Banc of America Securities
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, New York, United States Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
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Banc of America Securities Employees
Employee
Years
Job
Industry
Mary Smendzuik Mary Smendzuik's Banc of America Securities Experience 2006 - 2010
Job Assistant Vice President at Capri Capital Partners, LLC
Industry Financial Services
Experience
Capri Capital Partners, LLC 2014 - Present
Step Up Women's Network January 2013 - December 2014
Credit Suisse 2012 - 2014
Banc of America Securities 2006 - 2010
FBR May 2005 - August 2005
Skills
Leadership, Mergers & Acquisitions, Strategy, Private Equity, Finance, Business Strategy, Private Placements, Risk Management, Asset Management, Financial Analysis, Due Diligence, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Emphases in Finance & Strategy
Michigan State University 2004 — 2006
BA, Social Relations & Policy
Capri Capital Partners, LLC 2014 - Present
Step Up Women's Network January 2013 - December 2014
Credit Suisse 2012 - 2014
Banc of America Securities 2006 - 2010
FBR May 2005 - August 2005
Skills
Leadership, Mergers & Acquisitions, Strategy, Private Equity, Finance, Business Strategy, Private Placements, Risk Management, Asset Management, Financial Analysis, Due Diligence, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Emphases in Finance & Strategy
Michigan State University 2004 — 2006
BA, Social Relations & Policy
Kimberly Lancial Kimberly Lancial's Banc of America Securities Experience March 2000 - June 2001
Job Assistant Executive Administrator Alaska Health Resources Juneau AK
Industry Hospital & Health Care
Experience
Alaska Health Resources August 2014 - Present
Archdiocese of New York - Catholic Schools September 2009 - August 2014
Duce Construction Corporation July 2001 - June 2009
Banc of America Securities March 2000 - June 2001
Ernst & Young February 1999 - February 2000
Laser and Skin Surgery Center of New York April 1997 - December 1998
Memorial Sloan-Kettering Cancer Center September 1995 - April 1997
Brigham and Women's Hospital June 1992 - August 1995
Skills
MS Office Suite,..., Employee Benefits, Recruiting, Public Relations, Policy, Team Leadership, Human Resources, Research, Healthcare, Payroll, Management, Project Planning, Customer Service, Nonprofits, Public Speaking, Leadership, Event Planning, Community Outreach, Fundraising, Strategic Planning, Team Building, Marketing, Administration
Education
New York University 2004 — 2006
Certificate, Human Resources Management
Northeastern University 1993 — 1995
BA, Political Science
University of Minnesota-Twin Cities 1989 — 1992
Urban Studies
Normandale Community College 1986 — 1989
AA
Dowling Catholic High School
Alaska Health Resources August 2014 - Present
Archdiocese of New York - Catholic Schools September 2009 - August 2014
Duce Construction Corporation July 2001 - June 2009
Banc of America Securities March 2000 - June 2001
Ernst & Young February 1999 - February 2000
Laser and Skin Surgery Center of New York April 1997 - December 1998
Memorial Sloan-Kettering Cancer Center September 1995 - April 1997
Brigham and Women's Hospital June 1992 - August 1995
Skills
MS Office Suite,..., Employee Benefits, Recruiting, Public Relations, Policy, Team Leadership, Human Resources, Research, Healthcare, Payroll, Management, Project Planning, Customer Service, Nonprofits, Public Speaking, Leadership, Event Planning, Community Outreach, Fundraising, Strategic Planning, Team Building, Marketing, Administration
Education
New York University 2004 — 2006
Certificate, Human Resources Management
Northeastern University 1993 — 1995
BA, Political Science
University of Minnesota-Twin Cities 1989 — 1992
Urban Studies
Normandale Community College 1986 — 1989
AA
Dowling Catholic High School
Anthony Singh Anthony Singh's Banc of America Securities Experience 2003 - 2007
Job PROJECT MANAGER & BUSINESS ANALYST FOR GLOBAL INITIATIVES
Industry Capital Markets
Experience
Deutsche Bank 2014 - Present
RBC Capital Markets 2010 - 2014
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
JP Morgan Chase 2002 - 2002
MetLife 1998 - 2001
The Bank of New York 1988 - 1997
Skills
Financial Modeling, Strategy, Cross-functional Team..., Finance, Mergers & Acquisitions, Process Improvement, Program Management, Business Process..., Business Analysis, Analytics, Analysis, Outsourcing, Banking, Forecasting, Project Management, Cost Management, Client Onboarding, Invoice & Payment System, Business Intelligence, Decision Analysis, Profitability Management, Activity Based Costing, Activity Based..., Zero Based Budgeting, Change Management, Six Sigma, Procurement, Data Repositories, Information Sharing, Vendor Management, Enterprise...
Education
New York University
Bachelor of Arts (B.A.), Political Science and Government
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
Deutsche Bank 2014 - Present
RBC Capital Markets 2010 - 2014
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
JP Morgan Chase 2002 - 2002
MetLife 1998 - 2001
The Bank of New York 1988 - 1997
Skills
Financial Modeling, Strategy, Cross-functional Team..., Finance, Mergers & Acquisitions, Process Improvement, Program Management, Business Process..., Business Analysis, Analytics, Analysis, Outsourcing, Banking, Forecasting, Project Management, Cost Management, Client Onboarding, Invoice & Payment System, Business Intelligence, Decision Analysis, Profitability Management, Activity Based Costing, Activity Based..., Zero Based Budgeting, Change Management, Six Sigma, Procurement, Data Repositories, Information Sharing, Vendor Management, Enterprise...
Education
New York University
Bachelor of Arts (B.A.), Political Science and Government
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
Sagar Desai Sagar Desai's Banc of America Securities Experience July 2006 - July 2008
Job Vice President, Acquisitions & Development for Viceroy Hotel Group
Industry Real Estate
Experience
Viceroy Hotel Group September 2008 - Present
Banc of America Securities July 2006 - July 2008
Deutsche Bank June 2004 - May 2006
Skills
Valuation, Real Estate Development, Real Estate Economics, Due Diligence, Asset Management, Real Estate, Feasibility Studies, Financial Modeling, Property Management, Contract Negotiation, Financial Analysis, Budgets, Market Analysis, Hotels, Negotiation, Mergers & Acquisitions, Resorts, Business Development, Strategic Planning, Business Planning, Disposition, Hospitality
Education
New York University
BS, Economics, Finance, Real Estate
Viceroy Hotel Group September 2008 - Present
Banc of America Securities July 2006 - July 2008
Deutsche Bank June 2004 - May 2006
Skills
Valuation, Real Estate Development, Real Estate Economics, Due Diligence, Asset Management, Real Estate, Feasibility Studies, Financial Modeling, Property Management, Contract Negotiation, Financial Analysis, Budgets, Market Analysis, Hotels, Negotiation, Mergers & Acquisitions, Resorts, Business Development, Strategic Planning, Business Planning, Disposition, Hospitality
Education
New York University
BS, Economics, Finance, Real Estate
David Grove David Grove's Banc of America Securities Experience April 2005 - March 2009
Job Managing Director and Founder at Vaquero Capital
Industry Investment Banking
Experience
Vaquero Capital November 2011 - Present
Pacific Crest Securities March 2011 - February 2012
Needham & Company February 2010 - May 2011
Banc of America Securities April 2005 - March 2009
SG Cowen & Co. (now Cowen & Company) 2000 - 2004
Andrews Kurth LLP January 1997 - March 2000
Skills
Mergers, Capital Markets, Enterprise Software, Equity Capital Markets, Digital Media, SaaS, Data and analysis, marketplaces, Venture Capital
Education
New York University School of Law 1994 — 1997
Juris Doctor, Law
Oregon State University 1990 — 1994
Bachelor of Science, Political Science and Communications
Vaquero Capital November 2011 - Present
Pacific Crest Securities March 2011 - February 2012
Needham & Company February 2010 - May 2011
Banc of America Securities April 2005 - March 2009
SG Cowen & Co. (now Cowen & Company) 2000 - 2004
Andrews Kurth LLP January 1997 - March 2000
Skills
Mergers, Capital Markets, Enterprise Software, Equity Capital Markets, Digital Media, SaaS, Data and analysis, marketplaces, Venture Capital
Education
New York University School of Law 1994 — 1997
Juris Doctor, Law
Oregon State University 1990 — 1994
Bachelor of Science, Political Science and Communications
Iva B. Shah Iva B. Shah's Banc of America Securities Experience 2003 - 2004
Job Vice President, Marketing and Business Development at Belly Bandit
Industry Consumer Goods
Experience
Belly Bandit 2015 - Present
Mattel, Inc. 2011 - 2015
Mattel 2009 - 2011
Billow Butler & Company 2004 - 2007
Banc of America Securities 2003 - 2004
Skills
Marketing Strategy, Brand Management, Marketing, Business Planning, Brand Extensions, Brand Licensing, International Marketing, Strategic Planning, Sales, Competitive Analysis, Licensing, Merchandising Strategies, Social Media Marketing, Brand Positioning..., Strategic Partnerships, Financial Modeling, Strategy, Launching New Brands, Brand Development, Market Research, Global Business..., Analytical Skills, Management, Business Strategy, Cross-functional Team..., Consumer Products, Strategic Public..., Product Launch, Global Cross-Functional..., Global Marketing, Product Development, International Sales, Trend Analysis, Merchandising, Retail Marketing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Strategy, International Business
Northwestern University 1999 — 2003
BA, Economics
Groton School 1996 — 1999
Belly Bandit 2015 - Present
Mattel, Inc. 2011 - 2015
Mattel 2009 - 2011
Billow Butler & Company 2004 - 2007
Banc of America Securities 2003 - 2004
Skills
Marketing Strategy, Brand Management, Marketing, Business Planning, Brand Extensions, Brand Licensing, International Marketing, Strategic Planning, Sales, Competitive Analysis, Licensing, Merchandising Strategies, Social Media Marketing, Brand Positioning..., Strategic Partnerships, Financial Modeling, Strategy, Launching New Brands, Brand Development, Market Research, Global Business..., Analytical Skills, Management, Business Strategy, Cross-functional Team..., Consumer Products, Strategic Public..., Product Launch, Global Cross-Functional..., Global Marketing, Product Development, International Sales, Trend Analysis, Merchandising, Retail Marketing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Strategy, International Business
Northwestern University 1999 — 2003
BA, Economics
Groton School 1996 — 1999
Blake Lacher Blake Lacher's Banc of America Securities Experience September 1994 - June 1995
Job Corporate Finance and Energy Project Finance Expert
Industry Commercial Real Estate
Experience
JLL August 2013 - Present
Primum Renewable Energy March 2011 - December 2014
International Capital Advisors LLC April 2009 - August 2013
Lake Geneva Foundation March 2009 - May 2013
Foglia YMCA March 2001 - September 2012
RBS Global Banking & Markets October 2007 - April 2009
ABN AMRO June 1995 - October 2007
Banc of America Securities September 1994 - June 1995
Continental Bank of Illinois April 1990 - September 1994
Borg-Warner Corporation (Headquarters) May 1986 - April 1990
Skills
Project Finance, Valuation, Leasing, Renewable Energy, Structured Finance, M&A experience, Leveraged Finance, International Business, International Management, Capital Raises, Limited Partnerships, Real Estate Finance, International Finance, Cross-functional Team..., Cross-platform..., Cross-border..., Equipment Finance, Wind Energy, Solar, Biomass, Waste To Energy, Biofuels, Non-profits, Advisory Boards, Board Leadership, Team Leadership, Strategic Planning, Strategic Leadership, Sustainable Energy, Sustainability, Sustainable Development, Sustainability Strategy, Solar Energy, Leadership, Finance, Capital Markets, Wind, Strategy, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Capital, Asset Management, Financial Analysis, Equities, Investments, Business Development, Funding, Financial Structuring, Management
Education
Illinois Institute of Technology - Stuart School of Business
Masters of Business Administration, Finance
Northern Illinois University - College of Business
Bachelors of Science, Marketing
JLL August 2013 - Present
Primum Renewable Energy March 2011 - December 2014
International Capital Advisors LLC April 2009 - August 2013
Lake Geneva Foundation March 2009 - May 2013
Foglia YMCA March 2001 - September 2012
RBS Global Banking & Markets October 2007 - April 2009
ABN AMRO June 1995 - October 2007
Banc of America Securities September 1994 - June 1995
Continental Bank of Illinois April 1990 - September 1994
Borg-Warner Corporation (Headquarters) May 1986 - April 1990
Skills
Project Finance, Valuation, Leasing, Renewable Energy, Structured Finance, M&A experience, Leveraged Finance, International Business, International Management, Capital Raises, Limited Partnerships, Real Estate Finance, International Finance, Cross-functional Team..., Cross-platform..., Cross-border..., Equipment Finance, Wind Energy, Solar, Biomass, Waste To Energy, Biofuels, Non-profits, Advisory Boards, Board Leadership, Team Leadership, Strategic Planning, Strategic Leadership, Sustainable Energy, Sustainability, Sustainable Development, Sustainability Strategy, Solar Energy, Leadership, Finance, Capital Markets, Wind, Strategy, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Capital, Asset Management, Financial Analysis, Equities, Investments, Business Development, Funding, Financial Structuring, Management
Education
Illinois Institute of Technology - Stuart School of Business
Masters of Business Administration, Finance
Northern Illinois University - College of Business
Bachelors of Science, Marketing
Seth Lasser Seth Lasser's Banc of America Securities Experience June 2004 - August 2004
Job VP, Marketing at Doctor On Demand
Industry Internet
Experience
Doctor On Demand March 2014 - Present
RealNetworks May 2013 - December 2013
GrowthCart November 2012 - April 2013
GroundLink June 2011 - October 2012
1800flowers.com March 2010 - June 2011
1800flowers.com May 2009 - May 2010
1800flowers.com May 2008 - May 2009
1800flowers.com March 2007 - May 2008
Tiger J, LLC August 2004 - February 2007
Banc of America Securities June 2004 - August 2004
Skills
E-commerce, Social Media Marketing, Market Research, Multi-channel Retail, SEO, Customer Experience, Marketing Strategy, Digital Marketing, SEM, Business Strategy, Multi-channel Marketing, Email Marketing, Competitive Analysis, Social Media, Online Marketing, Strategy Development, Online Advertising, Radio Advertising, Customer Satisfaction..., Brand Development..., Mobile Marketing, Mobile Product..., Management Consulting, Strategy, Business Development, Direct Marketing, PPC, Web Analytics, Analytics, User Experience, Interactive Marketing, Mobile Devices
Education
Kellogg School of Management 2003 — 2005
MBA, Finance, Marketing, and Entrepreneurship
University of Pennsylvania 1994 — 1998
BA, History, Political Science
Moses Brown
Doctor On Demand March 2014 - Present
RealNetworks May 2013 - December 2013
GrowthCart November 2012 - April 2013
GroundLink June 2011 - October 2012
1800flowers.com March 2010 - June 2011
1800flowers.com May 2009 - May 2010
1800flowers.com May 2008 - May 2009
1800flowers.com March 2007 - May 2008
Tiger J, LLC August 2004 - February 2007
Banc of America Securities June 2004 - August 2004
Skills
E-commerce, Social Media Marketing, Market Research, Multi-channel Retail, SEO, Customer Experience, Marketing Strategy, Digital Marketing, SEM, Business Strategy, Multi-channel Marketing, Email Marketing, Competitive Analysis, Social Media, Online Marketing, Strategy Development, Online Advertising, Radio Advertising, Customer Satisfaction..., Brand Development..., Mobile Marketing, Mobile Product..., Management Consulting, Strategy, Business Development, Direct Marketing, PPC, Web Analytics, Analytics, User Experience, Interactive Marketing, Mobile Devices
Education
Kellogg School of Management 2003 — 2005
MBA, Finance, Marketing, and Entrepreneurship
University of Pennsylvania 1994 — 1998
BA, History, Political Science
Moses Brown
Nathan Dey Nathan Dey's Banc of America Securities Experience June 2005 - June 2008
Job MBA Candidate at Chicago Booth
Industry Venture Capital & Private Equity
Experience
High Street Capital March 2015 - September 2015
Republic Partners, Inc September 2008 - October 2014
Banc of America Securities June 2005 - June 2008
Daimler Chrysler April 2004 - August 2004
Skills
Financial Modeling, Capital Markets, Mergers, Investment Banking, Valuation, Private Equity, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, LBO, Banking, Business Valuation, Bloomberg, Equities, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Michigan State University 2001 — 2005
BA, Finance, Honors College
High Street Capital March 2015 - September 2015
Republic Partners, Inc September 2008 - October 2014
Banc of America Securities June 2005 - June 2008
Daimler Chrysler April 2004 - August 2004
Skills
Financial Modeling, Capital Markets, Mergers, Investment Banking, Valuation, Private Equity, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, LBO, Banking, Business Valuation, Bloomberg, Equities, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Michigan State University 2001 — 2005
BA, Finance, Honors College
Andrew Turitz Andrew Turitz's Banc of America Securities Experience 2003 - 2008
Job Senior Vice President, Business Development at Teladoc
Industry Hospital & Health Care
Experience
Teladoc January 2015 - Present
Aetna March 2012 - January 2015
Sandbox Industries June 2008 - March 2012
Bloom Health December 2009 - September 2011
Banc of America Securities 2003 - 2008
Fluid 1999 - 2001
USWeb 1997 - 1999
Skills
Healthcare, Venture Capital, Mergers, Investments, Strategy, Corporate Development, Start-ups, Private Equity, Entrepreneurship, Business Development, Business Strategy, Due Diligence, Management Consulting, Strategic Planning, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Management, Finance
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Accounting and Finance
Stanford University 1991 — 1995
BA
Teladoc January 2015 - Present
Aetna March 2012 - January 2015
Sandbox Industries June 2008 - March 2012
Bloom Health December 2009 - September 2011
Banc of America Securities 2003 - 2008
Fluid 1999 - 2001
USWeb 1997 - 1999
Skills
Healthcare, Venture Capital, Mergers, Investments, Strategy, Corporate Development, Start-ups, Private Equity, Entrepreneurship, Business Development, Business Strategy, Due Diligence, Management Consulting, Strategic Planning, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Management, Finance
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Accounting and Finance
Stanford University 1991 — 1995
BA
Patrick Codd Patrick Codd's Banc of America Securities Experience August 2010 - Present
Job Associate, Mortgage Trading at Merrill Lynch
Industry Capital Markets
Experience
Banc of America Securities August 2010 - Present
Banc of America Securities 2009 - 2010
Merrill Lynch January 2008 - March 2009
Education
Monmouth University 2003 — 2007
Business Administration Management, Finance
New York University, Stern School of Business
MBA
Banc of America Securities August 2010 - Present
Banc of America Securities 2009 - 2010
Merrill Lynch January 2008 - March 2009
Education
Monmouth University 2003 — 2007
Business Administration Management, Finance
New York University, Stern School of Business
MBA
Jane Ridley Jane Ridley's Banc of America Securities Experience 1997 - 2000
Job Director at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's January 2001 - Present
Banc of America Securities 1997 - 2000
Education
Northwestern University
Standard & Poor's January 2001 - Present
Banc of America Securities 1997 - 2000
Education
Northwestern University
Marlynn Snyder Marlynn Snyder's Banc of America Securities Experience May 2008 - September 2010
Job Founder/Creative Director at Black Tree Marketing
Industry Entertainment
Experience
Black Tree Marketing June 2010 - Present
Banc of America Securities May 2008 - September 2010
LynnMar Partners PR & Consulting May 2005 - May 2008
NY Int'l Latino Film Festival (NYILFF) April 2007 - July 2007
Virgin Records May 2003 - June 2005
Arista Records December 1998 - February 2003
Skills
Entertainment, Media Relations, Advertising, Public Relations, Social Media, Event Management, Publicity, Music Industry
Education
Michigan State University
Bachelor of Science, Behavioral Psychology
Black Tree Marketing June 2010 - Present
Banc of America Securities May 2008 - September 2010
LynnMar Partners PR & Consulting May 2005 - May 2008
NY Int'l Latino Film Festival (NYILFF) April 2007 - July 2007
Virgin Records May 2003 - June 2005
Arista Records December 1998 - February 2003
Skills
Entertainment, Media Relations, Advertising, Public Relations, Social Media, Event Management, Publicity, Music Industry
Education
Michigan State University
Bachelor of Science, Behavioral Psychology
Scott Maas, Architect, LEED AP Scott Maas, Architect, LEED AP's Banc of America Securities Experience February 1999 - June 2002
Job Principal at Safdie Rabines Architects
Industry Architecture & Planning
Experience
Safdie Rabines Architects January 2014 - Present
Cardiff 101 Main Street Design Committee February 2014 - Present
Circulate San Diego 2013 - Present
Safdie Rabines Architects 2012 - December 2013
Safdie Rabines Architects July 2005 - July 2012
Estudio Teddy Cruz December 2003 - July 2004
Banc of America Securities February 1999 - June 2002
Skills
LEED AP, LEED, Architectural Design, SketchUp, Mixed-use, Submittals, Architecture, Renovation, Sustainable Design, Architectures
Education
New School of Architecture and Design 2002 — 2005
Master of Architecture, Architecture
University of San Diego 1993 — 1998
BBA, Business Administration
Kalaheo H.S.
Safdie Rabines Architects January 2014 - Present
Cardiff 101 Main Street Design Committee February 2014 - Present
Circulate San Diego 2013 - Present
Safdie Rabines Architects 2012 - December 2013
Safdie Rabines Architects July 2005 - July 2012
Estudio Teddy Cruz December 2003 - July 2004
Banc of America Securities February 1999 - June 2002
Skills
LEED AP, LEED, Architectural Design, SketchUp, Mixed-use, Submittals, Architecture, Renovation, Sustainable Design, Architectures
Education
New School of Architecture and Design 2002 — 2005
Master of Architecture, Architecture
University of San Diego 1993 — 1998
BBA, Business Administration
Kalaheo H.S.
Adam Bowen Adam Bowen's Banc of America Securities Experience July 2006 - January 2009
Job Senior Director, Capital Markets Finance at Ally Financial
Industry Banking
Experience
Ally Financial Inc. March 2013 - Present
Ally Financial Inc. April 2011 - March 2013
Yum! Brands February 2009 - April 2011
Banc of America Securities July 2006 - January 2009
Baxter International Inc. June 1999 - July 2006
Skills
Mergers, Financial Reporting, Capital Markets, Investor Relations, Strategic Planning, Treasury, Securitization, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Strategic Financial..., Valuation, Due Diligence, Hyperion Enterprise, Finance, Capital Budgeting, Portfolio Management, Process Improvement, Managerial Finance
Education
Kellogg School of Management, Northwestern University 2003 — 2006
MBA, Finance, Markteting, Strategy
Miami University 1995 — 1999
BS, Finance
Ally Financial Inc. March 2013 - Present
Ally Financial Inc. April 2011 - March 2013
Yum! Brands February 2009 - April 2011
Banc of America Securities July 2006 - January 2009
Baxter International Inc. June 1999 - July 2006
Skills
Mergers, Financial Reporting, Capital Markets, Investor Relations, Strategic Planning, Treasury, Securitization, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Strategic Financial..., Valuation, Due Diligence, Hyperion Enterprise, Finance, Capital Budgeting, Portfolio Management, Process Improvement, Managerial Finance
Education
Kellogg School of Management, Northwestern University 2003 — 2006
MBA, Finance, Markteting, Strategy
Miami University 1995 — 1999
BS, Finance
Kelley Brandt, LSSGB Kelley Brandt, LSSGB's Banc of America Securities Experience 2005 - 2007
Job Executive Assistant/Project Coordinator
Industry Executive Office
Experience
Knowledge Universe August 2014 - August 2015
Knowledge Universe September 2013 - September 2014
Knowledge Universe May 2013 - August 2013
MulvannyG2 Architecture October 2012 - December 2012
Aequitas Capital Management December 2011 - July 2012
Evraz Inc NA November 2010 - July 2011
Bessemer Trust March 2010 - May 2010
KPMG March 2009 - June 2009
Goldman Sachs August 2007 - October 2008
Banc of America Securities 2005 - 2007
Skills
Account Reconciliation, Accounting, Acting, Administrative..., Budgets, CRM, Calendars, Community Outreach, Concur, Coordination, Corporate Events, Customer Service, Data Analysis, Data Entry, Databases, Due Diligence, Editing, Event Management, Event Planning, Financial Analysis, Financial Statements, Fundraising, Hotels, Human Resources, Insurance, Invoicing, Leadership, Management, Marketing, Meeting Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Musical Theatre, Office Administration, Outlook, Performing Arts, Project Management, Public Speaking, Salesforce.com, Singing, Social Media, Spreadsheets, System Administration, Teaching, Team Building, Theatre, Time Management, Training
Education
New England Conservatory of Music 2003 — 2005
MM, Vocal Performance
Pacific Lutheran University 1998 — 2002
BM, Vocal Performance
Knowledge Universe August 2014 - August 2015
Knowledge Universe September 2013 - September 2014
Knowledge Universe May 2013 - August 2013
MulvannyG2 Architecture October 2012 - December 2012
Aequitas Capital Management December 2011 - July 2012
Evraz Inc NA November 2010 - July 2011
Bessemer Trust March 2010 - May 2010
KPMG March 2009 - June 2009
Goldman Sachs August 2007 - October 2008
Banc of America Securities 2005 - 2007
Skills
Account Reconciliation, Accounting, Acting, Administrative..., Budgets, CRM, Calendars, Community Outreach, Concur, Coordination, Corporate Events, Customer Service, Data Analysis, Data Entry, Databases, Due Diligence, Editing, Event Management, Event Planning, Financial Analysis, Financial Statements, Fundraising, Hotels, Human Resources, Insurance, Invoicing, Leadership, Management, Marketing, Meeting Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Musical Theatre, Office Administration, Outlook, Performing Arts, Project Management, Public Speaking, Salesforce.com, Singing, Social Media, Spreadsheets, System Administration, Teaching, Team Building, Theatre, Time Management, Training
Education
New England Conservatory of Music 2003 — 2005
MM, Vocal Performance
Pacific Lutheran University 1998 — 2002
BM, Vocal Performance
Gregory Malits Gregory Malits's Banc of America Securities Experience 2001 - 2002
Job IT Consultant at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase July 2013 - Present
IBM 2012 - April 2013
Goldman Sachs 2009 - 2011
JPMorganChase 2006 - 2008
Interactive Data 2004 - 2006
Innovest 2001 - 2003
Banc of America Securities 2001 - 2002
Goldman Sachs 1999 - 2000
Oracle 1992 - 1993
Jyacc 1990 - 1993
Skills
Software Development, High Performance..., Software Project..., SQL, Enterprise Architecture, Unix, Java, SOA, Microsoft SQL Server, Business Analysis, Perl, Requirements Analysis, Software Design, Software Engineering, C++, Linux, Databases, OOP, Integration, JavaScript, Agile Project Management
Education
New York University 1984 — 1988
BS, Computer Science
JPMorgan Chase July 2013 - Present
IBM 2012 - April 2013
Goldman Sachs 2009 - 2011
JPMorganChase 2006 - 2008
Interactive Data 2004 - 2006
Innovest 2001 - 2003
Banc of America Securities 2001 - 2002
Goldman Sachs 1999 - 2000
Oracle 1992 - 1993
Jyacc 1990 - 1993
Skills
Software Development, High Performance..., Software Project..., SQL, Enterprise Architecture, Unix, Java, SOA, Microsoft SQL Server, Business Analysis, Perl, Requirements Analysis, Software Design, Software Engineering, C++, Linux, Databases, OOP, Integration, JavaScript, Agile Project Management
Education
New York University 1984 — 1988
BS, Computer Science
Vishal Tayal Vishal Tayal's Banc of America Securities Experience July 2004 - March 2009
Job Managing Director at Viorum Capital LLC
Industry Banking
Experience
Viorum Capital LLC March 2014 - Present
bop.fm February 2015 - Present
Safe Shepherd January 2014 - Present
Easy Indian Foods March 2013 - Present
Ernst & Young March 2011 - January 2014
Sybase September 2009 - March 2011
Banc of America Securities July 2004 - March 2009
Ravelin Capital Partners, a private equity group May 2003 - May 2004
Errigal, Inc. January 2001 - May 2002
Jera Software Corporation April 1999 - December 2000
Skills
Mergers, Valuation, Finance, Forecasting, Negotiation, Positioning, Integration, Modeling, Financial Modeling, Corporate Finance, Investment Banking, Corporate Development, Due Diligence, Private Equity, M&A experience, Venture Capital, Financial Analysis, Capital Markets, Business Strategy, Equities, Mergers & Acquisitions, Portfolio Management, Start-ups, Investments, Analytics, Cross-functional Team..., Business Development, Banking, Business Valuation, Restructuring, LBO, Management
Education
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2004
MBA
University of Missouri-Columbia 1992 — 1996
BS
Viorum Capital LLC March 2014 - Present
bop.fm February 2015 - Present
Safe Shepherd January 2014 - Present
Easy Indian Foods March 2013 - Present
Ernst & Young March 2011 - January 2014
Sybase September 2009 - March 2011
Banc of America Securities July 2004 - March 2009
Ravelin Capital Partners, a private equity group May 2003 - May 2004
Errigal, Inc. January 2001 - May 2002
Jera Software Corporation April 1999 - December 2000
Skills
Mergers, Valuation, Finance, Forecasting, Negotiation, Positioning, Integration, Modeling, Financial Modeling, Corporate Finance, Investment Banking, Corporate Development, Due Diligence, Private Equity, M&A experience, Venture Capital, Financial Analysis, Capital Markets, Business Strategy, Equities, Mergers & Acquisitions, Portfolio Management, Start-ups, Investments, Analytics, Cross-functional Team..., Business Development, Banking, Business Valuation, Restructuring, LBO, Management
Education
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2004
MBA
University of Missouri-Columbia 1992 — 1996
BS
Alvin Massy Alvin Massy's Banc of America Securities Experience 2004 - 2007
Job Associate Vice President at Barclays
Industry Investment Banking
Experience
Barclays November 2013 - Present
Natixis 2007 - November 2013
Banc of America Securities 2004 - 2007
Banc of America Securities 2004 - 2007
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Leveraged Finance, Management, Portfolio Management, Project Management, Risk Management, Structured Finance, Valuation
Education
Morehouse College 2000 — 2004
B.A., Finance
Barclays November 2013 - Present
Natixis 2007 - November 2013
Banc of America Securities 2004 - 2007
Banc of America Securities 2004 - 2007
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Leveraged Finance, Management, Portfolio Management, Project Management, Risk Management, Structured Finance, Valuation
Education
Morehouse College 2000 — 2004
B.A., Finance
Ric Roberts Ric Roberts's Banc of America Securities Experience January 2003 - May 2009
Job Work Flow Coordinator & Project Review Specialist
Industry Financial Services
Experience
Bank of America June 2010 - Present
Banc of America Securities January 2003 - May 2009
NYU Stern School of Business January 1994 - January 2003
Citibank, NA January 1989 - January 1994
Prudential Bache Securities January 1987 - January 1989
E.F. Hutton January 1986 - January 1987
United States Army January 1981 - January 1985
Skills
Management, Event Planning, Administrative..., Data Entry, Human Resources, Customer Service, Time Management
Education
New York University
Bachelor's, Business Administration, Computer Science
Bank of America June 2010 - Present
Banc of America Securities January 2003 - May 2009
NYU Stern School of Business January 1994 - January 2003
Citibank, NA January 1989 - January 1994
Prudential Bache Securities January 1987 - January 1989
E.F. Hutton January 1986 - January 1987
United States Army January 1981 - January 1985
Skills
Management, Event Planning, Administrative..., Data Entry, Human Resources, Customer Service, Time Management
Education
New York University
Bachelor's, Business Administration, Computer Science
Ted Steen Ted Steen's Banc of America Securities Experience March 2002 - April 2004
Job at
Industry Education Management
Experience
Bergenfield Board of Education January 2011 - Present
Breakwater Trading LLC April 2005 - January 2007
Banc of America Securities March 2002 - April 2004
Merrill Lynch July 1986 - March 2002
Skills
Fixed Income, Capital Markets
Education
Montclair State University 2010 — 2017
Pure and Applied Mathematics, Mathematics
The George Washington University 1982 — 1986
BA, International Affairs
Bergenfield Board of Education January 2011 - Present
Breakwater Trading LLC April 2005 - January 2007
Banc of America Securities March 2002 - April 2004
Merrill Lynch July 1986 - March 2002
Skills
Fixed Income, Capital Markets
Education
Montclair State University 2010 — 2017
Pure and Applied Mathematics, Mathematics
The George Washington University 1982 — 1986
BA, International Affairs
Dave Dornbirer's Banc of America Securities Experience July 1994 - May 2002
Job Sector Vice President at CoBank
Industry Banking
Experience
CoBank January 2012 - Present
CoBank August 2004 - January 2012
Mano A Mano 2003 - 2008
Blackbird Holdings May 2002 - May 2004
Banc of America Securities July 1994 - May 2002
Bank of America 1994 - 2000
NationsBank 1994 - 1998
U.S. Navy May 1983 - August 1992
Skills
Financial Modeling, Investment Banking, Credit, Portfolio Management, Corporate Finance, Financial Analysis, Project Finance, Loans, Capital Markets, Credit Analysis, Finance, Banking, Due Diligence, Credit Risk, Structured Finance, Financial Risk, Strategic Financial..., Risk Management, Commercial Lending
Education
Thunderbird School of Global Management 1992 — 1993
MBA, Finance, Latin America
Miami University 1979 — 1983
BS, Finance
CoBank January 2012 - Present
CoBank August 2004 - January 2012
Mano A Mano 2003 - 2008
Blackbird Holdings May 2002 - May 2004
Banc of America Securities July 1994 - May 2002
Bank of America 1994 - 2000
NationsBank 1994 - 1998
U.S. Navy May 1983 - August 1992
Skills
Financial Modeling, Investment Banking, Credit, Portfolio Management, Corporate Finance, Financial Analysis, Project Finance, Loans, Capital Markets, Credit Analysis, Finance, Banking, Due Diligence, Credit Risk, Structured Finance, Financial Risk, Strategic Financial..., Risk Management, Commercial Lending
Education
Thunderbird School of Global Management 1992 — 1993
MBA, Finance, Latin America
Miami University 1979 — 1983
BS, Finance
Peter Sorkin Peter Sorkin's Banc of America Securities Experience November 2004 - January 2009
Job President at AirFinance Advisors, Ltd.
Industry Airlines/Aviation
Experience
AirFinance Advisors, Ltd. June 2013 - Present
Knight Capital Group June 2009 - June 2013
Banc of America Securities November 2004 - January 2009
Fleet Capital Leasing June 2000 - November 2004
Sanwa Business Credit Corporation June 1994 - June 2000
Skills
Fixed Income, Credit, Securities, High Yield, Capital Markets, Equities, Investment Banking, Hedge Funds, Structured Finance, Portfolio Management, Financial Modeling, Valuation, Asset Management, Corporate Finance, Risk Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance & Management Strategy
Washington University in St. Louis 1985 — 1989
Bachelor of Arts, Economics
Certified Public Accountant
Series 63 Registration
Series 7 Registration
AirFinance Advisors, Ltd. June 2013 - Present
Knight Capital Group June 2009 - June 2013
Banc of America Securities November 2004 - January 2009
Fleet Capital Leasing June 2000 - November 2004
Sanwa Business Credit Corporation June 1994 - June 2000
Skills
Fixed Income, Credit, Securities, High Yield, Capital Markets, Equities, Investment Banking, Hedge Funds, Structured Finance, Portfolio Management, Financial Modeling, Valuation, Asset Management, Corporate Finance, Risk Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance & Management Strategy
Washington University in St. Louis 1985 — 1989
Bachelor of Arts, Economics
Certified Public Accountant
Series 63 Registration
Series 7 Registration
Josh Lewis Josh Lewis's Banc of America Securities Experience June 1995 - March 2008
Job VP of Acquisitions @ National Retail Properties
Industry Real Estate
Experience
National Retail Properties, Inc. May 2008 - Present
Banc of America Securities June 1995 - March 2008
Skills
Real Estate Finance, Real Estate Investment, Real Estate Development, Investment Properties, Real Estate Transactions, Build-to-suit, Acquisitions, Corporate Real Estate, Real Estate Financing, Investors, Leases, Commercial Real Estate, Retail, Real Estate Economics, Investments, Valuation, Private Equity, Finance, Disposition
Education
Miami University 1992 — 1995
BS, Double Major in Finance & Marketing
Miami Valley School 1977 — 1991
National Retail Properties, Inc. May 2008 - Present
Banc of America Securities June 1995 - March 2008
Skills
Real Estate Finance, Real Estate Investment, Real Estate Development, Investment Properties, Real Estate Transactions, Build-to-suit, Acquisitions, Corporate Real Estate, Real Estate Financing, Investors, Leases, Commercial Real Estate, Retail, Real Estate Economics, Investments, Valuation, Private Equity, Finance, Disposition
Education
Miami University 1992 — 1995
BS, Double Major in Finance & Marketing
Miami Valley School 1977 — 1991
L. Kimara Woolfolk L. Kimara Woolfolk's Banc of America Securities Experience June 1999 - March 2001
Job Senior Lending Professional: Commercial Real Estate, Construction, Project Finance, C&I
Industry Banking
Experience
Self July 2010 - Present
East West Bank March 2009 - April 2010
United Commercial Bank November 2007 - March 2009
United Commercial Bank March 2005 - November 2007
EXL Group, LLC April 2001 - February 2005
Banc of America Securities June 1999 - March 2001
Bank of America April 1998 - June 1999
Sumitomo Bank of California February 1991 - March 1998
Skills
Credit Analysis, Underwriting, Due Diligence, Problem Loan Workouts, Financial Modeling &..., Project Finance, Banking, Portfolio Management, Real Estate & REIT..., Construction Lending, Credit Risk Management, Renewable Energy Finance, Commercial Banking, Credit Risk, Loans, Financial Analysis, Finance, Financial Modeling, Financial Structuring, Construction Loans, Renewable Energy
Education
Morehouse College 1985 — 1990
Bachelor of Arts, Political Science
Spelman College 1985 — 1990
Investment Banking Institute
Skyline High School
Self July 2010 - Present
East West Bank March 2009 - April 2010
United Commercial Bank November 2007 - March 2009
United Commercial Bank March 2005 - November 2007
EXL Group, LLC April 2001 - February 2005
Banc of America Securities June 1999 - March 2001
Bank of America April 1998 - June 1999
Sumitomo Bank of California February 1991 - March 1998
Skills
Credit Analysis, Underwriting, Due Diligence, Problem Loan Workouts, Financial Modeling &..., Project Finance, Banking, Portfolio Management, Real Estate & REIT..., Construction Lending, Credit Risk Management, Renewable Energy Finance, Commercial Banking, Credit Risk, Loans, Financial Analysis, Finance, Financial Modeling, Financial Structuring, Construction Loans, Renewable Energy
Education
Morehouse College 1985 — 1990
Bachelor of Arts, Political Science
Spelman College 1985 — 1990
Investment Banking Institute
Skyline High School
Anna Sorsher Anna Sorsher's Banc of America Securities Experience 2002 - 2006
Job HR Business Analyst at Deutsche Bank
Industry Human Resources
Experience
Deutsche Bank September 2015 - Present
Ernst & Young June 2013 - August 2015
Ernst & Young June 2010 - June 2013
Leerink Swann LLC July 2009 - April 2010
P&G July 2008 - December 2008
Banc of America Securities 2002 - 2006
Education
Northeastern University 2006 — 2011
BSBA, Human Resources
Brooklyn Tech
John Cabot University
Deutsche Bank September 2015 - Present
Ernst & Young June 2013 - August 2015
Ernst & Young June 2010 - June 2013
Leerink Swann LLC July 2009 - April 2010
P&G July 2008 - December 2008
Banc of America Securities 2002 - 2006
Education
Northeastern University 2006 — 2011
BSBA, Human Resources
Brooklyn Tech
John Cabot University
Glen Andrianov Glen Andrianov's Banc of America Securities Experience July 2008 - March 2009
Job Vice President at Crédit Agricole CIB
Industry Investment Banking
Experience
Credit Agricole CIB May 2009 - Present
Bare Deal LLC April 2010 - April 2011
Banc of America Securities July 2008 - March 2009
Banc of America Securities June 2007 - August 2007
Goldman Sachs September 2006 - November 2006
KeyBanc Capital Markets June 2006 - September 2006
Education
University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Economics, MMSS
Credit Agricole CIB May 2009 - Present
Bare Deal LLC April 2010 - April 2011
Banc of America Securities July 2008 - March 2009
Banc of America Securities June 2007 - August 2007
Goldman Sachs September 2006 - November 2006
KeyBanc Capital Markets June 2006 - September 2006
Education
University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Economics, MMSS
Rick Makin Rick Makin's Banc of America Securities Experience May 2004 - November 2006
Job Rivington Holdings, LLC
Industry Capital Markets
Experience
Rivington Holdings LLC October 2011 - Present
GE Energy Financial Services February 2008 - September 2011
Merrill Lynch December 2006 - February 2008
Banc of America Securities May 2004 - November 2006
FleetBoston Securities 2000 - 2004
ING Barings 1994 - 1998
Barclays Bank 1988 - 1994
Skills
Capital Markets, Corporate Finance
Education
Middlebury College 1980 — 1984
BA, Economics
Rivington Holdings LLC October 2011 - Present
GE Energy Financial Services February 2008 - September 2011
Merrill Lynch December 2006 - February 2008
Banc of America Securities May 2004 - November 2006
FleetBoston Securities 2000 - 2004
ING Barings 1994 - 1998
Barclays Bank 1988 - 1994
Skills
Capital Markets, Corporate Finance
Education
Middlebury College 1980 — 1984
BA, Economics
Andrew Collins's Banc of America Securities Experience June 2005 - June 2008
Job Principal at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2008 - Present
Banc of America Securities June 2005 - June 2008
Skills
Private Equity, Equities, Venture Capital, Mergers & Acquisitions, Investments
Education
Miami University
Bachelor of Science, Finance, Entrepreneurship
Loyola Academy
Summit Partners July 2008 - Present
Banc of America Securities June 2005 - June 2008
Skills
Private Equity, Equities, Venture Capital, Mergers & Acquisitions, Investments
Education
Miami University
Bachelor of Science, Finance, Entrepreneurship
Loyola Academy
Dustin Vincent Dustin Vincent's Banc of America Securities Experience 1990 - 2001
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Bank of America July 2009 - June 2010
BMO Capital Markets April 2007 - November 2008
Bank of America 2002 - 2007
Banc of America Securities 1990 - 2001
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Miami University 1976 — 1980
BS, Finance / Accounting
Bank of America June 2010 - Present
Bank of America July 2009 - June 2010
BMO Capital Markets April 2007 - November 2008
Bank of America 2002 - 2007
Banc of America Securities 1990 - 2001
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Miami University 1976 — 1980
BS, Finance / Accounting
Christa Bleyleben Christa Bleyleben's Banc of America Securities Experience 2004 - 2005
Job Managing Partner at MassGlobal Partners
Industry International Trade and Development
Experience
North American High-Tech Center 2010 - Present
MassGlobal Partners March 2009 - Present
German American Business Council 2009 - July 2012
Massachusetts Office of International Trade & Investment October 2005 - February 2009
Banc of America Securities 2004 - 2005
Bank of America, FleetBoston, BankBoston 1978 - 2005
Skills
Entrepreneurship, Business Strategy, International Relations, Start-ups, Foreign Investment, Global Business..., Venture Capital, Export, Technology Transfer, Management, Commercialization, Innovation Management, Government, Social Entrepreneurship, Emerging Markets, Strategic Partnerships, Angel Investing, Mergers & Acquisitions, Strategy, International Trade, Strategic Consulting, Management Consulting, International Business..., Investments, International Business, Business Planning, Market Research, Business Development, Corporate Development, Economic Development, Marketing Strategy, Due Diligence, Start-up Consulting, Market Analysis, Cleantech, Public/private..., Executive Management, Board of Directors, Business Modeling, Innovation Consulting, Latin America, Open Innovation, Investment Promotion, Leadership, International Finance, Managing Start-ups, International Marketing, M&A experience, Venture Financing
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Education Programs
WU (Vienna University of Economics and Business) 1972 — 1977
MBA
North American High-Tech Center 2010 - Present
MassGlobal Partners March 2009 - Present
German American Business Council 2009 - July 2012
Massachusetts Office of International Trade & Investment October 2005 - February 2009
Banc of America Securities 2004 - 2005
Bank of America, FleetBoston, BankBoston 1978 - 2005
Skills
Entrepreneurship, Business Strategy, International Relations, Start-ups, Foreign Investment, Global Business..., Venture Capital, Export, Technology Transfer, Management, Commercialization, Innovation Management, Government, Social Entrepreneurship, Emerging Markets, Strategic Partnerships, Angel Investing, Mergers & Acquisitions, Strategy, International Trade, Strategic Consulting, Management Consulting, International Business..., Investments, International Business, Business Planning, Market Research, Business Development, Corporate Development, Economic Development, Marketing Strategy, Due Diligence, Start-up Consulting, Market Analysis, Cleantech, Public/private..., Executive Management, Board of Directors, Business Modeling, Innovation Consulting, Latin America, Open Innovation, Investment Promotion, Leadership, International Finance, Managing Start-ups, International Marketing, M&A experience, Venture Financing
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Education Programs
WU (Vienna University of Economics and Business) 1972 — 1977
MBA
Rebecca Salk's Banc of America Securities Experience November 2006 - April 2008
Job Associate Director at NYU Wasserman Center for Career Development
Industry Higher Education
Experience
NYU Wasserman Center for Career Development May 2015 - Present
NYU Wasserman Center for Career Development September 2014 - May 2015
NYU Wasserman Center for Career Development July 2010 - August 2014
New York University April 2008 - July 2010
Banc of America Securities November 2006 - April 2008
The Nova Group Japan September 2005 - July 2006
Suited for Change January 2005 - June 2005
Skills
Career Counseling, Group Presentations, Resume Writing, Interview Preparation, Mock Interviews, Student Development, Career Advising, Career Exploration, Listening Skills, Program Development, Program Planning, Higher Education, Interview Coaching, Career Development, Job Search Strategies, Event Planning, Counseling, Public Speaking, Cover Letters, Student Services, Career Services, Student Affairs, Program Evaluation, Admissions
Education
New York University 2009 — 2011
Master of Arts in Higher Education Administration, Higher Education Administration
The George Washington University 2001 — 2005
BA, Sociology
Ithaca High School 1997 — 2001
NYU Wasserman Center for Career Development May 2015 - Present
NYU Wasserman Center for Career Development September 2014 - May 2015
NYU Wasserman Center for Career Development July 2010 - August 2014
New York University April 2008 - July 2010
Banc of America Securities November 2006 - April 2008
The Nova Group Japan September 2005 - July 2006
Suited for Change January 2005 - June 2005
Skills
Career Counseling, Group Presentations, Resume Writing, Interview Preparation, Mock Interviews, Student Development, Career Advising, Career Exploration, Listening Skills, Program Development, Program Planning, Higher Education, Interview Coaching, Career Development, Job Search Strategies, Event Planning, Counseling, Public Speaking, Cover Letters, Student Services, Career Services, Student Affairs, Program Evaluation, Admissions
Education
New York University 2009 — 2011
Master of Arts in Higher Education Administration, Higher Education Administration
The George Washington University 2001 — 2005
BA, Sociology
Ithaca High School 1997 — 2001
Charles Birnbaum Charles Birnbaum's Banc of America Securities Experience April 2007 - April 2009
Job Investor at Bessemer Venture Partners
Industry Online Media
Experience
Bessemer Venture Partners June 2013 - Present
Foursquare May 2010 - June 2013
Banc of America Securities April 2007 - April 2009
Jefferies & Co. 2005 - 2007
Deutsche Bank 2003 - 2005
Skills
Investment Banking, Venture Capital, Strategic Partnerships, Corporate Finance, Mobile Devices, Start-ups, Equity Capital Markets, Social Media, Business Development, Corporate Development, Mobile Applications, Strategy, Entrepreneurship, Financial Modeling, Analytics, Product Management
Education
Northwestern University
BA, History
University of Pennsylvania - The Wharton School
MBA & MA International Studies
Bessemer Venture Partners June 2013 - Present
Foursquare May 2010 - June 2013
Banc of America Securities April 2007 - April 2009
Jefferies & Co. 2005 - 2007
Deutsche Bank 2003 - 2005
Skills
Investment Banking, Venture Capital, Strategic Partnerships, Corporate Finance, Mobile Devices, Start-ups, Equity Capital Markets, Social Media, Business Development, Corporate Development, Mobile Applications, Strategy, Entrepreneurship, Financial Modeling, Analytics, Product Management
Education
Northwestern University
BA, History
University of Pennsylvania - The Wharton School
MBA & MA International Studies
Alexa Fischer Alexa Fischer's Banc of America Securities Experience April 2005 - March 2009
Job Executive Assistant, Global Execution Services at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2009 - August 2014
Banc of America Securities April 2005 - March 2009
Sachiko's on Clinton November 2004 - March 2005
Japan Exchange and Teaching Program(me) (JET) July 2001 - August 2004
Physical Science Laboratory at NMSU September 1997 - May 2001
Education
New York University 2011 — 2013
Professional Certificate Program, Arabic
New Mexico State University 1997 — 2001
Foreign Languages, French & Japanese, CGPA 3.4
Las Cruces High School 1993 — 1997
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2009 - August 2014
Banc of America Securities April 2005 - March 2009
Sachiko's on Clinton November 2004 - March 2005
Japan Exchange and Teaching Program(me) (JET) July 2001 - August 2004
Physical Science Laboratory at NMSU September 1997 - May 2001
Education
New York University 2011 — 2013
Professional Certificate Program, Arabic
New Mexico State University 1997 — 2001
Foreign Languages, French & Japanese, CGPA 3.4
Las Cruces High School 1993 — 1997
Eric Jenkins, CIRA Eric Jenkins, CIRA's Banc of America Securities Experience 1993 - 2000
Job Managing Director at Cordes & Company
Industry Financial Services
Experience
Cordes & Company December 2012 - Present
Paradigm Capital Group, LLC 2004 - December 2012
Deloitte & Touche Corporate Finance, LLC 2001 - 2004
Resource Phoenix 2000 - 2001
Banc of America Securities 1993 - 2000
Continental Bank NA 1993 - 1994
NationsBank 1987 - 1991
Skills
Mergers, Corporate Finance, Restructuring, Investment Banking, Financial Analysis, Strategy, Private Placements, Finance, Business Process..., Executive Management, Turn Around Management, Emerging Markets, Leveraged Finance, Accounting, Debt Restructuring, Capital Structure, Corporate Law, Capital Raising, Banking, Private Equity
Education
Association of Insolvency and Restructuring Advisors (AIRA) 2011 — 2012
University of Illinois at Urbana-Champaign - College of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Accounting, Highest Honors
Miami University 1983 — 1987
BS, Finance and Accounting
Cordes & Company December 2012 - Present
Paradigm Capital Group, LLC 2004 - December 2012
Deloitte & Touche Corporate Finance, LLC 2001 - 2004
Resource Phoenix 2000 - 2001
Banc of America Securities 1993 - 2000
Continental Bank NA 1993 - 1994
NationsBank 1987 - 1991
Skills
Mergers, Corporate Finance, Restructuring, Investment Banking, Financial Analysis, Strategy, Private Placements, Finance, Business Process..., Executive Management, Turn Around Management, Emerging Markets, Leveraged Finance, Accounting, Debt Restructuring, Capital Structure, Corporate Law, Capital Raising, Banking, Private Equity
Education
Association of Insolvency and Restructuring Advisors (AIRA) 2011 — 2012
University of Illinois at Urbana-Champaign - College of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Accounting, Highest Honors
Miami University 1983 — 1987
BS, Finance and Accounting
Rahim Daya Rahim Daya's Banc of America Securities Experience November 2006 - August 2008
Job Senior Product Manager, Search at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn May 2014 - Present
Groupon August 2013 - May 2014
Groupon April 2013 - May 2014
Groupon March 2013 - May 2014
Groupon August 2012 - March 2013
Kellogg School of Management September 2010 - August 2012
Groupon June 2011 - August 2011
Citi January 2009 - July 2010
Infusion Development May 2005 - July 2010
Banc of America Securities November 2006 - August 2008
Skills
Product Management, User Experience, Product Marketing, Cross-functional Team..., Software Development, Business Strategy, Business Analysis, SQL, Program Management, Agile, Mobile Applications, Social Media, Team Leadership, Management, Project Management, Analytics, SaaS, Strategy, Agile Methodologies
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Marketing, Design, Innovation
Northwestern University 2010 — 2012
Masters of Engineering Management, Engineering
University of Waterloo 2000 — 2005
B.A.S., Computer Engineering
University of Waterloo - St. Jerome's University 2000 — 2005
B.A.S, Computer Engineering
Nanyang Technological University 2004 — 2004
Exchange, Computer Engineering
Turner Fenton Secondary School 1995 — 2000
High School Diploma
LinkedIn May 2014 - Present
Groupon August 2013 - May 2014
Groupon April 2013 - May 2014
Groupon March 2013 - May 2014
Groupon August 2012 - March 2013
Kellogg School of Management September 2010 - August 2012
Groupon June 2011 - August 2011
Citi January 2009 - July 2010
Infusion Development May 2005 - July 2010
Banc of America Securities November 2006 - August 2008
Skills
Product Management, User Experience, Product Marketing, Cross-functional Team..., Software Development, Business Strategy, Business Analysis, SQL, Program Management, Agile, Mobile Applications, Social Media, Team Leadership, Management, Project Management, Analytics, SaaS, Strategy, Agile Methodologies
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Marketing, Design, Innovation
Northwestern University 2010 — 2012
Masters of Engineering Management, Engineering
University of Waterloo 2000 — 2005
B.A.S., Computer Engineering
University of Waterloo - St. Jerome's University 2000 — 2005
B.A.S, Computer Engineering
Nanyang Technological University 2004 — 2004
Exchange, Computer Engineering
Turner Fenton Secondary School 1995 — 2000
High School Diploma
Ian Pihl Ian Pihl's Banc of America Securities Experience July 2004 - June 2006
Job Principal at ProspectHill Group
Industry Real Estate
Experience
ProspectHill Group, LLC March 2013 - Present
Embarcadero Capital Partners November 2010 - June 2012
Rockpoint Group July 2008 - June 2010
Rockpoint Group June 2006 - June 2008
Banc of America Securities July 2004 - June 2006
Skills
Asset Managment, Financial Analysis, Due Diligence, Real Estate, Investments, Valuation, Corporate Real Estate, Capital Markets, Portfolio Management, Real Estate Economics, Real Estate Transactions, Investment Properties, Disposition, Financial Modeling, Real Estate Development, Joint Ventures, Private Equity, Leases
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA)
University of Virginia - McIntire School of Commerce
BS, Commerce
ProspectHill Group, LLC March 2013 - Present
Embarcadero Capital Partners November 2010 - June 2012
Rockpoint Group July 2008 - June 2010
Rockpoint Group June 2006 - June 2008
Banc of America Securities July 2004 - June 2006
Skills
Asset Managment, Financial Analysis, Due Diligence, Real Estate, Investments, Valuation, Corporate Real Estate, Capital Markets, Portfolio Management, Real Estate Economics, Real Estate Transactions, Investment Properties, Disposition, Financial Modeling, Real Estate Development, Joint Ventures, Private Equity, Leases
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA)
University of Virginia - McIntire School of Commerce
BS, Commerce
Marilyn J. Zilka, CFP® Marilyn J. Zilka, CFP®'s Banc of America Securities Experience April 2002 - July 2006
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
Ehlert Financial Group February 2007 - August 2013
Banc of America Securities April 2002 - July 2006
UBS November 2000 - February 2001
Paine Webber May 1977 - November 2000
Mitchell Hutchins, Inc May 1976 - May 1977
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA, Finance
Northwestern University 1971 — 1975
BA, Economics
USAA September 2013 - Present
Ehlert Financial Group February 2007 - August 2013
Banc of America Securities April 2002 - July 2006
UBS November 2000 - February 2001
Paine Webber May 1977 - November 2000
Mitchell Hutchins, Inc May 1976 - May 1977
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA, Finance
Northwestern University 1971 — 1975
BA, Economics
Ashish Kasturia Ashish Kasturia's Banc of America Securities Experience July 2006 - August 2007
Job Director at Visa
Industry Financial Services
Experience
Visa October 2013 - Present
Visa March 2010 - September 2013
Redwood Renewables August 2009 - March 2010
Initfini, Inc. August 2007 - March 2010
Banc of America Securities July 2006 - August 2007
Credit Suisse First Boston June 2005 - August 2005
Pipal Systems May 2002 - July 2004
Cisco Systems February 2001 - January 2002
Lucent Technologies May 1998 - February 2001
Siemens August 1995 - January 1998
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, General Management, Finance, Marketing
Stanford University 1999 — 2001
MS, Computer Science
Panjab University 1991 — 1995
BE, Engineering - Electronics and Telecommunications
DAVC, Sec 10, Chandigarh
St. Kabir Public School
Visa October 2013 - Present
Visa March 2010 - September 2013
Redwood Renewables August 2009 - March 2010
Initfini, Inc. August 2007 - March 2010
Banc of America Securities July 2006 - August 2007
Credit Suisse First Boston June 2005 - August 2005
Pipal Systems May 2002 - July 2004
Cisco Systems February 2001 - January 2002
Lucent Technologies May 1998 - February 2001
Siemens August 1995 - January 1998
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, General Management, Finance, Marketing
Stanford University 1999 — 2001
MS, Computer Science
Panjab University 1991 — 1995
BE, Engineering - Electronics and Telecommunications
DAVC, Sec 10, Chandigarh
St. Kabir Public School
Matthew Pauley Matthew Pauley's Banc of America Securities Experience June 2006 - January 2009
Job Senior Vice President GE Antares at GE Capital
Industry Financial Services
Experience
GE Capital August 2014 - Present
GE Capital April 2012 - July 2014
Cantor Fitzgerald November 2009 - February 2012
Banc of America Securities June 2006 - January 2009
Bear Stearns June 1999 - June 2006
Banc of America Securities August 1997 - August 1999
Oppenheimer & Co. October 1992 - October 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Investment Banking, Debt, Capital Markets, Corporate Finance, M&A experience, Structured Finance, Loans, Finance, LBO, Mergers & Acquisitions, Management, Corporate Development, Hedge Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, Venture Capital, Portfolio Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Middlebury College 1988 — 1992
BA, Economics
Harvard High School 1982 — 1988
GE Capital August 2014 - Present
GE Capital April 2012 - July 2014
Cantor Fitzgerald November 2009 - February 2012
Banc of America Securities June 2006 - January 2009
Bear Stearns June 1999 - June 2006
Banc of America Securities August 1997 - August 1999
Oppenheimer & Co. October 1992 - October 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Investment Banking, Debt, Capital Markets, Corporate Finance, M&A experience, Structured Finance, Loans, Finance, LBO, Mergers & Acquisitions, Management, Corporate Development, Hedge Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, Venture Capital, Portfolio Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Middlebury College 1988 — 1992
BA, Economics
Harvard High School 1982 — 1988
Matt Rhodes's Banc of America Securities Experience April 1999 - October 2004
Job Vice President, Investor Relations and Corporate FP&A at Intuit
Industry Computer Software
Experience
Pine Street Software March 2014 - Present
Intuit August 2014 - Present
Intuit March 2010 - July 2014
Yahoo! March 2006 - April 2010
Banc of America Securities LLC October 2004 - March 2006
Banc of America Securities April 1999 - October 2004
Anheuser-Busch October 1996 - July 1998
Skills
Series 7, Chartered Financial..., Investor Relations, Equity Research, Investments, Economics, Securities, Entrepreneurship, Corporate Development, Financial Modeling, Valuation, Corporate Finance, Equities, Curling, Business Strategy, Finance, Financial Analysis, Leadership, Mergers, Portfolio Management, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
MBA
Northwestern University 1992 — 1996
B.S.
Pine Street Software March 2014 - Present
Intuit August 2014 - Present
Intuit March 2010 - July 2014
Yahoo! March 2006 - April 2010
Banc of America Securities LLC October 2004 - March 2006
Banc of America Securities April 1999 - October 2004
Anheuser-Busch October 1996 - July 1998
Skills
Series 7, Chartered Financial..., Investor Relations, Equity Research, Investments, Economics, Securities, Entrepreneurship, Corporate Development, Financial Modeling, Valuation, Corporate Finance, Equities, Curling, Business Strategy, Finance, Financial Analysis, Leadership, Mergers, Portfolio Management, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
MBA
Northwestern University 1992 — 1996
B.S.
Becki Vickroy's Banc of America Securities Experience January 1999 - July 2001
Job Bookkeeper, Options Recovery Services
Industry Health, Wellness and Fitness
Experience
Options Recovery Services April 2013 - Present
Morgan Stanley August 2012 - November 2012
San Francisco Institute of Architecture February 2004 - August 2012
Alameda County February 2002 - October 2003
Banc of America Securities January 1999 - July 2001
Montgomery Securities July 1988 - June 1998
Skills
CRM, Database Administration, Data Analysis, Statistics, Meeting Scheduling, Equity Research, Project Planning, Concur, Presentation Development, Finance, SharePoint, Microsoft Office 2010, QuickBooks, Office 2010, Budgets, Equities, Nonprofits, Financial Accounting, Microsoft Word, Microsoft Office 2007
Education
Montana State University-Bozeman 1982 — 1986
B.S., Business Finance
Stevensville High School 1979 — 1982
Math/Science, Math, Science, 3.75
Options Recovery Services April 2013 - Present
Morgan Stanley August 2012 - November 2012
San Francisco Institute of Architecture February 2004 - August 2012
Alameda County February 2002 - October 2003
Banc of America Securities January 1999 - July 2001
Montgomery Securities July 1988 - June 1998
Skills
CRM, Database Administration, Data Analysis, Statistics, Meeting Scheduling, Equity Research, Project Planning, Concur, Presentation Development, Finance, SharePoint, Microsoft Office 2010, QuickBooks, Office 2010, Budgets, Equities, Nonprofits, Financial Accounting, Microsoft Word, Microsoft Office 2007
Education
Montana State University-Bozeman 1982 — 1986
B.S., Business Finance
Stevensville High School 1979 — 1982
Math/Science, Math, Science, 3.75
Joanna Neidermeyer Joanna Neidermeyer's Banc of America Securities Experience July 1999 - July 2000
Job Senior Counsel at The Procter & Gamble Company
Industry Law Practice
Experience
Procter & Gamble November 2012 - Present
Procter & Gamble April 2006 - October 2012
Jones Day May 2005 - July 2005
Frantz Ward LLP May 2004 - August 2004
U.S. Senator George Voinovich February 2001 - March 2003
Banc of America Securities July 1999 - July 2000
Education
University of Michigan Law School 2003 — 2005
JD
Miami University 1995 — 1999
BS, Finance
Procter & Gamble November 2012 - Present
Procter & Gamble April 2006 - October 2012
Jones Day May 2005 - July 2005
Frantz Ward LLP May 2004 - August 2004
U.S. Senator George Voinovich February 2001 - March 2003
Banc of America Securities July 1999 - July 2000
Education
University of Michigan Law School 2003 — 2005
JD
Miami University 1995 — 1999
BS, Finance
Cathay Bi's Banc of America Securities Experience June 2006 - August 2006
Job Product Manager at YouTube
Industry Internet
Experience
YouTube March 2015 - Present
Google July 2011 - February 2014
Google July 2010 - June 2011
Google August 2008 - June 2010
Banc of America Securities June 2006 - August 2006
Education
Northwestern University 2004 — 2008
BA, Economics, Art History
Vienna University of Economics and Business Administration
YouTube March 2015 - Present
Google July 2011 - February 2014
Google July 2010 - June 2011
Google August 2008 - June 2010
Banc of America Securities June 2006 - August 2006
Education
Northwestern University 2004 — 2008
BA, Economics, Art History
Vienna University of Economics and Business Administration
Adil Lalani Adil Lalani's Banc of America Securities Experience March 2002 - April 2004
Job Regional Director, Southern Alberta at First West Capital
Industry Capital Markets
Experience
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
Sarah Blanchard (formerly Buckley-Green)'s Banc of America Securities Experience 2004 - May 2006
Job Director, Client Support at Zenefits
Industry Management Consulting
Experience
Zenefits May 2014 - Present
Truly Accomplished July 2013 - May 2014
Southern Marin Mother's Club March 2012 - March 2014
The Lime Group August 2010 - September 2012
Shumway Capital March 2008 - July 2010
The Trium Group June 2008 - October 2008
Redwood Trust May 2006 - June 2008
Banc of America Securities 2004 - May 2006
Lenox Advisors 2003 - 2004
Back Bay Restaurant Group 2002 - 2003
Skills
Strategic Planning, Investor Relations, Management Consulting, Due Diligence
Education
Northeastern University 1998 — 2002
St. Timothy's School (Stevenson, Maryland) 1993 — 1997
Zenefits May 2014 - Present
Truly Accomplished July 2013 - May 2014
Southern Marin Mother's Club March 2012 - March 2014
The Lime Group August 2010 - September 2012
Shumway Capital March 2008 - July 2010
The Trium Group June 2008 - October 2008
Redwood Trust May 2006 - June 2008
Banc of America Securities 2004 - May 2006
Lenox Advisors 2003 - 2004
Back Bay Restaurant Group 2002 - 2003
Skills
Strategic Planning, Investor Relations, Management Consulting, Due Diligence
Education
Northeastern University 1998 — 2002
St. Timothy's School (Stevenson, Maryland) 1993 — 1997
Chris Mukoro Chris Mukoro's Banc of America Securities Experience June 2008 - March 2009
Job Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2013 - Present
RBC Capital Markets January 2011 - July 2013
GDC Acquisitions, LLC October 2009 - January 2011
Banc of America Securities June 2008 - March 2009
Banc of America Securities May 2007 - August 2007
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Investment Banking, Capital Markets, Strategy, Investments, Energy, Analysis, Renewable Energy, Banking, Financial Services, Trading, Financial Modeling, Bloomberg, Equities, Financial Analysis, Finance, Due Diligence
Education
Morehouse College 2006 — 2008
B.A, Finance
Morehouse College
B.A, Business Administration; Finance
Grand Rapids Community College 2004 — 2006
AS, Computer Information Systems and Business Administration
Grand Valley State University 2003 — 2004
B.A, Computer Information Systems
ALIGRAMS
Duff & Phelps August 2013 - Present
RBC Capital Markets January 2011 - July 2013
GDC Acquisitions, LLC October 2009 - January 2011
Banc of America Securities June 2008 - March 2009
Banc of America Securities May 2007 - August 2007
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Investment Banking, Capital Markets, Strategy, Investments, Energy, Analysis, Renewable Energy, Banking, Financial Services, Trading, Financial Modeling, Bloomberg, Equities, Financial Analysis, Finance, Due Diligence
Education
Morehouse College 2006 — 2008
B.A, Finance
Morehouse College
B.A, Business Administration; Finance
Grand Rapids Community College 2004 — 2006
AS, Computer Information Systems and Business Administration
Grand Valley State University 2003 — 2004
B.A, Computer Information Systems
ALIGRAMS
David Ferguson, ChFC® David Ferguson, ChFC®'s Banc of America Securities Experience 1983 - 2009
Job Financial Advisor
Industry Financial Services
Experience
HF Financial 2009 - Present
Banc of America Securities 1983 - 2009
Skills
Strategic Financial..., Investments, Deferred Compensation, LLC, Tax, Life Insurance, Disability Insurance, Retirement Planning, Wealth Accumulation, Business Continuity..., Qualified Retirement..., IRAs, Asset Management, Wealth Management, Investment Strategies, Leadership, Asset Managment, Finance, Retirement, Securities, Financial Services, Series 63, Series 7, 401k
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance
Morehouse College 1977 — 1981
BA, FINANCE
HF Financial 2009 - Present
Banc of America Securities 1983 - 2009
Skills
Strategic Financial..., Investments, Deferred Compensation, LLC, Tax, Life Insurance, Disability Insurance, Retirement Planning, Wealth Accumulation, Business Continuity..., Qualified Retirement..., IRAs, Asset Management, Wealth Management, Investment Strategies, Leadership, Asset Managment, Finance, Retirement, Securities, Financial Services, Series 63, Series 7, 401k
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance
Morehouse College 1977 — 1981
BA, FINANCE
James Maldonado's Banc of America Securities Experience October 2006 - June 2007
Job Global Equity Products
Industry Banking
Experience
BMO Capital Markets March 2011 - Present
Bank of America Merrill Lynch October 2010 - March 2011
Societe Generale July 2008 - October 2010
Bear Stearns September 2007 - June 2008
Deloitte & Touche LLP June 2007 - August 2007
Banc of America Securities October 2006 - June 2007
Deloitte & Touche LLP June 2006 - August 2006
Skills
Middle Office, Interest Rate..., Finance, Fixed Income, Credit, Equities, Trading, Financial Modeling, Banking, Options, Corporate Finance, Equity Derivatives, Auditing, Derivatives, Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Risk Management, Valuation, Securities, Financial Markets, Bonds, Structured Products, Analysis
Education
Montclair State University 2005 — 2007
Bachelors, Accounting
BMO Capital Markets March 2011 - Present
Bank of America Merrill Lynch October 2010 - March 2011
Societe Generale July 2008 - October 2010
Bear Stearns September 2007 - June 2008
Deloitte & Touche LLP June 2007 - August 2007
Banc of America Securities October 2006 - June 2007
Deloitte & Touche LLP June 2006 - August 2006
Skills
Middle Office, Interest Rate..., Finance, Fixed Income, Credit, Equities, Trading, Financial Modeling, Banking, Options, Corporate Finance, Equity Derivatives, Auditing, Derivatives, Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Risk Management, Valuation, Securities, Financial Markets, Bonds, Structured Products, Analysis
Education
Montclair State University 2005 — 2007
Bachelors, Accounting
Charlie Ngo Charlie Ngo's Banc of America Securities Experience July 2007 - June 2008
Job Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2013 - July 2015
Bain & Company June 2012 - August 2012
ServiceMaster August 2009 - August 2011
Panthera Global July 2008 - July 2009
Banc of America Securities July 2007 - June 2008
The Procter and Gamble Company May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Data Analysis, Marketing Analytics, Team Leadership
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Bachelor of Business Administration (BBA)
University of Michigan 2003 — 2007
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2013 - July 2015
Bain & Company June 2012 - August 2012
ServiceMaster August 2009 - August 2011
Panthera Global July 2008 - July 2009
Banc of America Securities July 2007 - June 2008
The Procter and Gamble Company May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Data Analysis, Marketing Analytics, Team Leadership
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Bachelor of Business Administration (BBA)
University of Michigan 2003 — 2007
Fred Muselli's Banc of America Securities Experience November 2004 - April 2007
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2013 - Present
Deutsche Bank April 2007 - November 2013
Banc of America Securities November 2004 - April 2007
BNP Paribas 2003 - 2004
UBS 1998 - 2003
First Investors Corporation 1996 - 1998
Skills
FINRA, Securities, Derivatives, AML, Fixed Income, Securities Regulation, SEC, Hedge Funds, Capital Markets, Financial Regulation, KYC, Investment Banking, Structured Products, Structured Finance, Equities, Anti Money Laundering, Risk Management, Financial Services, Financial Risk, Trading, Investments
Education
Seton Hall University School of Law
Doctor of Law (J.D.), Law
Monmouth University
B.S. and M.B.A, Finance and Business Management
Deutsche Bank December 2013 - Present
Deutsche Bank April 2007 - November 2013
Banc of America Securities November 2004 - April 2007
BNP Paribas 2003 - 2004
UBS 1998 - 2003
First Investors Corporation 1996 - 1998
Skills
FINRA, Securities, Derivatives, AML, Fixed Income, Securities Regulation, SEC, Hedge Funds, Capital Markets, Financial Regulation, KYC, Investment Banking, Structured Products, Structured Finance, Equities, Anti Money Laundering, Risk Management, Financial Services, Financial Risk, Trading, Investments
Education
Seton Hall University School of Law
Doctor of Law (J.D.), Law
Monmouth University
B.S. and M.B.A, Finance and Business Management
Clark Peterson Clark Peterson's Banc of America Securities Experience June 2006 - June 2008
Job Vice President at Lexington Partners
Industry Investment Management
Experience
Lexington Partners January 2015 - Present
Lexington Partners December 2011 - December 2014
Lexington Partners March 2009 - December 2011
Bear Stearns Growth Capital Partners July 2008 - December 2008
Banc of America Securities June 2006 - June 2008
Education
Middlebury College 2002 — 2006
BA, Economics
Lexington Partners January 2015 - Present
Lexington Partners December 2011 - December 2014
Lexington Partners March 2009 - December 2011
Bear Stearns Growth Capital Partners July 2008 - December 2008
Banc of America Securities June 2006 - June 2008
Education
Middlebury College 2002 — 2006
BA, Economics
billy yip billy yip's Banc of America Securities Experience August 2005 - November 2005
Job
Industry Management Consulting
Experience
Snuggg Management 2013 - Present
- - 2011 - Present
BillyBook 2008 - Present
Deutsche Bank December 2009 - June 2010
RBS Greenwich Capital March 2006 - May 2009
ABN AMRO Bank N.V. 2006 - 2009
Securities Exchange Commission February 2006 - March 2006
Banc of America Securities August 2005 - November 2005
Siemens for Morgan Stanley July 2000 - May 2005
Morgan Stanley January 2000 - January 2003
Skills
Integration, Risk Management, Change Management, IT Service Management, Business Analysis, Software Documentation, Derivatives, Disaster Recovery, Training, Equities, Investments, Fixed Income, Vendor Management, Financial Services, Hedge Funds, SDLC, Management, Project Planning, ITIL, Windows 7, Linux, Technical Recruiting, Trading Systems, Trading, Start-ups, Electronic Trading, SQL, Analysis, SharePoint, Networking
Education
Polytechnic University 2000 — 2003
Computer Science
City University - Baruch College
Computer Information Systems
City University - Manhattan Community College
Associate Degree, Business Administration
Brooklyn Technical High School 1986 — 1990
Computer Science
Snuggg Management 2013 - Present
- - 2011 - Present
BillyBook 2008 - Present
Deutsche Bank December 2009 - June 2010
RBS Greenwich Capital March 2006 - May 2009
ABN AMRO Bank N.V. 2006 - 2009
Securities Exchange Commission February 2006 - March 2006
Banc of America Securities August 2005 - November 2005
Siemens for Morgan Stanley July 2000 - May 2005
Morgan Stanley January 2000 - January 2003
Skills
Integration, Risk Management, Change Management, IT Service Management, Business Analysis, Software Documentation, Derivatives, Disaster Recovery, Training, Equities, Investments, Fixed Income, Vendor Management, Financial Services, Hedge Funds, SDLC, Management, Project Planning, ITIL, Windows 7, Linux, Technical Recruiting, Trading Systems, Trading, Start-ups, Electronic Trading, SQL, Analysis, SharePoint, Networking
Education
Polytechnic University 2000 — 2003
Computer Science
City University - Baruch College
Computer Information Systems
City University - Manhattan Community College
Associate Degree, Business Administration
Brooklyn Technical High School 1986 — 1990
Computer Science
Gia Maria Santiago Gia Maria Santiago's Banc of America Securities Experience 1996 - 2001
Job Loan Officer at MidAtlantic Financial Services
Industry Real Estate
Experience
Crescent Mortgage October 2009 - Present
Mid-Atlantic Financial Services September 2009 - December 2009
Countrywide Home Loans October 2006 - February 2008
Countrywide Bank June 2004 - July 2006
Banc of America Securities 1996 - 2001
Education
The College of New Rochelle 2000 — 2002
Metropolitan College of New York 1995 — 1999
Crescent Mortgage October 2009 - Present
Mid-Atlantic Financial Services September 2009 - December 2009
Countrywide Home Loans October 2006 - February 2008
Countrywide Bank June 2004 - July 2006
Banc of America Securities 1996 - 2001
Education
The College of New Rochelle 2000 — 2002
Metropolitan College of New York 1995 — 1999
Brian Healey Brian Healey's Banc of America Securities Experience 1998 - 2000
Job Business Continuity / Information Security CBCP, GISF
Industry Financial Services
Experience
John Hancock May 2011 - May 2013
State Street Corporation November 2000 - December 2010
Banc of America Securities 1998 - 2000
Skills
Business Continuity, Disaster Recovery, Incident Management, Risk Assessment, CBCP, Information Security..., Business Continuity..., IT Audit, Risk Management, Enterprise Risk..., Series 7, Series 63, Financial Risk, Financial Services, Program Management, Sarbanes-Oxley Act, Management, Information Security
Education
New England College
BA, Business Administration
John Hancock May 2011 - May 2013
State Street Corporation November 2000 - December 2010
Banc of America Securities 1998 - 2000
Skills
Business Continuity, Disaster Recovery, Incident Management, Risk Assessment, CBCP, Information Security..., Business Continuity..., IT Audit, Risk Management, Enterprise Risk..., Series 7, Series 63, Financial Risk, Financial Services, Program Management, Sarbanes-Oxley Act, Management, Information Security
Education
New England College
BA, Business Administration
Andrew Ginsberg Andrew Ginsberg's Banc of America Securities Experience February 2004 - July 2007
Job Vice President at Gen Cap America, Inc.
Industry Financial Services
Experience
Gen Cap America, Inc. October 2013 - Present
ORIX Ventures November 2010 - October 2013
MMJ Capital Management June 2009 - November 2010
Banc of America Securities February 2004 - July 2007
Deloitte & Touche September 2002 - February 2004
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Venture Capital, Investments, Portfolio Management, Equities, Strategic Planning, Leveraged Finance, Strategy, Asset Managment
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance
The University of Georgia 1997 — 2002
BBA, Finance
Gen Cap America, Inc. October 2013 - Present
ORIX Ventures November 2010 - October 2013
MMJ Capital Management June 2009 - November 2010
Banc of America Securities February 2004 - July 2007
Deloitte & Touche September 2002 - February 2004
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Venture Capital, Investments, Portfolio Management, Equities, Strategic Planning, Leveraged Finance, Strategy, Asset Managment
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance
The University of Georgia 1997 — 2002
BBA, Finance
Curtis Hobdy Curtis Hobdy's Banc of America Securities Experience April 2000 - February 2010
Job VP Operation compliance at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2012 - Present
Bank of America Merrill Lynch March 2000 - May 2012
Bank of America Merrill Lynch March 2000 - May 2012
Banc of America Securities April 2000 - February 2010
Bear Stearns January 1995 - April 2000
American Express Publishing January 1990 - March 1995
Skills
Capital Markets, Series 7, Equities, Six Sigma
Education
Norfolk State University 1986 — 1989
BS, Business Management
University of Phoenix 1984 — 1986
Associate of Science (A.S.), Hotel & Restaurant Management, 3.0
Morgan Stanley May 2012 - Present
Bank of America Merrill Lynch March 2000 - May 2012
Bank of America Merrill Lynch March 2000 - May 2012
Banc of America Securities April 2000 - February 2010
Bear Stearns January 1995 - April 2000
American Express Publishing January 1990 - March 1995
Skills
Capital Markets, Series 7, Equities, Six Sigma
Education
Norfolk State University 1986 — 1989
BS, Business Management
University of Phoenix 1984 — 1986
Associate of Science (A.S.), Hotel & Restaurant Management, 3.0
Clayton Virgil's Banc of America Securities Experience June 2005 - August 2005
Job Global Finance and Planning at Visa
Industry Financial Services
Experience
Visa November 2014 - Present
Visa June 2014 - November 2014
Visa January 2014 - May 2014
SeedTalent 2011 - 2013
Chicago Public Schools November 2011 - August 2012
The Broad Center for the Management of School Systems July 2009 - July 2011
Self Employed 2008 - 2009
Lehman Brothers August 2006 - March 2008
Banc of America Securities June 2005 - August 2005
Sports Illustrated Kids November 2002 - February 2004
Skills
Strategic Planning, Retail, Coaching, Financial Modeling, Brand Management, Budgets, Leadership, Management, Business Strategy, Business Development, Recruiting, Budgeting, Operations, Distribution, Forecasting, Analysis, Strategy, Building Relationships, Market Research, Start-ups, Cross-functional Team..., Strategic Partnerships, Mergers & Acquisitions, Product Management, Process Improvement, Project Management, Staff Development, Training, Marketing Strategy, Leadership Development, CRM, Marketing, Project Planning, Operations Management, Financial Analysis, Management Consulting, Entrepreneurship, Competitive Analysis, Risk Management, Analytics, Program Management, Business Analysis, Performance Management, Finance, Business Planning, P&L Management, Business Process..., Market Analysis, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Economics
Freeport HS 1989 — 1993
High School Regents Diploma
Visa November 2014 - Present
Visa June 2014 - November 2014
Visa January 2014 - May 2014
SeedTalent 2011 - 2013
Chicago Public Schools November 2011 - August 2012
The Broad Center for the Management of School Systems July 2009 - July 2011
Self Employed 2008 - 2009
Lehman Brothers August 2006 - March 2008
Banc of America Securities June 2005 - August 2005
Sports Illustrated Kids November 2002 - February 2004
Skills
Strategic Planning, Retail, Coaching, Financial Modeling, Brand Management, Budgets, Leadership, Management, Business Strategy, Business Development, Recruiting, Budgeting, Operations, Distribution, Forecasting, Analysis, Strategy, Building Relationships, Market Research, Start-ups, Cross-functional Team..., Strategic Partnerships, Mergers & Acquisitions, Product Management, Process Improvement, Project Management, Staff Development, Training, Marketing Strategy, Leadership Development, CRM, Marketing, Project Planning, Operations Management, Financial Analysis, Management Consulting, Entrepreneurship, Competitive Analysis, Risk Management, Analytics, Program Management, Business Analysis, Performance Management, Finance, Business Planning, P&L Management, Business Process..., Market Analysis, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Economics
Freeport HS 1989 — 1993
High School Regents Diploma
Alison Roush Sanger Alison Roush Sanger's Banc of America Securities Experience 1999 - 2005
Job Chief Operating Officer at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management October 2005 - Present
Banc of America Securities 1999 - 2005
Grosvenor Capital Management 1997 - 1999
Arthur Andersen 1993 - 1997
Education
Miami University 1989 — 1993
Bachelor of Science
Ironwood Capital Management October 2005 - Present
Banc of America Securities 1999 - 2005
Grosvenor Capital Management 1997 - 1999
Arthur Andersen 1993 - 1997
Education
Miami University 1989 — 1993
Bachelor of Science
Jason Miles's Banc of America Securities Experience 1999 - 2002
Job Private Equity, Investment Banking, Corporate Strategy
Industry Venture Capital & Private Equity
Experience
Progress Investment Management Company 2011 - Present
Crayvit.com 2010 - Present
Bank of America 2006 - 2010
Viant Capital 2003 - 2006
Banc of America Securities 1999 - 2002
Robertson Stephens 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Morehouse College 1993 — 1997
Bachelor's Degree
St. Ignatius College Preparatory 1989 — 1993
High School
Progress Investment Management Company 2011 - Present
Crayvit.com 2010 - Present
Bank of America 2006 - 2010
Viant Capital 2003 - 2006
Banc of America Securities 1999 - 2002
Robertson Stephens 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Morehouse College 1993 — 1997
Bachelor's Degree
St. Ignatius College Preparatory 1989 — 1993
High School
Srinath Narayanan's Banc of America Securities Experience May 2001 - October 2004
Job Managing Partner at Technology Square Partners LLC
Industry Financial Services
Experience
Canaccord Adams September 2006 - November 2008
Banc of America Securities May 2001 - October 2004
Goldman Sachs May 2000 - October 2000
MRO Software 1991 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Finance
Northeastern University 1989 — 1992
MBA
VJTI
Canaccord Adams September 2006 - November 2008
Banc of America Securities May 2001 - October 2004
Goldman Sachs May 2000 - October 2000
MRO Software 1991 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Finance
Northeastern University 1989 — 1992
MBA
VJTI
David Welton's Banc of America Securities Experience 2000 - 2001
Job Entrepreneurial Finance Professional
Industry Investment Banking
Experience
Muve Music April 2012 - August 2014
Quist Valuation April 2009 - June 2011
Peacock, Hislop, Staley & Given August 2006 - August 2008
US Airways July 2003 - August 2006
Private January 2002 - July 2003
Banc of America Securities 2000 - 2001
Virgin JamCast May 1999 - September 2000
AIESEC 1992 - 1993
Skills
Forecasting, Financial Analysis, Mergers, Valuation, Financial Modeling, Strategic Financial..., Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Venture Capital, Budgets, Business Valuation, Finance, Cross-functional Team..., Investment Banking, Private Equity, Strategic Planning, Start-ups, Financial Reporting, Equity Research, Sarbanes-Oxley Act, Strategy, Accounting, Business Strategy, Business Planning, Financial Forecasting, Analysis, Risk Management, Acquisition Integration, SEC filings, Business Analysis, Capital Markets, Variance Analysis, Equities, Managerial Finance, Competitive Analysis, Business Process..., Restructuring, Corporate Development, Portfolio Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance
Northern Illinois University 1990 — 1993
BS, Finance
Muve Music April 2012 - August 2014
Quist Valuation April 2009 - June 2011
Peacock, Hislop, Staley & Given August 2006 - August 2008
US Airways July 2003 - August 2006
Private January 2002 - July 2003
Banc of America Securities 2000 - 2001
Virgin JamCast May 1999 - September 2000
AIESEC 1992 - 1993
Skills
Forecasting, Financial Analysis, Mergers, Valuation, Financial Modeling, Strategic Financial..., Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Venture Capital, Budgets, Business Valuation, Finance, Cross-functional Team..., Investment Banking, Private Equity, Strategic Planning, Start-ups, Financial Reporting, Equity Research, Sarbanes-Oxley Act, Strategy, Accounting, Business Strategy, Business Planning, Financial Forecasting, Analysis, Risk Management, Acquisition Integration, SEC filings, Business Analysis, Capital Markets, Variance Analysis, Equities, Managerial Finance, Competitive Analysis, Business Process..., Restructuring, Corporate Development, Portfolio Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance
Northern Illinois University 1990 — 1993
BS, Finance
Tony West's Banc of America Securities Experience July 2002 - March 2005
Job
Industry Consumer Goods
Experience
Mars May 2012 - Present
Wm. Wrigley Jr. Company April 2005 - October 2012
Banc of America Securities July 2002 - March 2005
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Northern Illinois University 1991 — 1995
B.S.
Mars May 2012 - Present
Wm. Wrigley Jr. Company April 2005 - October 2012
Banc of America Securities July 2002 - March 2005
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Northern Illinois University 1991 — 1995
B.S.
Jennifer Trahan's Banc of America Securities Experience August 1999 - June 2004
Job Vice President at North Point Advisors
Industry Investment Banking
Experience
North Point Advisors July 2004 - Present
Banc of America Securities August 1999 - June 2004
Skills
LBO, Private Equity, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Corporate Development, Capital Markets, Due Diligence, Mergers & Acquisitions, Project Management, Venture Capital, Mergers, Executive Management, Business Strategy, Equity Research, Inspiring People, Financial Analysis
Education
McNeese State University 1995 — 1999
Concurrent BS Degrees, Accounting and Finance
North Point Advisors July 2004 - Present
Banc of America Securities August 1999 - June 2004
Skills
LBO, Private Equity, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Corporate Development, Capital Markets, Due Diligence, Mergers & Acquisitions, Project Management, Venture Capital, Mergers, Executive Management, Business Strategy, Equity Research, Inspiring People, Financial Analysis
Education
McNeese State University 1995 — 1999
Concurrent BS Degrees, Accounting and Finance
Graham Cook's Banc of America Securities Experience 2003 - 2007
Job Partner, Business Developemnt, Copia Capital
Industry Financial Services
Experience
Copia Capital LLC March 2010 - Present
Banc of America Securities 2003 - 2007
Goldman Sachs 1994 - 2003
Education
Kellogg Business School 1992 — 1994
Masters in Management, Finance and International Marketing
Pomona College 1983 — 1987
BA, Asian Studies
Copia Capital LLC March 2010 - Present
Banc of America Securities 2003 - 2007
Goldman Sachs 1994 - 2003
Education
Kellogg Business School 1992 — 1994
Masters in Management, Finance and International Marketing
Pomona College 1983 — 1987
BA, Asian Studies
Tim Luu's Banc of America Securities Experience March 2005 - June 2007
Job Head of Client Conectivity NA at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2007 - Present
Banc of America Securities March 2005 - June 2007
Spear Leeds & Kellogg August 2001 - February 2005
Securities Industry Automated Corporation March 1999 - August 2001
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Market Data, Sybase, Trading, Trading Systems, Unix
Education
New York University - Polytechnic School of Engineering 1995 — 2009
Deutsche Bank June 2007 - Present
Banc of America Securities March 2005 - June 2007
Spear Leeds & Kellogg August 2001 - February 2005
Securities Industry Automated Corporation March 1999 - August 2001
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Market Data, Sybase, Trading, Trading Systems, Unix
Education
New York University - Polytechnic School of Engineering 1995 — 2009
Kwame Aryeh's Banc of America Securities Experience May 2007 - Present
Job Investment Banking Associate at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities May 2007 - Present
Bank of America Securities 2007 - Present
Banc of America 2007 - Present
Citigroup 2000 - 2005
Citigroup Global Markets 2000 - 2005
Skills
Banking, Investment Banking, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Investments, Fixed Income, DCF, Financial Analysis, Equities, Capital Markets, Equity Research, Finance, M&A experience, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Risk, Strategy, Venture Capital, Credit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Morehouse College 1996 — 2000
BA, Economics
Accra Academy
Banc of America Securities May 2007 - Present
Bank of America Securities 2007 - Present
Banc of America 2007 - Present
Citigroup 2000 - 2005
Citigroup Global Markets 2000 - 2005
Skills
Banking, Investment Banking, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Investments, Fixed Income, DCF, Financial Analysis, Equities, Capital Markets, Equity Research, Finance, M&A experience, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Risk, Strategy, Venture Capital, Credit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Morehouse College 1996 — 2000
BA, Economics
Accra Academy
Dan Logue's Banc of America Securities Experience 1997 - 2007
Job Compliance Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2015 - Present
Mission Critical Services October 2014 - February 2015
MKM Partners 2012 - 2014
BNY ConvergEx 2008 - 2012
Jensen Group 2007 - 2008
New York Stock Exchnge 1998 - 2007
Banc of America Securities 1997 - 2007
Montgomery Securities 1993 - 1997
Merrill Lynch 1990 - 1993
Merrill Lynch 1984 - 1990
Skills
Compliance, Series 7, Equities, Securities, FINRA, Hedge Funds, Series 63, Capital Markets, Trading, Equity Trading, Options, Alternative Investments, Series 24, Asset Management, Derivatives, Electronic Trading, Investments, Fixed Income, AML
Education
FINRA Institute at Wharton 2007 — 2009
CRCP, Securities Regulation and Compliance
New York Law School 1987 — 1991
JD, Law
Union College 1979 — 1982
BA, Political Science
Pershing, a BNY Mellon company March 2015 - Present
Mission Critical Services October 2014 - February 2015
MKM Partners 2012 - 2014
BNY ConvergEx 2008 - 2012
Jensen Group 2007 - 2008
New York Stock Exchnge 1998 - 2007
Banc of America Securities 1997 - 2007
Montgomery Securities 1993 - 1997
Merrill Lynch 1990 - 1993
Merrill Lynch 1984 - 1990
Skills
Compliance, Series 7, Equities, Securities, FINRA, Hedge Funds, Series 63, Capital Markets, Trading, Equity Trading, Options, Alternative Investments, Series 24, Asset Management, Derivatives, Electronic Trading, Investments, Fixed Income, AML
Education
FINRA Institute at Wharton 2007 — 2009
CRCP, Securities Regulation and Compliance
New York Law School 1987 — 1991
JD, Law
Union College 1979 — 1982
BA, Political Science
Matthew P. Turk's Banc of America Securities Experience June 2006 - June 2008
Job Principal at Blue Sea Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC August 2012 - Present
ThinKom Solutions, Inc. April 2012 - October 2013
Tri-Star Electronics International, Inc August 2010 - March 2012
Brockway Moran & Partners August 2008 - August 2010
Banc of America Securities June 2006 - June 2008
Western Reserve Partners LLC May 2005 - August 2005
Education
Miami University 2001 — 2006
Masters of Accountancy; B.S. in Business
Blue Sea Capital LLC August 2012 - Present
ThinKom Solutions, Inc. April 2012 - October 2013
Tri-Star Electronics International, Inc August 2010 - March 2012
Brockway Moran & Partners August 2008 - August 2010
Banc of America Securities June 2006 - June 2008
Western Reserve Partners LLC May 2005 - August 2005
Education
Miami University 2001 — 2006
Masters of Accountancy; B.S. in Business
Anthony Dennis's Banc of America Securities Experience January 2001 - July 2008
Job Director, IT Infrastructure Manager at Strategic Value Partners
Industry Financial Services
Experience
Strategic Value Partners July 2011 - Present
Strategic Value Partners LLC July 2008 - Present
Banc of America Securities January 2001 - July 2008
IBM September 1991 - December 2000
Skills
Network Security, Firewalls, Remote Access, Data Center, VPN, Security, Business Continuity, Disaster Recovery, Cisco Technologies, Networking, Hardware, Infrastructure, Network Design, IPSec, Virtualization, Citrix, Active Directory, Enterprise Architecture, Network Architecture, Windows Server, WAN, System Deployment, Cisco IOS, SAN, Vendor Management, IT Management, Business Continuity..., Switches, Routing
Education
Nassau Community College 1989 — 1991
civil engineering
Strategic Value Partners July 2011 - Present
Strategic Value Partners LLC July 2008 - Present
Banc of America Securities January 2001 - July 2008
IBM September 1991 - December 2000
Skills
Network Security, Firewalls, Remote Access, Data Center, VPN, Security, Business Continuity, Disaster Recovery, Cisco Technologies, Networking, Hardware, Infrastructure, Network Design, IPSec, Virtualization, Citrix, Active Directory, Enterprise Architecture, Network Architecture, Windows Server, WAN, System Deployment, Cisco IOS, SAN, Vendor Management, IT Management, Business Continuity..., Switches, Routing
Education
Nassau Community College 1989 — 1991
civil engineering
Jennifer Wald's Banc of America Securities Experience August 1998 - August 2001
Job Human Resources at American Jewish World Service
Industry Human Resources
Experience
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
Chris Farwell's Banc of America Securities Experience 2003 - 2006
Job Director at PriceWaterhouse Coopers
Industry Capital Markets
Experience
PricewaterhouseCoopers LLP June 2010 - Present
Summit Investment Partners October 2007 - June 2010
National City Bank 2007 - October 2007
Banc of America Securities 2003 - 2006
Fort Washington Investment Advisors 2000 - 2003
Skills
Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Securities, Fixed Income, Investments, Structured Finance, Securitization, Asset Management, Capital Markets, Trading, Structured Products, ABS, Loans, Real Estate, Due Diligence, Business Strategy, Equities, Series 7, Credit Analysis, Investment Banking, Strategic Planning, Sarbanes-Oxley Act, Basel III, Dodd-Frank, Risk Modeling, Capital Markets Advisory, Corporate Governance, Financial Structuring
Education
Northern Kentucky University 1999 — 2001
MBA
University of Cincinnati 1995 — 1999
BS
PricewaterhouseCoopers LLP June 2010 - Present
Summit Investment Partners October 2007 - June 2010
National City Bank 2007 - October 2007
Banc of America Securities 2003 - 2006
Fort Washington Investment Advisors 2000 - 2003
Skills
Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Securities, Fixed Income, Investments, Structured Finance, Securitization, Asset Management, Capital Markets, Trading, Structured Products, ABS, Loans, Real Estate, Due Diligence, Business Strategy, Equities, Series 7, Credit Analysis, Investment Banking, Strategic Planning, Sarbanes-Oxley Act, Basel III, Dodd-Frank, Risk Modeling, Capital Markets Advisory, Corporate Governance, Financial Structuring
Education
Northern Kentucky University 1999 — 2001
MBA
University of Cincinnati 1995 — 1999
BS
Roman Batichev's Banc of America Securities Experience February 2005 - August 2006
Job Vice President at TPG Capital
Industry Investment Management
Experience
TPG Capital March 2011 - Present
First Reserve Corporation September 2006 - October 2010
Banc of America Securities February 2005 - August 2006
Education
New York University 1998 — 2004
TPG Capital March 2011 - Present
First Reserve Corporation September 2006 - October 2010
Banc of America Securities February 2005 - August 2006
Education
New York University 1998 — 2004
Elizabeth Chinigo's Banc of America Securities Experience September 2005 - May 2007
Job Office Manager at Rossoff & Co. LLC
Industry Financial Services
Experience
Rossoff & Co. LLC October 2009 - Present
River Edge Girls Athletic League June 2009 - Present
MFR Partners LLC May 2007 - September 2009
Banc of America Securities September 2005 - May 2007
Glenview Capital December 2004 - April 2005
Second Curve Capital March 2002 - June 2004
Jennison Associates January 1999 - February 2001
Skills
Microsoft Office, PowerPoint, Customer Service, Event Planning, Event Management, Office Management, Budgets, Social Media, Human Resources, Research, Public Relations, Microsoft Word, Administrative..., Leadership, Sales, Management
Education
Monmouth University 1994 — 1998
Bachelor's degree, History
Rossoff & Co. LLC October 2009 - Present
River Edge Girls Athletic League June 2009 - Present
MFR Partners LLC May 2007 - September 2009
Banc of America Securities September 2005 - May 2007
Glenview Capital December 2004 - April 2005
Second Curve Capital March 2002 - June 2004
Jennison Associates January 1999 - February 2001
Skills
Microsoft Office, PowerPoint, Customer Service, Event Planning, Event Management, Office Management, Budgets, Social Media, Human Resources, Research, Public Relations, Microsoft Word, Administrative..., Leadership, Sales, Management
Education
Monmouth University 1994 — 1998
Bachelor's degree, History
Kartik Joshi's Banc of America Securities Experience June 2003 - February 2006
Job Principal at Tourbillon Capital Partners
Industry Investment Management
Experience
Tourbillon Capital Partners September 2012 - Present
Karsch Capital Management February 2009 - September 2012
Diamondback Capital Management March 2006 - February 2009
Banc of America Securities June 2003 - February 2006
Education
New York University 1996 — 2000
Rutgers Preparatory School 1992 — 1996
High School
Tourbillon Capital Partners September 2012 - Present
Karsch Capital Management February 2009 - September 2012
Diamondback Capital Management March 2006 - February 2009
Banc of America Securities June 2003 - February 2006
Education
New York University 1996 — 2000
Rutgers Preparatory School 1992 — 1996
High School
Will Leddy's Banc of America Securities Experience January 2003 - April 2004
Job at
Industry Financial Services
Experience
Jefferies Investment Advisors March 2011 - Present
Hudson Securities March 2009 - January 2011
Schonfeld April 2004 - March 2009
Banc of America Securities January 2003 - April 2004
Vector Partners August 1998 - January 2003
Skills
Derivatives, Hedge Funds, Program Trading, Trading, Trading System, Trading Systems, Equity Trading, Financial Markets, Electronic Trading
Education
New England College 1989 — 1993
Business
Waynflete 1980 — 1988
Jefferies Investment Advisors March 2011 - Present
Hudson Securities March 2009 - January 2011
Schonfeld April 2004 - March 2009
Banc of America Securities January 2003 - April 2004
Vector Partners August 1998 - January 2003
Skills
Derivatives, Hedge Funds, Program Trading, Trading, Trading System, Trading Systems, Equity Trading, Financial Markets, Electronic Trading
Education
New England College 1989 — 1993
Business
Waynflete 1980 — 1988
Aaron Braxton's Banc of America Securities Experience September 2002 - January 2005
Job Senior Associate at Grant Thornton
Industry Management Consulting
Experience
Grant Thornton March 2010 - Present
RAM Capital April 2007 - May 2009
MutualArt, Inc. February 2005 - April 2006
Banc of America Securities September 2002 - January 2005
Skills
Capital Markets, Investment Banking, Hedge Funds, Asset Managment, Portfolio Management, Trading, Prime Brokerage, Business Analysis, Financial Modeling, Valuation, Equities, Fixed Income, Private Equity, Financial Analysis, Business Intelligence, Banking, Asset Management
Education
Middlesex School
New York University
Grant Thornton March 2010 - Present
RAM Capital April 2007 - May 2009
MutualArt, Inc. February 2005 - April 2006
Banc of America Securities September 2002 - January 2005
Skills
Capital Markets, Investment Banking, Hedge Funds, Asset Managment, Portfolio Management, Trading, Prime Brokerage, Business Analysis, Financial Modeling, Valuation, Equities, Fixed Income, Private Equity, Financial Analysis, Business Intelligence, Banking, Asset Management
Education
Middlesex School
New York University
Denise Kenny's Banc of America Securities Experience May 2005 - May 2008
Job Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America May 2008 - Present
Banc of America Securities May 2005 - May 2008
Citi July 1997 - May 2005
Baxter International Inc. 1986 - 1997
Skills
Investments, Trading, Fixed Income, Valuation, Management, Credit, Portfolio Management, Strategic Planning, Financial Modeling, Financial Analysis, Capital Markets, Sales, Equities, Asset Management, Leadership, Direct Sales
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance, Marketing, Healthcare
University of Illinois at Urbana-Champaign 1982 — 1986
B.S. Business Administration, Marketing, Finance
Bank of America May 2008 - Present
Banc of America Securities May 2005 - May 2008
Citi July 1997 - May 2005
Baxter International Inc. 1986 - 1997
Skills
Investments, Trading, Fixed Income, Valuation, Management, Credit, Portfolio Management, Strategic Planning, Financial Modeling, Financial Analysis, Capital Markets, Sales, Equities, Asset Management, Leadership, Direct Sales
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance, Marketing, Healthcare
University of Illinois at Urbana-Champaign 1982 — 1986
B.S. Business Administration, Marketing, Finance
Jamie (Hollender) Cariddi's Banc of America Securities Experience September 2005 - April 2009
Job America's Business Controls and Strategic Initiatives
Industry Financial Services
Experience
Bank of America 2013 - Present
Bank of America Merrill Lynch April 2009 - Present
Banc of America Securities September 2005 - April 2009
Bank of America July 2004 - September 2005
Bank of America September 2001 - July 2004
Alliance Capital 1999 - 2001
Skills
Risk Management, Financial Risk, Management, Credit Analysis, Loans, Credit, Capital Markets, Banking, Fixed Income
Education
Muhlenberg College 1995 — 1999
Bank of America 2013 - Present
Bank of America Merrill Lynch April 2009 - Present
Banc of America Securities September 2005 - April 2009
Bank of America July 2004 - September 2005
Bank of America September 2001 - July 2004
Alliance Capital 1999 - 2001
Skills
Risk Management, Financial Risk, Management, Credit Analysis, Loans, Credit, Capital Markets, Banking, Fixed Income
Education
Muhlenberg College 1995 — 1999
Ahmed Shareef's Banc of America Securities Experience March 2005 - June 2009
Job
Industry Financial Services
Experience
Jefferies & Company August 2011 - Present
Bank of America Merrill Lynch June 2009 - July 2011
Banc of America Securities March 2005 - June 2009
Merrill Lynch 2001 - February 2005
Herzog Heine Geduld August 1997 - 2001
Waterhouse Securities 1993 - 1997
Skills
Equity Derivatives, Equities, Risk, Trading Systems, Risk Management, Derivatives, Equity Trading
Education
CFA Institute 2009 — 2009
- Passed CFA Step 1 exam in June 2009.
Polytechnic University 1993 — 1995
MS, Computer Science
Osmania University 1988 — 1992
BS, Computer Science
Jefferies & Company August 2011 - Present
Bank of America Merrill Lynch June 2009 - July 2011
Banc of America Securities March 2005 - June 2009
Merrill Lynch 2001 - February 2005
Herzog Heine Geduld August 1997 - 2001
Waterhouse Securities 1993 - 1997
Skills
Equity Derivatives, Equities, Risk, Trading Systems, Risk Management, Derivatives, Equity Trading
Education
CFA Institute 2009 — 2009
- Passed CFA Step 1 exam in June 2009.
Polytechnic University 1993 — 1995
MS, Computer Science
Osmania University 1988 — 1992
BS, Computer Science
Jenna Persson's Banc of America Securities Experience September 2003 - Present
Job Healthcare at Banc of America Securities
Industry Banking
Experience
Banc of America Securities September 2003 - Present
Education
New York University
Banc of America Securities September 2003 - Present
Education
New York University
Graham Curchin's Banc of America Securities Experience 2000 - 2003
Job Asst Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2008 - Present
Lehman Brothers 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Trading, Equity Derivatives, Financial Modeling, Investments, Options
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Credit Suisse September 2008 - Present
Lehman Brothers 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Trading, Equity Derivatives, Financial Modeling, Investments, Options
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Anand Mani's Banc of America Securities Experience November 2008 - May 2010
Job Senior Software Engineer at Lab49
Industry Financial Services
Experience
Lab49 January 2015 - Present
Federal Reserve Bank of New York March 2012 - January 2015
BNP Paribas June 2010 - March 2012
Banc of America Securities November 2008 - May 2010
Time Inc. May 2008 - October 2008
Princeton Information September 2003 - October 2008
Banc of America Securities, LLC June 2006 - March 2008
Credit Suisse January 2005 - May 2006
Federal Reserve Bank of New York November 2003 - December 2004
Deutsche Bank March 2003 - November 2003
Skills
J2EE, Java, GWT, Spring, Hibernate, Oracle, Maven, UML, EJB, SOA, Tomcat, Websphere, Web Development, Web Services, Web 2.0, Weblogic, Web Applications, EAI, Enterprise Architecture, Enterprise Architect, Core Java, JAXB, JAX-WS, JAXP, JAX-RPC, JMS, ActiveMQ, Ehcache, Eclipse, IntelliJ IDEA, iBatis, ORM, JPA, JProfiler, Ant, Sun Certified Java..., Fixed Income, Equities, Prime Brokerage, MBS, Investment Banking, Trading Systems, Java Enterprise Edition, jQuery, JSON, Scrum
Education
Maulana Azad National Institute of Technology
BS (Engineering), Computer Science
University of Phoenix
MBA, Technology Management
Lab49 January 2015 - Present
Federal Reserve Bank of New York March 2012 - January 2015
BNP Paribas June 2010 - March 2012
Banc of America Securities November 2008 - May 2010
Time Inc. May 2008 - October 2008
Princeton Information September 2003 - October 2008
Banc of America Securities, LLC June 2006 - March 2008
Credit Suisse January 2005 - May 2006
Federal Reserve Bank of New York November 2003 - December 2004
Deutsche Bank March 2003 - November 2003
Skills
J2EE, Java, GWT, Spring, Hibernate, Oracle, Maven, UML, EJB, SOA, Tomcat, Websphere, Web Development, Web Services, Web 2.0, Weblogic, Web Applications, EAI, Enterprise Architecture, Enterprise Architect, Core Java, JAXB, JAX-WS, JAXP, JAX-RPC, JMS, ActiveMQ, Ehcache, Eclipse, IntelliJ IDEA, iBatis, ORM, JPA, JProfiler, Ant, Sun Certified Java..., Fixed Income, Equities, Prime Brokerage, MBS, Investment Banking, Trading Systems, Java Enterprise Edition, jQuery, JSON, Scrum
Education
Maulana Azad National Institute of Technology
BS (Engineering), Computer Science
University of Phoenix
MBA, Technology Management
Brian Barnell's Banc of America Securities Experience 1998 - 2001
Job Vice President at Q Advisors
Industry Investment Banking
Experience
Q Advisors 2002 - Present
Banc of America Securities 1998 - 2001
Bank of America Securities 1995 - 2001
Education
Middlebury Institute of International Studies at Monterey 1994 — 1995
M.A., Economics
Q Advisors 2002 - Present
Banc of America Securities 1998 - 2001
Bank of America Securities 1995 - 2001
Education
Middlebury Institute of International Studies at Monterey 1994 — 1995
M.A., Economics
Vicky Bathija's Banc of America Securities Experience June 2006 - June 2008
Job Associate at Intermedia Partners
Industry Financial Services
Experience
Intemedia Partners July 2008 - Present
Banc of America Securities June 2006 - June 2008
Education
New York University 2002 — 2006
New York University - Leonard N. Stern School of Business 2002 — 2006
Finance, Accounting
Intemedia Partners July 2008 - Present
Banc of America Securities June 2006 - June 2008
Education
New York University 2002 — 2006
New York University - Leonard N. Stern School of Business 2002 — 2006
Finance, Accounting
Christopher Lia's Banc of America Securities Experience September 2004 - January 2008
Job SVP at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2004 - Present
Banc of America Securities September 2004 - January 2008
DeskNet Inc. July 1996 - September 2004
Skills
Requirements Analysis, Product Management, Vendor Management, SDLC, Business Analysis, Banking, Business Process, Enterprise Architecture, Financial Services, IT Management, IT Service Management, Portfolio Management, Process Improvement, Program Management, Project Portfolio..., Risk Management, IT Strategy, ITIL
Education
New York Medical College 1994 — 1996
Master of Science, Environmental Health Science
State University of New York College at Oswego 1989 — 1993
Bank of America September 2004 - Present
Banc of America Securities September 2004 - January 2008
DeskNet Inc. July 1996 - September 2004
Skills
Requirements Analysis, Product Management, Vendor Management, SDLC, Business Analysis, Banking, Business Process, Enterprise Architecture, Financial Services, IT Management, IT Service Management, Portfolio Management, Process Improvement, Program Management, Project Portfolio..., Risk Management, IT Strategy, ITIL
Education
New York Medical College 1994 — 1996
Master of Science, Environmental Health Science
State University of New York College at Oswego 1989 — 1993
Ann Beardsley's Banc of America Securities Experience June 1999 - October 2002
Job Principal, Prospect Hill Consulting, LLC
Industry Financial Services
Experience
Prospect Hill Consulting LLC November 2002 - Present
Banc of America Securities June 1999 - October 2002
Merrill Lynch April 1995 - June 1999
Lehman Brothers June 1988 - April 1995
Skills
Capital Markets, Fixed Income, Hedge Funds, Electronic Trading, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Valuation
Education
New York University
BA Economics
Prospect Hill Consulting LLC November 2002 - Present
Banc of America Securities June 1999 - October 2002
Merrill Lynch April 1995 - June 1999
Lehman Brothers June 1988 - April 1995
Skills
Capital Markets, Fixed Income, Hedge Funds, Electronic Trading, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Valuation
Education
New York University
BA Economics
Lou Caracappa's Banc of America Securities Experience March 2004 - December 2013
Job VP Compliance Examinations at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
Hobdy, Curtis's Banc of America Securities Experience 2009 - Present
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Securities 2009 - Present
Bank of America Merrill Lynch April 2000 - Present
Bank of America Merrill Lynch April 2000 - Present
Education
Norfolk State University 1984 — 1989
Banc of America Securities 2009 - Present
Bank of America Merrill Lynch April 2000 - Present
Bank of America Merrill Lynch April 2000 - Present
Education
Norfolk State University 1984 — 1989
Tripp Welge's Banc of America Securities Experience June 2006 - March 2007
Job Vice President at Medical Search Technologies
Industry Hospital & Health Care
Experience
Medical Search Technologies March 2014 - Present
Medical Search Technologies June 2013 - March 2014
Groupon August 2011 - March 2014
Waud Capital Partners July 2009 - August 2011
Aberdeen Bar & Grill January 2008 - December 2010
Deutsche Bank Securities March 2007 - July 2009
Banc of America Securities June 2006 - March 2007
Banc of America Securities June 2005 - August 2005
Skills
Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Corporate Development, Venture Capital, Mergers & Acquisitions, Investment Banking, Business Development, Financial Analysis, Investments, Business Valuation, Strategic Planning, Strategy, Analysis, Management
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
Medical Search Technologies March 2014 - Present
Medical Search Technologies June 2013 - March 2014
Groupon August 2011 - March 2014
Waud Capital Partners July 2009 - August 2011
Aberdeen Bar & Grill January 2008 - December 2010
Deutsche Bank Securities March 2007 - July 2009
Banc of America Securities June 2006 - March 2007
Banc of America Securities June 2005 - August 2005
Skills
Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Corporate Development, Venture Capital, Mergers & Acquisitions, Investment Banking, Business Development, Financial Analysis, Investments, Business Valuation, Strategic Planning, Strategy, Analysis, Management
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
Puja Ahluwalia's Banc of America Securities Experience October 2003 - September 2008
Job Attorney
Industry Banking
Experience
Barclays July 2012 - Present
BNP Paribas October 2008 - July 2012
Banc of America Securities October 2003 - September 2008
Skills
Prime Brokerage, Risk Management, Securities Lending, Hedge Funds, Securities, FINRA, Derivatives, Capital Markets, Equities, Securities Regulation, Mutual Funds, Financial Services, Alternative Investments, Broker-Dealer Compliance, Capital Introductions, Futures, OTC Clearing, Electronic Trading..., Contract Negotiation, Service Level Agreements
Education
Hofstra University School of Law 2005 — 2009
Doctor of Law (J.D.), Corporate/Securities
New York University 2000 — 2003
Bachelors of Arts, Economics
Barclays July 2012 - Present
BNP Paribas October 2008 - July 2012
Banc of America Securities October 2003 - September 2008
Skills
Prime Brokerage, Risk Management, Securities Lending, Hedge Funds, Securities, FINRA, Derivatives, Capital Markets, Equities, Securities Regulation, Mutual Funds, Financial Services, Alternative Investments, Broker-Dealer Compliance, Capital Introductions, Futures, OTC Clearing, Electronic Trading..., Contract Negotiation, Service Level Agreements
Education
Hofstra University School of Law 2005 — 2009
Doctor of Law (J.D.), Corporate/Securities
New York University 2000 — 2003
Bachelors of Arts, Economics
Mary Buzzard, MBA's Banc of America Securities Experience September 2001 - April 2003
Job Business Intelligence Manager at Rytec Corporation
Industry Mechanical or Industrial Engineering
Experience
Rytec Corporation January 2015 - Present
Rytec Corporation 2012 - January 2015
Optimer Brands May 2009 - December 2011
Model Metrics June 2008 - May 2009
TransUnion April 2006 - June 2008
TransUnion November 2004 - April 2006
Bank of America April 2003 - October 2004
Banc of America Securities September 2001 - April 2003
Skills
Business Analysis, Problem Solving, Management Consulting, Business Management, Process Engineering, Business Strategy, Marketing Strategy, Software Implementation, Data Analysis, Software Project..., Writing, Highly detail oriented, Solution Development, Organizational Design, Interpersonal..., Business Process..., Business Acumen, Financial Modeling, Business Development, Forecasting, Leadership, Management, Process Improvement, Sales, Strategy, CRM, Business Process, Enterprise Software, Sales Operations, Analysis
Education
Northwestern University - J.L. Kellogg Graduate School of Management 2006 — 2008
MBA, Management & Strategy, Marketing
North Carolina State University - College of Management 1997 — 2001
BS, Finance
Myers Park High School 1993 — 1997
HS Diploma, General
Rytec Corporation January 2015 - Present
Rytec Corporation 2012 - January 2015
Optimer Brands May 2009 - December 2011
Model Metrics June 2008 - May 2009
TransUnion April 2006 - June 2008
TransUnion November 2004 - April 2006
Bank of America April 2003 - October 2004
Banc of America Securities September 2001 - April 2003
Skills
Business Analysis, Problem Solving, Management Consulting, Business Management, Process Engineering, Business Strategy, Marketing Strategy, Software Implementation, Data Analysis, Software Project..., Writing, Highly detail oriented, Solution Development, Organizational Design, Interpersonal..., Business Process..., Business Acumen, Financial Modeling, Business Development, Forecasting, Leadership, Management, Process Improvement, Sales, Strategy, CRM, Business Process, Enterprise Software, Sales Operations, Analysis
Education
Northwestern University - J.L. Kellogg Graduate School of Management 2006 — 2008
MBA, Management & Strategy, Marketing
North Carolina State University - College of Management 1997 — 2001
BS, Finance
Myers Park High School 1993 — 1997
HS Diploma, General
Madge Chapman's Banc of America Securities Experience October 2004 - February 2009
Job Part Time at Village Center Development District
Industry Utilities
Experience
The Villages, Florida January 2014 - Present
JMB Realty Corporation July 2012 - August 2013
Federal Reserve Bank of Chicago March 2011 - July 2012
Barclays Capital June 2010 - November 2010
UBS Investment Bank September 2009 - July 2010
Banc of America Securities October 2004 - February 2009
Ryan Companies US, Inc. March 2002 - August 2004
Frankel March 1985 - February 2002
Frankel 1985 - 2002
Naperville Junior Womans Club 1990 - 1991
Skills
Microsoft Office 2007, Lotus Notes, Meeting Maker, Concur, Calendaring, Travel Arrangements, Outlook, Office Management, Calendars, Event Planning, Administrative..., Microsoft Office, Adobe Acrobat, Spreadsheets, Data Entry, Management, Public Speaking, Leadership, Mac, Administrative...
Education
University of Michigan 1976 — 1978
Mott Community College 1973 — 1976
Associates, Business Administration
The Villages, Florida January 2014 - Present
JMB Realty Corporation July 2012 - August 2013
Federal Reserve Bank of Chicago March 2011 - July 2012
Barclays Capital June 2010 - November 2010
UBS Investment Bank September 2009 - July 2010
Banc of America Securities October 2004 - February 2009
Ryan Companies US, Inc. March 2002 - August 2004
Frankel March 1985 - February 2002
Frankel 1985 - 2002
Naperville Junior Womans Club 1990 - 1991
Skills
Microsoft Office 2007, Lotus Notes, Meeting Maker, Concur, Calendaring, Travel Arrangements, Outlook, Office Management, Calendars, Event Planning, Administrative..., Microsoft Office, Adobe Acrobat, Spreadsheets, Data Entry, Management, Public Speaking, Leadership, Mac, Administrative...
Education
University of Michigan 1976 — 1978
Mott Community College 1973 — 1976
Associates, Business Administration
David Brent's Banc of America Securities Experience 2006 - 2007
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan November 2014 - Present
JPMorgan February 2008 - November 2014
Banc of America Securities 2006 - 2007
Bank of America 2006 - 2007
Barclays Capital 2002 - 2006
PwC Consulting 2001 - 2001
Bear Stearns 2000 - 2000
Skills
Electronic Trading, Trading Systems, Options, Low Latency, Derivatives, Trading Technology, Trading, Prime Brokerage, Capital Markets, Equity Derivatives, Trading Applications, Series 7, Commodities, Securities, Bloomberg, Series 3, Front Office, Trading Platforms, FX trading, Futures, Series 63, Commodity, Equity Trading, FINRA, FX Options, Hedge Funds
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), International Business / Decision Information Technologies
New York University
Strategy and Leadership
J.P. Morgan November 2014 - Present
JPMorgan February 2008 - November 2014
Banc of America Securities 2006 - 2007
Bank of America 2006 - 2007
Barclays Capital 2002 - 2006
PwC Consulting 2001 - 2001
Bear Stearns 2000 - 2000
Skills
Electronic Trading, Trading Systems, Options, Low Latency, Derivatives, Trading Technology, Trading, Prime Brokerage, Capital Markets, Equity Derivatives, Trading Applications, Series 7, Commodities, Securities, Bloomberg, Series 3, Front Office, Trading Platforms, FX trading, Futures, Series 63, Commodity, Equity Trading, FINRA, FX Options, Hedge Funds
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), International Business / Decision Information Technologies
New York University
Strategy and Leadership
Charles Creech's Banc of America Securities Experience 2003 - 2006
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management April 2007 - Present
Patriarch Partners June 2006 - April 2007
Banc of America Securities 2003 - 2006
Skills
High Yield, Investments, Corporate Finance, Accounting, Financial Accounting, Finance, Financial Modeling, Fixed Income, Leveraged Finance, Valuation
Education
Queens University of Charlotte 2001 — 2004
MBA, Corporate Finance
North Carolina State University 1995 — 1999
B.S., Accounting
Babson Capital Management April 2007 - Present
Patriarch Partners June 2006 - April 2007
Banc of America Securities 2003 - 2006
Skills
High Yield, Investments, Corporate Finance, Accounting, Financial Accounting, Finance, Financial Modeling, Fixed Income, Leveraged Finance, Valuation
Education
Queens University of Charlotte 2001 — 2004
MBA, Corporate Finance
North Carolina State University 1995 — 1999
B.S., Accounting
Adam Hinman's Banc of America Securities Experience 2005 - 2007
Job Analyst at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC April 2012 - Present
Stone Tower Capital July 2007 - March 2012
Banc of America Securities 2005 - 2007
Students Consulting for Non-profit Organizations (SCNO) 2004 - 2005
Education
Michigan State University 2001 — 2005
Accounting, Finance, Honors College
Apollo Global Management LLC April 2012 - Present
Stone Tower Capital July 2007 - March 2012
Banc of America Securities 2005 - 2007
Students Consulting for Non-profit Organizations (SCNO) 2004 - 2005
Education
Michigan State University 2001 — 2005
Accounting, Finance, Honors College
Ryan Birtel's Banc of America Securities Experience 2001 - 2005
Job Founder at Eolith Advisory, Ltd.
Industry Capital Markets
Experience
Eolith Advisory, Ltd. 2007 - Present
UBS Investment Bank 2006 - 2007
Deutsche Bank 2005 - 2006
Banc of America Securities 2001 - 2005
GE Mortgage Insurance 2001 - 2001
SAS 2000 - 2001
Skills
FINRA 7/63 (expired), NYS Real Property..., NYS Real Property..., Valuation, Risk Assessment, Expert Witness, Financial Product..., Structured Products, Financial Structuring, CDO, Investment Management, Economics, Securitization, Structured Finance, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Asset Management, Banking, Derivatives, Finance, Credit Derivatives, Bonds, Trading, Financial Markets, Equities, Quantitative Finance, Options, Bloomberg, Securities
Education
North Carolina State University 1999 — 2001
MS, Statistics
Rochester Institute of Technology 1998 — 1999
MS, Industrial & Applied Mathematics
University of Rochester 1991 — 1996
BA, Economics / Japanese
Eolith Advisory, Ltd. 2007 - Present
UBS Investment Bank 2006 - 2007
Deutsche Bank 2005 - 2006
Banc of America Securities 2001 - 2005
GE Mortgage Insurance 2001 - 2001
SAS 2000 - 2001
Skills
FINRA 7/63 (expired), NYS Real Property..., NYS Real Property..., Valuation, Risk Assessment, Expert Witness, Financial Product..., Structured Products, Financial Structuring, CDO, Investment Management, Economics, Securitization, Structured Finance, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Asset Management, Banking, Derivatives, Finance, Credit Derivatives, Bonds, Trading, Financial Markets, Equities, Quantitative Finance, Options, Bloomberg, Securities
Education
North Carolina State University 1999 — 2001
MS, Statistics
Rochester Institute of Technology 1998 — 1999
MS, Industrial & Applied Mathematics
University of Rochester 1991 — 1996
BA, Economics / Japanese
Will Marks's Banc of America Securities Experience 1994 - 2001
Job Research Analyst at JMP Securities
Industry Financial Services
Experience
JMP Securities 2001 - 2014
Banc of America Securities 1994 - 2001
Education
Northwestern University 1992 — 1994
MBA
University of California, Davis 1984 — 1988
BA
SMHS
JMP Securities 2001 - 2014
Banc of America Securities 1994 - 2001
Education
Northwestern University 1992 — 1994
MBA
University of California, Davis 1984 — 1988
BA
SMHS
Sean Sanders's Banc of America Securities Experience April 2001 - May 2009
Job FX Options Broker at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon October 2009 - Present
Banc of America Securities April 2001 - May 2009
Education
Northeastern University 1995 — 2000
Tullett Prebon October 2009 - Present
Banc of America Securities April 2001 - May 2009
Education
Northeastern University 1995 — 2000
Kimberly Orlando's Banc of America Securities Experience June 2008 - August 2008
Job Vice President, Investor Relations at Addo Communications
Industry Financial Services
Experience
Addo Communications October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Raymond James Financial Inc. May 2007 - June 2009
Banc of America Securities June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Equities, Equity Valuation, Investor Relations, Private Equity, Due Diligence, Investments, Equity Research, Investment Banking, Finance
Education
Michigan State University 2005 — 2009
Finance
Addo Communications October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Raymond James Financial Inc. May 2007 - June 2009
Banc of America Securities June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Equities, Equity Valuation, Investor Relations, Private Equity, Due Diligence, Investments, Equity Research, Investment Banking, Finance
Education
Michigan State University 2005 — 2009
Finance
Kalyan (Kal) Kuchimanchi's Banc of America Securities Experience May 2005 - August 2007
Job Business Development Officer, Corporate Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab August 2012 - Present
Barclays Capital 2009 - August 2012
Lehman Brothers June 2008 - August 2008
Banc of America Securities May 2005 - August 2007
GFI Group 2002 - 2005
Newtonion Networks (Start-up) January 2002 - August 2002
Skills
Start-ups, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Negotiation, Sales, Capital Markets, Equities, Emerging Markets, Private Equity, Sales Operations, Management, Business Strategy, Business Analysis
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master of Business Administration (MBA)
New Jersey Institute of Technology 2000 — 2002
Master of Science (MS), Computer Science
Charles Schwab September 2015 - Present
Charles Schwab August 2012 - Present
Barclays Capital 2009 - August 2012
Lehman Brothers June 2008 - August 2008
Banc of America Securities May 2005 - August 2007
GFI Group 2002 - 2005
Newtonion Networks (Start-up) January 2002 - August 2002
Skills
Start-ups, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Negotiation, Sales, Capital Markets, Equities, Emerging Markets, Private Equity, Sales Operations, Management, Business Strategy, Business Analysis
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master of Business Administration (MBA)
New Jersey Institute of Technology 2000 — 2002
Master of Science (MS), Computer Science
Nate Lie's Banc of America Securities Experience June 2000 - July 2002
Job Assistant Soccer Coach/Recruiting Coordinator at University of Cincinnati
Industry Sports
Experience
University of Cincinnati January 2013 - Present
Miami University April 2009 - January 2013
Ancora Capital Management Pte Ltd January 2005 - March 2009
AmeriCorps *NCCC 2002 - 2004
Banc of America Securities June 2000 - July 2002
Skills
Sports Management, Leadership, Athletics, Higher Education, Sports, Event Planning, Social Media Marketing
Education
Miami University 1996 — 2000
University of Cincinnati January 2013 - Present
Miami University April 2009 - January 2013
Ancora Capital Management Pte Ltd January 2005 - March 2009
AmeriCorps *NCCC 2002 - 2004
Banc of America Securities June 2000 - July 2002
Skills
Sports Management, Leadership, Athletics, Higher Education, Sports, Event Planning, Social Media Marketing
Education
Miami University 1996 — 2000
Sandra Brinkert's Banc of America Securities Experience 2008 - 2009
Job Public finance credit specialist
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities 2008 - 2009
ACA Capital Access 2007 - 2008
Ambac June 2004 - March 2007
JP Morgan May 1998 - June 2004
Commerzbank AG 1995 - 1998
Skills
Credit Analysis
Education
The University of Chicago 1985 — 1989
Northwestern University 1980 — 1984
BA, Economics
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities 2008 - 2009
ACA Capital Access 2007 - 2008
Ambac June 2004 - March 2007
JP Morgan May 1998 - June 2004
Commerzbank AG 1995 - 1998
Skills
Credit Analysis
Education
The University of Chicago 1985 — 1989
Northwestern University 1980 — 1984
BA, Economics
Brooke (Helmers) Bremer's Banc of America Securities Experience June 2003 - July 2004
Job Vice President at Wells Fargo
Industry Banking
Experience
Bremer house April 2012 - Present
Wells Fargo August 2006 - April 2012
Wells Fargo August 2005 - August 2006
NYU Stern School of Business July 2004 - April 2005
Banc of America Securities June 2003 - July 2004
University of Chicago Graduate School of Business May 1999 - May 2003
Skills
Financial Analysis, Loans, Credit, Financial Modeling, Financial Services, Risk Management, Strategic Planning, Investments, Finance, Credit Analysis, Leadership, Mergers & Acquisitions, Commercial Banking
Education
Miami University 1990 — 1994
Bachelor of Science, Speech Pathology
Bremer house April 2012 - Present
Wells Fargo August 2006 - April 2012
Wells Fargo August 2005 - August 2006
NYU Stern School of Business July 2004 - April 2005
Banc of America Securities June 2003 - July 2004
University of Chicago Graduate School of Business May 1999 - May 2003
Skills
Financial Analysis, Loans, Credit, Financial Modeling, Financial Services, Risk Management, Strategic Planning, Investments, Finance, Credit Analysis, Leadership, Mergers & Acquisitions, Commercial Banking
Education
Miami University 1990 — 1994
Bachelor of Science, Speech Pathology
Eunice Chi's Banc of America Securities Experience February 2006 - May 2007
Job Director at Time Inc.
Industry Marketing and Advertising
Experience
Time Inc. August 2015 - Present
Time Inc July 2012 - August 2015
Time Inc. September 2008 - August 2011
Time Inc. May 2007 - September 2008
Banc of America Securities February 2006 - May 2007
Banc of America Securities January 2002 - February 2006
Skills
Digital Marketing, Marketing, Direct Marketing, Online Advertising, Social Media Marketing, Digital Strategy, Email Marketing, Integrated Marketing, Online Marketing, Digital Media, Marketing Strategy, Content Strategy
Education
New York University
B.A., Economics, Psychology
Teachers College of Columbia University
M.A.
Time Inc. August 2015 - Present
Time Inc July 2012 - August 2015
Time Inc. September 2008 - August 2011
Time Inc. May 2007 - September 2008
Banc of America Securities February 2006 - May 2007
Banc of America Securities January 2002 - February 2006
Skills
Digital Marketing, Marketing, Direct Marketing, Online Advertising, Social Media Marketing, Digital Strategy, Email Marketing, Integrated Marketing, Online Marketing, Digital Media, Marketing Strategy, Content Strategy
Education
New York University
B.A., Economics, Psychology
Teachers College of Columbia University
M.A.
Lawrence SooHoo's Banc of America Securities Experience July 1998 - November 1999
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1986 - Present
Deutsche Bank November 1999 - May 2002
Banc of America Securities July 1998 - November 1999
Morgan Stanley July 1986 - July 1998
New York University 1983 - 1988
Irving Trust Company June 1983 - May 1986
Skills
Fixed Income, Equities, Financial Services, Securities, Management, Hedge Funds, Capital Markets, Derivatives, Business Analysis, Risk Management
Education
New York University 1982 — 1986
Bachelor of Science, Finance and Marketing
Oceanside Senior High School 1978 — 1982
Morgan Stanley July 1986 - Present
Deutsche Bank November 1999 - May 2002
Banc of America Securities July 1998 - November 1999
Morgan Stanley July 1986 - July 1998
New York University 1983 - 1988
Irving Trust Company June 1983 - May 1986
Skills
Fixed Income, Equities, Financial Services, Securities, Management, Hedge Funds, Capital Markets, Derivatives, Business Analysis, Risk Management
Education
New York University 1982 — 1986
Bachelor of Science, Finance and Marketing
Oceanside Senior High School 1978 — 1982
Timothy Tillman's Banc of America Securities Experience 1999 - 2002
Job Director, Finance & Treasury at First Potomac Realty Trust
Industry Real Estate
Experience
First Potomac Realty Trust August 2012 - Present
RLJ Development, LLC March 2007 - July 2012
Credit Suisse June 2003 - March 2007
Banc of America Securities 1999 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
2004, MBA
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Finance
First Potomac Realty Trust August 2012 - Present
RLJ Development, LLC March 2007 - July 2012
Credit Suisse June 2003 - March 2007
Banc of America Securities 1999 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
2004, MBA
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Finance
Fik Durmus's Banc of America Securities Experience 1999 - 2001
Job Senior Banker at HSBC
Industry Investment Banking
Experience
HSBC 2013 - Present
BNP Paribas 2007 - 2012
JPMorgan 2003 - 2007
Madison Capital Funding 2002 - 2003
Banc of America Securities 1999 - 2001
Dresdner Kleinwort 1997 - 1999
Duff & Phelps 1994 - 1996
Arthur Andersen 1991 - 1994
Skills
Investment Banking, Capital Markets, LBO, Financial Modeling, Valuation, Corporate Finance, Private Equity, Leveraged Finance, Equities, Portfolio Management, Financial Analysis, Credit Analysis, Due Diligence, Fixed Income, Structured Finance, Mergers & Acquisitions, Business Development, Global Relationship..., Corporate Banking
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance & Marketing
Michigan State University 1986 — 1990
BA, Accounting
HSBC 2013 - Present
BNP Paribas 2007 - 2012
JPMorgan 2003 - 2007
Madison Capital Funding 2002 - 2003
Banc of America Securities 1999 - 2001
Dresdner Kleinwort 1997 - 1999
Duff & Phelps 1994 - 1996
Arthur Andersen 1991 - 1994
Skills
Investment Banking, Capital Markets, LBO, Financial Modeling, Valuation, Corporate Finance, Private Equity, Leveraged Finance, Equities, Portfolio Management, Financial Analysis, Credit Analysis, Due Diligence, Fixed Income, Structured Finance, Mergers & Acquisitions, Business Development, Global Relationship..., Corporate Banking
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance & Marketing
Michigan State University 1986 — 1990
BA, Accounting
Ken Kramer's Banc of America Securities Experience May 2006 - February 2008
Job Portfolio Manager at Guggenheim Global Trading
Industry Financial Services
Experience
Guggenheim Global Trading, LLC April 2012 - Present
Banc of America Securities May 2006 - February 2008
Deutsche Bank November 1998 - January 2006
ITG June 1996 - November 1998
Morgan Stanley June 1989 - August 1995
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, Economics
Northwestern University 1983 — 1987
Bachelor of Science (BS), Industrial Engineering
Guggenheim Global Trading, LLC April 2012 - Present
Banc of America Securities May 2006 - February 2008
Deutsche Bank November 1998 - January 2006
ITG June 1996 - November 1998
Morgan Stanley June 1989 - August 1995
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, Economics
Northwestern University 1983 — 1987
Bachelor of Science (BS), Industrial Engineering
Craig Raysor, ITIL's Banc of America Securities Experience June 2006 - February 2008
Job Senior IT Project Manager at Jacobs Federal Network Systems
Industry Information Technology and Services
Experience
Jacobs FNS May 2015 - Present
Jacobs FNS January 2014 - May 2015
Morgan Stanley June 2010 - October 2012
USIS 2011 - 2012
RBS Securities September 2009 - June 2010
Foliofn March 2008 - April 2010
Walsh & Associates 2009 - 2010
Banc of America Securities June 2006 - February 2008
HSBC Securities 2003 - 2006
Nomura 2000 - 2002
Skills
Series 99, Account Management, Derivatives, Disaster Recovery, Equities, Financial Services, Fixed Income, Investment Banking, Management, Operations Management, Prime Brokerage, Process Improvement, Product Management, Program Management, Project Management, Securities, Series, Settlement
Education
Monroe College
Jacobs FNS May 2015 - Present
Jacobs FNS January 2014 - May 2015
Morgan Stanley June 2010 - October 2012
USIS 2011 - 2012
RBS Securities September 2009 - June 2010
Foliofn March 2008 - April 2010
Walsh & Associates 2009 - 2010
Banc of America Securities June 2006 - February 2008
HSBC Securities 2003 - 2006
Nomura 2000 - 2002
Skills
Series 99, Account Management, Derivatives, Disaster Recovery, Equities, Financial Services, Fixed Income, Investment Banking, Management, Operations Management, Prime Brokerage, Process Improvement, Product Management, Program Management, Project Management, Securities, Series, Settlement
Education
Monroe College
Jerry Liebelson's Banc of America Securities Experience June 2004 - April 2005
Job Reconfiguring Software Technologist
Industry Investment Management
Experience
JLWare Inc. January 2010 - Present
Nomura Securities Intl January 2009 - January 2010
Pallium Investment Management, LLC May 2003 - July 2008
Banc of America Securities June 2004 - April 2005
Lehman Brothers March 1998 - November 2002
Merrill Lynch 1997 - 1997
Morgan Stanley January 1991 - April 1995
Shearson Lehman Hutton October 1989 - January 1991
Drexel Burnham Lambert February 1985 - October 1989
Rockefeller University April 1982 - September 1984
Education
University of California, Berkeley 1977 — 1981
B.A., Chemistry
New York University 1984 — 1985
Diploma, Computer Programming
JLWare Inc. January 2010 - Present
Nomura Securities Intl January 2009 - January 2010
Pallium Investment Management, LLC May 2003 - July 2008
Banc of America Securities June 2004 - April 2005
Lehman Brothers March 1998 - November 2002
Merrill Lynch 1997 - 1997
Morgan Stanley January 1991 - April 1995
Shearson Lehman Hutton October 1989 - January 1991
Drexel Burnham Lambert February 1985 - October 1989
Rockefeller University April 1982 - September 1984
Education
University of California, Berkeley 1977 — 1981
B.A., Chemistry
New York University 1984 — 1985
Diploma, Computer Programming
Aaron Albright's Banc of America Securities Experience 2000 - 2008
Job BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch January 2009 - Present
Banc of America Securities 2000 - 2008
Education
Yale University - Yale School of Management 1997 — 1999
MBA
Middlebury College
BA
Merrill Lynch January 2009 - Present
Banc of America Securities 2000 - 2008
Education
Yale University - Yale School of Management 1997 — 1999
MBA
Middlebury College
BA
Stephan Bonaparte's Banc of America Securities Experience July 1999 - July 2001
Job Director at Avis Budget Group
Industry Retail
Experience
Avis Budget Group August 2004 - Present
Corporate Finance Consultant August 2001 - July 2004
Banc of America Securities July 1999 - July 2001
TIAA-CREF September 1994 - July 1997
Skills
Financial Analysis, Forecasting, Financial Modeling, Essbase, Strategic Planning, Valuation, Budgets, Financial Reporting, Finance, Process Improvement, Corporate Finance, Strategic Financial..., Accounting, Mergers, Due Diligence, Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
Morehouse College 1990 — 1994
BA, Mathematics
Avis Budget Group August 2004 - Present
Corporate Finance Consultant August 2001 - July 2004
Banc of America Securities July 1999 - July 2001
TIAA-CREF September 1994 - July 1997
Skills
Financial Analysis, Forecasting, Financial Modeling, Essbase, Strategic Planning, Valuation, Budgets, Financial Reporting, Finance, Process Improvement, Corporate Finance, Strategic Financial..., Accounting, Mergers, Due Diligence, Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
Morehouse College 1990 — 1994
BA, Mathematics
Frank Keane's Banc of America Securities Experience 2000 - 2003
Job Fiscal Agent, SBA 504 Program
Industry Financial Services
Experience
Eagle Compliance LLC May 2008 - Present
Stony Brook Group 2006 - 2008
Banc of America Securities 2000 - 2003
Merrill Lynch GSI March 1986 - March 1999
Skills
Trading, Compliance, Valuation, Capital Markets, Fixed Income, Internal Audit, Options, Finance, Securities, Hedge Funds, Derivatives, Financial Risk, Investments, Bonds, Financial Services, Management, Equities, Portfolio Management
Education
FINRA Instittue at Wharton 2008 — 2008
CRCP, Regulatory Compliance
New York University
BS, Economics
Seton Hall University
MA, Management
Eagle Compliance LLC May 2008 - Present
Stony Brook Group 2006 - 2008
Banc of America Securities 2000 - 2003
Merrill Lynch GSI March 1986 - March 1999
Skills
Trading, Compliance, Valuation, Capital Markets, Fixed Income, Internal Audit, Options, Finance, Securities, Hedge Funds, Derivatives, Financial Risk, Investments, Bonds, Financial Services, Management, Equities, Portfolio Management
Education
FINRA Instittue at Wharton 2008 — 2008
CRCP, Regulatory Compliance
New York University
BS, Economics
Seton Hall University
MA, Management
Thomas R. Rosen's Banc of America Securities Experience July 2000 - May 2008
Job Managing Director, Head of Power, Utilities, & Energy at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets November 2012 - Present
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) December 2011 - November 2012
Nomura Securities February 2010 - December 2011
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) January 2009 - February 2010
Barclays Capital July 2008 - January 2009
Banc of America Securities July 2000 - May 2008
Chase Manhattan/ Chase Securities - Now JP Morgan May 1987 - July 2000
Skills
Mergers, Recapitalizations, Divestitures, Renewable Energy, Investment Banking, Energy, Acquisitions, Capital Markets, Corporate Finance, Investments, Management, Mergers, Private Equity, Risk Management, Valuation, Venture Capital, Mergers & Acquisitions, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MS, Finance
University of Minnesota - Carlson School of Management 1980 — 1984
BS, Finance and Economics
Loop Capital Markets November 2012 - Present
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) December 2011 - November 2012
Nomura Securities February 2010 - December 2011
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) January 2009 - February 2010
Barclays Capital July 2008 - January 2009
Banc of America Securities July 2000 - May 2008
Chase Manhattan/ Chase Securities - Now JP Morgan May 1987 - July 2000
Skills
Mergers, Recapitalizations, Divestitures, Renewable Energy, Investment Banking, Energy, Acquisitions, Capital Markets, Corporate Finance, Investments, Management, Mergers, Private Equity, Risk Management, Valuation, Venture Capital, Mergers & Acquisitions, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MS, Finance
University of Minnesota - Carlson School of Management 1980 — 1984
BS, Finance and Economics
Bradley Dickman's Banc of America Securities Experience January 2004 - August 2005
Job Partner at Atlas Technology Group LLC
Industry Financial Services
Experience
Atlas Technology Group LLC 2011 - Present
Citi January 2007 - January 2009
Banc of America Securities January 2004 - August 2005
Banc of America Securities March 1998 - January 2004
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance, Strategy
McGill University 1986 — 1991
BSME, Engineering
Atlas Technology Group LLC 2011 - Present
Citi January 2007 - January 2009
Banc of America Securities January 2004 - August 2005
Banc of America Securities March 1998 - January 2004
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance, Strategy
McGill University 1986 — 1991
BSME, Engineering
Jacob Abraham's Banc of America Securities Experience 2003 - 2005
Job Global Head of Equities Data Management Technology, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Bank of America Merrill Lynch March 2005 - April 2014
Abraham Consulting, Inc January 1995 - December 2011
Banc of America Securities 2003 - 2005
Bloomberg LP 2003 - 2003
Deutsche Bank 1999 - 2003
Skills
Reference Data, Data Management, Capital Markets, Data Governance, Master Data Management, Data Integration, Investment Banking, IT Strategy, SOA, Equities, Application Architecture, Program Management, IT Governance, Derivatives, Data Quality, Corporate Actions, Bonds, Equity Trading, Financial Services, Sybase, Risk Management, Trading Systems, SDLC, Fixed Income, Commodity, Governance, Data Architecture, Electronic Trading, Prime Brokerage, Credit Derivatives, Business Analysis, Data Warehousing, Market Data, Enterprise Architecture, Requirements Gathering, Financial Markets, Middle Office, Low Latency, Equity Derivatives, Data Modeling, Structured Finance
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer & Information Science
University of Madras 1985 — 1989
B.E., Computer Science & Engineering
Deutsche Bank May 2014 - Present
Bank of America Merrill Lynch March 2005 - April 2014
Abraham Consulting, Inc January 1995 - December 2011
Banc of America Securities 2003 - 2005
Bloomberg LP 2003 - 2003
Deutsche Bank 1999 - 2003
Skills
Reference Data, Data Management, Capital Markets, Data Governance, Master Data Management, Data Integration, Investment Banking, IT Strategy, SOA, Equities, Application Architecture, Program Management, IT Governance, Derivatives, Data Quality, Corporate Actions, Bonds, Equity Trading, Financial Services, Sybase, Risk Management, Trading Systems, SDLC, Fixed Income, Commodity, Governance, Data Architecture, Electronic Trading, Prime Brokerage, Credit Derivatives, Business Analysis, Data Warehousing, Market Data, Enterprise Architecture, Requirements Gathering, Financial Markets, Middle Office, Low Latency, Equity Derivatives, Data Modeling, Structured Finance
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer & Information Science
University of Madras 1985 — 1989
B.E., Computer Science & Engineering
Jim Jeffries's Banc of America Securities Experience July 1996 - September 2004
Job at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2004 - Present
Wachovia September 2004 - December 2008
Banc of America Securities July 1996 - September 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
Mba, Finance
Miami University 1986 — 1990
BS Business, Marketing
Wells Fargo Securities 2004 - Present
Wachovia September 2004 - December 2008
Banc of America Securities July 1996 - September 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
Mba, Finance
Miami University 1986 — 1990
BS Business, Marketing
Brian Meehan's Banc of America Securities Experience June 2006 - April 2009
Job Managing Partner at OpenDoor Trading
Industry Financial Services
Experience
OpenDoor Trading June 2013 - Present
Jefferies & Company October 2009 - May 2012
Banc of America Securities June 2006 - April 2009
Fortress Investment Group March 2004 - May 2005
Strativarius June 2003 - March 2004
TUDOR INVESTMENT CORPORATION September 2001 - June 2003
Dai-Ichi Kangyo Bank November 1996 - September 2001
Moore Capital Management August 1994 - November 1996
Skills
Options, Fixed Income, Derivatives, Equities, Hedge Funds, Swaps, Interest Rate..., Trading Systems, Trading, FX Options, Capital Markets, Market Data, Market Risk
Education
Middlebury College 1989 — 1993
OpenDoor Trading June 2013 - Present
Jefferies & Company October 2009 - May 2012
Banc of America Securities June 2006 - April 2009
Fortress Investment Group March 2004 - May 2005
Strativarius June 2003 - March 2004
TUDOR INVESTMENT CORPORATION September 2001 - June 2003
Dai-Ichi Kangyo Bank November 1996 - September 2001
Moore Capital Management August 1994 - November 1996
Skills
Options, Fixed Income, Derivatives, Equities, Hedge Funds, Swaps, Interest Rate..., Trading Systems, Trading, FX Options, Capital Markets, Market Data, Market Risk
Education
Middlebury College 1989 — 1993
Elizabeth Veasey's Banc of America Securities Experience March 2006 - May 2009
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2009 - Present
Banc of America Securities March 2006 - May 2009
Banc of America Securities March 2006 - May 2009
Moody's Investors Service August 2001 - March 2006
Skills
Capital Markets, Credit, Public Finance, Investment Banking, Fixed Income, Bonds, Credit Analysis, Financial Modeling, Series 7, Financial Analysis, Banking, Series 63, Public Speaking, Non-profits, Higher Education
Education
New York University 1999 — 2001
MPA, Public Policy and Finance
Tufts University 1993 — 1997
BA, German
J.P. Morgan June 2009 - Present
Banc of America Securities March 2006 - May 2009
Banc of America Securities March 2006 - May 2009
Moody's Investors Service August 2001 - March 2006
Skills
Capital Markets, Credit, Public Finance, Investment Banking, Fixed Income, Bonds, Credit Analysis, Financial Modeling, Series 7, Financial Analysis, Banking, Series 63, Public Speaking, Non-profits, Higher Education
Education
New York University 1999 — 2001
MPA, Public Policy and Finance
Tufts University 1993 — 1997
BA, German
Erin Andrews's Banc of America Securities Experience 2003 - 2009
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald April 2011 - Present
Chapdelaine Credit Partners 2009 - April 2011
Banc of America Securities 2003 - 2009
Banc of America Securities July 1999 - January 2003
Skills
High Yield, Loans, Credit, Leveraged Finance, Fixed Income, Structured Finance, Equities, Securitization, Bloomberg, Bonds, Portfolio Management, Valuation, Emerging Markets, Financial Markets, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Securities, Syndications, CDS, Credit Risk, Financial Structuring, Financial Modeling, Credit Analysis, Series 7, Series 63, Corporate Finance, Alternative Investments, Loan Origination, Investments, Equity Derivatives, Private Equity, Derivatives, Options, Credit Derivatives, Trading, Structured Products
Education
New York University 1995 — 1999
BA, Double Major in Economics and French Literature
Cantor Fitzgerald April 2011 - Present
Chapdelaine Credit Partners 2009 - April 2011
Banc of America Securities 2003 - 2009
Banc of America Securities July 1999 - January 2003
Skills
High Yield, Loans, Credit, Leveraged Finance, Fixed Income, Structured Finance, Equities, Securitization, Bloomberg, Bonds, Portfolio Management, Valuation, Emerging Markets, Financial Markets, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Securities, Syndications, CDS, Credit Risk, Financial Structuring, Financial Modeling, Credit Analysis, Series 7, Series 63, Corporate Finance, Alternative Investments, Loan Origination, Investments, Equity Derivatives, Private Equity, Derivatives, Options, Credit Derivatives, Trading, Structured Products
Education
New York University 1995 — 1999
BA, Double Major in Economics and French Literature
Roland Telfeyan's Banc of America Securities Experience January 2000 - August 2007
Job Managing Partner at MBSRISK™ LLC
Industry Financial Services
Experience
MBSRISK™ LLC September 2007 - Present
Banc of America Securities January 2000 - August 2007
Banc of America Securities April 1996 - December 1999
Skills
Trading, Structured Products, Management, Portfolio Management, Investments, Residential Mortgages, Loans, Banking, CMBS, ABS, Trading Systems, Valuation
Education
University of Michigan 1993 — 1996
Systems Researcher, EECS
University of Michigan 1990 — 1992
PhD Study, Music Theory/EECS
University of Michigan 1988 — 1990
MM, Music Theory/EECS
Northwestern University 1984 — 1988
BM, Music Theory/EECS
Northwestern University 1980 — 1984
BA, Math/Physics
MBSRISK™ LLC September 2007 - Present
Banc of America Securities January 2000 - August 2007
Banc of America Securities April 1996 - December 1999
Skills
Trading, Structured Products, Management, Portfolio Management, Investments, Residential Mortgages, Loans, Banking, CMBS, ABS, Trading Systems, Valuation
Education
University of Michigan 1993 — 1996
Systems Researcher, EECS
University of Michigan 1990 — 1992
PhD Study, Music Theory/EECS
University of Michigan 1988 — 1990
MM, Music Theory/EECS
Northwestern University 1984 — 1988
BM, Music Theory/EECS
Northwestern University 1980 — 1984
BA, Math/Physics
Christopher Loudon's Banc of America Securities Experience August 1999 - November 2002
Job Director Head of Structured Solutions Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Bank 2011 - Present
CMIT Solutions of Manhattan 2009 - 2011
BNP Paribas June 2007 - January 2009
Merrill Lynch August 2003 - June 2007
Banc of America Securities August 1999 - November 2002
JP Morgan June 1996 - August 1999
Skills
Strategy, Vendor Management, Equity Derivatives, Equities, Financial Services, Hedge Funds, Capital Markets, Operational Risk..., ABS, Small Business, Structured Products, Exotic Derivatives, Asset Management, Fixed Income, New Business Development, Information Technology, Derivatives, Credit Derivatives, Investment Banking, Options, Trading Systems, Structured Finance
Education
Middlebury College 1992 — 1996
BA, Economics & Math/Computer Science
Deutsche Bank 2011 - Present
CMIT Solutions of Manhattan 2009 - 2011
BNP Paribas June 2007 - January 2009
Merrill Lynch August 2003 - June 2007
Banc of America Securities August 1999 - November 2002
JP Morgan June 1996 - August 1999
Skills
Strategy, Vendor Management, Equity Derivatives, Equities, Financial Services, Hedge Funds, Capital Markets, Operational Risk..., ABS, Small Business, Structured Products, Exotic Derivatives, Asset Management, Fixed Income, New Business Development, Information Technology, Derivatives, Credit Derivatives, Investment Banking, Options, Trading Systems, Structured Finance
Education
Middlebury College 1992 — 1996
BA, Economics & Math/Computer Science
Reading Wilson, CFA's Banc of America Securities Experience March 1998 - January 2001
Job Vice President at River Capital Advisors
Industry Investment Management
Experience
River Capital Advisors June 2008 - Present
Atlantic Trust Private Wealth Management March 2002 - May 2008
Banc of America Securities March 1998 - January 2001
First Union Securities January 1995 - February 1998
Kidder Peabody June 1986 - December 1994
Education
Northwestern University 1982 — 1986
BA, Economics
River Capital Advisors June 2008 - Present
Atlantic Trust Private Wealth Management March 2002 - May 2008
Banc of America Securities March 1998 - January 2001
First Union Securities January 1995 - February 1998
Kidder Peabody June 1986 - December 1994
Education
Northwestern University 1982 — 1986
BA, Economics
Rob DesMarais's Banc of America Securities Experience May 2000 - April 2005
Job Managing Director at Swander Pace Capital
Industry Venture Capital & Private Equity
Experience
Swander Pace Capital May 2005 - Present
Banc of America Securities May 2000 - April 2005
Deutsche Banc. Alex Brown January 1999 - May 2000
Sara Lee Corporation September 1993 - December 1998
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Marketing & Finance
Michigan State University 1989 — 1993
BA, Accounting
Swander Pace Capital May 2005 - Present
Banc of America Securities May 2000 - April 2005
Deutsche Banc. Alex Brown January 1999 - May 2000
Sara Lee Corporation September 1993 - December 1998
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Marketing & Finance
Michigan State University 1989 — 1993
BA, Accounting
(Paul) Scott Nagelson's Banc of America Securities Experience 2001 - 2009
Job Managing Director
Industry Investment Banking
Experience
U.S. Bancorp May 2015 - Present
US Bank 2011 - May 2015
Jefferies & Company April 2000 - June 2011
Banc of America Securities 2001 - 2009
Education
Miami University 1976 — 1980
B.S.
U.S. Bancorp May 2015 - Present
US Bank 2011 - May 2015
Jefferies & Company April 2000 - June 2011
Banc of America Securities 2001 - 2009
Education
Miami University 1976 — 1980
B.S.
Ahmad Siddiqi's Banc of America Securities Experience April 2004 - June 2006
Job Vice President at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management January 2010 - Present
SAC Capital September 2009 - December 2009
SAC Capital Advisors July 2006 - August 2009
Dollar Thrifty Automotive Group June 2006 - August 2006
Banc of America Securities April 2004 - June 2006
Skills
ASP.NET, C#, Trading, WPF, WCF, Design Patterns, Bonds, HTML, F#, SQL, Oracle Coherence, HTML 5, JavaScript, Microsoft SQL Server, Python, ASP.NET MVC, Agile Methodologies, Hedge Funds, SDLC, Equities, Software Design, Trading Systems
Education
The University of Connecticut School of Business 2011 — 2017
MBA, Finance
West Virginia University Institute of Technology 2001 — 2003
BE, Electrical Engineering
National University of Science and Technology 1999 — 2001
BE, Electrical Engineering
Point72 Asset Management January 2010 - Present
SAC Capital September 2009 - December 2009
SAC Capital Advisors July 2006 - August 2009
Dollar Thrifty Automotive Group June 2006 - August 2006
Banc of America Securities April 2004 - June 2006
Skills
ASP.NET, C#, Trading, WPF, WCF, Design Patterns, Bonds, HTML, F#, SQL, Oracle Coherence, HTML 5, JavaScript, Microsoft SQL Server, Python, ASP.NET MVC, Agile Methodologies, Hedge Funds, SDLC, Equities, Software Design, Trading Systems
Education
The University of Connecticut School of Business 2011 — 2017
MBA, Finance
West Virginia University Institute of Technology 2001 — 2003
BE, Electrical Engineering
National University of Science and Technology 1999 — 2001
BE, Electrical Engineering
Ross Painter's Banc of America Securities Experience 1992 - 2001
Job Managing Director / EVP at Regions Bank Retired
Industry Financial Services
Experience
Retired July 2013 - Present
Regions Bank 2003 - July 2013
Bank of America / Banc of America Securities 1983 - 2003
Banc of America Securities 1992 - 2001
Skills
Commercial Lending, Loans, Commercial Mortgages, Portfolio Management, Real Estate Economics, Credit Analysis, Credit, Loan Origination, Capital Markets, Restructuring, Structured Finance, Real Estate Development, Underwriting, Financial Structuring, Financial Analysis
Education
Mercer University 1966 — 1970
Bachelor's degree, Economics
W.F. Dykes High School 1964 — 1966
Retired July 2013 - Present
Regions Bank 2003 - July 2013
Bank of America / Banc of America Securities 1983 - 2003
Banc of America Securities 1992 - 2001
Skills
Commercial Lending, Loans, Commercial Mortgages, Portfolio Management, Real Estate Economics, Credit Analysis, Credit, Loan Origination, Capital Markets, Restructuring, Structured Finance, Real Estate Development, Underwriting, Financial Structuring, Financial Analysis
Education
Mercer University 1966 — 1970
Bachelor's degree, Economics
W.F. Dykes High School 1964 — 1966
Stuart Meher's Banc of America Securities Experience June 1999 - November 2005
Job Executive Director at Rabobank
Industry Financial Services
Experience
Rabobank June 2010 - Present
HSBC Securities (USA) Inc. April 2006 - August 2009
Banc of America Securities June 1999 - November 2005
BNP Paribas April 1995 - April 1999
PaineWebber May 1990 - April 1995
Drexel Burnham Lambert May 1981 - February 1990
Skills
Risk Management, Management, Financial Services, Capital Markets, Training, Banking, Financial Risk, Equities, Quality Assurance, Leadership, Securities, AML, Investments, Series 7, Investment Banking, Alternative Investments, Fixed Income, Financial Markets, Trading, Policy, Derivatives, Financial Analysis, Corporate Finance, Finance, Wealth Management
Education
Montclair State University 1973 — 1977
BA, Communication Sciences and Disorders
Rabobank June 2010 - Present
HSBC Securities (USA) Inc. April 2006 - August 2009
Banc of America Securities June 1999 - November 2005
BNP Paribas April 1995 - April 1999
PaineWebber May 1990 - April 1995
Drexel Burnham Lambert May 1981 - February 1990
Skills
Risk Management, Management, Financial Services, Capital Markets, Training, Banking, Financial Risk, Equities, Quality Assurance, Leadership, Securities, AML, Investments, Series 7, Investment Banking, Alternative Investments, Fixed Income, Financial Markets, Trading, Policy, Derivatives, Financial Analysis, Corporate Finance, Finance, Wealth Management
Education
Montclair State University 1973 — 1977
BA, Communication Sciences and Disorders
Leon Gilkes's Banc of America Securities Experience 2003 - 2006
Job Senior Data and Voice Engineer
Industry Investment Banking
Experience
Goldman Sachs August 2006 - Present
Banc of America Securities 2003 - 2006
Shearman & Sterling LLP 2002 - 2005
Morgan Stanley June 2001 - 2003
Global Crossing January 2001 - October 2001
Bear Stearns 1998 - 2000
Education
New York University - Polytechnic School of Engineering 1994 — 1997
B.S, Electrical Engineering
Goldman Sachs August 2006 - Present
Banc of America Securities 2003 - 2006
Shearman & Sterling LLP 2002 - 2005
Morgan Stanley June 2001 - 2003
Global Crossing January 2001 - October 2001
Bear Stearns 1998 - 2000
Education
New York University - Polytechnic School of Engineering 1994 — 1997
B.S, Electrical Engineering
Afolabi Abinusawa's Banc of America Securities Experience July 2006 - July 2007
Job Programmer at International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation July 2010 - Present
JP Morgan Chase 2007 - 2008
Banc of America Securities July 2006 - July 2007
UBS Investment Bank April 2004 - April 2006
Education
Michigan State University 1992 — 1994
MS, Food Science
University of Ibadan 1986 — 1989
Bachelor’s Degree, Biochemistry
IFC - International Finance Corporation July 2010 - Present
JP Morgan Chase 2007 - 2008
Banc of America Securities July 2006 - July 2007
UBS Investment Bank April 2004 - April 2006
Education
Michigan State University 1992 — 1994
MS, Food Science
University of Ibadan 1986 — 1989
Bachelor’s Degree, Biochemistry
Arlene Shivdhan-Mohan's Banc of America Securities Experience January 2002 - Present
Job Vice President at Bank of America
Industry Investment Banking
Experience
Banc of America Securities January 2002 - Present
Paine Webber June 1999 - January 2001
JP Morgan Chase January 1996 - June 1999
MetLife July 1988 - January 1996
Skills
Sybase, SDLC, Databases, Vendor Management
Education
Saint John's University 1993 — 1995
MBA, Computer Info. Systems
Monmouth University 1984 — 1988
B.S, Computer Science
Banc of America Securities January 2002 - Present
Paine Webber June 1999 - January 2001
JP Morgan Chase January 1996 - June 1999
MetLife July 1988 - January 1996
Skills
Sybase, SDLC, Databases, Vendor Management
Education
Saint John's University 1993 — 1995
MBA, Computer Info. Systems
Monmouth University 1984 — 1988
B.S, Computer Science
Robert D. Long's Banc of America Securities Experience January 1996 - January 2000
Job Managing Principal at GarMark Partners
Industry Investment Management
Experience
GarMark Partners November 2013 - Present
Webster Capital September 2011 - Present
Industrial Color Brands July 2012 - Present
Best Friends Pet Care April 2013 - September 2014
Ares Management 2009 - 2010
Allied Capital January 2002 - September 2009
Banc of America Securities January 1996 - January 2000
Credit Suisse 1978 - 1992
Skills
Private Equity, Asset Management, Capital Markets, Asset Managment, Investment Banking, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Mergers & Acquisitions, LBO, Equities, Venture Capital, Private Placements, Leveraged Finance
Education
McGill University 1974 — 1978
BA, Honors Economics, Economics
McGill University 1974 — 1977
BA, Honors, Economics
GarMark Partners November 2013 - Present
Webster Capital September 2011 - Present
Industrial Color Brands July 2012 - Present
Best Friends Pet Care April 2013 - September 2014
Ares Management 2009 - 2010
Allied Capital January 2002 - September 2009
Banc of America Securities January 1996 - January 2000
Credit Suisse 1978 - 1992
Skills
Private Equity, Asset Management, Capital Markets, Asset Managment, Investment Banking, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Mergers & Acquisitions, LBO, Equities, Venture Capital, Private Placements, Leveraged Finance
Education
McGill University 1974 — 1978
BA, Honors Economics, Economics
McGill University 1974 — 1977
BA, Honors, Economics
Tamara Kravec's Banc of America Securities Experience May 2000 - July 2008
Job Managing Director, Equity Analyst at Nuveen Investments
Industry Financial Services
Experience
NWQ Investment Management, Nuveen Investments August 2008 - Present
Banc of America Securities May 2000 - July 2008
Morgan Stanley January 1997 - May 2000
CS First Boston June 1992 - January 1997
Skills
Mutual Funds, Separately Managed..., Investments, Wealth Management, Equities, Asset Managment, Portfolio Management, Investment Advisory, Closed-end Funds, Asset Management, Equity Research, Investment Management, Investment Strategies, Equity Valuation, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Accounting and Finance
Miami University 1988 — 1992
Bachelor of Science (B.S.), Economics
NWQ Investment Management, Nuveen Investments August 2008 - Present
Banc of America Securities May 2000 - July 2008
Morgan Stanley January 1997 - May 2000
CS First Boston June 1992 - January 1997
Skills
Mutual Funds, Separately Managed..., Investments, Wealth Management, Equities, Asset Managment, Portfolio Management, Investment Advisory, Closed-end Funds, Asset Management, Equity Research, Investment Management, Investment Strategies, Equity Valuation, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Accounting and Finance
Miami University 1988 — 1992
Bachelor of Science (B.S.), Economics
Fahd Basir's Banc of America Securities Experience 2004 - 2006
Job Distressed Credit
Industry Investment Management
Experience
25 Capital Partners October 2013 - Present
Atlantic Asset Management April 2009 - October 2013
UBS 2006 - 2008
Banc of America Securities 2004 - 2006
Skills
High Yield, Capital Markets, Financial Modeling, Fixed Income, Valuation, Hedge Funds, Structured Finance, Financial Structuring, Portfolio Management, Financial Risk, Emerging Markets, Private Equity, Finance, Asset Management
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
KGS
25 Capital Partners October 2013 - Present
Atlantic Asset Management April 2009 - October 2013
UBS 2006 - 2008
Banc of America Securities 2004 - 2006
Skills
High Yield, Capital Markets, Financial Modeling, Fixed Income, Valuation, Hedge Funds, Structured Finance, Financial Structuring, Portfolio Management, Financial Risk, Emerging Markets, Private Equity, Finance, Asset Management
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
KGS
Eileen Ledwith's Banc of America Securities Experience May 2006 - April 2007
Job Assistant to Investment Team at Fir Tree Partners
Industry Financial Services
Experience
Fir Tree Partners April 2012 - Present
Mediabrands January 2011 - May 2011
Joele Frank, Wilkinson Brimmer Katcher July 2007 - November 2010
Banc of America Securities May 2006 - April 2007
ING Investment Management November 2000 - October 2003
Moore Capital Management January 1998 - November 2000
Salomon Brothers January 1991 - January 1998
Education
New York University 1985 — 1988
B.A., English
UCLA 1980 — 1983
English B.A.
Fir Tree Partners April 2012 - Present
Mediabrands January 2011 - May 2011
Joele Frank, Wilkinson Brimmer Katcher July 2007 - November 2010
Banc of America Securities May 2006 - April 2007
ING Investment Management November 2000 - October 2003
Moore Capital Management January 1998 - November 2000
Salomon Brothers January 1991 - January 1998
Education
New York University 1985 — 1988
B.A., English
UCLA 1980 — 1983
English B.A.
Rob Sykes's Banc of America Securities Experience June 2007 - April 2009
Job Compliance Executive at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. March 2011 - Present
Ally Financial Inc. June 2007 - April 2009
Banc of America Securities June 2007 - April 2009
Bank of America May 2004 - June 2007
Bank of America December 2003 - May 2004
Bank of America July 2001 - December 2003
BlackRock (formerly Barclays Global Investors) September 1999 - July 2001
Pacific Gas and Electric Company July 1998 - September 1999
Education
Miami University
Ally Financial Inc. March 2011 - Present
Ally Financial Inc. June 2007 - April 2009
Banc of America Securities June 2007 - April 2009
Bank of America May 2004 - June 2007
Bank of America December 2003 - May 2004
Bank of America July 2001 - December 2003
BlackRock (formerly Barclays Global Investors) September 1999 - July 2001
Pacific Gas and Electric Company July 1998 - September 1999
Education
Miami University
Richard Cabanding's Banc of America Securities Experience 1999 - 2003
Job Systems Administrator at RelayHealth/McKesson
Industry Telecommunications
Experience
RelayHealth 2014 - Present
Edmodo August 2013 - September 2014
Stoke November 2010 - August 2013
Crump Insurance August 2006 - June 2010
Mills Peninsula Medical Group April 2006 - August 2006
Informatica 2003 - 2006
DRIVER ALLIANT INSURANCE SERVICES CORP. 2000 - 2003
Banc of America Securities 1999 - 2003
Sedgwick James 1994 - 1999
Skills
Security, Operating Systems, Business Continuity, Disaster Recovery, Project Planning, Computer Hardware, Computer Repair, Computer Maintenance, Windows Server, Servers, Server Administration, Blackberry Enterprise..., Microsoft Office, Microsoft Exchange, Microsoft Office 2007, Information Technology, Desktop Administration, iPhone Support, Macintosh hardware, Mac OS X, Dell PowerEdge Servers, Spiceworks, NetApp Filers, VMware Workstation, VirtualBox, iPad, HP Proliant, Symantec Endpoint..., Symantec Backup, OS X, Active Directory, DHCP, Hardware, Help Desk Support, Technical Support, Troubleshooting, Linux, IT Operations
Education
Mission College 2012 — 2013
Computer and Information Sciences and Support Services
San Diego State University-California State University 1990 — 1992
Loyola High School 1986 — 1990
General College Preparatory
St. Paul 1984 — 1986
General Education, 7th / 8th
Cahuenga Elementary School - Los Angeles, California - CA
General Education
Mission College
RelayHealth 2014 - Present
Edmodo August 2013 - September 2014
Stoke November 2010 - August 2013
Crump Insurance August 2006 - June 2010
Mills Peninsula Medical Group April 2006 - August 2006
Informatica 2003 - 2006
DRIVER ALLIANT INSURANCE SERVICES CORP. 2000 - 2003
Banc of America Securities 1999 - 2003
Sedgwick James 1994 - 1999
Skills
Security, Operating Systems, Business Continuity, Disaster Recovery, Project Planning, Computer Hardware, Computer Repair, Computer Maintenance, Windows Server, Servers, Server Administration, Blackberry Enterprise..., Microsoft Office, Microsoft Exchange, Microsoft Office 2007, Information Technology, Desktop Administration, iPhone Support, Macintosh hardware, Mac OS X, Dell PowerEdge Servers, Spiceworks, NetApp Filers, VMware Workstation, VirtualBox, iPad, HP Proliant, Symantec Endpoint..., Symantec Backup, OS X, Active Directory, DHCP, Hardware, Help Desk Support, Technical Support, Troubleshooting, Linux, IT Operations
Education
Mission College 2012 — 2013
Computer and Information Sciences and Support Services
San Diego State University-California State University 1990 — 1992
Loyola High School 1986 — 1990
General College Preparatory
St. Paul 1984 — 1986
General Education, 7th / 8th
Cahuenga Elementary School - Los Angeles, California - CA
General Education
Mission College
Jason Fabro's Banc of America Securities Experience June 2005 - April 2009
Job Director Sales Securitized Products MBS/CMBS/ABS at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2009 - Present
Banc of America Securities June 2005 - April 2009
Canadian Aviation Electronics 1997 - 2000
Skills
Capital Markets, Trading Systems, Financial Modeling, Valuation, Market Data, Trading, Derivatives, Structured Products, Fixed Income, Analysis, Banking
Education
Wharton Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
McGill University
Bachelor of Engineering (BEng), Mechanical Engineering / Minor in Management
Deutsche Bank May 2009 - Present
Banc of America Securities June 2005 - April 2009
Canadian Aviation Electronics 1997 - 2000
Skills
Capital Markets, Trading Systems, Financial Modeling, Valuation, Market Data, Trading, Derivatives, Structured Products, Fixed Income, Analysis, Banking
Education
Wharton Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
McGill University
Bachelor of Engineering (BEng), Mechanical Engineering / Minor in Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS