Banc of America Specialist

Industry: Company

Description

Founded: 1982 Parent organizations: Bank of America, Virtu KCG Holdings LLC

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Banc of America Specialist Employees

Employee
Years
Job
Industry
Randal Ortleb Randal Ortleb Greater New York City Area Details
Randal Ortleb's Banc of America Specialist Experience January 2005 - March 2012
Job VP Senior Compliance Manager at Bank of America
Industry Financial Services
Experience
Bank of America  June 2012 - January 2014
Banc of America Specialist   January 2005 - March 2012
E*Trade Clearing   August 2004 - January 2005
US Clearing  March 2001 - February 2003
Fleet Enterprises/ Quick & Reilly   February 1999 - March 2001
Fleet Brokerage Securities   1981 - 1998
Charles Schwab  1990 - 1992

Skills
Trading, FINRA, Series 7, Equities, Mutual Funds, Series 24, Series 63, Securities, Capital Markets, Leadership, Financial Services, KYC, USA PATRIOT Act, Securities Regulation, AML

Education
Montclair State University   1978 — 1980
BS

Union County College   1975 — 1978
AAS, Liberal Arts/Education

Amy Kopp Amy Kopp Greater New York City Area Details
Amy Kopp's Banc of America Specialist Experience 2003 - 2008
Job Independent Marketing Professional
Industry Marketing and Advertising
Experience
The TASC Group  2009 - Present
PwC  2002 - Present
Banc of America Specialist   2003 - 2008
The Maloney Group   August 1999 - August 2002

Skills
Marketing Strategy, New Business Development, Marketing, CRM, Strategy

Education
St. Mary's College   1990 — 1994
BA, History

School of Visual Arts

University of Notre Dame

James Murphy, CRCP, CSCP James Murphy, CRCP, CSCP Greater Nashville Area Details
James Murphy, CRCP, CSCP's Banc of America Specialist Experience February 1997 - March 2007
Job Chief Compliance Officer at Avondale Partners
Industry Financial Services
Experience
Avondale Partners  August 2012 - Present
Keel Point Advisors  May 2011 - July 2012
TrustCore Financial  March 2008 - May 2011
Banc Of America Specialist   February 1997 - March 2007
Prebon Yamane  January 1995 - August 1996

Skills
Securities, AML, Risk, Trading, Mutual Funds, Investments, Asset Management, Risk Management, Insurance, Due Diligence, Financial Planning, Equities, Wealth Management, Compliance, Investment Advisory, Options, Fixed Income, Equity Trading, Family Office, FINRA

Education
Molloy College   1992 — 1995
BS

Chaminade High School   1984 — 1988

University of Pennsylvania - The Wharton School   2008 — 2010
CRCP

Philip Tamallanca Philip Tamallanca Greater New York City Area Details
Philip Tamallanca's Banc of America Specialist Experience July 1991 - February 2007
Job Sales at Eagle Industries
Industry Financial Services
Experience
Eagle Industries  June 2011 - Present
Sikorsky Aircraft  November 2008 - April 2011
Banc of America Specialist   July 1991 - February 2007
Merrill Lynch Specialist   January 1991 - January 1995
Spear, Leeds & Kellogg   1987 - 1991

Education
University of Hartford   1983 — 1987
Bachelor of Arts, Political Science

Michael Smyth, CFA, FRM Michael Smyth, CFA, FRM Greater New York City Area Details
Michael Smyth, CFA, FRM's Banc of America Specialist Experience September 2001 - March 2009
Job Getco Securities
Industry Financial Services
Experience
Getco Securities   December 2011 - Present
Bank of America  April 2009 - December 2011
Banc of America Specialist   September 2001 - March 2009
Merrill Lynch  June 2000 - September 2000

Skills
Derivatives, Equities, Capital Markets, Trading, Portfolio Management, Market Risk, Financial Risk, Valuation, Financial Services

Education
Baruch College, City University of New York (CUNY)   2005 — 2009
MBA, Finance and Investments

Siena College   1998 — 2001

National University of Ireland, Galway   2000 — 2000

Northwestern University
Master's degree, Predictive Analytics

Mike Devardo Mike Devardo Greater New York City Area Details
Mike Devardo's Banc of America Specialist Experience October 2005 - July 2008
Job Sales Support Associate
Industry Financial Services
Experience
Nomura Securities  August 2014 - Present
Morgan Stanley  March 2013 - August 2014
Morgan Stanley Dean Witter  April 2010 - March 2013
Banc of America Specialist   October 2005 - July 2008
Sirius Satellite Radio  May 2005 - August 2005

Skills
Series 7, Series 63, Fixed Income, FX, Financial Risk, Investments, Securities, Structured Products, Bloomberg, Credit

Education
Stony Brook University   2001 — 2005
Bachelor's, Business Management

Boris Dekhtyar Boris Dekhtyar Greater New York City Area Details
Boris Dekhtyar's Banc of America Specialist Experience November 2006 - September 2010
Job IT Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  April 2015 - Present
Raptor Trading Systems  July 2013 - November 2014
Admene LLC   October 2011 - December 2012
JMX Capital   September 2010 - May 2011
Banc of America Specialist   November 2006 - September 2010
Holleb Consulting Inc.   November 2004 - September 2006
Sungard Information Management Services, Inc.   August 1988 - November 2004

Skills
C++, q/kdb+, Linux, Trading, Multithreading, Perl, SQL, Microsoft SQL Server, VBA, Visual Basic, Lotus Domino, Crystal Reports, COBOL, MySQL

Education
Moscow State University of Transport (MIIT)   1974 — 1979

Christopher D'Ambrose Christopher D'Ambrose Greater New York City Area Details
Christopher D'Ambrose's Banc of America Specialist Experience 1998 - 2008
Job Registered Nurse at South Beach Psychiatric Center
Industry Financial Services
Experience
NYS Office of Mental Health  December 2012 - Present
South Beach Psychiatric Center  December 2012 - Present
Banc of America Specialist   1998 - 2008
Bank of America Specialist  1998 - 2008

Skills
Equities, Fixed Income, Series 7, Capital Markets, Credit, Hedge Funds, Securities, Risk Management, Derivatives, Financial Risk, Electronic Trading, Wealth Management, Clinical Research, Healthcare, Nursing

Education
Chamberlain College of Nursing   2013 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse

St.Paul's School of Nursing   2010 — 2012
ADN, Registered Nursing/Registered Nurse

St. John's University   1993 — 1997
Bachelor's degree, Banking, Corporate, Finance, and Securities Law

Mark Ackermann Jr Mark Ackermann Jr Greater New York City Area Details
Mark Ackermann Jr's Banc of America Specialist Experience 2002 - 2007
Job Designated Market Maker at J Streicher & Co NYSE
Industry Financial Services
Experience
J Streicher & Co   August 2015 - Present
St Patrick's Cathedral  May 2015 - Present
Standard Chartered Bank  2010 - 2014
Private  2009 - 2010
Apex Systems  2009 - 2009
La Piazza Seafood & Grill   2007 - 2009
Banc of America Specialist   2002 - 2007

Skills
Bloomberg, Analysis, Business Development, CRM, Derivatives, Entrepreneurship, FX Options, Finance, Fixed Income, Forecasting, Investments, Leadership, Management, Mergers & Acquisitions, Recruiting, Selling, Trading, Training, Financial Markets, Portfolio Management, Risk Management, Options, Sales

Education
The College of New Jersey   2000 — 2002
BS, Finance

Muhlenberg College   1998 — 2000

Freehold Township High School   1994 — 1998

John McNierney John McNierney Greater New York City Area Details
John McNierney's Banc of America Specialist Experience 2004 - 2011
Job Associate at KCG Americas LLC
Industry Financial Services
Experience
KCG Americas LLC   December 2011 - Present
Banc of America Specialist   2004 - 2011
LaBranche & Co.   2001 - 2004
UBS Investment Bank  1993 - 1995
dkb  1991 - 1993
asiel   1987 - 1991

Skills
Series 63, Equity Trading, Trading Systems, Electronic Trading, Securities, FINRA, Trading, Bloomberg, Risk Management, Series 7, Equities

Education
Loyola University Maryland   1983 — 1987
ba, finance

David Sonner David Sonner Greater New York City Area Details
David Sonner's Banc of America Specialist Experience December 1989 - November 2009
Job Relationship Manager at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co.   March 2015 - Present
Flushing Bank  May 2014 - March 2015
JPM Chase  March 2010 - May 2014
Banc of America Specialist   December 1989 - November 2009
Stokes Hoyt and Co.   November 1986 - December 1989

Education
Adelphi University   1982 — 1986
BBA, Management/ Finance

Robert Scott Chesney Robert Scott Chesney Greater New York City Area Details
Robert Scott Chesney's Banc of America Specialist Experience 1994 - February 2000
Job Franchise Owner at Play It Again Sports, Massapequa
Industry Sporting Goods
Experience
Play It Again Sports, Massapequa   August 2010 - Present
Bank of America Specialist  February 2000 - June 2009
Banc of America Specialist   1994 - February 2000

Skills
Securities, Investments, Trading, First Time Home Buyers, Negotiation

Education
LIU Post   1987 — 1991
BS, Finance

Margarita Levin Margarita Levin Greater New York City Area Details
Margarita Levin's Banc of America Specialist Experience 2001 - 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Aecom  August 2014 - August 2015
Software Concepts   July 2013 - December 2013
FiSyde LLC   June 2011 - February 2012
Banc of America Specialist   2001 - 2009
The Harry Fox Agency  1998 - 2001
Robb, Peck, McCooyee   1995 - 1998
Adler Coleman Clearing Corp   1988 - 1995
Touro College  1987 - 1989

Skills
RPG, IBM iSeries, DB2, AS400, SDLC, OS/400, Business Analysis, iSeries, DB2/SQL, COBOL, CLP, SQL, Visio, RPG III, RPG II, RPG Free, Microsoft SQL Server, SAP Crystal Report

Education
New York University   1986 — 1987
Mathematics

Columbia University in the City of New York   1985 — 1985
American Culture

Solomon Schechter   1982 — 1985

Robert Lucey Robert Lucey United States Details
Robert Lucey's Banc of America Specialist Experience May 2001 - September 2007
Job President at MRC Funding LLC
Industry
Experience
MRC Funding LLC   December 2007 - Present
Banc of America Specialist   May 2001 - September 2007
Banc of America Specialist   March 1998 - May 2001

Skills
Microsoft Excel, Leadership, Equity Trading, Risk Management, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Personnel Management, Long-term Customer...

Education
City University of New York-College of Staten Island

Xaverian High School

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