Management, Investment Banking, Basel II, FX, Operational Risk..., Consumer Products, Sales and Trading, Equities, Fixed Income Trading, Energy Trading, Fixed Income, FX Options, Financial Risk, Commodity Markets, Portfolio Management, Capital Markets, Risk Management, Banking, Finance, Operational Risk, Leadership, Credit, Management, Asset Management, Insurance, Strategy, Investments, Securities, Trading, Emerging Markets, Financial Services
Education
Golden Gate University 1991 — 1993
Executive MBA, Banking and Finance
California State University 1980 — 1983
Bachelor of Science, Finance and Management Information Systems
MarketAxess July 2013 - Present
Citigroup June 2011 - June 2013
Citigroup March 2007 - January 2011
Morgan Stanley Securities Japan June 2003 - March 2007
Banc of America Securities July 2000 - June 2003
Pacific Gas and Electric Co December 1996 - July 2000
Charles Schwab Investment Management May 1995 - December 1996
Federal Reserve Bank April 1986 - May 1995
Bank of the West (BNP) July 1983 - April 1986
Skills
Internal Audit, Risk, Compliance Management, Investment Banking, Basel II, FX, Operational Risk..., Consumer Products, Sales and Trading, Equities, Fixed Income Trading, Energy Trading, Fixed Income, FX Options, Financial Risk, Commodity Markets, Portfolio Management, Capital Markets, Risk Management, Banking, Finance, Operational Risk, Leadership, Credit, Management, Asset Management, Insurance, Strategy, Investments, Securities, Trading, Emerging Markets, Financial Services
Education
Golden Gate University 1991 — 1993
Executive MBA, Banking and Finance
California State University 1980 — 1983
Bachelor of Science, Finance and Management Information Systems
Rebecca Kramer's Banc of America Securities Experience September 1999 - March 2001
Job Director, Conservation Acquisitions; Lead, Strategic Initiatives
Industry Environmental Services
Experience
Center for Natural Lands Management February 2010 - Present
Wine Mine June 2012 - Present
Foundation for International Environmental Law and Development January 2009 - April 2009
National Fish and Wildlife Foundation March 2001 - May 2008
Banc of America Securities September 1999 - March 2001
Skills
Policy Analysis, Policy, Research, Budgeting, Administration, Departmental Development, Program Management, Project Planning, Program Development, Collaborative Problem..., Problem Analysis, Strategic Partnerships, Leveraging Strategic..., Environmental Awareness, Budgets, Climate Change, Natural Resource..., System Administration, Ecology, Conservation Issues, Grants, Biodiversity, Environmental Science, Environmental Policy, Environmental Education
Education
St Mary's College of California - Graduate School of Economics and Business 2013 — 2015
Master of Business Administration (M.B.A.), Executive MBA
Golden Gate University, School of Law 2004 — 2008
JD - Certificate(s) of Specialization - Environmental Law, International Law, Environmental and International Law
College of Charleston 1994 — 1997
BSc, Marine Biology
Center for Natural Lands Management February 2010 - Present
Wine Mine June 2012 - Present
Foundation for International Environmental Law and Development January 2009 - April 2009
National Fish and Wildlife Foundation March 2001 - May 2008
Banc of America Securities September 1999 - March 2001
Skills
Policy Analysis, Policy, Research, Budgeting, Administration, Departmental Development, Program Management, Project Planning, Program Development, Collaborative Problem..., Problem Analysis, Strategic Partnerships, Leveraging Strategic..., Environmental Awareness, Budgets, Climate Change, Natural Resource..., System Administration, Ecology, Conservation Issues, Grants, Biodiversity, Environmental Science, Environmental Policy, Environmental Education
Education
St Mary's College of California - Graduate School of Economics and Business 2013 — 2015
Master of Business Administration (M.B.A.), Executive MBA
Golden Gate University, School of Law 2004 — 2008
JD - Certificate(s) of Specialization - Environmental Law, International Law, Environmental and International Law
College of Charleston 1994 — 1997
BSc, Marine Biology
Bruce Mumford's Banc of America Securities Experience 1989 - 1995
Job Partner, Emerging Edge Group LLC
Industry Financial Services
Experience
Emerging Edge Group LLC 2014 - Present
2100 Xenon Group March 2010 - February 2014
Mumford Capital Partners LLC 2004 - 2010
ABN AMRO Inc. 1995 - 2004
ABN AMRO Bank N.V. 1995 - 2000
Banc of America Securities 1989 - 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Investment Banking, Proprietary Trading, Prime Brokerage, Financial Services, Financial Advisory, Banking, Project Finance, Brokerage, Operational Risk..., Financial Institutions, Private Equity, Equity Derivatives, Trading, Options, Traders, Financial Markets, Trading Systems, Asset Management, Commodity, Bloomberg, Electronic Trading, Derivatives, Fund Of Funds, Portfolio Management
Education
Harvard Business School
MBA, Finance
University of Michigan
BSE, Industrial and Operations Engineering
Emerging Edge Group LLC 2014 - Present
2100 Xenon Group March 2010 - February 2014
Mumford Capital Partners LLC 2004 - 2010
ABN AMRO Inc. 1995 - 2004
ABN AMRO Bank N.V. 1995 - 2000
Banc of America Securities 1989 - 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Investment Banking, Proprietary Trading, Prime Brokerage, Financial Services, Financial Advisory, Banking, Project Finance, Brokerage, Operational Risk..., Financial Institutions, Private Equity, Equity Derivatives, Trading, Options, Traders, Financial Markets, Trading Systems, Asset Management, Commodity, Bloomberg, Electronic Trading, Derivatives, Fund Of Funds, Portfolio Management
Education
Harvard Business School
MBA, Finance
University of Michigan
BSE, Industrial and Operations Engineering
Venkatesh Reddy's Banc of America Securities Experience February 1998 - February 2002
Job Managing Partner at Zeo Capital Advisors, LLC
Industry Investment Management
Experience
Zeo Capital Advisors, LLC April 2009 - Present
Pine River Capital Management November 2007 - December 2008
Laurel Ridge Asset Management February 2002 - June 2007
Banc of America Securities February 1998 - February 2002
World Less Travelled, LLC February 2000 - September 2001
HBK Investments June 1994 - February 1997
Education
Harvard University 1991 — 1995
A.B. cum laude, Computer Science
Zeo Capital Advisors, LLC April 2009 - Present
Pine River Capital Management November 2007 - December 2008
Laurel Ridge Asset Management February 2002 - June 2007
Banc of America Securities February 1998 - February 2002
World Less Travelled, LLC February 2000 - September 2001
HBK Investments June 1994 - February 1997
Education
Harvard University 1991 — 1995
A.B. cum laude, Computer Science
Shannon Foster's Banc of America Securities Experience April 2006 - May 2007
Job Consulting at RevGen Partners
Industry Management Consulting
Experience
RevGen Partners May 2014 - Present
Breo Solutions April 2013 - May 2014
Cbeyond July 2010 - February 2013
Equifax April 2008 - July 2010
Thomson Reuters May 2007 - April 2008
Banc of America Securities April 2006 - May 2007
Skills
Consulting, Analytics, Process Improvement, SDLC, Business Analysis, Project Management, Account Management, CRM, Business Intelligence, Access, Cross-functional Team..., Business Process..., Leadership, Financial Analysis, Analysis, Management, SharePoint, Training, Telecommunications, Strategic Planning, Software Documentation, Visio, Program Management, ERP, Risk Management, Requirements Gathering, Project Planning, Six Sigma, Mergers & Acquisitions, Integration, Business Process, Management Consulting, Oracle E-Business Suite, Data Analysis, Professional Services, Requirements Analysis, PMO, Agile Methodologies
Education
Georgia Institute of Technology
B.S. Management, Finance
Bishop Kenny High School
RevGen Partners May 2014 - Present
Breo Solutions April 2013 - May 2014
Cbeyond July 2010 - February 2013
Equifax April 2008 - July 2010
Thomson Reuters May 2007 - April 2008
Banc of America Securities April 2006 - May 2007
Skills
Consulting, Analytics, Process Improvement, SDLC, Business Analysis, Project Management, Account Management, CRM, Business Intelligence, Access, Cross-functional Team..., Business Process..., Leadership, Financial Analysis, Analysis, Management, SharePoint, Training, Telecommunications, Strategic Planning, Software Documentation, Visio, Program Management, ERP, Risk Management, Requirements Gathering, Project Planning, Six Sigma, Mergers & Acquisitions, Integration, Business Process, Management Consulting, Oracle E-Business Suite, Data Analysis, Professional Services, Requirements Analysis, PMO, Agile Methodologies
Education
Georgia Institute of Technology
B.S. Management, Finance
Bishop Kenny High School
Michael Paek Michael Paek's Banc of America Securities Experience 2006 - 2007
Job Blue Anchor Capital
Industry Investment Management
Experience
Blue Anchor Capital January 2015 - Present
Danziger Family Investments, LLC 2013 - December 2014
Sigma Capital October 2008 - May 2011
Evercore Partners March 2007 - October 2008
Banc of America Securities 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Hedge Funds, Private Equity
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Georgetown University - The McDonough School of Business 2002 — 2006
Blue Anchor Capital January 2015 - Present
Danziger Family Investments, LLC 2013 - December 2014
Sigma Capital October 2008 - May 2011
Evercore Partners March 2007 - October 2008
Banc of America Securities 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Hedge Funds, Private Equity
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Georgetown University - The McDonough School of Business 2002 — 2006
David DeRuff David DeRuff's Banc of America Securities Experience 1999 - 1999
Job Partner at DBO Partners
Industry Investment Banking
Experience
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Robert Phillips, CFA Robert Phillips, CFA's Banc of America Securities Experience 2006 - 2008
Job Director – Sales (Customer Value) at AYASDI
Industry Financial Services
Experience
AYASDI 2014 - Present
Thomson Reuters 2011 - 2013
Thomson Reuters 2009 - 2011
Rexnord Industries 2009 - 2009
Banc of America Securities 2006 - 2008
Citigroup 2005 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Investment Management, Financial Analysis, Business Development, Financial Modeling, Building Relationships, Account Management, Sales, Data Science, Predictive Analytics, Python, Management Consulting, Due Diligence, Alternative Investments, Corporate Finance, Management
Education
General Assembly
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.)
University of Wisconsin-Madison
Bachelor of Arts (BA)
AYASDI 2014 - Present
Thomson Reuters 2011 - 2013
Thomson Reuters 2009 - 2011
Rexnord Industries 2009 - 2009
Banc of America Securities 2006 - 2008
Citigroup 2005 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Investment Management, Financial Analysis, Business Development, Financial Modeling, Building Relationships, Account Management, Sales, Data Science, Predictive Analytics, Python, Management Consulting, Due Diligence, Alternative Investments, Corporate Finance, Management
Education
General Assembly
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.)
University of Wisconsin-Madison
Bachelor of Arts (BA)
Kristy LeGrande Kristy LeGrande's Banc of America Securities Experience 2000 - 2001
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates 2001 - Present
Banc of America Securities 2000 - 2001
Chase Securities 1998 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (M.B.A.)
Harvard College 1989 — 1993
Bachelor's degree, Economics
Cambridge Associates 2001 - Present
Banc of America Securities 2000 - 2001
Chase Securities 1998 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (M.B.A.)
Harvard College 1989 — 1993
Bachelor's degree, Economics
Chris Wolff's Banc of America Securities Experience 2000 - 2003
Job Personal and Business Financial Services
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services March 2015 - Present
Altium Wealth Management, LLC June 2011 - March 2015
Erik Olsen Financial June 2006 - June 2011
Banc of America Securities 2000 - 2003
Cowen 1997 - 2000
Thomson Financial 1994 - 1997
Education
Georgetown University
BS, Finance & International Business
Rye Garnets
Charter Oak Insurance and Financial Services March 2015 - Present
Altium Wealth Management, LLC June 2011 - March 2015
Erik Olsen Financial June 2006 - June 2011
Banc of America Securities 2000 - 2003
Cowen 1997 - 2000
Thomson Financial 1994 - 1997
Education
Georgetown University
BS, Finance & International Business
Rye Garnets
Brendon Durkin Brendon Durkin's Banc of America Securities Experience 2004 - 2005
Job General Manager at GeorgiaPacific LLC
Industry Consumer Goods
Experience
Georgia-Pacific LLC 2014 - Present
Georgia-Pacific LLC 2010 - 2014
Jones Day 2008 - 2010
Banc of America Securities 2004 - 2005
Skills
Mergers, Due Diligence, Financial Modeling, Corporate Law, Private Equity, Valuation, Finance, Negotiation, Strategic Planning, Legal Writing, Corporate Governance, Joint Ventures, Corporate Finance, Contract Negotiation, Intellectual Property, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business
BBA
Georgetown University Law Center
JD
Georgia-Pacific LLC 2014 - Present
Georgia-Pacific LLC 2010 - 2014
Jones Day 2008 - 2010
Banc of America Securities 2004 - 2005
Skills
Mergers, Due Diligence, Financial Modeling, Corporate Law, Private Equity, Valuation, Finance, Negotiation, Strategic Planning, Legal Writing, Corporate Governance, Joint Ventures, Corporate Finance, Contract Negotiation, Intellectual Property, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business
BBA
Georgetown University Law Center
JD
Aaron Vaughn, CFA, CPA Aaron Vaughn, CFA, CPA's Banc of America Securities Experience May 2002 - July 2002
Job Portfolio Manager and Senior Investment Analyst at MidContinent Capital
Industry Investment Management
Experience
Mid-Continent Capital April 2012 - Present
Edward Jones March 2006 - April 2012
Robert W. Baird 2003 - 2005
Banc of America Securities May 2002 - July 2002
State Farm Insurance 1997 - 2001
National City Bank 1995 - 1997
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA
Illinois State University 1989 — 1995
BS, Finance
University High
Mid-Continent Capital April 2012 - Present
Edward Jones March 2006 - April 2012
Robert W. Baird 2003 - 2005
Banc of America Securities May 2002 - July 2002
State Farm Insurance 1997 - 2001
National City Bank 1995 - 1997
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA
Illinois State University 1989 — 1995
BS, Finance
University High
Ridhi Tariyal's Banc of America Securities Experience 2002 - 2003
Job CoFounder NextGen Jane
Industry Biotechnology
Experience
NextGen Jane 2014 - Present
Harvard Business School September 2013 - November 2014
Broad Institute May 2011 - August 2013
Ujala June 2010 - March 2011
Embrace 2009 - 2009
Third Rock Ventures 2008 - 2008
Bristol-Myers Squibb 2006 - 2007
Bristol-Myers Squibb 2005 - 2006
Navigant Consulting 2004 - 2005
Banc of America Securities 2002 - 2003
Skills
Strategy, Venture Capital, Due Diligence, Healthcare, Financial Modeling, Analysis, Management Consulting, Business Strategy, Biotechnology, Cross-functional Team..., Strategic Planning, Business Planning, Management, Mentoring, Operations Management, Project Portfolio..., Data Analysis, Entrepreneurship, Program Management, Product Management, Competitive Analysis
Education
Harvard Business School 2007 — 2009
MBA
Massachusetts Institute of Technology 2009 — 2010
SM, Biomedical Enterprise
Georgia Institute of Technology 1998 — 2002
B.S., Industrial Engineering
NextGen Jane 2014 - Present
Harvard Business School September 2013 - November 2014
Broad Institute May 2011 - August 2013
Ujala June 2010 - March 2011
Embrace 2009 - 2009
Third Rock Ventures 2008 - 2008
Bristol-Myers Squibb 2006 - 2007
Bristol-Myers Squibb 2005 - 2006
Navigant Consulting 2004 - 2005
Banc of America Securities 2002 - 2003
Skills
Strategy, Venture Capital, Due Diligence, Healthcare, Financial Modeling, Analysis, Management Consulting, Business Strategy, Biotechnology, Cross-functional Team..., Strategic Planning, Business Planning, Management, Mentoring, Operations Management, Project Portfolio..., Data Analysis, Entrepreneurship, Program Management, Product Management, Competitive Analysis
Education
Harvard Business School 2007 — 2009
MBA
Massachusetts Institute of Technology 2009 — 2010
SM, Biomedical Enterprise
Georgia Institute of Technology 1998 — 2002
B.S., Industrial Engineering
Eric Phelan's Banc of America Securities Experience 2006 - 2006
Job CoHacker at Gathered Events
Industry Computer Software
Experience
Gathered Events March 2014 - July 2014
Springshot Inc. March 2012 - April 2014
Kunst & Seele July 2010 - December 2011
Harvard University July 2008 - July 2010
Lehman Brothers 2007 - 2008
Banc of America Securities 2006 - 2006
Skills
Entrepreneurship, Qualitative Research, Data Analysis, Lifesciences, Stata, Research, Financial Modeling, Venture Capital, Fundraising, Economics, Analysis, Valuation, Business Strategy, Investment Banking, Capital Markets, Project Management, Software Development, PHP, User Interface Design, JavaScript, MySQL, Web Applications, Analytics, Start-ups, Management Consulting, Corporate Development
Education
Harvard University 2003 — 2007
Bachelor of Arts (BA), Economics
Andover
Gathered Events March 2014 - July 2014
Springshot Inc. March 2012 - April 2014
Kunst & Seele July 2010 - December 2011
Harvard University July 2008 - July 2010
Lehman Brothers 2007 - 2008
Banc of America Securities 2006 - 2006
Skills
Entrepreneurship, Qualitative Research, Data Analysis, Lifesciences, Stata, Research, Financial Modeling, Venture Capital, Fundraising, Economics, Analysis, Valuation, Business Strategy, Investment Banking, Capital Markets, Project Management, Software Development, PHP, User Interface Design, JavaScript, MySQL, Web Applications, Analytics, Start-ups, Management Consulting, Corporate Development
Education
Harvard University 2003 — 2007
Bachelor of Arts (BA), Economics
Andover
Alex Golbin, CFA Alex Golbin, CFA's Banc of America Securities Experience February 2005 - August 2005
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock August 2005 - Present
Banc of America Securities February 2005 - August 2005
Lehman Brothers 1994 - 2005
Siemens October 1991 - March 1994
Revelation Technologies 1989 - 1991
Skills
Valuation, Business Process, MBS, Fixed Income, Hedge Funds, Bonds, Trading Systems, Derivatives, Investments, Capital Markets, Reference Data, Market Data, Equities, Credit Derivatives, Investment Banking
Education
Hofstra University 1992 — 1996
MS, Computer Science
BlackRock August 2005 - Present
Banc of America Securities February 2005 - August 2005
Lehman Brothers 1994 - 2005
Siemens October 1991 - March 1994
Revelation Technologies 1989 - 1991
Skills
Valuation, Business Process, MBS, Fixed Income, Hedge Funds, Bonds, Trading Systems, Derivatives, Investments, Capital Markets, Reference Data, Market Data, Equities, Credit Derivatives, Investment Banking
Education
Hofstra University 1992 — 1996
MS, Computer Science
Anne Gregg's Banc of America Securities Experience July 2004 - April 2009
Job Litigation Support Financial Services
Industry Financial Services
Experience
The Pemberton Group August 2012 - Present
Westwood Capital September 2009 - September 2014
Banc of America Securities July 2004 - April 2009
Motion Media Technology 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Modeling, New Business Development, Financial Accounting, Capital Markets, Financial Forecasting, M&A execution, Financial Advisory, Start-ups, Private Equity, Hospitality Industry, Real Estate, Financial Institutions, Financial Technology, Dog Behavior, Business Strategy, Entrepreneurship, Budget Reconciliation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Corporate Finance
Hollins University
B.A., Political Science
McLean High School
Country Day School
The Pemberton Group August 2012 - Present
Westwood Capital September 2009 - September 2014
Banc of America Securities July 2004 - April 2009
Motion Media Technology 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Modeling, New Business Development, Financial Accounting, Capital Markets, Financial Forecasting, M&A execution, Financial Advisory, Start-ups, Private Equity, Hospitality Industry, Real Estate, Financial Institutions, Financial Technology, Dog Behavior, Business Strategy, Entrepreneurship, Budget Reconciliation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Corporate Finance
Hollins University
B.A., Political Science
McLean High School
Country Day School
David Maher David Maher's Banc of America Securities Experience 2005 - 2009
Job at HSBC
Industry Financial Services
Experience
HSBC October 2014 - Present
J.P. Morgan January 2014 - October 2014
Guggenheim Securities September 2009 - December 2013
Banc of America Securities 2005 - 2009
Skills
Series 7, Hedge Funds, Equities, Investments, Capital Markets, Series 63, Equity Research, Trading, Options, Electronic Trading, Series 24, Series 4, Auto Racing, FINRA, Fixed Income, Private Equity, Wealth Management, Prioritize Workload, Regulatory Compliance
Education
Georgetown University 1993 — 1997
Bachelor of Arts (BA), Political Science
HSBC October 2014 - Present
J.P. Morgan January 2014 - October 2014
Guggenheim Securities September 2009 - December 2013
Banc of America Securities 2005 - 2009
Skills
Series 7, Hedge Funds, Equities, Investments, Capital Markets, Series 63, Equity Research, Trading, Options, Electronic Trading, Series 24, Series 4, Auto Racing, FINRA, Fixed Income, Private Equity, Wealth Management, Prioritize Workload, Regulatory Compliance
Education
Georgetown University 1993 — 1997
Bachelor of Arts (BA), Political Science
Brian Nogg's Banc of America Securities Experience August 2000 - June 2004
Job CFO/Treasurer at IGo Van and Storage Co.An Agent of United Van Lines
Industry Transportation/Trucking/Railroad
Experience
I-Go Van and Storage Co.-An Agent of United Van Lines March 2009 - Present
I-Go Van and Storage Co.-An Agent of United Van Lines June 2004 - March 2009
Banc of America Securities August 2000 - June 2004
Skills
Financial Analysis, Profit & Loss Management, Employee Benefits, Efficiency Improvement, Advertising, Social Media Marketing, Relocation, Business Analysis, Business Strategy, New Business Development, Small Business, Negotiation, Purchasing, Financial Reporting, Customer Service, Microsoft Office, Insurance, Investments, Strategic Planning, Budgeting, Account Management, Contract Negotiation, Team Building, Sales Management, Problem Solving, Logistics, Coaching, Public Speaking, Excel, Business Planning, Trucking, Budgets, Transportation, Finance, Operations Management, P&L Management, Real Estate, Start-ups, Training, Business Development, Management
Education
Indiana University - Kelley School of Business 1996 — 2000
Bachelor of Science, Business Administration
Indiana University Bloomington 1996 — 2000
Business Administration, Business
Indiana University Bloomington 1996 — 2000
Indiana University Bloomington 1996 — 2000
Burke High School
I-Go Van and Storage Co.-An Agent of United Van Lines March 2009 - Present
I-Go Van and Storage Co.-An Agent of United Van Lines June 2004 - March 2009
Banc of America Securities August 2000 - June 2004
Skills
Financial Analysis, Profit & Loss Management, Employee Benefits, Efficiency Improvement, Advertising, Social Media Marketing, Relocation, Business Analysis, Business Strategy, New Business Development, Small Business, Negotiation, Purchasing, Financial Reporting, Customer Service, Microsoft Office, Insurance, Investments, Strategic Planning, Budgeting, Account Management, Contract Negotiation, Team Building, Sales Management, Problem Solving, Logistics, Coaching, Public Speaking, Excel, Business Planning, Trucking, Budgets, Transportation, Finance, Operations Management, P&L Management, Real Estate, Start-ups, Training, Business Development, Management
Education
Indiana University - Kelley School of Business 1996 — 2000
Bachelor of Science, Business Administration
Indiana University Bloomington 1996 — 2000
Business Administration, Business
Indiana University Bloomington 1996 — 2000
Indiana University Bloomington 1996 — 2000
Burke High School
Eric J. Wright Eric J. Wright's Banc of America Securities Experience November 1997 - June 2005
Job Operations Analyst at McKesson Financial Applications
Industry Information Technology and Services
Experience
Magenic August 2015 - Present
Direct Partners July 2006 - June 2013
Banc of America Securities November 1997 - June 2005
Skills
T-SQL, Java, Databases, SQL, Microsoft SQL Server, HTML, SSIS, JavaScript, MySQL, ASP.NET, Web Development, XML, CSS, Access, Software Documentation, Database Marketing, ETL, Database Design, Visio, Web Applications
Education
Humboldt State University 1993 — 1997
B.S., Marketing
Magenic August 2015 - Present
Direct Partners July 2006 - June 2013
Banc of America Securities November 1997 - June 2005
Skills
T-SQL, Java, Databases, SQL, Microsoft SQL Server, HTML, SSIS, JavaScript, MySQL, ASP.NET, Web Development, XML, CSS, Access, Software Documentation, Database Marketing, ETL, Database Design, Visio, Web Applications
Education
Humboldt State University 1993 — 1997
B.S., Marketing
Art McMahon Art McMahon's Banc of America Securities Experience 1998 - 2004
Job Managing Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management 2004 - Present
Banc of America Securities 1998 - 2004
Skills
Options, Valuation, Financial Modeling, Corporate Finance, Bonds, LBO, Finance, Capital Markets, High Yield, Investment Strategies, Financial Structuring, Risk Management, Leveraged Finance, Structured Products, Investment Management, Strategy, Private Equity, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Structured Finance, Asset Management, Alternative Investments, Financial Services, Credit Analysis, Bloomberg, Fixed Income, Investment Banking, Investments, Hedge Funds, Asset Allocation, Due Diligence, Securities, Derivatives
Education
Harvard University
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Babson Capital Management 2004 - Present
Banc of America Securities 1998 - 2004
Skills
Options, Valuation, Financial Modeling, Corporate Finance, Bonds, LBO, Finance, Capital Markets, High Yield, Investment Strategies, Financial Structuring, Risk Management, Leveraged Finance, Structured Products, Investment Management, Strategy, Private Equity, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Structured Finance, Asset Management, Alternative Investments, Financial Services, Credit Analysis, Bloomberg, Fixed Income, Investment Banking, Investments, Hedge Funds, Asset Allocation, Due Diligence, Securities, Derivatives
Education
Harvard University
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Christen Palmore Jarquin Christen Palmore Jarquin's Banc of America Securities Experience January 2000 - March 2002
Job Client Service Manager Adecco Onsite Stryker
Industry Staffing and Recruiting
Experience
Adecco November 2010 - Present
CoWorx Staffing Services February 2009 - November 2010
Party Rental Ltd April 2008 - December 2008
Randstad November 2002 - April 2008
Banc of America Securities January 2000 - March 2002
Skills
Recruiting, Human Resources, Employee Relations, New Hire Orientations, Executive Search, Applicant Tracking..., Sourcing, Onboarding, Interviews, Payroll, Leadership, Performance Management, Training, Employee Benefits, Internet Recruiting, Talent Acquisition, Management, Technical Recruiting, Hiring, Staffing Services, Temporary Staffing
Education
Hofstra University
Adecco November 2010 - Present
CoWorx Staffing Services February 2009 - November 2010
Party Rental Ltd April 2008 - December 2008
Randstad November 2002 - April 2008
Banc of America Securities January 2000 - March 2002
Skills
Recruiting, Human Resources, Employee Relations, New Hire Orientations, Executive Search, Applicant Tracking..., Sourcing, Onboarding, Interviews, Payroll, Leadership, Performance Management, Training, Employee Benefits, Internet Recruiting, Talent Acquisition, Management, Technical Recruiting, Hiring, Staffing Services, Temporary Staffing
Education
Hofstra University
Adrian Hyde's Banc of America Securities Experience July 2003 - June 2007
Job Private Venture Investor
Industry Venture Capital & Private Equity
Experience
Private Venture Investor January 2000 - Present
Banc of America Securities July 2003 - June 2007
TD Securities 2001 - 2003
JPMorgan Chase March 1997 - July 2001
Skills
Venture Capital, Capital Markets, Portfolio Management, Fixed Income, Investments, Derivatives, Investment Banking, Securities, Equities, Financial Markets, Hedge Funds, Trading, Financial Structuring, Valuation, Risk Management, Private Equity, Asset Managment, Banking, Strategy, Financial Modeling, Entrepreneurship, Emerging Markets, Alternative Investments, Corporate Finance, Financial Analysis, Structured Finance, Mergers & Acquisitions, Credit Risk, Leveraged Finance, Corporate Development, Restructuring, Options, Bloomberg, Financial Services, Bonds, Trading Systems, Credit Derivatives, Market Risk, Asset Management, Executive Management, Finance, Equity Derivatives, FX Options, Due Diligence, Financial Risk, Structured Products
Education
Harvard Business School 1991 — 1993
University of Virginia 1985 — 1989
BA, Economics
West Springfield High School
Private Venture Investor January 2000 - Present
Banc of America Securities July 2003 - June 2007
TD Securities 2001 - 2003
JPMorgan Chase March 1997 - July 2001
Skills
Venture Capital, Capital Markets, Portfolio Management, Fixed Income, Investments, Derivatives, Investment Banking, Securities, Equities, Financial Markets, Hedge Funds, Trading, Financial Structuring, Valuation, Risk Management, Private Equity, Asset Managment, Banking, Strategy, Financial Modeling, Entrepreneurship, Emerging Markets, Alternative Investments, Corporate Finance, Financial Analysis, Structured Finance, Mergers & Acquisitions, Credit Risk, Leveraged Finance, Corporate Development, Restructuring, Options, Bloomberg, Financial Services, Bonds, Trading Systems, Credit Derivatives, Market Risk, Asset Management, Executive Management, Finance, Equity Derivatives, FX Options, Due Diligence, Financial Risk, Structured Products
Education
Harvard Business School 1991 — 1993
University of Virginia 1985 — 1989
BA, Economics
West Springfield High School
Ankur Agrawal Ankur Agrawal's Banc of America Securities Experience June 2006 - January 2008
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2014 - Present
Jefferies & Company August 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Avendus Capital February 2008 - March 2010
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Data Analysis, Investment Banking, DCF, Mergers, Leveraged Finance, Financial Services, Corporate Finance
Education
University of Virginia Darden School of Business 2010 — 2012
MBA
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech., Mechanical Engineering
RBC Capital Markets June 2014 - Present
Jefferies & Company August 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Avendus Capital February 2008 - March 2010
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Data Analysis, Investment Banking, DCF, Mergers, Leveraged Finance, Financial Services, Corporate Finance
Education
University of Virginia Darden School of Business 2010 — 2012
MBA
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech., Mechanical Engineering
Amil Bera Amil Bera's Banc of America Securities Experience July 2005 - March 2006
Job
Industry Investment Management
Experience
Advaya Investment Management August 2010 - Present
Wells Fargo June 2008 - July 2010
SAIL Advisors September 2007 - May 2008
The Drax Group August 2006 - August 2007
Banc of America Securities July 2005 - March 2006
Ministry of Finance, Government of Mauritius May 2004 - September 2004
Cornerstone Research August 2001 - March 2003
U.S. Department of State June 2000 - September 2000
Skills
Asset Allocation, Investments, Equities, Real Estate, Private Equity, Hedge Funds, Due Diligence, Portfolio Management, Venture Capital, Start-ups, Employee Stock Options, Tender Offers, Retirement Planning, Expatriates, Business Owner Planning
Education
Harvard University 2003 — 2005
MPP
University of California, Berkeley 1997 — 2001
BA
Advaya Investment Management August 2010 - Present
Wells Fargo June 2008 - July 2010
SAIL Advisors September 2007 - May 2008
The Drax Group August 2006 - August 2007
Banc of America Securities July 2005 - March 2006
Ministry of Finance, Government of Mauritius May 2004 - September 2004
Cornerstone Research August 2001 - March 2003
U.S. Department of State June 2000 - September 2000
Skills
Asset Allocation, Investments, Equities, Real Estate, Private Equity, Hedge Funds, Due Diligence, Portfolio Management, Venture Capital, Start-ups, Employee Stock Options, Tender Offers, Retirement Planning, Expatriates, Business Owner Planning
Education
Harvard University 2003 — 2005
MPP
University of California, Berkeley 1997 — 2001
BA
William Thomson William Thomson's Banc of America Securities Experience June 2001 - September 2006
Job Credit Analyst/Underwriter
Industry International Affairs
Experience
The Hanover Insurance Group - Chaucer Syndicate October 2013 - Present
Strategy Cell CJIATF-Shafafiyat at NATO/ISAF May 2012 - October 2012
US Naval War College September 2011 - March 2012
The Alliance Companies April 2008 - October 2010
Banc of America Securities June 2001 - September 2006
Skills
Research, Political Risk Analysis, Risk Management, Analysis, National Security, Leadership, Strategic Consulting, Afghanistan, Financial Analysis, Financial Modeling, Oil & Gas Industry, Mining Exploration, Financial Risk, Business Strategy
Education
Harvard University 2011 — 2014
Master of Arts (MA), International Relations, 3.6
National Outdoor Leadership School (NOLS) 2007 — 2007
Trinity College-Hartford 2003 — 2007
BA in Philosophy, Philosophy, History
Kingswood Oxford 1999 — 2003
HS
The Hanover Insurance Group - Chaucer Syndicate October 2013 - Present
Strategy Cell CJIATF-Shafafiyat at NATO/ISAF May 2012 - October 2012
US Naval War College September 2011 - March 2012
The Alliance Companies April 2008 - October 2010
Banc of America Securities June 2001 - September 2006
Skills
Research, Political Risk Analysis, Risk Management, Analysis, National Security, Leadership, Strategic Consulting, Afghanistan, Financial Analysis, Financial Modeling, Oil & Gas Industry, Mining Exploration, Financial Risk, Business Strategy
Education
Harvard University 2011 — 2014
Master of Arts (MA), International Relations, 3.6
National Outdoor Leadership School (NOLS) 2007 — 2007
Trinity College-Hartford 2003 — 2007
BA in Philosophy, Philosophy, History
Kingswood Oxford 1999 — 2003
HS
Ann LeClair McSheehy Williamson's Banc of America Securities Experience 2000 - 2002
Job Private Equity Real Estate
Industry Venture Capital & Private Equity
Experience
Private Equity Real Estate - American Private Equity Group September 2008 - Present
The FCT Group of Companies - London June 2006 - May 2009
Adams Street Partners January 2007 - June 2007
- January 2007 - June 2007
London Business School 2005 - 2007
London Business School 2005 - 2007
The Colmen Group 2002 - 2005
Banc of America Securities 2000 - 2002
- January 1999 - January 2000
- January 1997 - June 1997
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Venture Capital, Investments, Strategy, Structured Finance, Corporate Development, Financial Analysis, Corporate Finance, Asset Management, Executive Management, Alternative Investments, Finance, Portfolio Management, Investor Relations, Acquisitions, LBO, Investment Banking, Real Estate, Private Placements, Asset Managment, International Business, M&A experience, Investment Management, Financial Advisory, Business Valuation, Funding, Financial Modeling
Education
London Business School 2005 — 2007
MBA
Georgetown University 1995 — 1999
BA, International Relations & Economics
Oxford University
International Business - graduate program
Universite de Paris IV - Sorbonne 1997 — 1998
year abroad, European Political and Economic Systems
St. Ignatius
Chicago, IL
Private Equity Real Estate - American Private Equity Group September 2008 - Present
The FCT Group of Companies - London June 2006 - May 2009
Adams Street Partners January 2007 - June 2007
- January 2007 - June 2007
London Business School 2005 - 2007
London Business School 2005 - 2007
The Colmen Group 2002 - 2005
Banc of America Securities 2000 - 2002
- January 1999 - January 2000
- January 1997 - June 1997
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Venture Capital, Investments, Strategy, Structured Finance, Corporate Development, Financial Analysis, Corporate Finance, Asset Management, Executive Management, Alternative Investments, Finance, Portfolio Management, Investor Relations, Acquisitions, LBO, Investment Banking, Real Estate, Private Placements, Asset Managment, International Business, M&A experience, Investment Management, Financial Advisory, Business Valuation, Funding, Financial Modeling
Education
London Business School 2005 — 2007
MBA
Georgetown University 1995 — 1999
BA, International Relations & Economics
Oxford University
International Business - graduate program
Universite de Paris IV - Sorbonne 1997 — 1998
year abroad, European Political and Economic Systems
St. Ignatius
Chicago, IL
Christina (Riley) Kovachev's Banc of America Securities Experience 2007 - 2008
Job Pharmaceutical Marketing Strategist
Industry Pharmaceuticals
Experience
JUICE Pharma Advertising February 2008 - May 2012
Banc of America Securities 2007 - 2008
Rockwell Collins November 1999 - September 2003
Skills
Product Launch, Strategy, Cross-functional Team..., Marketing Strategy, Project Management, Marketing, Entrepreneurship, Analysis, Creative Direction, Business Strategy, Business Planning, Healthcare, Leadership, Team Building
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Business Administration
The Catholic University of America 1995 — 1999
BS, Biomedical Engineering
JUICE Pharma Advertising February 2008 - May 2012
Banc of America Securities 2007 - 2008
Rockwell Collins November 1999 - September 2003
Skills
Product Launch, Strategy, Cross-functional Team..., Marketing Strategy, Project Management, Marketing, Entrepreneurship, Analysis, Creative Direction, Business Strategy, Business Planning, Healthcare, Leadership, Team Building
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Business Administration
The Catholic University of America 1995 — 1999
BS, Biomedical Engineering
Gladys Chen's Banc of America Securities Experience 2001 - 2004
Job
Industry Financial Services
Experience
Citi 2011 - Present
Starpoint Solutions September 2010 - March 2011
North General Hospital December 2009 - July 2010
Banc of America Securities 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
JP Morgan 1997 - 1999
MetLife 1992 - 1997
Skills
Fixed Income, Recruiting, Equities, Human Resources, Succession Planning, Talent Management, Employee Relations, Investments, Compensation Strategies, Executive Coaching, Talent Acquisition, Diversity & Inclusion, Leadership Development, Organizational..., Private Banking, Equity Research, Financial Services, Investment Banking, Capital Markets, Performance Appraisal, Executive Development, retail, Coaching & Mentoring, Wealth Management
Education
School of Visual Arts 2006 — 2008
MPS
Hofstra University
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
Wellesley College
Bachelor of Arts (BA)
Citi 2011 - Present
Starpoint Solutions September 2010 - March 2011
North General Hospital December 2009 - July 2010
Banc of America Securities 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
JP Morgan 1997 - 1999
MetLife 1992 - 1997
Skills
Fixed Income, Recruiting, Equities, Human Resources, Succession Planning, Talent Management, Employee Relations, Investments, Compensation Strategies, Executive Coaching, Talent Acquisition, Diversity & Inclusion, Leadership Development, Organizational..., Private Banking, Equity Research, Financial Services, Investment Banking, Capital Markets, Performance Appraisal, Executive Development, retail, Coaching & Mentoring, Wealth Management
Education
School of Visual Arts 2006 — 2008
MPS
Hofstra University
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
Wellesley College
Bachelor of Arts (BA)
David Stith's Banc of America Securities Experience March 1996 - March 1999
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2010 - Present
Cantor Fitzgerald June 2009 - May 2010
Merrill Lynch July 2004 - January 2009
Bear Stearns March 1999 - July 2004
Banc of America Securities March 1996 - March 1999
Merrill Lynch August 1989 - March 1996
Skills
Capital Markets, Debt, Valuation, Mergers, Hedge Funds, Investments, Structured Finance, Fixed Income, Mergers & Acquisitions, LBO, Investment Banking, Management, Due Diligence, Corporate Finance, Banking, Finance, Restructuring, Equities, CRM, Capital Structure, Securities, Alternative Investments, Credit, Financial Risk, Private Equity, Financial Structuring, Portfolio Management, High Yield, Structured Products
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), finance
Hampton University 1976 — 1980
BS, Finance
Bank of America Merrill Lynch May 2010 - Present
Cantor Fitzgerald June 2009 - May 2010
Merrill Lynch July 2004 - January 2009
Bear Stearns March 1999 - July 2004
Banc of America Securities March 1996 - March 1999
Merrill Lynch August 1989 - March 1996
Skills
Capital Markets, Debt, Valuation, Mergers, Hedge Funds, Investments, Structured Finance, Fixed Income, Mergers & Acquisitions, LBO, Investment Banking, Management, Due Diligence, Corporate Finance, Banking, Finance, Restructuring, Equities, CRM, Capital Structure, Securities, Alternative Investments, Credit, Financial Risk, Private Equity, Financial Structuring, Portfolio Management, High Yield, Structured Products
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), finance
Hampton University 1976 — 1980
BS, Finance
Debbie Juco's Banc of America Securities Experience April 2000 - April 2003
Job Experienced Lead Generation and Inside Sales Representative
Industry Computer & Network Security
Experience
ForeScout Technologies April 2004 - September 2008
SalesRamp, Inc September 2003 - April 2004
Banc of America Securities April 2000 - April 2003
ImproveNet May 1998 - March 2000
Informix Software July 1995 - March 1998
Education
Illinois State University 1990 — 1994
ForeScout Technologies April 2004 - September 2008
SalesRamp, Inc September 2003 - April 2004
Banc of America Securities April 2000 - April 2003
ImproveNet May 1998 - March 2000
Informix Software July 1995 - March 1998
Education
Illinois State University 1990 — 1994
Moina Banerjee's Banc of America Securities Experience 2002 - 2002
Job Principal at The JBG Companies
Industry Real Estate
Experience
The JBG Companies January 2014 - Present
The JBG Companies January 2013 - Present
The JBG Companies August 2010 - December 2012
The Blackstone Group August 2008 - August 2010
Citigroup Alternative Investments June 2007 - August 2007
Citigroup July 2003 - June 2006
Banc of America Securities 2002 - 2002
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance & Real Estate
Georgetown University 1999 — 2003
BSFS, International Economics (Honors) with a Certificate in International Business Diplomacy
The JBG Companies January 2014 - Present
The JBG Companies January 2013 - Present
The JBG Companies August 2010 - December 2012
The Blackstone Group August 2008 - August 2010
Citigroup Alternative Investments June 2007 - August 2007
Citigroup July 2003 - June 2006
Banc of America Securities 2002 - 2002
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance & Real Estate
Georgetown University 1999 — 2003
BSFS, International Economics (Honors) with a Certificate in International Business Diplomacy
Bill Passmore, CFA's Banc of America Securities Experience February 1998 - August 1999
Job AVP, Market Risk Analysis & Capital at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo August 2014 - Present
Wells Fargo Securities September 2006 - August 2014
Passmore Consulting Group June 2001 - September 2006
First Union Securities / Bowles Hollowell Conner August 1999 - June 2001
Banc of America Securities February 1998 - August 1999
Bank of America February 1996 - February 1998
Education
Georgia State University - J. Mack Robinson College of Business
MBA
Wells Fargo August 2014 - Present
Wells Fargo Securities September 2006 - August 2014
Passmore Consulting Group June 2001 - September 2006
First Union Securities / Bowles Hollowell Conner August 1999 - June 2001
Banc of America Securities February 1998 - August 1999
Bank of America February 1996 - February 1998
Education
Georgia State University - J. Mack Robinson College of Business
MBA
Vivek Arora's Banc of America Securities Experience 1999 - 2008
Job Director at Citigroup, US Algorithmic Products
Industry Capital Markets
Experience
Citigroup April 2008 - Present
Banc of America Securities 1999 - 2008
AT&T Bell Labs 1995 - 1998
Education
University of Maryland College Park 1993 — 1995
MS
Indian Institute of Technology, Delhi 1988 — 1992
BS
Citigroup April 2008 - Present
Banc of America Securities 1999 - 2008
AT&T Bell Labs 1995 - 1998
Education
University of Maryland College Park 1993 — 1995
MS
Indian Institute of Technology, Delhi 1988 — 1992
BS
Alexandra Desbrow's Banc of America Securities Experience September 1999 - July 2001
Job Partner Relations at Greenlight Capital
Industry Financial Services
Experience
Greenlight Capital October 2007 - Present
Stonehaven, LLC May 2005 - September 2007
Bank of America Private Bank November 2003 - April 2005
Banc of America Securities September 1999 - July 2001
Education
Georgetown University 1995 — 1999
BSBA, Finanace, Intl Business
Greenlight Capital October 2007 - Present
Stonehaven, LLC May 2005 - September 2007
Bank of America Private Bank November 2003 - April 2005
Banc of America Securities September 1999 - July 2001
Education
Georgetown University 1995 — 1999
BSBA, Finanace, Intl Business
Frank Grohowski's Banc of America Securities Experience June 2008 - August 2008
Job Corporate Development at Xaxis
Industry Online Media
Experience
Xaxis 2014 - Present
Moelis & Company 2009 - 2013
Banc of America Securities June 2008 - August 2008
Skills
Investment Banking, Corporate Finance, Restructuring, Mergers & Acquisitions, Acquisitions, Private Equity, Financial Modeling, Capital Markets, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Gettysburg College
Xaxis 2014 - Present
Moelis & Company 2009 - 2013
Banc of America Securities June 2008 - August 2008
Skills
Investment Banking, Corporate Finance, Restructuring, Mergers & Acquisitions, Acquisitions, Private Equity, Financial Modeling, Capital Markets, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Gettysburg College
Stuart Gleichenhaus's Banc of America Securities Experience 1991 - 2001
Job Senior Managing Director at FTI Palladium Partners
Industry Financial Services
Experience
FTI Consulting 2007 - Present
Styron LLC 2010 - 2012
AGE Refining, Inc. 2010 - 2010
Keystone Automotive Operations 2008 - 2009
Lineage Power Corporation 2007 - 2008
International Outsourcing Europe 2007 - 2007
EaglePicher, Inc. 2005 - 2006
Ernst & Young 2001 - 2004
Banc of America Securities 1991 - 2001
GE Capital 1988 - 1991
Skills
Leadership, Finance, Mergers, Due Diligence, Management, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Restructuring, Private Equity, Vegetarian Nutrition, Financial Modeling, Divestitures, Financial Analysis, Valuation
Education
Harvard Business School 1981 — 1983
MBA, business
Princeton University 1975 — 1979
FTI Consulting 2007 - Present
Styron LLC 2010 - 2012
AGE Refining, Inc. 2010 - 2010
Keystone Automotive Operations 2008 - 2009
Lineage Power Corporation 2007 - 2008
International Outsourcing Europe 2007 - 2007
EaglePicher, Inc. 2005 - 2006
Ernst & Young 2001 - 2004
Banc of America Securities 1991 - 2001
GE Capital 1988 - 1991
Skills
Leadership, Finance, Mergers, Due Diligence, Management, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Restructuring, Private Equity, Vegetarian Nutrition, Financial Modeling, Divestitures, Financial Analysis, Valuation
Education
Harvard Business School 1981 — 1983
MBA, business
Princeton University 1975 — 1979
Robert Langdon's Banc of America Securities Experience June 2008 - August 2008
Job Investment Specialist, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
University of Virginia Darden School of Business July 2013 - Present
J.P. Morgan Asset Management, Private Bank June 2014 - August 2014
Fourth Factor Advisors September 2013 - January 2014
PwC June 2013 - July 2013
PwC September 2010 - June 2013
PwC April 2012 - May 2012
PwC June 2009 - July 2009
Banc of America Securities June 2008 - August 2008
Skills
Financial Analysis, Investment Management, Capital Markets, Financial Services, Accounting, Financial Accounting, Financial Reporting, Corporate Social..., Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master's degree, Accounting
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's degree, Business Administration; Political Science
London School of Economics and Political Science 2007 — 2007
Summer School, Political Science; Management
Harvard University 2006 — 2006
Summer School, Management
University of Virginia
University of Virginia
J.P. Morgan August 2015 - Present
University of Virginia Darden School of Business July 2013 - Present
J.P. Morgan Asset Management, Private Bank June 2014 - August 2014
Fourth Factor Advisors September 2013 - January 2014
PwC June 2013 - July 2013
PwC September 2010 - June 2013
PwC April 2012 - May 2012
PwC June 2009 - July 2009
Banc of America Securities June 2008 - August 2008
Skills
Financial Analysis, Investment Management, Capital Markets, Financial Services, Accounting, Financial Accounting, Financial Reporting, Corporate Social..., Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master's degree, Accounting
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's degree, Business Administration; Political Science
London School of Economics and Political Science 2007 — 2007
Summer School, Political Science; Management
Harvard University 2006 — 2006
Summer School, Management
University of Virginia
University of Virginia
Ethan Liebermann's Banc of America Securities Experience March 2005 - June 2007
Job Investment Professional at TA Associates
Industry Venture Capital & Private Equity
Experience
TA Associates August 2012 - Present
CCRM July 2015 - Present
SoftWriters, Inc. September 2013 - February 2015
American Well June 2011 - August 2011
TA Associates August 2007 - August 2010
Banc of America Securities March 2005 - June 2007
Millennium Pharmaceuticals June 2004 - August 2004
Millennium Pharmaceuticals June 2003 - August 2003
Skills
Private Equity, Investment Banking, Investments, Healthcare, Valuation, LBO, Financial Modeling, Venture Capital, Due Diligence, Corporate Development, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, M&A experience, Financial Analysis, Business Strategy
Education
Harvard Business School 2010 — 2012
MBA
University of Pennsylvania 2000 — 2004
Bachelor of Arts, Biology & Economics
Phillips Academy Andover 1997 — 2000
TA Associates August 2012 - Present
CCRM July 2015 - Present
SoftWriters, Inc. September 2013 - February 2015
American Well June 2011 - August 2011
TA Associates August 2007 - August 2010
Banc of America Securities March 2005 - June 2007
Millennium Pharmaceuticals June 2004 - August 2004
Millennium Pharmaceuticals June 2003 - August 2003
Skills
Private Equity, Investment Banking, Investments, Healthcare, Valuation, LBO, Financial Modeling, Venture Capital, Due Diligence, Corporate Development, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, M&A experience, Financial Analysis, Business Strategy
Education
Harvard Business School 2010 — 2012
MBA
University of Pennsylvania 2000 — 2004
Bachelor of Arts, Biology & Economics
Phillips Academy Andover 1997 — 2000
Kristin Kaiser's Banc of America Securities Experience September 1996 - June 2000
Job Sr. Manager, Marketing at Amazon
Industry Retail
Experience
Amazon December 2013 - Present
Old Navy September 2012 - August 2013
Banc of America Securities September 1996 - June 2000
Skills
Advertising, Brand Management, Budgets, Digital Marketing, Management, Marketing, Public Relations, Retail, Social Media, Strategic Planning, Strategy
Education
Georgetown University 1991 — 1995
Bachelor's degree, International Relations and Affairs
Amazon December 2013 - Present
Old Navy September 2012 - August 2013
Banc of America Securities September 1996 - June 2000
Skills
Advertising, Brand Management, Budgets, Digital Marketing, Management, Marketing, Public Relations, Retail, Social Media, Strategic Planning, Strategy
Education
Georgetown University 1991 — 1995
Bachelor's degree, International Relations and Affairs
Michael Zycinski's Banc of America Securities Experience October 2007 - March 2009
Job Director at Third Coast Capital Advisors
Industry Investment Banking
Experience
Third Coast Capital Advisors February 2008 - Present
Banc of America Securities October 2007 - March 2009
ABN AMRO Financial Services February 2002 - October 2007
LaSalle Bank June 2002 - February 2004
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Venture Capital, Valuation, Private Equity, Capital Markets, LBO, Corporate Finance, Equities, Fixed Income, Divestitures, Financial Analysis, Business Valuation, Due Diligence, Investments, Corporate Development, Leveraged Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Accounting
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
Third Coast Capital Advisors February 2008 - Present
Banc of America Securities October 2007 - March 2009
ABN AMRO Financial Services February 2002 - October 2007
LaSalle Bank June 2002 - February 2004
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Venture Capital, Valuation, Private Equity, Capital Markets, LBO, Corporate Finance, Equities, Fixed Income, Divestitures, Financial Analysis, Business Valuation, Due Diligence, Investments, Corporate Development, Leveraged Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Accounting
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
Doug Becker's Banc of America Securities Experience April 1998 - March 2009
Job Managing Director at SMH Capital
Industry Oil & Energy
Experience
SMH Capital March 2009 - Present
Banc of America Securities April 1998 - March 2009
Credit Suisse October 1997 - April 1998
Education
Indiana University - Kelley School of Business 1992 — 1994
Bachelor of Science, Finance
SMH Capital March 2009 - Present
Banc of America Securities April 1998 - March 2009
Credit Suisse October 1997 - April 1998
Education
Indiana University - Kelley School of Business 1992 — 1994
Bachelor of Science, Finance
Catherine Beard's Banc of America Securities Experience August 1994 - October 1998
Job Analyst at UBS
Industry Financial Services
Experience
UBS AnalystNorthern Trust Global InvestmentsOctober 1998 - July 2005
Banc of America Securities August 1994 - October 1998
Education
Indiana University - Kelley School of Business 1993 — 1994
Vanderbilt University 1982 — 1983
Henry Clay High School 1979 — 1982
UBS AnalystNorthern Trust Global InvestmentsOctober 1998 - July 2005
Banc of America Securities August 1994 - October 1998
Education
Indiana University - Kelley School of Business 1993 — 1994
Vanderbilt University 1982 — 1983
Henry Clay High School 1979 — 1982
Danielle Sherwood's Banc of America Securities Experience March 1996 - August 2000
Job Board Trustee at Riverview Medical Center Foundation
Industry Financial Services
Experience
180 Turning Lives Around, Inc. July 2014 - Present
Riverview Medical Center Foundation March 2014 - Present
Horizons RCDS Summer Enrichment September 2010 - Present
Rumson Country Day School June 2009 - June 2012
Alson Capital February 2004 - January 2007
Lehman Brothers September 2000 - February 2004
Banc of America Securities March 1996 - August 2000
Goldman Sachs August 1990 - February 1994
Skills
Mergers & Acquisitions, Fundraising, Community Outreach, Nonprofits, Event Planning
Education
Harvard Business School 1988 — 1990
MBA, Business
Massachusetts Institute of Technology 1981 — 1985
BS, Finance
Coxsackie Athens High School 1977 — 1981
HS diploma
180 Turning Lives Around, Inc. July 2014 - Present
Riverview Medical Center Foundation March 2014 - Present
Horizons RCDS Summer Enrichment September 2010 - Present
Rumson Country Day School June 2009 - June 2012
Alson Capital February 2004 - January 2007
Lehman Brothers September 2000 - February 2004
Banc of America Securities March 1996 - August 2000
Goldman Sachs August 1990 - February 1994
Skills
Mergers & Acquisitions, Fundraising, Community Outreach, Nonprofits, Event Planning
Education
Harvard Business School 1988 — 1990
MBA, Business
Massachusetts Institute of Technology 1981 — 1985
BS, Finance
Coxsackie Athens High School 1977 — 1981
HS diploma
Anand Patel's Banc of America Securities Experience June 2006 - June 2008
Job Director Business Development at Par Pharmaceuticals
Industry Pharmaceuticals
Experience
Par Pharmaceutical February 2013 - Present
Par Pharmaceutical February 2013 - February 2014
EKR Therapeutics October 2011 - July 2012
RoundTable Healthcare Partners July 2008 - October 2011
Banc of America Securities June 2006 - June 2008
Skills
Forecasting, Healthcare, Mergers, Private Equity, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Strategy, Corporate Finance, Financial Analysis, Business Strategy, Hospitals, New Business Development, Mergers & Acquisitions, Corporate Development, Venture Capital, Business Development, Management
Education
Indiana University - Kelley School of Business 2002 — 2006
BA, Finance
Indiana University Bloomington 2002 — 2006
Bachelor's of Science, Finance, General
DCDS 1998 — 2002
Par Pharmaceutical February 2013 - Present
Par Pharmaceutical February 2013 - February 2014
EKR Therapeutics October 2011 - July 2012
RoundTable Healthcare Partners July 2008 - October 2011
Banc of America Securities June 2006 - June 2008
Skills
Forecasting, Healthcare, Mergers, Private Equity, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Strategy, Corporate Finance, Financial Analysis, Business Strategy, Hospitals, New Business Development, Mergers & Acquisitions, Corporate Development, Venture Capital, Business Development, Management
Education
Indiana University - Kelley School of Business 2002 — 2006
BA, Finance
Indiana University Bloomington 2002 — 2006
Bachelor's of Science, Finance, General
DCDS 1998 — 2002
Jessica Ginsberg's Banc of America Securities Experience June 2004 - December 2005
Job Vice President, Business Development at LFM Capital
Industry Venture Capital & Private Equity
Experience
LFM Capital September 2015 - Present
Bank of America May 2014 - August 2015
ISS Institutional Shareholder Services January 2013 - October 2013
Essex Investment Management October 2008 - January 2013
Pamlico Capital (f/k/a Wachovia Capital Partners) December 2005 - August 2007
Banc of America Securities June 2004 - December 2005
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Private Equity, Equity Research, Capital Markets, Investments, Asset Managment, Due Diligence, Finance, Mutual Funds, Investment Management, Strategy, Mergers & Acquisitions, Portfolio Management, Asset Management, Securities, Bloomberg, Investment Banking, Fixed Income, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
LFM Capital September 2015 - Present
Bank of America May 2014 - August 2015
ISS Institutional Shareholder Services January 2013 - October 2013
Essex Investment Management October 2008 - January 2013
Pamlico Capital (f/k/a Wachovia Capital Partners) December 2005 - August 2007
Banc of America Securities June 2004 - December 2005
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Private Equity, Equity Research, Capital Markets, Investments, Asset Managment, Due Diligence, Finance, Mutual Funds, Investment Management, Strategy, Mergers & Acquisitions, Portfolio Management, Asset Management, Securities, Bloomberg, Investment Banking, Fixed Income, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Drew Ball's Banc of America Securities Experience 2008 - 2008
Job Office of the COO, Core Management Technology
Industry Investment Management
Experience
Bridgewater Associates October 2012 - Present
Bain & Company 2009 - November 2012
Bain & Company November 2009 - August 2011
Knightsbridge Advisers June 2009 - November 2009
Banc of America Securities 2008 - 2008
Office of the Secretary of the Navy April 2004 - August 2007
US Navy 1999 - 2007
Skills
Economics, Microsoft Office, Private Equity, Analysis, Management Consulting, Research, Due Diligence, Mergers, Business Strategy, Marketing Strategy, Budgeting, Strategic Planning, Telecommunications, Strategic Business, Valuation, Change Management, Consumer Products, Acquisition Integration, Portfolio Management, Cost, Restructuring, Financial Modeling, Venture Capital, Corporate Finance, Program Management, Corporate Development
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
The Johns Hopkins University 2004 — 2005
United States Naval Academy 1995 — 1999
BS, Economics
Bridgewater Associates October 2012 - Present
Bain & Company 2009 - November 2012
Bain & Company November 2009 - August 2011
Knightsbridge Advisers June 2009 - November 2009
Banc of America Securities 2008 - 2008
Office of the Secretary of the Navy April 2004 - August 2007
US Navy 1999 - 2007
Skills
Economics, Microsoft Office, Private Equity, Analysis, Management Consulting, Research, Due Diligence, Mergers, Business Strategy, Marketing Strategy, Budgeting, Strategic Planning, Telecommunications, Strategic Business, Valuation, Change Management, Consumer Products, Acquisition Integration, Portfolio Management, Cost, Restructuring, Financial Modeling, Venture Capital, Corporate Finance, Program Management, Corporate Development
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
The Johns Hopkins University 2004 — 2005
United States Naval Academy 1995 — 1999
BS, Economics
Charles A Vernau's Banc of America Securities Experience 2002 - 2006
Job Global Institutional Equity Sales Trading/Execution & Management * Relationship Cultivation * New Business Development
Industry Investment Banking
Experience
MF Global Inc., UK Limited 2010 - 2012
LaBranche & Co. 2008 - 2009
JP Morgan Chase & Co. 2007 - 2008
Morgan Stanley & Co. 2006 - 2007
Banc of America Securities 2002 - 2006
Skills
Equity Trading, Proprietary Trading, Investment Banking, Financial Markets, Capital Markets, Fixed Income, Equity Derivatives, Options, Electronic Trading, Hedge Funds, Equities, Derivatives, Trading, Bloomberg, Investments, Trading Systems
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Business Management
MF Global Inc., UK Limited 2010 - 2012
LaBranche & Co. 2008 - 2009
JP Morgan Chase & Co. 2007 - 2008
Morgan Stanley & Co. 2006 - 2007
Banc of America Securities 2002 - 2006
Skills
Equity Trading, Proprietary Trading, Investment Banking, Financial Markets, Capital Markets, Fixed Income, Equity Derivatives, Options, Electronic Trading, Hedge Funds, Equities, Derivatives, Trading, Bloomberg, Investments, Trading Systems
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Business Management
Stephen Ketchum's Banc of America Securities Experience October 2002 - October 2007
Job CEO/Managing Partner at Sound Point Capital Management, L.P.
Industry Investment Management
Experience
Sound Point Capital Management, L.P. January 2008 - Present
Banc of America Securities October 2002 - October 2007
UBS April 2001 - October 2002
Onview February 2000 - March 2001
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1988 — 1990
MBA
Sound Point Capital Management, L.P. January 2008 - Present
Banc of America Securities October 2002 - October 2007
UBS April 2001 - October 2002
Onview February 2000 - March 2001
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1988 — 1990
MBA
Ashish Seth's Banc of America Securities Experience August 2003 - February 2005
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2014 - Present
RBS Markets and International Banking January 2010 - December 2013
GIC Special Investments September 2006 - June 2008
Merrill Lynch February 2005 - September 2006
Banc of America Securities August 2003 - February 2005
Skills
Investment Banking, Healthcare, Industrial Sector, Valuation, Private Equity, LBO, Financial Modeling, Equities, Alternative Investments, Financial Analysis, M&A experience, Due Diligence, Corporate Finance, Mergers, Capital Markets, Investments
Education
Indiana University - Kelley School of Business 2001 — 2003
B.Sc., Business
St. Columba's School
RBC Capital Markets January 2014 - Present
RBS Markets and International Banking January 2010 - December 2013
GIC Special Investments September 2006 - June 2008
Merrill Lynch February 2005 - September 2006
Banc of America Securities August 2003 - February 2005
Skills
Investment Banking, Healthcare, Industrial Sector, Valuation, Private Equity, LBO, Financial Modeling, Equities, Alternative Investments, Financial Analysis, M&A experience, Due Diligence, Corporate Finance, Mergers, Capital Markets, Investments
Education
Indiana University - Kelley School of Business 2001 — 2003
B.Sc., Business
St. Columba's School
Rajal Patel's Banc of America Securities Experience June 2001 - June 2003
Job Special Counsel at Commodity Futures Trading Commission
Industry Law Practice
Experience
Commodity Futures Trading Commission September 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2006 - September 2013
Banc of America Securities June 2001 - June 2003
Skills
Litigation, Fraud, Corporate Internal..., Government..., FCPA, Internal Investigations, Securities, Compliance, White Collar Criminal..., Investment Banking, SEC, Data Privacy, Criminal Defense, Criminal Law, Money Laundering, Anti-corruption, Legal Research, Legal Writing, Due Diligence, CFTC
Education
Georgetown University Law Center 2003 — 2006
JD
University of North Carolina at Chapel Hill 1997 — 2001
B.S., Business Administration
Commodity Futures Trading Commission September 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2006 - September 2013
Banc of America Securities June 2001 - June 2003
Skills
Litigation, Fraud, Corporate Internal..., Government..., FCPA, Internal Investigations, Securities, Compliance, White Collar Criminal..., Investment Banking, SEC, Data Privacy, Criminal Defense, Criminal Law, Money Laundering, Anti-corruption, Legal Research, Legal Writing, Due Diligence, CFTC
Education
Georgetown University Law Center 2003 — 2006
JD
University of North Carolina at Chapel Hill 1997 — 2001
B.S., Business Administration
Mike Zacharia's Banc of America Securities Experience August 2005 - Present
Job VP at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities August 2005 - Present
Bank of America Securities 2005 - Present
Education
Hofstra University 1985 — 1989
Banc of America Securities August 2005 - Present
Bank of America Securities 2005 - Present
Education
Hofstra University 1985 — 1989
Sridhar Gopal's Banc of America Securities Experience January 2007 - May 2009
Job Founding Member at Hedge Fund
Industry Investment Banking
Experience
Hedge Fund November 2011 - Present
J.P. Morgan September 2009 - January 2012
Banc of America Securities January 2007 - May 2009
Banc of America Securities November 2004 - December 2006
Banc of America Securities May 2003 - October 2004
Banc of America Securities October 2002 - May 2003
Openstream October 2001 - September 2002
Lucent Technologies December 1999 - October 2001
Cobalt Networks August 1998 - November 1999
University of Wisconsin-Madison August 1995 - July 1998
Skills
Trading Systems, Business Strategy, Equities, Capital Markets
Education
University of Wisconsin-Madison 1995 — 1998
MS, Computer Architecture
Indian Institute of Science 1992 — 1994
MS, Computer Science
College of Engineering Guindy, Chennai 1988 — 1992
BE, Electrical & Electronics
Hedge Fund November 2011 - Present
J.P. Morgan September 2009 - January 2012
Banc of America Securities January 2007 - May 2009
Banc of America Securities November 2004 - December 2006
Banc of America Securities May 2003 - October 2004
Banc of America Securities October 2002 - May 2003
Openstream October 2001 - September 2002
Lucent Technologies December 1999 - October 2001
Cobalt Networks August 1998 - November 1999
University of Wisconsin-Madison August 1995 - July 1998
Skills
Trading Systems, Business Strategy, Equities, Capital Markets
Education
University of Wisconsin-Madison 1995 — 1998
MS, Computer Architecture
Indian Institute of Science 1992 — 1994
MS, Computer Science
College of Engineering Guindy, Chennai 1988 — 1992
BE, Electrical & Electronics
Megha Mathur's Banc of America Securities Experience May 2006 - August 2006
Job Strategy advisor
Industry Management Consulting
Experience
Keystone Strategy September 2014 - Present
Peek June 2013 - July 2013
Audible February 2012 - June 2012
Indicorps August 2010 - August 2011
Wachovia Securities / Wells Fargo June 2007 - June 2010
Banc of America Securities May 2006 - August 2006
Skills
Leadership Development, Capacity Building, Grassroots Mobilization, Resource Efficiency, Equity Capital Markets, Strategic Financial..., Grassroots Organizing, Research, Financial Modeling, Emerging Markets, Valuation, Data Analysis, Due Diligence, Cross-functional Team..., Finance, Strategy, Management Consulting, Private Equity, Venture Capital, Strategic Planning, Entrepreneurship
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2007
Bachelors of Science, Business Administration and Chemistry
William G. Enloe High School 1999 — 2003
Keystone Strategy September 2014 - Present
Peek June 2013 - July 2013
Audible February 2012 - June 2012
Indicorps August 2010 - August 2011
Wachovia Securities / Wells Fargo June 2007 - June 2010
Banc of America Securities May 2006 - August 2006
Skills
Leadership Development, Capacity Building, Grassroots Mobilization, Resource Efficiency, Equity Capital Markets, Strategic Financial..., Grassroots Organizing, Research, Financial Modeling, Emerging Markets, Valuation, Data Analysis, Due Diligence, Cross-functional Team..., Finance, Strategy, Management Consulting, Private Equity, Venture Capital, Strategic Planning, Entrepreneurship
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2007
Bachelors of Science, Business Administration and Chemistry
William G. Enloe High School 1999 — 2003
Narsing Neerumalla's Banc of America Securities Experience 2008 - September 2010
Job VP, Structured Products Technology at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company October 2010 - Present
Banc of America Securities 2008 - September 2010
Bank of America Securities 2008 - August 2010
Wachovia May 2006 - August 2008
Wachovia Securities 2006 - 2008
Bank of America 1998 - 2006
Fuji Capital Markets 1994 - 1998
Mizuho Capital Markets 1994 - 1998
Skills
Equity Derivatives, Fixed Income, Equities, Derivatives, Capital Markets, Equity Finance
Education
Temple University 1991 — 1993
MS, Computer Science
Gulbarga University
Jefferies & Company October 2010 - Present
Banc of America Securities 2008 - September 2010
Bank of America Securities 2008 - August 2010
Wachovia May 2006 - August 2008
Wachovia Securities 2006 - 2008
Bank of America 1998 - 2006
Fuji Capital Markets 1994 - 1998
Mizuho Capital Markets 1994 - 1998
Skills
Equity Derivatives, Fixed Income, Equities, Derivatives, Capital Markets, Equity Finance
Education
Temple University 1991 — 1993
MS, Computer Science
Gulbarga University
James Goforth's Banc of America Securities Experience July 2001 - May 2002
Job Manager. Credit & Commodity Trading Risk at Xcel Energy
Industry Capital Markets
Experience
Xcel Energy August 2010 - Present
Xcel Energy May 2006 - August 2010
Xcel Energy May 2004 - May 2006
Xcel Energy January 2003 - May 2004
Banc of America Securities July 2001 - May 2002
First Union Capital Markets April 1999 - July 2001
Skills
Microsoft Excel, Leadership, Teamwork, Analytical Skills, Credit Risk, Risk Management, Energy, Credit, Financial Analysis, Trading, Financial Risk, Natural Gas, Commodity, Portfolio Management, Valuation, Forecasting, Derivatives, Commodity Markets, Financial Modeling, Energy Derivatives, Foreign Exchange, Management, Process Improvement, Analysis
Education
University of Denver - Daniels College of Business 2004 — 2007
MBA
Hampden-Sydney College 1994 — 1998
BA, Managerial Economics
William Byrd 1991 — 1994
Xcel Energy August 2010 - Present
Xcel Energy May 2006 - August 2010
Xcel Energy May 2004 - May 2006
Xcel Energy January 2003 - May 2004
Banc of America Securities July 2001 - May 2002
First Union Capital Markets April 1999 - July 2001
Skills
Microsoft Excel, Leadership, Teamwork, Analytical Skills, Credit Risk, Risk Management, Energy, Credit, Financial Analysis, Trading, Financial Risk, Natural Gas, Commodity, Portfolio Management, Valuation, Forecasting, Derivatives, Commodity Markets, Financial Modeling, Energy Derivatives, Foreign Exchange, Management, Process Improvement, Analysis
Education
University of Denver - Daniels College of Business 2004 — 2007
MBA
Hampden-Sydney College 1994 — 1998
BA, Managerial Economics
William Byrd 1991 — 1994
David witzke's Banc of America Securities Experience 2005 - 2007
Job at Citadel PioneerPath Capital
Industry Investment Management
Experience
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Joscelyn MacKay's Banc of America Securities Experience July 2006 - April 2008
Job Product Manager, Equity Data, North America at Morningstar
Industry Investment Management
Experience
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
George Mestre's Banc of America Securities Experience May 2001 - September 2001
Job Director at PNC Capital Markets LLC
Industry Capital Markets
Experience
PNC Financial Services Group January 2009 - Present
National City Bank August 2002 - December 2008
Banc of America Securities May 2001 - September 2001
FleetBoston Financial - Fleet Bank September 1995 - August 2000
Skills
Leveraged Finance
Education
Indiana University - Kelley School of Business 2000 — 2002
Finance, Finance and Accounting
Skidmore College 1991 — 1995
BA, Business, Political Science
The American University of Paris 1994 — 1994
Semester Abroad, Business Administration
--
Bayside High School
PNC Financial Services Group January 2009 - Present
National City Bank August 2002 - December 2008
Banc of America Securities May 2001 - September 2001
FleetBoston Financial - Fleet Bank September 1995 - August 2000
Skills
Leveraged Finance
Education
Indiana University - Kelley School of Business 2000 — 2002
Finance, Finance and Accounting
Skidmore College 1991 — 1995
BA, Business, Political Science
The American University of Paris 1994 — 1994
Semester Abroad, Business Administration
--
Bayside High School
Girish Tengli's Banc of America Securities Experience February 2008 - August 2009
Job Lead Developer at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae June 2012 - Present
InterImage December 2011 - May 2012
Bunge Global Agribusiness December 2010 - December 2011
Freddie Mac August 2009 - December 2010
Banc of America Securities February 2008 - August 2009
Fannie Mae May 2005 - January 2008
The Bank of New York April 2003 - April 2005
Skills
JMS, SDLC, EJB, Web Services, PL/SQL, SOA, Java Enterprise Edition, XML, JSP, Java, Struts, SQL, Spring, Oracle, Hibernate, Agile Methodologies
Education
Fairleigh Dickinson University-Metropolitan Campus 2002 — 2003
MS, Computer Science
Gulbarga University 1996 — 2000
BS/BE, Computer Science
Fannie Mae June 2012 - Present
InterImage December 2011 - May 2012
Bunge Global Agribusiness December 2010 - December 2011
Freddie Mac August 2009 - December 2010
Banc of America Securities February 2008 - August 2009
Fannie Mae May 2005 - January 2008
The Bank of New York April 2003 - April 2005
Skills
JMS, SDLC, EJB, Web Services, PL/SQL, SOA, Java Enterprise Edition, XML, JSP, Java, Struts, SQL, Spring, Oracle, Hibernate, Agile Methodologies
Education
Fairleigh Dickinson University-Metropolitan Campus 2002 — 2003
MS, Computer Science
Gulbarga University 1996 — 2000
BS/BE, Computer Science
Duane Sachs's Banc of America Securities Experience 1999 - 2008
Job Senior Corporate Strategy and M&A Executive
Industry Information Technology and Services
Experience
IMS Health 2013 - Present
Carestream Health 2008 - 2013
Banc of America Securities 1999 - 2008
Peter J. Solomon Company 1997 - 1999
Barents Group LLC 1993 - 1995
Kaiser Associates 1992 - 1993
Skills
Healthcare, Mergers, Business Strategy, Strategic Planning, Healthcare IT, Strategy Development, New Business Development, Medical Devices, Corporate Development, Corporate Finance, Mergers & Acquisitions, Strategy, Investment Banking, Executive Management, Private Equity, Restructuring, Management
Education
Harvard Business School
Master of Business Administration (MBA)
Georgetown University
Bachelor of Science (B.S.), Business Administration
IMS Health 2013 - Present
Carestream Health 2008 - 2013
Banc of America Securities 1999 - 2008
Peter J. Solomon Company 1997 - 1999
Barents Group LLC 1993 - 1995
Kaiser Associates 1992 - 1993
Skills
Healthcare, Mergers, Business Strategy, Strategic Planning, Healthcare IT, Strategy Development, New Business Development, Medical Devices, Corporate Development, Corporate Finance, Mergers & Acquisitions, Strategy, Investment Banking, Executive Management, Private Equity, Restructuring, Management
Education
Harvard Business School
Master of Business Administration (MBA)
Georgetown University
Bachelor of Science (B.S.), Business Administration
Mary Lou Haraburd's Banc of America Securities Experience 1983 - 2007
Job Broker at Lake Norman Realty, Inc.
Industry Real Estate
Experience
Lake Norman Realty, Inc. July 2007 - Present
Banc of America Securities 1983 - 2007
Education
Gettysburg College 1975 — 1979
Lake Norman Realty, Inc. July 2007 - Present
Banc of America Securities 1983 - 2007
Education
Gettysburg College 1975 — 1979
Alison Van Dyke's Banc of America Securities Experience 1998 - 2000
Job Personal Financial Planner
Industry Financial Services
Experience
VitaVie Financial Planning January 2010 - March 2012
Banc of America Securities 1998 - 2000
JP Morgan Chase 1995 - 1998
Education
University of California, Berkeley 2004 — 2007
CFP Certificate, Financial Planning
Georgetown University - The McDonough School of Business 1993 — 1995
MBA
University of California, Los Angeles 1986 — 1991
BA, Political Science
VitaVie Financial Planning January 2010 - March 2012
Banc of America Securities 1998 - 2000
JP Morgan Chase 1995 - 1998
Education
University of California, Berkeley 2004 — 2007
CFP Certificate, Financial Planning
Georgetown University - The McDonough School of Business 1993 — 1995
MBA
University of California, Los Angeles 1986 — 1991
BA, Political Science
Steve Moyer's Banc of America Securities Experience 1997 - 1999
Job President, Distressed Debt Alpha
Industry Investment Management
Experience
Distressed Debt Alpha Adjunct ProfessorUSC Marshall School of Business2014 - 2015
USC Marshall School of Business 2014 - 2015
PIMCO June 2009 - June 2012
Tennenbaum Capital 2006 - 2008
Imperial Capital LLC 2000 - 2006
Banc of America Securities 1997 - 1999
Kemper Secuities/Wachovia 1990 - 1997
Drexel Burnham Lambert 1987 - 1990
First Boston 1985 - 1987
Riordan & Mckenzie 1984 - 1986
Skills
Portfolio Management, Investments, Investment Management, Bonds, High Yield, Mutual Funds, High Yield Bonds, Analysis, Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Valuation, Private Equity, Financial Modeling, Derivatives, Trading, Credit, Corporate Law, Distressed Debt, Corporate Finance, Investment Banking
Education
Stanford University Law School 1979 — 1983
The University of Chicago Booth School of Business 1981 — 1982
MBA
Grinnell College 1975 — 1979
BA
Ankeny
Pepperdine University, The George L. Graziadio School of Business and Management
Distressed Debt Alpha Adjunct ProfessorUSC Marshall School of Business2014 - 2015
USC Marshall School of Business 2014 - 2015
PIMCO June 2009 - June 2012
Tennenbaum Capital 2006 - 2008
Imperial Capital LLC 2000 - 2006
Banc of America Securities 1997 - 1999
Kemper Secuities/Wachovia 1990 - 1997
Drexel Burnham Lambert 1987 - 1990
First Boston 1985 - 1987
Riordan & Mckenzie 1984 - 1986
Skills
Portfolio Management, Investments, Investment Management, Bonds, High Yield, Mutual Funds, High Yield Bonds, Analysis, Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Valuation, Private Equity, Financial Modeling, Derivatives, Trading, Credit, Corporate Law, Distressed Debt, Corporate Finance, Investment Banking
Education
Stanford University Law School 1979 — 1983
The University of Chicago Booth School of Business 1981 — 1982
MBA
Grinnell College 1975 — 1979
BA
Ankeny
Pepperdine University, The George L. Graziadio School of Business and Management
Robert Koontz's Banc of America Securities Experience January 2001 - March 2007
Job Vice President, Multifamily Securitization at Freddie Mac
Industry Capital Markets
Experience
Freddie Mac July 2008 - Present
Wachovia Securities March 2007 - June 2008
Banc of America Securities January 2001 - March 2007
Bank of America January 2000 - January 2001
Education
Georgetown University 2010 — 2013
Masters, Real Estate Finance
University of South Carolina-Columbia 1995 — 1999
Business Adminstration, Finance
Freddie Mac July 2008 - Present
Wachovia Securities March 2007 - June 2008
Banc of America Securities January 2001 - March 2007
Bank of America January 2000 - January 2001
Education
Georgetown University 2010 — 2013
Masters, Real Estate Finance
University of South Carolina-Columbia 1995 — 1999
Business Adminstration, Finance
Van Wilshire's Banc of America Securities Experience 1998 - 2008
Job Director at Citi
Industry Investment Banking
Experience
Citi September 2013 - Present
Morgan Stanley March 2008 - September 2013
Banc of America Securities 1998 - 2008
Skills
Series 7, Equities, Equity Sales, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Investment Banking, Bloomberg, Investments, Asset Management, Portfolio Management, Derivatives, Equity Research, Series 63, Institutional, Valuation, Financial Modeling, Securities, Trading, Equity Derivatives, Private Equity
Education
Hampshire College
Citi September 2013 - Present
Morgan Stanley March 2008 - September 2013
Banc of America Securities 1998 - 2008
Skills
Series 7, Equities, Equity Sales, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Investment Banking, Bloomberg, Investments, Asset Management, Portfolio Management, Derivatives, Equity Research, Series 63, Institutional, Valuation, Financial Modeling, Securities, Trading, Equity Derivatives, Private Equity
Education
Hampshire College
Giffen Weinmann's Banc of America Securities Experience September 1986 - November 2001
Job Waverly Capital, LLC
Industry Investment Management
Experience
Tech Wildcatters March 2015 - Present
Educational First Steps September 2014 - Present
Waverly Capital, LLC November 2001 - Present
Jet Yi Holdings, Ltd. March 2005 - October 2009
Banc of America Securities September 1986 - November 2001
Education
Harvard Business School
Master of Business Administration (MBA)
Tulane University
Bachelor of Science in Management
Tech Wildcatters March 2015 - Present
Educational First Steps September 2014 - Present
Waverly Capital, LLC November 2001 - Present
Jet Yi Holdings, Ltd. March 2005 - October 2009
Banc of America Securities September 1986 - November 2001
Education
Harvard Business School
Master of Business Administration (MBA)
Tulane University
Bachelor of Science in Management
Delphine Lincy's Banc of America Securities Experience September 2007 - January 2009
Job RecruiterHuman Resources
Industry Human Resources
Experience
Banc of America Securities September 2007 - January 2009
Bear Stearns Asset Management 2005 - 2007
Education
Guilford College 1996 — 2000
Banc of America Securities September 2007 - January 2009
Bear Stearns Asset Management 2005 - 2007
Education
Guilford College 1996 — 2000
Lawrence Lachman's Banc of America Securities Experience September 2002 - April 2003
Job Independent Management Consultant – Project Management and Senior Business Analysis at BNP Paribas Securities Corp
Industry Financial Services
Experience
BNP Paribas Securities Corp March 2012 - Present
Barclays Capital October 2011 - March 2012
BNP Paribas Securities Corp October 2004 - October 2011
CREDIT SUISSE FIRST BOSTON July 2003 - October 2004
BANC OF AMERICA SECURITIES September 2002 - April 2003
Lehman Brothers March 1987 - August 2002
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Back Office, Securities, Middle Office, MBS, Prime Brokerage, Business Analysis, Change Management, Trading Systems, FX, Hedge Funds, Credit Derivatives, Trading, FX Options
Education
Franklin and Marshall College
BA, Economics
Hofstra University
MBA, Finance
BNP Paribas Securities Corp March 2012 - Present
Barclays Capital October 2011 - March 2012
BNP Paribas Securities Corp October 2004 - October 2011
CREDIT SUISSE FIRST BOSTON July 2003 - October 2004
BANC OF AMERICA SECURITIES September 2002 - April 2003
Lehman Brothers March 1987 - August 2002
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Back Office, Securities, Middle Office, MBS, Prime Brokerage, Business Analysis, Change Management, Trading Systems, FX, Hedge Funds, Credit Derivatives, Trading, FX Options
Education
Franklin and Marshall College
BA, Economics
Hofstra University
MBA, Finance
Thomas Hulick's Banc of America Securities Experience 1998 - 2003
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC 2012 - Present
JP Morgan Private Bank, Investment Advisor 2004 - 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1991 - 1998
Education
Golden Gate University 1984 — 1985
MBA, Finance
University of Wisconsin-Madison 1974 — 1978
BBA, Marketing
Wells Fargo Advisors LLC 2012 - Present
JP Morgan Private Bank, Investment Advisor 2004 - 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1991 - 1998
Education
Golden Gate University 1984 — 1985
MBA, Finance
University of Wisconsin-Madison 1974 — 1978
BBA, Marketing
Mark Adley's Banc of America Securities Experience Managing DirectorBank of America Merrill Lynch2009 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Banc of America Securities Managing DirectorBank of America Merrill Lynch2009 - Present
Education
Harvard Business School
MBA
Harvard University
AB
Banc of America Securities Managing DirectorBank of America Merrill Lynch2009 - Present
Education
Harvard Business School
MBA
Harvard University
AB
Cyril Jones's Banc of America Securities Experience May 1997 - August 1997
Job Managing Partner, RKJ Partners, LLC
Industry Investment Banking
Experience
RKJ Partners, LLC June 2008 - Present
Jones Consulting Group June 2006 - June 2008
Jones + Ingram Logistics, Inc. March 2003 - June 2006
Wachovia Securities/Wells Fargo August 1998 - March 2003
Banc of America Securities May 1997 - August 1997
Wheat First Butcher Singer January 1996 - May 1996
Skills
Recapitalizations, Capital Raises, Mergers, Investments, Due Diligence, Acquisitions, Business Analysis, Financial Modeling, Financial Analysis, Deal Structuring, Business Development, Lower Middle Market, Funding, Financial Structuring, Leadership, Capital, Structured Finance, Investment Banking, Banking, Mergers & Acquisitions, Analysis, Corporate Finance, Negotiation, Securities, Private Equity, Business Planning, Venture Capital, LBO, Mezzanine, Strategy, Management, Middle Market, Finance, Portfolio Management, Valuation, Start-ups, Private Placements, Executive Management, Corporate Development, Growth Capital, Business Valuation, Restructuring, Asset Management, Deal Sourcing, Capital Raising, Leveraged Finance, M&A experience, Divestitures, Emerging Markets, IPO
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
MBA, Finance
Howard University
BBA
St. Augustine High School (New Orleans, LA)
RKJ Partners, LLC June 2008 - Present
Jones Consulting Group June 2006 - June 2008
Jones + Ingram Logistics, Inc. March 2003 - June 2006
Wachovia Securities/Wells Fargo August 1998 - March 2003
Banc of America Securities May 1997 - August 1997
Wheat First Butcher Singer January 1996 - May 1996
Skills
Recapitalizations, Capital Raises, Mergers, Investments, Due Diligence, Acquisitions, Business Analysis, Financial Modeling, Financial Analysis, Deal Structuring, Business Development, Lower Middle Market, Funding, Financial Structuring, Leadership, Capital, Structured Finance, Investment Banking, Banking, Mergers & Acquisitions, Analysis, Corporate Finance, Negotiation, Securities, Private Equity, Business Planning, Venture Capital, LBO, Mezzanine, Strategy, Management, Middle Market, Finance, Portfolio Management, Valuation, Start-ups, Private Placements, Executive Management, Corporate Development, Growth Capital, Business Valuation, Restructuring, Asset Management, Deal Sourcing, Capital Raising, Leveraged Finance, M&A experience, Divestitures, Emerging Markets, IPO
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
MBA, Finance
Howard University
BBA
St. Augustine High School (New Orleans, LA)
Roy Kikuyama's Banc of America Securities Experience 2000 - 2003
Job KPIT Manager at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente September 2015 - Present
Kaiser Permanente IT September 2005 - Present
Kaiser Permanente IT 2005 - Present
Banc of America Securities 2000 - 2003
Bank of america 1988 - 2001
Skills
Integration
Education
Harvey Mudd College 1973 — 1976
BS, Physics
Kaiser Permanente September 2015 - Present
Kaiser Permanente IT September 2005 - Present
Kaiser Permanente IT 2005 - Present
Banc of America Securities 2000 - 2003
Bank of america 1988 - 2001
Skills
Integration
Education
Harvey Mudd College 1973 — 1976
BS, Physics
John Alter's Banc of America Securities Experience April 1994 - November 2001
Job Managing Director at Gorman Capital Strategies
Industry Investment Banking
Experience
Gorman Capital Strategies PartnerQ AdvisorsNovember 2001 - June 2006
Banc of America Securities April 1994 - November 2001
Barclays Capital September 1988 - April 1994
Education
Georgetown University 1984 — 1988
BSBA
Gorman Capital Strategies PartnerQ AdvisorsNovember 2001 - June 2006
Banc of America Securities April 1994 - November 2001
Barclays Capital September 1988 - April 1994
Education
Georgetown University 1984 — 1988
BSBA
Caroline Bliss's Banc of America Securities Experience May 2000 - July 2000
Job Vice President at Crestview Partners, LLC
Industry Venture Capital & Private Equity
Experience
Crestview Partners, LLC July 2011 - Present
T. Rowe Price June 2010 - August 2010
Crestview Partners August 2007 - June 2009
Bain & Company August 2005 - July 2007
Banc of America Securities May 2000 - July 2000
Education
Harvard Business School 2009 — 2011
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance and Accounting
Crestview Partners, LLC July 2011 - Present
T. Rowe Price June 2010 - August 2010
Crestview Partners August 2007 - June 2009
Bain & Company August 2005 - July 2007
Banc of America Securities May 2000 - July 2000
Education
Harvard Business School 2009 — 2011
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance and Accounting
Alex Fridman's Banc of America Securities Experience 2000 - 2000
Job Managing Director at Peakstone Group
Industry Venture Capital & Private Equity
Experience
The Peakstone Group September 2008 - Present
PAG Capital Partners September 2008 - Present
Lehman Brothers 2000 - 2008
Banc of America Securities 2000 - 2000
The ProAction Group 1996 - 2000
Skills
Entrepreneur, Investment Banking, Private Equity, Mergers, Acquisitions, Capital Markets, Capital Structure, Growth Capital, Corporate Development, Venture Capital, Advisory Boards, Board Leadership, Entrepreneurship, Mergers & Acquisitions, Restructuring, Leadership, Private Placements, LBO, Capital, Due Diligence, Leveraged Finance, M&A experience, Buyouts, Divestitures, Valuation
Education
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance, Economics
Niles North High School
The Peakstone Group September 2008 - Present
PAG Capital Partners September 2008 - Present
Lehman Brothers 2000 - 2008
Banc of America Securities 2000 - 2000
The ProAction Group 1996 - 2000
Skills
Entrepreneur, Investment Banking, Private Equity, Mergers, Acquisitions, Capital Markets, Capital Structure, Growth Capital, Corporate Development, Venture Capital, Advisory Boards, Board Leadership, Entrepreneurship, Mergers & Acquisitions, Restructuring, Leadership, Private Placements, LBO, Capital, Due Diligence, Leveraged Finance, M&A experience, Buyouts, Divestitures, Valuation
Education
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance, Economics
Niles North High School
Jonathan Farley's Banc of America Securities Experience August 2000 - January 2002
Job Citi Sports Finance
Industry Sports
Experience
Citi June 2007 - Present
Sumitomo Mitsui Banking Corporation January 2005 - June 2007
Sumitomo Mitsui Banking Corporation January 2002 - January 2005
Banc of America Securities August 2000 - January 2002
Sumitomo Mitsui Banking Corporation January 1996 - August 1998
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Political Science
Citi June 2007 - Present
Sumitomo Mitsui Banking Corporation January 2005 - June 2007
Sumitomo Mitsui Banking Corporation January 2002 - January 2005
Banc of America Securities August 2000 - January 2002
Sumitomo Mitsui Banking Corporation January 1996 - August 1998
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Political Science
Kaushik Gohil's Banc of America Securities Experience March 2003 - August 2003
Job contractor at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2009 - Present
UBS Investment Bank July 2005 - September 2006
Smith Barney September 2003 - June 2005
Banc of America Securities March 2003 - August 2003
JPMorgan Chase April 2001 - December 2002
Goldman Sachs June 1997 - March 2001
Education
New Jersey Institute of Technology 1994 — 1996
M.S., Computer Science
Indian Institute of Technology, Bombay 1978 — 1984
B. Tech, Mechanical Engineer
TIAA-CREF January 2009 - Present
UBS Investment Bank July 2005 - September 2006
Smith Barney September 2003 - June 2005
Banc of America Securities March 2003 - August 2003
JPMorgan Chase April 2001 - December 2002
Goldman Sachs June 1997 - March 2001
Education
New Jersey Institute of Technology 1994 — 1996
M.S., Computer Science
Indian Institute of Technology, Bombay 1978 — 1984
B. Tech, Mechanical Engineer
Bill Cassidy's Banc of America Securities Experience January 2002 - July 2006
Job EVP & CFO at Bonanza Creek Energy, Inc.
Industry Oil & Energy
Experience
Bonanza Creek Energy, Inc. September 2013 - Present
Oasis Petroleum Inc. September 2010 - Present
RPA Capital, LLC November 2009 - September 2013
Puma Energy International May 2013 - August 2013
GasValpo SA, Chile September 2008 - September 2012
USDCM LLC November 2008 - October 2009
Barclays Capital Inc. July 2006 - October 2008
Banc of America Securities January 2002 - July 2006
JP Morgan Securities Inc. August 1995 - December 2001
Conoco Inc. September 1989 - July 1993
Skills
Investment Banking, Private Equity, Natural Gas, Gas, Valuation, Energy, Energy Industry, Investments, Venture Capital, Emerging Markets, Mergers & Acquisitions, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Imperial College London 1988 — 1989
MS
University College Cork 1984 — 1988
BS
Bonanza Creek Energy, Inc. September 2013 - Present
Oasis Petroleum Inc. September 2010 - Present
RPA Capital, LLC November 2009 - September 2013
Puma Energy International May 2013 - August 2013
GasValpo SA, Chile September 2008 - September 2012
USDCM LLC November 2008 - October 2009
Barclays Capital Inc. July 2006 - October 2008
Banc of America Securities January 2002 - July 2006
JP Morgan Securities Inc. August 1995 - December 2001
Conoco Inc. September 1989 - July 1993
Skills
Investment Banking, Private Equity, Natural Gas, Gas, Valuation, Energy, Energy Industry, Investments, Venture Capital, Emerging Markets, Mergers & Acquisitions, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Imperial College London 1988 — 1989
MS
University College Cork 1984 — 1988
BS
John Lux's Banc of America Securities Experience June 2004 - June 2006
Job Executive Director at JPMorgan Asset Management
Industry Investment Management
Experience
JPMorgan Chase 2006 - Present
Banc of America Securities June 2004 - June 2006
Education
Georgetown University 2000 — 2004
BS, Finance, International Business
JPMorgan Chase 2006 - Present
Banc of America Securities June 2004 - June 2006
Education
Georgetown University 2000 — 2004
BS, Finance, International Business
Perry Braun's Banc of America Securities Experience 2002 - 2005
Job Senior Vice President, Chief Investment Officer at Wilton Re
Industry Insurance
Experience
Wilton Re September 2008 - Present
Wilton Re January 2005 - September 2008
Banc of America Securities 2002 - 2005
Credit Suisse First Boston January 1999 - December 2001
Donaldson, Lufkin & Jenrette 1991 - 1999
Goldman Sachs August 1987 - April 1991
Meriill Lynch 1986 - 1986
Mutual of New York August 1983 - August 1984
Skills
Private Equity, Financial Modeling, Investments, Series 7, Financial Analysis, Valuation, Management, Capital Markets, Portfolio Management, Fixed Income, Risk Management, Financial Risk, Alternative Investments, Investment Banking, Equities, Insurance, Hedge Funds, Asset Allocation, Securities, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
JD
Yale University 1979 — 1983
BA, History
Wilton Re September 2008 - Present
Wilton Re January 2005 - September 2008
Banc of America Securities 2002 - 2005
Credit Suisse First Boston January 1999 - December 2001
Donaldson, Lufkin & Jenrette 1991 - 1999
Goldman Sachs August 1987 - April 1991
Meriill Lynch 1986 - 1986
Mutual of New York August 1983 - August 1984
Skills
Private Equity, Financial Modeling, Investments, Series 7, Financial Analysis, Valuation, Management, Capital Markets, Portfolio Management, Fixed Income, Risk Management, Financial Risk, Alternative Investments, Investment Banking, Equities, Insurance, Hedge Funds, Asset Allocation, Securities, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
JD
Yale University 1979 — 1983
BA, History
Larry LPetri111's Banc of America Securities Experience April 2003 - January 2009
Job CoFounder at New Road Capital Partners, LLC
Industry Investment Banking
Experience
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - April 2013
Citadel Securities 2010 - 2011
ICP Capital April 2009 - March 2010
Banc of America Securities April 2003 - January 2009
Morgan Stanley October 1987 - April 2003
Skills
Capital Markets, MBS, Management, Equities, Bloomberg, Series 7, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Finance, Investment Banking, Asset Management, Valuation, Financial Modeling
Education
Hofstra University 1977 — 1979
MBA, Management
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - April 2013
Citadel Securities 2010 - 2011
ICP Capital April 2009 - March 2010
Banc of America Securities April 2003 - January 2009
Morgan Stanley October 1987 - April 2003
Skills
Capital Markets, MBS, Management, Equities, Bloomberg, Series 7, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Finance, Investment Banking, Asset Management, Valuation, Financial Modeling
Education
Hofstra University 1977 — 1979
MBA, Management
Carl Reichardt's Banc of America Securities Experience 2000 - 2003
Job Chief Investment Officer at Hacienda Capital Partners LLC
Industry Investment Management
Experience
Hacienda Capital Partners LLC October 2012 - Present
John Burns Real Estate Consulting January 2012 - July 2012
Wells Fargo Securities LLC 2003 - 2011
Banc of America Securities 2000 - 2003
Stampede Ventures LLC 1997 - 2000
Montgomery Securities 1993 - 1997
Fieldstone Communities 1988 - 1991
Skills
Investments, Strategic Planning, Management, Valuation, Equity Research, Financial Modeling, Equities, Real Estate, Product Development, Financial Analysis, Due Diligence, Investment Banking
Education
Stanford University Graduate School of Business 1991 — 1993
M.B.A., Business
Georgetown University 1983 — 1987
B.A., English
Hacienda Capital Partners LLC October 2012 - Present
John Burns Real Estate Consulting January 2012 - July 2012
Wells Fargo Securities LLC 2003 - 2011
Banc of America Securities 2000 - 2003
Stampede Ventures LLC 1997 - 2000
Montgomery Securities 1993 - 1997
Fieldstone Communities 1988 - 1991
Skills
Investments, Strategic Planning, Management, Valuation, Equity Research, Financial Modeling, Equities, Real Estate, Product Development, Financial Analysis, Due Diligence, Investment Banking
Education
Stanford University Graduate School of Business 1991 — 1993
M.B.A., Business
Georgetown University 1983 — 1987
B.A., English
Bill Casey's Banc of America Securities Experience March 2005 - May 2007
Job Hedge Fund Marketer
Industry Investment Management
Experience
King Street Capital Management January 2009 - Present
JP Morgan May 2007 - December 2008
Banc of America Securities March 2005 - May 2007
Morgan Stanley July 1991 - March 2005
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance, Accounting
King Street Capital Management January 2009 - Present
JP Morgan May 2007 - December 2008
Banc of America Securities March 2005 - May 2007
Morgan Stanley July 1991 - March 2005
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance, Accounting
Justin Cappadoro's Banc of America Securities Experience October 2002 - February 2007
Job Director at Millennium Capital Management
Industry Financial Services
Experience
Millennium Management September 2014 - Present
ENSO Financial Management, LLP December 2013 - September 2014
UniCredit Markets & Investment Banking July 2011 - September 2013
Merrill Lynch March 2007 - June 2011
Banc of America Securities October 2002 - February 2007
Skills
Securities Lending, Equities, Swaps, Series 63, Series 7, Series 24, Settlement, Collateral Management, Series 55, Capital Markets, FINRA, Prime Brokerage, Hedge Funds, Portfolio Management
Education
Hofstra University
Finance
Millennium Management September 2014 - Present
ENSO Financial Management, LLP December 2013 - September 2014
UniCredit Markets & Investment Banking July 2011 - September 2013
Merrill Lynch March 2007 - June 2011
Banc of America Securities October 2002 - February 2007
Skills
Securities Lending, Equities, Swaps, Series 63, Series 7, Series 24, Settlement, Collateral Management, Series 55, Capital Markets, FINRA, Prime Brokerage, Hedge Funds, Portfolio Management
Education
Hofstra University
Finance
Peter Glaser's Banc of America Securities Experience 2005 - 2006
Job Member, KKR Capital Markets at Kohlberg Kravis Roberts & Co.
Industry Financial Services
Experience
Kohlberg Kravis Roberts & Co. 2010 - Present
Barclays Capital 2006 - 2010
Banc of America Securities 2005 - 2006
Goldman Sachs 2000 - 2005
Warburg Dillon Read 1997 - 2000
James D. Wolfensohn Inc. 1994 - 1997
Dillon, Read & Co. Inc. 1990 - 1992
Kurt Salmon Associates 1988 - 1990
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania 1984 — 1988
BA, History & Political Science
Kohlberg Kravis Roberts & Co. 2010 - Present
Barclays Capital 2006 - 2010
Banc of America Securities 2005 - 2006
Goldman Sachs 2000 - 2005
Warburg Dillon Read 1997 - 2000
James D. Wolfensohn Inc. 1994 - 1997
Dillon, Read & Co. Inc. 1990 - 1992
Kurt Salmon Associates 1988 - 1990
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania 1984 — 1988
BA, History & Political Science
Craig Fanning's Banc of America Securities Experience 2002 - 2004
Job Convey Inc. an OlsenSpeech Company
Industry Financial Services
Experience
Convey Inc. an OlsenSpeech Company June 2014 - Present
E.J. Delarosa November 2012 - Present
MF Global 2009 - January 2010
Countrywide Securities Corporation 2004 - 2006
Banc of America Securities 2002 - 2004
UBS 1996 - 2000
Lehman Brothers 1993 - 1996
Skills
Rates, Fixed Income, Bonds, Fixed Income Trading, Series 7, Trading, Back Office, Capital Markets, Bloomberg, Credit Derivatives, Derivatives, Electronic Trading, Equities, Equity Trading, FX Options, Equity Derivatives, Hedge Funds, Interest Rate..., Financial Markets, Middle Office, Options, Prime Brokerage, Securities, Settlement, Structured Products, Swaps, Trading Systems, Investment Banking, Sales, Project Management, Marketing Communications, Marketing, Social Networking
Education
Hofstra University
B.B.A, Finance
Convey Inc. an OlsenSpeech Company June 2014 - Present
E.J. Delarosa November 2012 - Present
MF Global 2009 - January 2010
Countrywide Securities Corporation 2004 - 2006
Banc of America Securities 2002 - 2004
UBS 1996 - 2000
Lehman Brothers 1993 - 1996
Skills
Rates, Fixed Income, Bonds, Fixed Income Trading, Series 7, Trading, Back Office, Capital Markets, Bloomberg, Credit Derivatives, Derivatives, Electronic Trading, Equities, Equity Trading, FX Options, Equity Derivatives, Hedge Funds, Interest Rate..., Financial Markets, Middle Office, Options, Prime Brokerage, Securities, Settlement, Structured Products, Swaps, Trading Systems, Investment Banking, Sales, Project Management, Marketing Communications, Marketing, Social Networking
Education
Hofstra University
B.B.A, Finance
Davidson Hall's Banc of America Securities Experience 2003 - 2008
Job MD at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2008 - Present
Stephens Inc 2008 - Present
Banc of America Securities 2003 - 2008
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Furman University 1992 — 1996
Catholic high school
Stephens Inc. July 2008 - Present
Stephens Inc 2008 - Present
Banc of America Securities 2003 - 2008
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Furman University 1992 — 1996
Catholic high school
Raymond Cubero's Banc of America Securities Experience April 2004 - December 2008
Job Founder/CIO of Verdant Capital
Industry Financial Services
Experience
Verdant Capital Advisors 2013 - Present
City on a Hill Capital October 2009 - December 2012
Banc of America Securities April 2004 - December 2008
Skills
High Yield, Capital Markets, Hedge Funds, Bonds, Hedging, Structured Finance, Investment Banking, Equities, Leveraged Finance, Mutual Funds, Private Equity, Trading
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance and General Management
Georgetown University 1978 — 1981
BA, Economics
Verdant Capital Advisors 2013 - Present
City on a Hill Capital October 2009 - December 2012
Banc of America Securities April 2004 - December 2008
Skills
High Yield, Capital Markets, Hedge Funds, Bonds, Hedging, Structured Finance, Investment Banking, Equities, Leveraged Finance, Mutual Funds, Private Equity, Trading
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance and General Management
Georgetown University 1978 — 1981
BA, Economics
Bill Simerville's Banc of America Securities Experience 1997 - 2007
Job Senior Vice President, Capital Markets for Cushman & Wakefield | Thalhimer
Industry Commercial Real Estate
Experience
Cushman & Wakefield Thalhimer March 2013 - Present
Cassidy Turley July 2011 - March 2013
Bank of America May 1993 - April 2008
Banc of America Securities 1997 - 2007
NationsBank 1993 - 1997
Shiplett-Wilkins & Associates 1988 - 1993
Skills
Valuation, Asset Management, Loans, Portfolio Management, Real Estate, Commercial Real Estate, Structured Finance, Financial Structuring, Capital Markets, Mortgage Lending, Loan Origination, Disposition, Underwriting, CMBS, Securitization, Due Diligence
Education
Guilford College 1984 — 1988
Bachelor of Science (B.S.), Political Science. Minor in Business Management
Charlotte Latin School 1972 — 1984
Cushman & Wakefield Thalhimer March 2013 - Present
Cassidy Turley July 2011 - March 2013
Bank of America May 1993 - April 2008
Banc of America Securities 1997 - 2007
NationsBank 1993 - 1997
Shiplett-Wilkins & Associates 1988 - 1993
Skills
Valuation, Asset Management, Loans, Portfolio Management, Real Estate, Commercial Real Estate, Structured Finance, Financial Structuring, Capital Markets, Mortgage Lending, Loan Origination, Disposition, Underwriting, CMBS, Securitization, Due Diligence
Education
Guilford College 1984 — 1988
Bachelor of Science (B.S.), Political Science. Minor in Business Management
Charlotte Latin School 1972 — 1984
Parveen Nandal's Banc of America Securities Experience 2000 - 2004
Job Vice President, Finance at Marin Software
Industry Internet
Experience
Marin Software 2013 - Present
Yahoo! 2006 - 2012
Jefferies & Company 2004 - 2006
Banc of America Securities 2000 - 2004
PwC 1998 - 2000
Skills
Analytics, Start-ups, Venture Capital, Corporate Development, Financial Modeling, Corporate FP&A, Corporate Finance, Strategic Partnerships, Product Management, Strategy, Mergers, Finance, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1998
MBA, Finance
Indian Institute of Technology, Delhi 1991 — 1995
B. Tech., Engineering
Marin Software 2013 - Present
Yahoo! 2006 - 2012
Jefferies & Company 2004 - 2006
Banc of America Securities 2000 - 2004
PwC 1998 - 2000
Skills
Analytics, Start-ups, Venture Capital, Corporate Development, Financial Modeling, Corporate FP&A, Corporate Finance, Strategic Partnerships, Product Management, Strategy, Mergers, Finance, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1998
MBA, Finance
Indian Institute of Technology, Delhi 1991 — 1995
B. Tech., Engineering
Arun Bansal's Banc of America Securities Experience 1995 - 1997
Job Managing Director, Senior Relationship Manager, Insurance Sector, Markets
Industry Financial Services
Experience
Citigroup July 2015 - Present
Citi June 2010 - June 2015
Towers Watson January 2009 - June 2010
UBS Investment Bank 2003 - 2009
Citigroup 1997 - 2003
Banc of America Securities 1995 - 1997
Bear Stearns 1992 - 1995
Skills
Capital Markets, Derivatives, Investment Banking, Fixed Income, Valuation, Trading, FX Options, Hedge Funds, Risk Management, New Business Development, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1993
Ph.D., Business
New York University - Leonard N. Stern School of Business 1987 — 1991
Master's Degree, Business
Indian Institute of Technology, Delhi 1981 — 1985
B. Tech., Mechanical Engineering
Citigroup July 2015 - Present
Citi June 2010 - June 2015
Towers Watson January 2009 - June 2010
UBS Investment Bank 2003 - 2009
Citigroup 1997 - 2003
Banc of America Securities 1995 - 1997
Bear Stearns 1992 - 1995
Skills
Capital Markets, Derivatives, Investment Banking, Fixed Income, Valuation, Trading, FX Options, Hedge Funds, Risk Management, New Business Development, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1993
Ph.D., Business
New York University - Leonard N. Stern School of Business 1987 — 1991
Master's Degree, Business
Indian Institute of Technology, Delhi 1981 — 1985
B. Tech., Mechanical Engineering
Chad Litman's Banc of America Securities Experience May 2002 - May 2003
Job Analyst at First Republic Bank
Industry Banking
Experience
First Republic Investment Management August 2008 - Present
UBS June 2003 - July 2006
Banc of America Securities May 2002 - May 2003
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Debt, Fixed Income, Hedge Funds, Alternative Investments, Investment Banking, Equity Research, Portfolio Management, Asset Management
Education
San Francisco State University 1995 — 1999
History, Philosophy
Fenn School
Golden Gate University
Law School
First Republic Investment Management August 2008 - Present
UBS June 2003 - July 2006
Banc of America Securities May 2002 - May 2003
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Debt, Fixed Income, Hedge Funds, Alternative Investments, Investment Banking, Equity Research, Portfolio Management, Asset Management
Education
San Francisco State University 1995 — 1999
History, Philosophy
Fenn School
Golden Gate University
Law School
Keith Hennessey's Banc of America Securities Experience 2004 - December 2008
Job Head of PublicPrivate Partnerships, Bechtel Infrastructure
Industry Financial Services
Experience
Bechtel Infrastructure June 2015 - Present
Bechtel Infrastructure Corporation October 2014 - June 2015
Bechtel Group Inc. September 2013 - October 2014
Bechtel Power Corporation March 2012 - September 2013
Bank of America Merrill Lynch April 2004 - March 2012
Banc of America Securities 2004 - December 2008
Morgan Stanley 1994 - 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Bloomberg, Derivatives, Financial Structuring, Structured Finance, Risk Management, Finance, Portfolio Management, Equities, Corporate Development, M&A experience, Management, Emerging Markets, Securities
Education
Harvard Business School 1989 — 1991
MBA, General Management
Georgetown University 1983 — 1987
B.S., Finance & Philosophy, Magna cum Laude
Bechtel Infrastructure June 2015 - Present
Bechtel Infrastructure Corporation October 2014 - June 2015
Bechtel Group Inc. September 2013 - October 2014
Bechtel Power Corporation March 2012 - September 2013
Bank of America Merrill Lynch April 2004 - March 2012
Banc of America Securities 2004 - December 2008
Morgan Stanley 1994 - 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Bloomberg, Derivatives, Financial Structuring, Structured Finance, Risk Management, Finance, Portfolio Management, Equities, Corporate Development, M&A experience, Management, Emerging Markets, Securities
Education
Harvard Business School 1989 — 1991
MBA, General Management
Georgetown University 1983 — 1987
B.S., Finance & Philosophy, Magna cum Laude
Paul Hannaway's Banc of America Securities Experience December 2008 - May 2009
Job AVP Deliveries Manager at Dutch Bank owned International FCM
Industry Financial Services
Experience
Dutch bank owned International FCM AVP Deliveries ManagerDutch Bank owned International FCMDecember 2013 - Present
Fortis Clearing Americas June 2010 - Present
NewEdge 2010 - 2010
Bank of America Merrill Lynch July 2009 - November 2009
Banc of America Securities December 2008 - May 2009
Banc of America Securities June 2005 - December 2008
Banc of America Securities April 1999 - June 2005
Nationsbanc/CRT May 1995 - April 1999
CRT Services May 1993 - May 1995
Skills
Finance, Portfolio Management, Customer Service, Options, Financial Analysis, Trading Systems, Change Management, Investments, Fixed Income, Microsoft Excel, Equities, Back Office, Trading, Project Management, Settlement, Financial Markets, Hedge Funds, Risk Management, Derivatives
Education
Northern Illinois University 1994 — 1997
Bachelors of Arts, Anthropology/Archeology
Harper College 1992 — 1994
Associate of Arts, Anthropology/Biology
Dutch bank owned International FCM AVP Deliveries ManagerDutch Bank owned International FCMDecember 2013 - Present
Fortis Clearing Americas June 2010 - Present
NewEdge 2010 - 2010
Bank of America Merrill Lynch July 2009 - November 2009
Banc of America Securities December 2008 - May 2009
Banc of America Securities June 2005 - December 2008
Banc of America Securities April 1999 - June 2005
Nationsbanc/CRT May 1995 - April 1999
CRT Services May 1993 - May 1995
Skills
Finance, Portfolio Management, Customer Service, Options, Financial Analysis, Trading Systems, Change Management, Investments, Fixed Income, Microsoft Excel, Equities, Back Office, Trading, Project Management, Settlement, Financial Markets, Hedge Funds, Risk Management, Derivatives
Education
Northern Illinois University 1994 — 1997
Bachelors of Arts, Anthropology/Archeology
Harper College 1992 — 1994
Associate of Arts, Anthropology/Biology
Maria Gonzalez, CFA's Banc of America Securities Experience 2002 - 2003
Job AVP Retirement Plans Administration at The Standard
Industry Financial Services
Experience
The Standard July 2014 - Present
The Standard September 2010 - July 2014
The Standard June 2007 - September 2010
The Standard 2005 - 2007
The Standard 2003 - 2005
Banc of America Securities 2002 - 2003
Goldman Sachs July 1999 - December 2001
Merrill Lynch June 1997 - June 1999
Skills
Finance, Strategy, Strategic Financial..., Strategic Planning, Financial Services, Risk Management, Analytics, Budgets, Financial Reporting, Investments, Program Management, Leadership, Retirement Planning, Project Management
Education
Harvard University 1993 — 1997
BA, Economics
The Standard July 2014 - Present
The Standard September 2010 - July 2014
The Standard June 2007 - September 2010
The Standard 2005 - 2007
The Standard 2003 - 2005
Banc of America Securities 2002 - 2003
Goldman Sachs July 1999 - December 2001
Merrill Lynch June 1997 - June 1999
Skills
Finance, Strategy, Strategic Financial..., Strategic Planning, Financial Services, Risk Management, Analytics, Budgets, Financial Reporting, Investments, Program Management, Leadership, Retirement Planning, Project Management
Education
Harvard University 1993 — 1997
BA, Economics
Gina Orlins's Banc of America Securities Experience 1996 - 1998
Job
Industry Financial Services
Experience
Credit Suisse 2010 - Present
Westmont Montessori School 2008 - Present
Credit Suisse 1998 - 2007
Banc of America Securities 1996 - 1998
General Electric Capital Corporation 1990 - 1994
Education
Harvard Business School 1994 — 1996
MBA
University of Vermont 1986 — 1990
BS
Credit Suisse 2010 - Present
Westmont Montessori School 2008 - Present
Credit Suisse 1998 - 2007
Banc of America Securities 1996 - 1998
General Electric Capital Corporation 1990 - 1994
Education
Harvard Business School 1994 — 1996
MBA
University of Vermont 1986 — 1990
BS
William Parkerson's Banc of America Securities Experience 2003 - 2008
Job Senior Advisor, Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners January 2011 - Present
Palmer Square Capital Management 2009 - Present
Banc of America Securities 2003 - 2008
Goldman Sachs 1999 - 2003
Education
Harvard University
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Perella Weinberg Partners January 2011 - Present
Palmer Square Capital Management 2009 - Present
Banc of America Securities 2003 - 2008
Goldman Sachs 1999 - 2003
Education
Harvard University
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Stuart Gleichenhaus's Banc of America Securities Experience 1991 - 2001
Job Senior Managing Director FTI Consulting
Industry
Experience
ANGUS Chemical Company November 2014 - Present
FTI Consulting 2007 - Present
Styron LLC May 2010 - December 2012
Keystone Automotive Operations 2008 - 2009
Lineage Power 2007 - 2008
IOS Europe 2007 - 2007
EaglePicher, Inc. 2005 - 2006
Ernst & Young 2001 - 2004
Banc of America Securities 1991 - 2001
Skills
Restructuring, Due Diligence, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Analysis, Valuation, Management, Capital Markets, Divestitures, Mergers, Change Management
Education
Harvard Business School
ANGUS Chemical Company November 2014 - Present
FTI Consulting 2007 - Present
Styron LLC May 2010 - December 2012
Keystone Automotive Operations 2008 - 2009
Lineage Power 2007 - 2008
IOS Europe 2007 - 2007
EaglePicher, Inc. 2005 - 2006
Ernst & Young 2001 - 2004
Banc of America Securities 1991 - 2001
Skills
Restructuring, Due Diligence, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Analysis, Valuation, Management, Capital Markets, Divestitures, Mergers, Change Management
Education
Harvard Business School
Seth Palmer's Banc of America Securities Experience June 2003 - June 2006
Job Vice President at BlackRock
Industry Venture Capital & Private Equity
Experience
BlackRock August 2010 - Present
L.L.Bean June 2009 - August 2009
Weston Presidio Capital August 2006 - July 2008
Banc of America Securities June 2003 - June 2006
Education
Harvard Business School 2008 — 2010
MBA
University of Michigan 1999 — 2003
BA
Oxford University, St. Catherine's College 2002 — 2002
BlackRock August 2010 - Present
L.L.Bean June 2009 - August 2009
Weston Presidio Capital August 2006 - July 2008
Banc of America Securities June 2003 - June 2006
Education
Harvard Business School 2008 — 2010
MBA
University of Michigan 1999 — 2003
BA
Oxford University, St. Catherine's College 2002 — 2002
Zahid Biviji's Banc of America Securities Experience September 2001 - October 2011
Job Managing Director at Deustche Bank
Industry Investment Banking
Experience
Deustche Bank April 2012 - Present
Banc of America Securities September 2001 - October 2011
Education
Harvard University 1997 — 2001
AB, Statistics
Deustche Bank April 2012 - Present
Banc of America Securities September 2001 - October 2011
Education
Harvard University 1997 — 2001
AB, Statistics
Eva Frissora's Banc of America Securities Experience June 2006 - October 2007
Job Senior Associate at Prospect Capital Management
Industry Venture Capital & Private Equity
Experience
Prospect Capital Management June 2013 - Present
BMO Capital Markets July 2009 - August 2011
BMO Capital Markets November 2007 - July 2009
Banc of America Securities June 2006 - October 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Bloomberg, Equities, Equity Research, Fixed Income, Due Diligence, Mergers & Acquisitions, Hedge Funds, Investments, Financial Analysis, Venture Capital, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management, Palmer Scholar (Top 5% of class)
Harvard University 2002 — 2006
A.B., Economics
Prospect Capital Management June 2013 - Present
BMO Capital Markets July 2009 - August 2011
BMO Capital Markets November 2007 - July 2009
Banc of America Securities June 2006 - October 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Bloomberg, Equities, Equity Research, Fixed Income, Due Diligence, Mergers & Acquisitions, Hedge Funds, Investments, Financial Analysis, Venture Capital, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management, Palmer Scholar (Top 5% of class)
Harvard University 2002 — 2006
A.B., Economics
Michael Bangert's Banc of America Securities Experience May 2004 - June 2006
Job Client Accountant/Patent, Real Estate & Corporate Finance at Wilson Sonsini Goodrich & Rosati
Industry Legal Services
Experience
Wilson Sonsini Goodrich & Rosati October 2013 - Present
Wilson Sonsini Goodrich & Rosati April 2013 - October 2013
William-Sonoma, Inc. August 2010 - February 2013
Townsend, Townsend & Crew, LLP August 2008 - July 2009
JP Morgan Securities June 2006 - May 2008
PricewaterhouseCoopers 2008 - 2008
Banc of America Securities May 2004 - June 2006
CIR Ventures January 2002 - November 2002
Mayfield Fund 1999 - 2001
Skills
Budgeting, Accounting, Forecasting, Project Accounting, Vendor Management, Compliance, Internal Controls, Budgets, Patent Prosecution, Patent Searching
Education
University of California, Berkeley 2009 — 2010
Graduate Certificate
Golden Gate University 2007 — 2009
Graduate Certificate
San Francisco State University 2000 — 2004
Bachelor of Arts (BA)
College of San Mateo 1990 — 1992
Associates of Science
Wilson Sonsini Goodrich & Rosati October 2013 - Present
Wilson Sonsini Goodrich & Rosati April 2013 - October 2013
William-Sonoma, Inc. August 2010 - February 2013
Townsend, Townsend & Crew, LLP August 2008 - July 2009
JP Morgan Securities June 2006 - May 2008
PricewaterhouseCoopers 2008 - 2008
Banc of America Securities May 2004 - June 2006
CIR Ventures January 2002 - November 2002
Mayfield Fund 1999 - 2001
Skills
Budgeting, Accounting, Forecasting, Project Accounting, Vendor Management, Compliance, Internal Controls, Budgets, Patent Prosecution, Patent Searching
Education
University of California, Berkeley 2009 — 2010
Graduate Certificate
Golden Gate University 2007 — 2009
Graduate Certificate
San Francisco State University 2000 — 2004
Bachelor of Arts (BA)
College of San Mateo 1990 — 1992
Associates of Science
Krick Clark's Banc of America Securities Experience 2001 - 2004
Job Telecom, Media and Entertainment Fixed Income Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments 2008 - July 2012
Wachovia Securities 2004 - 2008
Banc of America Securities 2001 - 2004
First Union Securities June 1998 - March 2001
Skills
CFA, Painting, Yoga, Investment Banking, Chartered Financial..., Banking, Capital Markets, Bonds, Equities, Asset Management, ABS, Bloomberg, Financial Institutions, Investments, Portfolio Management, Finance, Fixed Income, Valuation, Financial Modeling
Education
Georgetown University 1994 — 1998
B.S., Finance and International Business
Fidelity Investments July 2012 - Present
Fidelity Investments 2008 - July 2012
Wachovia Securities 2004 - 2008
Banc of America Securities 2001 - 2004
First Union Securities June 1998 - March 2001
Skills
CFA, Painting, Yoga, Investment Banking, Chartered Financial..., Banking, Capital Markets, Bonds, Equities, Asset Management, ABS, Bloomberg, Financial Institutions, Investments, Portfolio Management, Finance, Fixed Income, Valuation, Financial Modeling
Education
Georgetown University 1994 — 1998
B.S., Finance and International Business
Milan Mitra's Banc of America Securities Experience February 2006 - June 2006
Job Senior Account Manager at IMG
Industry Sports
Experience
IMG April 2015 - Present
GMR Marketing October 2012 - April 2015
Samsung August 2011 - September 2012
Wasserman Media Group June 2008 - August 2011
Comperio Research/IMG September 2007 - January 2008
Banc of America Securities February 2006 - June 2006
Las Vegas Hilton 2006 - 2006
NYC2012, New York's Olympic Bid January 2005 - July 2005
Skills
Sports Marketing, Event Management, Marketing Strategy, Sports, Social Media, Social Media Marketing, Marketing Communications, Marketing, Sponsorship, Integrated Marketing, Relationship Marketing, Digital Marketing, Brand Management, Brand Development, Digital Media
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc, Social and Cultural Psychology
Haverford College 2000 — 2004
BA, History and German
IMG April 2015 - Present
GMR Marketing October 2012 - April 2015
Samsung August 2011 - September 2012
Wasserman Media Group June 2008 - August 2011
Comperio Research/IMG September 2007 - January 2008
Banc of America Securities February 2006 - June 2006
Las Vegas Hilton 2006 - 2006
NYC2012, New York's Olympic Bid January 2005 - July 2005
Skills
Sports Marketing, Event Management, Marketing Strategy, Sports, Social Media, Social Media Marketing, Marketing Communications, Marketing, Sponsorship, Integrated Marketing, Relationship Marketing, Digital Marketing, Brand Management, Brand Development, Digital Media
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc, Social and Cultural Psychology
Haverford College 2000 — 2004
BA, History and German
Jon Barufka's Banc of America Securities Experience April 2004 - March 2009
Job Equities QA Consultant at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital December 2012 - Present
Pragma Securities LLC January 2012 - October 2012
Barclays Capital March 2009 - January 2012
Banc of America Securities April 2004 - March 2009
INSTINET Corporation 1996 - 2004
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Trading, Options, Market Data, Trading System, Testing, Risk Management, Exchange Connectivity, Unix, Requirements Analysis, SDLC, Quality Assurance, User Acceptance Testing, Business Analysis, Order Management, Low Latency, Software Quality...
Education
Hofstra University
Wheatley HS
Barclays Capital December 2012 - Present
Pragma Securities LLC January 2012 - October 2012
Barclays Capital March 2009 - January 2012
Banc of America Securities April 2004 - March 2009
INSTINET Corporation 1996 - 2004
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Trading, Options, Market Data, Trading System, Testing, Risk Management, Exchange Connectivity, Unix, Requirements Analysis, SDLC, Quality Assurance, User Acceptance Testing, Business Analysis, Order Management, Low Latency, Software Quality...
Education
Hofstra University
Wheatley HS
Vincent Mango's Banc of America Securities Experience August 2007 - June 2011
Job Senior Financial Analyst
Industry Financial Services
Experience
Credit Suisse March 2012 - June 2012
HSBC July 2011 - November 2011
Banc of America Securities August 2007 - June 2011
BNY Mellon September 1998 - August 2007
Bear Stearns October 1996 - September 1998
Seligman Data Corp 1995 - 1996
Skills
Analysis, Trading, Treasury, Financial Analysis, Finance, Risk Management, Banking, Fixed Income, Forecasting, Variance Analysis, Equities, Financial Statements, Equity Derivatives, Asset Management, Business Analysis, Derivatives, Financial Modeling, Financial Reporting, Financial Risk, Investment Banking, Investments, Managerial Finance, Mutual Funds, Securities
Education
Hofstra University 1991 — 1995
BBA
Chaminade High School 1987 — 1991
Credit Suisse March 2012 - June 2012
HSBC July 2011 - November 2011
Banc of America Securities August 2007 - June 2011
BNY Mellon September 1998 - August 2007
Bear Stearns October 1996 - September 1998
Seligman Data Corp 1995 - 1996
Skills
Analysis, Trading, Treasury, Financial Analysis, Finance, Risk Management, Banking, Fixed Income, Forecasting, Variance Analysis, Equities, Financial Statements, Equity Derivatives, Asset Management, Business Analysis, Derivatives, Financial Modeling, Financial Reporting, Financial Risk, Investment Banking, Investments, Managerial Finance, Mutual Funds, Securities
Education
Hofstra University 1991 — 1995
BBA
Chaminade High School 1987 — 1991
Allen Shifflet's Banc of America Securities Experience January 1996 - January 2007
Job
Industry Capital Markets
Experience
Merrill Lynch January 2007 - Present
Banc of America Securities January 1996 - January 2007
Bank of America January 1986 - January 1993
Skills
Capital Markets, Structured Finance
Education
Harvard Business School
MBA, focus on Banking and Finance
Haverford College
BA, Economics
Merrill Lynch January 2007 - Present
Banc of America Securities January 1996 - January 2007
Bank of America January 1986 - January 1993
Skills
Capital Markets, Structured Finance
Education
Harvard Business School
MBA, focus on Banking and Finance
Haverford College
BA, Economics
Tom Ostrander's Banc of America Securities Experience November 2006 - June 2008
Job Personal Investments
Industry Financial Services
Experience
Personal Investments August 2015 - Present
U.S. Alliance Paper March 2013 - August 2015
GCA Savvian January 2011 - March 2015
LiveAutographs.com March 2009 - December 2010
Banc of America Securities November 2006 - June 2008
Westmoreland Coal Company July 1995 - August 2007
Salomon Brothers/Citigroup March 1989 - September 2006
Kidder Peabody July 1976 - February 1989
Ernst & Whinney May 1972 - August 1975
Skills
Investment Banking, Governance, Equity Capital Markets, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, Private Equity, Strategy, Investments, Venture Capital, IPO, Capital Raising, Capital Markets, Business Development, Corporate Development, LBO, Private Placements, Financial Modeling, Due Diligence, M&A experience, Financial Structuring, Alternative Investments, Emerging Markets, Equities, Hedge Funds, Restructuring, Business Valuation
Education
Harvard Business School 1974 — 1976
Master of Business Administration (M.B.A.), General management/Finance/Strategy, With Distinction (Top 10%)
University of Michigan 1968 — 1972
A.B. Literature, Science & Arts, Economics/Accounting, Cum Laude
Personal Investments August 2015 - Present
U.S. Alliance Paper March 2013 - August 2015
GCA Savvian January 2011 - March 2015
LiveAutographs.com March 2009 - December 2010
Banc of America Securities November 2006 - June 2008
Westmoreland Coal Company July 1995 - August 2007
Salomon Brothers/Citigroup March 1989 - September 2006
Kidder Peabody July 1976 - February 1989
Ernst & Whinney May 1972 - August 1975
Skills
Investment Banking, Governance, Equity Capital Markets, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, Private Equity, Strategy, Investments, Venture Capital, IPO, Capital Raising, Capital Markets, Business Development, Corporate Development, LBO, Private Placements, Financial Modeling, Due Diligence, M&A experience, Financial Structuring, Alternative Investments, Emerging Markets, Equities, Hedge Funds, Restructuring, Business Valuation
Education
Harvard Business School 1974 — 1976
Master of Business Administration (M.B.A.), General management/Finance/Strategy, With Distinction (Top 10%)
University of Michigan 1968 — 1972
A.B. Literature, Science & Arts, Economics/Accounting, Cum Laude
Greg Meldahl's Banc of America Securities Experience 1999 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Banc of America Securities 1999 - 2007
Franklin Templeton Investments 1989 - 1999
Accountants Inc 1987 - 1989
Education
Golden Gate University
Master of Business Administration (MBA), Management
University of Puget Sound
Bachelor of Science (BS), Accounting
University of Washington
Bachelor of Arts (BA), Business Administration
Banc of America Securities 1999 - 2007
Franklin Templeton Investments 1989 - 1999
Accountants Inc 1987 - 1989
Education
Golden Gate University
Master of Business Administration (MBA), Management
University of Puget Sound
Bachelor of Science (BS), Accounting
University of Washington
Bachelor of Arts (BA), Business Administration
Katie Scalzo's Banc of America Securities Experience June 2007 - August 2007
Job Vice President Wells Fargo Energy Group
Industry Banking
Experience
Wells Fargo Energy Group August 2011 - Present
Goldman Sachs July 2008 - July 2011
Banc of America Securities June 2007 - August 2007
Skills
Investment Banking, Corporate Finance, Financial Modeling, Credit, Finance, Valuation, Relationship Management, Commercial Banking, Capital Markets, Portfolio Management, Series 7, Financial Analysis, Banking, Treasury Management, Due Diligence, Risk Management, Credit Analysis, Mergers & Acquisitions, Bloomberg
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Finance
Harvard University 2004 — 2004
Wells Fargo Energy Group August 2011 - Present
Goldman Sachs July 2008 - July 2011
Banc of America Securities June 2007 - August 2007
Skills
Investment Banking, Corporate Finance, Financial Modeling, Credit, Finance, Valuation, Relationship Management, Commercial Banking, Capital Markets, Portfolio Management, Series 7, Financial Analysis, Banking, Treasury Management, Due Diligence, Risk Management, Credit Analysis, Mergers & Acquisitions, Bloomberg
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Finance
Harvard University 2004 — 2004
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS