Banc of America Securities
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, New York, United States Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
Banc of America Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Banc of America Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Banc of America Securities Employees
Employee
Years
Job
Industry
Murali Vankadhara Murali Vankadhara's Banc of America Securities Experience 2003 - 2007
Job DBA Team Manager at Bank Of America
Industry Banking
Experience
Bank of America August 2014 - Present
Bank Of America June 2003 - Present
Rider University 2011 - 2012
Banc of America Securities 2003 - 2007
Credit Suisse January 2001 - June 2003
Prudentinal October 1998 - December 2000
Cendant September 1997 - September 1998
Skills
Fixed Income, Sybase, Oracle
Education
Rider University 2011 — 2013
Master of Business Administration (M.B.A.)
Bacherlors in Science
Bank of America August 2014 - Present
Bank Of America June 2003 - Present
Rider University 2011 - 2012
Banc of America Securities 2003 - 2007
Credit Suisse January 2001 - June 2003
Prudentinal October 1998 - December 2000
Cendant September 1997 - September 1998
Skills
Fixed Income, Sybase, Oracle
Education
Rider University 2011 — 2013
Master of Business Administration (M.B.A.)
Bacherlors in Science
Justin Courtney Justin Courtney's Banc of America Securities Experience June 1997 - May 2001
Job Managing Director, Stephens Inc. Investment Bankers
Industry Financial Services
Experience
Stephens Inc. June 2005 - Present
Matrix Capital Markets Group May 2001 - May 2005
Banc of America Securities June 1997 - May 2001
Education
Oklahoma State University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, Accounting
Stephens Inc. June 2005 - Present
Matrix Capital Markets Group May 2001 - May 2005
Banc of America Securities June 1997 - May 2001
Education
Oklahoma State University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, Accounting
Andrew C. Haak's Banc of America Securities Experience January 2008 - July 2008
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank March 2012 - Present
Federal Home Loan Bank of Chicago August 2010 - March 2012
US Bank September 2008 - June 2010
Banc of America Securities January 2008 - July 2008
LaSalle Bank January 2002 - December 2007
ABN AMRO Bank N.V., Chicago October 1989 - December 2001
ABN AMRO 1989 - 2001
ABN Bank N.V., Antwerp, Belgium 1986 - 1989
ABN Bank N.V., Singapore 1982 - 1986
Algemene Bank Nederland N.V., New York May 1979 - September 1982
Skills
Commercial Banking, Credit Analysis, Banking, Credit Risk, Credit, Risk Management, Financial Analysis, Commercial Lending, New Business Development, Capital Markets, Financial Risk, Insurance, Management, Portfolio Management
Education
The University of Georgia 1976 — 1977
MBA
Nyenrode Business Universiteit 1973 — 1976
BBA
The PrivateBank March 2012 - Present
Federal Home Loan Bank of Chicago August 2010 - March 2012
US Bank September 2008 - June 2010
Banc of America Securities January 2008 - July 2008
LaSalle Bank January 2002 - December 2007
ABN AMRO Bank N.V., Chicago October 1989 - December 2001
ABN AMRO 1989 - 2001
ABN Bank N.V., Antwerp, Belgium 1986 - 1989
ABN Bank N.V., Singapore 1982 - 1986
Algemene Bank Nederland N.V., New York May 1979 - September 1982
Skills
Commercial Banking, Credit Analysis, Banking, Credit Risk, Credit, Risk Management, Financial Analysis, Commercial Lending, New Business Development, Capital Markets, Financial Risk, Insurance, Management, Portfolio Management
Education
The University of Georgia 1976 — 1977
MBA
Nyenrode Business Universiteit 1973 — 1976
BBA
Tony Mai's Banc of America Securities Experience 1996 - 1998
Job Cofounder & CEO at OurTeam
Industry Sports
Experience
OurTeam Inc. June 2013 - Present
Pie Digital October 2008 - May 2013
Judo Systems January 2006 - October 2008
Pacific Exchange (acquired by Arca in 2005, then merged with NYSE in 2006) June 2002 - January 2006
Yipes June 2000 - June 2002
Visa 1998 - June 2000
Charles Schwab 1998 - 1999
Banc of America Securities 1996 - 1998
Bank of America 1991 - 1996
Skills
Start-ups, Cloud Computing, Fixed Income, Trading Systems, SaaS, Product Management, Mobile Applications, Web Applications, Options, Java Enterprise Edition, Software Development, Networking, Hibernate, Trading, Web Services, Databases, JBoss Application Server, Architecture, Agile Methodologies, Enterprise Software, Integration, .NET, REST, Scrum, Agile Project Management, Distributed Systems, Architectures
Education
Purdue University 1987 — 1991
BS
Arsenal Technical High School 1985 — 1987
OurTeam Inc. June 2013 - Present
Pie Digital October 2008 - May 2013
Judo Systems January 2006 - October 2008
Pacific Exchange (acquired by Arca in 2005, then merged with NYSE in 2006) June 2002 - January 2006
Yipes June 2000 - June 2002
Visa 1998 - June 2000
Charles Schwab 1998 - 1999
Banc of America Securities 1996 - 1998
Bank of America 1991 - 1996
Skills
Start-ups, Cloud Computing, Fixed Income, Trading Systems, SaaS, Product Management, Mobile Applications, Web Applications, Options, Java Enterprise Edition, Software Development, Networking, Hibernate, Trading, Web Services, Databases, JBoss Application Server, Architecture, Agile Methodologies, Enterprise Software, Integration, .NET, REST, Scrum, Agile Project Management, Distributed Systems, Architectures
Education
Purdue University 1987 — 1991
BS
Arsenal Technical High School 1985 — 1987
Jim McKenna Jim McKenna's Banc of America Securities Experience March 2004 - April 2005
Job Managing Director Product Management at State Street Alternative Investment Solutions (InfraHedge)
Industry Investment Management
Experience
State Street Alternative Investment Solutions September 2015 - Present
III Advisors LLC August 2014 - January 2015
HedgeMark Advisors LLC September 2011 - May 2014
Bank of New York Mellon June 2009 - September 2011
Société Générale (SGCIB) Americas October 2008 - February 2009
Société Générale (SGCIB) UK August 2007 - October 2008
Société Générale / Lyxor Asset Management (Paris/London) January 2006 - August 2007
Société Générale Americas / Lyxor Asset Management April 2005 - February 2006
Banc of America Securities March 2004 - April 2005
BNP Paribas July 2003 - March 2004
Skills
Hedge Funds, Alternative Investments, Equity Derivatives, Capital Markets, Derivatives, Structured Products, Portfolio Management, Asset Managment, Options, Hedging, Investments, Investment Strategies, Risk Management, Asset Management, Relationship Management, Financial Markets, Finance, Investment Management, Financial Risk, Asset Allocation, Investment Banking, Fund Of Funds, Mutual Funds, Equities, Financial Services, Wealth Management
Education
Penn State University 1992 — 1997
Bachelor of Science (BSc), Economics
State Street Alternative Investment Solutions September 2015 - Present
III Advisors LLC August 2014 - January 2015
HedgeMark Advisors LLC September 2011 - May 2014
Bank of New York Mellon June 2009 - September 2011
Société Générale (SGCIB) Americas October 2008 - February 2009
Société Générale (SGCIB) UK August 2007 - October 2008
Société Générale / Lyxor Asset Management (Paris/London) January 2006 - August 2007
Société Générale Americas / Lyxor Asset Management April 2005 - February 2006
Banc of America Securities March 2004 - April 2005
BNP Paribas July 2003 - March 2004
Skills
Hedge Funds, Alternative Investments, Equity Derivatives, Capital Markets, Derivatives, Structured Products, Portfolio Management, Asset Managment, Options, Hedging, Investments, Investment Strategies, Risk Management, Asset Management, Relationship Management, Financial Markets, Finance, Investment Management, Financial Risk, Asset Allocation, Investment Banking, Fund Of Funds, Mutual Funds, Equities, Financial Services, Wealth Management
Education
Penn State University 1992 — 1997
Bachelor of Science (BSc), Economics
Alberto Ng Alberto Ng's Banc of America Securities Experience October 2005 - June 2007
Job Project Manager
Industry Information Technology and Services
Experience
Star 88 Enterprises Ltd. October 2010 - Present
Bank of America March 2010 - October 2010
Deloitte October 2009 - March 2010
JPMorgan Chase & Co. June 2007 - September 2009
Banc of America Securities October 2005 - June 2007
Standard & Poor's February 2005 - October 2005
Skills
Scrum, Kanban, SDLC, Six Sigma, Project Management, MS Project, Microsoft Excel, SQL, Unix, Linux, Java, PMP, Visio, Access
Education
Rensselaer Polytechnic Institute 1989 — 1994
Bachelors, Computer Science
Star 88 Enterprises Ltd. October 2010 - Present
Bank of America March 2010 - October 2010
Deloitte October 2009 - March 2010
JPMorgan Chase & Co. June 2007 - September 2009
Banc of America Securities October 2005 - June 2007
Standard & Poor's February 2005 - October 2005
Skills
Scrum, Kanban, SDLC, Six Sigma, Project Management, MS Project, Microsoft Excel, SQL, Unix, Linux, Java, PMP, Visio, Access
Education
Rensselaer Polytechnic Institute 1989 — 1994
Bachelors, Computer Science
Charles Wood Charles Wood's Banc of America Securities Experience June 2006 - August 2006
Job Director, Finance Strategic Planning at Electronic Arts (EA)
Industry Computer Games
Experience
Electronic Arts (EA) April 2014 - Present
Princeton Club of Northern California August 2014 - Present
Electronic Arts (EA) April 2011 - March 2014
AT&T August 2007 - April 2011
Los Angeles County Fire Department 2005 - 2008
Banc of America Securities June 2006 - August 2006
C. E. Peterson & Company July 2002 - August 2005
PricewaterhouseCoopers October 2000 - July 2002
Crescenta-Canada Family YMCA 1994 - 1999
Skills
Mergers, Corporate Development, Valuation, Analytics, Mergers & Acquisitions, Financial Modeling, Due Diligence, Portfolio Management, Investments, Finance, Investment Banking, Start-ups, Analysis, Strategy, Financial Analysis, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
Princeton University 1996 — 2000
AB
Loyola High School 1992 — 1996
Electronic Arts (EA) April 2014 - Present
Princeton Club of Northern California August 2014 - Present
Electronic Arts (EA) April 2011 - March 2014
AT&T August 2007 - April 2011
Los Angeles County Fire Department 2005 - 2008
Banc of America Securities June 2006 - August 2006
C. E. Peterson & Company July 2002 - August 2005
PricewaterhouseCoopers October 2000 - July 2002
Crescenta-Canada Family YMCA 1994 - 1999
Skills
Mergers, Corporate Development, Valuation, Analytics, Mergers & Acquisitions, Financial Modeling, Due Diligence, Portfolio Management, Investments, Finance, Investment Banking, Start-ups, Analysis, Strategy, Financial Analysis, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
Princeton University 1996 — 2000
AB
Loyola High School 1992 — 1996
Kristina Pearce, CFA Kristina Pearce, CFA's Banc of America Securities Experience 1998 - 2000
Job Investment Industry Recruiter
Industry Staffing and Recruiting
Experience
Bay Street Search January 2012 - Present
workharmony 2008 - 2012
Goodwood Asset Management 2002 - 2003
Banc of America Securities 1998 - 2000
Bank of Montreal 1992 - 1997
Education
Queen's University 1988 — 1992
BCom
Chartered Financial Analyst (CFA) Designation
Bay Street Search January 2012 - Present
workharmony 2008 - 2012
Goodwood Asset Management 2002 - 2003
Banc of America Securities 1998 - 2000
Bank of Montreal 1992 - 1997
Education
Queen's University 1988 — 1992
BCom
Chartered Financial Analyst (CFA) Designation
William Leamon William Leamon's Banc of America Securities Experience 2000 - 2007
Job Sales Representative at Naam Yoga® Therapies
Industry Health, Wellness and Fitness
Experience
Naam Yoga Los Angeles February 2012 - Present
Naam Yoga® Therapies December 2011 - Present
Lovethroughwisdom.com April 2012 - July 2013
Universal Force Healing Center Inc. October 2009 - August 2010
Bay Harbour Management October 2008 - July 2009
Sandelman Partners February 2007 - September 2008
Banc of America Securities 2000 - 2007
Skills
Asset Managment, Financial Modeling, Capital Markets, Real Estate Economics, Asset Management, Equities, Valuation, Investments, Underwriting, Private Equity, Portfolio Management, Structured Finance, Due Diligence, Alternative Investments, Financial Structuring, Universal Kabbalah..., Personal Finance Advisor, Harmonyum® Practitioner, Naam Yoga® Teacher, Sales Representative, Loans, Sales, Finance, Financial Analysis
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Real Estate and Insurance
Naam Yoga Los Angeles February 2012 - Present
Naam Yoga® Therapies December 2011 - Present
Lovethroughwisdom.com April 2012 - July 2013
Universal Force Healing Center Inc. October 2009 - August 2010
Bay Harbour Management October 2008 - July 2009
Sandelman Partners February 2007 - September 2008
Banc of America Securities 2000 - 2007
Skills
Asset Managment, Financial Modeling, Capital Markets, Real Estate Economics, Asset Management, Equities, Valuation, Investments, Underwriting, Private Equity, Portfolio Management, Structured Finance, Due Diligence, Alternative Investments, Financial Structuring, Universal Kabbalah..., Personal Finance Advisor, Harmonyum® Practitioner, Naam Yoga® Teacher, Sales Representative, Loans, Sales, Finance, Financial Analysis
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Real Estate and Insurance
Camilla Field's Banc of America Securities Experience July 1998 - September 1999
Job Owner at Camilla Field Integral Coaching
Industry Professional Training & Coaching
Experience
Camilla Field Integral Coaching January 2011 - Present
Drug Policy Alliance January 2003 - April 2008
buildOn June 2001 - December 2002
@Ventures March 2000 - September 2000
Volpe Brown Whelan September 1999 - December 1999
Banc of America Securities July 1998 - September 1999
Skills
Non-profits, Fundraising, Leadership Development, Coaching, Philanthropy, Executive Coaching, Nonprofits, Workshop Facilitation, Conflict Resolution, Social Networking, Public Speaking, Research, Organizational..., Grant Writing, Volunteer Management, Integral Coaching, Leadership, Editing, Public Policy, Teaching
Education
New Ventures West 2009 — 2010
Professional Coach Certification, Integral Coaching
Princeton University 1994 — 1998
American University of Paris 1993 — 1994
French, Art History, European Politics
Phillips Exeter Academy 1990 — 1993
Enneagram Institute
Camilla Field Integral Coaching January 2011 - Present
Drug Policy Alliance January 2003 - April 2008
buildOn June 2001 - December 2002
@Ventures March 2000 - September 2000
Volpe Brown Whelan September 1999 - December 1999
Banc of America Securities July 1998 - September 1999
Skills
Non-profits, Fundraising, Leadership Development, Coaching, Philanthropy, Executive Coaching, Nonprofits, Workshop Facilitation, Conflict Resolution, Social Networking, Public Speaking, Research, Organizational..., Grant Writing, Volunteer Management, Integral Coaching, Leadership, Editing, Public Policy, Teaching
Education
New Ventures West 2009 — 2010
Professional Coach Certification, Integral Coaching
Princeton University 1994 — 1998
American University of Paris 1993 — 1994
French, Art History, European Politics
Phillips Exeter Academy 1990 — 1993
Enneagram Institute
Stanley Mammen Stanley Mammen's Banc of America Securities Experience August 2006 - June 2008
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
TPG-Axon Capital June 2008 - March 2011
Banc of America Securities August 2006 - June 2008
Electronic Data Systems/ ABN AMRO BANK June 2004 - August 2006
General Motors 2002 - 2004
Education
Oakland University
Management Information Systems
Bank of America May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
TPG-Axon Capital June 2008 - March 2011
Banc of America Securities August 2006 - June 2008
Electronic Data Systems/ ABN AMRO BANK June 2004 - August 2006
General Motors 2002 - 2004
Education
Oakland University
Management Information Systems
Anthony Perna's Banc of America Securities Experience May 1999 - November 1999
Job City of New York MIS (Contractor)
Industry Information Services
Experience
City Of New York (MIS) March 2009 - Present
Weight Watchers June 2008 - November 2008
Nielsen - Business Media March 2006 - April 2008
Capgemini Americas August 2004 - August 2005
Morgan Stanley & Co November 1999 - August 2004
Banc of America Securities May 1999 - November 1999
Merrill Lynch March 1998 - May 1999
Skills
Process Improvement, Business Analysis, Project Portfolio..., Vendor Management, Project Management, PMP, Program Management, SDLC, IT Strategy, Business Intelligence, Change Management, Software Project..., Requirements Analysis, Outsourcing, Project Delivery, Cross-functional Team..., CRM, Integration, Software Documentation, Strategy, Databases, Management, Leadership, Requirements Gathering, Enterprise Architecture, IT Management, Project Planning, Risk Management, SharePoint, Information Technology, Visio, Business Process, ERP, Disaster Recovery, Business Process..., PMO, Data Warehousing, Web Services, Resource Management, Analysis, IT Service Management, ITIL, Systems Analysis, Consulting, MS Project, Agile Project Management, Solution Architecture, Agile Methodologies, Governance, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA
City Of New York (MIS) March 2009 - Present
Weight Watchers June 2008 - November 2008
Nielsen - Business Media March 2006 - April 2008
Capgemini Americas August 2004 - August 2005
Morgan Stanley & Co November 1999 - August 2004
Banc of America Securities May 1999 - November 1999
Merrill Lynch March 1998 - May 1999
Skills
Process Improvement, Business Analysis, Project Portfolio..., Vendor Management, Project Management, PMP, Program Management, SDLC, IT Strategy, Business Intelligence, Change Management, Software Project..., Requirements Analysis, Outsourcing, Project Delivery, Cross-functional Team..., CRM, Integration, Software Documentation, Strategy, Databases, Management, Leadership, Requirements Gathering, Enterprise Architecture, IT Management, Project Planning, Risk Management, SharePoint, Information Technology, Visio, Business Process, ERP, Disaster Recovery, Business Process..., PMO, Data Warehousing, Web Services, Resource Management, Analysis, IT Service Management, ITIL, Systems Analysis, Consulting, MS Project, Agile Project Management, Solution Architecture, Agile Methodologies, Governance, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA
Karen Feinberg Karen Feinberg's Banc of America Securities Experience February 2007 - January 2008
Job Business Analyst / Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
The Blackstone Group June 2010 - August 2012
Eisner Information Solutions August 2008 - August 2010
Banc of America Securities February 2007 - January 2008
Lehman Brothers June 1994 - March 2006
Skills
CRM, Management Consulting, Private Equity, Investor Relations, Reporting Systems, Data Analysis, Process Improvement, Analytics, Business Development, Business Strategy, Financial Services, Banking, Project Management, Business Analysis, Capital Markets, Consulting, Enterprise Software, Finance, Management
Education
Rutgers Business School 1978 — 1982
Accounting and Finance
Morgan Stanley October 2012 - Present
The Blackstone Group June 2010 - August 2012
Eisner Information Solutions August 2008 - August 2010
Banc of America Securities February 2007 - January 2008
Lehman Brothers June 1994 - March 2006
Skills
CRM, Management Consulting, Private Equity, Investor Relations, Reporting Systems, Data Analysis, Process Improvement, Analytics, Business Development, Business Strategy, Financial Services, Banking, Project Management, Business Analysis, Capital Markets, Consulting, Enterprise Software, Finance, Management
Education
Rutgers Business School 1978 — 1982
Accounting and Finance
Lorna Charles-Jean Lorna Charles-Jean's Banc of America Securities Experience March 2009 - Present
Job Sales and Service Specialist at Bank of America Securities
Industry Investment Banking
Experience
Banc of America Securities March 2009 - Present
Bank of America March 2009 - Present
Landry's Of March 2005 - November 2008
2004 Independence Community Bank February 2001 - 2004
Home Depot October 1999 - February 2001
Skills
Accounts Payable, Cash Management, Accounting, Invoicing, Sales, Finance, Banking, Financial Analysis, Analysis, Risk Management, Loans, Access, Payments, Credit Analysis, Deposits, Retail Banking, Commercial Banking, Consumer Lending, Credit Cards, Credit Risk, Commercial Lending, Cross Selling, Loan Origination, Small Business Lending
Education
Tilden High School
High School Diploma, Mathematics
Norwalk Community College
Accounting
York College
Accounting
Banc of America Securities March 2009 - Present
Bank of America March 2009 - Present
Landry's Of March 2005 - November 2008
2004 Independence Community Bank February 2001 - 2004
Home Depot October 1999 - February 2001
Skills
Accounts Payable, Cash Management, Accounting, Invoicing, Sales, Finance, Banking, Financial Analysis, Analysis, Risk Management, Loans, Access, Payments, Credit Analysis, Deposits, Retail Banking, Commercial Banking, Consumer Lending, Credit Cards, Credit Risk, Commercial Lending, Cross Selling, Loan Origination, Small Business Lending
Education
Tilden High School
High School Diploma, Mathematics
Norwalk Community College
Accounting
York College
Accounting
Sandra Gates Sandra Gates's Banc of America Securities Experience 2004 - 2005
Job Senior Capital Markets Specialist at FDIC
Industry Investment Banking
Experience
FDIC: Federal Deposit Insurance Corporation June 2012 - Present
Coldwell Banker Residential Brokerage 2007 - 2008
Citigroup 2005 - 2007
Banc of America Securities 2004 - 2005
Credit Suisse 2001 - 2003
Fitch Ratings 1999 - 2001
Standard & Poor's 1997 - 1999
Skills
Structured Finance, Financial Analysis, Risk Analysis, Contract Negotiations, Credit, Mortgage, Loans, Securitization, Credit Analysis, MBS, CDO, ABS, Capital Markets, Investment Banking, Credit Risk, Portfolio Management, Fixed Income, Debt, Loan Origination, Loss Mitigation, Bonds, Banking, Structured Products, CMBS, Mortgage Lending, Contract Negotiation, Mortgage Banking, Financial Services, Securities, Due Diligence, Underwriting, Finance, Valuation, Risk Management, Residential Mortgages, Loan Servicing, Financial Structuring, Funding, Financial Risk, Asset Management, Bloomberg, Derivatives, Investments, Hedge Funds, Financial Markets, Financial Modeling, Equities, Financial Institutions, Alternative Investments, Real Estate
Education
Rutgers, The State University of New Jersey-Newark
Finance, General
FDIC: Federal Deposit Insurance Corporation June 2012 - Present
Coldwell Banker Residential Brokerage 2007 - 2008
Citigroup 2005 - 2007
Banc of America Securities 2004 - 2005
Credit Suisse 2001 - 2003
Fitch Ratings 1999 - 2001
Standard & Poor's 1997 - 1999
Skills
Structured Finance, Financial Analysis, Risk Analysis, Contract Negotiations, Credit, Mortgage, Loans, Securitization, Credit Analysis, MBS, CDO, ABS, Capital Markets, Investment Banking, Credit Risk, Portfolio Management, Fixed Income, Debt, Loan Origination, Loss Mitigation, Bonds, Banking, Structured Products, CMBS, Mortgage Lending, Contract Negotiation, Mortgage Banking, Financial Services, Securities, Due Diligence, Underwriting, Finance, Valuation, Risk Management, Residential Mortgages, Loan Servicing, Financial Structuring, Funding, Financial Risk, Asset Management, Bloomberg, Derivatives, Investments, Hedge Funds, Financial Markets, Financial Modeling, Equities, Financial Institutions, Alternative Investments, Real Estate
Education
Rutgers, The State University of New Jersey-Newark
Finance, General
Raymond Fan, CFA Raymond Fan, CFA's Banc of America Securities Experience June 2005 - June 2007
Job Special Assistant to the CEO at Developer Program
Industry Venture Capital & Private Equity
Experience
WeddingWire March 2014 - April 2014
Arborview October 2008 - February 2014
Banc of America Securities June 2005 - June 2007
Skills
Mergers, Private Equity, Valuation, Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Marketing, and Entrepreneurship
University of Maryland College Park 2001 — 2005
B.S., Finance and International Business
WeddingWire March 2014 - April 2014
Arborview October 2008 - February 2014
Banc of America Securities June 2005 - June 2007
Skills
Mergers, Private Equity, Valuation, Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Marketing, and Entrepreneurship
University of Maryland College Park 2001 — 2005
B.S., Finance and International Business
Alieu Terry Alieu Terry's Banc of America Securities Experience January 2009 - October 2010
Job Founder and CEO at Binder
Industry Internet
Experience
Binder September 2014 - Present
EiAbroad October 2010 - August 2014
Banc of America Securities January 2009 - October 2010
Merrill Lynch June 2006 - December 2008
United States Senate June 2005 - August 2005
Skills
Equities, Start-ups, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Securities, New Business Development, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's Degree, Economics
Binder September 2014 - Present
EiAbroad October 2010 - August 2014
Banc of America Securities January 2009 - October 2010
Merrill Lynch June 2006 - December 2008
United States Senate June 2005 - August 2005
Skills
Equities, Start-ups, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Securities, New Business Development, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's Degree, Economics
Douglas Doughty's Banc of America Securities Experience July 2000 - September 2005
Job Managing Director, Global Head of Business Development and Client Strategy, Global Real Assets at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan January 2014 - Present
The CIM Group May 2011 - December 2013
Rialto Capital Management July 2009 - May 2011
M3 Capital Partners (formerly Macquarie Capital Partners) October 2005 - July 2009
Banc of America Securities July 2000 - September 2005
Arthur Andersen June 1994 - June 1998
Skills
Real Estate
Education
Northwestern University - Kellogg School of Management 2000 — 2000
MBA, Finance, Management and Strategy, and Real Estate
Penn State University 1991 — 1993
B.S., Accounting
Penn State University 1987 — 1991
B.S., Economics
J.P. Morgan January 2014 - Present
The CIM Group May 2011 - December 2013
Rialto Capital Management July 2009 - May 2011
M3 Capital Partners (formerly Macquarie Capital Partners) October 2005 - July 2009
Banc of America Securities July 2000 - September 2005
Arthur Andersen June 1994 - June 1998
Skills
Real Estate
Education
Northwestern University - Kellogg School of Management 2000 — 2000
MBA, Finance, Management and Strategy, and Real Estate
Penn State University 1991 — 1993
B.S., Accounting
Penn State University 1987 — 1991
B.S., Economics
Jonathan Chiarieri Jonathan Chiarieri's Banc of America Securities Experience 2004 - 2008
Job Managing Director Equity Sales at Jefferies
Industry Financial Services
Experience
Jefferies December 2014 - Present
Jefferies September 2011 - December 2014
Credit Suisse February 2008 - September 2011
Banc of America Securities 2004 - 2008
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance
University of Notre Dame 1993 — 1997
BBA, Finance
Jefferies December 2014 - Present
Jefferies September 2011 - December 2014
Credit Suisse February 2008 - September 2011
Banc of America Securities 2004 - 2008
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance
University of Notre Dame 1993 — 1997
BBA, Finance
Susan Goodman MLS,IGP,CRM,CIP,CIPP Susan Goodman MLS,IGP,CRM,CIP,CIPP's Banc of America Securities Experience September 2005 - December 2008
Job Records Management, Information Governance and Privacy Compliance. CRM, IGP, CIP, CIPP, CIPM, ERMs, ECMp, Masters Degree
Industry Information Services
Experience
Citi August 2014 - April 2015
Consumer Reports January 2012 - May 2014
Bank of America January 2009 - December 2011
Banc of America Securities September 2005 - December 2008
Records Improvement Institute (RII) April 2002 - September 2005
Credit Suisse First Boston November 2001 - March 2002
Baker Robbins & Company January 2000 - September 2001
Skills
Policy, Information Management, Records Management, Business Analysis, Project Planning, Office Management, Knowledge Management, Cloud Computing, Document Management, Governance, Vendor Management, Program Management, Privacy, Electronic Records..., Litigation Support, Metadata Standards, Electronic Document and..., Information Governance, Project Management, Team Building, Team Leadership, Cross-functional Team..., Program Development, Problem Solving, Banking, Investment Banking, Securities, Non-profits, Manufacturing, Pharmaceutical Industry, Regulatory Requirements, Compliance, Legal Support Services, Report Writing, EDRMS, RFP Development, Strategic Planning for..., Privacy Law, Strategic Planning, Business Process..., Nonprofits, Financial Services, Management, Risk Management, RFP, Information Technology, Requirements Analysis, Leadership, Data Privacy, CRM
Education
State University of New York at Albany
MLS, Information Science, Records Management
City University of New York-Queens College
Bachelor of Arts (B.A.), English Language and Literature, General
University of Michigan - School of Information
PhD program - required coursework, Information Policy - Electronic Records
Citi August 2014 - April 2015
Consumer Reports January 2012 - May 2014
Bank of America January 2009 - December 2011
Banc of America Securities September 2005 - December 2008
Records Improvement Institute (RII) April 2002 - September 2005
Credit Suisse First Boston November 2001 - March 2002
Baker Robbins & Company January 2000 - September 2001
Skills
Policy, Information Management, Records Management, Business Analysis, Project Planning, Office Management, Knowledge Management, Cloud Computing, Document Management, Governance, Vendor Management, Program Management, Privacy, Electronic Records..., Litigation Support, Metadata Standards, Electronic Document and..., Information Governance, Project Management, Team Building, Team Leadership, Cross-functional Team..., Program Development, Problem Solving, Banking, Investment Banking, Securities, Non-profits, Manufacturing, Pharmaceutical Industry, Regulatory Requirements, Compliance, Legal Support Services, Report Writing, EDRMS, RFP Development, Strategic Planning for..., Privacy Law, Strategic Planning, Business Process..., Nonprofits, Financial Services, Management, Risk Management, RFP, Information Technology, Requirements Analysis, Leadership, Data Privacy, CRM
Education
State University of New York at Albany
MLS, Information Science, Records Management
City University of New York-Queens College
Bachelor of Arts (B.A.), English Language and Literature, General
University of Michigan - School of Information
PhD program - required coursework, Information Policy - Electronic Records
Philip Saunders Philip Saunders's Banc of America Securities Experience July 2004 - March 2006
Job Financial Marketing Strategist / Social Media Marketer / Options Trading Strategist at IsoVentures
Industry Financial Services
Experience
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
David Nagle David Nagle's Banc of America Securities Experience 1999 - 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
WAMU Capital Corp 2003 - 2008
Banc of America Securities 1999 - 2003
Salomon Smith Barney 1994 - 1999
Salomon Brothers 1992 - 1994
Salomon Brothers 1990 - 1992
Skills
Equities, Investment Banking, Mortgage Lending, Trading, Capital Markets, Loans, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Securities, Valuation, Management, Bloomberg, Finance, Hedge Funds, Banking, Financial Modeling, Residential Mortgages, Alternative Investments, Mortgage Banking, Operational Risk..., Derivatives
Education
Pomona College 1987 — 1990
BA, Economics
Asheville High School 1983 — 1986
WAMU Capital Corp 2003 - 2008
Banc of America Securities 1999 - 2003
Salomon Smith Barney 1994 - 1999
Salomon Brothers 1992 - 1994
Salomon Brothers 1990 - 1992
Skills
Equities, Investment Banking, Mortgage Lending, Trading, Capital Markets, Loans, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Securities, Valuation, Management, Bloomberg, Finance, Hedge Funds, Banking, Financial Modeling, Residential Mortgages, Alternative Investments, Mortgage Banking, Operational Risk..., Derivatives
Education
Pomona College 1987 — 1990
BA, Economics
Asheville High School 1983 — 1986
Allison Marakovic Allison Marakovic's Banc of America Securities Experience January 2000 - January 2002
Job
Industry Financial Services
Experience
German-American International School January 2009 - Present
Junior League of Palo Alto-Mid Peninsula 2002 - Present
Banc of America Securities January 2000 - January 2002
Banc of America Securities January 1999 - January 2000
Banc of America Securities January 1998 - January 1999
First Chicago Capital Markets, Inc January 1997 - January 1998
First Chicago NBD Corporation January 1994 - January 1997
Williams College 1990 - 1994
Skills
Financial Analysis, Corporate Finance, Strategy, Mergers & Acquisitions, Mergers, Capital Markets, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA
Williams College 1990 — 1994
BA
Westlake High School
German-American International School January 2009 - Present
Junior League of Palo Alto-Mid Peninsula 2002 - Present
Banc of America Securities January 2000 - January 2002
Banc of America Securities January 1999 - January 2000
Banc of America Securities January 1998 - January 1999
First Chicago Capital Markets, Inc January 1997 - January 1998
First Chicago NBD Corporation January 1994 - January 1997
Williams College 1990 - 1994
Skills
Financial Analysis, Corporate Finance, Strategy, Mergers & Acquisitions, Mergers, Capital Markets, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA
Williams College 1990 — 1994
BA
Westlake High School
Chris Ebert's Banc of America Securities Experience June 2008 - August 2008
Job Vice President at Regions Securities LLC
Industry Investment Banking
Experience
Regions Securities LLC June 2012 - Present
Bank of America Merrill Lynch September 2010 - June 2012
Bank of America Merrill Lynch August 2009 - September 2010
Mastrapasqua Asset Management January 2009 - May 2009
Banc of America Securities June 2008 - August 2008
Quiznos Sub May 2003 - April 2007
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance and Accounting
Rutgers University-New Brunswick 1999 — 2003
Moorestown High School
Regions Securities LLC June 2012 - Present
Bank of America Merrill Lynch September 2010 - June 2012
Bank of America Merrill Lynch August 2009 - September 2010
Mastrapasqua Asset Management January 2009 - May 2009
Banc of America Securities June 2008 - August 2008
Quiznos Sub May 2003 - April 2007
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance and Accounting
Rutgers University-New Brunswick 1999 — 2003
Moorestown High School
Alex Jeffers Alex Jeffers's Banc of America Securities Experience July 2005 - May 2006
Job Investment Banking
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc 2008 - Present
Morgan Stanley June 2006 - November 2007
Banc of America Securities July 2005 - May 2006
Vigilance 2000 - 2002
PwC Consulting July 1998 - January 2000
Skills
Valuation, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Corporate Finance, Mergers, Equities, Venture Capital, Capital Markets, Investments, Mergers & Acquisitions, Equity Research, Hedge Funds, Corporate Development, LBO
Education
University of California, Berkeley 2004 — 2005
MBA, Business
UC Berkeley Haas
MBA
Pomona College 1994 — 1998
BA, Physics
Menlo School
Macquarie Capital (USA) Inc 2008 - Present
Morgan Stanley June 2006 - November 2007
Banc of America Securities July 2005 - May 2006
Vigilance 2000 - 2002
PwC Consulting July 1998 - January 2000
Skills
Valuation, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Corporate Finance, Mergers, Equities, Venture Capital, Capital Markets, Investments, Mergers & Acquisitions, Equity Research, Hedge Funds, Corporate Development, LBO
Education
University of California, Berkeley 2004 — 2005
MBA, Business
UC Berkeley Haas
MBA
Pomona College 1994 — 1998
BA, Physics
Menlo School
Michael Hecht's Banc of America Securities Experience July 2003 - October 2008
Job Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
JMP Securities February 2009 - April 2010
Banc of America Securities July 2003 - October 2008
Credit Suisse 1999 - 2003
PaineWebber 1998 - 1999
Mercer Investment Consulting 1997 - 1998
Pershing 1992 - 1997
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Investment Banking, Series 7, Corporate Development, M
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & Accounting
Rutgers University-New Brunswick 1987 — 1991
BS, Finance
Charles Schwab April 2010 - Present
JMP Securities February 2009 - April 2010
Banc of America Securities July 2003 - October 2008
Credit Suisse 1999 - 2003
PaineWebber 1998 - 1999
Mercer Investment Consulting 1997 - 1998
Pershing 1992 - 1997
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Investment Banking, Series 7, Corporate Development, M
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & Accounting
Rutgers University-New Brunswick 1987 — 1991
BS, Finance
Matthew Harrigan's Banc of America Securities Experience January 2005 - June 2007
Job Managing Director at PACE Equity LLC
Industry Real Estate
Experience
PACE Equity LLC June 2015 - Present
Swimming LA Swim School December 2008 - Present
Mayfield Investment Company, Inc. October 2010 - June 2014
Jones Lang LaSalle October 2007 - November 2008
Banc of America Securities January 2005 - June 2007
Scotiabank December 2003 - October 2004
Jefferies & Company, Inc. November 2001 - November 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Investment Banking, Real Estate, Entrepreneurship, Portfolio Management, Equities, Investment Properties, Analysis, Social Media, Leadership, Management, Loans, Budgets, Sales, Acquisitions, Negotiation, Mergers & Acquisitions, Due Diligence, Strategy, Investments, Finance
Education
Princeton University 1997 — 2001
Bachelor's Degree, History (with American focus)
PACE Equity LLC June 2015 - Present
Swimming LA Swim School December 2008 - Present
Mayfield Investment Company, Inc. October 2010 - June 2014
Jones Lang LaSalle October 2007 - November 2008
Banc of America Securities January 2005 - June 2007
Scotiabank December 2003 - October 2004
Jefferies & Company, Inc. November 2001 - November 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Investment Banking, Real Estate, Entrepreneurship, Portfolio Management, Equities, Investment Properties, Analysis, Social Media, Leadership, Management, Loans, Budgets, Sales, Acquisitions, Negotiation, Mergers & Acquisitions, Due Diligence, Strategy, Investments, Finance
Education
Princeton University 1997 — 2001
Bachelor's Degree, History (with American focus)
Zulfi Kureshi Zulfi Kureshi's Banc of America Securities Experience June 2000 - September 2000
Job Investing and Entrepreneurship
Industry Financial Services
Experience
USAA August 2012 - Present
USAA January 2011 - July 2012
Boxley Group, LLC April 2010 - December 2010
Deloitte Consulting September 2007 - March 2010
Deloitte Consulting September 2004 - September 2007
Deloitte Consulting September 2001 - September 2004
Banc of America Securities June 2000 - September 2000
A.G. Edwards & Sons, Inc. June 1996 - June 1999
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Entrepreneurship, Strategy, Marketing, and Finance
Ohio Wesleyan University 1992 — 1996
BA, Cum Laude, Economics Management, Computer Science, Accounting, Mathematics
Aitchison College 1979 — 1991
High School
Austin Energy Green Building Seminar
Green by Design Certificate, May 2009
The University of Texas at Austin
Energy Technology & Policy Certificate, Cockrell School of Engineering, Jan 2010
USAA August 2012 - Present
USAA January 2011 - July 2012
Boxley Group, LLC April 2010 - December 2010
Deloitte Consulting September 2007 - March 2010
Deloitte Consulting September 2004 - September 2007
Deloitte Consulting September 2001 - September 2004
Banc of America Securities June 2000 - September 2000
A.G. Edwards & Sons, Inc. June 1996 - June 1999
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Entrepreneurship, Strategy, Marketing, and Finance
Ohio Wesleyan University 1992 — 1996
BA, Cum Laude, Economics Management, Computer Science, Accounting, Mathematics
Aitchison College 1979 — 1991
High School
Austin Energy Green Building Seminar
Green by Design Certificate, May 2009
The University of Texas at Austin
Energy Technology & Policy Certificate, Cockrell School of Engineering, Jan 2010
Stephen D. Santini Stephen D. Santini's Banc of America Securities Experience January 1998 - March 2006
Job Identity and Access Mangement Executive at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Bank of America March 2009 - August 2012
Bank of America March 2006 - February 2009
Banc of America Securities January 1998 - March 2006
Salomon Brothers 1984 - 1998
BBDO 1983 - 1983
Skills
Trading Systems, Equities, Investment Banking, Risk Management, Financial Risk, Fixed Income, Capital Markets, Portfolio Management, Equity Derivatives, Derivatives, Vendor Management, Banking, Enterprise Architecture, Data Center, Application Managment, Applications, Management, Trading, ITIL, IT Strategy, Electronic Trading, Cloud Computing, Strategy, Executive Management, Credit Derivatives, Prime Brokerage, Integration, Financial Services, Operational Risk, Structured Products, Infrastructure, Mergers & Acquisitions, Security, Enterprise Software, Hedge Funds, SDLC, Business Analysis, Leadership, Equity Trading
Education
Saint Bonaventure University 1979 — 1983
Bank of America August 2012 - Present
Bank of America March 2009 - August 2012
Bank of America March 2006 - February 2009
Banc of America Securities January 1998 - March 2006
Salomon Brothers 1984 - 1998
BBDO 1983 - 1983
Skills
Trading Systems, Equities, Investment Banking, Risk Management, Financial Risk, Fixed Income, Capital Markets, Portfolio Management, Equity Derivatives, Derivatives, Vendor Management, Banking, Enterprise Architecture, Data Center, Application Managment, Applications, Management, Trading, ITIL, IT Strategy, Electronic Trading, Cloud Computing, Strategy, Executive Management, Credit Derivatives, Prime Brokerage, Integration, Financial Services, Operational Risk, Structured Products, Infrastructure, Mergers & Acquisitions, Security, Enterprise Software, Hedge Funds, SDLC, Business Analysis, Leadership, Equity Trading
Education
Saint Bonaventure University 1979 — 1983
Jessica H Lee Jessica H Lee's Banc of America Securities Experience 2004 - 2005
Job
Industry Market Research
Experience
Options Group March 2010 - Present
TheStreet.com June 2008 - July 2009
RiverEdge Capital 2005 - 2007
Banc of America Securities 2004 - 2005
Lehman Brothers 2001 - 2004
Skills
Hedge Funds, Equities, Fixed Income, Emerging Markets, Investment Banking, Capital Markets, Equity Research, Valuation, Trading, Private Equity, Financial Markets, Financial Modeling, Compensation & Benefit, Compensation Structures, Global Compensation, Compensation Strategies, Expert Witness
Education
Rutgers University-New Brunswick 1993 — 1997
Options Group March 2010 - Present
TheStreet.com June 2008 - July 2009
RiverEdge Capital 2005 - 2007
Banc of America Securities 2004 - 2005
Lehman Brothers 2001 - 2004
Skills
Hedge Funds, Equities, Fixed Income, Emerging Markets, Investment Banking, Capital Markets, Equity Research, Valuation, Trading, Private Equity, Financial Markets, Financial Modeling, Compensation & Benefit, Compensation Structures, Global Compensation, Compensation Strategies, Expert Witness
Education
Rutgers University-New Brunswick 1993 — 1997
Cindy Raber Moya's Banc of America Securities Experience 1999 - 2003
Job Sr. Project Manager, Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2011 - Present
Barclays Capital 2010 - 2011
Credit Suisse 2008 - 2010
JPMorgan Chase 2007 - 2008
Kamehameha Schools 2006 - 2007
Office Depot 2005 - 2006
Credit Suisse 2004 - 2005
Thrivent Financial 2003 - 2004
Banc of America Securities 1999 - 2003
Furman Selz 1995 - 1999
Skills
Wealth Management, Prime Brokerage, Alternative Investments, Program Management, Equities, Process Improvement, Change Management, Leadership, Business, Portfolio Management, Risk Management, Financial Services, Software Project..., Bonds, SDLC, Capital Markets, Securities, Trading, Analytics, Derivatives, Vendor Management, Project Portfolio..., Project Management, PMO, Strategy, Business Process, Investments, Fixed Income, Back Office, Financial Risk, Equity Derivatives, Management, Investment Management, Series 7, Finance, Trading Systems, Business Development, Business Analysis, Asset Management, Requirements Gathering, Mutual Funds, Business Intelligence, Requirements Analysis, Data Warehousing, Consulting, Hedge Funds
Education
Pace University
NYC, Bachelor of Science, Computer Science and Business
Franklin Templeton Investments 2011 - Present
Barclays Capital 2010 - 2011
Credit Suisse 2008 - 2010
JPMorgan Chase 2007 - 2008
Kamehameha Schools 2006 - 2007
Office Depot 2005 - 2006
Credit Suisse 2004 - 2005
Thrivent Financial 2003 - 2004
Banc of America Securities 1999 - 2003
Furman Selz 1995 - 1999
Skills
Wealth Management, Prime Brokerage, Alternative Investments, Program Management, Equities, Process Improvement, Change Management, Leadership, Business, Portfolio Management, Risk Management, Financial Services, Software Project..., Bonds, SDLC, Capital Markets, Securities, Trading, Analytics, Derivatives, Vendor Management, Project Portfolio..., Project Management, PMO, Strategy, Business Process, Investments, Fixed Income, Back Office, Financial Risk, Equity Derivatives, Management, Investment Management, Series 7, Finance, Trading Systems, Business Development, Business Analysis, Asset Management, Requirements Gathering, Mutual Funds, Business Intelligence, Requirements Analysis, Data Warehousing, Consulting, Hedge Funds
Education
Pace University
NYC, Bachelor of Science, Computer Science and Business
Erik Friis Erik Friis's Banc of America Securities Experience 2003 - 2010
Job Director, Liquidnet
Industry Banking
Experience
Liquidnet April 2012 - December 2014
Fiserv 2010 - 2011
Banc of America Securities 2003 - 2010
ABN AMRO Bank N.V. 2001 - 2003
JP Morgan Chase 2000 - 2001
IBM 1983 - 1992
Skills
Trading Systems, Fixed Income, Electronic Trading, Equities, Trading System, Proprietary Trading, Hedge Funds, Trading, Capital Markets, Derivatives, Investment Banking, Equity Trading, Securities, Market Data, Financial Markets, Trading Strategies, Equity Derivatives, Management
Education
Rensselaer Polytechnic Institute
Cum Laude
Liquidnet April 2012 - December 2014
Fiserv 2010 - 2011
Banc of America Securities 2003 - 2010
ABN AMRO Bank N.V. 2001 - 2003
JP Morgan Chase 2000 - 2001
IBM 1983 - 1992
Skills
Trading Systems, Fixed Income, Electronic Trading, Equities, Trading System, Proprietary Trading, Hedge Funds, Trading, Capital Markets, Derivatives, Investment Banking, Equity Trading, Securities, Market Data, Financial Markets, Trading Strategies, Equity Derivatives, Management
Education
Rensselaer Polytechnic Institute
Cum Laude
Alan Ramsey Alan Ramsey's Banc of America Securities Experience October 1998 - October 2004
Job Consultant at Doshi Consulting Solutions, Inc.
Industry Financial Services
Experience
Doshi Consulting Solutions, Inc. June 2012 - Present
Penson Financial Services June 2010 - June 2012
Ridge Clearing & Outsourcing Solutions, Inc April 2007 - June 2010
ADP Clearing & Outsourcing Services, Inc. November 2004 - April 2007
Banc of America Securities October 1998 - October 2004
Banc of America BrokerDealer Services October 1998 - October 2004
Montgomery Securities January 1997 - September 1998
U.S. Marine Corps Reserve October 1991 - October 1997
Education
Notre Dame de Namur University 1993 — 1995
San Jose State University
Doshi Consulting Solutions, Inc. June 2012 - Present
Penson Financial Services June 2010 - June 2012
Ridge Clearing & Outsourcing Solutions, Inc April 2007 - June 2010
ADP Clearing & Outsourcing Services, Inc. November 2004 - April 2007
Banc of America Securities October 1998 - October 2004
Banc of America BrokerDealer Services October 1998 - October 2004
Montgomery Securities January 1997 - September 1998
U.S. Marine Corps Reserve October 1991 - October 1997
Education
Notre Dame de Namur University 1993 — 1995
San Jose State University
Alan Braverman Alan Braverman's Banc of America Securities Experience 1999 - 2000
Job Managing Partner at Milestone Active Management Fund
Industry Investment Management
Experience
Milestone Active Management, LLC September 2012 - Present
Global Business Funding Group 2009 - Present
RAR Associates September 2002 - December 2009
Leading Indicator Research March 2007 - 2008
US Trust 2001 - 2002
NBC Internet 2000 - 2001
Banc of America Securities 1999 - 2000
Deutsche Bank Securities 1998 - 1999
Credit Suisse First Boston 1995 - 1998
US West 1991 - 1995
Skills
Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Hedge Funds, Business Planning, Portfolio Management, Venture Capital, Strategic Financial..., Investment Advisory, Start-ups, Financial Markets, Financial Modeling, Management, Funding, Entrepreneurship, Finance, Corporate Finance, Due Diligence, Corporate Development, Emerging Markets, Mutual Funds, Asset Management, Executive Management, Investor Relations, Capital Markets, Private Placements, Valuation, Investment Banking, Capital Raising, Financial Structuring, Investment Management, IPO, Mergers & Acquisitions, Restructuring, Investment Strategies, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA, Finance, General Management, Marketing
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Finance, General Management
Rutgers University-New Brunswick 1979 — 1983
Electrical/Bio Medical Engineering
Willingboro HS
Milestone Active Management, LLC September 2012 - Present
Global Business Funding Group 2009 - Present
RAR Associates September 2002 - December 2009
Leading Indicator Research March 2007 - 2008
US Trust 2001 - 2002
NBC Internet 2000 - 2001
Banc of America Securities 1999 - 2000
Deutsche Bank Securities 1998 - 1999
Credit Suisse First Boston 1995 - 1998
US West 1991 - 1995
Skills
Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Hedge Funds, Business Planning, Portfolio Management, Venture Capital, Strategic Financial..., Investment Advisory, Start-ups, Financial Markets, Financial Modeling, Management, Funding, Entrepreneurship, Finance, Corporate Finance, Due Diligence, Corporate Development, Emerging Markets, Mutual Funds, Asset Management, Executive Management, Investor Relations, Capital Markets, Private Placements, Valuation, Investment Banking, Capital Raising, Financial Structuring, Investment Management, IPO, Mergers & Acquisitions, Restructuring, Investment Strategies, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA, Finance, General Management, Marketing
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Finance, General Management
Rutgers University-New Brunswick 1979 — 1983
Electrical/Bio Medical Engineering
Willingboro HS
Gerald Francese's Banc of America Securities Experience August 2006 - August 2009
Job Partner at DLA Piper LLP (US) Corporate, Finance and Securities
Industry Law Practice
Experience
DLA Piper April 2012 - Present
HDSA 2006 - Present
Barrier Free Living August 2003 - Present
Dewey & LeBoeuf LLP January 2012 - April 2012
Bank of America August 2006 - January 2012
Bank of America August 2006 - August 2009
Banc of America Securities August 2006 - August 2009
Cadwalader 2000 - 2006
Cadwalader 2000 - 2006
Paul Hastings January 2000 - January 2001
Skills
Corporate Governance, Securities Regulation, Corporate Law, Due Diligence, Mergers, Venture Capital, Corporate Finance, Private Equity, Mergers & Acquisitions, Hedge Funds, Investments, Bankruptcy, Financial Services, Risk Management, Securities, Structured Finance, Joint Ventures, Capital Markets, Restructuring, Banking Law, Legal Compliance
Education
The University of Connecticut School of Law 1996 — 1999
Juris Doctor
Roger Williams University 1995 — 1996
BA, Social Science and History
Westerly High School 1975 — 1979
DLA Piper April 2012 - Present
HDSA 2006 - Present
Barrier Free Living August 2003 - Present
Dewey & LeBoeuf LLP January 2012 - April 2012
Bank of America August 2006 - January 2012
Bank of America August 2006 - August 2009
Banc of America Securities August 2006 - August 2009
Cadwalader 2000 - 2006
Cadwalader 2000 - 2006
Paul Hastings January 2000 - January 2001
Skills
Corporate Governance, Securities Regulation, Corporate Law, Due Diligence, Mergers, Venture Capital, Corporate Finance, Private Equity, Mergers & Acquisitions, Hedge Funds, Investments, Bankruptcy, Financial Services, Risk Management, Securities, Structured Finance, Joint Ventures, Capital Markets, Restructuring, Banking Law, Legal Compliance
Education
The University of Connecticut School of Law 1996 — 1999
Juris Doctor
Roger Williams University 1995 — 1996
BA, Social Science and History
Westerly High School 1975 — 1979
Sara (Stylinski) Epperson Sara (Stylinski) Epperson's Banc of America Securities Experience June 2008 - August 2008
Job Senior Manager Online Education at Yale University
Industry Capital Markets
Experience
Yale University September 2013 - Present
RBC Capital Markets September 2012 - September 2013
Bank of America July 2009 - August 2012
Banc of America Securities June 2008 - August 2008
Pfizer May 2007 - August 2007
McGowan Consulting Group May 2006 - August 2006
Education
Rensselaer Polytechnic Institute 2005 — 2009
BS In Management, Business and Technology
Yale University September 2013 - Present
RBC Capital Markets September 2012 - September 2013
Bank of America July 2009 - August 2012
Banc of America Securities June 2008 - August 2008
Pfizer May 2007 - August 2007
McGowan Consulting Group May 2006 - August 2006
Education
Rensselaer Polytechnic Institute 2005 — 2009
BS In Management, Business and Technology
Kevin Ni's Banc of America Securities Experience June 2008 - October 2008
Job Corporate Finance and Financial Modeling Professional
Industry Telecommunications
Experience
Telx August 2014 - Present
Take-Two Interactive Software, Inc. May 2012 - August 2014
Bklyn Beast January 2013 - December 2013
Insight Communications August 2010 - May 2012
Bank of America Merrill Lynch 2008 - August 2010
Banc of America Securities June 2008 - October 2008
Oncodiagnostic Laboratories June 2006 - August 2006
Cleveland Clinic June 2005 - August 2005
Skills
Corporate Development, Mergers, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Valuation, Financial Analysis, Debt, Capital Markets, Investments, Industry Analysis, Strategic Planning, Equities, Bloomberg, Credit Analysis, Excel, LBO, PowerPoint, Forecasting, DCF, Leveraged Finance, Telecommunications, Series 7, Capital IQ, Deal Execution, Cash Flow, Data Analysis, Industry Research, Microsoft Excel, Mergers & Acquisitions, Analysis, Portfolio Management, Strategy, Finance, Private Equity, Venture Capital, Business Planning, Business Development, Restructuring, M&A experience, Competitive Analysis
Education
Oberlin College 2004 — 2008
Bachelor's Degree, Economics, Biology, 3.55
Telx August 2014 - Present
Take-Two Interactive Software, Inc. May 2012 - August 2014
Bklyn Beast January 2013 - December 2013
Insight Communications August 2010 - May 2012
Bank of America Merrill Lynch 2008 - August 2010
Banc of America Securities June 2008 - October 2008
Oncodiagnostic Laboratories June 2006 - August 2006
Cleveland Clinic June 2005 - August 2005
Skills
Corporate Development, Mergers, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Valuation, Financial Analysis, Debt, Capital Markets, Investments, Industry Analysis, Strategic Planning, Equities, Bloomberg, Credit Analysis, Excel, LBO, PowerPoint, Forecasting, DCF, Leveraged Finance, Telecommunications, Series 7, Capital IQ, Deal Execution, Cash Flow, Data Analysis, Industry Research, Microsoft Excel, Mergers & Acquisitions, Analysis, Portfolio Management, Strategy, Finance, Private Equity, Venture Capital, Business Planning, Business Development, Restructuring, M&A experience, Competitive Analysis
Education
Oberlin College 2004 — 2008
Bachelor's Degree, Economics, Biology, 3.55
Lucy (Lucy Xu) Chang, CFA Lucy (Lucy Xu) Chang, CFA's Banc of America Securities Experience September 2008 - May 2009
Job Investment Analyst at UJAFederation of New York
Industry Investment Management
Experience
UJA-Federation of New York July 2014 - Present
Nomura Securities February 2010 - June 2014
Red Pine Advisors LLC May 2009 - January 2010
Banc of America Securities September 2008 - May 2009
Skills
Convertible Bonds, Equities, Investments, Trading, Valuation, ABS, Fixed Income, Hedge Funds, Bloomberg
Education
Princeton University 2004 — 2008
B.S.E, Chemical Engineering, Finance
UJA-Federation of New York July 2014 - Present
Nomura Securities February 2010 - June 2014
Red Pine Advisors LLC May 2009 - January 2010
Banc of America Securities September 2008 - May 2009
Skills
Convertible Bonds, Equities, Investments, Trading, Valuation, ABS, Fixed Income, Hedge Funds, Bloomberg
Education
Princeton University 2004 — 2008
B.S.E, Chemical Engineering, Finance
Amy Vitner Amy Vitner's Banc of America Securities Experience June 2000 - June 2008
Job Managing Director at First Tryon Securities
Industry Financial Services
Experience
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
Lytle Wurtzel Smith Lytle Wurtzel Smith's Banc of America Securities Experience May 2005 - July 2007
Job Asset Manager at Ventas, Inc.
Industry Real Estate
Experience
Ventas, Inc. March 2013 - Present
Arsenal Venture Partners December 2010 - July 2012
CNL Financial Group August 2007 - December 2010
Banc of America Securities May 2005 - July 2007
Banc of America Securities June 2004 - May 2005
JPMorgan Chase May 2003 - August 2003
Skills
Private Equity, Venture Capital, Hedge Funds, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Investments, Mergers, Corporate Finance, Portfolio Management, Equities
Education
Rollins College - Crummer Graduate School of Business 2008 — 2011
Masters of Business Administration, Finance and Entrepreneurship, 3.980
University of Virginia 2000 — 2004
Commerce, Finance, Management, 3.904
Winter Park High School 1996 — 2000
Ventas, Inc. March 2013 - Present
Arsenal Venture Partners December 2010 - July 2012
CNL Financial Group August 2007 - December 2010
Banc of America Securities May 2005 - July 2007
Banc of America Securities June 2004 - May 2005
JPMorgan Chase May 2003 - August 2003
Skills
Private Equity, Venture Capital, Hedge Funds, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Investments, Mergers, Corporate Finance, Portfolio Management, Equities
Education
Rollins College - Crummer Graduate School of Business 2008 — 2011
Masters of Business Administration, Finance and Entrepreneurship, 3.980
University of Virginia 2000 — 2004
Commerce, Finance, Management, 3.904
Winter Park High School 1996 — 2000
Jami Jordan's Banc of America Securities Experience 1997 - 2001
Job VP, Fidelity Institutional Solutions Delivery|PMO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
John Foxgrover John Foxgrover's Banc of America Securities Experience February 1988 - July 1998
Job VP Capital Markets & Treasury
Industry Financial Services
Experience
Oportun February 2011 - Present
The First Marblehead Corporation November 2005 - May 2008
Wachovia Securities August 1998 - September 2005
Banc of America Securities February 1988 - July 1998
Education
Princeton University
MS
University of Pennsylvania - The Wharton School
MBA
University of Virginia
BS
Oportun February 2011 - Present
The First Marblehead Corporation November 2005 - May 2008
Wachovia Securities August 1998 - September 2005
Banc of America Securities February 1988 - July 1998
Education
Princeton University
MS
University of Pennsylvania - The Wharton School
MBA
University of Virginia
BS
Jim Cornacchia Jim Cornacchia's Banc of America Securities Experience January 2007 - December 2008
Job Director at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2011 - August 2012
Bank of America Merrill Lynch January 2010 - December 2010
Bank of America Merrill Lynch January 2009 - December 2009
Banc of America Securities January 2007 - December 2008
Banc of America Securities April 2005 - December 2006
IASG June 2004 - March 2005
MasterCard International January 2002 - April 2004
Sapient Corporation April 1998 - December 2002
APL Digital January 1997 - March 1998
Skills
SDLC, Software Development, Integration, Enterprise Software, Project Management, Oracle, Software Project..., CRM, Market Data, Java, Electronic Trading, Web Applications, Project Delivery, Infrastructure, Start-ups, Trading Systems, Agile Methodologies, Financial Services, Sybase, Enterprise Architecture, Unix, Unix Shell Scripting, SOA, Outsourcing, IT Strategy, Equity Derivatives, Prime Brokerage, Agile Project Management, Perl, Groovy, Security, Architectures, GWT, JavaScript, PL/SQL, Red Hat Linux, Financial Markets, Financial Reporting, Software Documentation, Apache Commons, Tomcat, Objective-C, Xcode, GNU tools, iOS, SmartGWT, Application Development, Infrastructure Projects, Dell PowerEdge Servers, VMware ESX
Education
Rochester Institute of Technology 1989 — 1991
MS, Software Engineering
Syracuse University 1982 — 1986
BS, Computer Engineering
Sewanhaka High School 1979 — 1982
Instrumentation & Automation (pre Engineering)
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2011 - August 2012
Bank of America Merrill Lynch January 2010 - December 2010
Bank of America Merrill Lynch January 2009 - December 2009
Banc of America Securities January 2007 - December 2008
Banc of America Securities April 2005 - December 2006
IASG June 2004 - March 2005
MasterCard International January 2002 - April 2004
Sapient Corporation April 1998 - December 2002
APL Digital January 1997 - March 1998
Skills
SDLC, Software Development, Integration, Enterprise Software, Project Management, Oracle, Software Project..., CRM, Market Data, Java, Electronic Trading, Web Applications, Project Delivery, Infrastructure, Start-ups, Trading Systems, Agile Methodologies, Financial Services, Sybase, Enterprise Architecture, Unix, Unix Shell Scripting, SOA, Outsourcing, IT Strategy, Equity Derivatives, Prime Brokerage, Agile Project Management, Perl, Groovy, Security, Architectures, GWT, JavaScript, PL/SQL, Red Hat Linux, Financial Markets, Financial Reporting, Software Documentation, Apache Commons, Tomcat, Objective-C, Xcode, GNU tools, iOS, SmartGWT, Application Development, Infrastructure Projects, Dell PowerEdge Servers, VMware ESX
Education
Rochester Institute of Technology 1989 — 1991
MS, Software Engineering
Syracuse University 1982 — 1986
BS, Computer Engineering
Sewanhaka High School 1979 — 1982
Instrumentation & Automation (pre Engineering)
Sandeep Varma's Banc of America Securities Experience June 1998 - September 1998
Job Vice President, Corporate Development at CA Technologies
Industry Computer Software
Experience
CA Technologies May 2013 - Present
Intuit September 2011 - November 2012
Dell April 2010 - August 2011
Symantec Corporation (formerly VERITAS Software) 2004 - 2010
HIFN, INC 2001 - 2004
Broadview International July 2000 - February 2001
Banc of America Securities June 1998 - September 1998
APM Mangagement Consultants (acquired by CSC) March 1994 - July 1998
Simpson Thacher & Bartlett LLP August 1991 - September 1993
Skills
Due Diligence, Deal Sourcing, Mergers, Cross-functional Team..., Negotiation, Management, Project Planning, Strategic Partnerships, Start-ups, Product Management, Business Development, Go-to-market Strategy, Mergers & Acquisitions, SaaS, Management Consulting, Business Strategy, Corporate Development
Education
Northwestern University - Kellogg School of Management
MBA
Wesleyan University
Bachelor of Arts
CA Technologies May 2013 - Present
Intuit September 2011 - November 2012
Dell April 2010 - August 2011
Symantec Corporation (formerly VERITAS Software) 2004 - 2010
HIFN, INC 2001 - 2004
Broadview International July 2000 - February 2001
Banc of America Securities June 1998 - September 1998
APM Mangagement Consultants (acquired by CSC) March 1994 - July 1998
Simpson Thacher & Bartlett LLP August 1991 - September 1993
Skills
Due Diligence, Deal Sourcing, Mergers, Cross-functional Team..., Negotiation, Management, Project Planning, Strategic Partnerships, Start-ups, Product Management, Business Development, Go-to-market Strategy, Mergers & Acquisitions, SaaS, Management Consulting, Business Strategy, Corporate Development
Education
Northwestern University - Kellogg School of Management
MBA
Wesleyan University
Bachelor of Arts
Joshua Krantz's Banc of America Securities Experience 2007 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch (MLPF&S) 2010 - Present
Banc of America Securities 2007 - Present
Goldman Sachs 2005 - 2007
Goldman Sachs Asset Management 2005 - 2007
Schlumberger 1998 - 2003
Skills
Mergers, Risk Management, Equities, Financial Analysis, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Princeton University 1994 — 1998
AB
Bank of America Merrill Lynch (MLPF&S) 2010 - Present
Banc of America Securities 2007 - Present
Goldman Sachs 2005 - 2007
Goldman Sachs Asset Management 2005 - 2007
Schlumberger 1998 - 2003
Skills
Mergers, Risk Management, Equities, Financial Analysis, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Princeton University 1994 — 1998
AB
Sarang Vora, CFA's Banc of America Securities Experience January 2006 - April 2009
Job
Industry Investment Banking
Experience
Telsey Advisory Group July 2015 - Present
Janney Capital Markets April 2009 - Present
Banc of America Securities January 2006 - April 2009
HDFC Bank 2002 - 2004
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Financial Accounting, Bloomberg, Derivatives, Retail, Financial Analysis, Forecasting, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Banking, Equity Valuation, Fixed Income
Education
Chartered Accountant
Chartered Accountant, Finance & Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Telsey Advisory Group July 2015 - Present
Janney Capital Markets April 2009 - Present
Banc of America Securities January 2006 - April 2009
HDFC Bank 2002 - 2004
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Financial Accounting, Bloomberg, Derivatives, Retail, Financial Analysis, Forecasting, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Banking, Equity Valuation, Fixed Income
Education
Chartered Accountant
Chartered Accountant, Finance & Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Debarshi Sengupta's Banc of America Securities Experience August 2007 - March 2009
Job
Industry Industrial Automation
Experience
JBT Corporation August 2014 - Present
JBT Corporation January 2014 - August 2014
JBT Corporation January 2012 - January 2014
JBT Corporation August 2009 - January 2012
Banc of America Securities August 2007 - March 2009
BMO Capital Markets 2006 - 2006
Altera Corp. September 1998 - June 2005
Skills
Mergers, Financial Modeling, Business Strategy, Product Development, Corporate Development, Cross-functional Team..., Product Marketing, Business Development, Product Management, Competitive Analysis, Strategic Planning, Financial Analysis, Strategy, Venture Capital, M&A experience, Acquisition Integration, Valuation, Project Management, Due Diligence, Product Launch, Investor Relations, Financial Planning &...
Education
Kellogg School of Management 2005 — 2007
MBA, MEM
The University of Texas at Austin 1994 — 1998
Bachelor of Science (B.S.)
JBT Corporation August 2014 - Present
JBT Corporation January 2014 - August 2014
JBT Corporation January 2012 - January 2014
JBT Corporation August 2009 - January 2012
Banc of America Securities August 2007 - March 2009
BMO Capital Markets 2006 - 2006
Altera Corp. September 1998 - June 2005
Skills
Mergers, Financial Modeling, Business Strategy, Product Development, Corporate Development, Cross-functional Team..., Product Marketing, Business Development, Product Management, Competitive Analysis, Strategic Planning, Financial Analysis, Strategy, Venture Capital, M&A experience, Acquisition Integration, Valuation, Project Management, Due Diligence, Product Launch, Investor Relations, Financial Planning &...
Education
Kellogg School of Management 2005 — 2007
MBA, MEM
The University of Texas at Austin 1994 — 1998
Bachelor of Science (B.S.)
Darrell Tucker's Banc of America Securities Experience July 2005 - August 2008
Job Director, Client Technical Services at Abacus Group LLC
Industry Information Technology and Services
Experience
Abacus Group LLC May 2011 - Present
Options Technology LLC July 2009 - May 2011
BNP Paribas August 2008 - July 2009
Banc of America Securities July 2005 - August 2008
Banc of America Securities April 1999 - July 2005
Skills
Disaster Recovery, Information Technology, Architecture, Hardware, Trading Systems, Market Data, IT Strategy, Vendor Management, SDLC, Project Management, Data Center, Business Analysis, PMO, Infrastructure, Equities, Cloud Computing, Project Portfolio..., Business Continuity, Enterprise Architecture, CRM, Cross-functional Team..., Hedge Funds, Leadership, Networking, Project Delivery, Risk Management, IT Management, Management, Electronic Trading
Education
University at Albany, SUNY 1987 — 1991
BA, Computer Science
Rutgers University-New Brunswick
Abacus Group LLC May 2011 - Present
Options Technology LLC July 2009 - May 2011
BNP Paribas August 2008 - July 2009
Banc of America Securities July 2005 - August 2008
Banc of America Securities April 1999 - July 2005
Skills
Disaster Recovery, Information Technology, Architecture, Hardware, Trading Systems, Market Data, IT Strategy, Vendor Management, SDLC, Project Management, Data Center, Business Analysis, PMO, Infrastructure, Equities, Cloud Computing, Project Portfolio..., Business Continuity, Enterprise Architecture, CRM, Cross-functional Team..., Hedge Funds, Leadership, Networking, Project Delivery, Risk Management, IT Management, Management, Electronic Trading
Education
University at Albany, SUNY 1987 — 1991
BA, Computer Science
Rutgers University-New Brunswick
Edward Park's Banc of America Securities Experience 2002 - 2003
Job Finance and Operations
Industry Internet
Experience
Asana 2013 - Present
Facebook August 2007 - 2013
Yahoo! February 2007 - August 2007
Yahoo! March 2004 - February 2007
Lehman Brothers - Communications & Media Group July 2003 - August 2004
Banc of America Securities 2002 - 2003
Skills
Financial Modeling, Corporate Development, Analytics, Mergers & Acquisitions, Corporate Finance, Finance, Business Development, Venture Capital, Management, Valuation, Start-ups
Education
Princeton University 1998 — 2002
Bachelor, Economics, Cum Laude
Asana 2013 - Present
Facebook August 2007 - 2013
Yahoo! February 2007 - August 2007
Yahoo! March 2004 - February 2007
Lehman Brothers - Communications & Media Group July 2003 - August 2004
Banc of America Securities 2002 - 2003
Skills
Financial Modeling, Corporate Development, Analytics, Mergers & Acquisitions, Corporate Finance, Finance, Business Development, Venture Capital, Management, Valuation, Start-ups
Education
Princeton University 1998 — 2002
Bachelor, Economics, Cum Laude
Ngozi Watts's Banc of America Securities Experience 2001 - 2003
Job Vice President, Worldwide Gambling at Unity Technologies
Industry Gambling & Casinos
Experience
Unity Technologies October 2013 - Present
Unity Technologies January 2011 - Present
WMS Gaming June 2008 - January 2011
DLC 2006 - 2008
Hospira December 2004 - June 2007
Banc of America Securities 2001 - 2003
Skills
Negotiation, Sales, Corporate Finance, Valuation, Business Development, Strategic Planning, Business Strategy, Forecasting, Mergers, Financial Modeling, Financial Analysis, New Business Development, Strategy, Project Management, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
Northwestern University School of Law 1992 — 1995
JD, Corporate Transactions
Northwestern University - McCormick School of Engineering 1986 — 1990
BS, Industrial Engineering
Unity Technologies October 2013 - Present
Unity Technologies January 2011 - Present
WMS Gaming June 2008 - January 2011
DLC 2006 - 2008
Hospira December 2004 - June 2007
Banc of America Securities 2001 - 2003
Skills
Negotiation, Sales, Corporate Finance, Valuation, Business Development, Strategic Planning, Business Strategy, Forecasting, Mergers, Financial Modeling, Financial Analysis, New Business Development, Strategy, Project Management, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
Northwestern University School of Law 1992 — 1995
JD, Corporate Transactions
Northwestern University - McCormick School of Engineering 1986 — 1990
BS, Industrial Engineering
Aaron Reyes's Banc of America Securities Experience June 2008 - September 2008
Job Vice President Real Estate Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
Bank of America Merrill Lynch August 2009 - September 2013
UCLA Anderson August 2007 - June 2009
Banc of America Securities June 2008 - September 2008
Accenture 2001 - 2007
Skills
Real Estate, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Properties, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Management Consulting, Due Diligence, Strategy, Real Estate Financing, Capital Markets, Entrepreneurship, Financial Services, Market Research
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
Pepperdine University 1997 — 2001
BS, Finance
Morgan Stanley September 2014 - Present
Bank of America Merrill Lynch August 2009 - September 2013
UCLA Anderson August 2007 - June 2009
Banc of America Securities June 2008 - September 2008
Accenture 2001 - 2007
Skills
Real Estate, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Properties, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Management Consulting, Due Diligence, Strategy, Real Estate Financing, Capital Markets, Entrepreneurship, Financial Services, Market Research
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
Pepperdine University 1997 — 2001
BS, Finance
Jiho Han's Banc of America Securities Experience July 2007 - September 2008
Job VP at BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas Prime Services IT 2013 - Present
BNP Paribas Prime Brokerage 2008 - 2012
Banc of America Securities July 2007 - September 2008
Infinity Info Systems July 2003 - July 2007
Reuters April 2002 - July 2003
AT&T January 1999 - May 2001
Skills
Microsoft SQL Server, Software Development, .NET, ASP.NET, JavaScript
Education
Rutgers University-New Brunswick 1993 — 1999
BS, Computer Engineering, Computer Science
Paramus High School 1991 — 1993
Absegami High School 1990 — 1991
BNP Paribas Prime Services IT 2013 - Present
BNP Paribas Prime Brokerage 2008 - 2012
Banc of America Securities July 2007 - September 2008
Infinity Info Systems July 2003 - July 2007
Reuters April 2002 - July 2003
AT&T January 1999 - May 2001
Skills
Microsoft SQL Server, Software Development, .NET, ASP.NET, JavaScript
Education
Rutgers University-New Brunswick 1993 — 1999
BS, Computer Engineering, Computer Science
Paramus High School 1991 — 1993
Absegami High School 1990 — 1991
Mary Gilhooly's Banc of America Securities Experience November 2009 - Present
Job VP, Global Risk Management Team at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities November 2009 - Present
Morgan Stanley April 2005 - November 2009
Bear, Stearns & Co. Inc 1997 - 2005
NASD/FINRA-Dist #10 NY 1991 - 1996
NYMEX 1988 - 1991
Education
Rider University 1984 — 1988
BS, Accounting
Banc of America Securities November 2009 - Present
Morgan Stanley April 2005 - November 2009
Bear, Stearns & Co. Inc 1997 - 2005
NASD/FINRA-Dist #10 NY 1991 - 1996
NYMEX 1988 - 1991
Education
Rider University 1984 — 1988
BS, Accounting
Jaclyn Coffman's Banc of America Securities Experience April 2008 - December 2009
Job High Grade Fixed Income Sales at US Bank
Industry Financial Services
Experience
US Bank December 2009 - Present
Banc of America Securities April 2008 - December 2009
Banc of America Securities August 2007 - April 2008
Skills
Loan Origination, Portfolio Management, Equities, Credit, Investments, Valuation, Risk Management, Investment Banking, Derivatives, Trading, Asset Management, Corporate Finance, Hedge Funds
Education
Pace University - Lubin School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
US Bank December 2009 - Present
Banc of America Securities April 2008 - December 2009
Banc of America Securities August 2007 - April 2008
Skills
Loan Origination, Portfolio Management, Equities, Credit, Investments, Valuation, Risk Management, Investment Banking, Derivatives, Trading, Asset Management, Corporate Finance, Hedge Funds
Education
Pace University - Lubin School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Corbo's Banc of America Securities Experience 1999 - 2004
Job Mobile Administrator and Tier II/III Mobility/Executive Support at Consulting
Industry Pharmaceuticals
Experience
Independant Consultant September 2012 - Present
Novartis Consumer Health February 2012 - September 2012
Bristol-Myers Squibb July 2011 - February 2012
LifeCell Corporation January 2011 - July 2011
Wyndham Worldwide November 2006 - January 2011
Wyndham Worldwide (Formerly Cendant) Corp November 2006 - January 2011
Hewlett-Packard 2006 - 2006
Time Inc. 2005 - 2006
Christie's Auction House 2004 - 2005
Banc of America Securities 1999 - 2004
Skills
Blackberry, Mac, iPhone, Desktop Support, Customer Service, iPad, Android, Windows 7, Windows 8, Technical Sales, Technical Writing, Trade Floor Support, Laboratory Support, ITIL v3 Foundations..., Windows XP Pro, Windows Mobile Devices, Executive Support, iOS, Cloud Computing, CompTIA A+ Certification, Mobile Devices, Mobile Iron, Airwatch MDM, Apple, Cisco TPM, FiberLink MaaS360, Windows, Sales, Office 2010, PC Hardware, Office for Mac, ITIL Certified, Cisco Technologies, Computer Hardware, Disaster Recovery, Technical Support, Microsoft Office, Troubleshooting, Servers, Active Directory, Blackberry Enterprise..., Microsoft Exchange, Windows Server, DNS, XP, VPN, A+ Certified, Help Desk Support, Networking, SCCM
Education
Chanel Inc. 2013 — 2013
FiberLink MaaS360 MDM
CompTIA 2009 — 2009
A+/Network+
Rockland Community College 1983 — 1985
AAS, Computer Science, 3.65 GPA
Independant Consultant September 2012 - Present
Novartis Consumer Health February 2012 - September 2012
Bristol-Myers Squibb July 2011 - February 2012
LifeCell Corporation January 2011 - July 2011
Wyndham Worldwide November 2006 - January 2011
Wyndham Worldwide (Formerly Cendant) Corp November 2006 - January 2011
Hewlett-Packard 2006 - 2006
Time Inc. 2005 - 2006
Christie's Auction House 2004 - 2005
Banc of America Securities 1999 - 2004
Skills
Blackberry, Mac, iPhone, Desktop Support, Customer Service, iPad, Android, Windows 7, Windows 8, Technical Sales, Technical Writing, Trade Floor Support, Laboratory Support, ITIL v3 Foundations..., Windows XP Pro, Windows Mobile Devices, Executive Support, iOS, Cloud Computing, CompTIA A+ Certification, Mobile Devices, Mobile Iron, Airwatch MDM, Apple, Cisco TPM, FiberLink MaaS360, Windows, Sales, Office 2010, PC Hardware, Office for Mac, ITIL Certified, Cisco Technologies, Computer Hardware, Disaster Recovery, Technical Support, Microsoft Office, Troubleshooting, Servers, Active Directory, Blackberry Enterprise..., Microsoft Exchange, Windows Server, DNS, XP, VPN, A+ Certified, Help Desk Support, Networking, SCCM
Education
Chanel Inc. 2013 — 2013
FiberLink MaaS360 MDM
CompTIA 2009 — 2009
A+/Network+
Rockland Community College 1983 — 1985
AAS, Computer Science, 3.65 GPA
Beth Galanter Connolly's Banc of America Securities Experience November 2004 - September 2008
Job Institutional Client Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2015 - Present
Neuberger Berman December 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - October 2013
BNP Paribas October 2008 - April 2010
Banc of America Securities November 2004 - September 2008
Skills
Series 7, Series 63, Series 65, Leadership, Wealth Management, Equities, Prime Brokerage
Education
Pennsylvania State University 1999 — 2003
Bachelor's Degree, Marketing and International Business
Neuberger Berman June 2015 - Present
Neuberger Berman December 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - October 2013
BNP Paribas October 2008 - April 2010
Banc of America Securities November 2004 - September 2008
Skills
Series 7, Series 63, Series 65, Leadership, Wealth Management, Equities, Prime Brokerage
Education
Pennsylvania State University 1999 — 2003
Bachelor's Degree, Marketing and International Business
James Lange's Banc of America Securities Experience 2005 - 2008
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2010 - Present
Bank of America Merrill Lynch 2002 - 2009
Banc of America Securities 2005 - 2008
Counsel Corporation 2000 - 2000
Merrill Lynch August 1997 - June 1999
Bankers Trust 1995 - 1997
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Fixed Income, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Penn State University 1990 — 1995
Deutsche Bank April 2010 - Present
Bank of America Merrill Lynch 2002 - 2009
Banc of America Securities 2005 - 2008
Counsel Corporation 2000 - 2000
Merrill Lynch August 1997 - June 1999
Bankers Trust 1995 - 1997
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Fixed Income, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Penn State University 1990 — 1995
Jim Fee's Banc of America Securities Experience July 1988 - August 1999
Job Executive
Industry Executive Office
Experience
Trident Capital Management, Inc. February 2013 - Present
Dairy Farmers of America November 2007 - February 2013
Sprint October 2001 - April 2007
Sprint Nextel 2001 - 2007
Hoak, Breedlove, Wesneski February 2000 - August 2001
Banc of America Securities July 1988 - August 1999
Skills
Corporate Development, Mergers, Finance, Management, Mergers & Acquisitions, Business Development, Business Strategy, Financial Analysis, Strategic Planning, Executive Management, Competitive Analysis, Cross-functional Team..., Management Consulting, Strategy, Start-ups, Financial Modeling
Education
Rockhurst University 1985 — 1987
MBA, Business
United States Naval Academy 1974 — 1978
Bachelor of Science (BS), Management and Technology
Trident Capital Management, Inc. February 2013 - Present
Dairy Farmers of America November 2007 - February 2013
Sprint October 2001 - April 2007
Sprint Nextel 2001 - 2007
Hoak, Breedlove, Wesneski February 2000 - August 2001
Banc of America Securities July 1988 - August 1999
Skills
Corporate Development, Mergers, Finance, Management, Mergers & Acquisitions, Business Development, Business Strategy, Financial Analysis, Strategic Planning, Executive Management, Competitive Analysis, Cross-functional Team..., Management Consulting, Strategy, Start-ups, Financial Modeling
Education
Rockhurst University 1985 — 1987
MBA, Business
United States Naval Academy 1974 — 1978
Bachelor of Science (BS), Management and Technology
Mara Kamins's Banc of America Securities Experience 1999 - 2001
Job Executive Vice President, CoCreative Director and Operations
Industry Financial Services
Experience
Jeunique International / Allow Beauty December 2010 - Present
Blackwest Financial, LLC June 2010 - Present
Cleartree Brands June 2010 - Present
Fixation Interactive, LLC January 2005 - Present
Nurse Education Web, LLC January 2008 - July 2010
LAXART 2005 - 2008
Banc of America Securities 1999 - 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA
University of Michigan 1995 — 1999
B.A.
Jeunique International / Allow Beauty December 2010 - Present
Blackwest Financial, LLC June 2010 - Present
Cleartree Brands June 2010 - Present
Fixation Interactive, LLC January 2005 - Present
Nurse Education Web, LLC January 2008 - July 2010
LAXART 2005 - 2008
Banc of America Securities 1999 - 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA
University of Michigan 1995 — 1999
B.A.
Katie Vano Pavlich's Banc of America Securities Experience July 2002 - June 2003
Job Event Program Director at Pittsburgh Three Rivers Marathon Inc.
Industry Events Services
Experience
Pittsburgh Three Rivers Marathon, Inc. 2009 - Present
Institute for Entrepreneurial Excellence April 2006 - October 2009
Banc of America Securities July 2002 - June 2003
Banc of America Securities October 2000 - July 2002
Skills
Event Management, Sports Marketing, Social Media Marketing, Sponsorship, Event Planning, Public Relations, Social Media
Education
Ohio University 1996 — 2000
Pittsburgh Three Rivers Marathon, Inc. 2009 - Present
Institute for Entrepreneurial Excellence April 2006 - October 2009
Banc of America Securities July 2002 - June 2003
Banc of America Securities October 2000 - July 2002
Skills
Event Management, Sports Marketing, Social Media Marketing, Sponsorship, Event Planning, Public Relations, Social Media
Education
Ohio University 1996 — 2000
Brent Regaldi, AAMS®'s Banc of America Securities Experience 2000 - 2005
Job Investment Consultant at Delaware Investments, a member of Macquarie Group
Industry Investment Management
Experience
Needham 2010 - 2011
MDRx Research 2008 - 2010
Ryan Beck & Co. 2005 - 2007
Banc of America Securities 2000 - 2005
Skills
New Business Development, Account Management, Sales Process, Direct Sales, Business Relationship..., Equity Sales, Marketing Communications, Institutional Clients, Institutional Investors, Customer Relations, Asset Management, Asset Allocation, Equities, Fixed Income, Hedge Funds, Institutional..., Investments, Management, Sales, Customer Service, Business Development, Trading, Alternative Investments
Education
Penn State University 1995 — 1999
Bachelor of Science, Business Marketing
Needham 2010 - 2011
MDRx Research 2008 - 2010
Ryan Beck & Co. 2005 - 2007
Banc of America Securities 2000 - 2005
Skills
New Business Development, Account Management, Sales Process, Direct Sales, Business Relationship..., Equity Sales, Marketing Communications, Institutional Clients, Institutional Investors, Customer Relations, Asset Management, Asset Allocation, Equities, Fixed Income, Hedge Funds, Institutional..., Investments, Management, Sales, Customer Service, Business Development, Trading, Alternative Investments
Education
Penn State University 1995 — 1999
Bachelor of Science, Business Marketing
Raoul Bashir's Banc of America Securities Experience 1985 - 2001
Job Director Credit Policy at Overseas Private Investment Corporation
Industry International Affairs
Experience
Overseas Private Investment Corporation January 2015 - Present
Global Reach Advisors LLC May 2013 - December 2014
U.S. Department of State March 2012 - April 2013
U.S. Department of State 2009 - 2011
Global Reach Advisors LLC 2007 - 2009
Banc of America Securities 1985 - 2001
Skills
International..., International Relations, Policy Analysis, Foreign Policy, Government, Strategic Planning, Policy, Rule Of Law, Strategy, National Security, Governance, Public Policy, Analysis, Business Strategy, Program Management, Change Management, Democracy, Security Clearance, International Security, Research, Economic Development, Public Diplomacy, International Business, Corporate Finance, Private Equity, Project Finance, Structured Finance, Credit Risk, International Banking...
Education
The University of Chicago
Occidental College
Overseas Private Investment Corporation January 2015 - Present
Global Reach Advisors LLC May 2013 - December 2014
U.S. Department of State March 2012 - April 2013
U.S. Department of State 2009 - 2011
Global Reach Advisors LLC 2007 - 2009
Banc of America Securities 1985 - 2001
Skills
International..., International Relations, Policy Analysis, Foreign Policy, Government, Strategic Planning, Policy, Rule Of Law, Strategy, National Security, Governance, Public Policy, Analysis, Business Strategy, Program Management, Change Management, Democracy, Security Clearance, International Security, Research, Economic Development, Public Diplomacy, International Business, Corporate Finance, Private Equity, Project Finance, Structured Finance, Credit Risk, International Banking...
Education
The University of Chicago
Occidental College
Samantha Deka's Banc of America Securities Experience March 2005 - August 2009
Job Product Development at Fidelity Investments
Industry Banking
Experience
Fidelity Investments April 2014 - Present
RBC Capital Markets March 2010 - February 2014
Banc of America Securities March 2005 - August 2009
Deloitte 2002 - 2005
Skills
Derivatives, Equities, Electronic Trading, Credit Derivatives, Securities, Trading, Management Consulting, Capital Markets, Emerging Markets, Financial Services, Trading System, Trading Systems, Fixed Income
Education
Penn State University
BS, Finance & German
Fidelity Investments April 2014 - Present
RBC Capital Markets March 2010 - February 2014
Banc of America Securities March 2005 - August 2009
Deloitte 2002 - 2005
Skills
Derivatives, Equities, Electronic Trading, Credit Derivatives, Securities, Trading, Management Consulting, Capital Markets, Emerging Markets, Financial Services, Trading System, Trading Systems, Fixed Income
Education
Penn State University
BS, Finance & German
Jane Rawles's Banc of America Securities Experience 2000 - 2001
Job SVP and Loan Supervisor at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo Bank June 2005 - February 2013
Wells Fargo 2002 - May 2005
Banc of America Securities 2000 - 2001
Banc of America Securities 1994 - 1999
Continental Bank 1981 - 1995
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Loans, Credit
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance and Management
University of Wisconsin-Madison
Bachelors of Business Administration, Finance and International Business
Wells Fargo March 2013 - Present
Wells Fargo Bank June 2005 - February 2013
Wells Fargo 2002 - May 2005
Banc of America Securities 2000 - 2001
Banc of America Securities 1994 - 1999
Continental Bank 1981 - 1995
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Loans, Credit
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance and Management
University of Wisconsin-Madison
Bachelors of Business Administration, Finance and International Business
Claudine Ponzini Asrat's Banc of America Securities Experience March 1997 - August 2000
Job Supervisory Analyst/ Editor
Industry Financial Services
Experience
Prudential Equity Group January 2001 - August 2007
Montgomery Asset Management 2000 - 2001
Banc of America Securities March 1997 - August 2000
Keystone Investments 1995 - 1996
Thomson Financial Services 1991 - 1995
Skills
Fixed Income, Equities, Equity Research, Capital Markets, Bloomberg
Education
Providence College 1987 — 1991
BA, Mathematics
Beverly High School 1984 — 1987
Prudential Equity Group January 2001 - August 2007
Montgomery Asset Management 2000 - 2001
Banc of America Securities March 1997 - August 2000
Keystone Investments 1995 - 1996
Thomson Financial Services 1991 - 1995
Skills
Fixed Income, Equities, Equity Research, Capital Markets, Bloomberg
Education
Providence College 1987 — 1991
BA, Mathematics
Beverly High School 1984 — 1987
Jonathan Stanner's Banc of America Securities Experience 2004 - 2005
Job Senior Vice President, Capital Markets, Acquisitions & Treasurer at Strategic Hotels & Resorts
Industry Real Estate
Experience
Strategic Hotels & Resorts October 2013 - Present
Strategic Hotels & Resorts February 2011 - Present
Strategic Hotels & Resorts February 2009 - February 2010
Strategic Hotels & Resorts February 2008 - February 2009
Strategic Hotels and Resort August 2005 - February 2008
Banc of America Securities 2004 - 2005
Skills
Corporate Finance, Financial Analysis, Mergers, Financial Modeling, Due Diligence, Treasury, Investor Relations, Cash Flow Forecasting, Cash Management, Capital Markets, Capital Raises, Debt Restructuring
Education
Purdue University 2002 — 2004
Master, Business Admiistration
Purdue University 1999 — 2003
Bachelor of Science, Management
Strategic Hotels & Resorts October 2013 - Present
Strategic Hotels & Resorts February 2011 - Present
Strategic Hotels & Resorts February 2009 - February 2010
Strategic Hotels & Resorts February 2008 - February 2009
Strategic Hotels and Resort August 2005 - February 2008
Banc of America Securities 2004 - 2005
Skills
Corporate Finance, Financial Analysis, Mergers, Financial Modeling, Due Diligence, Treasury, Investor Relations, Cash Flow Forecasting, Cash Management, Capital Markets, Capital Raises, Debt Restructuring
Education
Purdue University 2002 — 2004
Master, Business Admiistration
Purdue University 1999 — 2003
Bachelor of Science, Management
Stephen Gomes's Banc of America Securities Experience June 2006 - August 2008
Job KDB+/Q Developer at Millennium Partners
Industry Financial Services
Experience
Millennium Partners July 2013 - Present
Deutsche Bank February 2011 - July 2013
Deutsche Bank August 2008 - February 2011
Banc of America Securities June 2006 - August 2008
Goldman Sachs 2005 - 2005
Skills
KDB, Equities, Market Data, Bloomberg, Time Series Analysis, Fixed Income, Derivatives, KDB+, Trading System, Trading Systems, Electronic Trading, Low Latency, Equity Derivatives, Quantitative Finance
Education
Rensselaer Polytechnic Institute 2002 — 2006
BS, Computer Science & Physics
Millennium Partners July 2013 - Present
Deutsche Bank February 2011 - July 2013
Deutsche Bank August 2008 - February 2011
Banc of America Securities June 2006 - August 2008
Goldman Sachs 2005 - 2005
Skills
KDB, Equities, Market Data, Bloomberg, Time Series Analysis, Fixed Income, Derivatives, KDB+, Trading System, Trading Systems, Electronic Trading, Low Latency, Equity Derivatives, Quantitative Finance
Education
Rensselaer Polytechnic Institute 2002 — 2006
BS, Computer Science & Physics
Manu Warrier's Banc of America Securities Experience March 2007 - November 2007
Job SEF Compliance Manager at GFI Group
Industry Investment Banking
Experience
ICAP August 2014 - Present
GFI Group November 2013 - August 2014
ICAP February 2011 - November 2013
Jesup & Lamont November 2009 - July 2010
Vector Global WMG March 2008 - June 2009
Banc of America Securities March 2007 - November 2007
United States General Services Administration October 2005 - March 2007
Skills
Securities, Options, Trading, Trading Systems, Equities, Fixed Income, Series 7, Equity Trading, FINRA, Capital Markets, Finance
Education
West Virginia University 2003 — 2005
Masters, Public Policy and International Relations
Penn State University 1998 — 2003
B.A, Economics, International Politics
ICAP August 2014 - Present
GFI Group November 2013 - August 2014
ICAP February 2011 - November 2013
Jesup & Lamont November 2009 - July 2010
Vector Global WMG March 2008 - June 2009
Banc of America Securities March 2007 - November 2007
United States General Services Administration October 2005 - March 2007
Skills
Securities, Options, Trading, Trading Systems, Equities, Fixed Income, Series 7, Equity Trading, FINRA, Capital Markets, Finance
Education
West Virginia University 2003 — 2005
Masters, Public Policy and International Relations
Penn State University 1998 — 2003
B.A, Economics, International Politics
Sergio Chavez's Banc of America Securities Experience January 2000 - July 2001
Job Manager, Product Catalog at TMobile
Industry Information Technology and Services
Experience
T-Mobile July 2013 - Present
T-Mobile August 2011 - July 2013
T-Mobile May 2011 - August 2011
T-Mobile October 2010 - May 2011
Duke University July 2007 - September 2010
Yesmail / Infousa 2004 - 2007
Adobe Systems, Inc. 2002 - 2004
Banc of America Securities January 2000 - July 2001
JPMorgan March 1998 - January 2000
Skills
SQL, Web Production, Testing, User Experience, Web Content Management, Mobile, Relational Databases, E-mailers, Technical Support, Help Desk Support, Hardware Support, Crystal Reports, Report Writing, Mobile Devices, WebSphere Commerce, CQ5, Web Site Production, Databases, SharePoint, HTML, Integration, Project Management, Quality Assurance, IBM Websphere Commerce, Mobile Applications, Scrum, Process Improvement, Content Management, Access, Cross-functional Team..., Management, Strategy
Education
Portland Community College 2006 — 2007
Certification program, Database Technologies
The University of New Mexico 1993 — 1997
BS, Psychology
T-Mobile July 2013 - Present
T-Mobile August 2011 - July 2013
T-Mobile May 2011 - August 2011
T-Mobile October 2010 - May 2011
Duke University July 2007 - September 2010
Yesmail / Infousa 2004 - 2007
Adobe Systems, Inc. 2002 - 2004
Banc of America Securities January 2000 - July 2001
JPMorgan March 1998 - January 2000
Skills
SQL, Web Production, Testing, User Experience, Web Content Management, Mobile, Relational Databases, E-mailers, Technical Support, Help Desk Support, Hardware Support, Crystal Reports, Report Writing, Mobile Devices, WebSphere Commerce, CQ5, Web Site Production, Databases, SharePoint, HTML, Integration, Project Management, Quality Assurance, IBM Websphere Commerce, Mobile Applications, Scrum, Process Improvement, Content Management, Access, Cross-functional Team..., Management, Strategy
Education
Portland Community College 2006 — 2007
Certification program, Database Technologies
The University of New Mexico 1993 — 1997
BS, Psychology
Timothy Gill's Banc of America Securities Experience December 2002 - May 2009
Job Equities
Industry Financial Services
Experience
Nomura Securities September 2009 - Present
Banc of America Securities December 2002 - May 2009
Banc of America Securities January 2008 - February 2009
Banc of America Securities January 2008 - February 2009
Citigroup September 1999 - October 2002
Accenture September 1998 - September 1999
Skills
Equities, Electronic Trading, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Series 7, Trading, Series 63, Trading Systems
Education
Princeton University 1994 — 1998
Bachelor of Engineering (B.E.), Financial Engineering and Operations Research
Delbarton School 1991 — 1994
Nomura Securities September 2009 - Present
Banc of America Securities December 2002 - May 2009
Banc of America Securities January 2008 - February 2009
Banc of America Securities January 2008 - February 2009
Citigroup September 1999 - October 2002
Accenture September 1998 - September 1999
Skills
Equities, Electronic Trading, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Series 7, Trading, Series 63, Trading Systems
Education
Princeton University 1994 — 1998
Bachelor of Engineering (B.E.), Financial Engineering and Operations Research
Delbarton School 1991 — 1994
Christian Munafo's Banc of America Securities Experience June 2000 - July 2003
Job Managing Director at Auda Private Equity
Industry Investment Management
Experience
Auda Private Equity August 2015 - Present
Thomas Weisel Global Growth Partners April 2005 - July 2015
GoldenEye International July 2003 - April 2005
Banc of America Securities June 2000 - July 2003
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Venture Capital, Alternative Investments, Investments, Investment Banking, Corporate Finance, LBO, Hedge Funds, Portfolio Management, Capital Markets
Education
Rutgers University-New Brunswick 1996 — 2000
Auda Private Equity August 2015 - Present
Thomas Weisel Global Growth Partners April 2005 - July 2015
GoldenEye International July 2003 - April 2005
Banc of America Securities June 2000 - July 2003
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Venture Capital, Alternative Investments, Investments, Investment Banking, Corporate Finance, LBO, Hedge Funds, Portfolio Management, Capital Markets
Education
Rutgers University-New Brunswick 1996 — 2000
Jessica Brooks's Banc of America Securities Experience 1999 - 2002
Job Graphic Designer and Financial Communications Professional for the alternative investment industry.
Industry Financial Services
Experience
Karman Advisers 2007 - Present
BNP Paribas 2006 - 2007
Safra Asset Management (formerly Alpha Investment Management) 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Corporate Branding, Adobe Creative Suite, Fact Sheets, Presentation Development, Content Management, Public Relations, Alternative Investments, Hedge Funds, Equities, Fixed Income, Equity Derivatives, FX Options, Technical Analysis, Mutual Funds, Capital Markets, Fund Of Funds, Investor Relations, Emerging Markets, Structured Products, Series 63, Institutional..., Financial Services, Investments, Asset Management, Client Services
Education
Parsons School of Design 2013 — 2015
Certificate in Graphic and Digital Design, Certificate, Graphic and Digital Design
State University of New York at Albany
Karman Advisers 2007 - Present
BNP Paribas 2006 - 2007
Safra Asset Management (formerly Alpha Investment Management) 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Corporate Branding, Adobe Creative Suite, Fact Sheets, Presentation Development, Content Management, Public Relations, Alternative Investments, Hedge Funds, Equities, Fixed Income, Equity Derivatives, FX Options, Technical Analysis, Mutual Funds, Capital Markets, Fund Of Funds, Investor Relations, Emerging Markets, Structured Products, Series 63, Institutional..., Financial Services, Investments, Asset Management, Client Services
Education
Parsons School of Design 2013 — 2015
Certificate in Graphic and Digital Design, Certificate, Graphic and Digital Design
State University of New York at Albany
Erica Chamberlain's Banc of America Securities Experience January 2008 - February 2009
Job Licensed Real Estate Agent at Historic Homes, Inc.
Industry Real Estate
Experience
Historic Homes, Inc. April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management September 2012 - April 2015
U.S. Trust, Bank of America Private Wealth Management June 2011 - September 2012
U.S. Trust, Bank of America Private Wealth Management November 2009 - August 2010
Banc of America Securities January 2008 - February 2009
Banc of America Securities November 2006 - December 2007
Banc of America Securities September 2005 - November 2006
Banc of America Securities March 2004 - August 2005
Metropolitan Research Associates March 2003 - March 2004
Skills
Marketing, Recruiting, Financial Services, Marketing Strategy, Event Planning, Event Management
Education
Quinnipiac University 1997 — 2001
BA, Communications
The University of Queensland 2000 — 2000
Communications
Historic Homes, Inc. April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management September 2012 - April 2015
U.S. Trust, Bank of America Private Wealth Management June 2011 - September 2012
U.S. Trust, Bank of America Private Wealth Management November 2009 - August 2010
Banc of America Securities January 2008 - February 2009
Banc of America Securities November 2006 - December 2007
Banc of America Securities September 2005 - November 2006
Banc of America Securities March 2004 - August 2005
Metropolitan Research Associates March 2003 - March 2004
Skills
Marketing, Recruiting, Financial Services, Marketing Strategy, Event Planning, Event Management
Education
Quinnipiac University 1997 — 2001
BA, Communications
The University of Queensland 2000 — 2000
Communications
Ryan Plotner's Banc of America Securities Experience January 1997 - May 2000
Job SVP, Brokerage Products for Fidelity Institutional Product
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments May 2012 - September 2013
Fidelity Investments May 2009 - May 2012
Fidelity Investments February 2008 - May 2009
Fidelity Investments December 2006 - February 2008
Fidelity Investments May 2003 - December 2006
Juno May 2000 - May 2001
Banc of America Securities January 1997 - May 2000
Skills
Series 7, Series 24, Series 63, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Personal Trust, Managed Accounts, Wealth Management, Private Client Services, Talent Management, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
Princeton University 1992 — 1996
Bachelor, Politics & International Relations
Milton Academy 1989 — 1992
High School
Fidelity Investments September 2013 - Present
Fidelity Investments May 2012 - September 2013
Fidelity Investments May 2009 - May 2012
Fidelity Investments February 2008 - May 2009
Fidelity Investments December 2006 - February 2008
Fidelity Investments May 2003 - December 2006
Juno May 2000 - May 2001
Banc of America Securities January 1997 - May 2000
Skills
Series 7, Series 24, Series 63, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Personal Trust, Managed Accounts, Wealth Management, Private Client Services, Talent Management, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
Princeton University 1992 — 1996
Bachelor, Politics & International Relations
Milton Academy 1989 — 1992
High School
Sarah Fuld's Banc of America Securities Experience June 2005 - 2009
Job Associate at Banc of America Investments
Industry Banking
Experience
Banc of America Securities June 2005 - 2009
Skills
Bloomberg
Education
Princeton University 2001 — 2005
Bachelor of Arts, English
Phillips Exeter Academy
Banc of America Securities June 2005 - 2009
Skills
Bloomberg
Education
Princeton University 2001 — 2005
Bachelor of Arts, English
Phillips Exeter Academy
Corrin Bomberger's Banc of America Securities Experience June 2008 - February 2009
Job Visual Merchandiser and Professional Organizer
Industry Textiles
Experience
The Bright Group May 2015 - Present
Quadrille February 2015 - Present
Duralee Fabrics February 2015 - Present
Self Employed Contractor October 2011 - Present
Enlight BIosciences April 2010 - September 2011
Banc of America Securities June 2008 - February 2009
Banc of America Securities April 2007 - February 2008
Banc of America Securities October 2005 - April 2007
SPX Corporation August 2004 - August 2005
Skills
Residential Homes, Selling, Home Staging, Furniture, Painting, Space planning, Small Business, Merchandising, Space-planning, Furnishings, Floor Plans, Move Management, Home Organizing
Education
Radford University 1997 — 2002
Bachelor of Science, Media Studies, Concentration in Advertising; Minor in Fashion Design
West Morris Mendham High School 1993 — 1997
The Bright Group May 2015 - Present
Quadrille February 2015 - Present
Duralee Fabrics February 2015 - Present
Self Employed Contractor October 2011 - Present
Enlight BIosciences April 2010 - September 2011
Banc of America Securities June 2008 - February 2009
Banc of America Securities April 2007 - February 2008
Banc of America Securities October 2005 - April 2007
SPX Corporation August 2004 - August 2005
Skills
Residential Homes, Selling, Home Staging, Furniture, Painting, Space planning, Small Business, Merchandising, Space-planning, Furnishings, Floor Plans, Move Management, Home Organizing
Education
Radford University 1997 — 2002
Bachelor of Science, Media Studies, Concentration in Advertising; Minor in Fashion Design
West Morris Mendham High School 1993 — 1997
Purvi Patel's Banc of America Securities Experience September 2005 - May 2007
Job Chief of Staff
Industry Financial Services
Experience
International Flavors & Fragrances March 2015 - Present
Citigroup October 2011 - March 2015
CIT Global May 2007 - March 2008
Banc of America Securities September 2005 - May 2007
Credit Suisse October 1995 - September 2005
Skills
Competitive Analysis, Capital Markets, Strategy, CRM, Management, Fixed Income, Leadership, Training, Performance Management, Recruiting, Portfolio Management, Budgets, Executive Management, Investment Banking, Strategic Planning, Global Business..., Risk Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
International Flavors & Fragrances March 2015 - Present
Citigroup October 2011 - March 2015
CIT Global May 2007 - March 2008
Banc of America Securities September 2005 - May 2007
Credit Suisse October 1995 - September 2005
Skills
Competitive Analysis, Capital Markets, Strategy, CRM, Management, Fixed Income, Leadership, Training, Performance Management, Recruiting, Portfolio Management, Budgets, Executive Management, Investment Banking, Strategic Planning, Global Business..., Risk Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Kevin Naudts's Banc of America Securities Experience May 1999 - Present
Job Vice President, Enterprise Technology and Delivery at Bank of America
Industry Financial Services
Experience
Banc of America Securities May 1999 - Present
Skills
Bonds, Disaster Recovery, Fixed Income, Vendor Management, ITIL
Education
Ramapo College of New Jersey 1984 — 1987
Banc of America Securities May 1999 - Present
Skills
Bonds, Disaster Recovery, Fixed Income, Vendor Management, ITIL
Education
Ramapo College of New Jersey 1984 — 1987
Richard Waelde's Banc of America Securities Experience May 2006 - September 2008
Job Lead Developer at Nomura
Industry Financial Services
Experience
Nomura November 2014 - Present
BNP Paribas October 2008 - November 2014
Banc of America Securities May 2006 - September 2008
Skills
Investment Banking, Equities, Fixed Income, Prime Brokerage, Derivatives, Trading Systems, Hedge Funds, Equity Derivatives, SDLC
Education
Rensselaer Polytechnic Institute 1998 — 2002
Nomura November 2014 - Present
BNP Paribas October 2008 - November 2014
Banc of America Securities May 2006 - September 2008
Skills
Investment Banking, Equities, Fixed Income, Prime Brokerage, Derivatives, Trading Systems, Hedge Funds, Equity Derivatives, SDLC
Education
Rensselaer Polytechnic Institute 1998 — 2002
Jeanette Kirazian's Banc of America Securities Experience 1996 - 2007
Job Outsourced CFO and Tax Advisor
Industry Financial Services
Experience
Libertas Accounting Services April 2012 - Present
Permanens Capital Advisors L.P. May 2011 - April 2012
Caravel Management LLC June 2009 - May 2011
Steeple Capital January 2008 - June 2009
Banc of America Securities 1996 - 2007
Goldstein Golub Kessler 1990 - 1996
Spicer & Oppenheim 1990 - 1990
Farkouh Furman & Faccio 1987 - 1990
Farkouh Furman & Faccio 1987 - 1990
Skills
Hedge Funds, Alternative Investments, Accounting, CPA, Financial Services, Tax, Private Equity, Mutual Funds, Finance, Asset Management, Due Diligence, Portfolio Management, Equities, Investments, Auditing
Education
Pace University - Lubin School of Business
MS, Taxation
Pace University - Lubin School of Business
BBA, Accounting
Libertas Accounting Services April 2012 - Present
Permanens Capital Advisors L.P. May 2011 - April 2012
Caravel Management LLC June 2009 - May 2011
Steeple Capital January 2008 - June 2009
Banc of America Securities 1996 - 2007
Goldstein Golub Kessler 1990 - 1996
Spicer & Oppenheim 1990 - 1990
Farkouh Furman & Faccio 1987 - 1990
Farkouh Furman & Faccio 1987 - 1990
Skills
Hedge Funds, Alternative Investments, Accounting, CPA, Financial Services, Tax, Private Equity, Mutual Funds, Finance, Asset Management, Due Diligence, Portfolio Management, Equities, Investments, Auditing
Education
Pace University - Lubin School of Business
MS, Taxation
Pace University - Lubin School of Business
BBA, Accounting
Kristy Haise's Banc of America Securities Experience April 2005 - April 2009
Job at
Industry Cosmetics
Experience
Younique Products 2015 - Present
American Cancer Society/Make A Wish Foundation May 2009 - Present
Banc of America Securities April 2005 - April 2009
Citigroup 2002 - 2005
Skills
Financial Modeling, Financial Analysis, Series 7, Bloomberg, Equities, Series 63, Portfolio Management, Capital Markets, Event Planning, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Fundraising, Data Analysis, Financial Services, Hedge Funds, Leadership, Microsoft Office, Relationship Management
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Marketing
Younique Products 2015 - Present
American Cancer Society/Make A Wish Foundation May 2009 - Present
Banc of America Securities April 2005 - April 2009
Citigroup 2002 - 2005
Skills
Financial Modeling, Financial Analysis, Series 7, Bloomberg, Equities, Series 63, Portfolio Management, Capital Markets, Event Planning, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Fundraising, Data Analysis, Financial Services, Hedge Funds, Leadership, Microsoft Office, Relationship Management
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Marketing
Soraya Bogart's Banc of America Securities Experience May 2008 - October 2008
Job Team Manager Prime Brokerage Corporate Actions
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Deutsche Bank Prime Brokerage Corporate Actions September 2011 - Present
Morgan Stanley February 2011 - September 2011
Morgan Stanley July 2010 - February 2011
Dreman Value Management December 2009 - January 2010
BNP Paribas October 2008 - August 2009
Banc of America Securities May 2008 - October 2008
Dreman Value Management November 2007 - February 2008
Skills
Mutual Funds, Account Reconciliation, Securities, Equities, Portfolio Management, Back Office, Bloomberg, Corporate Actions, Fixed Income, Financial Risk, Banking, Derivatives, AML, Series 7, Financial Services, Trading, Investment Banking
Education
University of Virginia
Paralegal Studies
Rutgers, The State University of New Jersey-Newark
Deutsche Bank June 2015 - Present
Deutsche Bank Prime Brokerage Corporate Actions September 2011 - Present
Morgan Stanley February 2011 - September 2011
Morgan Stanley July 2010 - February 2011
Dreman Value Management December 2009 - January 2010
BNP Paribas October 2008 - August 2009
Banc of America Securities May 2008 - October 2008
Dreman Value Management November 2007 - February 2008
Skills
Mutual Funds, Account Reconciliation, Securities, Equities, Portfolio Management, Back Office, Bloomberg, Corporate Actions, Fixed Income, Financial Risk, Banking, Derivatives, AML, Series 7, Financial Services, Trading, Investment Banking
Education
University of Virginia
Paralegal Studies
Rutgers, The State University of New Jersey-Newark
Melissa Moo Harkins's Banc of America Securities Experience March 2007 - November 2007
Job President, Founder at MooMotion
Industry Apparel & Fashion
Experience
MooMotion July 2011 - Present
Weeden & Co. February 2008 - August 2010
Banc of America Securities March 2007 - November 2007
NASDAQ August 2003 - August 2006
Education
Parsons School of Design 2010 — 2011
University of California, Davis 1997 — 2001
BS
MooMotion July 2011 - Present
Weeden & Co. February 2008 - August 2010
Banc of America Securities March 2007 - November 2007
NASDAQ August 2003 - August 2006
Education
Parsons School of Design 2010 — 2011
University of California, Davis 1997 — 2001
BS
Joseph Bender's Banc of America Securities Experience 2002 - 2007
Job Senior Telecommunications and Cable Equity Research Analyst
Industry Financial Services
Experience
Neuberger Berman 2007 - Present
Banc of America Securities 2002 - 2007
Goldman Sachs 1999 - 2001
Federal Communications Commission 1996 - 1999
U.S. Department of Justice, Antitrust Division, Economic Analysis Group 1994 - 1996
Skills
Bloomberg, Equity Research, Investor Relations, Financial Analysis, Equities, Telecommunications, Capital Markets, Valuation, Financial Modeling, Series 7, Hedge Funds, Investment Banking, Alternative Investments
Education
Pomona College
Bachelor of Arts (B.A.), Philosophy, Politics & Economics (PPE) and Classical Studies
University of Pittsburgh
Master's Degree, Economics
Neuberger Berman 2007 - Present
Banc of America Securities 2002 - 2007
Goldman Sachs 1999 - 2001
Federal Communications Commission 1996 - 1999
U.S. Department of Justice, Antitrust Division, Economic Analysis Group 1994 - 1996
Skills
Bloomberg, Equity Research, Investor Relations, Financial Analysis, Equities, Telecommunications, Capital Markets, Valuation, Financial Modeling, Series 7, Hedge Funds, Investment Banking, Alternative Investments
Education
Pomona College
Bachelor of Arts (B.A.), Philosophy, Politics & Economics (PPE) and Classical Studies
University of Pittsburgh
Master's Degree, Economics
Bob Brietz's Banc of America Securities Experience April 2007 - Present
Job VP at Bank of America
Industry Banking
Experience
Banc of America Securities April 2007 - Present
Bank of America March 2005 - March 2007
Bank of America March 2001 - March 2005
Marion Bass Securities Corporation October 1986 - February 2001
Interstate/Johnson Lane March 1968 - October 1986
Skills
Risk Management, Credit, Enterprise Risk..., Vendor Management, Financial Modeling, Mortgage Lending, Equities, Portfolio Management, Investment Banking, Fixed Income, Management, Auditing, Banking, Financial Services, Asset Managment, Internal Controls, Commercial Banking, Credit Analysis, Corporate Finance, Program Management, Process Improvement
Education
Pfeiffer University
BS, Accounting
Banc of America Securities April 2007 - Present
Bank of America March 2005 - March 2007
Bank of America March 2001 - March 2005
Marion Bass Securities Corporation October 1986 - February 2001
Interstate/Johnson Lane March 1968 - October 1986
Skills
Risk Management, Credit, Enterprise Risk..., Vendor Management, Financial Modeling, Mortgage Lending, Equities, Portfolio Management, Investment Banking, Fixed Income, Management, Auditing, Banking, Financial Services, Asset Managment, Internal Controls, Commercial Banking, Credit Analysis, Corporate Finance, Program Management, Process Improvement
Education
Pfeiffer University
BS, Accounting
Jay Surendranath's Banc of America Securities Experience July 2006 - August 2008
Job Senior Software Engineer
Industry Information Technology and Services
Experience
TradeStation April 2014 - Present
Miami International Holdings June 2012 - April 2014
Credit Suisse August 2008 - June 2012
Banc of America Securities July 2006 - August 2008
American Express Bank thru Infosys December 2005 - July 2006
American Express Bank thru Infosys June 2003 - November 2005
Skills
C#, Microsoft SQL Server, MySQL, HTML 5, JavaScript, jQuery, CSS3, AngularJS, ASP.NET MVC, KnockoutJS
Education
PSG College of Technology 1999 — 2003
TradeStation April 2014 - Present
Miami International Holdings June 2012 - April 2014
Credit Suisse August 2008 - June 2012
Banc of America Securities July 2006 - August 2008
American Express Bank thru Infosys December 2005 - July 2006
American Express Bank thru Infosys June 2003 - November 2005
Skills
C#, Microsoft SQL Server, MySQL, HTML 5, JavaScript, jQuery, CSS3, AngularJS, ASP.NET MVC, KnockoutJS
Education
PSG College of Technology 1999 — 2003
Samit Parikh's Banc of America Securities Experience May 2007 - April 2009
Job Vice President at Prudential Real Estate Investors
Industry Investment Management
Experience
Prudential Real Estate Investors March 2015 - Present
Booth Park Capital Management February 2014 - March 2015
ISI Group November 2010 - February 2014
Oppenheimer & Co. April 2009 - March 2010
Banc of America Securities May 2007 - April 2009
Prudential Real Estate Investors 2006 - 2007
Skills
Investment Properties, REIT, Equity Research, Alternative Investments
Education
Rutgers University-New Brunswick 2001 — 2005
Finance
Prudential Real Estate Investors March 2015 - Present
Booth Park Capital Management February 2014 - March 2015
ISI Group November 2010 - February 2014
Oppenheimer & Co. April 2009 - March 2010
Banc of America Securities May 2007 - April 2009
Prudential Real Estate Investors 2006 - 2007
Skills
Investment Properties, REIT, Equity Research, Alternative Investments
Education
Rutgers University-New Brunswick 2001 — 2005
Finance
Melvin Bryant's Banc of America Securities Experience 1990 - 1994
Job Independent Turnaround Professional
Industry Management Consulting
Experience
Perpetua Holdings, Inc and Subsidiaries May 2007 - September 2011
JetBroadband/Helicon Cable 2009 - 2010
Charter Communications 1999 - 2003
Banc of America Securities 1990 - 1994
Skills
Process Improvement, Start-ups, Team Building, Strategic Planning, Financial Modeling, Forecasting, Financial Analysis, Executive Management, Budgets, Account Management, Strategy, Microsoft Excel, Mergers, Strategic Partnerships, Leadership, Team Leadership, Management Consulting, Accounting, Management, Due Diligence, Change Management, Contract Negotiation, Cross-functional Team..., Call Centers, Competitive Analysis, Project Management, Telecommunications, Vendor Management, Business Analysis, Customer Service, Mergers & Acquisitions
Education
University of Wisconsin-Madison 1989 — 1990
Rockhurst University 1979 — 1983
BSBA, Accounting
Perpetua Holdings, Inc and Subsidiaries May 2007 - September 2011
JetBroadband/Helicon Cable 2009 - 2010
Charter Communications 1999 - 2003
Banc of America Securities 1990 - 1994
Skills
Process Improvement, Start-ups, Team Building, Strategic Planning, Financial Modeling, Forecasting, Financial Analysis, Executive Management, Budgets, Account Management, Strategy, Microsoft Excel, Mergers, Strategic Partnerships, Leadership, Team Leadership, Management Consulting, Accounting, Management, Due Diligence, Change Management, Contract Negotiation, Cross-functional Team..., Call Centers, Competitive Analysis, Project Management, Telecommunications, Vendor Management, Business Analysis, Customer Service, Mergers & Acquisitions
Education
University of Wisconsin-Madison 1989 — 1990
Rockhurst University 1979 — 1983
BSBA, Accounting
Andrew Tonge's Banc of America Securities Experience May 2006 - July 2007
Job Relationship/Operations Manager at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company July 2007 - Present
Banc of America Securities May 2006 - July 2007
Bank of America 2006 - 2007
Furman Selz 1989 - 2004
ING Barings 1999 - 2001
Education
Pace University - Lubin School of Business
Reliance Trust Company July 2007 - Present
Banc of America Securities May 2006 - July 2007
Bank of America 2006 - 2007
Furman Selz 1989 - 2004
ING Barings 1999 - 2001
Education
Pace University - Lubin School of Business
Keith. Bachman's Banc of America Securities Experience 2005 - 2008
Job Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets June 2007 - Present
Banc of America Securities 2005 - 2008
Bank of America 2003 - 2007
SAC Capital 2004 - 2005
WR Hambrecht 1998 - 2001
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Finance
Princeton University 1981 — 1985
BA, Politics
BMO Capital Markets June 2007 - Present
Banc of America Securities 2005 - 2008
Bank of America 2003 - 2007
SAC Capital 2004 - 2005
WR Hambrecht 1998 - 2001
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Finance
Princeton University 1981 — 1985
BA, Politics
Bill Funke's Banc of America Securities Experience 2008 - 2009
Job Vice President, U.S. Equity Research Product Management at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
Ben Cumming's Banc of America Securities Experience June 2000 - May 2003
Job Director Acquisition Finance
Industry Banking
Experience
SunTrust Robinson Humphrey June 2009 - Present
ORIX Healthcare Finance May 2003 - May 2009
Banc of America Securities June 2000 - May 2003
Education
Yale University - Yale School of Management 1998 — 2000
MBA
Purdue University 1990 — 1994
B.S., Civil Engineering
SunTrust Robinson Humphrey June 2009 - Present
ORIX Healthcare Finance May 2003 - May 2009
Banc of America Securities June 2000 - May 2003
Education
Yale University - Yale School of Management 1998 — 2000
MBA
Purdue University 1990 — 1994
B.S., Civil Engineering
Hallie Britton's Banc of America Securities Experience 2000 - 2002
Job Relationship Manager
Industry Financial Services
Experience
Liquidnet January 2007 - March 2015
Janney Montgomery Scott May 2002 - December 2006
Banc of America Securities 2000 - 2002
Boston Stock Exchange 1999 - 2000
Skills
Series 7, Options, Mutual Funds, Portfolio Management, Fixed Income, Series 24, Sales, Financial Markets, Asset Managment, Investments, FINRA, ETFs, Asset Management, Equities, Bloomberg, Securities, Trading Systems
Education
Providence College 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Liquidnet January 2007 - March 2015
Janney Montgomery Scott May 2002 - December 2006
Banc of America Securities 2000 - 2002
Boston Stock Exchange 1999 - 2000
Skills
Series 7, Options, Mutual Funds, Portfolio Management, Fixed Income, Series 24, Sales, Financial Markets, Asset Managment, Investments, FINRA, ETFs, Asset Management, Equities, Bloomberg, Securities, Trading Systems
Education
Providence College 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Andrew Maddaloni's Banc of America Securities Experience October 2003 - December 2007
Job Director of Research at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Travis Erdman's Banc of America Securities Experience November 1997 - July 1999
Job Data Scientist
Industry Management Consulting
Experience
Independent Consultant July 2011 - Present
Professional Poker Player January 2005 - April 2011
Franklin Templeton Investments July 2001 - December 2004
Banc of America Securities November 1997 - July 1999
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Quantitative Business Analysis
Independent Consultant July 2011 - Present
Professional Poker Player January 2005 - April 2011
Franklin Templeton Investments July 2001 - December 2004
Banc of America Securities November 1997 - July 1999
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Quantitative Business Analysis
John Mee's Banc of America Securities Experience 1998 - 2001
Job Independent Advisor
Industry Financial Services
Experience
Independent Advisor October 2011 - Present
Executive Wealth Management March 2005 - September 2011
Banc of America Securities 1998 - 2001
Subway Sandwich Shops GmbH / Subway Sandwich Shops AG 1993 - 1998
Citigroup 1985 - 1993
Continental Bank 1982 - 1984
Minnesota Twins 1969 - 1982
Skills
Strategic Planning, Portfolio Management, Investments, Asset Management, Equities, Financial Analysis, Marketing Strategy, Marketing, Team Building, Customer Service
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Finance
Saint John's University 1975 — 1979
BA, Government
St. Pius X 1963 — 1971
Independent Advisor October 2011 - Present
Executive Wealth Management March 2005 - September 2011
Banc of America Securities 1998 - 2001
Subway Sandwich Shops GmbH / Subway Sandwich Shops AG 1993 - 1998
Citigroup 1985 - 1993
Continental Bank 1982 - 1984
Minnesota Twins 1969 - 1982
Skills
Strategic Planning, Portfolio Management, Investments, Asset Management, Equities, Financial Analysis, Marketing Strategy, Marketing, Team Building, Customer Service
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Finance
Saint John's University 1975 — 1979
BA, Government
St. Pius X 1963 — 1971
Sam Grimsby's Banc of America Securities Experience May 2002 - February 2008
Job Institutional Sales & Trading
Industry Financial Services
Experience
Cantor Fitzgerald March 2008 - March 2009
Banc of America Securities May 2002 - February 2008
Skills
Bloomberg, Capital Markets, Equities, Electronic Trading, Fixed Income, Hedge Funds, Securities, Series 63, Trading, Series 7, Options
Education
Rutgers University-New Brunswick 1990 — 1994
B.S, Economics
Cantor Fitzgerald March 2008 - March 2009
Banc of America Securities May 2002 - February 2008
Skills
Bloomberg, Capital Markets, Equities, Electronic Trading, Fixed Income, Hedge Funds, Securities, Series 63, Trading, Series 7, Options
Education
Rutgers University-New Brunswick 1990 — 1994
B.S, Economics
Kenneth Byrne's Banc of America Securities Experience March 2003 - February 2007
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
Matt Isenberg's Banc of America Securities Experience June 2001 - April 2005
Job AP Economics Teacher
Industry Higher Education
Experience
Chicago Public and Charter Schools August 2009 - Present
BNP Paribas December 2006 - July 2008
Barclays Capital April 2005 - May 2006
Banc of America Securities June 2001 - April 2005
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign 1993 — 1997
Chicago Public and Charter Schools August 2009 - Present
BNP Paribas December 2006 - July 2008
Barclays Capital April 2005 - May 2006
Banc of America Securities June 2001 - April 2005
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign 1993 — 1997
Ben Strutt's Banc of America Securities Experience 2005 - 2007
Job Director, Equity Derivatives Trading, Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal April 2007 - Present
Trilogy Lacrosse 2006 - Present
The Strutt Group 1997 - Present
Banc of America Securities 2005 - 2007
Princeton University 2000 - 2001
St. Paul's School 1998 - 2000
Skills
FINRA, Equities, Trading, Electronic Trading, Equity Trading, Bloomberg, Derivatives, Trading Systems, Proprietary Trading, Volatility, Hedge Funds, ETFs, Fixed Income, Capital Markets, Financial Markets, Securities
Education
Princeton University 1993 — 1997
A.B., Politics, Philosophy
St. Paul's School 1981 — 1993
Bank of Montreal April 2007 - Present
Trilogy Lacrosse 2006 - Present
The Strutt Group 1997 - Present
Banc of America Securities 2005 - 2007
Princeton University 2000 - 2001
St. Paul's School 1998 - 2000
Skills
FINRA, Equities, Trading, Electronic Trading, Equity Trading, Bloomberg, Derivatives, Trading Systems, Proprietary Trading, Volatility, Hedge Funds, ETFs, Fixed Income, Capital Markets, Financial Markets, Securities
Education
Princeton University 1993 — 1997
A.B., Politics, Philosophy
St. Paul's School 1981 — 1993
Don Reda's Banc of America Securities Experience 2005 - 2008
Job Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Credit Suisse Alternative Investments 2008 - October 2010
Banc of America Securities 2005 - 2008
CIBC World Markets 2004 - 2005
C.I.B.C. World Markets 2004 - 2005
TIAA-CREF 1998 - 2004
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
TIAA-CREF 2011 - Present
Credit Suisse Alternative Investments 2008 - October 2010
Banc of America Securities 2005 - 2008
CIBC World Markets 2004 - 2005
C.I.B.C. World Markets 2004 - 2005
TIAA-CREF 1998 - 2004
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Robert Hong's Banc of America Securities Experience 2006 - 2008
Job Managing Director, Capital Markets at Ramirez & Co., Inc.
Industry Investment Banking
Experience
Ramirez & Co., Inc. 2009 - Present
Banc of America Securities 2006 - 2008
Citigroup Global Markets Inc. 1990 - 2006
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Williams College 1979 — 1983
BA
Punahou School 1975 — 1979
Ramirez & Co., Inc. 2009 - Present
Banc of America Securities 2006 - 2008
Citigroup Global Markets Inc. 1990 - 2006
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Williams College 1979 — 1983
BA
Punahou School 1975 — 1979
Daniel Grover's Banc of America Securities Experience July 2006 - November 2007
Job Global Head of Business Analysis at FENICS
Industry Financial Services
Experience
GFI Group January 2008 - Present
Banc of America Securities July 2006 - November 2007
Banc of America Securities June 2004 - June 2006
Skills
FX Options, Options, Trading Systems, Risk Management, Business Analysis, Derivatives, Electronic Trading, FX, VBA, SQL, Requirements Analysis, Business Requirements, Option Pricing Models, FIX, Software Engineering, C#, Equity Derivatives, GUI, Visual C++, User Interface Design, Strategy, Information Architecture, Software Architectural..., Project Management, Product Management, Leadership, Strategic Planning, Solution Architecture, Software Architecture, Budgets, Trading, Financial Markets
Education
Rensselaer Polytechnic Institute 2000 — 2004
BA, Computer and Systems Engineering, Computer Science
GFI Group January 2008 - Present
Banc of America Securities July 2006 - November 2007
Banc of America Securities June 2004 - June 2006
Skills
FX Options, Options, Trading Systems, Risk Management, Business Analysis, Derivatives, Electronic Trading, FX, VBA, SQL, Requirements Analysis, Business Requirements, Option Pricing Models, FIX, Software Engineering, C#, Equity Derivatives, GUI, Visual C++, User Interface Design, Strategy, Information Architecture, Software Architectural..., Project Management, Product Management, Leadership, Strategic Planning, Solution Architecture, Software Architecture, Budgets, Trading, Financial Markets
Education
Rensselaer Polytechnic Institute 2000 — 2004
BA, Computer and Systems Engineering, Computer Science
Jennifer Gong's Banc of America Securities Experience July 2008 - 2009
Job MBA at The Wharton School
Industry Arts and Crafts
Experience
The Wharton School FellowMicroenergy CreditsMarch 2010 - September 2011
Kiva.org September 2009 - January 2010
Banc of America Securities July 2008 - 2009
Banc of America Securities June 2006 - June 2008
Education
University of Virginia 2003 — 2006
Commerce, Economics
Raffles Junior College 2000 — 2002
Raffles Girls' School 1996 — 2000
The Wharton School FellowMicroenergy CreditsMarch 2010 - September 2011
Kiva.org September 2009 - January 2010
Banc of America Securities July 2008 - 2009
Banc of America Securities June 2006 - June 2008
Education
University of Virginia 2003 — 2006
Commerce, Economics
Raffles Junior College 2000 — 2002
Raffles Girls' School 1996 — 2000
Sean Gorman's Banc of America Securities Experience March 2005 - July 2006
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management 2013 - Present
Credit Suisse May 2009 - May 2013
Lehman Brothers/Barclays July 2006 - April 2009
Banc of America Securities March 2005 - July 2006
US Securities and Exchange Commission March 2004 - March 2005
Fioretti, Des Jardins & Reda, Ltd. September 2001 - March 2004
Skills
Series 7, Series 9, Series 10, Fixed Income, Investment Advisory, Fund Of Funds, Leveraged Finance, Back Office, Private Wealth..., Compliance, Series 24
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2003
MBA, Finance & International Business
University of Iowa 1994 — 1998
BA, Political Science
Barclays Wealth and Investment Management 2013 - Present
Credit Suisse May 2009 - May 2013
Lehman Brothers/Barclays July 2006 - April 2009
Banc of America Securities March 2005 - July 2006
US Securities and Exchange Commission March 2004 - March 2005
Fioretti, Des Jardins & Reda, Ltd. September 2001 - March 2004
Skills
Series 7, Series 9, Series 10, Fixed Income, Investment Advisory, Fund Of Funds, Leveraged Finance, Back Office, Private Wealth..., Compliance, Series 24
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2003
MBA, Finance & International Business
University of Iowa 1994 — 1998
BA, Political Science
Sally Dickerson's Banc of America Securities Experience June 2006 - June 2008
Job Director, Strategic Development at DaVita
Industry Hospital & Health Care
Experience
DaVita May 2013 - Present
DaVita September 2012 - May 2013
StreetWise Partners January 2009 - July 2010
New York City Investment Fund August 2008 - July 2010
Banc of America Securities June 2006 - June 2008
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Williams College 2002 — 2006
BA
School of International Training - Viet Nam
DaVita May 2013 - Present
DaVita September 2012 - May 2013
StreetWise Partners January 2009 - July 2010
New York City Investment Fund August 2008 - July 2010
Banc of America Securities June 2006 - June 2008
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Williams College 2002 — 2006
BA
School of International Training - Viet Nam
Mary Cunneen's Banc of America Securities Experience 2002 - 2004
Job Consultant at National Guardian Life Insurance Company
Industry Financial Services
Experience
National Guardian Life Insurance Company August 2009 - Present
American Express November 2008 - May 2009
JPMorgan May 2004 - October 2008
Banc of America Securities 2002 - 2004
Education
Rochester Institute of Technology
BS, Business
National Guardian Life Insurance Company August 2009 - Present
American Express November 2008 - May 2009
JPMorgan May 2004 - October 2008
Banc of America Securities 2002 - 2004
Education
Rochester Institute of Technology
BS, Business
Peter Trombino's Banc of America Securities Experience June 2006 - August 2006
Job Director, Brand Partnerships at mindbodygreen.com
Industry Online Media
Experience
mindbodygreen.com September 2015 - Present
MindBodyGreen.com January 2015 - September 2015
CrowdSurge January 2014 - December 2014
CrowdSurge November 2013 - December 2013
BofA July 2007 - June 2013
Banc of America Securities June 2006 - August 2006
Skills
Hedge Funds, Financial Analysis, Equities, Portfolio Management, Bloomberg, Sales, Microsoft Office, New Media, Microsoft Excel, Investments, Series 63, Capital Markets, Market Research, Trading, Marketing Strategy, Social Media, Online Advertising
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), History
St. Anthony's High School 1999 — 2003
mindbodygreen.com September 2015 - Present
MindBodyGreen.com January 2015 - September 2015
CrowdSurge January 2014 - December 2014
CrowdSurge November 2013 - December 2013
BofA July 2007 - June 2013
Banc of America Securities June 2006 - August 2006
Skills
Hedge Funds, Financial Analysis, Equities, Portfolio Management, Bloomberg, Sales, Microsoft Office, New Media, Microsoft Excel, Investments, Series 63, Capital Markets, Market Research, Trading, Marketing Strategy, Social Media, Online Advertising
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), History
St. Anthony's High School 1999 — 2003
Rachel Brewster, CAIA's Banc of America Securities Experience June 1999 - August 2003
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Becky Quesnel's Banc of America Securities Experience October 1998 - April 2008
Job Employer Relations Coordinator at Middlebury College
Industry Education Management
Experience
Middlebury College September 2008 - Present
Banc of America Securities October 1998 - April 2008
Skills
Marketing Materials, Administration, Scheduling, System Administration, Process Scheduler, Marketing, Event Planning, Interviews, Strategic Communications, Public Speaking, Community Outreach
Education
Plymouth State University 1994 — 1998
B.S., Mathematics, Marketing
Middlebury College September 2008 - Present
Banc of America Securities October 1998 - April 2008
Skills
Marketing Materials, Administration, Scheduling, System Administration, Process Scheduler, Marketing, Event Planning, Interviews, Strategic Communications, Public Speaking, Community Outreach
Education
Plymouth State University 1994 — 1998
B.S., Mathematics, Marketing
Catherine Vaughn, CFA's Banc of America Securities Experience July 2002 - November 2003
Job Head of Investor Relations at Hudson Executive Capital
Industry Financial Services
Experience
Hudson Executive Capital February 2015 - Present
Hutchin Hill Capital April 2012 - November 2014
Highbridge Capital Management April 2006 - January 2012
The Blackstone Group November 2003 - March 2006
Banc of America Securities July 2002 - November 2003
McKinsey & Company May 2001 - September 2001
Caterpillar 1996 - 2000
Skills
Hedge Funds, Asset Management, Alternative Investments, Business Development, Equities, Portfolio Management, Fixed Income, Private Equity, Capital Markets, Financial Modeling, Investments
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
The Ohio State University Fisher College of Business 1992 — 1996
BSBA
Hudson Executive Capital February 2015 - Present
Hutchin Hill Capital April 2012 - November 2014
Highbridge Capital Management April 2006 - January 2012
The Blackstone Group November 2003 - March 2006
Banc of America Securities July 2002 - November 2003
McKinsey & Company May 2001 - September 2001
Caterpillar 1996 - 2000
Skills
Hedge Funds, Asset Management, Alternative Investments, Business Development, Equities, Portfolio Management, Fixed Income, Private Equity, Capital Markets, Financial Modeling, Investments
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
The Ohio State University Fisher College of Business 1992 — 1996
BSBA
Marc Centrella's Banc of America Securities Experience June 2006 - June 2009
Job Senior Director, Corporate Strategy & Development at Becton, Dickinson and Company
Industry Banking
Experience
Becton, Dickinson and Company February 2015 - Present
Catalent Pharma Solutions June 2013 - February 2015
Deustche Bank July 2011 - June 2013
JPMorgan Chase July 2010 - July 2011
Banc of America Securities June 2006 - June 2009
Goldman Sachs 2001 - 2002
Goldman Sachs 2001 - 2002
Skills
Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Valuation, Bloomberg, Banking, Equities, Portfolio Management, Financial Analysis, Credit Risk, Hedge Funds, Corporate Finance, Private Equity
Education
Ramapo College of NJ
Bachelor of Arts (B.A.), Business Administration - Finance
Becton, Dickinson and Company February 2015 - Present
Catalent Pharma Solutions June 2013 - February 2015
Deustche Bank July 2011 - June 2013
JPMorgan Chase July 2010 - July 2011
Banc of America Securities June 2006 - June 2009
Goldman Sachs 2001 - 2002
Goldman Sachs 2001 - 2002
Skills
Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Valuation, Bloomberg, Banking, Equities, Portfolio Management, Financial Analysis, Credit Risk, Hedge Funds, Corporate Finance, Private Equity
Education
Ramapo College of NJ
Bachelor of Arts (B.A.), Business Administration - Finance
Ellen Duffy's Banc of America Securities Experience August 2002 - June 2009
Job Senior Vice President for Debt Issuance and Finance at New York City Housing Development Corporation
Industry Capital Markets
Experience
Banc of America Securities August 2002 - June 2009
First Union Securities July 1999 - July 2000
CS First Boston September 1986 - February 1995
Citicorp Investment Bank June 1982 - September 1986
Education
Providence College 1978 — 1982
Bachelor of Arts, Economics
Banc of America Securities August 2002 - June 2009
First Union Securities July 1999 - July 2000
CS First Boston September 1986 - February 1995
Citicorp Investment Bank June 1982 - September 1986
Education
Providence College 1978 — 1982
Bachelor of Arts, Economics
gregg erspamer's Banc of America Securities Experience June 2004 - January 2009
Job Morgan Stanley, Head of Americas ETF Trading, Director
Industry Investment Banking
Experience
Morgan Stanley May 2010 - Present
Citigroup March 2009 - May 2010
Banc of America Securities June 2004 - January 2009
Skills
ETFs, Trading, Arbitrage, Equities, Fixed Income, Index Arbitrage, Swaps
Education
Penn State University 2000 — 2004
Bachelor's Degree, Finance & International Business, Economics
Morgan Stanley May 2010 - Present
Citigroup March 2009 - May 2010
Banc of America Securities June 2004 - January 2009
Skills
ETFs, Trading, Arbitrage, Equities, Fixed Income, Index Arbitrage, Swaps
Education
Penn State University 2000 — 2004
Bachelor's Degree, Finance & International Business, Economics
Christopher LaBianca's Banc of America Securities Experience April 2000 - March 2008
Job Managing Director at UBS Real Estate Finance
Industry Commercial Real Estate
Experience
UBS Investment Bank June 2013 - Present
RCG Longview April 2008 - May 2013
Banc of America Securities April 2000 - March 2008
JPMorgan Chase & Co. June 1992 - April 2000
The Prudential Insurance Company February 1989 - August 1990
Skills
Capital Markets, Real Estate Economics, Asset Managment, Business Planning, Loans, Asset Management, Due Diligence, Finance, CMBS, Structured Finance, Mergers & Acquisitions, Financial Modeling, Real Estate, Valuation, Investments, Financial Analysis, Securities, Commercial Real Estate, Private Equity, Real Estate Financing, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1992
MBA, Finance & Accounting
Rider University 1986 — 1988
Bachelor Of Science, Finance
Seton Hall University 1984 — 1986
UBS Investment Bank June 2013 - Present
RCG Longview April 2008 - May 2013
Banc of America Securities April 2000 - March 2008
JPMorgan Chase & Co. June 1992 - April 2000
The Prudential Insurance Company February 1989 - August 1990
Skills
Capital Markets, Real Estate Economics, Asset Managment, Business Planning, Loans, Asset Management, Due Diligence, Finance, CMBS, Structured Finance, Mergers & Acquisitions, Financial Modeling, Real Estate, Valuation, Investments, Financial Analysis, Securities, Commercial Real Estate, Private Equity, Real Estate Financing, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1992
MBA, Finance & Accounting
Rider University 1986 — 1988
Bachelor Of Science, Finance
Seton Hall University 1984 — 1986
Aasha Barot's Banc of America Securities Experience June 2007 - March 2009
Job Associate Brand Manager at Nestle
Industry Marketing and Advertising
Experience
Nestlé August 2015 - Present
Unilever September 2014 - August 2015
Kellogg School of Management September 2012 - June 2014
Wrigley June 2013 - August 2013
Lazard Freres & Co. January 2010 - June 2012
Blaylock Robert Van LLC April 2009 - January 2010
Banc of America Securities June 2007 - March 2009
Skills
Marketing Strategy, Brand Development, Brand Management, Strategic Brand..., Product Innovation, Project Management, Consumer Marketing, Consumer Packaged Goods..., Digital Marketing, Merchandising, Marketing, Sales, Online Campaign..., Packaging Artwork, Brand Equity, Financial Modeling, Consumer Product Testing, Food & Beverage, Bloomberg, Valuation, Capital Markets, Fixed Income, Strategy, Analytics, Business Strategy, Management, Cross-functional Team..., Financial Analysis
Education
The University of Chicago 2004 — 2007
B.A., Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Managerial Analytics
Nestlé August 2015 - Present
Unilever September 2014 - August 2015
Kellogg School of Management September 2012 - June 2014
Wrigley June 2013 - August 2013
Lazard Freres & Co. January 2010 - June 2012
Blaylock Robert Van LLC April 2009 - January 2010
Banc of America Securities June 2007 - March 2009
Skills
Marketing Strategy, Brand Development, Brand Management, Strategic Brand..., Product Innovation, Project Management, Consumer Marketing, Consumer Packaged Goods..., Digital Marketing, Merchandising, Marketing, Sales, Online Campaign..., Packaging Artwork, Brand Equity, Financial Modeling, Consumer Product Testing, Food & Beverage, Bloomberg, Valuation, Capital Markets, Fixed Income, Strategy, Analytics, Business Strategy, Management, Cross-functional Team..., Financial Analysis
Education
The University of Chicago 2004 — 2007
B.A., Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Managerial Analytics
Ian Norton's Banc of America Securities Experience 1996 - 1998
Job Brand Manager at DPSG
Industry Marketing and Advertising
Experience
Dr Pepper Snapple Group 2005 - Present
Merisant 2003 - 2005
HJ Heinz 2002 - 2003
Bear Stearns 1998 - 2000
Banc of America Securities 1996 - 1998
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Marketing and Strategy
Texas A&M University 1992 — 1996
BBA, Finance
Dr Pepper Snapple Group 2005 - Present
Merisant 2003 - 2005
HJ Heinz 2002 - 2003
Bear Stearns 1998 - 2000
Banc of America Securities 1996 - 1998
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Marketing and Strategy
Texas A&M University 1992 — 1996
BBA, Finance
Seth Beers's Banc of America Securities Experience June 2004 - March 2007
Job CFO at Revelry Brands
Industry Venture Capital & Private Equity
Experience
Revelry Brands January 2013 - Present
PACT Apparel January 2013 - January 2015
PACT Apparel December 2010 - December 2012
Green Manning & Bunch May 2007 - April 2009
Banc of America Securities June 2004 - March 2007
McMaster-Carr Supply Company January 2000 - May 2004
Skills
Apparel, Venture Capital, Financial Modeling, Mergers, Valuation, Start-ups, Business Strategy, Due Diligence, Corporate Finance, Private Equity, Mergers & Acquisitions, Management, Corporate Development, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Masters of Business Administration, Finance
University of Michigan 1996 — 1999
Bachelor of Science, Biomechanics
Revelry Brands January 2013 - Present
PACT Apparel January 2013 - January 2015
PACT Apparel December 2010 - December 2012
Green Manning & Bunch May 2007 - April 2009
Banc of America Securities June 2004 - March 2007
McMaster-Carr Supply Company January 2000 - May 2004
Skills
Apparel, Venture Capital, Financial Modeling, Mergers, Valuation, Start-ups, Business Strategy, Due Diligence, Corporate Finance, Private Equity, Mergers & Acquisitions, Management, Corporate Development, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Masters of Business Administration, Finance
University of Michigan 1996 — 1999
Bachelor of Science, Biomechanics
Mike Tessalone's Banc of America Securities Experience June 2009 - August 2009
Job Vice President at Willis Capital Markets & Advisory
Industry Investment Banking
Experience
Willis Capital Markets & Advisory January 2014 - Present
Willis Capital Markets & Advisory August 2009 - December 2013
Banc of America Securities June 2009 - August 2009
Banc of America Securities June 2006 - June 2009
Banc of America Securities June 2005 - August 2005
MBNA June 2004 - August 2004
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, Financial Institutions, Due Diligence, Mergers, Capital Structure, Capital Raising
Education
Penn State University 2002 — 2006
Finance, Finance, Accounting
Bergen Catholic High School 1998 — 2002
Willis Capital Markets & Advisory January 2014 - Present
Willis Capital Markets & Advisory August 2009 - December 2013
Banc of America Securities June 2009 - August 2009
Banc of America Securities June 2006 - June 2009
Banc of America Securities June 2005 - August 2005
MBNA June 2004 - August 2004
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, Financial Institutions, Due Diligence, Mergers, Capital Structure, Capital Raising
Education
Penn State University 2002 — 2006
Finance, Finance, Accounting
Bergen Catholic High School 1998 — 2002
Clark Dees's Banc of America Securities Experience 2006 - 2009
Job Managing Director at Teneo Capital
Industry Investment Banking
Experience
Teneo Capital 2011 - Present
Turning Earth, LLC 2010 - Present
Gray Ghost Advisors 2009 - 2011
Banc of America Securities 2006 - 2009
Morgan Stanley 2002 - 2005
Morgan Stanley 1999 - 2002
Council of Economic Advisers, White House 1993 - 1995
Education
University of Virginia School of Law 1996 — 1999
JD
University of Virginia Darden School of Business 1995 — 1999
MBA
Princeton University 1989 — 1993
A.B., Economics
St. Stephen's and St. Agnes School
Teneo Capital 2011 - Present
Turning Earth, LLC 2010 - Present
Gray Ghost Advisors 2009 - 2011
Banc of America Securities 2006 - 2009
Morgan Stanley 2002 - 2005
Morgan Stanley 1999 - 2002
Council of Economic Advisers, White House 1993 - 1995
Education
University of Virginia School of Law 1996 — 1999
JD
University of Virginia Darden School of Business 1995 — 1999
MBA
Princeton University 1989 — 1993
A.B., Economics
St. Stephen's and St. Agnes School
Wayne Ip's Banc of America Securities Experience 2006 - 2007
Job
Industry Financial Services
Experience
Deutsche Bank Securities June 2010 - Present
Self Employed - Consultant 2009 - June 2010
Banc of America Securities 2006 - 2007
UBS Investment Bank 2005 - 2006
Credit Suisse First Boston 2002 - 2005
Sapient 2000 - 2001
Skills
Intex Desktop, VBA, CAS, Residential Mortgages, Bloomberg, Cash Flow Forecasting, Financial Structuring, Excel, Intex DealMaker, Bloomberg STRU Tool, Yieldbook, Cash Flow Modeling, Structuring, SQL, Loans, Due Diligence, Derivatives, Risk Management, Financial Modeling, Mortgage Lending, Structured Finance, Securitization, Banking, Alternative Investments, Fixed Income, Investment Banking, Financial Risk, Hedging, Equities, Credit, Capital Markets, Securities, Hedge Funds, Trading, MBS, Investments, Valuation, Portfolio Management, Asset Management, Credit Analysis
Education
Rutgers University-New Brunswick 1996 — 2000
B.S., Computer Science
Deutsche Bank Securities June 2010 - Present
Self Employed - Consultant 2009 - June 2010
Banc of America Securities 2006 - 2007
UBS Investment Bank 2005 - 2006
Credit Suisse First Boston 2002 - 2005
Sapient 2000 - 2001
Skills
Intex Desktop, VBA, CAS, Residential Mortgages, Bloomberg, Cash Flow Forecasting, Financial Structuring, Excel, Intex DealMaker, Bloomberg STRU Tool, Yieldbook, Cash Flow Modeling, Structuring, SQL, Loans, Due Diligence, Derivatives, Risk Management, Financial Modeling, Mortgage Lending, Structured Finance, Securitization, Banking, Alternative Investments, Fixed Income, Investment Banking, Financial Risk, Hedging, Equities, Credit, Capital Markets, Securities, Hedge Funds, Trading, MBS, Investments, Valuation, Portfolio Management, Asset Management, Credit Analysis
Education
Rutgers University-New Brunswick 1996 — 2000
B.S., Computer Science
Todd Gomez's Banc of America Securities Experience February 2004 - February 2008
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2008 - Present
Banc of America Securities February 2004 - February 2008
Chicago Housing Authority October 2000 - February 2004
Nuveen Investments April 1996 - October 2000
Skills
Affordable Housing, Community Development, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Investment Banking, Bonds, Loans, Credit Analysis, Real Estate Economics, Asset Managment, Asset Management, Banking, Real Estate Financing, Real Estate Development, Real Estate, Securities, Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Real Estate
Dartmouth College 1982 — 1986
BA, Economics
Bank of America Merrill Lynch February 2008 - Present
Banc of America Securities February 2004 - February 2008
Chicago Housing Authority October 2000 - February 2004
Nuveen Investments April 1996 - October 2000
Skills
Affordable Housing, Community Development, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Investment Banking, Bonds, Loans, Credit Analysis, Real Estate Economics, Asset Managment, Asset Management, Banking, Real Estate Financing, Real Estate Development, Real Estate, Securities, Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Real Estate
Dartmouth College 1982 — 1986
BA, Economics
Tony Schoen's Banc of America Securities Experience 2000 - 2002
Job Associate at Faruki Ireland & Cox
Industry Law Practice
Experience
Faruki Ireland & Cox AssociateFaruki Ireland and Cox P.L.L.2008 - Present
BISYS 2004 - 2005
Banc of America Securities 2000 - 2002
Education
The Ohio State University Moritz College of Law 2005 — 2008
JD
Ohio University 1996 — 2000
BA, Finance and Business Law
Alter High School
Faruki Ireland & Cox AssociateFaruki Ireland and Cox P.L.L.2008 - Present
BISYS 2004 - 2005
Banc of America Securities 2000 - 2002
Education
The Ohio State University Moritz College of Law 2005 — 2008
JD
Ohio University 1996 — 2000
BA, Finance and Business Law
Alter High School
kazal khan's Banc of America Securities Experience December 2004 - October 2006
Job FIX certification expert and Senior QA Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2008 - Present
Bear Stearns/JPM November 2006 - June 2008
Bear Stearns 2006 - 2008
Banc of America Securities December 2004 - October 2006
Instinet Corporation 2000 - 2004
Priceline.com July 2000 - October 2000
Thomson Reuters June 1998 - June 2000
Skills
Business Analysis
Education
Queens College 1994 — 1996
BS, Computer Science
Jefferies & Company June 2008 - Present
Bear Stearns/JPM November 2006 - June 2008
Bear Stearns 2006 - 2008
Banc of America Securities December 2004 - October 2006
Instinet Corporation 2000 - 2004
Priceline.com July 2000 - October 2000
Thomson Reuters June 1998 - June 2000
Skills
Business Analysis
Education
Queens College 1994 — 1996
BS, Computer Science
John McCracken's Banc of America Securities Experience 1994 - 2000
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
US Bank 2013 - July 2014
US Bank 2009 - 2013
WR Hambrecht + Co September 2000 - 2006
Banc of America Securities 1994 - 2000
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MBA, Finance, General
University of Colorado Boulder 1973 — 1977
Bachelor of Arts (BA), Economics
SunTrust Robinson Humphrey July 2014 - Present
US Bank 2013 - July 2014
US Bank 2009 - 2013
WR Hambrecht + Co September 2000 - 2006
Banc of America Securities 1994 - 2000
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MBA, Finance, General
University of Colorado Boulder 1973 — 1977
Bachelor of Arts (BA), Economics
Paula Dominick's Banc of America Securities Experience January 2008 - January 2010
Job Managing Director, Strategy Executive at Bank of America
Industry Investment Banking
Experience
Bank of America January 2014 - Present
Bank of America January 2010 - December 2013
Banc of America Securities January 2008 - January 2010
Bank of America October 2007 - December 2008
Bank of America October 2005 - February 2007
Goldman Sachs June 1996 - October 2005
Education
Quinnipiac University 1978 — 1982
Bachelor of Science (B.S.), Economics
Bank of America January 2014 - Present
Bank of America January 2010 - December 2013
Banc of America Securities January 2008 - January 2010
Bank of America October 2007 - December 2008
Bank of America October 2005 - February 2007
Goldman Sachs June 1996 - October 2005
Education
Quinnipiac University 1978 — 1982
Bachelor of Science (B.S.), Economics
Robert Murray-Rust's Banc of America Securities Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Nomura Securities 2011 - 2013
Banc of America Securities 2005 - 2009
Kraft Kennedy 2002 - 2004
Skills
Equities, Derivatives, Options, Trading, Equity Swaps, Index Funds, Index Options, Convertible Bonds, Dividends, SQL, VBA, Series 7, Series 63, Series 55, Series 3, MIS, Database Design, Financial Reporting, Project Management, Programming, Trading Systems, Bloomberg, Bloomberg Software, Microsoft Excel, Access Database, Electronic Trading, Bonds, Securities, Financial Regulation, Volcker, Python, R, Github
Education
Princeton University 1997 — 2001
Bachelor of Science & Engineering
Nomura Securities 2011 - 2013
Banc of America Securities 2005 - 2009
Kraft Kennedy 2002 - 2004
Skills
Equities, Derivatives, Options, Trading, Equity Swaps, Index Funds, Index Options, Convertible Bonds, Dividends, SQL, VBA, Series 7, Series 63, Series 55, Series 3, MIS, Database Design, Financial Reporting, Project Management, Programming, Trading Systems, Bloomberg, Bloomberg Software, Microsoft Excel, Access Database, Electronic Trading, Bonds, Securities, Financial Regulation, Volcker, Python, R, Github
Education
Princeton University 1997 — 2001
Bachelor of Science & Engineering
Susan (Kenary) Quirk's Banc of America Securities Experience 1996 - 2000
Job Corporate Recruiter
Industry Management Consulting
Experience
PW Communications October 2012 - Present
Banc of America Securities 1996 - 2000
Vrolyk & Company 1993 - 1995
Skills
Analytical Skills, Leadership, Business Strategy, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Insurance, Relationship Management, Financial Advisory, Equities, Financial Analysis, Marketing Communications, Vendor Management, Management
Education
Providence College
Bachelor of Arts (B.A.)
PW Communications October 2012 - Present
Banc of America Securities 1996 - 2000
Vrolyk & Company 1993 - 1995
Skills
Analytical Skills, Leadership, Business Strategy, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Insurance, Relationship Management, Financial Advisory, Equities, Financial Analysis, Marketing Communications, Vendor Management, Management
Education
Providence College
Bachelor of Arts (B.A.)
Kim Scarpaci's Banc of America Securities Experience July 1998 - January 2006
Job Executive Assistant/Account Executive
Industry Financial Services
Experience
Morgan Stanley April 2011 - April 2012
Various Temporary Assignments January 2011 - March 2011
Goldman Sachs February 2007 - September 2008
Banc of America Securities July 1998 - January 2006
Skills
Training, Management, Portfolio Management, Hedge Funds, Series 63, Software Documentation, Accounts Payable, Financial Services, Account Reconciliation, Trading, Program Management, Nonprofits, Project Planning, Telephone Skills, Mortgage Lending, Funding, Troubleshooting, Purchasing, Series 7, Customer Service, Budgets, Sales
Education
LIU Brooklyn 2014 — 2015
Master of Education (M.Ed.)
Pace University 1990 — 1995
BA, Major: Communications (Broadcast Journalism); Minor: Business
Pace University 1990 — 1995
BA, Major: Communications (Broadcast Journalism); Minor: Business
Morgan Stanley April 2011 - April 2012
Various Temporary Assignments January 2011 - March 2011
Goldman Sachs February 2007 - September 2008
Banc of America Securities July 1998 - January 2006
Skills
Training, Management, Portfolio Management, Hedge Funds, Series 63, Software Documentation, Accounts Payable, Financial Services, Account Reconciliation, Trading, Program Management, Nonprofits, Project Planning, Telephone Skills, Mortgage Lending, Funding, Troubleshooting, Purchasing, Series 7, Customer Service, Budgets, Sales
Education
LIU Brooklyn 2014 — 2015
Master of Education (M.Ed.)
Pace University 1990 — 1995
BA, Major: Communications (Broadcast Journalism); Minor: Business
Pace University 1990 — 1995
BA, Major: Communications (Broadcast Journalism); Minor: Business
Donna Campanalonga's Banc of America Securities Experience May 2003 - June 2007
Job Vice President, Treasury at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2007 - Present
Banc of America Securities May 2003 - June 2007
CIBC World Markets October 2001 - May 2003
Skills
Treasury, Financial Risk, Operational Risk, Cash Management, Foreign Exchange, Capital Markets, Derivatives, Treasury Management, Investment Banking, Bonds, Fixed Income, FX Options, Equities, Financial Markets, Hedging, Structured Finance, Bloomberg, Corporate Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Jefferies LLC June 2007 - Present
Banc of America Securities May 2003 - June 2007
CIBC World Markets October 2001 - May 2003
Skills
Treasury, Financial Risk, Operational Risk, Cash Management, Foreign Exchange, Capital Markets, Derivatives, Treasury Management, Investment Banking, Bonds, Fixed Income, FX Options, Equities, Financial Markets, Hedging, Structured Finance, Bloomberg, Corporate Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Kristin Lanzi's Banc of America Securities Experience October 2006 - July 2011
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment January 2012 - Present
Banc of America Securities October 2006 - July 2011
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelors Degree, Finance, General
Lincoln Investment January 2012 - Present
Banc of America Securities October 2006 - July 2011
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelors Degree, Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS