Banc of America Securities, LLC

Industry: Investment banking company

Description

Banc 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, NY Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America

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Banc of America Securities, LLC Employees

Employee
Years
Job
Industry
Russell M Walter Russell M Walter Sonoma, California Details
Russell M Walter's Banc of America Securities, LLC Experience January 2001 - May 2009
Job GBSCIDP Foundation International
Industry Nonprofit Organization Management
Experience
GBS-CIDP Foundation International   October 2011 - Present
Asian Art Museum  September 2010 - Present
Robert Half Finance & Accounting  May 2015 - July 2015
Vacation Rental Property Manager   2003 - 2014
Charles Schwab & Co., Inc.   November 2011 - June 2013
Russell M. Walter dba Russell M. Walter Independent Compliance Consultant   May 2009 - November 2011
Banc of America Securities LLC  January 2001 - May 2009
Banc of America Securities LLC  January 2000 - January 2001
Bank of America  January 1996 - January 2000
BANK OF AMERICA  June 1992 - September 1996

Skills
Capital Markets, Financial Risk, Strategy, Fixed Income, Banking, Risk Management, Investments, AML, Financial Services, Compliance, Change Management, Securities, Series 7, Mutual Funds, CRM, Management, Due Diligence, Internal Controls, Access, Policy, Venture Capital, Governance, Equities

Education
Thunderbird School of Global Management   1980 — 1981
M.B.A

GBS/CIDP Foundation training

The Ohio State University
M.A

University of Missouri-Columbia
B.A

Gary Welge Gary Welge Greater New York City Area Details
Gary Welge's Banc of America Securities, LLC Experience October 2006 - January 2010
Job Mortgage Loan Originator at United Northern Mortgage Bankers, Ltd.
Industry Financial Services
Experience
United Northern Mortgage Bankers, Ltd.   October 2011 - Present
BNP Paribas Prime Brokerage Inc.   October 2006 - May 2011
BNP Paribas  2006 - May 2011
Banc of America Securities LLC  October 2006 - January 2010
Paloma Securities LLC   November 2004 - October 2006

Skills
Prime Brokerage, Corporate Actions, Loans, Settlement, Securities Lending, Loan Origination, Bloomberg, Mortgage Banking, Mortgage Lending, VA loans, FHA financing, Credit, Reverse Mortgages, Residential Mortgages, International..., Dividends, Securities, Refinance, Real Estate Financing, FHA, Credit Analysis, Government Loans, Construction Loans, Commercial Lending, 203K, Real Estate, First Time Home Buyers, Real Estate Economics, Certified Mortgage..., USDA, Commercial Mortgages, Financial Structuring, Mortgage Underwriting, Consumer Lending, Banking, Loss Mitigation

Education
Iona College   2000 — 2004
BBA, Business Adm

Wendy Willett McMillan Wendy Willett McMillan San Francisco, California Details
Wendy Willett McMillan's Banc of America Securities, LLC Experience 1994 - 2000
Job Managing Director at Wells Fargo Securities LLC
Industry Capital Markets
Experience
Wells Fargo Securities LLC  December 2006 - Present
Banc of America Securities LLC  1994 - 2000
Bankers Trust  1992 - 1994
Chase Manhattan Bank  1991 - 1992

Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Valuation, Hedge Funds, Derivatives, Series 7, Financial Modeling, Investments, Private Equity, Bloomberg, Financial Services, Asset Management, Bonds, Finance, Commodity, Financial Advisory, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Structured Products, Emerging Markets, Equity Derivatives, Equity Research

Education
Georgetown University   1987 — 1991
Bachelor of Science in Business Administration, Finance and International Management; French Minor

Oxford University   1990 — 1990
Summer Program, Comparative Business Policy

University Liggett School   1974 — 1987

William W Tucker William W Tucker Orlando, Florida Area Details
William W Tucker's Banc of America Securities, LLC Experience June 2005 - February 2008
Job SVP Senior Commercial Banker at Wells Fargo Bank
Industry Banking
Experience
Banc of America Securities, LLC   June 2005 - February 2008
Bank of America  January 1996 - December 2004
Bank South  June 1975 - December 1995

Skills
Loans, Credit, Portfolio Management, Treasury Management, Private Banking, Middle Market, Corporate Finance, Credit Analysis, Commercial Banking, Banking, Underwriting, Financial Analysis, Financial Risk, Financial Services, Finance, Risk Management, Capital Markets, Cash Management, Commercial Lending, Management, Credit Risk

Education
Georgia State University - J. Mack Robinson College of Business   1971 — 1973
MBA, Finance

Georgia Institute of Technology   1967 — 1971
BS, Industrial Management

Eric Risley Eric Risley San Francisco Bay Area Details
Eric Risley's Banc of America Securities, LLC Experience 2000 - 2005
Job Managing Partner at Architect Partners Driving Premium Value M&A
Industry Investment Banking
Experience
Architect Partners LLC   2010 - Present
Rutberg & Company LLC   2006 - 2009
GKM / Osprey Ventures   2006 - 2006
Banc of America Securities LLC  2000 - 2005
CIBC World Markets  1998 - 2000
Oppenheimer & Co., Inc.   1987 - 1998

Skills
Mergers, Business Strategy, Digital Media, Finance, Negotiation, Mobile Devices, Positioning, Capital Structure, Software, Venture Capital, Corporate Development, Private Equity, Start-ups, Mergers & Acquisitions, Investment Banking, Entrepreneurship

Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration, Finance

Ellerton J. Castor Ellerton J. Castor Miami, Florida Details
Ellerton J. Castor's Banc of America Securities, LLC Experience January 2000 - November 2004
Job Chief Financial Officer at Ontario Graphite Limited
Industry Venture Capital & Private Equity
Experience
Ontario Graphite Limited   November 2012 - Present
Ontario Graphite Limited   February 2012 - November 2013
SphereInvest Group   January 2010 - January 2012
Panterra Partners, LLC   January 2005 - December 2009
Banc of America Securities, LLC   January 2000 - November 2004
CIBC World Markets  June 1995 - December 1999
Morgan Stanley & Company  August 1993 - April 1995
Bank of Boston  June 1989 - July 1991
Shawmut Bank  November 1986 - June 1989

Skills
Mergers, Corporate Finance, Restructuring, Private Equity, Financial Analysis, Loans, Strategy, Investments, Real Estate, Investment Banking, Due Diligence, Entrepreneurship, Corporate Law, Financial Structuring, Real Estate Economics, Business Strategy, Mergers & Acquisitions, Capital, Management, Start-ups, Management Consulting, Risk Management, Mutual Funds, Latin America, Financial Modeling, Commercial Lending, Portfolio Management

Education
Harvard Business School   1991 — 1993
MBA

Franklin Pierce University   1982 — 1986
AB

Lorena Lee, L.Ac., Dipl.O.M., CMT Lorena Lee, L.Ac., Dipl.O.M., CMT San Diego, California Details
Lorena Lee, L.Ac., Dipl.O.M., CMT's Banc of America Securities, LLC Experience November 2005 - December 2007
Job Acupuncturist
Industry Hospital & Health Care
Experience
Pacific College of Oriental Medicine  April 2014 - Present
Lorena Lee Acupuncture   January 2013 - Present
Old Town Acupuncture and Wellness   October 2012 - Present
University of California, San Diego  January 2013 - December 2013
Pacific College of Oriental Medicine  September 2009 - December 2013
Acusport Health Center   April 2012 - December 2012
Lazard Capital Markets LLC   December 2007 - September 2009
Banc of America Securities LLC  November 2005 - December 2007
American International Group  June 1998 - November 2005
American International Group  June 1998 - November 2005

Skills
Acupuncture, Sports Medicine, Pain Management, Chinese Herbal Medicine, Chinese Medicine, Healthcare, Research, Therapeutic Massage, Massage Cupping, Nutrition, Microsoft Office, Treatment, Public Speaking, Microsoft Word, Wellness, Microsoft Excel, PowerPoint

Education
Pacific College of Oriental Medicine   2009 — 2013
Masters of Science in East Asian Medicine

City University of New York
Bachelor’s Degree, Economics/Finance

Vanessa Brackett Vanessa Brackett Greater Atlanta Area Details
Vanessa Brackett's Banc of America Securities, LLC Experience July 2001 - November 2005
Job Program Support Assistant/IT at Small Business Administration
Industry Government Administration
Experience
BRACKETT & CO.   2013 - Present
Small Business Administration  June 2011 - Present
Stag Enterprise, Inc  December 2007 - June 2011
Banc of America Securities LLC  July 2001 - November 2005

Skills
Government, Sales, Policy, Microsoft Office, Government Contracting, Outlook, Public Speaking, Community Outreach, Customer Service, Data Entry, Microsoft Excel, Program Management, Access, Microsoft Word, Administrative...

Education
American Military University

Jonathan Maroko, CFA Jonathan Maroko, CFA Los Angeles, California Details
Jonathan Maroko, CFA's Banc of America Securities, LLC Experience June 2006 - June 2008
Job Portolio Manager at Mulholland Vista Capital Advisors, LLC
Industry Investment Management
Experience
Mulholland Vista Capital Advisors, LLC   June 2013 - Present
Vanadium Capital Management, LLC   June 2008 - May 2013
Banc of America Securities LLC  June 2006 - June 2008

Skills
Valuation, Hedge Funds, Financial Analysis, Financial Modeling, Equities, Debt, Value Investing, Special Situations..., Portfolio Management, Investment Management, Equity Research, Investment Banking, Economics, Alternative Investments, Capital Markets, Due Diligence

Education
Indiana University Bloomington   2002 — 2006
B.S. in Business

Michael Zacharia Michael Zacharia Greater New York City Area Details
Michael Zacharia's Banc of America Securities, LLC Experience August 2005 - December 2008
Job Director BNP Paribas Prime Brokerage
Industry Financial Services
Experience
BNP Paribas  October 2008 - Present
Banc of America Securities, LLC   August 2005 - December 2008
Banc of America Securities  2005 - October 2008
VP  June 2003 - August 2005
Neuberger Berman (a Lehman Brothers Company)   March 2000 - August 2005
Lehman-Neuberger Berman   1997 - 2005
Neuberger Berman  1997 - 2005
Prime Brokerage & Correspondent Clearing Group   March 2000 - June 2003
Oppenheimer Capital  March 1997 - March 2000
Cantor Fitzgerald  June 1996 - March 1997

Skills
Prime Brokerage, Series 7, Collateral Management, Series 63, Series 24, Corporate Actions, Settlement, Equity Trading, Capital Markets, Swaps, Electronic Trading, Fixed Income, Equities, Hedge Funds, Options, Trading, Investments, Derivatives, Equity Derivatives, Bloomberg, Financial Markets, Currency, Bonds, Operational Risk, Portfolio Management, FINRA, Fund Administration, Relationship Management, Securities, Investment Advisory, Back Office, Trading Systems, Securities Lending, Client Services, Operational Risk..., Alternative Investments, Finance, CDS, FX Options, Middle Office, Structured Products, Mutual Funds, Financial Services

Education
Hofstra University   1986 — 1989
BBS, Marketing

Hofstra University
Bachelors of Business Administration, Marketing

Finra exams

David Koppel David Koppel Greater New York City Area Details
David Koppel's Banc of America Securities, LLC Experience August 2005 - October 2008
Job Director, Prime Brokerage Operations, BNP Paribas, Inc
Industry Investment Banking
Experience
BNP Paribas Prime Brokerage Inc.   October 2008 - Present
Banc of America Securities, LLC   August 2005 - October 2008
RBC Capital Markets  January 2003 - August 2005
Morgan Stanley Private Wealth Management  1999 - 2002
Morgan Stanley  1983 - 1999

Skills
Prime Brokerage, Equities, Hedge Funds, Capital Markets, Derivatives, Securities, Series 7, Options, Series 63, FX Options, Alternative Investments, Equity Derivatives, Collateral Management, Financial Services, Mutual Funds

Education
Fordham University - Graduate School of Business Administration   1984 — 1987
Master of Business Administration (MBA), Finance, General

Fordham University   1979 — 1983
BS, Business

Craig Kegg Craig Kegg Columbus, Ohio Details
Craig Kegg's Banc of America Securities, LLC Experience July 1998 - March 2004
Job SVP, Grandbridge Real Estate Capital, LLC
Industry Commercial Real Estate
Experience
Grandbridge Real Estate Capital, LLC  April 2005 - Present
Banc of America Securities, LLC   July 1998 - March 2004
State Savings Bank  March 1995 - June 1998
Reebok  February 1994 - March 1995

Skills
Valuation, Finance, Due Diligence, Equities, Asset Management, Real Estate, Commercial Real Estate, Investments, Real Estate Economics, Real Estate Financing, Brokerage, CMBS, Real Estate Development, Location Intelligence, Real Estate Transactions, Financial Analysis

Education
Miami University   1989 — 1993
Bachelor's Degree, Public Administration

Howard K. Gaswirth Howard K. Gaswirth Cincinnati, Ohio Details
Howard K. Gaswirth's Banc of America Securities, LLC Experience June 2005 - July 2006
Job Senior Financial Analyst at Luxottica Group
Industry Financial Services
Experience
Training The Street  May 2013 - October 2013
JPMorgan Chase & Co.   September 2006 - May 2008
Banc of America Securities LLC  June 2005 - July 2006
Banc of America Securities LLC  2004 - 2004
Deloitte & Touche LLP  2003 - 2003

Education
City University of New York-Baruch College - Zicklin School of Business
Honors MBA, Finance, Corporate Strategy

University of Michigan - Stephen M. Ross School of Business   2003 — 2005
BBA, Finance, Accounting

University of Michigan   2001 — 2003
Pre-Business

Kyle Bertke Kyle Bertke Springfield, Massachusetts Area Details
Kyle Bertke's Banc of America Securities, LLC Experience June 2005 - June 2006
Job Manager, Joint Venture Business Development at Aetna
Industry Hospital & Health Care
Experience
Aetna  June 2013 - October 2014
CVS Caremark Corporation  June 2012 - August 2012
Partners Healthcare / Newton-Wellesley Hospital (NWH)   April 2008 - June 2011
Silicon Valley Bank  January 2007 - April 2008
Banc of America Securities LLC  June 2005 - June 2006

Skills
Financial Modeling, Financial Analysis, Healthcare, Operations Improvement, Project Management, Strategic Planning, Market Research, Data Analysis

Education
Harvard Business School   2011 — 2013
Master of Business Administration (MBA)

University of Cincinnati College of Business   2000 — 2005
Bachelors of Business Administration, Finance, magna cum laude

Connie Feltenberger Connie Feltenberger Greater Chicago Area Details
Connie Feltenberger's Banc of America Securities, LLC Experience 1994 - 1995
Job Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A.   2012 - Present
Wells Fargo Bank, N.A.   2003 - December 2011
Wells Fargo Bank  2001 - 2003
Bank of America  1995 - 2001
Banc of America Securities LLC  1994 - 1995

Skills
Credit, Portfolio Management, Credit Analysis, Finance, Commercial Banking, Loans, Financial Analysis, Financial Services, Mergers & Acquisitions, Due Diligence, Commercial Lending, Insurance Company..., Underwriting, Financial Structuring, Corporate Trust

Education
Loyola University of Chicago - Graduate School of Business   1990 — 1994
MBA, Finance

Illinois State University   1983 — 1987
BS, Finance, General

Pamela R. Levy Pamela R. Levy Charleston, South Carolina Area Details
Pamela R. Levy's Banc of America Securities, LLC Experience 1993 - February 2010
Job
Industry Financial Services
Experience
PEARL Financial Advisors LLC   April 2013 - Present
HCMC Legal, Inc.   November 2011 - Present
Medical Action Industries Inc.   May 2013 - September 2014
White Oak Merchant Partners, LLC   November 2010 - March 2013
PEARL Financial Advisors LLC   February 2010 - November 2010
Bank of America Merrill Lynch  February 1993 - February 2010
Banc of America Securities LLC  1993 - February 2010
Bank of America/NationsBank  February 1993 - 2008
The Chase Manhattan Bank  August 1984 - February 1993

Skills
Corporate Finance, Portfolio Management, Valuation, Financial Analysis, Asset Managment, Banking, Leveraged Finance, Credit Analysis, Capital Markets, Healthcare Industry, Sarbanes-Oxley, Accounting, Loans, Private Equity, Finance, Debt Restructuring, Syndications, Asset Based Lending, Private Placements, Asset Management, Restructuring, Structured Finance, Financial Structuring, Financial Modeling, Due Diligence, Venture Capital

Education
Columbia University - School of International and Public Affairs   1982 — 1984
Masters, International Finance

University of California, Berkeley   1978 — 1981
BA, Middle Eastern Studies

Colgate University   1976 — 1978
History/Political Science

Glen Cove High School

Glen Cove High School

Joe Netzel Joe Netzel Cincinnati Area Details
Joe Netzel's Banc of America Securities, LLC Experience 1997 - 2001
Job Senior Client Manager / SVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  April 2011 - Present
PNC Bank  January 2009 - March 2011
National City Bank  July 2004 - December 2008
The Provident Bank  December 2001 - April 2004
Bank of America (f/k/a NationsBank)   March 1992 - October 2001
Banc of America Securities LLC  1997 - 2001
NationsBank  1992 - 2001
Bank of America  1992 - 2001
Fifth Third Bank  February 1987 - December 1989

Skills
Commercial Banking, Loans, Capital Markets, Financial Analysis, Management, Banking, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Syndications, Middle Market, Treasury, Finance, Risk Management

Education
Indiana University - Kelley School of Business   1990 — 1992
MBA, Finance

Northern Kentucky University   1982 — 1986
BA, Economics

Elizabeth (Liz) Boehmler Elizabeth (Liz) Boehmler Greater New York City Area Details
Elizabeth (Liz) Boehmler's Banc of America Securities, LLC Experience 2004 - 2005
Job Corporate Responsibility Operations at JPMorgan Chase
Industry Philanthropy
Experience
JPMorgan Chase  February 2013 - Present
JPMorgan Chase  May 2010 - February 2013
"I Have A Dream" Foundation   August 2007 - March 2010
The University of Virginia Darden School of Business   August 2005 - May 2007
Education Pioneers  June 2006 - August 2006
Banc of America Securities LLC  2004 - 2005
Banc of America Securities LLC  2002 - 2004
Banc of America Securities LLC  2001 - 2002
Banc of America Securities LLC  2000 - 2001
Banc of America Securities LLC  1998 - 2000

Skills
Nonprofits, Capital Markets, Philanthropy, Product Development, Strategic Planning, Program Management, Strategy, Corporate Social..., Business Strategy, Financial Modeling, Program Development, Grant Administration, Finance, Organization, Community Outreach, Leadership, Cross-functional Team..., Management Consulting, Mergers & Acquisitions, Fundraising, Entrepreneurship, Business Development

Education
University of Virginia - Darden Graduate School of Business Administration   2005 — 2007
MBA

Davidson College   1994 — 1998
BA

The Nightingale-Bamford School   1981 — 1994
High School Diploma

Mark K. Nichols Mark K. Nichols New York, New York Details
Mark K. Nichols's Banc of America Securities, LLC Experience October 1994 - November 2007
Job Managing Director and Founder of Global Capital Advisors, LLC
Industry Investment Banking
Experience
Global Capital Advisors, LLC   November 2007 - Present
Board of Advisors, The Fletcher School of Law and Diplomacy   1993 - Present
Banc of America Securities LLC  October 1994 - November 2007
Bank of America/BancAmerica Securities, Inc., New York   October 1987 - September 1994
Bank of America  October 1983 - September 1986
Bank of America  October 1982 - September 1983
Bank of America  October 1980 - September 1981
Bank of America  January 1977 - September 1980
Bank of America  September 1974 - December 1976

Skills
Structuring, Pricing, Corporate Finance, Structured Finance, Bonds, Debt, Ratings Advisory, Transfer Pricing..., Financial Structuring, Securitization, Project Finance, Capital Markets, Investment Banking, Securities, Due Diligence, Asset Management, Portfolio Management, Credit, Valuation, Restructuring, Investments, Private Placements, Financial Modeling, Debt Restructuring, Investor Relations, Leveraged Finance, Finance, Banking, Strategy, Financial Advisory, Loans, Syndications, Executive Management, Fixed Income, LBO

Education
Tufts University - The Fletcher School of Law and Diplomacy   1970 — 1973
MA, MALD, International Security Studies, International Law, International Finance

Dickinson College   1966 — 1970
BA, History

Professional Dive School of Florida   1990 — 1990
DiveMaster, Scuba Diving

Hurricane Island Outward Bound School   1972 — 1972
Certificate, Survival

North Haven High School   1962 — 1966

Ian Steigelman Ian Steigelman Charleston, South Carolina Details
Ian Steigelman's Banc of America Securities, LLC Experience May 2007 - February 2009
Job Hospital Patient Accounting at Medical University of South Carolina
Industry Hospital & Health Care
Experience
Medical University of South Carolina  June 2015 - Present
Forager Securities LLC   January 2014 - November 2014
Boyd Management  October 2012 - July 2013
Custom Glass Products   March 2009 - May 2012
Banc of America Securities LLC  May 2007 - February 2009
Banc of America Securities LLC  May 2006 - August 2006

Skills
Financial Modeling, Financial Structuring, Financial Accounting, Valuation Modeling, Leveraged Finance, Company Valuation, Investment Banking, Property Management, Leadership, Management, Financial Analysis, Real Estate Financing, R&D, Yardi Voyager, Corporate Finance, Microsoft Office, AutoCAD, Sales, DCF Valuation

Education
The Citadel   2004 — 2008
BASB, Business, 3.57

The Citadel   2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance

Jonathan Lemle Jonathan Lemle Greater New York City Area Details
Jonathan Lemle's Banc of America Securities, LLC Experience June 2001 - January 2004
Job Vice President at New Valley Realty
Industry Real Estate
Experience
New Valley Realty   2014 - Present
Zeckendorf Development  2013 - 2014
Street-Works  2011 - 2013
Street Works  June 2009 - August 2009
Scott-Lawrence Realty and Development   June 2005 - June 2008
NEW YORK STATE ASSEMBLY - ADAM BRADLEY   January 2004 - June 2005
BANC OF AMERICA SECURITIES, LLC   June 2001 - January 2004

Skills
Valuation, Due Diligence, Financial Analysis, Real Estate, Acquisitions, Credit, Financial Modeling, Corporate Development, Strategy, Venture Capital, Mergers & Acquisitions, Management, Real Estate Economics, Finance, Asset Management, Portfolio Management, Structured Finance, Equities, Competitive Analysis, Investment Properties, Private Equity, Real Estate Development, Market Analysis, Corporate Finance

Education
Columbia University - Columbia Business School   2008 — 2010
MBA, Real Estate

Union College   1997 — 2001
BA, Political Science

Scarsdale High School   1993 — 1997
High School Diploma

Richard J. (Ric) DeFazio Richard J. (Ric) DeFazio Greater New York City Area Details
Richard J. (Ric) DeFazio's Banc of America Securities, LLC Experience 2006 - 2008
Job Seasoned finance professional with extensive experience in corporate strategy and mergers & acquisitions.
Industry Investment Banking
Experience
Strategy & Corporate Development Consulting   2008 - Present
Banc of America Securities LLC  2006 - 2008
Citigroup  1993 - 2005
Salomon Smith Barney  1998 - 2000
Smith Barney Inc.  1994 - 1997
Smith Barney, Harris, Upham & Co.   1993 - 1993
Midland Bank PLC  1991 - 1992
Bankers Trust Company  1989 - 1991

Skills
Mergers, Corporate Development, Financial Analysis, Divestitures, LBO, Business Strategy, Finance, Strategic Planning, Financial Structuring, Negotiation, Project Management, Capital Raising, Resource Management, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Venture Capital, Restructuring, M&A experience, Strategy, Business Planning, Strategic Partnerships, Acquisitions, Business Development, Strategic Financial..., Competitive Analysis, Business Valuation, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Structured Finance, Leveraged Finance, Equities, Investments, Capital Markets, Banking, CRM, Emerging Markets, Leadership, Management, Executive Management, Joint Ventures, Analysis, Capital

Education
New York University - Leonard N. Stern School of Business   1992 — 1994
M.B.A., Double Major - Finance & Marketing, Concentration - International Business

Syracuse University   1985 — 1989
B.S., Double Major - Accounting & Finance

Weston High School   1981 — 1985

Phillips Exeter Academy   1984 — 1984

Gene Banfi Gene Banfi Greater New York City Area Details
Gene Banfi's Banc of America Securities, LLC Experience August 2001 - September 2008
Job Former Director at BNP Paribas
Industry Banking
Experience
BNP Paribas  October 2008 - December 2014
Banc of America Securities LLC  August 2001 - September 2008

Skills
Investment Banking, Equities, Capital Markets, Securities, Hedge Funds, Financial Services, Credit, Portfolio Management, Middle Office, Banking, Change Management, Loans, Wealth Management, Derivatives, Back Office, Prime Brokerage, Fixed Income, Risk Management, Asset Managment, Private Equity, Asset Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1980 — 1985
BA, Labor Studies

David Bernat David Bernat Greater New York City Area Details
David Bernat's Banc of America Securities, LLC Experience November 2001 - May 2009
Job Securities Structuring, Risk Management & Compliance
Industry Financial Services
Experience
Mission Markets Inc.  September 2012 - April 2015
Jackson Securities  April 2010 - August 2012
Banc of America Securities LLC  November 2001 - May 2009
Prudential Securities  December 1998 - November 2000
KPMG Peat Marwick LLP  April 1997 - December 1998
First Albany Corp.  February 1996 - March 1997
Merrill Lynch  August 1988 - January 1996
The Penn Central Corporation   January 1980 - December 1986

Skills
Market Risk, Public Finance, Credit Risk, Municipal Bonds, Private Placements, Legal Compliance, Financial Risk, Risk Assessment, Standards Compliance, Credit Analysis, Securities Regulation, Enterprise Risk..., Interest Rate..., Contract Negotiation, Securities Offerings, Regulation D, Corporate Finance, Investment Banking, Investments, Securities, Capital Markets, Due Diligence, Finance, Equities, Asset Management, Structured Finance, Fixed Income, Strategy, Management, Financial Modeling

Education
Columbia University in the City of New York   1987 — 1988
Master of Business Administration (MBA), Accounting and Finance

Duke University   1975 — 1978
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.39

Union College   1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government, 3.54

Linda Mackey Linda Mackey San Francisco Bay Area Details
Linda Mackey's Banc of America Securities, LLC Experience 1993 - 2000
Job Managing Director at Pacific Coast Bankers' Bank
Industry Capital Markets
Experience
Pacific Coast Bankers' Bank  April 2014 - Present
Resources for Community Development  August 2002 - March 2014
Bank of America Leasing & Capital Group   2000 - 2001
Banc of America Securities, LLC   1993 - 2000
Bank of America Community Development Bank   1992 - 1993
Bank of America NT&SA, US Division   1991 - 1992
Bank of America NT&SA, World Banking Group   1989 - 1991

Skills
Community Banks, Shared National Credits, Syndicated Loans, Financial Services, Banking, Management, Public Speaking, Leadership, Program Management, Strategic Planning, Landscape Design, Landscape Architecture, Sustainability, Nonprofits, Program Development, Fundraising, Budgets, Affordable Housing, Grant Writing, Portfolio Management, Public Policy, Community Development, Community Outreach, Organizational...

Education
Occidental College
Bachelor of Arts (BA), German

Stefanie Mangino Stefanie Mangino Greater New York City Area Details
Stefanie Mangino's Banc of America Securities, LLC Experience June 2005 - October 2008
Job Cowen Equity Finance
Industry Financial Services
Experience
Cowen and Company  April 2013 - Present
BNP Paribas  October 2008 - April 2013
Banc of America Securities LLC  June 2005 - October 2008

Skills
Securities Lending, Prime Brokerage, Finance, DTC, Dividends, Equities, Middle Office, Securities, Corporate Actions, Investment Banking, Loanet, Trading, Bloomberg, Bonds, CDS, Collateral Management, Credit Derivatives, ETFs, Settlement, Swaps, Derivatives, Equity Derivatives, FX Options, Options, Money Market, Fixed Income

Education
Johnson & Wales University
Bachelor's degree

Jay McDonald Jay McDonald Orange County, California Area Details
Jay McDonald's Banc of America Securities, LLC Experience 1998 - 2007
Job
Industry Venture Capital & Private Equity
Experience
GRDLOC Partners LLC   April 2015 - Present
GRDLOC Partners LLC   2014 - 2015
Watermark Companies LLC   2008 - 2013
Banc of America Securities LLC  1998 - 2007

Skills
LBO, Fixed Income, Equities, Strategy, Hedge Funds, Alternative Investments, Competitive Analysis, Bloomberg, Financial Services, Commercial Lending, Emerging Markets, Real Estate, Underwriting, Bonds, Real Estate Economics, Series 7, Business Analysis, Customer Service, Derivatives, Market Research

Education
Oklahoma State University   1993 — 1997
Economics

Fundación Universidad de las Américas, Puebla, A.C.

Rick Piedade Rick Piedade Greater New York City Area Details
Rick Piedade's Banc of America Securities, LLC Experience June 1998 - December 2006
Job Product Specialist, Electronic Trading
Industry Financial Services
Experience
Jefferies  December 2006 - Present
Jefferies & Company  December 2006 - May 2012
BANC OF AMERICA SECURITIES LLC  June 1998 - December 2006
V-BAND  October 1997 - June 1998
Curtis Instruments  October 1996 - October 1997

Skills
Realtick, Prime Brokerage, Electronic Trading, Hedge Funds, Equities, Trading, Options, Back Office, Order Management, Trading Systems, Equity Trading, Market Data, Series 7, Securities, Investment Banking, Series 63, ETFs, Technical Analysis, Relationship Management, Equity Derivatives, Fixed Income, Derivatives

Education
Manhattan College   1992 — 1996
BS, Electrical Engineering; Electrical Engineering

Rachana Shah Rachana Shah New York, New York Details
Rachana Shah's Banc of America Securities, LLC Experience 2005 - 2007
Job Dual Masters in Business and Environmental Studies
Industry Renewables & Environment
Experience
The Human Impacts Institute  September 2012 - December 2012
Urban Garden, Green Industries, Cass Community Social Services   September 2011 - May 2012
Waste Ventures   June 2011 - August 2011
Ross Net Impact   March 2010 - February 2011
Graham Environmental Sustainability Institute  September 2010 - January 2011
TerraCycle  May 2010 - August 2010
Citi  April 2007 - July 2009
Bank of America  September 2005 - April 2007
Banc of America Securities LLC  2005 - 2007
Deloitte  July 2002 - September 2005

Skills
Business Analysis, Systems Thinking, Systems Analysis, Sustainability, Design Thinking, Complex Systems, New Venture Creation, New Business Development, Relationship Development, Foreign Languages, Waste Management, Waste Reduction, Behavior Change, Project Management, Inter-personal, Financial Modeling, Renewable Energy, Venture Capital, Due Diligence, Strategy, Management, Corporate Social..., Strategic Partnerships

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
MBA

University of Michigan   2009 — 2011
MS

New York University   1997 — 2001
B.S.

New York University - Leonard N. Stern School of Business   1997 — 2001
B.S.

Eithne McLaren Eithne McLaren Greater Los Angeles Area Details
Eithne McLaren's Banc of America Securities, LLC Experience 1999 - 2009
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  February 2010 - Present
Banc of America Securities LLC  1999 - 2009
Donaldson, Lufkin & Jenrette   January 1988 - February 1999

Skills
Capital Markets, Accounting, Portfolio Management, Series 7, Human Resources, Financial Risk, Banking, Sales, Trading, Investments, Financial Analysis, Securities, CRM, Teamwork, Fixed Income, Equities, Finance

Education
Pasadena City College
Not yet, General Courses

Matt Rhodes Matt Rhodes San Francisco Bay Area Details
Matt Rhodes's Banc of America Securities, LLC Experience October 2004 - March 2006
Job Vice President, Investor Relations and Corporate FP&A at Intuit
Industry Computer Software
Experience
Pine Street Software   March 2014 - Present
Intuit  August 2014 - Present
Intuit  March 2010 - July 2014
Yahoo!  March 2006 - April 2010
Banc of America Securities LLC  October 2004 - March 2006
Banc of America Securities  April 1999 - October 2004
Anheuser-Busch  October 1996 - July 1998

Skills
Series 7, Chartered Financial..., Investor Relations, Equity Research, Investments, Economics, Securities, Entrepreneurship, Corporate Development, Financial Modeling, Valuation, Corporate Finance, Equities, Curling, Business Strategy, Finance, Financial Analysis, Leadership, Mergers, Portfolio Management, Strategic Planning

Education
University of California, Berkeley, Haas School of Business   2005 — 2008
MBA

Northwestern University   1992 — 1996
B.S.

Vikal Kapoor Vikal Kapoor Greater New York City Area Details
Vikal Kapoor's Banc of America Securities, LLC Experience April 2007 - June 2008
Job Corporate Development & Institutional Marketing
Industry Venture Capital & Private Equity
Experience
AH AG   May 2012 - Present
Gild International   May 2012 - July 2013
The XV Group   October 2008 - June 2012
Banc of America Securities LLC  April 2007 - June 2008
Deutsche Bank  May 2005 - April 2007
JPMorgan  August 2001 - March 2005

Skills
Derivatives, Equities, Investment Banking, Start-ups, Bloomberg, Trading, Hedge Funds, Fixed Income, Investments, Management Consulting, Strategy, Private Equity, Executive Management, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Finance, Portfolio Management, Due Diligence, Asset Management, Financial Analysis, Alternative Investments, Emerging Markets, Corporate Finance, International Business, Structured Finance, Commodity, Project Finance, Financial Markets, Equity Research, Venture Capital, Business Strategy

Education
ESADE Business School   2008 — 2010
MBA

Baruch College, City University of New York (CUNY)   2005 — 2006
Masters

University of Maryland College Park   1996 — 2001
Dual Bachelors

Stuyvesant High School   1993 — 1996

Rob Garelick, PMP Rob Garelick, PMP Greater New York City Area Details
Rob Garelick, PMP's Banc of America Securities, LLC Experience September 2003 - December 2004
Job MicroStrategy, Marsh
Industry Information Technology and Services
Experience
Marsh  July 2015 - Present
MicroStrategy  January 2014 - June 2015
MicroStrategy  April 2013 - December 2013
BNY Mellon  February 2011 - August 2012
Scholastic  January 2010 - February 2011
Hess Corporation  October 2008 - December 2009
Avanade  December 2007 - August 2008
BNY Mellon  December 2004 - December 2007
Banc of America Securities, LLC   September 2003 - December 2004
Citi  July 2002 - September 2003

Skills
PeopleSoft HR, PeopleSoft Financial, PeopleSoft EPM, Business Intelligence, Microsoft SQL Server, SSAS, SSRS, SSIS, OBIEE, Oracle SQL, Cognos, Financial Reporting, Datastage, Informatica, T-SQL Stored Procedures, PL/SQL, Microstrategy, Analysis Services, Business Objects, Data Modeling, Data Warehouse..., ETL, Oracle, PeopleSoft, SDLC, Data Warehousing, Databases, Business Analysis, SQL, Business Process, Integration, Requirements Gathering, MicroStrategy

Education
Rutgers University - New Brunswick   1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance

Middlesex County College   1990 — 1992
Associate of Arts and Sciences (A.A.S.), Accounting

Susan Parker Susan Parker Greater Chicago Area Details
Susan Parker's Banc of America Securities, LLC Experience November 2006 - October 2008
Job Portfolio Management Assistant
Industry Financial Services
Experience
Presence Health  May 2014 - Present
Columbia Wanger Asset Management  October 2008 - April 2014
Banc of America Securities LLC  November 2006 - October 2008

Skills
Equities, Marketing, Investments, Financial Analysis, Customer Service, Asset Management, Leadership, Portfolio Management, Bloomberg, Nonprofits

Education
Illinois State University   1997 — 2000
Bachelor's Degree, English

Cisco del Valle Cisco del Valle New York, New York Details
Cisco del Valle's Banc of America Securities, LLC Experience 1999 - 2004
Job CoFounder & Managing Member at Prelude Capital
Industry Investment Management
Experience
Prelude Capital   2010 - Present
Springbok Capital Management, LLC   2004 - 2009
Banc of America Securities LLC  1999 - 2004
SG Cowen  1998 - 1999

Education
Harvard Business School   2000 — 2002
MBA

Yale University   1993 — 1997
BA, Economics, International Studies

Richard Wong Richard Wong San Francisco Bay Area Details
Richard Wong's Banc of America Securities, LLC Experience July 2002 - August 2006
Job VP, Finance at LinkedIn
Industry Internet
Experience
LinkedIn  July 2010 - Present
Yahoo! Inc.   August 2006 - July 2010
Banc of America Securities LLC  July 2002 - August 2006
Lucent Technologies (now Alcatel)   July 1999 - April 2001
JPMorgan  July 1997 - July 1999
Arthur Andersen, LLP (San Francisco, CA)   June 1996 - August 1996

Skills
Financial Planning, Strategic Financial..., Mergers, Company Acquisitions, Capital Raises, IPO, Capital Structure, Investor Relations, Business Planning, Business Operations..., Financial Modeling, Business Analysis, Business Strategy, Strategic Planning, Procurement, Vendor Management, Financial Reporting, Forecasting, Valuation, Corporate Development, Financial Analysis, Budgeting, Corporate Finance, Budgets, Mergers & Acquisitions, Finance, Due Diligence, Strategy, Investment Banking, Private Equity, Executive Management, Operations Management, Capital

Education
Northwestern University - Kellogg School of Management   2001 — 2002
MBA, Business Administration

University of California, Berkeley - Walter A. Haas School of Business   1993 — 1997
BS, Business Administration

David Albanesi David Albanesi Greater New York City Area Details
David Albanesi's Banc of America Securities, LLC Experience March 2004 - February 2009
Job Senior Vice President at U.S. Bancorp
Industry Banking
Experience
U.S. Bancorp   July 2009 - Present
Banc of America Securities LLC  March 2004 - February 2009
FleetBoston Financial  January 1991 - February 2004

Skills
Financial Risk, Portfolio Management, Loans, Banking, Risk Management, Credit, Capital Markets, Treasury Management, Investment Banking, Underwriting, Financial Services, Series 7, Insurance, Commercial Lending, Structured Finance

Education
University of Hartford   1989 — 1991
MBA, Marketing

Babson College   1981 — 1985
BS, Finance and Investments

John Jaskowiak John Jaskowiak Chicago, Illinois Details
John Jaskowiak's Banc of America Securities, LLC Experience June 2008 - August 2008
Job Associate Global Financials at William Blair & Company
Industry Investment Management
Experience
William Blair & Company  November 2013 - Present
Keefe, Bruyette & Woods, Inc.   February 2010 - June 2013
Veolia Environnement  September 2009 - January 2010
Banc of America Securities LLC  June 2008 - August 2008

Skills
Financial Statement..., Financial Modeling, Investment Banking, Financial Institutions, FIG, Debt & Equity Capital..., M&A analysis, Capital Structure, Pitch Books, Valuation, Comps, DCF Valuation, Bloomberg, Capital IQ, Mergers & Acquisitions, Investments, Equities, Asset Management

Education
Indiana University - Kelley School of Business   2005 — 2009
Bachelor of Science in Business, Major in Finance; Minors in History and Economics

Benet Academy

Katie Hendricks Katie Hendricks Greater Boston Area Details
Katie Hendricks's Banc of America Securities, LLC Experience June 2008 - June 2010
Job Director at Pathlight Capital
Industry Financial Services
Experience
Pathlight Capital   December 2012 - December 2014
Pathlight Capital   June 2012 - December 2012
GA Capital   June 2010 - June 2012
Banc of America Securities LLC  June 2008 - June 2010

Education
Hobart and William Smith Colleges   2003 — 2007
Economics

Philippe Doherty Philippe Doherty San Francisco Bay Area Details
Philippe Doherty's Banc of America Securities, LLC Experience August 1999 - April 2002
Job Sr. Area Account Manager/Business Development Building and Facilities Services DBA Complete Building Services
Industry Facilities Services
Experience
Complete Building Services  May 2007 - Present
Green Room Training   January 2011 - Present
1 Percent Club   January 2006 - Present
Bay Area Hoosiers AAU   May 2006 - July 2012
University of San Francisco  April 2002 - May 2007
Banc of America Securities LLC  August 1999 - April 2002

Skills
Treasury, Facilities Management, Budgets, Construction Management, Property Management, Contract Management, Construction, Customer Service, Real Estate, Contract Negotiation, Energy Management, LEED

Education
University of California, Davis   1997 — 1999
BA, Economics and French

Santa Clara University   1995 — 1997
Economics and French

Sacred Heart Cathedral High School   1991 — 1995
High School Diploma

Bruce Manchester Bruce Manchester Orange County, California Area Details
Bruce Manchester's Banc of America Securities, LLC Experience 1993 - 2001
Job Managing Director at NextGen Capital
Industry Investment Banking
Experience
NextGen Capital   June 2014 - Present
D.A. Davidson & Co.   February 2012 - November 2013
McGladrey Capital Markets LLC  July 2005 - January 2012
GFP Advisors LLC   May 2002 - June 2005
Banc of America Securities LLC  1993 - 2001
Bank of America  January 1982 - August 1993
Bank of Montreal  September 1969 - January 1982

Skills
Investment Banking, Private Equity, Project Finance, Corporate Finance, Mergers & Acquisitions, Mergers, Renewable Energy, Commercial Banking, Investments, Capital Raising, LBO, Management, Due Diligence, Corporate Development, Business Valuation, Capital Markets, Asset Management, Private Placements, CRM, Structured Finance, Loan Origination, Valuation, Venture Capital, Leveraged Finance, Divestitures, Financial Structuring, M

Education
University of Toronto - Rotman School of Management   1981 — 1983
MBA, Finance

Queen's University
BA, Physics, Math

Ethan Vogelhut Ethan Vogelhut Greater New York City Area Details
Ethan Vogelhut's Banc of America Securities, LLC Experience July 2001 - July 2003
Job Vice President at Adveq Management AG
Industry Investment Management
Experience
Adveq Management AG   April 2010 - Present
Vertis Communications  2009 - 2010
Linley Capital   2008 - 2009
Versa Capital Management  May 2007 - August 2007
Viacom  March 2004 - May 2006
Banc of America Securities LLC  July 2001 - July 2003

Skills
Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Investments, Investment Management, Fund Of Funds, Portfolio Management, Co-investments

Education
University of Pennsylvania - The Wharton School   2006 — 2008
MBA, Finance

Emory University   1997 — 2001
BA, Economics

Dawn Gale Dawn Gale Charlotte, North Carolina Area Details
Dawn Gale's Banc of America Securities, LLC Experience 2002 - 2005
Job VP Operations Risk & Control at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  2007 - Present
Bank of America  2005 - 2007
Banc of America Securities, LLC   2002 - 2005
Banc of America Securities  1997 - 2002
Banc of America Securities, LLC   1994 - 1997

Education
The University of Texas at Arlington   1988 — 1992
BA, POLITICAL SCIENCE

Ken Elmgren Ken Elmgren Dallas, Texas Details
Ken Elmgren's Banc of America Securities, LLC Experience 1994 - 2000
Job Chief Financial Officer at CheapCaribbean.com
Industry Leisure, Travel & Tourism
Experience
CheapCaribbean.com  March 2013 - Present
Financial Advisory   October 2011 - March 2013
Dimensional Fund Advisors  September 2006 - July 2011
Beverly Capital   March 2003 - September 2006
SMU Dedman School of Law  September 2004 - May 2006
Refocus Group, Inc.   2004 - 2006
Wydown Capital   2001 - March 2003
Southwest Securities  2000 - 2001
Banc of America Securities LLC  1994 - 2000
Citibanc Securities   1989 - 1994

Skills
Private Equity, Corporate Governance, Securities, Portfolio Management, Investments, Due Diligence, Securitization, Structured Finance, Investment Banking, Hedge Funds, Equities, Capital Markets, Venture Capital, Alternative Investments, Mergers, Asset Managment, Project Finance, Emerging Markets, Corporate Finance, Finance, Investor Relations, Mutual Funds, Trading, Corporate Law, Valuation, Investment Management, Fixed Income, Banking, Loans, Private Placements, Financial Modeling, Financial Markets, Strategy, Bonds, Executive Management, Financial Services, Acquisitions, Asset Allocation, Derivatives, Equity Research, Financial Advisory, Financial Structuring, Investment Advisory, Investment Strategies, Mergers, Series 7, Mergers & Acquisitions, Asset Management

Education
The University of Texas School of Law   1981 — 1984
JD, Corporate Law

The University of Texas at Austin   1979 — 1980
M.A., Economics

The University of Texas at Austin   1972 — 1977
BA, Political Science

Southern Methodist University

Southern Methodist University

Spring Woods High School

Spring Woods High School

Daniel Crozier Daniel Crozier Greater New York City Area Details
Daniel Crozier's Banc of America Securities, LLC Experience October 1990 - November 2000
Job Vice President, Director of Capital Markets Operations at US Bancorp Investments, Inc.
Industry Financial Services
Experience
US Bancorp Investments, Inc.   May 2011 - Present
The Crozier Group LLC   December 2006 - April 2011
SunGard/Phase3   June 2005 - November 2006
WaMu Capital Corp. (Washington Mutual)   October 2001 - April 2004
Banc of America Securities LLC  October 1990 - November 2000

Education
Boston College High School

Regis University

Aleksandra Zdebski Aleksandra Zdebski San Francisco Bay Area Details
Aleksandra Zdebski's Banc of America Securities, LLC Experience September 1997 - September 1999
Job Director, Business Development, Oracle Corporation
Industry Computer Hardware
Experience
Sun Microsystems  May 2006 - February 2010
Sun Microsystems  January 2005 - September 2006
Sun Microsystems  February 2001 - December 2004
StockPower Inc.   1999 - 2001
Banc of America Securities LLC  September 1997 - September 1999

Skills
Product Management, Product Lifecycle..., Cross-functional Team..., Pricing, Data Center, Strategy, Solutions Marketing, Marketing, Return on Investment, Business Planning, Selling Skills, Integration

Education
University of California, Berkeley, Haas School of Business   2003 — 2006
MBA

Macalester College   1993 — 1997
BA

Chris Fagan Chris Fagan Ithaca, New York Details
Chris Fagan's Banc of America Securities, LLC Experience May 2004 - September 2005
Job Director of Finance & Human Resources at Sciencenter
Industry Financial Services
Experience
Sciencenter  April 2013 - Present
Fagan & Associates   August 2005 - April 2013
Primet Precision Materials  June 2011 - June 2012
Silicon Valley Bank  May 2006 - July 2008
Banc of America Securities LLC  May 2004 - September 2005
Travelers Insurance  February 2002 - May 2004
SG Cowen & Co. (now Cowen & Company)   August 1999 - February 2002
Fleet Bank  July 1992 - July 1997

Skills
Venture Capital, Bank Financing, Clean Technology, Private Equity, Public Speaking, Strategic Planning, Operations, Corporate Finance, Debt, Mergers, Equities, Banking, Financial Modeling, Due Diligence, Valuation, Business Valuation, Investor Relations, Corporate Development, Investment Banking, IPO, Private Placements, Financial Analysis, Start-ups, Restructuring, Corporate Governance, Entrepreneurship, Strategy Development, Capital Markets, Leveraged Finance, Business Planning, Deal Structuring, Business Strategy, Funding, Structuring, P&L Management, Risk Management, Real Estate, Entrepreneur, Strategic Partnerships, Forecasting, Sarbanes-Oxley Act, New Business Development, Government Contracting, Business Development, Financial Services, Strategic Financial..., Relationship Management, Credit Analysis, Analytics, Insurance Risk

Education
The Tuck School of Business at Dartmouth   1997 — 1999
MBA, General Management

Seton Hall University   1988 — 1992
BS, Economics & Finance

Ted Post Ted Post Greater New York City Area Details
Ted Post's Banc of America Securities, LLC Experience 1999 - 2005
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital  July 2011 - Present
JP Morgan  June 2007 - July 2011
Optimization Fund LP   January 2005 - February 2006
Banc of America Securities LLC  1999 - 2005

Skills
Equity Derivatives, Hedge Funds, Prime Brokerage, Equities, Financial Markets, Alternative Investments, ISDA, Swaps, Investment Management, Marketing Strategy, Credit Derivatives

Education
Duke University   1994 — 1998
BA, Economics, Philosophy, Markets & Management

Byram Hills High School   1990 — 1994

Robert Dickerson Robert Dickerson Greater New York City Area Details
Robert Dickerson's Banc of America Securities, LLC Experience 1999 - 2001
Job
Industry Investment Management
Experience
Consumer Edge Research LLC  2009 - Present
AllianceBernstein  2007 - 2008
Morgan Stanley  2005 - 2007
Ramius Capital Group  May 2004 - October 2004
Lojas Americanas S.A.   2001 - 2003
Banc of America Securities LLC  1999 - 2001

Skills
Equities, Investments, Financial Analysis, Equity Research Analysis, Equity Valuation, Investment Management, Asset Management, Hedge Funds, Private Equity, Food & Beverage, Consumer Goods, Online Retail, Multi-channel Retail, Equity Research, Finance, Business Strategy

Education
Columbia University - Columbia Business School   2003 — 2005
Master of Business Administration (M.B.A.), Finance and Accounting, Value Investing

University of Virginia   1994 — 1998
Bachelor of Arts (B.A.), Economics

Collegiate School   1991 — 1994

Seong-Min Kim Seong-Min Kim San Francisco Bay Area Details
Seong-Min Kim's Banc of America Securities, LLC Experience September 2006 - June 2008
Job
Industry Venture Capital & Private Equity
Experience
Chegg Inc.  June 2015 - Present
Silver Lake  March 2010 - July 2012
Fenway Partners, LLC   August 2008 - February 2010
Banc of America Securities LLC  September 2006 - June 2008
CreditSights  July 2005 - September 2006

Skills
Private Equity, M&A due diligence, Restructuring, Growth Capital, Buyouts, High Yield, LBO, Due Diligence, Valuation, Investment Banking, Mergers, Mergers & Acquisitions, Venture Capital, Strategy, Financial Analysis, Start-ups, Equities, Portfolio Management, Investments, Finance, Corporate Development, Corporate Finance, Emerging Markets, Financial Modeling, Hedge Funds, Leveraged Finance, Acquisitions, Alternative Investments, Capital Markets, IPO, Investor Relations, M&A experience, Bloomberg, Business Valuation, Fixed Income, Equity Research, Financial Structuring, Equity Valuation, Private Placements, Investment Management, DCF, Analysis, Business Strategy

Education
MIT Sloan School of Management   2012 — 2014
MBA Candidate

Massachusetts Institute of Technology   2001 — 2005
BS

Marta Lazovitz Leary Marta Lazovitz Leary Greater New York City Area Details
Marta Lazovitz Leary's Banc of America Securities, LLC Experience June 1999 - December 2002
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture  2012 - Present
Accenture  May 2010 - September 2012
Droege & Comp.   September 2007 - April 2010
Seniors Management North, Inc.   2006 - 2007
Accenture  June 2005 - August 2005
The Clorox Company  February 2003 - July 2004
Banc of America Securities LLC  June 1999 - December 2002

Skills
Strategy, Marketing Strategy, Financial Modeling, Analysis, Management Consulting, Valuation, Competitive Analysis, Business Strategy, Cross-functional Team..., Mergers & Acquisitions, Management, Financial Analysis, Corporate Finance, Strategic Planning, Market Research, Business Planning, Business Development, Mergers, Due Diligence, Corporate Development, Private Equity, User Experience

Education
Northwestern University - Kellogg School of Management   2005 — 2006
MBA

Tulane University   1995 — 1999
BSM

Jeremy Wire Jeremy Wire San Francisco Bay Area Details
Jeremy Wire's Banc of America Securities, LLC Experience February 1997 - December 2003
Job Principal, Menlo Real Estate Advisors
Industry Commercial Real Estate
Experience
Menlo Real Estate Advisors LLC   December 2007 - Present
AF Evans Company, Inc.   March 2005 - December 2007
Mid Peninsula Housing  January 2004 - March 2005
Banc of America Securities LLC  February 1997 - December 2003
International Monetary Fund  1993 - 1995
US Treasury  1990 - 1993
Office of Management and Budget  1989 - 1990

Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)

Columbia University - School of International and Public Affairs
MPA

University of California, Berkeley
Bachelor of Arts (BA)

Charles Carpenter Charles Carpenter Charlotte, North Carolina Area Details
Charles Carpenter's Banc of America Securities, LLC Experience August 2000 - January 2009
Job
Industry Investment Banking
Experience
US Bank  December 2009 - Present
Banc of America Securities LLC  August 2000 - January 2009

Education
Carnegie Mellon University - Tepper School of Business   1998 — 2000
MBA with Honors

University of Richmond - Robins School of Business   1988 — 1992
BS in Business Administration

Episcopal High School   1980 — 1988

Bijan Karimian Bijan Karimian Greater New York City Area Details
Bijan Karimian's Banc of America Securities, LLC Experience 1999 - 1999
Job Managing Director, Commercial Real Estate Acquisitions and Asset Management at CLASECUADOR CAPITAL INVESTMENTS
Industry Real Estate
Experience
CLASECUADOR CAPITAL INVESTMENTS   2014 - Present
AmeriGen Kingston Corp.   2009 - 2013
Time Equities, Inc.   2006 - 2009
Millennium Capital, LLC   2003 - 2006
J.P. Morgan Chase & Co.   2000 - 2001
Banc of America Securities, LLC   1999 - 1999
National Cooperative Bank  1996 - 1998

Skills
Commercial Real Estate..., Due Diligence, Asset Management, Valuation, Strategy, Joint Ventures, Investments, Private Equity, Acquisitions, Disposition, Real Estate Development, Real Estate Financing, Real Estate Private..., Financial Structuring, Finance, Commercial Real Estate, Structured Finance, Leases, Loans, Mergers & Acquisitions, Real Estate Economics, Real Estate Transactions, Contract Negotiation, Investment Properties, Property Management, Financial Modeling, Portfolio Management, Brokerage, Real Estate, Corporate Real Estate, Investors, Underwriting, Equities, Leveraged Finance, Capital Markets, Tenant, CMBS, Debt Restructuring, Financial Analysis, Credit Analysis, Alternative Investments, Mezzanine, Credit, Lease Negotiations, Deal Sourcing, Dispositions, Business Development, Corporate Finance

Education
George Mason University
B.S., Finance

Indiana University - Kelley School of Business
MBA, Finance and International Business

John Ridley, CAIA John Ridley, CAIA New York, New York Details
John Ridley, CAIA's Banc of America Securities, LLC Experience 2000 - 2002
Job Hedge Funds/Alternatives, Investor Relations/Fund Marketing Teams Capital Raising Solutions Expert | SVP Alternatives
Industry Financial Services
Experience
eVestment  2011 - Present
Channel Capital Group Inc. (HFN & Private Equity Central)   2004 - 2011
Channel Capital Group LLC   2004 - 2011
AXA Advisors LLC  2002 - 2004
Banc of America Securities LLC  2000 - 2002
Hartfield, Titus & Donnelly LLC   September 1996 - December 1996

Skills
Alternative Investment..., Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Institutional..., Investor Relations, Due Diligence, Data Analysis, Statistical Modeling, Statistical Data..., CAIA, Venture Capital, Investments, Asset Management, Fixed Income, Securities, Equities, Risk Management, Investment Strategies, Investment Management, Wealth Management, Asset Allocation, Mergers & Acquisitions, Options, Series 7, Series 63, Series 65, Bloomberg

Education
Ohio Wesleyan University
Bachelor of Arts (BA), Humanities-Classics

Morristown-Beard School

Raigen Padayachee Raigen Padayachee San Francisco Bay Area Details
Raigen Padayachee's Banc of America Securities, LLC Experience January 2007 - Present
Job Vice President at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities LLC  January 2007 - Present
Banc of America Securities LLC  August 2003 - December 2006

Education
University of California, Berkeley, Haas School of Business   2001 — 2003
MBA

Southern Methodist University   1994 — 1997
B.B.A., Finance/English

Paul Bodet Paul Bodet Greater Boston Area Details
Paul Bodet's Banc of America Securities, LLC Experience January 1999 - June 2002
Job Partner at B.I.G. Capital LLC
Industry Investment Banking
Experience
B.I.G. Capital LLC   March 2010 - Present
McGladrey Capital Markets  October 2006 - February 2010
Banc of America Securities LLC  January 1999 - June 2002
Motorola, Inc.   November 1989 - August 1995

Skills
Investment Banking, Capital Markets, Equities, Private Placements, Mergers, Corporate Development, Private Equity, Corporate Finance, Mergers & Acquisitions, Business Strategy, Due Diligence, Financial Modeling, Leveraged Finance, M, Start-ups, Strategic Planning, Strategy, Structured Finance, Valuation, Venture Capital

Education
Massachusetts Institute of Technology - Sloan School of Management   1995 — 1997
Master of Business Administration (MBA)

Florida Atlantic University   1984 — 1989
Bachelor of Science (BS), Electrical Engineering

Elizabeth Rivas Elizabeth Rivas Greater New York City Area Details
Elizabeth Rivas's Banc of America Securities, LLC Experience June 2007 - November 2007
Job Operations Manager | Business Support Management
Industry Financial Services
Experience
Principis Capital  November 2013 - Present
Time Warner Cable  April 2009 - August 2013
Banc of America Securities LLC  June 2007 - November 2007
JPMorgan Chase  August 1994 - April 2007

Skills
Cross-functional Team..., Program Management, Project Management, Product Management, Strategic Planning, Leadership, Communication, Staff Development, Performance Management, Customer Service, Team Building, Customer Satisfaction, Change Management, Outsourcing, Process Improvement, Training, Management, Customer Retention, Customer Experience, Telecommunications, Vendor Management, Call Centers, Negotiation, Finance, Strategy, CRM, Access, New Business Development, Team Leadership, Forecasting, Analysis, Operations Management, Business Analysis, Business Process..., Risk Management, Banking, Account Management, Sales, Business Development, Analytics, Coaching, Competitive Analysis, Salesforce.com, Recruiting, Strategic Partnerships, Workforce Management, Direct Sales, Sales Operations, Sales Management, Sales Process

Education
Queens College
Master of Library & Information Science (MLIS)

State University of New York at Buffalo
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Ricci Bender Ricci Bender Charlotte, North Carolina Area Details
Ricci Bender's Banc of America Securities, LLC Experience August 1996 - February 2005
Job Director at BlackRock Solutions
Industry Financial Services
Experience
BlackRock  January 2010 - Present
Helix Financial Group LLC   August 2005 - January 2010
Banc of America Securities LLC  August 1996 - February 2005

Skills
Asset Managment, CMBS, Valuation, Portfolio Management, Structured Finance, Capital Markets, Asset Management, Real Estate Economics, Financial Analysis, Investments, Alternative Investments, Private Equity, Due Diligence, Investment Banking, Fixed Income, Financial Modeling, Loans, Commercial Lending, Underwriting, Equities

Education
Queens University of Charlotte   1998 — 2000
MBA

Washington and Lee University   1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters

Jacksonville Episcopal High School

Kanan Mehra Kanan Mehra New York, New York Details
Kanan Mehra's Banc of America Securities, LLC Experience June 2008 - October 2009
Job Oil Market Analyst at ClipperData LLC
Industry Oil & Energy
Experience
ClipperData LLC  October 2014 - Present
Axelrod Energy Projects   June 2014 - September 2014
Columbia University  August 2012 - May 2013
REConnect Energy Solutions   June 2012 - July 2012
Swadhaar FinServe Pvt. Ltd.   May 2010 - March 2011
Banc of America Securities, LLC   June 2008 - October 2009
McKee Nelson LLP  June 2007 - June 2008

Skills
Energy, Emerging Markets, Policy Analysis, Stata, Management, Economics, International..., Data Analysis, Analysis

Education
Columbia University School of International and Public Affairs (SIPA)   2011 — 2013
MIA, International Energy Management & Policy

Bryn Mawr College   2003 — 2006
BA, Economics

John Ritter John Ritter New York, New York Details
John Ritter's Banc of America Securities, LLC Experience June 2006 - February 2009
Job Director at BMO Capital Markets
Industry Financial Services
Experience
Bank of Montreal  March 2011 - Present
Piper Jaffray  April 2009 - March 2011
Banc of America Securities, LLC   June 2006 - February 2009
Morgan Stanley  April 1999 - June 2006

Skills
Capital Markets, Equities, Equity Trading, Fixed Income, Hedge Funds, Portfolio Management, Sales, Bloomberg, Trading

Education
Bucknell University   1990 — 1994
BS, Computer Science and Engineering

Susan Loeffler Susan Loeffler Greater Chicago Area Details
Susan Loeffler's Banc of America Securities, LLC Experience November 2006 - October 2008
Job Portfolio Management Assistant at Columbia Wanger Asset Managment
Industry Banking
Experience
Columbia Wanger Asset Managment   October 2008 - Present
Banc of America Securities, LLC   November 2006 - October 2008

Education
Illinois State University   1997 — 2000

Nicholas Ganz Nicholas Ganz Greater New York City Area Details
Nicholas Ganz's Banc of America Securities, LLC Experience 2001 - 2005
Job General Counsel at First Avenue Partners LLP
Industry Investment Banking
Experience
First Avenue Partners LLP  July 2015 - Present
MLV & Co  November 2014 - April 2015
First Avenue Partners LLP  April 2012 - October 2014
Madison Williams and Company  April 2011 - January 2012
Cowen and Company, LLC  December 2007 - 2010
Cantor Fitzgerald  May 2005 - March 2007
Banc of America Securities, LLC   2001 - 2005
UBS Investment Bank  1987 - 2001

Skills
Capital Markets, Hedge Funds, Securities, Investment Banking, Mergers, Private Equity, Private Placements, Securities Lending, Equities, Venture Capital, FINRA, Structured Products, Alternative Investments, IPO, Fixed Income, Asset Management, Due Diligence, Securities Regulation, Series 24, Derivatives, Equity Capital Markets, Investor Relations, Series 7, Financial Structuring, Emerging Markets, AML, Mergers & Acquisitions, Anti Money Laundering

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1986 — 1989

State University of New York College at Brockport   1979 — 1984

Shamis Abdi Shamis Abdi New York, New York Details
Shamis Abdi's Banc of America Securities, LLC Experience May 2006 - September 2008
Job Acting Chief Operating Officer at Noodle Markets
Industry Information Technology and Services
Experience
Noodle Markets   September 2015 - Present
Noodle Markets   March 2015 - August 2015
Noodle Markets   February 2015 - March 2015
Florida A&M University  May 2014 - October 2014
Girls Preparatory Charter School of New York   June 2011 - April 2014
Harlem Village Academies  June 2010 - August 2010
International Center of Refuge & Development   March 2009 - July 2009
Banc of America Securities LLC  May 2006 - September 2008
Banc of America Securities LLC  July 2005 - May 2006
Banc of America Securities LLC  June 2004 - July 2005

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
MBA, Leadership/Management; Strategy

University of Pennsylvania   1994 — 1998
BA, Sociology, Spanish (Minor)

Holton-Arms School
High School

Vincent M. Faughnan Vincent M. Faughnan San Francisco Bay Area Details
Vincent M. Faughnan's Banc of America Securities, LLC Experience July 1987 - May 2009
Job Managing Director, MUFG in the Americas
Industry Financial Services
Experience
MUFG in the Americas  July 2011 - Present
Ally Financial Inc.  May 2009 - June 2011
Banc of America Securities LLC  July 1987 - May 2009

Education
Fordham University School of Law
JD

University of California, Berkeley - Walter A. Haas School of Business
MBA

Zubin B Sanjana Zubin B Sanjana Greater Los Angeles Area Details
Zubin B Sanjana's Banc of America Securities, LLC Experience July 1999 - July 2001
Job VP, Sr Tech Mgr Apps Prog
Industry Information Technology and Services
Experience
Bank of America  April 2008 - Present
Countrywide Financial  April 2006 - March 2008
Countrywide Financial Corporation  November 2004 - March 2006
Countrywide Financial Corporation  March 2003 - October 2004
Countrywide Financial Corporation  August 2001 - February 2003
Banc of America Securities, LLC   July 1999 - July 2001
Systems & Software  November 1995 - February 1999

Skills
Enterprise Architecture, SDLC, Strategy, Software Development, Enterprise Software, VSS, Management, IT Strategy, Clarity, B2B, Turnover, Middleware, Risk Management, IT Management, ERP, Leadership, Project Planning, Vendor Management, Project Portfolio..., Business Intelligence, PMP, Software Project..., .NET, Change Management, Maximo, Project Management, Business Process..., Computer Network..., Content Management, Integration, PMO, Business Analysis, Visio, Requirements Analysis, Business Process, Disaster Recovery, Outsourcing, Agile Methodologies, ITIL, SOA, SharePoint, Solution Architecture, Program Management, Process Improvement, Consulting, SQL, CRM, Requirements Gathering

Education
Project Management Institue   2006 — 2007
PMP, Project Management

EMC University   2006 — 2006
Certificate, Certified in Documentum Fundamentals

Siebel University   2003 — 2003
Certificate, Certified in Siebel Essentials

IBM University   2001 — 2001
Certificate, IBM MQ Series System Administration

Nagpur University   1991 — 1995
Bachelor of Engineering, Civil Engineering

Shirley Hapangama Shirley Hapangama Greater New York City Area Details
Shirley Hapangama's Banc of America Securities, LLC Experience December 2003 - May 2005
Job IT Manager at HSBC
Industry Financial Services
Experience
HSBC  February 2012 - Present
HSBC  October 2007 - January 2012
HSBC  May 2005 - September 2007
Banc of America Securities LLC  December 2003 - May 2005
Datek Online  February 1999 - December 2003

Skills
Electronic Trading, Trading Systems, Equities, Fidessa, Business Analysis, Series 7, Cash, Order Management, Connectivity, Front Office, Product Management, Program Management, Software Project..., Relationship Management, PMO, IT Management, Series 63, Requirements Gathering, Project Delivery, Business Requirements, Vendor Management, User Acceptance Testing, Requirements Analysis, Technical Analysis, IT Project, Investment Banking, Management, Financial Services, Financial Markets, SDLC, Project Portfolio..., Banking

Education
Cornell University
Bachelor of Science, Communications

Christopher Jacob Christopher Jacob Greater New York City Area Details
Christopher Jacob's Banc of America Securities, LLC Experience May 2005 - August 2005
Job Vice President at Integrity Square
Industry Investment Banking
Experience
Integrity Square  January 2013 - Present
Sagent Advisors Inc.   July 2006 - May 2012
Banc of America Securities LLC  May 2005 - August 2005

Skills
LBO, Investment Banking, Valuation, Financial Modeling, Bloomberg, Private Equity, Capital Markets, Corporate Finance, Corporate Development, Equities, Divestitures, Venture Capital, Due Diligence, Mergers, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2003 — 2006
Bachelor of Science, Economics - Finance, Management

The London School of Economics and Political Science (LSE)   2003 — 2003

Kai Fung Kai Fung Greater New York City Area Details
Kai Fung's Banc of America Securities, LLC Experience 2005 - September 2011
Job Director of Trading at 400 Capital Management LLC
Industry Banking
Experience
400 Capital Management LLC  May 2010 - Present
Banc of America Securities, LLC   2005 - September 2011

Skills
Trading, Investments, Fixed Income, Portfolio Management, Hedge Funds

Education
Massachusetts Institute of Technology   2001 — 2005
Bachelor of Science (B.S.), Mathematics, Physics

Justin Starnes Justin Starnes Charlotte, North Carolina Area Details
Justin Starnes's Banc of America Securities, LLC Experience June 2004 - April 2008
Job Partner at Cygnus Group, LLC
Industry Financial Services
Experience
Cygnus Group, LLC   September 2010 - Present
Perpetua Capital   November 2008 - December 2012
Dogwood Capital Group   May 2008 - November 2008
Banc of America Securities, LLC   June 2004 - April 2008
Deloitte & Touche  October 1998 - June 2002

Education
Wake Forest University School of Business   2002 — 2004
MBA, Finance

Appalachian State University   1997 — 1998
MA, Accounting

Appalachian State University   1993 — 1997
BS/BA, Accounting

Charlotte Country Day

Brian Wang, CFA Brian Wang, CFA San Francisco Bay Area Details
Brian Wang, CFA's Banc of America Securities, LLC Experience July 2000 - November 2002
Job Investment Operations at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors  July 2004 - Present
Genworth Financial (Assetmark Investment Services)   December 2002 - July 2004
Banc of America Securities, LLC   July 2000 - November 2002

Skills
Bloomberg, APL, Factset, Microsoft Office, ADP, Trading, Portfolio Management, Equities

Education
San Francisco State University   2000 — 2004
M.B.A

UC Berkeley   1996 — 2000
B.A.

Hadley Ford Hadley Ford Greater New York City Area Details
Hadley Ford's Banc of America Securities, LLC Experience August 2001 - March 2005
Job CEO of Madison Isotope, LLC
Industry Hospital & Health Care
Experience
Madison Isotope, LLC   January 2014 - Present
ProCure Treatment Centers, Inc  April 2005 - May 2013
Banc of America Securities, LLC   August 2001 - March 2005
Clearway Technologies, LLC   January 2000 - January 2001
Goldman Sachs  September 1993 - December 1999

Skills
Start-ups, Hospitals, Healthcare Information..., EMR, Mergers & Acquisitions, Radiology, Healthcare, Medical Imaging, Healthcare Management, Executive Management, Oncology, Physician Relations, Clinical Research, Budgets, Mergers, Financial Modeling, Strategic Planning, EHR, Managed Care, Cancer, Public Speaking, Medical Devices, Venture Capital, HIPAA

Education
Stanford University Graduate School of Business   1989 — 1991
Master of Business Administration (MBA)

Boston University   1982 — 1987
Bachelor of Science (BS), Business Administration and Management, General

Maile Douglas Maile Douglas San Francisco Bay Area Details
Maile Douglas's Banc of America Securities, LLC Experience 1998 - 2002
Job Senior Vice President, Senior Credit Products Officer at Bank of America
Industry Banking
Experience
Bank of America  June 2014 - Present
Bank of America  March 2010 - May 2014
Bank of America  2008 - 2010
Bank of America  2007 - 2008
Bank of America  2002 - 2007
Banc of America Securities LLC  1998 - 2002

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Relationship Management, Forecasting, Loans, Credit Analysis, Credit, Commercial Lending, Finance, Portfolio Management, Banking

Education
Indiana University - Kelley School of Business   1996 — 1998
MBA, Finance, General

George Mason University   1989 — 1993
BS, Finance, General

Josh Weismer Josh Weismer Greater New York City Area Details
Josh Weismer's Banc of America Securities, LLC Experience June 2006 - February 2008
Job Managing Director at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital  September 2013 - Present
Macquarie Capital (USA) Inc.   March 2008 - August 2013
Banc of America Securities LLC  June 2006 - February 2008
Thomas Weisel Partners  April 2000 - May 2006
Furman Selz  August 1998 - April 2000

Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities

Education
Yale University - Yale School of Management   1996 — 1998
MBA, Finance

Lehigh University   1990 — 1994
Bachelor of Science, Mechanical Engineering

Manheim Township High School   1986 — 1990

Andor (Andy) Laszlo Andor (Andy) Laszlo Greater New York City Area Details
Andor (Andy) Laszlo's Banc of America Securities, LLC Experience July 2005 - November 2007
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  January 2014 - Present
Rita's Italian Ice  August 2013 - Present
RLJ Entertainment   October 2012 - Present
Falconhead Capital  April 2010 - Present
Graidan Ventures LLC   November 2007 - Present
Lazard Capital Markets  May 2010 - December 2013
Escort Radar   July 2012 - October 2013
Banc of America Securities, LLC   July 2005 - November 2007
EagleRock Capital Management, LLC   April 2004 - July 2005
Lehman Brothers, Inc.   August 1997 - April 2004

Skills
Private Equity, Venture Capital, Investment Banking, Corporate Development, Mergers, Corporate Finance, Financial Modeling, Hedge Funds, Investments, Capital Markets, Valuation, Equities, Due Diligence, Alternative Investments, Private Placements, Marketing Strategy, Securities Regulation, Product Development, Equity Capital Markets, Project Management

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance, Multinational Management

University of Notre Dame Law School   1988 — 1991
JD

Duke University   1984 — 1988
BS

Devin Krebs Devin Krebs Dallas/Fort Worth Area Details
Devin Krebs's Banc of America Securities, LLC Experience July 2002 - May 2014
Job Professional Services at REDI Global Technologies
Industry Financial Services
Experience
REDI Global Technologies  May 2014 - Present
Premium Poppers Popcorn   March 1997 - Present
Banc of America Securities, LLC   July 2002 - May 2014
Coastal Securities  March 2000 - December 2001

Education
Tarrant County College   1997 — 2000

L.D. Bell   1994 — 1997

The University of Texas at Dallas

Anand Mani Anand Mani Greater New York City Area Details
Anand Mani's Banc of America Securities, LLC Experience June 2006 - March 2008
Job Senior Software Engineer at Lab49
Industry Financial Services
Experience
Lab49  January 2015 - Present
Federal Reserve Bank of New York  March 2012 - January 2015
BNP Paribas  June 2010 - March 2012
Banc of America Securities  November 2008 - May 2010
Time Inc.  May 2008 - October 2008
Princeton Information  September 2003 - October 2008
Banc of America Securities, LLC   June 2006 - March 2008
Credit Suisse  January 2005 - May 2006
Federal Reserve Bank of New York  November 2003 - December 2004
Deutsche Bank  March 2003 - November 2003

Skills
J2EE, Java, GWT, Spring, Hibernate, Oracle, Maven, UML, EJB, SOA, Tomcat, Websphere, Web Development, Web Services, Web 2.0, Weblogic, Web Applications, EAI, Enterprise Architecture, Enterprise Architect, Core Java, JAXB, JAX-WS, JAXP, JAX-RPC, JMS, ActiveMQ, Ehcache, Eclipse, IntelliJ IDEA, iBatis, ORM, JPA, JProfiler, Ant, Sun Certified Java..., Fixed Income, Equities, Prime Brokerage, MBS, Investment Banking, Trading Systems, Java Enterprise Edition, jQuery, JSON, Scrum

Education
Maulana Azad National Institute of Technology
BS (Engineering), Computer Science

University of Phoenix
MBA, Technology Management

Alex Kayzman Alex Kayzman Greater New York City Area Details
Alex Kayzman's Banc of America Securities, LLC Experience July 2004 - June 2008
Job at
Industry Financial Services
Experience
RBC Capital Markets  January 2015 - Present
Bank of America Merrill Lynch  April 2013 - January 2015
Credit Suisse  September 2008 - April 2013
Banc of America Securities, LLC   July 2004 - June 2008
Bank Of America  2004 - June 2008
BNY ConvergEx  August 2002 - July 2004
ICOS, Inc.   April 1999 - June 2004
Stevens Institute of Technology  January 2002 - August 2002
Salomon Smith Barney  October 2000 - August 2001
DLJ  2000 - 2000

Skills
Architecture, Architectures, Electronic Trading, Business Analysis, Business Continuity, CRM, Capital Markets, Derivatives, Disaster Recovery, Enterprise Software, Equities, Equity Derivatives, Program Management, SDLC, SQL, Software Project..., Trading Systems, Sybase, Unix, Unix Shell Scripting

Education
Voronezh State Technical University   1985 — 1992
Master of Engineering (MEng), Electrical and Electronics Engineering

Shruthi Kinkead Shruthi Kinkead Greater New York City Area Details
Shruthi Kinkead's Banc of America Securities, LLC Experience 2004 - 2009
Job Experienced Corporate Development and Investment Banking Professional
Industry Investment Banking
Experience
Strathspey Crown LLC  2013 - December 2013
Sagent Advisors  2010 - 2011
AMN Healthcare  2009 - 2010
Banc of America Securities LLC  2004 - 2009
Credit Suisse First Boston  2000 - 2004
Donaldson, Lufkin & Jenrette   1998 - 2000
Salomon Smith Barney  1997 - 1998

Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy

Education
Barnard College   1993 — 1997

Columbia University in the City of New York   1993 — 1997

David Portner David Portner Charlotte, North Carolina Area Details
David Portner's Banc of America Securities, LLC Experience May 2006 - April 2010
Job Treasury, TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2015 - Present
Wells Fargo Securities, LLC  April 2010 - August 2014
Banc of America Securities, LLC   May 2006 - April 2010

Skills
Portfolio Management, Valuation, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Risk Management, Investments, Asset Management, Due Diligence, Derivatives, Securitization, Banking, Trading, Structured Finance, Financial Analysis, Credit Risk, Financial Services, Mergers & Acquisitions

Education
University of Michigan - Stephen M. Ross School of Business   2003 — 2005
MBA / MEng in Manufacturing, Finance / Operations

Cornell University   1997 — 2001
BS, Materials Science & Engineering

Deana Williamson Deana Williamson Boston, Massachusetts Details
Deana Williamson's Banc of America Securities, LLC Experience June 2005 - November 2006
Job Vice President at State Street
Industry Banking
Experience
State Street  May 2014 - Present
GE Energy Financial Services, Inc.   February 2008 - February 2013
Merrill Lynch Capital  November 2006 - February 2008
Banc of America Securities LLC  June 2005 - November 2006

Skills
Capital Markets, Financial Structuring, Commercial Lending, Portfolio Management, Leveraged Finance, Loans, Loan Origination, Syndications, Series 7, Financial Modeling, Valuation, Structured Finance, Corporate Finance, Investment Banking, Credit Analysis

Education
College of the Holy Cross   2001 — 2005
BA, Economics

Rich Montesano Rich Montesano Greater New York City Area Details
Rich Montesano's Banc of America Securities, LLC Experience May 2006 - November 2007
Job Sr. Account Executive Gartner Invest
Industry Financial Services
Experience
Gartner  February 2013 - Present
Mizuho Securities USA  July 2008 - December 2011
Banc of America Securities LLC  May 2006 - November 2007
Lehman Brothers Inc  April 2003 - May 2006
Lehman Brothers Inc  December 2001 - April 2003
Program Trading Trade Support Group   December 1998 - December 2001

Skills
Series 3, Series 7, Series 63, series 55, Trading, Electronic Trading, Program Trading, Equities, Hedge Funds, Equity Trading, Trading Systems, ETFs, Middle Office, Swaps, Market Making, Trading System, Bloomberg Terminal, Prime Brokerage, Options, Equity Research, Bloomberg, Securities, Capital Markets

Education
Lafayette College   1994 — 1998
BA, Economics/Business

Boston University
Economics/Business

Dan D'Onofrio Dan D'Onofrio Charlotte, North Carolina Area Details
Dan D'Onofrio's Banc of America Securities, LLC Experience January 2002 - June 2002
Job Risk Management Consultant at Bank of America
Industry Financial Services
Experience
Bank of America  May 2014 - Present
Wells Fargo  June 2013 - March 2014
Bank of America  July 2012 - December 2012
Wells Fargo Capital Finance  October 2011 - April 2012
Bank of America  January 2010 - October 2011
Patriarch Partners LLC  February 2008 - 2009
Wachovia Securities, LLC  May 2005 - December 2007
Janney Montgomery Scott  June 2004 - April 2005
BANC OF AMERICA SECURITIES, LLC   January 2002 - June 2002
BANC OF AMERICA SECURITIES, LLC   May 2001 - December 2001

Skills
Portfolio Management, Financial Modeling, Credit, Risk Management, Finance, Investments, Mergers & Acquisitions, Financial Analysis, Credit Risk, Loans, Investment Banking, Equities, Derivatives, Structured Finance, Financial Structuring, Bonds, Leveraged Finance

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2002 — 2004
MBA, Investment Management Concentration

Brown University   1994 — 1998
BA, Business Economics & Organizational Behavior and Management

Travis Moss Travis Moss Dallas/Fort Worth Area Details
Travis Moss's Banc of America Securities, LLC Experience 1998 - 2007
Job Financial Advisor
Industry Financial Services
Experience
JP Morgan Securities  March 2009 - Present
Smith Barney  June 2006 - February 2009
Banc of America Securities, LLC   1998 - 2007
Bank of America  1998 - 2007

Skills
Series 7, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Credit Analysis, Valuation, Investments, Corporate Finance, Asset Managment, Due Diligence, Mergers, Series 63, Strategic Financial..., Financial Reporting, Insurance, Leveraged Finance, Capital Markets, Investment Banking, Accounting, Alternative Investments, Asset Allocation, Asset Management, Finance

Education
Oklahoma State University   1994 — 1998
Bachelor of Science (BS), Finance, International Business & Commercial Bank Management

Kilty Mahoney Kilty Mahoney Greater Philadelphia Area Details
Kilty Mahoney's Banc of America Securities, LLC Experience 1998 - 2001
Job Managing Director at Cyndx
Industry Investment Banking
Experience
Cyndx  May 2015 - Present
RedVision Systems, Inc.   January 2012 - April 2015
Security Search & Abstract Company, Inc.   2004 - 2012
Greenbridge Partners   2001 - 2002
Banc of America Securities LLC  1998 - 2001
Salomon Brothers Inc - Investment Banking and Capital Markets   1986 - 1997

Skills
New Business Development, Sales, Business Development, Strategic Planning, Investment Properties, Management, Real Estate, Real Estate Transactions, Start-ups, Title Insurance, Executive Management, Investments

Education
Harvard Business School
Master in Business Administration

Mount Holyoke Colege
Bachelor of Arts Cum Laude, Economics

Adam Glassner Adam Glassner Charlotte, North Carolina Details
Adam Glassner's Banc of America Securities, LLC Experience 1999 - 2008
Job Managing Director at Bayview Loan Servicing, LLC
Industry Capital Markets
Experience
Bayview Loan Servicing, LLC & Lakeview Loan Servicing LLC   June 2013 - Present
Fannie Mae  January 2012 - June 2013
GMAC  August 2009 - February 2012
GMAC  March 2009 - August 2009
Bank of America  May 2008 - March 2009
Banc of America Securities LLC  1999 - 2008
Carillon Advisors, Inc   June 1996 - April 1999

Skills
Capital Markets, Fixed Income, Structured Finance, Mortgage Lending, Portfolio Management, Loans, Mortgage Banking, Credit, Financial Modeling, Credit Analysis, Valuation, Credit Risk, Banking, Loan Origination, Series 7, Risk Management, Underwriting, Investment Banking, Asset Managment, Financial Analysis, Asset Management, Finance, Investments, CMBS, Securities, Residential Mortgages, Trading, Hedge Funds, Financial Risk, Bonds, Derivatives

Education
Miami University   1992 — 1996
Finance

Aulii Limtiaco Aulii Limtiaco San Francisco Bay Area Details
Aulii Limtiaco's Banc of America Securities, LLC Experience February 2002 - April 2009
Job Associate Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   August 2012 - Present
Pacific Public Finance Group LLC   April 2009 - August 2012
Banc of America Securities LLC  February 2002 - April 2009
First Union - Wachovia Securities   January 2000 - February 2002

Skills
Public Finance, Capital Markets, Bonds, Financial Structuring, Credit Analysis, Government, Credit, Municipalities, Finance, Training, Management, Nonprofits, Investment Banking, Structured Finance, Project Finance, Fixed Income

Education
Babson College   1994 — 1997
B.S., Finance and Entrepreneurship

Northeastern University   1993 — 1994
Business

K. James Pirouz K. James Pirouz Greater Atlanta Area Details
K. James Pirouz's Banc of America Securities, LLC Experience August 1998 - February 2009
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  March 2009 - Present
Banc of America Securities LLC  August 1998 - February 2009
Smith Barney Inc.  September 1992 - June 1996

Skills
Capital Markets, Investment Banking, Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Finance, Financial Modeling

Education
Cornell University
Bachelor's Degree, Mechanical & Aerospace Engineering

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 1998
Master of Business Administration (M.B.A.)

Christopher Schilling Christopher Schilling Greater Los Angeles Area Details
Christopher Schilling's Banc of America Securities, LLC Experience 1990 - June 2001
Job CEO at Park Water Company ( a Carlyle Group portfolio company)
Industry Utilities
Experience
Park Water Company (A Carlyle Group portfolio company)   June 2009 - Present
Bank of America Merrill Lynch  April 2003 - June 2009
Banc of America Securities, LLC   1990 - June 2001

Skills
Corporate Development, Mergers & Acquisitions, Structured Finance, Corporate Finance, Financial Structuring, Private Equity, Fixed Income, Investment Banking, Capital Markets, Venture Capital, M&A experience, Financial Modeling, Valuation, Private Placements

Education
Columbia University - Columbia Business School   1983 — 1985
MBA, Finance, Marketing

Jim Lamke Jim Lamke Greater New York City Area Details
Jim Lamke's Banc of America Securities, LLC Experience June 2005 - March 2006
Job Senior Vice President CoChief Compliance Officer/Sell Side at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein & Co., LLC   July 2008 - Present
Bear Stearns & Co  March 2006 - July 2008
Banc of America Securities LLC  June 2005 - March 2006
BASS Trading (Currently BTIG)   June 2003 - June 2005
Goldman Sachs / Spear Leeds & Kellogg   June 1996 - April 2003
Spear, Leeds & Kellogg   June 1996 - December 2000
NASD  June 1989 - June 1996
NASD  1989 - 1996

Skills
Securities, Equities, Risk Management, Capital Markets, Fixed Income, Options, Trading, Derivatives, Portfolio Management, Trading Systems, Equity Trading, Financial Risk

Education
The Johns Hopkins University - Carey Business School   1994 — 1997
MS, Business Administration and Management, General

University of Maryland University College   1989 — 1991
BS, Business

Nathan Dean Nathan Dean Portland, Oregon Area Details
Nathan Dean's Banc of America Securities, LLC Experience 2000 - 2002
Job Head of Hospital Financing; Healthcare, FHA, GSE Commercial Mortgages
Industry Hospital & Health Care
Experience
ACRE Capital   March 2015 - Present
Federal Housing Administration  June 2010 - March 2015
DW Marketing Solutions   July 2006 - March 2015
Quoin Partners, LLC   November 2009 - June 2010
Mass Housing Finance Agency  June 2009 - June 2010
The Druker Company, LTD   July 2008 - March 2009
Davidson Kempner Capital Management  May 2007 - August 2007
JPMorgan  2003 - 2006
Edison Schools  2002 - 2003
Banc of America Securities LLC  2000 - 2002

Skills
Investments, Private Equity, Financial Modeling, Management, Venture Capital, Finance, Start-ups, Valuation, Asset Management, Due Diligence, Hedge Funds, Accounting, Financial Analysis, Real Estate Development, Mergers & Acquisitions, Financial Services, Loans, Risk Management, Asset Managment, Direct Marketing, Consulting, Strategic Planning

Education
Harvard University   1996 — 2000
AB, Economics

Columbia University - Columbia Business School   2006 — 2008
Master of Business Administration (MBA), Capital Markets; Real Estate; Investing

Monrovia High School, Monrovia CA   1992 — 1996

Nicholas Bice Nicholas Bice Greater Philadelphia Area Details
Nicholas Bice's Banc of America Securities, LLC Experience July 2008 - December 2009
Job Business Administrator/Board Secretary at Cranbury Township School District
Industry Education Management
Experience
Cranbury Township School Dist   July 2015 - Present
Hainesport Township School District   August 2013 - June 2015
Nomura Securities International, Inc.   April 2013 - August 2013
Nomura Securities International, Inc.   April 2011 - March 2013
Bank of America Merrill Lynch  January 2010 - April 2011
Banc of America Securities LLC  July 2008 - December 2009
Rider University  May 2007 - July 2008
New Jersey State Police  June 2003 - May 2006

Education
Rider University   2007 — 2009
Master of Business Administration, Management

Rider University   2003 — 2007
Bachelor of Science in Business Administration, Computer Information Systems, Management & Leadership

Despina Lamas Despina Lamas Greater Atlanta Area Details
Despina Lamas's Banc of America Securities, LLC Experience June 1999 - July 2008
Job former Vice President at Banc of America Securities
Industry Banking
Experience
Banc of America Securities LLC  June 1999 - July 2008

Education
Clemson University   1995 — 1999
BS, Accounting

Sarah Zirpolo Sarah Zirpolo Greater New York City Area Details
Sarah Zirpolo's Banc of America Securities, LLC Experience August 1999 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Banc of America Securities LLC  August 1999 - Present

Education
Rutgers University-New Brunswick   1996 — 1999

James (Jamie) Lewis James (Jamie) Lewis Greater Boston Area Details
James (Jamie) Lewis's Banc of America Securities, LLC Experience March 2004 - August 2006
Job SVP at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group  September 2013 - Present
RBS Citizens, N.A.   January 2011 - August 2013
RBS Citizens N.A.   September 2009 - December 2010
Wells Fargo Foothill  August 2006 - April 2009
Banc of America Securities LLC  March 2004 - August 2006
FleetBoston Financial  September 1999 - March 2004
Fleet Bank  March 1996 - September 1999
Bank of Boston  March 1993 - March 1996
US Army  November 1975 - August 1979

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1980 — 1982
MBA, Accounting/Finance

University of New Hampshire   1979 — 1980
MPA, City Administration

Randolph-Macon College   1971 — 1975
BA, Fun

Moses Brown School   1963 — 1970

James Lamke James Lamke Greater New York City Area Details
James Lamke's Banc of America Securities, LLC Experience June 2005 - March 2006
Job Senior Vice President Director Global Compliance/CoChief Compliance Officer at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein  July 2008 - Present
Bear Stearns  March 2006 - July 2008
Banc of America Securities LLC  June 2005 - March 2006
BASS Trading (Currently BTIG)   June 2003 - June 2005
Goldman Sach / Spear, Leeds & Kellogg   June 1996 - May 2003
Spear, Leeds & Kellogg   June 1996 - December 2000
NASD (Currently FINRA)   June 1989 - June 1996

Education
The Johns Hopkins University - Carey Business School   1995 — 1997

University of Maryland University College   1989 — 1991
BS, Business

Ileana I. Chu Ileana I. Chu Greater Atlanta Area Details
Ileana I. Chu's Banc of America Securities, LLC Experience July 2006 - February 2009
Job Debt Capital Markets
Industry Financial Services
Experience
SunTrust Robinson Humphrey  November 2014 - Present
Deutsche Bank Securities  June 2010 - April 2012
Banc of America Securities LLC  July 2006 - February 2009
Banc of America Securities LLC  August 1997 - June 2006

Education
University of Rochester - Simon Business School   1995 — 1997
MBA, Finance & Accounting

SUNY Buffalo Law School   1992 — 1995
JD

University of Rochester   1988 — 1992
BA, Economics & Political Science

Drew Hoffman Drew Hoffman San Francisco, California Details
Drew Hoffman's Banc of America Securities, LLC Experience June 2008 - March 2009
Job Senior at EY
Industry Management Consulting
Experience
EY  August 2014 - Present
EY  June 2013 - August 2013
KM Systems Group  July 2009 - September 2012
Banc of America Securities LLC  June 2008 - March 2009
Banc of America Securities  May 2007 - August 2007
Eaton Corporation  June 2006 - August 2006

Skills
Financial Modeling, Financial Analysis, Derivatives, Securities, Process Engineering, Earned Value Management, Business Systems..., Bonds, Project Management, Integration, Analysis, Strategy

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship, Marketing

Duke University   2004 — 2008
BSE, Mechanical Engineering and Economics

University School   1991 — 2004
High School

Katy Schoenbeck Katy Schoenbeck Greater New York City Area Details
Katy Schoenbeck's Banc of America Securities, LLC Experience June 2005 - June 2008
Job VP Corporate Development at XL Catlin
Industry Insurance
Experience
XL Catlin  August 2014 - Present
ACE  August 2008 - August 2014
Banc of America Securities LLC  June 2005 - June 2008

Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   2001 — 2005
BS, Mathematical Decision Sciences

Mary Tara Rogers Mary Tara Rogers Greater New York City Area Details
Mary Tara Rogers's Banc of America Securities, LLC Experience February 2000 - May 2001
Job Supervisory Analyst, Options Principal at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities LLC   July 2010 - Present
Goldman Sachs  August 2004 - July 2010
Donaldson, Lufkin & Jenrette   February 2000 - May 2001
Banc of America Securities, LLC   February 2000 - May 2001
The MWW Group  November 1999 - January 2000
Foot Locker, Inc  January 1996 - January 1998
Primedia, Inc  January 1995 - January 1996
MetLife  January 1989 - December 1994

Skills
Equity Research, Investments, Credit, Retail, Investor Relations, Series 7, Research, Risk Management, Compliance, Writing, Editing, Equity Valuation, Series 63, Investment Research, Equities, Finance, Options, Bloomberg, Hedge Funds, Fixed Income, Portfolio Management, Investment Banking, Capital Markets

Education
Rutgers, The State University of New Jersey - Rutgers Business School   1987 — 1989
MBA

Northeastern University   1982 — 1987
Bachelors of Science, Finance and International Business

Holy Cross High School   1978 — 1982
High School Diploma

Jo A. Nelson Jo A. Nelson Greater Atlanta Area Details
Jo A. Nelson's Banc of America Securities, LLC Experience 1968 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of America  April 1968 - December 1995
Banc of America Securities, LLC   1968 - 1995

Skills
Fundraising, Leadership, Strategic Planning, Portfolio Management, Nonprofits, Time Management

Education
Florida State University - College of Business   1966 — 1968
BS, Business

Indian River State College   1965 — 1965

Stetson University   1963 — 1965

John Dibble John Dibble Greater New York City Area Details
John Dibble's Banc of America Securities, LLC Experience February 2005 - March 2009
Job Director Stifel Financial Corp. & CM Finance Inc
Industry Capital Markets
Experience
CM Finance Inc. (Ticker: CMFN)   February 2014 - Present
Stifel Financial Corp.  October 2012 - Present
Cantor Fitzgerald  March 2009 - January 2013
Banc of America Securities LLC  February 2005 - March 2009
Deutsche Bank  2004 - 2005

Education
College of the Holy Cross   1999 — 2003
BS, Economics

Douglas Yablonski Douglas Yablonski Greater New York City Area Details
Douglas Yablonski's Banc of America Securities, LLC Experience 2003 - 2009
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  2011 - Present
Harris Williams & Co.   2010 - 2011
Banc of America Securities LLC  2003 - 2009
Merrill Lynch & Co  2000 - 2003
Skadden Arps Slate Meagher & Flom LLP  1996 - 2000

Education
New York University School of Law   1993 — 1996
JD

University of Pennsylvania   1988 — 1992
BA

Laura Warshawsky Laura Warshawsky Greater New York City Area Details
Laura Warshawsky's Banc of America Securities, LLC Experience October 1998 - January 2009
Job VP/Supervisory Analyst at Societe Generale
Industry Research
Experience
Societe Generale  2010 - Present
Banc of America Securities-Merrill Lynch   October 1998 - September 2009
Banc of America Securities LLC  October 1998 - January 2009
JP Morgan Securities LLC  1995 - 1998
Morgan Stanley Dean Witter  1988 - 1994
Dean Witter  1988 - 1994
Dean Witter Reynolds  1985 - 1994

Skills
Equities, Analysis, Capital Markets, Equity Research, Investment Banking, Strategy, Series 7, Valuation, Securities

Education
Baruch College, City University of New York (CUNY)
MBA, International Finance

Brian McGee Brian McGee Boca Raton, Florida Details
Brian McGee's Banc of America Securities, LLC Experience 2000 - 2005
Job Partner at New Water Capital, L.P.
Industry Venture Capital & Private Equity
Experience
New Water Capital, L.P.   May 2015 - Present
Boca Harbour Capital, LLC   May 2014 - May 2015
Sun Capital Partners  July 2007 - May 2014
Chanin Capital Partners  2005 - 2007
Banc of America Securities LLC  2000 - 2005

Skills
Private Equity, LBO, Valuation, Due Diligence, Venture Capital, Financial Modeling, Mergers & Acquisitions, Investment Banking, Leveraged Finance, Corporate Development, M&A experience, Corporate Finance, Buyouts, Investments, Capital Markets

Education
Davidson College   1995 — 1999
Bachelor of Arts (BA), Economics and Political Science

Rusty Kendall Rusty Kendall Charleston, South Carolina Area Details
Rusty Kendall's Banc of America Securities, LLC Experience 2000 - 2005
Job CFO Director at Sherman Financial
Industry Banking
Experience
Sherman Financial   March 2008 - Present
Cambridge Place Investment Management  2005 - 2008
Banc of America Securities LLC  2000 - 2005
Willis Re  1995 - 1998
US Senator Judd Gregg  1992 - 1994

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2000
MBA

University of New Hampshire   1988 — 1991
BA

Camp agawam

Camp agawam

Kimball Union

James Lau James Lau Greater New York City Area Details
James Lau's Banc of America Securities, LLC Experience 2003 - 2005
Job Portfolio Manager / Investment Analyst / Risk Manager Banking/Insurance/Asset Management
Industry Investment Management
Experience
Private, NA   November 2013 - Present
Arch Insurance Group (part of Arch Capital Group, Ltd.)   2011 - November 2013
American Capital, Ltd.   2005 - 2009
Banc of America Securities, LLC   2003 - 2005
Bank of America predecessors (FleetBoston Robertson Stephens Inc./Fleet National Bank)   2000 - 2002
Fleet National Bank and BankBoston, N.A. (predecessor banks to Bank of America)   1998 - 2000
M&T Bank  1992 - 1998
M & T Bank  1990 - 1992

Skills
Portfolio Management, Valuation, Credit Risk, Credit, Structured Finance, Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Fixed Income, Bloomberg Terminal, Structured Products, Asset Managment, Loans, Econometric Modeling, Credit Default Models, Middle Market, Credit Analysis, Investments, Leveraged Finance, Equities

Education
Cornell University - Johnson Graduate School of Management
MBA

Northeastern University
BS

Lisa Economou Lisa Economou Greater New York City Area Details
Lisa Economou's Banc of America Securities, LLC Experience Institutional SalesCitigroupAugust 2002 - July 2004
Job Principal at Banc of America Securities LLC
Industry Financial Services
Experience
Banc of America Securities LLC  Institutional SalesCitigroupAugust 2002 - July 2004
Credit Suisse First Boston  2000 - 2002
Salomon Smith Barney  June 1999 - July 2000
prudential  1997 - 1999

Education
Montclair State University   1996 — 1998
ABA Certification, Paralegal Studies

William Paterson University of New Jersey
BA, Political Science

Jennifer Ratner Jennifer Ratner Washington D.C. Metro Area Details
Jennifer Ratner's Banc of America Securities, LLC Experience March 2002 - May 2006
Job Vice President at The Asia Group
Industry Financial Services
Experience
The Asia Group  April 2014 - Present
VSDox   April 2012 - December 2013
Cyrano Management   May 2010 - March 2012
OPIC  2009 - 2009
China Foundation for Poverty Alleviation (CFPA)   September 2007 - June 2008
Banc of America Securities LLC  March 2002 - May 2006

Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Business Strategy, Due Diligence, Financial Analysis, Investments, Strategy, Venture Capital

Education
University of Pennsylvania - The Wharton School   2008 — 2010
Master of Business Administration (M.B.A.), Finance and Business & Public Policy

Stanford University   1997 — 2001
Bachelor of Arts (B.A.), Economics

Sean Bonner Sean Bonner Charlotte, North Carolina Area Details
Sean Bonner's Banc of America Securities, LLC Experience 1998 - 2003
Job Managing Director, U.S. Bancorp
Industry Financial Services
Experience
U.S. Bancorp   October 2009 - Present
Citi  February 2007 - January 2009
Glenville Partners   2009 - 2009
Wachovia, A Wells Fargo Company  July 2003 - July 2006
Banc of America Securities, LLC   1998 - 2003

Education
New York University - Leonard N. Stern School of Business   1991 — 1994
M.B.A., Finance and Marketing

Hobart and William Smith Colleges   1984 — 1988
B.A., Economics

James Ohadike James Ohadike United States Details
James Ohadike's Banc of America Securities, LLC Experience November 2006 - August 2009
Job Student at Syracuse University
Industry Higher Education
Experience
Syracuse University  August 2009 - Present
Morgan Stanley  2010 - 2010
Banc of America Securities LLC  November 2006 - August 2009
Merrill Lynch & Co  June 2004 - November 2006

Skills
Financial Analysis, Data Analysis, Customer Service, Management, Research, Microsoft Excel, Microsoft Word, SPSS, Microsoft Office, Leadership, PowerPoint, Access

Education
Syracuse University - Martin J. Whitman School of Management   2009 — 2011
MBA, Finance

University at Buffalo
BA, Sociology

Carmine Brocato Carmine Brocato Greater New York City Area Details
Carmine Brocato's Banc of America Securities, LLC Experience 2005 - 2008
Job Director at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital  June 2011 - Present
Diamond Notch Asset Management   March 2008 - June 2011
Banc of America Securities LLC  2005 - 2008
Bank of America  2005 - 2008
Natixis  2001 - 2005

Education
Pace University - Lubin School of Business
BBA/MBA, Public Accounting-Financial Management

Tom Austin, CFA Tom Austin, CFA Greater New York City Area Details
Tom Austin, CFA's Banc of America Securities, LLC Experience June 2007 - August 2007
Job CoFounder at Bungalow
Industry Investment Banking
Experience
Bungalow Insurance   June 2014 - Present
The New York Times  June 2014 - August 2014
The Parthenon Group  January 2012 - June 2013
RBC Capital Markets  October 2010 - December 2011
Bank of America Merrill Lynch  June 2008 - September 2010
Banc of America Securities, LLC   June 2007 - August 2007
Arca Capital   September 2006 - December 2006

Skills
Financial Modeling, Financial Analysis, Business Valuation, Market Research, Due Diligence, Business Strategy, Management Consulting, Market Analysis, Data Analysis, Equities, Equity Research, Capital Markets

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (MBA)

Duke University   2004 — 2008
B.S., Economics, Political Science

New York University   2006 — 2006
Study Abroad Program - Prague

University of Pennsylvania - The Wharton School

Farah D. Saint Jean Farah D. Saint Jean Charlotte, North Carolina Area Details
Farah D. Saint Jean's Banc of America Securities, LLC Experience October 2004 - December 2010
Job Asset Backed Finance Sales
Industry Capital Markets
Experience
Wells Fargo Securities  December 2014 - Present
Wells Fargo Securities  February 2012 - December 2014
Banc of America Securities LLC  October 2004 - December 2010
Quick & Reilly  June 1997 - September 2004
Fleet Securities, Inc.   August 1993 - June 1997

Skills
Sales, Capital Markets, Securities, Fixed Income, Portfolio Management, Trading, Series 63, Series 7, Bonds, Bloomberg, Alternative Investments

Education
Baruch College, City University of New York (CUNY)

Stefanie Erner, CFA Stefanie Erner, CFA Greater New York City Area Details
Stefanie Erner, CFA's Banc of America Securities, LLC Experience June 2007 - August 2007
Job
Industry Investment Management
Experience
AXA Investment Managers  January 2011 - Present
Bank of America Merrill Lynch  June 2008 - December 2010
Banc of America Securities, LLC   June 2007 - August 2007
Berman Capital Management   June 2006 - August 2006

Education
Northwestern University   2004 — 2008
BA, Political Science, Economics

Joel Soltman Joel Soltman New York, New York Details
Joel Soltman's Banc of America Securities, LLC Experience June 2008 - August 2008
Job Vice President of Finance at Merx Aviation Finance, LLC
Industry Investment Management
Experience
Merx Aviation Finance, LLC   February 2014 - July 2014
Apollo Global Management LLC  April 2011 - February 2014
Bank of America Merrill Lynch  July 2009 - April 2011
Banc of America Securities LLC  June 2008 - August 2008

Skills
High Yield, Financial Modeling, Due Diligence, Bonds, Debt, Deal Execution, LBO, Investment Banking, Valuation, Private Equity

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2016
Master of Business Administration (M.B.A.)

Brown University   2005 — 2009
Bachelor of Science, Applied Mathematics

University School of Nashville   1999 — 2005

Elizabeth Marin Elizabeth Marin Greater New York City Area Details
Elizabeth Marin's Banc of America Securities, LLC Experience 2001 - 2005
Job Business Unit Treasurer Annuities and Retirement at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets  May 2007 - January 2009
WACHOVIA SECURITIES  March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC  2001 - 2005
Salomon Smith Barney  January 2001 - January 2003
Salomon Smith Barney  August 1995 - December 1998
COOPERS & LYBRAND, LLP   January 1992 - January 1993

Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization

Education
University of Michigan - Stephen M. Ross School of Business   1993 — 1995
Master, Business Administration

Fairfield University   1986 — 1990
Bachelor of Science, Accounting & Finance

Lisa Wiltshire Lisa Wiltshire Nashville, Tennessee Details
Lisa Wiltshire's Banc of America Securities, LLC Experience March 1996 - October 1999
Job Executive Director, Office of Early Learning
Industry Education Management
Experience
Tennessee Department of Education  2015 - Present
Metropolitan Nashville Public Schools  April 2014 - July 2015
Metropolitan Nashville Public Schools  July 2011 - April 2014
Metropolitan Nashville Public Schools  September 2010 - July 2011
Metro Nashville Public Schools  April 2009 - July 2010
Bank Street College of Education  August 2002 - June 2005
Park Ave Equity Partners, L.P.   November 1999 - June 2002
Banc of America Securities LLC  March 1996 - October 1999

Skills
Curriculum Design, Teaching, Strategy, Education Policy, Policy, Public Speaking, Community Outreach, Curriculum Development, Educational Leadership, Fundraising, Grant Writing, Grants, Leadership Development, Program Management, Program Development, Strategic Planning, Staff Development, Nonprofits

Education
Bank Street College of Education   2002 — 2005
M.S, Education

University of Florida   1990 — 1994
B.S, Psychology and business

Faith Klaus Faith Klaus Charlotte, North Carolina Area Details
Faith Klaus's Banc of America Securities, LLC Experience May 1994 - July 2007
Job Chief Event Officer at Smashing.ly Events, LLC
Industry Events Services
Experience
Smashing.ly Events, LLC   August 2015 - Present
KeyBanc Capital Markets, Inc.   July 2010 - May 2014
Chapdelaine & Co., Chapdelaine Credit Partners   April 2009 - May 2010
Lehman Brothers  July 2007 - July 2008
Banc of America Securities LLC  May 1994 - July 2007

Skills
Marketing Strategy, Financial Analysis, Leadership, Research, Sales, Microsoft Office, Management, Training, Microsoft Word, PowerPoint, English, Photoshop, Windows, Microsoft Excel, Teaching, Strategy, Financial Modeling, Investments, Asset Management, Fixed Income, Capital Markets, Finance, Equities, Valuation

Education
DePaul University   1987 — 1989
Master of Business Administration (M.B.A.), MBA, Graduated with Distinction, 3.8/4

Marquette University
Bachelor’s Degree, Bachelor of Science, Business Administration - concentration in Finance and Marketing, Cum Laude, 3.6/4

Sammy Hicks, III Sammy Hicks, III Charlotte, North Carolina Area Details
Sammy Hicks, III's Banc of America Securities, LLC Experience August 2000 - December 2008
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey  August 2014 - Present
Boutique Asset Management and Consulting Firm   July 2012 - July 2014
Bank of America  January 2009 - June 2012
Banc of America Securities, LLC   August 2000 - December 2008
Corning Incorporated - Corning Fiber Optics (Telecommunications Division)   July 1997 - July 1998
82nd Airborne Division (United States Army)   May 1993 - June 1997

Skills
Due Diligence, Mergers, Capital Markets, Portfolio Management, Financial Analysis, Fixed Income, Banking, Finance

Education
Wake Forest University - Babcock Graduate School of Management   1998 — 2000
Master of Business Administration (M.B.A.)

Morehouse College   1989 — 1993
B.A., Accounting

Larissa Carrera Larissa Carrera Greater New York City Area Details
Larissa Carrera's Banc of America Securities, LLC Experience January 2007 - January 2009
Job Senior Investment Operations Associate
Industry Banking
Experience
LeFrak Organization  March 2009 - Present
Banc of America Securities LLC  January 2007 - January 2009
Discovery Communications  April 2005 - December 2006

Education
La Salle University   1999 — 2003
Bachelor of Science in Business Administration, Finance and Marketing

Dave Seger Dave Seger Greater Boston Area Details
Dave Seger's Banc of America Securities, LLC Experience July 2006 - July 2010
Job VP Sales Officer at FTN Financial
Industry Financial Services
Experience
TM Seger Claim Service Inc.   VP Sales OfficerFTN FinancialNovember 2010 - June 2011
Banc of America Securities LLC  July 2006 - July 2010
Morgan Stanley  February 2005 - April 2006

Skills
Licensed Private...

Education
College of the Holy Cross   2000 — 2004
Bachelor of Sciences, Sociology

Phillips Exeter Academy   1999 — 2000

Duxbury High School   1996 — 1999

Ellen Lambert Bagnato Ellen Lambert Bagnato Greater Denver Area Details
Ellen Lambert Bagnato's Banc of America Securities, LLC Experience April 1998 - July 2000
Job Financial Services Professional
Industry Financial Services
Experience
LeaseRunner   2011 - Present
Bank of America  February 2001 - July 2002
Banc of America Securities LLC  April 1998 - July 2000
NationsBanc Montgomery Securities LLC   December 1995 - March 1998
NationsBank Corporation  August 1992 - November 1995

Skills
Banking, Credit, Credit Analysis, Portfolio Management, Sales, Strategy, Finance, Management, Investments, Leadership, Corporate Finance

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1990 — 1992
MBA, Finance

Fordham University   1984 — 1987
BS, Business Administration

Ian Bitner Ian Bitner Greater New York City Area Details
Ian Bitner's Banc of America Securities, LLC Experience June 2002 - June 2004
Job Senior Analyst at BroadArch Capital
Industry Financial Services
Experience
BroadArch Capital   July 2004 - Present
BroadArch Capital LLC (formerly New Castle Funds LLC)   July 2004 - Present
Banc of America Securities LLC  June 2002 - June 2004

Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance

Thao P.N. Groenewald Thao P.N. Groenewald Greater New York City Area Details
Thao P.N. Groenewald's Banc of America Securities, LLC Experience 1999 - 2001
Job Independent Restaurants Professional
Industry Restaurants
Experience
Banc of America Securities LLC  1999 - 2001

Education
Dartmouth College   1985 — 1989
BA, English Literature

Jane (JingJing) Liu Jane (JingJing) Liu Greater New York City Area Details
Jane (JingJing) Liu's Banc of America Securities, LLC Experience January 2004 - September 2005
Job Assitant Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA  June 2010 - Present
Natixis Bleichroeder LLC.   September 2005 - June 2010
Banc of America Securities LLC.  January 2004 - September 2005
IBM  January 2002 - June 2002

Skills
Internal Controls, Auditing, Derivatives, Financial Analysis, Securities, Equities, Accounting, Regulatory Filings, Market Regulation, Direct Market Access, Trading, FINRA

Education
State University of New York at Buffalo - School of Management   1999 — 2003
Bachelor of Science, Accounting & Finance

Kristin Purcell Kristin Purcell Greater New York City Area Details
Kristin Purcell's Banc of America Securities, LLC Experience 1997 - 2002
Job Licensed Sales Associate, Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
Daniel Gale Sotheby's International Realty  2007 - Present
Fulcrum Global Partners  2002 - 2005
Banc of America Securities, LLC   1997 - 2002

Skills
Investments, Equities, Real Estate, Series 7, Marketing Strategy, Negotiation, Sales, Condos, First Time Home Buyers, Single Family Homes, Relocation, Luxury, Sellers, Investment Properties, Trading, Buyer Representation, Referrals, Selling

Education
Lynchburg College   1987 — 1991
BA, Communications

St. Mary's High School, Manhasset, NY   1983 — 1987

Sagar Janveja Sagar Janveja Chicago, Illinois Details
Sagar Janveja's Banc of America Securities, LLC Experience June 2007 - June 2008
Job Vice President at Aon Securities, Inc.
Industry Investment Banking
Experience
Aon Benfield  July 2015 - Present
First Analysis Securities Corporation  October 2014 - June 2015
KPMG Corporate Finance LLC  July 2012 - October 2014
Scott-Macon, Ltd.   June 2008 - May 2012
Banc of America Securities LLC  June 2007 - June 2008
Jefferies & Company  May 2006 - August 2006
Merrill Lynch & Co.   June 2001 - July 2005

Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Valuation, Financial Modeling, Asset Management, Analysis, Finance, Strategy, Private Equity, Venture Capital, Private Placements, Corporate Finance, Equities, Debt

Education
Georgetown University - The McDonough School of Business   2005 — 2007
M.B.A

University of Michigan   1997 — 2001
B.A

Robert S. Ashcom Robert S. Ashcom Greater Atlanta Area Details
Robert S. Ashcom's Banc of America Securities, LLC Experience March 1997 - February 2003
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  September 2005 - Present
SunTrust Robinson Humphrey  March 2003 - September 2005
Banc of America Securities LLC  March 1997 - February 2003
Financial Industry Regulatory Authority (FINRA)   February 1993 - March 1997
Masterson Moreland Sauer Whisman, Inc.   August 1991 - January 1993
Michigan Department of Commerce  January 1989 - June 1991

Skills
Capital Markets, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Financial Structuring, Fixed Income, Investment Banking, Mergers, Portfolio Management, Private Equity, Private Placements, Structured Finance, Valuation, Securitization, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business
M.B.A., Finance

Michigan State University
B.A., Political Economics

Jeffrey Zinn Jeffrey Zinn Greater New York City Area Details
Jeffrey Zinn's Banc of America Securities, LLC Experience April 1998 - October 2008
Job Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company  March 2011 - Present
The PrinceRidge Group  August 2009 - February 2011
Banc of America Securities, LLC   April 1998 - October 2008

Skills
Direct Sales, Sales Management, Product Marketing

Education
Columbia Business School   1993 — 1995
MBA

Boston University   1986 — 1990
Bachelor of Science, Electrical Engineering

Carol Durak Carol Durak Park Ridge, Illinois Details
Carol Durak's Banc of America Securities, LLC Experience May 2007 - September 2009
Job Executive Administrative Assistant Professional
Industry Banking
Experience
True Value Company  September 2014 - September 2014
Office Team  June 2013 - October 2013
Property Casualty Insurers Association of America  September 2012 - September 2012
Kraft Foods Group  June 2012 - July 2012
BP  October 2011 - December 2011
Banc of America Securities LLC  May 2007 - September 2009
Banc of America Securities LLC  June 2001 - July 2005

Skills
Data Entry, Administrative..., Proficient in MSOffice..., Microsoft Office, Management, Outlook, Office Management, Customer Service, Microsoft Word, Time Management, Invoicing, Administration, Accounts Payable, Teamwork, Office Administration

Education
DePaul University
B.S.C., Management

Nicholas McNamara Nicholas McNamara Chicago, Illinois Details
Nicholas McNamara's Banc of America Securities, LLC Experience May 2007 - August 2009
Job Options Trader at Trebuchet Financial LLC
Industry Capital Markets
Experience
Trebuchet Financial Group; LLC   August 2009 - Present
Banc of America Securities; LLC  May 2007 - August 2009
Prime International Trading; LTD  February 2006 - December 2006
Lanigan & Stack   September 2004 - February 2006

Skills
Options, Portfolio Management, Bonds, Financial Risk, Series 7, Investments, Trading, Foreign Exchange, Capital Markets, Fixed Income, CRM, Volatility, Equity Trading, Equities, Commodity, Risk Management, Asset Allocation, Trading Systems, Trading Strategies, Financial Markets, Hedging, Electronic Trading, Proprietary Trading, Bloomberg, Series 63, Settlement, Management, Derivatives, Hedge Funds, Securities, Currency, Back Office

Education
Saint Mary's University   1999 — 2002
Bachelor of Science, Business Management

Christopher Bianchi Christopher Bianchi New York, New York Details
Christopher Bianchi's Banc of America Securities, LLC Experience June 1998 - February 2006
Job Managing Director at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  March 2006 - Present
Banc of America Securities LLC  June 1998 - February 2006

Education
James Madison University   1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General

Jeffrey Ennis Jeffrey Ennis New York, New York Details
Jeffrey Ennis's Banc of America Securities, LLC Experience September 2007 - February 2009
Job Equity Derivatives Supervision, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2014 - Present
Morgan Stanley  May 2013 - April 2014
Bank of America / Merrill Lynch  February 2009 - May 2013
BANC OF AMERICA SECURITIES, LLC   September 2007 - February 2009
BANC OF AMERICA SECURITIES, LLC   July 2005 - September 2007
BEAR STEARNS & CO, INC   January 2000 - July 2005

Skills
Equities, Capital Markets, Derivatives, Fixed Income, Equity Derivatives, Middle Office, Series 7, Securities, Trading

Education
Stony Brook University   1996 — 1999
Bachelor's degree, Economics

Mick Solimene Mick Solimene Greater Chicago Area Details
Mick Solimene's Banc of America Securities, LLC Experience 1998 - 2000
Job Senior Managing Director at Macquarie Capital (USA) Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc.   2007 - Present
Giuliani Capital Advisors  2004 - 2007
Ernst & Young Corporate Finance  2000 - 2004
Banc of America Securities LLC  1998 - 2000
Bank of America (formerly Continental Bank)   1981 - 1998

Education
The University of Chicago - Booth School of Business   1984 — 1987
Master of Business Administration (M.B.A.), Finance

Western Illinois University   1977 — 1981
Bachelor of Science (BS), Finance

Kenneth Leonczyk Kenneth Leonczyk Charlotte, North Carolina Details
Kenneth Leonczyk's Banc of America Securities, LLC Experience April 1992 - January 1998
Job Director at TD Securities
Industry Financial Services
Experience
TD Securities  January 2012 - Present
Bank of America Merrill Lynch  January 1998 - December 2011
Banc of America Securities LLC  April 1992 - January 1998
Bear Stearns& Co.   January 1991 - April 1992
Chase Securities, Inc.   January 1989 - January 1991
Smith Barney, Harris Upham & Co.   August 1981 - January 1989

Skills
Public Finance, Capital Markets, Local Government Finance, Higher Education Finance, Student Housing Finance, Nonprofit Finance, Utility Finance, Management, Series 7, Series 53, Series 63

Education
Princeton University
Bachelor of Arts, Cum Laude, Architecture and Urban Planning

University of Pennsylvania
Master of City Planning

The University of Texas at Austin
LBJ School of Public Affairs, Master of Public Affairs

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