Banc of America Securities
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, New York, United States Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
Banc of America Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Banc of America Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Banc of America Securities Employees
Employee
Years
Job
Industry
Jared Isham Jared Isham's Banc of America Securities Experience June 2007 - March 2009
Job Associate, The CapStreet Group
Industry Venture Capital & Private Equity
Experience
The CapStreet Group July 2013 - Present
Calpine Corporation June 2009 - August 2011
Banc of America Securities June 2007 - March 2009
Bank of America September 2006 - June 2007
Skills
Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration
Liberty University 2002 — 2006
Bachelor of Science, Finance
The CapStreet Group July 2013 - Present
Calpine Corporation June 2009 - August 2011
Banc of America Securities June 2007 - March 2009
Bank of America September 2006 - June 2007
Skills
Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration
Liberty University 2002 — 2006
Bachelor of Science, Finance
Sarah McDaniel Sarah McDaniel's Banc of America Securities Experience 2000 - 2001
Job Marketing consultant, beauty/CPG and founder, hush beauty labs llc
Industry Cosmetics
Experience
American International Industries 2014 - Present
boscia skincare 2011 - 2012
Peter Thomas Roth January 2009 - December 2011
L'Oreal July 2007 - October 2009
Premiere Beauty Group June 2005 - July 2007
Estee Lauder (Bumble and bumble) July 2004 - May 2005
Estee Lauder (Aveda) 2001 - 2004
Banc of America Securities 2000 - 2001
Saks Fifth Avenue August 1999 - February 2000
Skills
Public Relations, Skin Care, Beauty, Beauty Industry, Social Media, Business Development, Spa, Copywriting, Brand Architecture, Global Marketing, Brand Management, Marketing, Project Management, Marketing Strategy, Integrated Marketing, Product Development, Creative Direction, Retail, Social Media Marketing
Education
Kansas State University 1995 — 1999
B.A. Apparel and Textile Marketing
Pittsburg State University 1993 — 1994
N/A
American International Industries 2014 - Present
boscia skincare 2011 - 2012
Peter Thomas Roth January 2009 - December 2011
L'Oreal July 2007 - October 2009
Premiere Beauty Group June 2005 - July 2007
Estee Lauder (Bumble and bumble) July 2004 - May 2005
Estee Lauder (Aveda) 2001 - 2004
Banc of America Securities 2000 - 2001
Saks Fifth Avenue August 1999 - February 2000
Skills
Public Relations, Skin Care, Beauty, Beauty Industry, Social Media, Business Development, Spa, Copywriting, Brand Architecture, Global Marketing, Brand Management, Marketing, Project Management, Marketing Strategy, Integrated Marketing, Product Development, Creative Direction, Retail, Social Media Marketing
Education
Kansas State University 1995 — 1999
B.A. Apparel and Textile Marketing
Pittsburg State University 1993 — 1994
N/A
Laurence Donald Laurence Donald's Banc of America Securities Experience September 1996 - March 2002
Job Cellar Lead at Gary Farrell Vineyards & Winery
Industry Wine and Spirits
Experience
Gary Farrell Vineyards & Winery May 2013 - Present
Tintara Winery January 2013 - April 2013
Merry edwards Winery July 2012 - December 2012
Leeuwin Estate January 2012 - July 2012
Merry Edwards Winery July 2011 - November 2011
Felton Road Winery November 2010 - July 2011
Outpost Wines September 2009 - November 2009
Waimea Estates Winery February 2009 - March 2009
UBS Wealth Management March 2008 - March 2009
Banc of America Securities September 1996 - March 2002
Skills
Sales, Microsoft Excel, Account Management, Series 7, PowerPoint, Product Marketing, Wine, Microsoft Office
Education
Lincoln University (NZ) 2010 — 2010
Graduate Diploma, Viticulture/Enology
Sonoma State University 2002 — 2005
BS, Business Administration
Santa Rosa Junior College 1994 — 1996
AA, Business Administration and Management, General
Saint Ignatius High School Preparatory 1987 — 1991
HS Diploma
Gary Farrell Vineyards & Winery May 2013 - Present
Tintara Winery January 2013 - April 2013
Merry edwards Winery July 2012 - December 2012
Leeuwin Estate January 2012 - July 2012
Merry Edwards Winery July 2011 - November 2011
Felton Road Winery November 2010 - July 2011
Outpost Wines September 2009 - November 2009
Waimea Estates Winery February 2009 - March 2009
UBS Wealth Management March 2008 - March 2009
Banc of America Securities September 1996 - March 2002
Skills
Sales, Microsoft Excel, Account Management, Series 7, PowerPoint, Product Marketing, Wine, Microsoft Office
Education
Lincoln University (NZ) 2010 — 2010
Graduate Diploma, Viticulture/Enology
Sonoma State University 2002 — 2005
BS, Business Administration
Santa Rosa Junior College 1994 — 1996
AA, Business Administration and Management, General
Saint Ignatius High School Preparatory 1987 — 1991
HS Diploma
Marta Noriega Marta Noriega's Banc of America Securities Experience August 2001 - April 2003
Job Social Sector Management Professional
Industry Education Management
Experience
Education Pioneers June 2014 - Present
Connecticut Coalition for Achievement Now (ConnCAN) June 2014 - Present
GREAT BEGINNINGS MONTESSORI September 2011 - Present
CMTE/NY June 2013 - July 2013
CONCEPT CAFE ADVERTISING March 2006 - September 2009
OLE ADVERTISING January 2004 - January 2006
FLYMEX TRANSPORTATION SYSTEMS May 2003 - December 2003
BANC OF AMERICA SECURITIES August 2001 - April 2003
MERCK January 1997 - July 1999
Skills
Financial Analysis, Planning Budgeting &..., Project Management, Early Childhood..., US Hispanic Market, Spanish, Microsoft Office
Education
University of Virginia Darden School of Business 1999 — 2001
Master of Business Administration (MBA), General Management
Instituto Tecnológico Autónomo de México 1991 — 1996
Bachelor’s Degree in Economics
University of Miami 2010 — 2010
Non Profit Management Seminar Series
Center for Montessori Teacher Education (CMTE/NY) 2012 — 2012
Montessori Primary Teacher Certification
Education Pioneers June 2014 - Present
Connecticut Coalition for Achievement Now (ConnCAN) June 2014 - Present
GREAT BEGINNINGS MONTESSORI September 2011 - Present
CMTE/NY June 2013 - July 2013
CONCEPT CAFE ADVERTISING March 2006 - September 2009
OLE ADVERTISING January 2004 - January 2006
FLYMEX TRANSPORTATION SYSTEMS May 2003 - December 2003
BANC OF AMERICA SECURITIES August 2001 - April 2003
MERCK January 1997 - July 1999
Skills
Financial Analysis, Planning Budgeting &..., Project Management, Early Childhood..., US Hispanic Market, Spanish, Microsoft Office
Education
University of Virginia Darden School of Business 1999 — 2001
Master of Business Administration (MBA), General Management
Instituto Tecnológico Autónomo de México 1991 — 1996
Bachelor’s Degree in Economics
University of Miami 2010 — 2010
Non Profit Management Seminar Series
Center for Montessori Teacher Education (CMTE/NY) 2012 — 2012
Montessori Primary Teacher Certification
Leonides Limqueco, Jr. Leonides Limqueco, Jr.'s Banc of America Securities Experience June 2006 - March 2009
Job Senior Software Engineer at TSystem Inc.
Industry Computer Software
Experience
T-System Inc. March 2009 - Present
Banc of America Securities June 2006 - March 2009
Ignite Technologies March 2005 - June 2006
Infinite Computer Solutions September 2004 - March 2005
Internet Business Services, LLC February 2003 - June 2004
Skills
Windows software..., C/C++, Win32 API, C#, WinForms, ATL, WTL, MFC, Microsoft SQL Server, XSLT, SQLite, TCP/IP, ODBC, x86 Assembly, ISAPI, COM+, ActiveX, C/C++ STL, Multithreaded..., FIX, HL7, SMTP, T-SQL Stored Procedures, Winsock, XML
Education
DeVry Institute of Technology 2000 — 2002
BS, Computer Information Systems
Los Angeles Pierce College 1997 — 1999
Undergraduate, Computer Science
T-System Inc. March 2009 - Present
Banc of America Securities June 2006 - March 2009
Ignite Technologies March 2005 - June 2006
Infinite Computer Solutions September 2004 - March 2005
Internet Business Services, LLC February 2003 - June 2004
Skills
Windows software..., C/C++, Win32 API, C#, WinForms, ATL, WTL, MFC, Microsoft SQL Server, XSLT, SQLite, TCP/IP, ODBC, x86 Assembly, ISAPI, COM+, ActiveX, C/C++ STL, Multithreaded..., FIX, HL7, SMTP, T-SQL Stored Procedures, Winsock, XML
Education
DeVry Institute of Technology 2000 — 2002
BS, Computer Information Systems
Los Angeles Pierce College 1997 — 1999
Undergraduate, Computer Science
John Guenther John Guenther's Banc of America Securities Experience May 2000 - April 2001
Job VP & Chief Financial Officer at Sony Media Cloud Services
Industry Entertainment
Experience
Sony Media Cloud Services June 2014 - April 2015
Sony Pictures Entertainment November 2003 - May 2014
Ernst & Young Corporate Finance April 2001 - September 2002
Banc of America Securities May 2000 - April 2001
EY 1997 - 2000
Skills
Entertainment, Finance, Digital Media, New Media, Television, Film, Corporate Development, Strategic Planning, Business Valuation, Start-up Consulting, Part-Time CFO Services, Financial Modeling, Accounting, Joint Ventures, Post Production, Digital Distribution, Cloud-based, SaaS, Film Production, Intangible Assets, Deal Development, Corporate Real Estate, VBA, Microsoft Excel, PowerPoint, Strategy, Management, str, Digital Asset Management, Subscription, Business Analysis
Education
Indiana University Bloomington
Bachelor of Science, Finance
John Burroughs School
University of California, Berkeley
Sony Media Cloud Services June 2014 - April 2015
Sony Pictures Entertainment November 2003 - May 2014
Ernst & Young Corporate Finance April 2001 - September 2002
Banc of America Securities May 2000 - April 2001
EY 1997 - 2000
Skills
Entertainment, Finance, Digital Media, New Media, Television, Film, Corporate Development, Strategic Planning, Business Valuation, Start-up Consulting, Part-Time CFO Services, Financial Modeling, Accounting, Joint Ventures, Post Production, Digital Distribution, Cloud-based, SaaS, Film Production, Intangible Assets, Deal Development, Corporate Real Estate, VBA, Microsoft Excel, PowerPoint, Strategy, Management, str, Digital Asset Management, Subscription, Business Analysis
Education
Indiana University Bloomington
Bachelor of Science, Finance
John Burroughs School
University of California, Berkeley
Matt Meyers Matt Meyers's Banc of America Securities Experience June 2001 - November 2001
Job
Industry Management Consulting
Experience
mattmeyers22@gmail.com September 2012 - Present
McKinsey & Company January 2012 - June 2012
McKinsey & Company January 2010 - December 2011
Ballentine, Finn & Co. January 2005 - May 2007
Newcastle Capital Managment January 2002 - January 2004
Banc of America Securities June 2001 - November 2001
Skills
Product Marketing, Business Strategy, Business Development, Marketing Strategy, Leadership, Problem Solving, Product Innovation, Management, Product Development, Company Valuation, Strategy, Cross-functional Team..., Strategic Planning, Investments, Mergers & Acquisitions, Valuation, Financial Modeling, Due Diligence, Acquisition Integration, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA
Texas Christian University 1997 — 2001
BBA, Finance
mattmeyers22@gmail.com September 2012 - Present
McKinsey & Company January 2012 - June 2012
McKinsey & Company January 2010 - December 2011
Ballentine, Finn & Co. January 2005 - May 2007
Newcastle Capital Managment January 2002 - January 2004
Banc of America Securities June 2001 - November 2001
Skills
Product Marketing, Business Strategy, Business Development, Marketing Strategy, Leadership, Problem Solving, Product Innovation, Management, Product Development, Company Valuation, Strategy, Cross-functional Team..., Strategic Planning, Investments, Mergers & Acquisitions, Valuation, Financial Modeling, Due Diligence, Acquisition Integration, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA
Texas Christian University 1997 — 2001
BBA, Finance
Julie Young Julie Young's Banc of America Securities Experience 2000 - 2004
Job Sr. Manager, Recruiting at Green Dot Corporation
Industry
Experience
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Christina Boyle's Banc of America Securities Experience April 2002 - January 2008
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets September 2013 - Present
Bank of America Merrill Lynch November 2009 - November 2012
Bank of America January 2008 - November 2009
Banc of America Securities April 2002 - January 2008
Allied Capital April 1999 - December 2000
Morgan Stanley July 1996 - April 1999
Morgan Stanley July 1991 - July 1994
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Mergers, Due Diligence, Treasury Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Massachusetts Institute of Technology 1987 — 1991
SB
Damascus High School 1983 — 1987
1987
Yogamaya New York 2012 — 2013
Registered Yoga Teacher (RYT) 200 Hour; 300 Hour Advanced Certification
BMO Capital Markets September 2013 - Present
Bank of America Merrill Lynch November 2009 - November 2012
Bank of America January 2008 - November 2009
Banc of America Securities April 2002 - January 2008
Allied Capital April 1999 - December 2000
Morgan Stanley July 1996 - April 1999
Morgan Stanley July 1991 - July 1994
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Mergers, Due Diligence, Treasury Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Massachusetts Institute of Technology 1987 — 1991
SB
Damascus High School 1983 — 1987
1987
Yogamaya New York 2012 — 2013
Registered Yoga Teacher (RYT) 200 Hour; 300 Hour Advanced Certification
Adnan Riaz's Banc of America Securities Experience July 2006 - April 2011
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
Banc of America Securities July 2006 - April 2011
Skills
Finance, Credit, Trading, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, ALM, High Yield, Financial Structuring, CDS, LBO, Loans, Capital Structure, Private Equity, Bonds, Credit Derivatives, Emerging Markets, Credit Analysis, Structured Products
Education
Indiana University Bloomington
Bachelor's degree, Accounting and Finance
Morgan Stanley April 2011 - Present
Banc of America Securities July 2006 - April 2011
Skills
Finance, Credit, Trading, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, ALM, High Yield, Financial Structuring, CDS, LBO, Loans, Capital Structure, Private Equity, Bonds, Credit Derivatives, Emerging Markets, Credit Analysis, Structured Products
Education
Indiana University Bloomington
Bachelor's degree, Accounting and Finance
Paul J Mondschein Paul J Mondschein's Banc of America Securities Experience March 1989 - November 2003
Job Senior Account Manager at Renvyle Partners, LLC
Industry Financial Services
Experience
Renvyle Partners, LLC October 2011 - Present
PNC Investments March 2008 - October 2011
MetLife September 2004 - March 2008
Banc of America Securities March 1989 - November 2003
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Fixed Annuities, Banking, Trading, Alternative Investments, Financial Markets, Equity Trading, Portfolio Management, Securities, Equities, Investments, Finance, Series 7, Series 63, Investment Advisory, Wealth Management, ETFs, Uniform Combined State..., Credit, Options, Bloomberg, Fixed Income
Education
Indiana University of Pennsylvania 1983 — 1988
Marketing
Renvyle Partners, LLC October 2011 - Present
PNC Investments March 2008 - October 2011
MetLife September 2004 - March 2008
Banc of America Securities March 1989 - November 2003
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Fixed Annuities, Banking, Trading, Alternative Investments, Financial Markets, Equity Trading, Portfolio Management, Securities, Equities, Investments, Finance, Series 7, Series 63, Investment Advisory, Wealth Management, ETFs, Uniform Combined State..., Credit, Options, Bloomberg, Fixed Income
Education
Indiana University of Pennsylvania 1983 — 1988
Marketing
Adrienne Rose Adrienne Rose's Banc of America Securities Experience 2005 - 2006
Job Senior Associate Director of Development at Johns Hopkins University
Industry Fund-Raising
Experience
Johns Hopkins University December 2014 - Present
Weill Cornell Medical College July 2012 - August 2014
NewYork-Presbyterian/Weill Cornell Medical Center December 2011 - June 2012
NewYork-Presbyterian/Weill Cornell Medical Center March 2010 - December 2011
NewYork-Presbyterian/Weill Cornell Medical Center September 2007 - March 2010
Weill Cornell Medical College January 2007 - September 2007
Banc of America Securities 2005 - 2006
Skills
Fundraising, Stewardship, Volunteer Management, Non-profits, Grant Writing, Event Planning, Microsoft Office, Event Management, Microsoft Excel, Community Outreach, Program Development, Customer Service, Microsoft Word
Education
University of Cincinnati 2001 — 2003
MM, Music (voice)
Ithaca College 1996 — 2000
BM, Music Performance, Voice
Johns Hopkins University December 2014 - Present
Weill Cornell Medical College July 2012 - August 2014
NewYork-Presbyterian/Weill Cornell Medical Center December 2011 - June 2012
NewYork-Presbyterian/Weill Cornell Medical Center March 2010 - December 2011
NewYork-Presbyterian/Weill Cornell Medical Center September 2007 - March 2010
Weill Cornell Medical College January 2007 - September 2007
Banc of America Securities 2005 - 2006
Skills
Fundraising, Stewardship, Volunteer Management, Non-profits, Grant Writing, Event Planning, Microsoft Office, Event Management, Microsoft Excel, Community Outreach, Program Development, Customer Service, Microsoft Word
Education
University of Cincinnati 2001 — 2003
MM, Music (voice)
Ithaca College 1996 — 2000
BM, Music Performance, Voice
Amanda R. Kelly Amanda R. Kelly's Banc of America Securities Experience July 2000 - October 2002
Job Recruitment & Talent Management Specialist
Industry Staffing and Recruiting
Experience
Regeneron Pharmaceuticals April 2013 - August 2015
Memorial Sloan-Kettering Cancer Center April 2012 - February 2013
Rock-Tenn Company October 2010 - April 2012
Success On Deck July 2009 - April 2012
KBC Financial Products October 2005 - March 2009
Columbia Business School October 2002 - June 2005
Banc of America Securities July 2000 - October 2002
Skills
College Recruiting, Applicant Tracking..., University Relations, Interviewing, Social Networking, Program Development, Job Fairs, Full-cycle Recruiting, Social Media, College Relations, Onboarding, Diversity Recruitment, Sourcing, Social Media Marketing, Employer Branding, Talent Acquisition, Screening, Salary Negotiation, Resume Writing, Budgeting, Recruitment Technology, Benefits Negotiation, Budgets, College, Recruiting, Interviews, Management, Talent Management, Human Resources, Organizational..., Career Development, Leadership, Leadership Development, Strategy, Hiring, Personnel Management, Program Management, Temporary Placement, Internet Recruiting, Career Counseling, Technical Recruiting, Succession Planning, Staffing Services, Executive Search, Graduate Recruitment, New Hire Orientations, Deferred Compensation, Employee Relations
Education
Teachers College of Columbia University 2003 — 2006
School of Visual Arts 1996 — 1997
Post-baccalaureate
Marist College 1990 — 1994
Bachelor's Degree
Regeneron Pharmaceuticals April 2013 - August 2015
Memorial Sloan-Kettering Cancer Center April 2012 - February 2013
Rock-Tenn Company October 2010 - April 2012
Success On Deck July 2009 - April 2012
KBC Financial Products October 2005 - March 2009
Columbia Business School October 2002 - June 2005
Banc of America Securities July 2000 - October 2002
Skills
College Recruiting, Applicant Tracking..., University Relations, Interviewing, Social Networking, Program Development, Job Fairs, Full-cycle Recruiting, Social Media, College Relations, Onboarding, Diversity Recruitment, Sourcing, Social Media Marketing, Employer Branding, Talent Acquisition, Screening, Salary Negotiation, Resume Writing, Budgeting, Recruitment Technology, Benefits Negotiation, Budgets, College, Recruiting, Interviews, Management, Talent Management, Human Resources, Organizational..., Career Development, Leadership, Leadership Development, Strategy, Hiring, Personnel Management, Program Management, Temporary Placement, Internet Recruiting, Career Counseling, Technical Recruiting, Succession Planning, Staffing Services, Executive Search, Graduate Recruitment, New Hire Orientations, Deferred Compensation, Employee Relations
Education
Teachers College of Columbia University 2003 — 2006
School of Visual Arts 1996 — 1997
Post-baccalaureate
Marist College 1990 — 1994
Bachelor's Degree
Alexis Zheng Alexis Zheng's Banc of America Securities Experience December 2007 - April 2009
Job Product at Linkedin
Industry Internet
Experience
LinkedIn December 2013 - Present
McKinsey & Company June 2011 - December 2013
MIT Sloan School of Management August 2009 - June 2011
United Airlines June 2010 - September 2010
Banc of America Securities December 2007 - April 2009
Banc of America Securities June 2007 - December 2007
Watson Wyatt Worldwide June 2006 - September 2006
Chicago Public Radio June 2005 - September 2005
Radio Beijing November 2000 - August 2003
China Central Television October 2001 - June 2003
Skills
Graphic Design, Product Management, Start-ups, Strategy, Business Strategy, Financial Modeling, Management Consulting, Business Development, Investment Banking, Portfolio Management, Mergers & Acquisitions, Valuation, Customer Segmentation..., Strategic Consulting, Channel strategy, Project Management, Go-to-market Strategy, Monetization, Turnaround Strategy, Due Diligence, Finance, Derivatives, Production Operations, post merger integration, Restructuring, Corporate Finance, Risk Management, Investments, Corporate Development, IT Strategy, Emerging Markets, Analytics, Pricing, revenue management, Network Optimization, Competitive Analysis, product marketing, Cross-functional Team..., Financial Services, Capital Markets
Education
Massachusetts Institute of Technology 2009 — 2011
MBA, Entrepreneurship/Entrepreneurial Studies
University of Chicago 2003 — 2007
BA, Economics, Philosophy
University College London, U. of London 2005 — 2006
Junior Year Abroad, Economics, Philosophy
LinkedIn December 2013 - Present
McKinsey & Company June 2011 - December 2013
MIT Sloan School of Management August 2009 - June 2011
United Airlines June 2010 - September 2010
Banc of America Securities December 2007 - April 2009
Banc of America Securities June 2007 - December 2007
Watson Wyatt Worldwide June 2006 - September 2006
Chicago Public Radio June 2005 - September 2005
Radio Beijing November 2000 - August 2003
China Central Television October 2001 - June 2003
Skills
Graphic Design, Product Management, Start-ups, Strategy, Business Strategy, Financial Modeling, Management Consulting, Business Development, Investment Banking, Portfolio Management, Mergers & Acquisitions, Valuation, Customer Segmentation..., Strategic Consulting, Channel strategy, Project Management, Go-to-market Strategy, Monetization, Turnaround Strategy, Due Diligence, Finance, Derivatives, Production Operations, post merger integration, Restructuring, Corporate Finance, Risk Management, Investments, Corporate Development, IT Strategy, Emerging Markets, Analytics, Pricing, revenue management, Network Optimization, Competitive Analysis, product marketing, Cross-functional Team..., Financial Services, Capital Markets
Education
Massachusetts Institute of Technology 2009 — 2011
MBA, Entrepreneurship/Entrepreneurial Studies
University of Chicago 2003 — 2007
BA, Economics, Philosophy
University College London, U. of London 2005 — 2006
Junior Year Abroad, Economics, Philosophy
Kevin Headrick Kevin Headrick's Banc of America Securities Experience 1996 - 2005
Job Chief Strategy Officer at Connectloud, Inc.
Industry Information Technology and Services
Experience
Connectloud, Inc. November 2014 - Present
IntraDataSystems, Inc. 2005 - Present
Alliance Data 2006 - 2008
Banc of America Securities 1996 - 2005
Fidelity Investments January 1994 - December 1995
Cohig & Associates December 1991 - December 1993
Skills
Change Management, Rapid Transformation..., Business and Technology..., Governance and..., Business and Operations..., Business Process..., Merger & Acquistions, Vendor Management and..., Organizational..., Communications, Innovative Problem..., Integration (M&A,..., Business, Communication, Management, Organization, Project Planning, Vendor Management, Operations Management, Cross-functional Team..., E-commerce, Strategy, Project Portfolio..., SDLC, Data Center, Integration, PMO, Start-ups, Business Analysis, Disaster Recovery, Cloud Computing, ITIL, IT Strategy, CRM, Service Delivery, Information Technology, PMP, Outsourcing, outs, IT Outsourcing, IT Management, ERP, Governance, Team Building, IT Operations, Mergers & Acquisitions, Management Consulting, Virtualization, Enterprise Architecture, Business Intelligence
Education
Executive Board CIO Academy 2007 — 2007
Gartner CIO Academy 2007 — 2007
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2007
Leadership, Executive Education
Southern Methodist University 1995 — 1996
Certification, Network Technologies
Oklahoma State University 1987 — 1991
BSBA, Economics, Finance, Accounting, International Business
Connectloud, Inc. November 2014 - Present
IntraDataSystems, Inc. 2005 - Present
Alliance Data 2006 - 2008
Banc of America Securities 1996 - 2005
Fidelity Investments January 1994 - December 1995
Cohig & Associates December 1991 - December 1993
Skills
Change Management, Rapid Transformation..., Business and Technology..., Governance and..., Business and Operations..., Business Process..., Merger & Acquistions, Vendor Management and..., Organizational..., Communications, Innovative Problem..., Integration (M&A,..., Business, Communication, Management, Organization, Project Planning, Vendor Management, Operations Management, Cross-functional Team..., E-commerce, Strategy, Project Portfolio..., SDLC, Data Center, Integration, PMO, Start-ups, Business Analysis, Disaster Recovery, Cloud Computing, ITIL, IT Strategy, CRM, Service Delivery, Information Technology, PMP, Outsourcing, outs, IT Outsourcing, IT Management, ERP, Governance, Team Building, IT Operations, Mergers & Acquisitions, Management Consulting, Virtualization, Enterprise Architecture, Business Intelligence
Education
Executive Board CIO Academy 2007 — 2007
Gartner CIO Academy 2007 — 2007
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2007
Leadership, Executive Education
Southern Methodist University 1995 — 1996
Certification, Network Technologies
Oklahoma State University 1987 — 1991
BSBA, Economics, Finance, Accounting, International Business
Yousuf Omar's Banc of America Securities Experience June 1999 - December 2001
Job Director Global & National Industries Southwest and Western US
Industry Banking
Experience
Citi May 2014 - Present
Citi November 2005 - May 2014
Wells Fargo March 2003 - November 2005
PCA International January 2002 - February 2003
Banc of America Securities June 1999 - December 2001
Bank of America June 1985 - May 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Treasury Management, Strategic Planning, Treasury Services, Capital Structure, Commercial Mortgages, Financial Structuring, Financial Analysis, Corporate Finance, Management, Risk Management, Investment Banking, Finance, Trade Finance, Relationship Management, Mergers & Acquisitions, Credit Risk, Cross Selling, Cash Management, Restructuring, Lines Of Credit, Consumer Lending
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1979 — 1982
Bsc, Finance
Karachi Grammar School 1971 — 1975
Citi May 2014 - Present
Citi November 2005 - May 2014
Wells Fargo March 2003 - November 2005
PCA International January 2002 - February 2003
Banc of America Securities June 1999 - December 2001
Bank of America June 1985 - May 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Treasury Management, Strategic Planning, Treasury Services, Capital Structure, Commercial Mortgages, Financial Structuring, Financial Analysis, Corporate Finance, Management, Risk Management, Investment Banking, Finance, Trade Finance, Relationship Management, Mergers & Acquisitions, Credit Risk, Cross Selling, Cash Management, Restructuring, Lines Of Credit, Consumer Lending
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1979 — 1982
Bsc, Finance
Karachi Grammar School 1971 — 1975
Anne Montana's Banc of America Securities Experience 2000 - 2003
Job
Industry Financial Services
Experience
Ipreo August 2009 - Present
IntraLinks August 2003 - August 2009
Banc of America Securities 2000 - 2003
ABN AMRO Bank 1997 - 2000
LaSalle Bank 1994 - 1997
Skills
Sales, Sales Execution, SaaS, Enterprise Solution..., Enterprise Technology..., Equities, Equity Research, Equity Trading, Fixed Income, DCM, Equity Capital Markets, Market Data, Compliance, Alternative Investments, Hedge Funds, Investment Banking
Education
Loyola University Chicago 1996 — 1999
MBA, Finance and International Business
University of Wisconsin-Madison 1989 — 1993
BA, Economics
Università di Bologna 1992 — 1993
International Studies Program, Economics
Ipreo August 2009 - Present
IntraLinks August 2003 - August 2009
Banc of America Securities 2000 - 2003
ABN AMRO Bank 1997 - 2000
LaSalle Bank 1994 - 1997
Skills
Sales, Sales Execution, SaaS, Enterprise Solution..., Enterprise Technology..., Equities, Equity Research, Equity Trading, Fixed Income, DCM, Equity Capital Markets, Market Data, Compliance, Alternative Investments, Hedge Funds, Investment Banking
Education
Loyola University Chicago 1996 — 1999
MBA, Finance and International Business
University of Wisconsin-Madison 1989 — 1993
BA, Economics
Università di Bologna 1992 — 1993
International Studies Program, Economics
Barry Newman Barry Newman's Banc of America Securities Experience February 1999 - February 2001
Job Investment Banker, Director & Investor
Industry Investment Banking
Experience
Rutberg & Company, LLC January 2012 - Present
StudyDog Reading Software LLC July 2011 - Present
StudyDog Inc. April 2007 - Present
Erie Engineered Products October 1988 - Present
Meru Networks June 2006 - May 2014
Collabrx October 2008 - June 2012
NeoCarta Ventures June 2006 - December 2011
Atrua Technologies, Inc 2006 - 2008
Bear Stearns Co., Inc. November 2001 - December 2004
Banc of America Securities February 1999 - February 2001
Skills
Mergers & Acquisitions, Business Development, Investment Banking, Management, Start-ups, Mergers, Finance, Venture Capital, Due Diligence, Executive Management, Mobile Applications, Private Placements, Corporate Development, Entrepreneurship, Private Equity, Business Strategy, Restructuring, Divestitures, Corporate Finance, Valuation, IPO, M, Strategic Partnerships, Strategy, M&A experience
Education
New York University School of Law 1984 — 1988
LL.M., Taxation
Stanford University Graduate School of Business 1980 — 1983
Master of Business Administration (M.B.A.), Strategy, Finance & Accounting
Stanford University Law School 1980 — 1983
J.D., Banking, Corporate, Finance, and Securities Law
Massachusetts Institute of Technology 1976 — 1979
S.B., Life Sciences
Massachusetts Institute of Technology 1976 — 1979
S.B., Chemical Enginnering
Rutberg & Company, LLC January 2012 - Present
StudyDog Reading Software LLC July 2011 - Present
StudyDog Inc. April 2007 - Present
Erie Engineered Products October 1988 - Present
Meru Networks June 2006 - May 2014
Collabrx October 2008 - June 2012
NeoCarta Ventures June 2006 - December 2011
Atrua Technologies, Inc 2006 - 2008
Bear Stearns Co., Inc. November 2001 - December 2004
Banc of America Securities February 1999 - February 2001
Skills
Mergers & Acquisitions, Business Development, Investment Banking, Management, Start-ups, Mergers, Finance, Venture Capital, Due Diligence, Executive Management, Mobile Applications, Private Placements, Corporate Development, Entrepreneurship, Private Equity, Business Strategy, Restructuring, Divestitures, Corporate Finance, Valuation, IPO, M, Strategic Partnerships, Strategy, M&A experience
Education
New York University School of Law 1984 — 1988
LL.M., Taxation
Stanford University Graduate School of Business 1980 — 1983
Master of Business Administration (M.B.A.), Strategy, Finance & Accounting
Stanford University Law School 1980 — 1983
J.D., Banking, Corporate, Finance, and Securities Law
Massachusetts Institute of Technology 1976 — 1979
S.B., Life Sciences
Massachusetts Institute of Technology 1976 — 1979
S.B., Chemical Enginnering
Amando Aranas's Banc of America Securities Experience 2005 - Present
Job Senior Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2011 - Present
Banc of America Securities 2005 - Present
Banc of America Securities, Dallas January 2005 - June 2011
Bank of America Securities 2005 - 2008
MCI 1996 - 2005
Education
LSU
BS, Computer Science
Bank of America June 2011 - Present
Banc of America Securities 2005 - Present
Banc of America Securities, Dallas January 2005 - June 2011
Bank of America Securities 2005 - 2008
MCI 1996 - 2005
Education
LSU
BS, Computer Science
Leni Abraham Leni Abraham's Banc of America Securities Experience January 2009 - Present
Job VP, Sr Programmer Analyst at Banc of America Investments
Industry Information Technology and Services
Experience
Banc of America Securities January 2009 - Present
Banc of America Securities October 2001 - December 2008
Ivega Corporation December 1998 - September 2001
Ivega Corporation June 1997 - December 1998
Education
Mangalore University
Banc of America Securities January 2009 - Present
Banc of America Securities October 2001 - December 2008
Ivega Corporation December 1998 - September 2001
Ivega Corporation June 1997 - December 1998
Education
Mangalore University
Christopher Ferrara Christopher Ferrara's Banc of America Securities Experience August 2003 - April 2007
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Leigh Faber's Banc of America Securities Experience October 2001 - September 2003
Job Operations Manager at Stonecrest Financial
Industry Financial Services
Experience
Stonecrest Financial March 2015 - Present
Independent Consultant September 2013 - March 2015
Family Office Exchange May 2011 - January 2013
Huron Consulting Group September 2009 - May 2011
Santa Fe Investment Advisors February 2008 - January 2009
Hovde Capital October 2003 - November 2006
Banc of America Securities October 2001 - September 2003
Interland Corporation February 1997 - December 2000
First Union National Bank June 1995 - January 1997
Western Federal Savings Bank/Resolution Trust Corp. March 1992 - April 1995
Skills
Hedge Funds, Alternative Assets, Real Estate, Banking, Client Services, Investments, Alternative Investments, Financial Services, Asset Managment, Portfolio Management, Due Diligence, Asset Management, Securities, Communication Skills, Strategic Planning, Private Equity, Fund Of Funds, Venture Capital, Investor Relations, Corporate Finance, Finance, Financial Advisory, Financial Markets, Asset Allocation
Education
Loyola Marymount University
Bachelor's degree
Loyola Marymount University
Stonecrest Financial March 2015 - Present
Independent Consultant September 2013 - March 2015
Family Office Exchange May 2011 - January 2013
Huron Consulting Group September 2009 - May 2011
Santa Fe Investment Advisors February 2008 - January 2009
Hovde Capital October 2003 - November 2006
Banc of America Securities October 2001 - September 2003
Interland Corporation February 1997 - December 2000
First Union National Bank June 1995 - January 1997
Western Federal Savings Bank/Resolution Trust Corp. March 1992 - April 1995
Skills
Hedge Funds, Alternative Assets, Real Estate, Banking, Client Services, Investments, Alternative Investments, Financial Services, Asset Managment, Portfolio Management, Due Diligence, Asset Management, Securities, Communication Skills, Strategic Planning, Private Equity, Fund Of Funds, Venture Capital, Investor Relations, Corporate Finance, Finance, Financial Advisory, Financial Markets, Asset Allocation
Education
Loyola Marymount University
Bachelor's degree
Loyola Marymount University
Jonathan Connors Jonathan Connors's Banc of America Securities Experience January 2006 - February 2009
Job Director at WELLS FARGO SECURITIES
Industry Financial Services
Experience
Wells Fargo July 2009 - Present
Banc of America Securities January 2006 - February 2009
CIBC World Markets July 2002 - January 2006
Skills
Hedge Funds, Options, Trading, Equity Trading, Trading Systems, Derivatives, Electronic Trading, Equity Research, Financial Markets, Investment Banking, Equity Derivatives, FINRA, Bloomberg
Education
Kenyon College 1998 — 2002
Wells Fargo July 2009 - Present
Banc of America Securities January 2006 - February 2009
CIBC World Markets July 2002 - January 2006
Skills
Hedge Funds, Options, Trading, Equity Trading, Trading Systems, Derivatives, Electronic Trading, Equity Research, Financial Markets, Investment Banking, Equity Derivatives, FINRA, Bloomberg
Education
Kenyon College 1998 — 2002
Paul Mulvaney Paul Mulvaney's Banc of America Securities Experience 1995 - 2000
Job Principal, S|E|Capital, LLC
Industry Venture Capital & Private Equity
Experience
SECapital, LLC January 2005 - Present
JPMorgan 2000 - 2005
Banc of America Securities 1995 - 2000
Skills
Business Development, Deal Structuring, Financial Modeling, Investment Banking, Middle Market, Acquisitions, Mezzanine, Recapitalizations, Private Equity, LBO, Corporate Development, Venture Capital, Valuation, M&A experience, Due Diligence, Business Valuation, Corporate Finance, Mergers, Equities, Restructuring, Acquisition Integration, Investments, Asset Managment, Mergers & Acquisitions, Finance, Financial Structuring, Portfolio Management, Leveraged Finance, Securities, Strategy, Capital, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance
Indiana University Bloomington 1991 — 1995
B.S., Finance
SECapital, LLC January 2005 - Present
JPMorgan 2000 - 2005
Banc of America Securities 1995 - 2000
Skills
Business Development, Deal Structuring, Financial Modeling, Investment Banking, Middle Market, Acquisitions, Mezzanine, Recapitalizations, Private Equity, LBO, Corporate Development, Venture Capital, Valuation, M&A experience, Due Diligence, Business Valuation, Corporate Finance, Mergers, Equities, Restructuring, Acquisition Integration, Investments, Asset Managment, Mergers & Acquisitions, Finance, Financial Structuring, Portfolio Management, Leveraged Finance, Securities, Strategy, Capital, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance
Indiana University Bloomington 1991 — 1995
B.S., Finance
Ellen Eileen Needham's Banc of America Securities Experience June 2007 - August 2007
Job Business Director & Chief of Staff at Houghton Mifflin Harcourt
Industry Primary/Secondary Education
Experience
Houghton Mifflin Harcourt 2013 - Present
Houghton Mifflin Harcourt 2011 - 2013
Emerge Lanka Foundation 2009 - 2013
Stroud International 2010 - 2011
Emerge Global 2008 - 2010
Banc of America Securities June 2007 - August 2007
Intel Corporation June 2006 - August 2006
Purdue University June 2005 - August 2005
Skills
Coaching, Data Analysis, Excel, Event Planning, Hospitality, Microsoft Office, Non-profits, Operations, Chemistry, Volunteer Management, Corporate Social..., Public Speaking, Microsoft Excel, Nonprofits, Fundraising, Community Outreach, Curriculum Design, Program Management, Training, Strategy, Leadership, Management, Project Management
Education
Massachusetts Institute of Technology 2004 — 2008
BS, Chemical Engineering
Houghton Mifflin Harcourt 2013 - Present
Houghton Mifflin Harcourt 2011 - 2013
Emerge Lanka Foundation 2009 - 2013
Stroud International 2010 - 2011
Emerge Global 2008 - 2010
Banc of America Securities June 2007 - August 2007
Intel Corporation June 2006 - August 2006
Purdue University June 2005 - August 2005
Skills
Coaching, Data Analysis, Excel, Event Planning, Hospitality, Microsoft Office, Non-profits, Operations, Chemistry, Volunteer Management, Corporate Social..., Public Speaking, Microsoft Excel, Nonprofits, Fundraising, Community Outreach, Curriculum Design, Program Management, Training, Strategy, Leadership, Management, Project Management
Education
Massachusetts Institute of Technology 2004 — 2008
BS, Chemical Engineering
David M. Miller David M. Miller's Banc of America Securities Experience February 2001 - March 2002
Job VP Software Development
Industry Financial Services
Experience
Tradeweb March 2007 - Present
Direct Edge ECN September 2005 - February 2007
Lava Trading April 2004 - September 2005
Business Visions, Inc. January 1987 - April 2004
Banco Santander March 2003 - March 2004
Deutsche Bank August 2002 - March 2003
Mellon Investor Services April 2002 - July 2002
Banc of America Securities February 2001 - March 2002
Deutsche Bank August 2000 - February 2001
Deutsche Bank November 1998 - August 2000
Skills
XML, SQL Server, Perl, Sybase, JavaScript, Windows, Databases, C++, Python, PHP, Shell Scripting, CSS, STL, Sockets, ASP, TIBCO, Threads, SQL, Visual Basic, C, Visual Studio, Object Oriented Design, HTML, Multithreading, PL/SQL, Unix, N-tier, Microsoft SQL Server, Software Development, Java, Electronic Trading, Market Data, Oracle, C#, Fixed Income, Agile Methodologies, Equity Derivatives, Trading Systems, Credit Derivatives, Distributed Systems
Education
Manhattan College 1981 — 1983
Electrical Engineering
University of South Carolina-Columbia 1977 — 1980
Electrical Engineering
Tradeweb March 2007 - Present
Direct Edge ECN September 2005 - February 2007
Lava Trading April 2004 - September 2005
Business Visions, Inc. January 1987 - April 2004
Banco Santander March 2003 - March 2004
Deutsche Bank August 2002 - March 2003
Mellon Investor Services April 2002 - July 2002
Banc of America Securities February 2001 - March 2002
Deutsche Bank August 2000 - February 2001
Deutsche Bank November 1998 - August 2000
Skills
XML, SQL Server, Perl, Sybase, JavaScript, Windows, Databases, C++, Python, PHP, Shell Scripting, CSS, STL, Sockets, ASP, TIBCO, Threads, SQL, Visual Basic, C, Visual Studio, Object Oriented Design, HTML, Multithreading, PL/SQL, Unix, N-tier, Microsoft SQL Server, Software Development, Java, Electronic Trading, Market Data, Oracle, C#, Fixed Income, Agile Methodologies, Equity Derivatives, Trading Systems, Credit Derivatives, Distributed Systems
Education
Manhattan College 1981 — 1983
Electrical Engineering
University of South Carolina-Columbia 1977 — 1980
Electrical Engineering
Stan Allison Stan Allison's Banc of America Securities Experience 1998 - 2001
Job at Holocene LLC
Industry Capital Markets
Experience
Holocene LLC March 2011 - Present
Al Rajhi Capital March 2009 - June 2010
Allison & Hefner Partners January 2008 - April 2009
Wachovia Securities 2004 - 2007
Stone Cross LLC October 2001 - July 2004
Banc of America Securities 1998 - 2001
Bank of America 1980 - 2001
Skills
Negotiation, Financial Structuring, Private Equity, Loan Origination, Investment Banking, Capital Markets, Structured Finance, Valuation, Investments, Private Placements, Asset Management, Finance, Banking, Financial Analysis, Due Diligence, Financial Modeling, Restructuring, Corporate Finance, Project Finance, Portfolio Management, Credit
Education
University of Virginia Darden School of Business 1978 — 1980
MBA
Lafayette College 1972 — 1976
Woodberry Forest School 1968 — 1972
Holocene LLC March 2011 - Present
Al Rajhi Capital March 2009 - June 2010
Allison & Hefner Partners January 2008 - April 2009
Wachovia Securities 2004 - 2007
Stone Cross LLC October 2001 - July 2004
Banc of America Securities 1998 - 2001
Bank of America 1980 - 2001
Skills
Negotiation, Financial Structuring, Private Equity, Loan Origination, Investment Banking, Capital Markets, Structured Finance, Valuation, Investments, Private Placements, Asset Management, Finance, Banking, Financial Analysis, Due Diligence, Financial Modeling, Restructuring, Corporate Finance, Project Finance, Portfolio Management, Credit
Education
University of Virginia Darden School of Business 1978 — 1980
MBA
Lafayette College 1972 — 1976
Woodberry Forest School 1968 — 1972
Omar Bolli Omar Bolli's Banc of America Securities Experience 1993 - 1995
Job Retired Head of Securitization at major banks
Industry Banking
Experience
NORD/LB March 2000 - May 2010
Sumitomo Mitsui Banking Corporation December 1995 - February 2000
Bank of America May 1993 - December 1995
Banc of America Securities 1993 - 1995
Citicorp 1989 - 1992
Skills
Securitization, Capital Markets, Mergers
Education
Ivey Business School at Western University 1969 — 1971
MBA, Finance
NORD/LB March 2000 - May 2010
Sumitomo Mitsui Banking Corporation December 1995 - February 2000
Bank of America May 1993 - December 1995
Banc of America Securities 1993 - 1995
Citicorp 1989 - 1992
Skills
Securitization, Capital Markets, Mergers
Education
Ivey Business School at Western University 1969 — 1971
MBA, Finance
Erik Ogren, CFA Erik Ogren, CFA's Banc of America Securities Experience June 2008 - August 2008
Job Vice President at Cliffwater LLC
Industry Financial Services
Experience
Cliffwater LLC July 2012 - Present
LP Capital Advisors November 2009 - July 2012
Banc of America Securities June 2008 - August 2008
Citi Residential Lending September 2004 - July 2007
Deloitte & Touche August 2002 - September 2004
American Capital Group August 2001 - August 2002
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Portfolio Management, Investments, Investment Banking, Asset Managment, Capital Markets, Hedge Funds, Corporate Finance, Alternative Investments, Competitive Analysis, Entrepreneurship, Finance, Mergers & Acquisitions, Analysis, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, General Management
University of California, San Diego 1997 — 2001
B.A.
International Christian University 1999 — 2000
Study Abroad, Japanese
Cliffwater LLC July 2012 - Present
LP Capital Advisors November 2009 - July 2012
Banc of America Securities June 2008 - August 2008
Citi Residential Lending September 2004 - July 2007
Deloitte & Touche August 2002 - September 2004
American Capital Group August 2001 - August 2002
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Portfolio Management, Investments, Investment Banking, Asset Managment, Capital Markets, Hedge Funds, Corporate Finance, Alternative Investments, Competitive Analysis, Entrepreneurship, Finance, Mergers & Acquisitions, Analysis, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, General Management
University of California, San Diego 1997 — 2001
B.A.
International Christian University 1999 — 2000
Study Abroad, Japanese
Tamara Williams, JD's Banc of America Securities Experience 2003 - 2005
Job Broker/Owner at Sweet Life Realty Group
Industry Real Estate
Experience
Sweet Life Realty Group June 2013 - Present
Keller Williams Realty of Jupiter October 2012 - June 2013
Coldwell Banker March 2009 - October 2012
Banc of America Securities 2003 - 2005
Goldman Sachs 1997 - 2003
Skills
First Time Home Buyers, Short Sales, Investors, Sellers, Investment Properties, Listings, Buyer Representation, Foreclosures, REO, Referrals, Residential, Single Family Homes, Luxury, Condos, Real Estate, Relocation, Real Estate Transactions, Residential Homes, Negotiation, New Home Sales, Property
Education
Loyola University New Orleans School of Law 1992 — 1995
Juris Doctor (J.D.), Law
Northeastern University 1986 — 1991
BS, Criminal Justice
South Catholic High School - Hartford, CT
Sweet Life Realty Group June 2013 - Present
Keller Williams Realty of Jupiter October 2012 - June 2013
Coldwell Banker March 2009 - October 2012
Banc of America Securities 2003 - 2005
Goldman Sachs 1997 - 2003
Skills
First Time Home Buyers, Short Sales, Investors, Sellers, Investment Properties, Listings, Buyer Representation, Foreclosures, REO, Referrals, Residential, Single Family Homes, Luxury, Condos, Real Estate, Relocation, Real Estate Transactions, Residential Homes, Negotiation, New Home Sales, Property
Education
Loyola University New Orleans School of Law 1992 — 1995
Juris Doctor (J.D.), Law
Northeastern University 1986 — 1991
BS, Criminal Justice
South Catholic High School - Hartford, CT
Tarun Gupta's Banc of America Securities Experience July 2005 - June 2008
Job Associate Investment Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
UCLA Anderson School of Management August 2010 - June 2012
Credit Suisse June 2011 - September 2011
Mefcom Capital Markets September 2008 - June 2010
Banc of America Securities July 2005 - June 2008
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Investments, Investment Banking, DCF, LBO, Solvency, Credit Risk, Benchmarking, IPO, Analysis, Portfolio Management, Asset Management, Mergers & Acquisitions, Finance, Due Diligence, Capital Markets, Corporate Finance
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Indiana University - Kelley School of Business 2002 — 2005
B.Sc
Credit Suisse July 2012 - Present
UCLA Anderson School of Management August 2010 - June 2012
Credit Suisse June 2011 - September 2011
Mefcom Capital Markets September 2008 - June 2010
Banc of America Securities July 2005 - June 2008
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Investments, Investment Banking, DCF, LBO, Solvency, Credit Risk, Benchmarking, IPO, Analysis, Portfolio Management, Asset Management, Mergers & Acquisitions, Finance, Due Diligence, Capital Markets, Corporate Finance
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Indiana University - Kelley School of Business 2002 — 2005
B.Sc
Sean Hunt's Banc of America Securities Experience August 1999 - February 2002
Job Chief Financial Officer at Total Home Health
Industry Investment Banking
Experience
Total Home Health April 2014 - Present
Seneca Partners December 2012 - March 2014
West Monroe Partners November 2011 - September 2012
Seneca Partners January 2010 - October 2011
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young June 2004 - December 2004
Banc of America Securities August 1999 - February 2002
Bank of America August 1995 - August 1999
Education
Indiana University - Kelley School of Business 1991 — 1995
B.S., Business Economics & Public Policy
Total Home Health April 2014 - Present
Seneca Partners December 2012 - March 2014
West Monroe Partners November 2011 - September 2012
Seneca Partners January 2010 - October 2011
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young June 2004 - December 2004
Banc of America Securities August 1999 - February 2002
Bank of America August 1995 - August 1999
Education
Indiana University - Kelley School of Business 1991 — 1995
B.S., Business Economics & Public Policy
Ken Hart Ken Hart's Banc of America Securities Experience June 2006 - July 2007
Job Lead Software Engineer at LocBox
Industry Internet
Experience
LocBox December 2011 - Present
SelfOptima September 2009 - December 2011
JKH Web Development January 2008 - September 2009
Banc of America Securities June 2006 - July 2007
James Madison University 2002 - 2006
PricewaterhouseCoopers May 2005 - August 2005
Skills
Ruby on Rails, jQuery, Web Development
Education
James Madison University 2002 — 2006
Bachelor of Science, Quantitative Finance, Economics, Mathematics
James Madison University - College of Business 2002 — 2006
Bachelor of Science, Quantitative Finance
LocBox December 2011 - Present
SelfOptima September 2009 - December 2011
JKH Web Development January 2008 - September 2009
Banc of America Securities June 2006 - July 2007
James Madison University 2002 - 2006
PricewaterhouseCoopers May 2005 - August 2005
Skills
Ruby on Rails, jQuery, Web Development
Education
James Madison University 2002 — 2006
Bachelor of Science, Quantitative Finance, Economics, Mathematics
James Madison University - College of Business 2002 — 2006
Bachelor of Science, Quantitative Finance
James Weaver James Weaver's Banc of America Securities Experience October 1999 - February 2002
Job Principal at KPMG LLP
Industry Management Consulting
Experience
KPMG LLP March 2002 - Present
Banc of America Securities October 1999 - February 2002
Arthur Andersen July 1997 - October 1999
Skills
Valuation, Investment Banking, Business Valuation, SEC filings, Due Diligence, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, US GAAP, Accounting, Private Equity, Mergers & Acquisitions, GAAP, Internal Controls
Education
University of Illinois at Urbana-Champaign 1995 — 1997
MBA, Finance: Financial Engineering & Derivatives
University of Tennessee-Knoxville 1992 — 1995
BS Business Administration, Economics
King University 1991 — 1992
KPMG LLP March 2002 - Present
Banc of America Securities October 1999 - February 2002
Arthur Andersen July 1997 - October 1999
Skills
Valuation, Investment Banking, Business Valuation, SEC filings, Due Diligence, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, US GAAP, Accounting, Private Equity, Mergers & Acquisitions, GAAP, Internal Controls
Education
University of Illinois at Urbana-Champaign 1995 — 1997
MBA, Finance: Financial Engineering & Derivatives
University of Tennessee-Knoxville 1992 — 1995
BS Business Administration, Economics
King University 1991 — 1992
John Perkins John Perkins's Banc of America Securities Experience November 2007 - April 2009
Job CoHead, U.S. Real Estate Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2011 - Present
CBRE Capital Advisors, Inc. October 2009 - July 2011
Centerboard Group April 2009 - October 2009
Banc of America Securities November 2007 - April 2009
JPMorgan February 1995 - October 2007
Skills
Capital Markets, Asset Management, Valuation, Investment Properties, Private Equity, Venture Capital, Real Estate Economics, Real Estate Development, Financial Modeling, Management, Due Diligence, Portfolio Management, Financial Analysis, Investment Banking
Education
Massachusetts Institute of Technology 1993 — 1994
M.S. Real Estate Finance, Real Estate Finance
Yale University 1981 — 1984
M ARCH, Architecture
Penn State University 1977 — 1981
B.S. in Architecture, Architecture
RBC Capital Markets July 2011 - Present
CBRE Capital Advisors, Inc. October 2009 - July 2011
Centerboard Group April 2009 - October 2009
Banc of America Securities November 2007 - April 2009
JPMorgan February 1995 - October 2007
Skills
Capital Markets, Asset Management, Valuation, Investment Properties, Private Equity, Venture Capital, Real Estate Economics, Real Estate Development, Financial Modeling, Management, Due Diligence, Portfolio Management, Financial Analysis, Investment Banking
Education
Massachusetts Institute of Technology 1993 — 1994
M.S. Real Estate Finance, Real Estate Finance
Yale University 1981 — 1984
M ARCH, Architecture
Penn State University 1977 — 1981
B.S. in Architecture, Architecture
Abhay Sanan Abhay Sanan's Banc of America Securities Experience June 2008 - March 2009
Job Director, Trade Desk
Industry Financial Services
Experience
Pragma Securities LLC April 2009 - Present
Banc of America Securities June 2008 - March 2009
Banc of America Securities June 2006 - May 2008
Ashton Analytics LLC June 2005 - August 2005
Skills
Electronic Trading, Equity Trading, Algorithms, Market Structure, Trading Systems, Equities, Trading System, Trading, Series 7, Order Management, Program Trading, Financial Services
Education
University of Illinois at Urbana-Champaign 2004 — 2006
BS, Computer Engineering
Manipal Academy of Higher Education 2002 — 2004
Chinmaya International Residential School
Chinmaya Vidyalaya
Pragma Securities LLC April 2009 - Present
Banc of America Securities June 2008 - March 2009
Banc of America Securities June 2006 - May 2008
Ashton Analytics LLC June 2005 - August 2005
Skills
Electronic Trading, Equity Trading, Algorithms, Market Structure, Trading Systems, Equities, Trading System, Trading, Series 7, Order Management, Program Trading, Financial Services
Education
University of Illinois at Urbana-Champaign 2004 — 2006
BS, Computer Engineering
Manipal Academy of Higher Education 2002 — 2004
Chinmaya International Residential School
Chinmaya Vidyalaya
Michael Elgarten Michael Elgarten's Banc of America Securities Experience 1998 - 2007
Job Chief Financial Officer at Clever Devices
Industry Information Technology and Services
Experience
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Kumar Aiyer Kumar Aiyer's Banc of America Securities Experience 2002 - 2005
Job Founder and CEO at BlueFlame Energy Finance
Industry Financial Services
Experience
BlueFlame Energy Finance April 2014 - Present
CleanFin LLC October 2011 - Present
ZAIS Group October 2006 - October 2011
Natixis 2005 - 2006
Banc of America Securities 2002 - 2005
Credit Suisse First Boston 2000 - 2002
Paine Webber 1996 - 2000
Acuson 1991 - 1994
Skills
Alternative Investments, Financial Modeling and..., Investment Analysis, Fund Structuring, Asset Management, Sustainable Energy, Renewable Energy, Structured Finance, Project Finance
Education
Loughborough University 2010 — 2013
M.Sc, Renewable Energy Systems
University of Rochester 1986 — 1994
Ph.D, Electrical Engineering
PSG College of Technology 1981 — 1985
B.S., Electronics and Communication Engineering
BlueFlame Energy Finance April 2014 - Present
CleanFin LLC October 2011 - Present
ZAIS Group October 2006 - October 2011
Natixis 2005 - 2006
Banc of America Securities 2002 - 2005
Credit Suisse First Boston 2000 - 2002
Paine Webber 1996 - 2000
Acuson 1991 - 1994
Skills
Alternative Investments, Financial Modeling and..., Investment Analysis, Fund Structuring, Asset Management, Sustainable Energy, Renewable Energy, Structured Finance, Project Finance
Education
Loughborough University 2010 — 2013
M.Sc, Renewable Energy Systems
University of Rochester 1986 — 1994
Ph.D, Electrical Engineering
PSG College of Technology 1981 — 1985
B.S., Electronics and Communication Engineering
Edward Starr Edward Starr's Banc of America Securities Experience 2000 - 2002
Job
Industry Marketing and Advertising
Experience
BMF Media January 2008 - Present
United Talent Agency 2002 - 2006
Banc of America Securities 2000 - 2002
Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Strategy, Investment Banking, Market Research, Strategic Planning, Social Media, Financial Analysis, Brand Management, Social Media Marketing, Business Strategy, Valuation, Emerging Markets, Segmentation, Marketing Research, Event Management, Business Development, Venture Capital, Entrepreneurship, Integrated Marketing, Public Relations, Corporate Events
Education
Northwestern University - Kellogg School of Management 2008 — 2008
MBA
London Business School 2006 — 2008
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science
BMF Media January 2008 - Present
United Talent Agency 2002 - 2006
Banc of America Securities 2000 - 2002
Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Strategy, Investment Banking, Market Research, Strategic Planning, Social Media, Financial Analysis, Brand Management, Social Media Marketing, Business Strategy, Valuation, Emerging Markets, Segmentation, Marketing Research, Event Management, Business Development, Venture Capital, Entrepreneurship, Integrated Marketing, Public Relations, Corporate Events
Education
Northwestern University - Kellogg School of Management 2008 — 2008
MBA
London Business School 2006 — 2008
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science
Ryan Brookman's Banc of America Securities Experience 2007 - 2007
Job Experienced transactional advisory MBA with 10+ yrs exp in Ibanking, equity research, financial consulting
Industry Investment Management
Experience
MergerTech Advisors 2013 - 2015
ThinkEquity LLC 2011 - 2012
Sterne Agee 2010 - 2011
Prima Capital 2008 - 2009
Banc of America Securities 2007 - 2007
Citi 2002 - 2006
Skills
Financial Modeling, Equity Research, Due Diligence, Portfolio Management, Mutual Funds, Equities, Investment Management, Financial Analysis, Investment Strategies, Corporate Finance, Mobile Technology, Alternative Investments, Hedge Funds, Asset Managment, Valuation, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Institutional..., Corporate Strategy..., Equity Trading, Tactical Asset..., Asset Allocation, Quantitative Research, Information Technology, Strategic Consulting, Client Development, Client Liaison, Financial Statements, Financial Markets, Securities, IPO, Equity Capital Markets, Business Valuation, Equity Valuation, Company Valuation, Valuation Modeling, Enterprise Valuation, Strategic Negotiations, Private Placements, Cloud Computing, Big Data Analytics, Personal Finance, Shareholder Activism, Cash Flow Forecasting, Underwriting, Enterprise Storage, Mobile Devices
Education
Wake Forest University - Babcock Graduate School of Management 2006 — 2008
MBA, Finance
Indiana University Bloomington 1996 — 1999
Bachelor's, Journalism
Royal Melbourne Institute of Technology 1998 — 1998
Mass Communication/Media Studies
Acalanes High School
MergerTech Advisors 2013 - 2015
ThinkEquity LLC 2011 - 2012
Sterne Agee 2010 - 2011
Prima Capital 2008 - 2009
Banc of America Securities 2007 - 2007
Citi 2002 - 2006
Skills
Financial Modeling, Equity Research, Due Diligence, Portfolio Management, Mutual Funds, Equities, Investment Management, Financial Analysis, Investment Strategies, Corporate Finance, Mobile Technology, Alternative Investments, Hedge Funds, Asset Managment, Valuation, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Institutional..., Corporate Strategy..., Equity Trading, Tactical Asset..., Asset Allocation, Quantitative Research, Information Technology, Strategic Consulting, Client Development, Client Liaison, Financial Statements, Financial Markets, Securities, IPO, Equity Capital Markets, Business Valuation, Equity Valuation, Company Valuation, Valuation Modeling, Enterprise Valuation, Strategic Negotiations, Private Placements, Cloud Computing, Big Data Analytics, Personal Finance, Shareholder Activism, Cash Flow Forecasting, Underwriting, Enterprise Storage, Mobile Devices
Education
Wake Forest University - Babcock Graduate School of Management 2006 — 2008
MBA, Finance
Indiana University Bloomington 1996 — 1999
Bachelor's, Journalism
Royal Melbourne Institute of Technology 1998 — 1998
Mass Communication/Media Studies
Acalanes High School
Charles Eriman Charles Eriman's Banc of America Securities Experience 1999 - 2003
Job Sr. Loan Consultant at Alameda Mortgage Corporation est. 1968
Industry Real Estate
Experience
Alameda Mortgage Corporation est. 1968 January 2015 - Present
Pacific Funding Group April 2014 - December 2014
Mason-McDuffie Mortgage October 2012 - April 2014
United Lending Partners, Inc April 2010 - October 2012
David White & Associates September 2009 - October 2010
Hilltop Financial Mortgage 2003 - 2009
Banc of America Securities 1999 - 2003
TD Waterhouse September 1995 - September 1999
Skills
Mortgage Lending, Real Estate, Investment Properties, FHA, Residential Mortgages, Valuation, First Time Home Buyers, Investments, Brokerage, Real Estate Development, Loans, Foreclosures, Condos, Mixed-use, New Home Building, New Custom Homes, Private Money, VA loans, Reverse Mortgages, Bridge Loans, Mortgage Banking, Real Estate Financing, Refinance, Real Estate Economics, FHA financing, Investors, Mortgage Underwriting, REO, USDA, Certified Mortgage..., Underwriting
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Arts, Political Science
Long Beach City College 1990 — 1993
Associate Arts, Political Science
Alameda Mortgage Corporation est. 1968 January 2015 - Present
Pacific Funding Group April 2014 - December 2014
Mason-McDuffie Mortgage October 2012 - April 2014
United Lending Partners, Inc April 2010 - October 2012
David White & Associates September 2009 - October 2010
Hilltop Financial Mortgage 2003 - 2009
Banc of America Securities 1999 - 2003
TD Waterhouse September 1995 - September 1999
Skills
Mortgage Lending, Real Estate, Investment Properties, FHA, Residential Mortgages, Valuation, First Time Home Buyers, Investments, Brokerage, Real Estate Development, Loans, Foreclosures, Condos, Mixed-use, New Home Building, New Custom Homes, Private Money, VA loans, Reverse Mortgages, Bridge Loans, Mortgage Banking, Real Estate Financing, Refinance, Real Estate Economics, FHA financing, Investors, Mortgage Underwriting, REO, USDA, Certified Mortgage..., Underwriting
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Arts, Political Science
Long Beach City College 1990 — 1993
Associate Arts, Political Science
Vivek Garg's Banc of America Securities Experience June 2007 - August 2007
Job Head of Product at TheSquareFoot (We're hiring!)
Industry Internet
Experience
TheSquareFoot July 2015 - Present
Shutterstock September 2011 - May 2015
TrialX June 2008 - December 2011
Barnes & Noble.com March 2010 - September 2011
Joost July 2008 - July 2009
Banc of America Securities June 2007 - August 2007
MediaSentry (acquired by SafeNet Inc.) December 2004 - May 2006
CMC Americas, Inc. June 2001 - December 2004
Skills
Product Management, Product Strategy, Start-ups, Strategic Partnerships, Product Planning, Mobile Devices, E-commerce, Product Development, Product Marketing, Agile Methodologies, User Experience, Entrepreneurship, Mergers & Acquisitions, SEO, Software Development, Web Development, SaaS, Mobile Internet, Software Project..., Web Analytics, Analytics, Strategy
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Venture Capital
Maharshi Dayanand University 1997 — 2001
BS, Computer Science
TheSquareFoot July 2015 - Present
Shutterstock September 2011 - May 2015
TrialX June 2008 - December 2011
Barnes & Noble.com March 2010 - September 2011
Joost July 2008 - July 2009
Banc of America Securities June 2007 - August 2007
MediaSentry (acquired by SafeNet Inc.) December 2004 - May 2006
CMC Americas, Inc. June 2001 - December 2004
Skills
Product Management, Product Strategy, Start-ups, Strategic Partnerships, Product Planning, Mobile Devices, E-commerce, Product Development, Product Marketing, Agile Methodologies, User Experience, Entrepreneurship, Mergers & Acquisitions, SEO, Software Development, Web Development, SaaS, Mobile Internet, Software Project..., Web Analytics, Analytics, Strategy
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Venture Capital
Maharshi Dayanand University 1997 — 2001
BS, Computer Science
Gerald Gomes Gerald Gomes's Banc of America Securities Experience 2005 - 2007
Job Senior Wallstreet Technology Consultant
Industry Computer Software
Experience
Barclays Capital 2007 - Present
Banc of America Securities 2005 - 2007
Credit Suisse First Boston 2004 - 2005
UBS Investment Bank 2003 - 2003
Citi Group 1999 - 2001
SIAC 1998 - 2000
Merrill Lynch 1997 - 1998
Skills
Derivatives, Infragistics, C#, Trading Systems, WCF, WPF, SQL, DevExpress, Fixed Income, Equities, SDLC, VBA, Sybase, FX trading, .NET, SOA, Market Data, Electronic Trading
Education
Marquette University 1992 — 1994
Master of Science in Computer Engineering, Computer Enginering
Marquette University 1987 — 1991
Bachelor of Science in Electrical Engineering, Electrical Engineering
Notre Dame College, Dhaka, Bangladesh 1983 — 1985
HSC, Science
Bandura Holy Cross High School 1978 — 1983
SSC
Barclays Capital 2007 - Present
Banc of America Securities 2005 - 2007
Credit Suisse First Boston 2004 - 2005
UBS Investment Bank 2003 - 2003
Citi Group 1999 - 2001
SIAC 1998 - 2000
Merrill Lynch 1997 - 1998
Skills
Derivatives, Infragistics, C#, Trading Systems, WCF, WPF, SQL, DevExpress, Fixed Income, Equities, SDLC, VBA, Sybase, FX trading, .NET, SOA, Market Data, Electronic Trading
Education
Marquette University 1992 — 1994
Master of Science in Computer Engineering, Computer Enginering
Marquette University 1987 — 1991
Bachelor of Science in Electrical Engineering, Electrical Engineering
Notre Dame College, Dhaka, Bangladesh 1983 — 1985
HSC, Science
Bandura Holy Cross High School 1978 — 1983
SSC
Jonathon VandenBrand Jonathon VandenBrand's Banc of America Securities Experience July 2007 - June 2008
Job Staff Commercial Development Representative at Anadarko Petroleum Corporation
Industry Financial Services
Experience
Anadarko Petroleum Corporation March 2015 - Present
Anadarko Petroleum May 2013 - March 2015
Anadarko Petroleum May 2012 - July 2012
ESS Funds November 2011 - February 2012
Energy Future Holdings November 2010 - August 2011
Energy Future Holdings June 2009 - November 2010
Global Hunter Securities June 2008 - June 2009
Banc of America Securities July 2007 - June 2008
Skills
Financial Modeling, Energy, Financial Analysis, Valuation, Business Valuation, Due Diligence, Corporate Finance, Finance, Private Equity, Corporate Development, Bloomberg, Investment Banking, Project Finance, Equities, Capital Markets, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
MBA, Finance/Energy
Southern Methodist University 2003 — 2007
BBA, Finance
DIS - Danish Institute for Study Abroad 2006 — 2006
Anadarko Petroleum Corporation March 2015 - Present
Anadarko Petroleum May 2013 - March 2015
Anadarko Petroleum May 2012 - July 2012
ESS Funds November 2011 - February 2012
Energy Future Holdings November 2010 - August 2011
Energy Future Holdings June 2009 - November 2010
Global Hunter Securities June 2008 - June 2009
Banc of America Securities July 2007 - June 2008
Skills
Financial Modeling, Energy, Financial Analysis, Valuation, Business Valuation, Due Diligence, Corporate Finance, Finance, Private Equity, Corporate Development, Bloomberg, Investment Banking, Project Finance, Equities, Capital Markets, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
MBA, Finance/Energy
Southern Methodist University 2003 — 2007
BBA, Finance
DIS - Danish Institute for Study Abroad 2006 — 2006
David Goldstein David Goldstein's Banc of America Securities Experience June 2006 - January 2008
Job Vice President, BMO Capital Markets Real Estate Investment Banking
Industry Financial Services
Experience
BMO Capital Markets July 2008 - Present
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investment Banking
Education
Ivey Business School at Western University 2002 — 2006
HBA
BMO Capital Markets July 2008 - Present
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investment Banking
Education
Ivey Business School at Western University 2002 — 2006
HBA
Mario Facella Mario Facella's Banc of America Securities Experience January 2007 - February 2009
Job Senior Lender at Toronto Dominion Bank (TD Bank)
Industry Banking
Experience
TD January 2014 - Present
WELLS FARGO - THE PRIVATE BANK March 2009 - January 2014
BANC OF AMERICA SECURITIES January 2007 - February 2009
NATIONSBANK, N.A./BANK OF AMERICA January 1998 - December 2006
BARNETT BANK OF SOUTH FLORIDA January 1995 - January 1998
FIRST UNION NATIONAL BANK OF FLORIDA October 1993 - December 1994
FIRST AMERICAN METRO CORPORATION/FIRST UNION NATIONAL BANK January 1991 - September 1993
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Investments, Loan Origination, Structured Finance, Real Estate, Commercial Real Estate, Construction Loans, CMBS, Cross Selling, Wealth, High Net Worth..., Mortgage Lending, Banking, Financial Modeling, Series 7, Real Estate Economics, Private Banking, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit Analysis, Financial Analysis, Insurance, Securities, Strategic Financial..., Underwriting, Wealth Management, Asset Management, Credit Risk, Investment Advisory, Small Business Lending, Capital Markets, Treasury Management, Lines Of Credit
Education
James Madison University 1986 — 1990
MBA; BBA, Real Estate Finance; Finance; Real Estate Concentration), Economics
Langley High School 1982 — 1985
TD January 2014 - Present
WELLS FARGO - THE PRIVATE BANK March 2009 - January 2014
BANC OF AMERICA SECURITIES January 2007 - February 2009
NATIONSBANK, N.A./BANK OF AMERICA January 1998 - December 2006
BARNETT BANK OF SOUTH FLORIDA January 1995 - January 1998
FIRST UNION NATIONAL BANK OF FLORIDA October 1993 - December 1994
FIRST AMERICAN METRO CORPORATION/FIRST UNION NATIONAL BANK January 1991 - September 1993
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Investments, Loan Origination, Structured Finance, Real Estate, Commercial Real Estate, Construction Loans, CMBS, Cross Selling, Wealth, High Net Worth..., Mortgage Lending, Banking, Financial Modeling, Series 7, Real Estate Economics, Private Banking, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit Analysis, Financial Analysis, Insurance, Securities, Strategic Financial..., Underwriting, Wealth Management, Asset Management, Credit Risk, Investment Advisory, Small Business Lending, Capital Markets, Treasury Management, Lines Of Credit
Education
James Madison University 1986 — 1990
MBA; BBA, Real Estate Finance; Finance; Real Estate Concentration), Economics
Langley High School 1982 — 1985
William Sandy Harrison William Sandy Harrison's Banc of America Securities Experience 2001 - 2003
Job Director
Industry Semiconductors
Experience
Signal Hill Capital 2006 - 2011
Pacific Growth Equities 2003 - 2006
Banc of America Securities 2001 - 2003
Needham and Company 1996 - 1998
IDTI 1996 - 1997
EES, Inc Manufacturer's Rep 1993 - 1996
Anthem Electronics 1992 - 1995
Skills
Investments, Financial Modeling, Financial Analysis, Equity Research, Valuation, Equities, Analysis, Hedge Funds, Leadership, Strategic Partnerships, Semiconductors, Capital Markets, Business Analysis, Strategy
Education
Loyola University Maryland 1992 — 1996
MBA, Finance
Washington and Lee University 1984 — 1988
BA, History, Industrial Psychology
Signal Hill Capital 2006 - 2011
Pacific Growth Equities 2003 - 2006
Banc of America Securities 2001 - 2003
Needham and Company 1996 - 1998
IDTI 1996 - 1997
EES, Inc Manufacturer's Rep 1993 - 1996
Anthem Electronics 1992 - 1995
Skills
Investments, Financial Modeling, Financial Analysis, Equity Research, Valuation, Equities, Analysis, Hedge Funds, Leadership, Strategic Partnerships, Semiconductors, Capital Markets, Business Analysis, Strategy
Education
Loyola University Maryland 1992 — 1996
MBA, Finance
Washington and Lee University 1984 — 1988
BA, History, Industrial Psychology
Penn Miller-Jones Penn Miller-Jones's Banc of America Securities Experience October 1997 - February 2006
Job Managing Director at Cowen Prime Services, LLC
Industry Investment Management
Experience
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2015 - August 2015
Jefferies & Company March 2006 - February 2015
Banc of America Securities October 1997 - February 2006
Donaldson, Lufkin & Jenrette September 1992 - October 1997
Skills
Fixed Income, Private Equity, Prime Brokerage, Capital Raising, Venture Capital, Trading, Equities, Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Securities, Investments, Capital Markets, Investment Banking, Derivatives, Mutual Funds
Education
Loyola College in Maryland 1990 — 1992
Almost
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2015 - August 2015
Jefferies & Company March 2006 - February 2015
Banc of America Securities October 1997 - February 2006
Donaldson, Lufkin & Jenrette September 1992 - October 1997
Skills
Fixed Income, Private Equity, Prime Brokerage, Capital Raising, Venture Capital, Trading, Equities, Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Securities, Investments, Capital Markets, Investment Banking, Derivatives, Mutual Funds
Education
Loyola College in Maryland 1990 — 1992
Almost
Colleen Filipo's Banc of America Securities Experience 2002 - 2002
Job Investment Banking, M&A
Industry Investment Banking
Experience
Petsky Prunier LLC April 2006 - Present
Thomson Financial August 2003 - April 2006
Banc of America Securities 2002 - 2002
Skills
Series 7, Series 63, Corporate Development, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Strategy, Due Diligence, Business Strategy, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
Petsky Prunier LLC April 2006 - Present
Thomson Financial August 2003 - April 2006
Banc of America Securities 2002 - 2002
Skills
Series 7, Series 63, Corporate Development, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Strategy, Due Diligence, Business Strategy, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
Fred Winograd's Banc of America Securities Experience 1996 - 2000
Job Banking Process Reengineering Consultant
Industry Banking
Experience
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Florin Nedelciuc's Banc of America Securities Experience July 2001 - January 2004
Job Whole Loan Trader at Angelo, Gordon & Co.
Industry Capital Markets
Experience
Angelo, Gordon & Co. April 2013 - Present
Hudson Advisors / Lone Star Funds October 2011 - April 2013
Clayton Holdings March 2011 - August 2011
Chicago Partners (a subsidiary of Navigant Consulting) October 2008 - February 2011
Red Pine Advisors July 2008 - October 2008
WaMu Capital Corp. June 2006 - January 2008
Wachovia Securities February 2004 - May 2006
Banc of America Securities July 2001 - January 2004
Skills
MBS, ABS, Derivatives, CDO, Securities, Residential Mortgages, CDS, Capital Markets, Securitization, Fixed Income, Structured Finance, Financial Modeling, Asset Management, Portfolio Management, Mortgage Lending, Investment Banking, Loans, Valuation, Financial Services, Financial Structuring, Structured Products, Credit, Bonds, Trading, Alternative Investments, Bloomberg, Private Equity, Hedge Funds, Loan Origination, Investments
Education
James Madison University 1997 — 2001
BS
Angelo, Gordon & Co. April 2013 - Present
Hudson Advisors / Lone Star Funds October 2011 - April 2013
Clayton Holdings March 2011 - August 2011
Chicago Partners (a subsidiary of Navigant Consulting) October 2008 - February 2011
Red Pine Advisors July 2008 - October 2008
WaMu Capital Corp. June 2006 - January 2008
Wachovia Securities February 2004 - May 2006
Banc of America Securities July 2001 - January 2004
Skills
MBS, ABS, Derivatives, CDO, Securities, Residential Mortgages, CDS, Capital Markets, Securitization, Fixed Income, Structured Finance, Financial Modeling, Asset Management, Portfolio Management, Mortgage Lending, Investment Banking, Loans, Valuation, Financial Services, Financial Structuring, Structured Products, Credit, Bonds, Trading, Alternative Investments, Bloomberg, Private Equity, Hedge Funds, Loan Origination, Investments
Education
James Madison University 1997 — 2001
BS
Peter Tarrant's Banc of America Securities Experience October 1998 - May 2001
Job Head of Capital Introduction
Industry Investment Management
Experience
BTIG October 2002 - Present
Hotovec Pomeranz & Co. October 2001 - October 2002
Banc of America Securities October 1998 - May 2001
Montgomery Securities January 1996 - October 1998
Montgomery Securities June 1994 - October 1996
Education
University of Colorado Boulder 1990 — 1993
BA
Kent State
BTIG October 2002 - Present
Hotovec Pomeranz & Co. October 2001 - October 2002
Banc of America Securities October 1998 - May 2001
Montgomery Securities January 1996 - October 1998
Montgomery Securities June 1994 - October 1996
Education
University of Colorado Boulder 1990 — 1993
BA
Kent State
Marian Gibbon's Banc of America Securities Experience 2000 - 2004
Job
Industry Financial Services
Experience
M Company 2005 - Present
Banc of America Securities 2000 - 2004
Violet, Inc. 1999 - 2000
Merrill Lynch 1997 - 1999
EY 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1989
Master's Degree
Macalester College 1982 — 1986
Bachelor's Degree
M Company 2005 - Present
Banc of America Securities 2000 - 2004
Violet, Inc. 1999 - 2000
Merrill Lynch 1997 - 1999
EY 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1989
Master's Degree
Macalester College 1982 — 1986
Bachelor's Degree
Srinivas Rampalli's Banc of America Securities Experience December 2003 - July 2007
Job Director, Business Advisory at Incandescent Technologies, Inc.
Industry Financial Services
Experience
Incandescent Technologies, Inc. January 2014 - Present
Bank of America / Merrill Lynch July 2009 - December 2013
BNY Mellon July 2007 - April 2009
Banc of America Securities December 2003 - July 2007
Merrill Lynch May 2001 - November 2003
Whittman-Hart / March First April 1999 - April 2001
Skills
Business Analysis, Business Intelligence, Integration, Program Management, Cross-functional Team..., Risk Management, Management, Project Management, E-commerce, Leadership, Enterprise Software, Project Planning, Architecture, Banking, Data Warehousing, Databases, Equities, Investment Banking, Marketing, Mergers, Microsoft SQL Server, Oracle, SDLC, Sales, Strategic Planning, Team Building, Team Management, Trading, Unix, Vendor Management, Web Analytics, Web Services
Education
Kennedy Western University 2001 — 2004
Masters, Computer Science
Osmania University 1990 — 1994
Valerian Grammer School 1984 — 1989
Incandescent Technologies, Inc. January 2014 - Present
Bank of America / Merrill Lynch July 2009 - December 2013
BNY Mellon July 2007 - April 2009
Banc of America Securities December 2003 - July 2007
Merrill Lynch May 2001 - November 2003
Whittman-Hart / March First April 1999 - April 2001
Skills
Business Analysis, Business Intelligence, Integration, Program Management, Cross-functional Team..., Risk Management, Management, Project Management, E-commerce, Leadership, Enterprise Software, Project Planning, Architecture, Banking, Data Warehousing, Databases, Equities, Investment Banking, Marketing, Mergers, Microsoft SQL Server, Oracle, SDLC, Sales, Strategic Planning, Team Building, Team Management, Trading, Unix, Vendor Management, Web Analytics, Web Services
Education
Kennedy Western University 2001 — 2004
Masters, Computer Science
Osmania University 1990 — 1994
Valerian Grammer School 1984 — 1989
Daniel Siever's Banc of America Securities Experience 2004 - 2008
Job Managing Director at Bank of America Portfolio
Industry Investment Management
Experience
Bank of America Portfolio 2008 - Present
Banc of America Securities 2004 - 2008
Bank of America January 2001 - January 2003
Skills
Interest Rate..., Capital Markets, Fixed Income, Securitization, Credit, Derivatives, Asset Managment, Bloomberg, Valuation, R, Investment Banking, Banking, Trading, Investments, Portfolio Management, Financial Modeling
Education
Loyola University of Chicago 1998 — 2002
BA, FINANCE
Bank of America Portfolio 2008 - Present
Banc of America Securities 2004 - 2008
Bank of America January 2001 - January 2003
Skills
Interest Rate..., Capital Markets, Fixed Income, Securitization, Credit, Derivatives, Asset Managment, Bloomberg, Valuation, R, Investment Banking, Banking, Trading, Investments, Portfolio Management, Financial Modeling
Education
Loyola University of Chicago 1998 — 2002
BA, FINANCE
Gunbir Sethi's Banc of America Securities Experience July 2003 - April 2006
Job InSync Analytics, LLC
Industry Financial Services
Experience
InSync Analytics LLC April 2006 - Present
Banc of America Securities July 2003 - April 2006
JPMorgan 2001 - 2002
Skills
Business Strategy, Capital Markets, Management Consulting, Analytics, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Investor Relations, Financial Risk, Strategic Planning, Leadership, Equities, Market Research, Valuation, Emerging Markets, Management, Financial Services, Microsoft Excel, Wealth Management, Hedge Funds, Investment Management, Start-ups, Equity Research, New Business Development, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Strategy, Bonds, Business Analysis, Corporate Finance, Equity Derivatives, Business Development, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
Maastricht School of Management 1995 — 1996
Diploma in Financial Management
InSync Analytics LLC April 2006 - Present
Banc of America Securities July 2003 - April 2006
JPMorgan 2001 - 2002
Skills
Business Strategy, Capital Markets, Management Consulting, Analytics, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Investor Relations, Financial Risk, Strategic Planning, Leadership, Equities, Market Research, Valuation, Emerging Markets, Management, Financial Services, Microsoft Excel, Wealth Management, Hedge Funds, Investment Management, Start-ups, Equity Research, New Business Development, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Strategy, Bonds, Business Analysis, Corporate Finance, Equity Derivatives, Business Development, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
Maastricht School of Management 1995 — 1996
Diploma in Financial Management
Gamal Walker's Banc of America Securities Experience 2007 - 2009
Job Director Domain Experts, Finance at Dataminr
Industry Information Technology and Services
Experience
Dataminr June 2014 - Present
Topeka Capital Markets, Inc February 2011 - March 2014
ThinkEquity LLC 2009 - 2011
Banc of America Securities 2007 - 2009
Citigroup 1997 - 2006
Skills
Equities, Hedge Funds, Alternative Investments, Trading, Series 7, Capital Markets, Securities, Fixed Income, Financial Modeling, Finance, Series 63, Valuation, Bloomberg, Asset Management, Equity Capital Markets, Investments, Equity Research
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
ba, finance
Dataminr June 2014 - Present
Topeka Capital Markets, Inc February 2011 - March 2014
ThinkEquity LLC 2009 - 2011
Banc of America Securities 2007 - 2009
Citigroup 1997 - 2006
Skills
Equities, Hedge Funds, Alternative Investments, Trading, Series 7, Capital Markets, Securities, Fixed Income, Financial Modeling, Finance, Series 63, Valuation, Bloomberg, Asset Management, Equity Capital Markets, Investments, Equity Research
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
ba, finance
Mary Beth Stines (Bennett)'s Banc of America Securities Experience 2002 - 2005
Job Human Resources Consultant and Contractor
Industry Human Resources
Experience
Graduate Solutions 2006 - Present
Banc of America Securities 2002 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Skills
Recruiting, Coaching, Onboarding, Applicant Tracking..., Career Development, Employer Branding, Executive Search, Graduate Recruitment, Management, Marketing
Education
Loyola University Maryland 1992 — 1996
Business
Graduate Solutions 2006 - Present
Banc of America Securities 2002 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Skills
Recruiting, Coaching, Onboarding, Applicant Tracking..., Career Development, Employer Branding, Executive Search, Graduate Recruitment, Management, Marketing
Education
Loyola University Maryland 1992 — 1996
Business
Charles Ackman's Banc of America Securities Experience June 1990 - April 2001
Job Managing Director, JPMorgan Securities
Industry Banking
Experience
JPMorgan April 2006 - Present
Banc of America Securities June 1990 - April 2001
Skills
Private Equity, Management, Commercial Banking, Finance, Bonds, Sales, Capital Markets, Investments, Investment Banking, Corporate Finance, Fixed Income
Education
University of Illinois at Urbana-Champaign 1989 — 1990
MBA, Finance & Accounting
Knox College 1980 — 1983
BA, Economics
JPMorgan April 2006 - Present
Banc of America Securities June 1990 - April 2001
Skills
Private Equity, Management, Commercial Banking, Finance, Bonds, Sales, Capital Markets, Investments, Investment Banking, Corporate Finance, Fixed Income
Education
University of Illinois at Urbana-Champaign 1989 — 1990
MBA, Finance & Accounting
Knox College 1980 — 1983
BA, Economics
Chuck Lief's Banc of America Securities Experience 2002 - 2005
Job Insight Securities
Industry Financial Services
Experience
InSight Securities 2014 - 2015
GL Advisors August 2010 - July 2014
Broadridge Financial, Ridge Clearing & Outsourcing Solutions, Inc February 2002 - July 2010
Banc of America Securities 2002 - 2005
Bear Stearns January 1995 - January 2002
Pershing January 1986 - January 1995
Pershing/DLJ 1986 - 1994
Skills
Prime Brokerage, Management, Series 7, Sales, Series 63, Equities, Sales Process, Securities, Fixed Income, Financial Services, Mutual Funds, Series 24, FINRA, Hedge Funds, Options, Electronic Trading, Trading Systems, Alternative Investments, Capital Markets
Education
Lewis University 1982 — 1984
InSight Securities 2014 - 2015
GL Advisors August 2010 - July 2014
Broadridge Financial, Ridge Clearing & Outsourcing Solutions, Inc February 2002 - July 2010
Banc of America Securities 2002 - 2005
Bear Stearns January 1995 - January 2002
Pershing January 1986 - January 1995
Pershing/DLJ 1986 - 1994
Skills
Prime Brokerage, Management, Series 7, Sales, Series 63, Equities, Sales Process, Securities, Fixed Income, Financial Services, Mutual Funds, Series 24, FINRA, Hedge Funds, Options, Electronic Trading, Trading Systems, Alternative Investments, Capital Markets
Education
Lewis University 1982 — 1984
Jeff Standish's Banc of America Securities Experience June 2007 - August 2007
Job Capital Markets Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2008 - Present
Banc of America Securities June 2007 - August 2007
Postlethwaite & Netterville October 2002 - July 2006
Education
Wake Forest University School of Business 2006 — 2008
Louisiana State University
BS, Finance
Bank of America Merrill Lynch July 2008 - Present
Banc of America Securities June 2007 - August 2007
Postlethwaite & Netterville October 2002 - July 2006
Education
Wake Forest University School of Business 2006 — 2008
Louisiana State University
BS, Finance
Alonzo Carlos's Banc of America Securities Experience May 2000 - October 2000
Job IT Support Specialist
Industry Information Technology and Services
Experience
Medical Manager\WebMD\Sage Healthcare Software October 2000 - June 2007
Sage Software 2000 - 2007
Banc of America Securities May 2000 - October 2000
Merant, Inc. May 1999 - May 2000
Education
John Brown University
Medical Manager\WebMD\Sage Healthcare Software October 2000 - June 2007
Sage Software 2000 - 2007
Banc of America Securities May 2000 - October 2000
Merant, Inc. May 1999 - May 2000
Education
John Brown University
Jason Nagy's Banc of America Securities Experience 2001 - 2002
Job Hedge Fund Director of Operations
Industry Financial Services
Experience
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Scott Hansen's Banc of America Securities Experience 2002 - 2003
Job Healthcare Desk Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2011 - Present
J.P. Morgan June 2008 - January 2012
Bear Stearns 2005 - June 2008
SAC Capital 2004 - 2004
Goldman Sachs 2003 - 2004
Banc of America Securities 2002 - 2003
Skills
Managed Care, Equity Research, Healthcare, Equity Trading, Investment Banking
Education
Massachusetts Institute of Technology 1998 — 2002
Wilson High School 1994 — 1998
J.P. Morgan December 2011 - Present
J.P. Morgan June 2008 - January 2012
Bear Stearns 2005 - June 2008
SAC Capital 2004 - 2004
Goldman Sachs 2003 - 2004
Banc of America Securities 2002 - 2003
Skills
Managed Care, Equity Research, Healthcare, Equity Trading, Investment Banking
Education
Massachusetts Institute of Technology 1998 — 2002
Wilson High School 1994 — 1998
Rahil Ahmed, PMP's Banc of America Securities Experience March 2005 - January 2014
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Vice President at Bank of America Merrill Lynch January 2014 - Present
Banc of America Securities March 2005 - January 2014
Ivega 1998 - 1998
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, PMP, SOA, Trading Systems, DB2, Enterprise Architecture, Agile Methodologies, Java Enterprise Edition, Vendor Management, Integration, Oracle, Fixed Income
Education
Karnatak University
BE, Electrical & Electronics Engineering
Vice President at Bank of America Merrill Lynch January 2014 - Present
Banc of America Securities March 2005 - January 2014
Ivega 1998 - 1998
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, PMP, SOA, Trading Systems, DB2, Enterprise Architecture, Agile Methodologies, Java Enterprise Edition, Vendor Management, Integration, Oracle, Fixed Income
Education
Karnatak University
BE, Electrical & Electronics Engineering
Bryant Saydah's Banc of America Securities Experience 1999 - 2002
Job Vice President at The Juda Group
Industry Financial Services
Experience
The Juda Group - A Division of Concept Capital Markets, LLC January 2012 - Present
Edelman Financial Group Inc. February 2004 - December 2011
Wedbush Morgan Securities October 2002 - February 2004
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 55, Series 63, Institutional Trading, Equities, Bloomberg, Capital Markets, Investments, Electronic Trading, Trading, Equity Trading, Financial Markets, Equity Research, ETFs, Proprietary Trading, Market Making, Technical Analysis, Trading Systems, Securities, FINRA
Education
Lehigh University 1986 — 1990
Bachelor of Science (BS), Finance
The Juda Group - A Division of Concept Capital Markets, LLC January 2012 - Present
Edelman Financial Group Inc. February 2004 - December 2011
Wedbush Morgan Securities October 2002 - February 2004
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 55, Series 63, Institutional Trading, Equities, Bloomberg, Capital Markets, Investments, Electronic Trading, Trading, Equity Trading, Financial Markets, Equity Research, ETFs, Proprietary Trading, Market Making, Technical Analysis, Trading Systems, Securities, FINRA
Education
Lehigh University 1986 — 1990
Bachelor of Science (BS), Finance
Erik Priede's Banc of America Securities Experience 1993 - 2003
Job Managing Director at RBS
Industry Capital Markets
Experience
RBS Markets & International Banking 2004 - Present
Bank One 2003 - 2004
Banc of America Securities 1993 - 2003
Education
University of Chicago
Master of Business Administration (MBA)
Indiana University Bloomington 1989 — 1993
RBS Markets & International Banking 2004 - Present
Bank One 2003 - 2004
Banc of America Securities 1993 - 2003
Education
University of Chicago
Master of Business Administration (MBA)
Indiana University Bloomington 1989 — 1993
Cathy Chiavetta's Banc of America Securities Experience 2007 - 2009
Job Managing Director Investor Sourcing at Z Capital Partners, L.L.C.
Industry Financial Services
Experience
Z Capital Partners, L.L.C. March 2012 - June 2015
Guggenheim Partners March 2011 - March 2012
Chapdelaine Credit Partners July 2009 - January 2011
Banc of America Securities 2007 - 2009
CIT 2003 - 2007
CIT Group 2003 - 2007
The Toronto Dominion Bank 2000 - 2003
TD Securities 2000 - 2003
Bankers Trust 1996 - 1998
Deloitte & Touche 1992 - 1996
Skills
Private Equity, Leveraged Finance, Loans, Trading, Capital Markets, Financial Modeling, Corporate Finance, Project Finance, Hedge Funds, Management, High Yield, Valuation, Investment Banking, Portfolio Management, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Lehigh University 1988 — 1992
BS, Accounting
Z Capital Partners, L.L.C. March 2012 - June 2015
Guggenheim Partners March 2011 - March 2012
Chapdelaine Credit Partners July 2009 - January 2011
Banc of America Securities 2007 - 2009
CIT 2003 - 2007
CIT Group 2003 - 2007
The Toronto Dominion Bank 2000 - 2003
TD Securities 2000 - 2003
Bankers Trust 1996 - 1998
Deloitte & Touche 1992 - 1996
Skills
Private Equity, Leveraged Finance, Loans, Trading, Capital Markets, Financial Modeling, Corporate Finance, Project Finance, Hedge Funds, Management, High Yield, Valuation, Investment Banking, Portfolio Management, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Lehigh University 1988 — 1992
BS, Accounting
Erika McNeany's Banc of America Securities Experience February 2004 - April 2006
Job Director at Citigroup
Industry Investment Banking
Experience
Citigroup Global Markets April 2006 - Present
Banc of America Securities February 2004 - April 2006
Skills
Capital Markets, Valuation, Investment Banking, Financial Modeling, Fixed Income, Bonds, Bloomberg, Structured Products, Hedge Funds, Equities, Derivatives, Financial Analysis, Public Health, Healthcare Industry, Healthcare Analytics
Education
Loyola University Chicago 1995 — 2001
BS, Chemistry, Finance
Citigroup Global Markets April 2006 - Present
Banc of America Securities February 2004 - April 2006
Skills
Capital Markets, Valuation, Investment Banking, Financial Modeling, Fixed Income, Bonds, Bloomberg, Structured Products, Hedge Funds, Equities, Derivatives, Financial Analysis, Public Health, Healthcare Industry, Healthcare Analytics
Education
Loyola University Chicago 1995 — 2001
BS, Chemistry, Finance
Sonny Randhawa's Banc of America Securities Experience 2006 - 2009
Job Vice President, Research Analyst at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson Companies 2015 - Present
Miller Tabak + Co., LLC 2014 - 2015
Independent Investor 2009 - 2014
Banc Of America Securities 2006 - 2009
Friedman Billings Ramsey 2005 - 2006
KPMG 2004 - 2005
Arthur Andersen 2000 - 2002
Skills
Equities, Due Diligence, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Equity Research
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1997 — 2000
BBA Finance
D.A. Davidson Companies 2015 - Present
Miller Tabak + Co., LLC 2014 - 2015
Independent Investor 2009 - 2014
Banc Of America Securities 2006 - 2009
Friedman Billings Ramsey 2005 - 2006
KPMG 2004 - 2005
Arthur Andersen 2000 - 2002
Skills
Equities, Due Diligence, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Equity Research
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1997 — 2000
BBA Finance
Trae Shattuck's Banc of America Securities Experience 1996 - 1996
Job Chief of Staff, Global Configuration Services at Dell
Industry Information Technology and Services
Experience
Dell January 2014 - Present
Dell April 2013 - December 2013
Dell June 2011 - March 2013
Dell November 2007 - May 2011
Dell August 2004 - October 2007
Dell May 2003 - July 2004
Dell October 2000 - April 2003
Dell August 1999 - September 2000
Ernst & Young Consulting June 1997 - July 1999
Banc of America Securities 1996 - 1996
Skills
Logistics, Service Operations, Operations Management, Forecasting, Management Consulting, ITIL, Business Process..., Resource Management, Service Delivery, IT Service Management, Outsourcing, Program Management, Business Development, Enterprise Software, Integration, Project Management, Cross-functional Team..., Strategy, Process Improvement, Vendor Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA
The University of Texas at Austin 1990 — 1992
MS, Engineering
Massachusetts Institute of Technology 1986 — 1990
Bachelor of Science (BS), Engineering
Dell January 2014 - Present
Dell April 2013 - December 2013
Dell June 2011 - March 2013
Dell November 2007 - May 2011
Dell August 2004 - October 2007
Dell May 2003 - July 2004
Dell October 2000 - April 2003
Dell August 1999 - September 2000
Ernst & Young Consulting June 1997 - July 1999
Banc of America Securities 1996 - 1996
Skills
Logistics, Service Operations, Operations Management, Forecasting, Management Consulting, ITIL, Business Process..., Resource Management, Service Delivery, IT Service Management, Outsourcing, Program Management, Business Development, Enterprise Software, Integration, Project Management, Cross-functional Team..., Strategy, Process Improvement, Vendor Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA
The University of Texas at Austin 1990 — 1992
MS, Engineering
Massachusetts Institute of Technology 1986 — 1990
Bachelor of Science (BS), Engineering
Brendan Bosman's Banc of America Securities Experience June 2006 - August 2008
Job Investment Professional at Varde Partners
Industry Real Estate
Experience
Värde Partners September 2008 - Present
Banc of America Securities June 2006 - August 2008
Skills
Portfolio Management, Real Estate, Investments, Residential Homes, Valuation, Asset Management, Real Estate Economics, Investment Banking
Education
Macalester College
BA, Economics and Religious Studies
Värde Partners September 2008 - Present
Banc of America Securities June 2006 - August 2008
Skills
Portfolio Management, Real Estate, Investments, Residential Homes, Valuation, Asset Management, Real Estate Economics, Investment Banking
Education
Macalester College
BA, Economics and Religious Studies
Anne Dallegro's Banc of America Securities Experience January 2001 - February 2004
Job Project Manager
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2014 - June 2015
Bank of America January 2013 - December 2013
Bank of America June 2006 - August 2011
Bank of America January 2005 - June 2006
Bank of America March 2004 - December 2004
Banc of America Securities January 2001 - February 2004
Computer Sciences Corp. October 1995 - January 2001
J.P. Morgan 1990 - 1995
Skills
Integration, Vendor Management, ITIL, Process Improvement, Program Management, IT Strategy, IT Management, Business Process..., Project Management, PMO, Service Delivery, Data Center, IT Service Management, Six Sigma, Outsourcing, Governance, Leadership, Off-shore Team..., Off-shore Project..., Crisis Management, Problem Management, Operational Efficiency, Training & Development, Customer Service..., Resource Management
Education
Juniata College
BS
Bank of America Merrill Lynch February 2014 - June 2015
Bank of America January 2013 - December 2013
Bank of America June 2006 - August 2011
Bank of America January 2005 - June 2006
Bank of America March 2004 - December 2004
Banc of America Securities January 2001 - February 2004
Computer Sciences Corp. October 1995 - January 2001
J.P. Morgan 1990 - 1995
Skills
Integration, Vendor Management, ITIL, Process Improvement, Program Management, IT Strategy, IT Management, Business Process..., Project Management, PMO, Service Delivery, Data Center, IT Service Management, Six Sigma, Outsourcing, Governance, Leadership, Off-shore Team..., Off-shore Project..., Crisis Management, Problem Management, Operational Efficiency, Training & Development, Customer Service..., Resource Management
Education
Juniata College
BS
Jill Smiley's Banc of America Securities Experience 2000 - 2008
Job Balance Sheet and Capital Management
Industry Capital Markets
Experience
Bank of America 2011 - Present
Federal Reserve Bank 2008 - June 2011
Banc of America Securities 2000 - 2008
Merrill Lynch 1992 - 1998
Skills
Capital Markets, Capital Management, Trading, Fixed Income, Bonds, Financial Risk, Risk Management, Banking, Derivatives, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance and Economics
Indiana University Bloomington 1988 — 1992
BS, Finance
Delta High School 1984 — 1990
Bank of America 2011 - Present
Federal Reserve Bank 2008 - June 2011
Banc of America Securities 2000 - 2008
Merrill Lynch 1992 - 1998
Skills
Capital Markets, Capital Management, Trading, Fixed Income, Bonds, Financial Risk, Risk Management, Banking, Derivatives, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance and Economics
Indiana University Bloomington 1988 — 1992
BS, Finance
Delta High School 1984 — 1990
Kirill Katsov's Banc of America Securities Experience January 2007 - March 2008
Job Advisory Director
Industry Investment Management
Experience
PwC April 2012 - Present
Financial Industry Regulatory Authority February 2012 - April 2012
Aristeia Capital March 2008 - November 2011
Banc of America Securities January 2007 - March 2008
UC Santa Barbara September 2003 - December 2006
University of Washington September 2000 - August 2003
Skills
Physics, Quantitative Finance, Monte Carlo Simulation, Time Series Analysis, Matlab, Quantitative Analysis, Numerical Analysis, Fixed Income, Statistics, Mathematics, Econometrics, Probability, Statistical Modeling, Quant, Financial Modeling, Quantitative Research, SQL, Risk Management, C++, Java, Python, Quantitative Analytics, Quantitative Investing, R, Valuation, Interest Rate..., Derivatives, Credit Derivatives, Financial Risk, VBA, Portfolio Optimization, Bloomberg, Equity Derivatives, FX Options, Options, Hedging, Hedge Funds
Education
University of Maryland College Park 1994 — 2000
PhD, Chemical Physics
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1989 — 1994
MS, Chemistry, summa cum laude
PwC April 2012 - Present
Financial Industry Regulatory Authority February 2012 - April 2012
Aristeia Capital March 2008 - November 2011
Banc of America Securities January 2007 - March 2008
UC Santa Barbara September 2003 - December 2006
University of Washington September 2000 - August 2003
Skills
Physics, Quantitative Finance, Monte Carlo Simulation, Time Series Analysis, Matlab, Quantitative Analysis, Numerical Analysis, Fixed Income, Statistics, Mathematics, Econometrics, Probability, Statistical Modeling, Quant, Financial Modeling, Quantitative Research, SQL, Risk Management, C++, Java, Python, Quantitative Analytics, Quantitative Investing, R, Valuation, Interest Rate..., Derivatives, Credit Derivatives, Financial Risk, VBA, Portfolio Optimization, Bloomberg, Equity Derivatives, FX Options, Options, Hedging, Hedge Funds
Education
University of Maryland College Park 1994 — 2000
PhD, Chemical Physics
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1989 — 1994
MS, Chemistry, summa cum laude
Vicky Liao, CFA's Banc of America Securities Experience June 2008 - August 2008
Job Vice President at Galileo Global Advisors
Industry Financial Services
Experience
Galileo Global Advisors January 2010 - Present
Banc of America Securities June 2008 - August 2008
China Minsheng Banking Corp September 2002 - July 2005
Skills
Private Placements, International Capital..., Strategic Advisory, Financial Modeling, Investment Banking, Cross-border..., Valuation, Financial Analysis, Due Diligence, Mergers, Strategy, Mergers & Acquisitions, Analysis, Finance, Financial Markets, Banking, Derivatives, Fixed Income, Emerging Markets, IPO, Asset Management, Investments, Restructuring, Venture Capital, Credit Analysis, Project Finance, Private Equity, Corporate Finance, Equities, Corporate Development, Mutual Funds, DCF, Equity Valuation, Equity Research, Hedge Funds, Financial Reporting, Business Valuation, Financial Structuring, Structured Finance, Capital Markets, Bloomberg, Financial Services, Financial Statement..., LBO
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance, Accounting
University of Maine 2005 — 2007
MA, Financial Economics
University of International Business and Economics 1999 — 2003
B.A., Financial Management
Galileo Global Advisors January 2010 - Present
Banc of America Securities June 2008 - August 2008
China Minsheng Banking Corp September 2002 - July 2005
Skills
Private Placements, International Capital..., Strategic Advisory, Financial Modeling, Investment Banking, Cross-border..., Valuation, Financial Analysis, Due Diligence, Mergers, Strategy, Mergers & Acquisitions, Analysis, Finance, Financial Markets, Banking, Derivatives, Fixed Income, Emerging Markets, IPO, Asset Management, Investments, Restructuring, Venture Capital, Credit Analysis, Project Finance, Private Equity, Corporate Finance, Equities, Corporate Development, Mutual Funds, DCF, Equity Valuation, Equity Research, Hedge Funds, Financial Reporting, Business Valuation, Financial Structuring, Structured Finance, Capital Markets, Bloomberg, Financial Services, Financial Statement..., LBO
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance, Accounting
University of Maine 2005 — 2007
MA, Financial Economics
University of International Business and Economics 1999 — 2003
B.A., Financial Management
Michael Dalpe's Banc of America Securities Experience December 2008 - April 2009
Job Trader at HSBC
Industry Investment Banking
Experience
HSBC Global Banking and Markets July 2015 - Present
Citi January 2014 - July 2015
Citi June 2010 - January 2014
Infinium Securities 2009 - June 2010
Banc of America Securities December 2008 - April 2009
Banc of America Securities July 2006 - December 2008
American Management Systems August 1998 - May 2004
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
Lehigh University 1994 — 1998
BS
HSBC Global Banking and Markets July 2015 - Present
Citi January 2014 - July 2015
Citi June 2010 - January 2014
Infinium Securities 2009 - June 2010
Banc of America Securities December 2008 - April 2009
Banc of America Securities July 2006 - December 2008
American Management Systems August 1998 - May 2004
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
Lehigh University 1994 — 1998
BS
Tyler Cruger's Banc of America Securities Experience September 2003 - April 2011
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2011 - Present
Banc of America Securities September 2003 - April 2011
Salomon Smith Barney August 2000 - September 2003
Merrill Lynch June 1999 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Capital Markets, Bloomberg, Equities, Portfolio Management, Investment Banking
Education
Lehigh University 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Societe Generale July 2011 - Present
Banc of America Securities September 2003 - April 2011
Salomon Smith Barney August 2000 - September 2003
Merrill Lynch June 1999 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Capital Markets, Bloomberg, Equities, Portfolio Management, Investment Banking
Education
Lehigh University 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Sathya Pillutla's Banc of America Securities Experience 2006 - July 2008
Job Software Consultant at Palisades Safety & Insurance
Industry Computer Software
Experience
Palisades Safety & Insurance July 2009 - Present
UBS Wealth Management August 2008 - June 2009
Banc of America Securities 2006 - July 2008
Skills
Requirements Analysis, PL/SQL, Java
Education
All Saints High School
Jawaharlal Nehru Technological University
Bachelors, Computer Science
Palisades Safety & Insurance July 2009 - Present
UBS Wealth Management August 2008 - June 2009
Banc of America Securities 2006 - July 2008
Skills
Requirements Analysis, PL/SQL, Java
Education
All Saints High School
Jawaharlal Nehru Technological University
Bachelors, Computer Science
Glenn Firestone's Banc of America Securities Experience Managing DirectorBank of America Securities2007 - Present
Job Managing Director at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities Managing DirectorBank of America Securities2007 - Present
Education
LIU Post 1976 — 1981
Banc of America Securities Managing DirectorBank of America Securities2007 - Present
Education
LIU Post 1976 — 1981
Seana Scott's Banc of America Securities Experience January 2002 - November 2005
Job
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley November 2005 - December 2010
Banc of America Securities January 2002 - November 2005
Salomon Smith Barney 1999 - 2001
Education
Manhattan College 1995 — 1999
BA
National University of Ireland, Galway 1998 — 1998
Morgan Stanley January 2011 - Present
Morgan Stanley November 2005 - December 2010
Banc of America Securities January 2002 - November 2005
Salomon Smith Barney 1999 - 2001
Education
Manhattan College 1995 — 1999
BA
National University of Ireland, Galway 1998 — 1998
Alice Engh's Banc of America Securities Experience January 2003 - January 2008
Job President, The SCBC Fund, Incorporated
Industry Nonprofit Organization Management
Experience
Small Change for Big Change January 2009 - Present
The Sugar Spot March 2008 - October 2010
Banc of America Securities January 2003 - January 2008
Goldman Sachs July 2000 - January 2003
Trammell Crow Company January 1999 - June 2000
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Valuation, Private Equity, Financial Analysis, Financial Services, Banking, Project Management, Securities, Program Management, Trading Systems
Education
Loyola Marymount University, College of Business Administration 1997 — 2000
MBA, Finance and Entrepreneurship
University of California, Los Angeles 1991 — 1995
BS, Physiological Science
Crescenta Valley High School 1987 — 1991
Small Change for Big Change January 2009 - Present
The Sugar Spot March 2008 - October 2010
Banc of America Securities January 2003 - January 2008
Goldman Sachs July 2000 - January 2003
Trammell Crow Company January 1999 - June 2000
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Valuation, Private Equity, Financial Analysis, Financial Services, Banking, Project Management, Securities, Program Management, Trading Systems
Education
Loyola Marymount University, College of Business Administration 1997 — 2000
MBA, Finance and Entrepreneurship
University of California, Los Angeles 1991 — 1995
BS, Physiological Science
Crescenta Valley High School 1987 — 1991
Marci Daffner's Banc of America Securities Experience 1996 - 2005
Job Executive Director at Morgan Stanley Co.
Industry Investment Banking
Experience
Morgan Stanley Co. April 2005 - Present
Banc of America Securities 1996 - 2005
Montgomery Securities 1996 - 2004
SG Warburg 1986 - 1996
S. G. Warburg 1986 - 1996
Skills
Securities, Equities, Capital Markets, Investment Banking, Hedge Funds
Education
Long Island University, C.W. Post Campus 1979 — 1983
BA, Political Science/Criminal Justice
Niskayuna High School 1976 — 1979
Morgan Stanley Co. April 2005 - Present
Banc of America Securities 1996 - 2005
Montgomery Securities 1996 - 2004
SG Warburg 1986 - 1996
S. G. Warburg 1986 - 1996
Skills
Securities, Equities, Capital Markets, Investment Banking, Hedge Funds
Education
Long Island University, C.W. Post Campus 1979 — 1983
BA, Political Science/Criminal Justice
Niskayuna High School 1976 — 1979
Adam Scheck's Banc of America Securities Experience Front Line ClerkBear Wagner SpecialistsFebruary 2001 - May 2004
Job Associate at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities Front Line ClerkBear Wagner SpecialistsFebruary 2001 - May 2004
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Lafayette College 1995 — 1999
Economics
dwight englewood 1992 — 1995
High School
Banc of America Securities Front Line ClerkBear Wagner SpecialistsFebruary 2001 - May 2004
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Lafayette College 1995 — 1999
Economics
dwight englewood 1992 — 1995
High School
Arindam Chakrabarti's Banc of America Securities Experience March 2004 - February 2009
Job Technical Team Lead at Fidessa
Industry Information Technology and Services
Experience
Fidessa January 2010 - Present
Dow Jones February 2009 - December 2010
Banc of America Securities March 2004 - February 2009
Bank of America March 2004 - February 2009
SIAC January 1999 - March 2004
Sprint March 1997 - December 1998
Tandem September 1995 - March 1997
TCS April 1994 - August 1995
CMC Limited, India June 1991 - August 1992
Skills
Application Architecture, XML, Enterprise Architecture, C#, Software Development, Perl, Linux, Unix, C++, Distributed Systems, SDLC, Solaris, Sybase, TCP/IP, Databases, SOA, SQL, Java
Education
Jadavpur University 1992 — 1994
M.E., Electronics & Telecommunications
Jadavpur University 1987 — 1991
B.E., Electronics & Telecommunications
St. Xavier's College
Fidessa January 2010 - Present
Dow Jones February 2009 - December 2010
Banc of America Securities March 2004 - February 2009
Bank of America March 2004 - February 2009
SIAC January 1999 - March 2004
Sprint March 1997 - December 1998
Tandem September 1995 - March 1997
TCS April 1994 - August 1995
CMC Limited, India June 1991 - August 1992
Skills
Application Architecture, XML, Enterprise Architecture, C#, Software Development, Perl, Linux, Unix, C++, Distributed Systems, SDLC, Solaris, Sybase, TCP/IP, Databases, SOA, SQL, Java
Education
Jadavpur University 1992 — 1994
M.E., Electronics & Telecommunications
Jadavpur University 1987 — 1991
B.E., Electronics & Telecommunications
St. Xavier's College
Emily Cochran (Spang)'s Banc of America Securities Experience May 2007 - April 2009
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America September 2009 - May 2013
Banc of America Securities May 2007 - April 2009
Bank of America June 2006 - May 2007
Bank of America June 2004 - January 2006
Skills
Banking, Program Management, Series 7, Governance, Strategy, Management Consulting
Education
Kalamazoo College 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Bank of America September 2009 - May 2013
Banc of America Securities May 2007 - April 2009
Bank of America June 2006 - May 2007
Bank of America June 2004 - January 2006
Skills
Banking, Program Management, Series 7, Governance, Strategy, Management Consulting
Education
Kalamazoo College 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Courtney Sapp's Banc of America Securities Experience June 2006 - September 2008
Job Director, Portfolio Credit Risk Management, Freddie Mac
Industry Financial Services
Experience
Freddie Mac December 2011 - Present
Freddie Mac March 2010 - December 2011
Freddie Mac November 2008 - March 2010
Banc of America Securities June 2006 - September 2008
Skills
Credit Risk, Financial Modeling, Derivatives, Valuation, Fixed Income, Capital Markets, Structured Finance, Bloomberg, Portfolio Management, Financial Analysis
Education
James Madison University 2002 — 2006
Bachelor of Science (B.S.), Quantitative Finance, Mathematics, Economics
Freddie Mac December 2011 - Present
Freddie Mac March 2010 - December 2011
Freddie Mac November 2008 - March 2010
Banc of America Securities June 2006 - September 2008
Skills
Credit Risk, Financial Modeling, Derivatives, Valuation, Fixed Income, Capital Markets, Structured Finance, Bloomberg, Portfolio Management, Financial Analysis
Education
James Madison University 2002 — 2006
Bachelor of Science (B.S.), Quantitative Finance, Mathematics, Economics
Diana Butler's Banc of America Securities Experience April 2000 - July 2003
Job RE/MAX Advantage Real Estate
Industry Real Estate
Experience
Re/Max Advantage Real Estate December 2013 - Present
Keller Williams Realty September 2012 - December 2013
Exit Reliance Realty February 2011 - September 2012
Re/Max Village Properties July 2007 - February 2011
Vernon Martin 2008 - 2009
Banc of America Securities April 2000 - July 2003
Montgomery Securities October 1996 - April 2000
Kidder Peabody 1986 - 2000
PaineWebber January 1986 - November 1995
Skills
First Time Home Buyers, Residential, Investments, Short Sales, REO, Relocation, Residential Homes, Property, Foreclosures, Listings, New Home Sales, Referrals, Condos, Buyer Representation, Single Family Homes, Investment Properties, Investors, Sellers, Buyers, Real Property, Move Up Buyers, Vacation Homes, Real Estate, SFR, Seniors, HUD, Relocation Buyers, New Homes, Townhomes
Education
Massachusetts Bay Community College
Business
Burlington High
Massachusetts Bay Community College
Re/Max Advantage Real Estate December 2013 - Present
Keller Williams Realty September 2012 - December 2013
Exit Reliance Realty February 2011 - September 2012
Re/Max Village Properties July 2007 - February 2011
Vernon Martin 2008 - 2009
Banc of America Securities April 2000 - July 2003
Montgomery Securities October 1996 - April 2000
Kidder Peabody 1986 - 2000
PaineWebber January 1986 - November 1995
Skills
First Time Home Buyers, Residential, Investments, Short Sales, REO, Relocation, Residential Homes, Property, Foreclosures, Listings, New Home Sales, Referrals, Condos, Buyer Representation, Single Family Homes, Investment Properties, Investors, Sellers, Buyers, Real Property, Move Up Buyers, Vacation Homes, Real Estate, SFR, Seniors, HUD, Relocation Buyers, New Homes, Townhomes
Education
Massachusetts Bay Community College
Business
Burlington High
Massachusetts Bay Community College
Quinn Kiley's Banc of America Securities Experience August 2001 - October 2005
Job MD, Sr. Portfolio Manager at Advisory Research, Inc.
Industry Investment Management
Experience
Advisory Research, Inc. April 2012 - Present
Fiduciary Asset Management, LLC October 2005 - March 2012
Banc of America Securities August 2001 - October 2005
Skills
Equities, Asset Managment, Investment Banking, Mutual Funds, Investments, Equity Research, Portfolio Management, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 1998 — 2001
MBA
Indiana University School of Law—Bloomington 1997 — 2001
JD
University of Montana 1995 — 1997
MS
Washington and Lee University 1991 — 1995
BS
Rumson-Fair Haven
Advisory Research, Inc. April 2012 - Present
Fiduciary Asset Management, LLC October 2005 - March 2012
Banc of America Securities August 2001 - October 2005
Skills
Equities, Asset Managment, Investment Banking, Mutual Funds, Investments, Equity Research, Portfolio Management, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 1998 — 2001
MBA
Indiana University School of Law—Bloomington 1997 — 2001
JD
University of Montana 1995 — 1997
MS
Washington and Lee University 1991 — 1995
BS
Rumson-Fair Haven
Roshmi Mukherji, PMP's Banc of America Securities Experience December 1997 - May 2005
Job Technical Project Manager, VP
Industry Financial Services
Experience
Wells Fargo December 2010 - Present
Wachovia, A Wells Fargo Company March 2007 - December 2010
Banc of America Securities December 1997 - May 2005
Super Solutions June 1996 - December 1997
HCL Hewlett Packard August 1990 - June 1992
Skills
Business Analysis, Data Warehousing, Project Management, Database Design, Data Analysis, Data Architecture, Oracle E-Business Suite, SDLC, Vendor Management, PMO, Software Project..., Requirements Analysis, Enterprise Architecture, Risk Management, Program Management, Visio, Financial Services, Business Process..., Analysis, Management, Oracle
Education
Queens University of Charlotte 2000 — 2002
MBA, Business, Finance Emphasis
Jadavpur University 1986 — 1990
BE, Engineering - Pharmaceutical
Modern High School
Science
Wells Fargo December 2010 - Present
Wachovia, A Wells Fargo Company March 2007 - December 2010
Banc of America Securities December 1997 - May 2005
Super Solutions June 1996 - December 1997
HCL Hewlett Packard August 1990 - June 1992
Skills
Business Analysis, Data Warehousing, Project Management, Database Design, Data Analysis, Data Architecture, Oracle E-Business Suite, SDLC, Vendor Management, PMO, Software Project..., Requirements Analysis, Enterprise Architecture, Risk Management, Program Management, Visio, Financial Services, Business Process..., Analysis, Management, Oracle
Education
Queens University of Charlotte 2000 — 2002
MBA, Business, Finance Emphasis
Jadavpur University 1986 — 1990
BE, Engineering - Pharmaceutical
Modern High School
Science
Jason Lombardi's Banc of America Securities Experience November 2005 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Banc of America Securities November 2005 - Present
Skills
Fixed Income, Bloomberg, Capital Markets, Derivatives, Trading Systems, Bonds, Trading, Portfolio Management, Electronic Trading, Securities
Education
LIU Post 2001 — 2005
Banc of America Securities November 2005 - Present
Skills
Fixed Income, Bloomberg, Capital Markets, Derivatives, Trading Systems, Bonds, Trading, Portfolio Management, Electronic Trading, Securities
Education
LIU Post 2001 — 2005
Rory D'Amore's Banc of America Securities Experience November 2008 - October 2009
Job at
Industry Financial Services
Experience
Bank of America February 2009 - Present
Banc of America Securities November 2008 - October 2009
Education
Marquette University 1980 — 1984
Bank of America February 2009 - Present
Banc of America Securities November 2008 - October 2009
Education
Marquette University 1980 — 1984
Darryl Shapiro's Banc of America Securities Experience January 2005 - November 2008
Job New Position
Industry Banking
Experience
Consultant November 2013 - Present
Bank of America January 2011 - Present
MMC GROUP, LP - November 2008 - December 2011
Banc of America Securities January 2005 - November 2008
Hanover Capital and Clayton Holdings, LLC August 2002 - December 2004
AMERICAN BUSINESS FINANCIAL SERVICES July 2001 - July 2002
Skills
Mortgage Underwriting, Loss Mitigation, Servicing, Mortgage Banking, Loan Origination, Quality Control Audits
Education
Widener University School of Law 1985 — 1988
Doctor of Law (JD), Accounting and Finance
Juniata College 1981 — 1985
Bachelor of Arts (BA), Accounting and Finance
Consultant November 2013 - Present
Bank of America January 2011 - Present
MMC GROUP, LP - November 2008 - December 2011
Banc of America Securities January 2005 - November 2008
Hanover Capital and Clayton Holdings, LLC August 2002 - December 2004
AMERICAN BUSINESS FINANCIAL SERVICES July 2001 - July 2002
Skills
Mortgage Underwriting, Loss Mitigation, Servicing, Mortgage Banking, Loan Origination, Quality Control Audits
Education
Widener University School of Law 1985 — 1988
Doctor of Law (JD), Accounting and Finance
Juniata College 1981 — 1985
Bachelor of Arts (BA), Accounting and Finance
Larry Soule's Banc of America Securities Experience February 2002 - February 2008
Job Budget Director at Westchester County
Industry Government Administration
Experience
Westchester County January 2010 - Present
New York State Senate January 2009 - March 2010
Banc of America Securities February 2002 - February 2008
First Union Capital Markets/Wachovia Securities October 1998 - February 2002
Moody's Investors Service 1995 - 1998
Education
Northeastern University 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Lehigh University 1982 — 1986
Lehigh University - College of Business and Economics 1982 — 1986
Westchester County January 2010 - Present
New York State Senate January 2009 - March 2010
Banc of America Securities February 2002 - February 2008
First Union Capital Markets/Wachovia Securities October 1998 - February 2002
Moody's Investors Service 1995 - 1998
Education
Northeastern University 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Lehigh University 1982 — 1986
Lehigh University - College of Business and Economics 1982 — 1986
Shelly Hale's Banc of America Securities Experience April 1998 - June 2002
Job Teacher
Industry Primary/Secondary Education
Experience
San Francisco Unified School District August 2004 - Present
Banc of America Securities April 1998 - June 2002
Hambrecht & Quist March 1994 - March 1998
Del Monte Foods April 1990 - March 1994
Colgate Palmolive March 1987 - March 1990
Education
Macalester College
Bachelor of Arts, Political Science & International Studies
University of San Francisco
California Teaching Credential, Elementary Education and Teaching
San Francisco Unified School District August 2004 - Present
Banc of America Securities April 1998 - June 2002
Hambrecht & Quist March 1994 - March 1998
Del Monte Foods April 1990 - March 1994
Colgate Palmolive March 1987 - March 1990
Education
Macalester College
Bachelor of Arts, Political Science & International Studies
University of San Francisco
California Teaching Credential, Elementary Education and Teaching
Brandon Pellegrino, CFA's Banc of America Securities Experience August 2005 - May 2008
Job Structured Finance Analyst at AVM LP
Industry Investment Banking
Experience
AVM LP July 2008 - Present
Banc of America Securities August 2005 - May 2008
Banc of America Securities May 2004 - August 2004
TradeStation Securities 1998 - 2003
Skills
CDO, Fixed Income, Hedge Funds, Structured Products, Equities, Securitization, Capital Markets, Derivatives, Financial Modeling, Structured Finance, Valuation, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
Indiana University Bloomington 1994 — 1998
BS, Mathematics
Indiana University Bloomington 1994 — 1998
BS, Biology
AVM LP July 2008 - Present
Banc of America Securities August 2005 - May 2008
Banc of America Securities May 2004 - August 2004
TradeStation Securities 1998 - 2003
Skills
CDO, Fixed Income, Hedge Funds, Structured Products, Equities, Securitization, Capital Markets, Derivatives, Financial Modeling, Structured Finance, Valuation, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
Indiana University Bloomington 1994 — 1998
BS, Mathematics
Indiana University Bloomington 1994 — 1998
BS, Biology
Christine Bavetta's Banc of America Securities Experience 2004 - 2006
Job Business Manager/Client Services/Chief of Staff
Industry Financial Services
Experience
RBS (Greenwich Capital) July 2007 - August 2013
Absolute Plus Management (APM) June 2006 - June 2007
Banc of America Securities 2004 - 2006
Citi (Salomon Brothers) 1989 - 2004
Education
Manhattanville College 1985 — 1989
RBS (Greenwich Capital) July 2007 - August 2013
Absolute Plus Management (APM) June 2006 - June 2007
Banc of America Securities 2004 - 2006
Citi (Salomon Brothers) 1989 - 2004
Education
Manhattanville College 1985 — 1989
Anthony Pelliccia's Banc of America Securities Experience 2006 - 2008
Job at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
RBS Markets and International Banking August 2013 - August 2014
Deutsche Bank 2008 - August 2013
Banc of America Securities 2006 - 2008
UBS 2005 - 2006
Susquehanna International Group 2004 - 2005
Knight Equity Markets 1999 - 2003
Skills
Equities, Derivatives, Electronic Trading, Series 7, Equity Trading, Series 63, Mutual Funds, Series 24, Equity Derivatives, Hedge Funds, Options, Financial Regulation, Market Making, Financial Markets, Fixed Income, Securities, FINRA, Securities Regulation, KYC
Education
Marist College 1992 — 1996
Deutsche Bank August 2014 - Present
RBS Markets and International Banking August 2013 - August 2014
Deutsche Bank 2008 - August 2013
Banc of America Securities 2006 - 2008
UBS 2005 - 2006
Susquehanna International Group 2004 - 2005
Knight Equity Markets 1999 - 2003
Skills
Equities, Derivatives, Electronic Trading, Series 7, Equity Trading, Series 63, Mutual Funds, Series 24, Equity Derivatives, Hedge Funds, Options, Financial Regulation, Market Making, Financial Markets, Fixed Income, Securities, FINRA, Securities Regulation, KYC
Education
Marist College 1992 — 1996
Lynd Oneal's Banc of America Securities Experience 2000 - 2000
Job Project Manager
Industry Computer Networking
Experience
Cisco Systems 2008 - Present
Comerica Bank 2003 - 2008
Simply Chic Linens 2001 - 2003
Banc of America Securities 2000 - 2000
Edison Mission Energy 1998 - 1998
Calpine 1995 - 1998
Skills
Business Analysis, Cross-functional Team..., Program Management, Process Improvement, Project Management, Business Development, Strategic Planning, Competitive Analysis, Business Strategy, Microsoft Excel, Analytics, Strategy, Team Leadership
Education
Indiana University
MBA, Finance and New Venture & Bus. Developement
Cisco Systems 2008 - Present
Comerica Bank 2003 - 2008
Simply Chic Linens 2001 - 2003
Banc of America Securities 2000 - 2000
Edison Mission Energy 1998 - 1998
Calpine 1995 - 1998
Skills
Business Analysis, Cross-functional Team..., Program Management, Process Improvement, Project Management, Business Development, Strategic Planning, Competitive Analysis, Business Strategy, Microsoft Excel, Analytics, Strategy, Team Leadership
Education
Indiana University
MBA, Finance and New Venture & Bus. Developement
Rich Bongo's Banc of America Securities Experience 2001 - 2004
Job Managing Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas 2006 - Present
Merrill Lynch 2004 - 2006
Banc of America Securities 2001 - 2004
Credit Suisse First Boston 1996 - 2001
Chase Manhattan Corporation 1994 - 1995
Lehman Brothers 1986 - 1994
Skills
Structured Products, Mortgage, Fixed Income, Securities, ABS, Mortgage Lending, Series 7, Securitization, Structured Finance, Capital Markets, MBS, Financial Structuring, CMBS, Funding, Asset Management, Investments, Investment Banking, CDS, Emerging Markets, Credit Derivatives, Trading, High Yield, Hedge Funds, Derivatives, Valuation, Bonds, Portfolio Management, Financial Markets, Alternative Investments, Interest Rate..., Swaps, Bloomberg, Equity Derivatives, Equities, CDO, Market Risk, Options, Hedging, Leveraged Finance, Money Market
Education
King's College 1980 — 1984
Morris Catholic High School
BNP Paribas 2006 - Present
Merrill Lynch 2004 - 2006
Banc of America Securities 2001 - 2004
Credit Suisse First Boston 1996 - 2001
Chase Manhattan Corporation 1994 - 1995
Lehman Brothers 1986 - 1994
Skills
Structured Products, Mortgage, Fixed Income, Securities, ABS, Mortgage Lending, Series 7, Securitization, Structured Finance, Capital Markets, MBS, Financial Structuring, CMBS, Funding, Asset Management, Investments, Investment Banking, CDS, Emerging Markets, Credit Derivatives, Trading, High Yield, Hedge Funds, Derivatives, Valuation, Bonds, Portfolio Management, Financial Markets, Alternative Investments, Interest Rate..., Swaps, Bloomberg, Equity Derivatives, Equities, CDO, Market Risk, Options, Hedging, Leveraged Finance, Money Market
Education
King's College 1980 — 1984
Morris Catholic High School
Casey Neilson's Banc of America Securities Experience June 2002 - May 2009
Job Director at Wells Fargo Securities Sales and Trading
Industry Banking
Experience
Wells Fargo Securities April 2012 - Present
Bank of America June 2009 - April 2012
Banc of America Securities June 2002 - May 2009
Standard & Poor's 2000 - 2002
Education
James Madison University 1996 — 2000
BS, Quantitative Finance
James Madison University 1996 — 2000
Bachelor of Science, Quantitative Finance
Wells Fargo Securities April 2012 - Present
Bank of America June 2009 - April 2012
Banc of America Securities June 2002 - May 2009
Standard & Poor's 2000 - 2002
Education
James Madison University 1996 — 2000
BS, Quantitative Finance
James Madison University 1996 — 2000
Bachelor of Science, Quantitative Finance
Todd Leih's Banc of America Securities Experience August 2002 - April 2009
Job Portfolio Manager at 400 Capital Managment
Industry Financial Services
Experience
400 Capital Managment March 2011 - Present
Jane Street May 2009 - March 2011
Banc of America Securities August 2002 - April 2009
i2 Technologies July 1998 - July 2002
Salomon Brothers August 1997 - July 1998
Education
Massachusetts Institute of Technology 1993 — 1997
400 Capital Managment March 2011 - Present
Jane Street May 2009 - March 2011
Banc of America Securities August 2002 - April 2009
i2 Technologies July 1998 - July 2002
Salomon Brothers August 1997 - July 1998
Education
Massachusetts Institute of Technology 1993 — 1997
Steve Bilardi's Banc of America Securities Experience March 1980 - January 2007
Job Financial Services Professional
Industry Financial Services
Experience
BANC of America - Investment Services March 1980 - March 2007
Banc of America Securities March 1980 - January 2007
Dean Witter April 1975 - March 1980
Skills
Compliance, Settlement, Securities, Trading
Education
Kingsborough Community College
Kingsborough Community College
BANC of America - Investment Services March 1980 - March 2007
Banc of America Securities March 1980 - January 2007
Dean Witter April 1975 - March 1980
Skills
Compliance, Settlement, Securities, Trading
Education
Kingsborough Community College
Kingsborough Community College
Courtney Fagg Collis's Banc of America Securities Experience May 2000 - April 2008
Job Office Administrator at Husqvarna
Industry Human Resources
Experience
Husqvarna March 2011 - June 2013
Banc of America Securities May 2000 - April 2008
ANDERSON Consulting January 1999 - January 2000
MERRITT, HAWKINS & ASSOCIATES January 1998 - January 1999
Skills
Outlook, Access, Excel, PowerPoint, Word
Education
King's College 1996 — 1997
DEGREE, OFFICE ADMINISTRATION
Husqvarna March 2011 - June 2013
Banc of America Securities May 2000 - April 2008
ANDERSON Consulting January 1999 - January 2000
MERRITT, HAWKINS & ASSOCIATES January 1998 - January 1999
Skills
Outlook, Access, Excel, PowerPoint, Word
Education
King's College 1996 — 1997
DEGREE, OFFICE ADMINISTRATION
Balaji Meruva's Banc of America Securities Experience August 2008 - January 2009
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse March 2009 - Present
Banc of America Securities August 2008 - January 2009
Citigroup January 2007 - June 2008
Credit Suisse June 2004 - December 2006
Citigroup October 2003 - May 2004
Education
The University of Kansas 2000 — 2002
Masters, Computer Science
Jawaharlal Nehru Technological University 1996 — 2000
Bachelors, Computer Science
Credit Suisse March 2009 - Present
Banc of America Securities August 2008 - January 2009
Citigroup January 2007 - June 2008
Credit Suisse June 2004 - December 2006
Citigroup October 2003 - May 2004
Education
The University of Kansas 2000 — 2002
Masters, Computer Science
Jawaharlal Nehru Technological University 1996 — 2000
Bachelors, Computer Science
Tim von Storch's Banc of America Securities Experience 2000 - 2000
Job Real Estate Analyst
Industry Commercial Real Estate
Experience
Fowler Property Acquisitions April 2007 - September 2007
Apartment Realty Advisors June 2003 - March 2007
Banc of America Securities 2000 - 2000
Gartner 1997 - 2000
J.P. Morgan 1991 - 1993
U S Trust 1987 - 1992
Education
Lake Forest College 1983 — 1987
BA, Finance - Economics
Fowler Property Acquisitions April 2007 - September 2007
Apartment Realty Advisors June 2003 - March 2007
Banc of America Securities 2000 - 2000
Gartner 1997 - 2000
J.P. Morgan 1991 - 1993
U S Trust 1987 - 1992
Education
Lake Forest College 1983 — 1987
BA, Finance - Economics
Nicholas Kafes's Banc of America Securities Experience June 2008 - June 2009
Job Senior Vice President Institutional Fixed Income Brokerage at Murphy & Durieu
Industry Financial Services
Experience
New York Community Bancorp, Inc. (NYCB) December 2013 - Present
Tullett Prebon June 2008 - Present
Banc of America Securities June 2008 - June 2009
Credit Suisse June 2006 - September 2006
Murphy & Durieu June 2002 - June 2005
Credit Suisse June 2001 - June 2002
Credit Suisse June 1999 - June 2001
Bayview Financial June 1998 - June 1999
Skills
Fixed Income, Bonds, High Yield, Hedge Funds, Structured Products, Capital Markets
Education
Yale School of Management 2005 — 2007
Master of Business Administration (MBA), Concentration in Finance and Investment Management
Wesleyan University 1996 — 1998
Bachelor of Arts (BA), Economics and Psychology
Lafayette College 1994 — 1996
BA, Economics & Psychology
Bergen Catholic High School 1990 — 1994
HS Diploma, HS
New York Community Bancorp, Inc. (NYCB) December 2013 - Present
Tullett Prebon June 2008 - Present
Banc of America Securities June 2008 - June 2009
Credit Suisse June 2006 - September 2006
Murphy & Durieu June 2002 - June 2005
Credit Suisse June 2001 - June 2002
Credit Suisse June 1999 - June 2001
Bayview Financial June 1998 - June 1999
Skills
Fixed Income, Bonds, High Yield, Hedge Funds, Structured Products, Capital Markets
Education
Yale School of Management 2005 — 2007
Master of Business Administration (MBA), Concentration in Finance and Investment Management
Wesleyan University 1996 — 1998
Bachelor of Arts (BA), Economics and Psychology
Lafayette College 1994 — 1996
BA, Economics & Psychology
Bergen Catholic High School 1990 — 1994
HS Diploma, HS
Amy Williams's Banc of America Securities Experience 2003 - 2007
Job Head of Human Resources at CCI
Industry Financial Services
Experience
Castleton Commodities International May 2010 - Present
Plainfield Asset Management July 2007 - April 2010
Banc of America Securities 2003 - 2007
Bear Stearns 1995 - 2002
Bear Stearns 1995 - 2002
Skills
Management, Personnel Management, Human Resources, Succession Planning, Employee Relations, Talent Acquisition, Onboarding, Leadership Development, Employee Engagement, Hedge Funds, Recruiting, Deferred Compensation, Talent Management, Performance Management, Capital Markets, Change Management, Organizational Design, Strategy, Mergers & Acquisitions, HR Transformation, Leadership, Mergers, Organizational..., HRIS, Employee Benefits, Strategic Planning, HR Consulting, Organizational...
Education
Lynchburg College 1988 — 2001
BS, Psychology
portledge
Castleton Commodities International May 2010 - Present
Plainfield Asset Management July 2007 - April 2010
Banc of America Securities 2003 - 2007
Bear Stearns 1995 - 2002
Bear Stearns 1995 - 2002
Skills
Management, Personnel Management, Human Resources, Succession Planning, Employee Relations, Talent Acquisition, Onboarding, Leadership Development, Employee Engagement, Hedge Funds, Recruiting, Deferred Compensation, Talent Management, Performance Management, Capital Markets, Change Management, Organizational Design, Strategy, Mergers & Acquisitions, HR Transformation, Leadership, Mergers, Organizational..., HRIS, Employee Benefits, Strategic Planning, HR Consulting, Organizational...
Education
Lynchburg College 1988 — 2001
BS, Psychology
portledge
Nathan Hunter's Banc of America Securities Experience May 2006 - August 2006
Job Associate at Endeavour Capital
Industry Venture Capital & Private Equity
Experience
Endeavour Capital September 2010 - Present
Deloitte Corporate Finance August 2010 - September 2010
Deloitte Corporate Finance June 2007 - August 2010
Banc of America Securities May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance
Indiana University Bloomington 2003 — 2007
B.S., Finance
Endeavour Capital September 2010 - Present
Deloitte Corporate Finance August 2010 - September 2010
Deloitte Corporate Finance June 2007 - August 2010
Banc of America Securities May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance
Indiana University Bloomington 2003 — 2007
B.S., Finance
Ann Short's Banc of America Securities Experience 2005 - 2006
Job COO at Unitus Capital
Industry Capital Markets
Experience
Unitus Capital August 2008 - Present
Green City Force 2014 - 2014
Banc of America Securities 2005 - 2006
FINRA (previously NASD) 2003 - 2005
Dresdner Kleinwort Wasserstein 2001 - 2002
Morgan Stanley 1983 - 2001
Skills
Capital Markets, Private Equity, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1983
MS, Finance, Accounting
Wellesley College 1973 — 1977
BA, Psychology, Economics
Unitus Capital August 2008 - Present
Green City Force 2014 - 2014
Banc of America Securities 2005 - 2006
FINRA (previously NASD) 2003 - 2005
Dresdner Kleinwort Wasserstein 2001 - 2002
Morgan Stanley 1983 - 2001
Skills
Capital Markets, Private Equity, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1983
MS, Finance, Accounting
Wellesley College 1973 — 1977
BA, Psychology, Economics
Courtney Logsdon's Banc of America Securities Experience AML Risk AnalystBank of America1997 - Present
Job AML Risk Specialist at Banc of America Securities
Industry Banking
Experience
Banc of America Securities AML Risk AnalystBank of America1997 - Present
Education
Marymount University
Banc of America Securities AML Risk AnalystBank of America1997 - Present
Education
Marymount University
Nick Stimola's Banc of America Securities Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Banc of America Securities 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2004 - September 2008
PricewaterhouseCoopers July 2001 - March 2004
Skills
Capital Markets
Education
James Madison University 1997 — 2001
BBA, Finance and Accounting
James Madison University 1997 — 2001
BBA, finance and accounting
Banc of America Securities 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2004 - September 2008
PricewaterhouseCoopers July 2001 - March 2004
Skills
Capital Markets
Education
James Madison University 1997 — 2001
BBA, Finance and Accounting
James Madison University 1997 — 2001
BBA, finance and accounting
Sunny Chung's Banc of America Securities Experience 2004 - August 2006
Job Managing Director at ITG
Industry Investment Banking
Experience
ITG November 2010 - Present
Nomura Securities September 2008 - November 2010
Lehman Brothers September 2006 - September 2008
Banc of America Securities 2004 - August 2006
Bloomberg 1998 - 1998
CSFB 1995 - 1997
Baring Securities 1993 - 1995
Bankers Trust 1987 - 1992
Skills
Equities, Electronic Trading, Trading, Equity Derivatives, Options
Education
Massachusetts Institute of Technology 1983 — 1987
SB, Management Science
commack high school north 1980 — 1983
ITG November 2010 - Present
Nomura Securities September 2008 - November 2010
Lehman Brothers September 2006 - September 2008
Banc of America Securities 2004 - August 2006
Bloomberg 1998 - 1998
CSFB 1995 - 1997
Baring Securities 1993 - 1995
Bankers Trust 1987 - 1992
Skills
Equities, Electronic Trading, Trading, Equity Derivatives, Options
Education
Massachusetts Institute of Technology 1983 — 1987
SB, Management Science
commack high school north 1980 — 1983
Charles Val's Banc of America Securities Experience June 2010 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Securities June 2010 - Present
Merrill Lynch June 2007 - June 2010
Protego Asesores January 2007 - May 2007
Skills
Capital Markets, Financial Modeling, Investment Banking, Strategy, Fixed Income, Portfolio Management, FX Options
Education
Massachusetts Institute of Technology 2002 — 2007
BS, Economics
Banc of America Securities June 2010 - Present
Merrill Lynch June 2007 - June 2010
Protego Asesores January 2007 - May 2007
Skills
Capital Markets, Financial Modeling, Investment Banking, Strategy, Fixed Income, Portfolio Management, FX Options
Education
Massachusetts Institute of Technology 2002 — 2007
BS, Economics
Sunder Gopinath's Banc of America Securities Experience June 2007 - May 2009
Job Vice President Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2009 - Present
Banc of America Securities June 2007 - May 2009
Maxim Integrated Products 2006 - 2007
BA Continuum Solutions 2005 - 2006
GECIS 2004 - 2005
Skills
PL/SQL, Business Management, Access, SQL, Business Analysis, VBA, SQL Server, Business Intelligence
Education
Jawaharlal Nehru Technological University 2000 — 2004
B Tech, Computer Science
St. Josephs public school
Bank of America Merrill Lynch May 2009 - Present
Banc of America Securities June 2007 - May 2009
Maxim Integrated Products 2006 - 2007
BA Continuum Solutions 2005 - 2006
GECIS 2004 - 2005
Skills
PL/SQL, Business Management, Access, SQL, Business Analysis, VBA, SQL Server, Business Intelligence
Education
Jawaharlal Nehru Technological University 2000 — 2004
B Tech, Computer Science
St. Josephs public school
Andrew Baltz's Banc of America Securities Experience January 1998 - January 2008
Job Senior Vice President at New York Community Bank
Industry Real Estate
Experience
New York Community Bank September 2009 - Present
Stairway Capital Management January 2008 - August 2009
Banc of America Securities January 1998 - January 2008
ABN AMRO Bank (Euram Management Subsidiary) April 1991 - January 1998
Marine Midland Bank August 1987 - April 1991
Skills
Loans, CMBS, Real Estate, Loan Origination, Construction Loans, Workout, Disposition, Asset Management, Real Estate Financing, Commercial Mortgages, Due Diligence
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance
Lafayette College 1974 — 1978
BA, Economics
New York Community Bank September 2009 - Present
Stairway Capital Management January 2008 - August 2009
Banc of America Securities January 1998 - January 2008
ABN AMRO Bank (Euram Management Subsidiary) April 1991 - January 1998
Marine Midland Bank August 1987 - April 1991
Skills
Loans, CMBS, Real Estate, Loan Origination, Construction Loans, Workout, Disposition, Asset Management, Real Estate Financing, Commercial Mortgages, Due Diligence
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance
Lafayette College 1974 — 1978
BA, Economics
Robert Allendorf's Banc of America Securities Experience 1997 - 2001
Job Senior Private Banking Relationship Manager
Industry Banking
Experience
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Mike Troxell's Banc of America Securities Experience July 2005 - June 2008
Job Student at Stanford Graduate School of Business
Industry Investment Management
Experience
Highline Capital June 2012 - August 2012
TA Associates August 2008 - August 2011
Banc of America Securities July 2005 - June 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Business and Economics
Highline Capital June 2012 - August 2012
TA Associates August 2008 - August 2011
Banc of America Securities July 2005 - June 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Business and Economics
John Robbins's Banc of America Securities Experience 1998 - 2002
Job Credit Analyst at Capstone Investment Advisors, LLC
Industry Financial Services
Experience
Capstone Investment Advisors, LLC February 2015 - Present
Lucidus Capital Partners 2013 - 2014
Elliott Management Corp 2009 - 2012
Saba Principal Strategies (Deutsche Bank) 2007 - 2009
Morgan Stanley 2002 - 2007
Banc of America Securities 1998 - 2002
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Valuation, Bloomberg, Investment Banking, Derivatives, Alternative Investments, High Yield, Credit Derivatives, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Statistics
Lehigh University 1989 — 1993
BS, Accounting
Capstone Investment Advisors, LLC February 2015 - Present
Lucidus Capital Partners 2013 - 2014
Elliott Management Corp 2009 - 2012
Saba Principal Strategies (Deutsche Bank) 2007 - 2009
Morgan Stanley 2002 - 2007
Banc of America Securities 1998 - 2002
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Valuation, Bloomberg, Investment Banking, Derivatives, Alternative Investments, High Yield, Credit Derivatives, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Statistics
Lehigh University 1989 — 1993
BS, Accounting
Mark Jury's Banc of America Securities Experience January 2009 - May 2009
Job Principal at Guardian Investment Banking. Real Estate.
Industry Financial Services
Experience
Guardian - Investment Banking. Real Estate. November 2013 - Present
Conix Inc January 2011 - November 2013
Wealthbridge Mortgage/Venn Capital Group May 2009 - November 2010
Banc of America Securities January 2009 - May 2009
Merrill Lynch May 2007 - January 2009
Merrill Lynch June 2003 - April 2007
GMAC-RFC 2002 - 2002
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelors, Mathematics
Guardian - Investment Banking. Real Estate. November 2013 - Present
Conix Inc January 2011 - November 2013
Wealthbridge Mortgage/Venn Capital Group May 2009 - November 2010
Banc of America Securities January 2009 - May 2009
Merrill Lynch May 2007 - January 2009
Merrill Lynch June 2003 - April 2007
GMAC-RFC 2002 - 2002
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelors, Mathematics
Eric Irani, CFA's Banc of America Securities Experience 2005 - 2007
Job Sr. Financial Analyst at United Shore
Industry Financial Services
Experience
United Shore January 2014 - Present
Capital IQ July 2007 - January 2014
Bank of America 2005 - 2007
Banc of America Securities 2005 - 2007
Bank of America Merrill Lynch 2005 - 2007
A.G. Edwards 2004 - 2005
Enron 2001 - 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Finance, Equities, Private Equity, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Finance / Accounting
Kalamazoo College 1997 — 1999
United Shore January 2014 - Present
Capital IQ July 2007 - January 2014
Bank of America 2005 - 2007
Banc of America Securities 2005 - 2007
Bank of America Merrill Lynch 2005 - 2007
A.G. Edwards 2004 - 2005
Enron 2001 - 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Finance, Equities, Private Equity, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Finance / Accounting
Kalamazoo College 1997 — 1999
Bryan Kraft's Banc of America Securities Experience July 2008 - April 2009
Job Equity Research Analyst Media, Cable &Satellite at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Evercore Partners June 2010 - September 2014
Cross Research April 2009 - June 2010
Banc of America Securities July 2008 - April 2009
Credit Suisse April 2002 - July 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA
La Salle University 1989 — 1993
BS
Deutsche Bank October 2014 - Present
Evercore Partners June 2010 - September 2014
Cross Research April 2009 - June 2010
Banc of America Securities July 2008 - April 2009
Credit Suisse April 2002 - July 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA
La Salle University 1989 — 1993
BS
Jason Griest's Banc of America Securities Experience March 2005 - November 2007
Job Director, Multifamily Securitization at Freddie Mac
Industry Capital Markets
Experience
Freddie Mac March 2013 - Present
Fannie Mae May 2009 - March 2013
Banc of America Securities March 2005 - November 2007
JPMorgan March 2001 - November 2002
JPMorgan January 2000 - March 2001
Morgan Guaranty Trust Co. of NY March 1998 - December 1999
Education
Loyola University New Orleans 2003 — 2004
MBA, Finance
Louisiana State University 1991 — 1997
BS, Finance
Freddie Mac March 2013 - Present
Fannie Mae May 2009 - March 2013
Banc of America Securities March 2005 - November 2007
JPMorgan March 2001 - November 2002
JPMorgan January 2000 - March 2001
Morgan Guaranty Trust Co. of NY March 1998 - December 1999
Education
Loyola University New Orleans 2003 — 2004
MBA, Finance
Louisiana State University 1991 — 1997
BS, Finance
Tom Salomon (PMP, MBA, CompTIA A+)'s Banc of America Securities Experience December 2000 - April 2002
Job Desktop Support at CompuCom
Industry Financial Services
Experience
CompuCom February 2013 - Present
Insight Global at Reverse Mortgage Solutions July 2013 - January 2014
Pinnacle Technical Resources at Merck & Co., Inc. April 2013 - July 2013
Insight Global through CompuCom February 2013 - March 2013
PC Solutions November 2009 - November 2012
Wachovia Securities, LLC July 2008 - December 2008
Wachovia Bank December 2006 - July 2008
Wachovia Securities, LLC June 2003 - November 2006
Banc of America Securities December 2000 - April 2002
J.P. Morgan October 1997 - December 2000
Skills
Project Management, Vendor Management, Process Improvement, Software Documentation, MS Project, Crisis Management
Education
LIU Post 1984 — 1987
MBA, Management
University of Delaware 1977 — 1982
BA, Chemisrty
University of Delaware 1977 — 1982
BS, Plant Science
PMP Training at CPCC
CompuCom February 2013 - Present
Insight Global at Reverse Mortgage Solutions July 2013 - January 2014
Pinnacle Technical Resources at Merck & Co., Inc. April 2013 - July 2013
Insight Global through CompuCom February 2013 - March 2013
PC Solutions November 2009 - November 2012
Wachovia Securities, LLC July 2008 - December 2008
Wachovia Bank December 2006 - July 2008
Wachovia Securities, LLC June 2003 - November 2006
Banc of America Securities December 2000 - April 2002
J.P. Morgan October 1997 - December 2000
Skills
Project Management, Vendor Management, Process Improvement, Software Documentation, MS Project, Crisis Management
Education
LIU Post 1984 — 1987
MBA, Management
University of Delaware 1977 — 1982
BA, Chemisrty
University of Delaware 1977 — 1982
BS, Plant Science
PMP Training at CPCC
Tim Long's Banc of America Securities Experience September 2003 - May 2009
Job Managing Director at BMO Capital Markets
Industry Telecommunications
Experience
BMO Capital Markets June 2009 - Present
Banc of America Securities September 2003 - May 2009
Credit Suisse First Boston September 2000 - September 2003
Merrill Lynch September 1996 - September 2000
Bellcore March 1995 - September 1996
Raytheon June 1991 - March 1995
Skills
Asset Management, Corporate Finance, Fixed Income, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, SDLC, Mutual Funds, Investment Banking, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance and Management
Manhattan College 1987 — 1991
BS, Electrical Engineering
BMO Capital Markets June 2009 - Present
Banc of America Securities September 2003 - May 2009
Credit Suisse First Boston September 2000 - September 2003
Merrill Lynch September 1996 - September 2000
Bellcore March 1995 - September 1996
Raytheon June 1991 - March 1995
Skills
Asset Management, Corporate Finance, Fixed Income, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, SDLC, Mutual Funds, Investment Banking, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance and Management
Manhattan College 1987 — 1991
BS, Electrical Engineering
Allisen Rogers's Banc of America Securities Experience 1989 - 1999
Job Owner, Foley House Inn
Industry Hospitality
Experience
Foley House Inn September 2006 - Present
Salomon Smith Barney 1999 - 2001
Banc of America Securities 1989 - 1999
Skills
Hotels, Accounting, Securitization, Credit Analysis, Investment Banking, Portfolio Management, Credit, Financial Risk, Credit Risk, Revenue Analysis, Bookkeeping, Teaching, Financial Projection, Budget Reconciliation, Capital Markets
Education
The University of Chicago 1994 — 1997
MBA, Finance
Lake Forest College 1985 — 1989
BA, Business
Erie High School 1981 — 1985
Foley House Inn September 2006 - Present
Salomon Smith Barney 1999 - 2001
Banc of America Securities 1989 - 1999
Skills
Hotels, Accounting, Securitization, Credit Analysis, Investment Banking, Portfolio Management, Credit, Financial Risk, Credit Risk, Revenue Analysis, Bookkeeping, Teaching, Financial Projection, Budget Reconciliation, Capital Markets
Education
The University of Chicago 1994 — 1997
MBA, Finance
Lake Forest College 1985 — 1989
BA, Business
Erie High School 1981 — 1985
Joey Rosado's Banc of America Securities Experience June 2000 - September 2012
Job Assistant Vice President; Specialist Securities at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities June 2000 - September 2012
Bank of America 2000 - September 2012
Banc of America Securities 2000 - 2012
Oscar Gruss 1999 - 2000
Dean Witter Reynolds 1993 - 1995
Dean Witter Reynolds 1993 - 1995
Skills
Equities, Bloomberg, Securities, Trading, Trading Systems, Mutual Funds, Middle Office, Electronic Trading, Capital Markets, Financial Services
Education
Kingsborough Community College 1995 — 1997
A.A.S., Fashion Buying and Merchandising
Banc of America Securities June 2000 - September 2012
Bank of America 2000 - September 2012
Banc of America Securities 2000 - 2012
Oscar Gruss 1999 - 2000
Dean Witter Reynolds 1993 - 1995
Dean Witter Reynolds 1993 - 1995
Skills
Equities, Bloomberg, Securities, Trading, Trading Systems, Mutual Funds, Middle Office, Electronic Trading, Capital Markets, Financial Services
Education
Kingsborough Community College 1995 — 1997
A.A.S., Fashion Buying and Merchandising
Brian LaCrosse's Banc of America Securities Experience January 2009 - September 2012
Job Entrepreneur and Web Developer
Industry Computer Software
Experience
fjorge September 2012 - Present
Banc of America Securities January 2009 - September 2012
Merrill Lynch 2007 - January 2009
Skills
Fixed Income, Derivatives, Financial Modeling, Analysis, Equities, Capital Markets, VBA, Investment Banking, SQL, Valuation, Trading, Trading Systems, Options, Portfolio Management, Venture Capital, FX Options, Financial Analysis
Education
M.I.T. 2003 — 2007
B.S., Mechanical Engineering
fjorge September 2012 - Present
Banc of America Securities January 2009 - September 2012
Merrill Lynch 2007 - January 2009
Skills
Fixed Income, Derivatives, Financial Modeling, Analysis, Equities, Capital Markets, VBA, Investment Banking, SQL, Valuation, Trading, Trading Systems, Options, Portfolio Management, Venture Capital, FX Options, Financial Analysis
Education
M.I.T. 2003 — 2007
B.S., Mechanical Engineering
David M. Lynch, CFA, CAIA's Banc of America Securities Experience June 2002 - June 2004
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
Mubadala Development Company August 2009 - September 2014
Landsbanki Securities June 2006 - July 2007
Concert Capital Partners August 2004 - October 2005
Banc of America Securities June 2002 - June 2004
Education
London Business School 2007 — 2009
MBA
The University of Texas at Austin 1998 — 2001
BBA, Finance
Mubadala Development Company August 2009 - September 2014
Landsbanki Securities June 2006 - July 2007
Concert Capital Partners August 2004 - October 2005
Banc of America Securities June 2002 - June 2004
Education
London Business School 2007 — 2009
MBA
The University of Texas at Austin 1998 — 2001
BBA, Finance
Suzy Delabry's Banc of America Securities Experience November 2001 - Present
Job Principal; Supervisory Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Securities November 2001 - Present
Bank of America Merrill Lynch 2001 - Present
Education
Isenberg School of Management, UMass Amherst 1992 — 1994
Masters, Accounting
Mount Holyoke College 1985 — 1989
BA, Politics
Banc of America Securities November 2001 - Present
Bank of America Merrill Lynch 2001 - Present
Education
Isenberg School of Management, UMass Amherst 1992 — 1994
Masters, Accounting
Mount Holyoke College 1985 — 1989
BA, Politics
Keith Buchanan's Banc of America Securities Experience June 1999 - May 2006
Job Managing Director and Head of Oil & Gas Investment Banking at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets August 2015 - Present
Scotiabank Global Banking and Markets May 2006 - August 2015
Banc of America Securities June 1999 - May 2006
NationsBank September 1994 - June 1999
Credit Lyonnais February 1992 - September 1994
Skills
Energy, Financial Modeling, Corporate Finance, Capital Markets, Investment Banking, Banking, Portfolio Management, Financial Structuring, Due Diligence, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Project Finance
Education
Jones Graduate School of Business, Rice University 1987 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
BA, Chemistry
KeyBanc Capital Markets August 2015 - Present
Scotiabank Global Banking and Markets May 2006 - August 2015
Banc of America Securities June 1999 - May 2006
NationsBank September 1994 - June 1999
Credit Lyonnais February 1992 - September 1994
Skills
Energy, Financial Modeling, Corporate Finance, Capital Markets, Investment Banking, Banking, Portfolio Management, Financial Structuring, Due Diligence, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Project Finance
Education
Jones Graduate School of Business, Rice University 1987 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
BA, Chemistry
Michael Wieland's Banc of America Securities Experience September 2006 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Capital October 2008 - May 2009
Banc of America Securities September 2006 - October 2008
Deutsche Bank Securities June 2001 - July 2006
Education
Jones Graduate School of Business, Rice University 1999 — 2001
Master of Business Administration
The University of Texas at Austin 1990 — 1995
Bachelor of Science, Chemical Engineering
Barclays Capital October 2008 - May 2009
Banc of America Securities September 2006 - October 2008
Deutsche Bank Securities June 2001 - July 2006
Education
Jones Graduate School of Business, Rice University 1999 — 2001
Master of Business Administration
The University of Texas at Austin 1990 — 1995
Bachelor of Science, Chemical Engineering
Courtney Logsdon Teasley's Banc of America Securities Experience September 2006 - July 2011
Job at
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America July 2011 - Present
Banc of America Securities September 2006 - July 2011
Skills
Fixed Income, Bloomberg, Capital Markets, Equities, Investment Banking, Credit, Credit Derivatives, Financial Services, AML, Derivatives, Bonds, Credit Analysis, Risk Management, Banking, Management
Education
Marymount University
Bachelor's degree, Legal Assistant/Paralegal
Bank of America April 2014 - Present
Bank of America July 2011 - Present
Banc of America Securities September 2006 - July 2011
Skills
Fixed Income, Bloomberg, Capital Markets, Equities, Investment Banking, Credit, Credit Derivatives, Financial Services, AML, Derivatives, Bonds, Credit Analysis, Risk Management, Banking, Management
Education
Marymount University
Bachelor's degree, Legal Assistant/Paralegal
Alison T. Goggins's Banc of America Securities Experience June 2002 - July 2006
Job Senior Consultant at Napier Park Global Capital
Industry Investment Banking
Experience
Napier Park Global Capital April 2013 - Present
Citi Capital Advisors September 2009 - March 2013
Banc of America Securities June 2002 - July 2006
Investment Banking Projects February 1994 - July 2001
Skills
Investment Banking, Business Analysis, Equities, SDLC, Fixed Income, Derivatives, Trading Systems, Requirements Analysis, Risk Management, Hedge Funds, Software Project..., Financial Risk, Requirements Gathering, Alternative Investments, Project Management, Program Management, Business Strategy
Education
James Madison University 1980 — 1984
Bachelor's Degree, Communication and Media Studies, Psychology Minor
Mattituck High School
Napier Park Global Capital April 2013 - Present
Citi Capital Advisors September 2009 - March 2013
Banc of America Securities June 2002 - July 2006
Investment Banking Projects February 1994 - July 2001
Skills
Investment Banking, Business Analysis, Equities, SDLC, Fixed Income, Derivatives, Trading Systems, Requirements Analysis, Risk Management, Hedge Funds, Software Project..., Financial Risk, Requirements Gathering, Alternative Investments, Project Management, Program Management, Business Strategy
Education
James Madison University 1980 — 1984
Bachelor's Degree, Communication and Media Studies, Psychology Minor
Mattituck High School
Sean Low, CFA's Banc of America Securities Experience December 1999 - May 2002
Job Senior Vice President
Industry Financial Services
Experience
US Trust April 2008 - Present
JP Morgan November 2005 - April 2008
The Carlyle Group May 2002 - June 2005
Banc of America Securities December 1999 - May 2002
Skills
Private Equity, Valuation, Due Diligence, Securities, Fixed Income, Financial Modeling, Alternative Investments, Hedge Funds, Financial Services, Mergers, Equities, Portfolio Management, Mutual Funds, Investments, Capital Markets, Banking, Mergers & Acquisitions, Corporate Finance, Asset Management, Strategy, Equity Research, Investment Banking, Investment Management, Asset Allocation, Bloomberg, Wealth Management
Education
Texas Tech University 1998 — 1999
MBA, Finance
Lubbock Christian University 1996 — 1998
Finance
US Trust April 2008 - Present
JP Morgan November 2005 - April 2008
The Carlyle Group May 2002 - June 2005
Banc of America Securities December 1999 - May 2002
Skills
Private Equity, Valuation, Due Diligence, Securities, Fixed Income, Financial Modeling, Alternative Investments, Hedge Funds, Financial Services, Mergers, Equities, Portfolio Management, Mutual Funds, Investments, Capital Markets, Banking, Mergers & Acquisitions, Corporate Finance, Asset Management, Strategy, Equity Research, Investment Banking, Investment Management, Asset Allocation, Bloomberg, Wealth Management
Education
Texas Tech University 1998 — 1999
MBA, Finance
Lubbock Christian University 1996 — 1998
Finance
glenn firestone's Banc of America Securities Experience 2007 - 2009
Job Managing Director, Global Head Commission Management at CLSA
Industry Investment Banking
Experience
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
Greg Sorensen's Banc of America Securities Experience 1999 - 2003
Job Principal at Sorensen HC Advisors Inc.
Industry Banking
Experience
Sorensen HC Advisors Inc. June 2014 - Present
SunTrust Robinson Humphrey 2010 - June 2014
Deutsche Bank Securities 2003 - 2009
Banc of America Securities 1999 - 2003
Chase Securities 1993 - 1999
Merrill Lynch Capital Markets 1983 - 1991
Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds
Education
Macalester College
BA, Mathematics / Economics
The University of Chicago
MBA, Finance
Université catholique de Louvain
MBA, International Finance / Econometrics
Sorensen HC Advisors Inc. June 2014 - Present
SunTrust Robinson Humphrey 2010 - June 2014
Deutsche Bank Securities 2003 - 2009
Banc of America Securities 1999 - 2003
Chase Securities 1993 - 1999
Merrill Lynch Capital Markets 1983 - 1991
Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds
Education
Macalester College
BA, Mathematics / Economics
The University of Chicago
MBA, Finance
Université catholique de Louvain
MBA, International Finance / Econometrics
Temi Popoola, CFA's Banc of America Securities Experience 2006 - 2009
Job Head, Private Wealth Management at City Securities Limited
Industry Financial Services
Experience
City Securities Limited July 2010 - Present
UBA 2009 - 2010
Banc of America Securities 2006 - 2009
Skills
Equities, Fixed Income
Education
Massachusetts Institute of Technology 2004 — 2006
MSc., Chemical Engineering, Finance
City Securities Limited July 2010 - Present
UBA 2009 - 2010
Banc of America Securities 2006 - 2009
Skills
Equities, Fixed Income
Education
Massachusetts Institute of Technology 2004 — 2006
MSc., Chemical Engineering, Finance
Anna Holschuh's Banc of America Securities Experience June 2006 - August 2006
Job Engineer at Yesware
Industry Internet
Experience
Yesware January 2015 - Present
Telenav March 2013 - June 2014
Rue La La May 2012 - March 2013
Broad Institute September 2011 - May 2012
MIT September 2010 - December 2010
Vistaprint September 2007 - June 2010
Banc of America Securities June 2006 - August 2006
Pegasystems June 2005 - August 2005
Skills
Software Engineering, Python, C#, SQL, Java, Software Development, Django, JavaScript, Linux, Unix Shell Scripting, Apache, MySQL, Scala, Play Framework, Color Management, GIMP, Matlab, Machine Learning, WPF Development, WCF Services, Lucene, Amazon Web Services..., Tomcat, System Architecture, Architectural Design, Test Automation, Unit Testing
Education
Massachusetts Institute of Technology 2010 — 2011
S.M., Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2003 — 2007
S.B., Electrical Engineering and Computer Science with a minor in Management Science
Yesware January 2015 - Present
Telenav March 2013 - June 2014
Rue La La May 2012 - March 2013
Broad Institute September 2011 - May 2012
MIT September 2010 - December 2010
Vistaprint September 2007 - June 2010
Banc of America Securities June 2006 - August 2006
Pegasystems June 2005 - August 2005
Skills
Software Engineering, Python, C#, SQL, Java, Software Development, Django, JavaScript, Linux, Unix Shell Scripting, Apache, MySQL, Scala, Play Framework, Color Management, GIMP, Matlab, Machine Learning, WPF Development, WCF Services, Lucene, Amazon Web Services..., Tomcat, System Architecture, Architectural Design, Test Automation, Unit Testing
Education
Massachusetts Institute of Technology 2010 — 2011
S.M., Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2003 — 2007
S.B., Electrical Engineering and Computer Science with a minor in Management Science
Victor Wang's Banc of America Securities Experience June 2008 - July 2008
Job Director of Client Services
Industry Computer Software
Experience
Quid March 2014 - Present
Gerson Lehrman Group June 2013 - March 2014
Gerson Lehrman Group November 2011 - June 2013
McKinsey & Company March 2010 - November 2011
Global Platinum Securities 2005 - September 2009
Banc of America Securities June 2008 - July 2008
Skills
Telecommunications, Financial Modeling, Business Strategy, Management Consulting, Strategy, Valuation, Due Diligence, Corporate Development, Financial Analysis, Lean Transformation, Expert Networks, Business Information, Financial Services, Sales Operations
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Computer Science & Management Science
Hume-Fogg 2001 — 2005
Quid March 2014 - Present
Gerson Lehrman Group June 2013 - March 2014
Gerson Lehrman Group November 2011 - June 2013
McKinsey & Company March 2010 - November 2011
Global Platinum Securities 2005 - September 2009
Banc of America Securities June 2008 - July 2008
Skills
Telecommunications, Financial Modeling, Business Strategy, Management Consulting, Strategy, Valuation, Due Diligence, Corporate Development, Financial Analysis, Lean Transformation, Expert Networks, Business Information, Financial Services, Sales Operations
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Computer Science & Management Science
Hume-Fogg 2001 — 2005
Michael Rosso's Banc of America Securities Experience 1997 - 1999
Job Managing Director, Head of Private Placements at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2002 - Present
Robertson Stephens 1999 - 2002
Banc of America Securities 1997 - 1999
Ernst & Young 1990 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Loyola University Maryland 1986 — 1990
BBA, Accounting
RBC Capital Markets 2002 - Present
Robertson Stephens 1999 - 2002
Banc of America Securities 1997 - 1999
Ernst & Young 1990 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Loyola University Maryland 1986 — 1990
BBA, Accounting
Jeffrey Oravec's Banc of America Securities Experience July 2007 - February 2009
Job Treasury Manager at GM Financial
Industry Banking
Experience
GM Financial April 2013 - Present
Ally Financial Inc. July 2011 - March 2013
Bank of America April 2009 - July 2011
Banc of America Securities July 2007 - February 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Banking, Fixed Income, Interest Rate Risk..., Capital Markets, Financial Reporting, Quantitative Finance, Derivatives
Education
James Madison University 2003 — 2007
B.S., Quantitative Finance, Economics
GM Financial April 2013 - Present
Ally Financial Inc. July 2011 - March 2013
Bank of America April 2009 - July 2011
Banc of America Securities July 2007 - February 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Banking, Fixed Income, Interest Rate Risk..., Capital Markets, Financial Reporting, Quantitative Finance, Derivatives
Education
James Madison University 2003 — 2007
B.S., Quantitative Finance, Economics
Stephen J. Gallagher Sr's Banc of America Securities Experience November 1998 - January 2004
Job Head of Algomi US @ Algomi LLC
Industry Financial Services
Experience
Algomi Ltd January 2014 - Present
GALLAGHER & C0. May 2011 - Present
MarketAxess May 2006 - March 2011
Wachovia, A Wells Fargo Company February 2004 - January 2006
Banc of America Securities November 1998 - January 2004
Bear Stearns May 1996 - July 1998
Merrill Lynch March 1987 - May 1996
U.S. Army August 1979 - March 1983
Skills
Risk Management, E-commerce, Management, Mentoring Of Staff, Trading, Sales, Client Relationships, Electronic Trading, Credit and Rates, Fixed Income, Equities, FX, New Business Development, Trading Systems, Financial Technology, Bonds, Commodity, Credit, Derivatives, FX Options, Series 7, Equity Derivatives, Options, Rates, Swaps, Credit Derivatives
Education
La Salle University - School of Business Administration 1975 — 1979
B.S., Accounting
Algomi Ltd January 2014 - Present
GALLAGHER & C0. May 2011 - Present
MarketAxess May 2006 - March 2011
Wachovia, A Wells Fargo Company February 2004 - January 2006
Banc of America Securities November 1998 - January 2004
Bear Stearns May 1996 - July 1998
Merrill Lynch March 1987 - May 1996
U.S. Army August 1979 - March 1983
Skills
Risk Management, E-commerce, Management, Mentoring Of Staff, Trading, Sales, Client Relationships, Electronic Trading, Credit and Rates, Fixed Income, Equities, FX, New Business Development, Trading Systems, Financial Technology, Bonds, Commodity, Credit, Derivatives, FX Options, Series 7, Equity Derivatives, Options, Rates, Swaps, Credit Derivatives
Education
La Salle University - School of Business Administration 1975 — 1979
B.S., Accounting
Lee Kamenitz's Banc of America Securities Experience October 2003 - June 2006
Job at Renaissance Technologies LLC
Industry Investment Management
Experience
Renaissance Technologies LLC March 2011 - Present
Ramius Capital Group June 2006 - April 2011
Banc of America Securities October 2003 - June 2006
Lehman Brothers June 2001 - October 2003
Skills
Hedge Funds, Equities, Asset Management, Fund Of Funds, Back Office, Fixed Income, Alternative Investments, Capital Markets, Derivatives, Series 7, Futures, Corporate Actions, Project Management, Process Improvement, Bloomberg
Education
Isenberg School of Management, UMass Amherst
Renaissance Technologies LLC March 2011 - Present
Ramius Capital Group June 2006 - April 2011
Banc of America Securities October 2003 - June 2006
Lehman Brothers June 2001 - October 2003
Skills
Hedge Funds, Equities, Asset Management, Fund Of Funds, Back Office, Fixed Income, Alternative Investments, Capital Markets, Derivatives, Series 7, Futures, Corporate Actions, Project Management, Process Improvement, Bloomberg
Education
Isenberg School of Management, UMass Amherst
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS