BANK OF AMERICA / MERRILL LYNCH
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, NC Parent organization: Bank of America Founded: January 1, 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
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BANK OF AMERICA / MERRILL LYNCH Employees
State Street Global Advisors August 2015 - Present
Commonwealth of Massachusetts July 2014 - August 2015
Commonwealth of Massachusetts May 2014 - August 2015
Commonwealth of Massachusetts June 2013 - June 2014
Bank of America / Merrill Lynch February 2013 - May 2013
Privo Technologies / MIT May 2012 - August 2012
Sonya-Soft June 2006 - August 2006
Sectra LLC April 2005 - June 2005
Skills
Databases, Networking, Cloud Computing, Project Management, Microsoft Exchange, Microsoft Office, HTML, ITIL, IT Operations, Business Analysis, Enterprise IT..., Windows 7, .NET, Microsoft SQL Server, Oracle SQL Developer, Wireless Networking, Quality Assurance, ASP.NET, SQL, Web Applications, Computer Hardware, Website Development, Dreamweaver, Microsoft Visual Studio..., Troubleshooting, Photoshop, Windows XP, Tableau, SPSS, UML, Python, Ubuntu, Shell Scripting, Automotive, Customer Service, Public Speaking, Access
Education
University of Massachusetts Boston 2013 — 2015
Bachelor's Degree, Information Technology, Business Intelligence, Senior
Bunker Hill Community College 2010 — 2012
Associates Degree, Information Technology
Newburyport High School 2002 — 2005
Google, Inc. July 2014 - Present
Google, Inc. October 2012 - July 2014
Goldman Sachs & Co. March 2012 - October 2012
Bank of America / Merrill Lynch September 2011 - December 2011
General Mills, Inc. June 2011 - September 2011
Lunt Capital September 2010 - June 2011
Walmart Stores, Inc. June 2010 - September 2010
Johnson & Johnson - MD&D Division December 2009 - June 2010
Basic Research August 2007 - December 2009
The Church of Jesus Christ of Latter-day Saints July 2005 - August 2007
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Financial Modeling, Market Research, Business Analysis, Business Operations, Sales Management, Business Strategy, Training, Determination to Succeed, Leadership, Team Leadership, Pricing, Retail, Management, CRM, Time Management, Investments, Market Analysis, Competitive Analysis, Corporate Finance, Analytics, Analysis, Marketing Strategy, Sales, Cross-functional Team..., Finance, Business Planning, Strategy, Due Diligence, Strategic Planning, Business Development, Marketing, Forecasting, Start-ups, Entrepreneurship, Valuation, Human Resources, Portfolio Management, Product Management, Advertising, Salesforce.com, Process Improvement, Management Consulting, Account Management, E-commerce, Budgets, Mergers & Acquisitions, Strategic Partnerships
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2007 — 2011
BS, Business Management-Finance
ServiceNow - The Enterprise IT Cloud Company March 2014 - June 2015
Bank of America / Merrill Lynch May 2008 - February 2014
Marsh & McLennan Companies, Inc. May 2007 - March 2008
BNP Paribas June 2006 - May 2007
Cap Gemini / Ernst & Young 1997 - 2005
Skills
Middle Market, Wealth Management, Capital Markets, Investment Banking, Fixed Income, Loan Origination, Portfolio Management, Debt, Structured Finance, Equities, Financial Structuring, Project Management, Governance, Vendor Management, Financial Services, Business Analysis, SDLC, Business Transformation, Management, PMO, Consulting, PMP, Leadership, Risk Management, IT Strategy, Program Management, Strategy, Change Management, Project Portfolio..., Process Improvement
Education
Montclair State University 1988 — 1990
Pacific Insight Electronics Corp June 2015 - Present
Eberspaecher Exhaust Technology of The Americas July 2014 - May 2015
Hatch Stamping and Assembly March 2014 - July 2014
Blue Care Network June 2013 - April 2014
General Motors January 2013 - May 2013
S Group Automotive January 2012 - July 2012
Bank of America / Merrill Lynch February 2011 - July 2011
Ford Motor Company February 2008 - June 2010
Freedom Development Group June 2002 - December 2007
Ford Motor Company January 2001 - May 2002
Skills
Project Management, Team Leadership, Vendor Management, Change Management, Strategic Planning, SDLC, Program Management, Process Improvement, Product Development, Analysis, Leadership, Project Planning, Management, Cross-functional Team..., Team Building, Quality Assurance, Strategy, Business Planning, Process Engineering, Testing, Visio, National Health Care..., Risk Management, Six Sigma, Software Documentation, Training
Education
Northwestern University 1996 — 1998
Executive Masters Program, MBA, Marketing and Finance
University of Michigan 1992 — 1994
Master of, Mechanical Engineering
Michigan State University 1984 — 1990
Bachelors of Science, Mechanical Engineering
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase June 2012 - July 2014
JPMorgan Chase July 2012 - September 2012
BYU Broadcasting August 2008 - May 2012
Global Financial Advisors August 2011 - April 2012
Bank of America / Merrill Lynch August 2011 - December 2011
JPMorgan Chase & Co. June 2011 - August 2011
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, Equity Research, Valuation, Financial Analysis, Statistics, Data Analysis, Economics, Investments, Accounting, Microsoft Excel, Analysis, Management, Leadership, Finance, Portfolio Management, Microsoft Office, Public Speaking, PowerPoint
Education
Brigham Young University 2007 — 2012
Bachelor of Science, Finance
'Iolani School 2003 — 2007
Norwegian Cruise Line October 2015 - Present
Bank of America / Merrill Lynch November 2009 - September 2011
Bank of America April 2008 - November 2009
Citibank December 2005 - April 2008
Skills
Loans, Banking, Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Loan Origination, Call Center, Goal-oriented..., effective problem..., Communication, Microsoft Office, Microsoft Excel, Microsoft Word, adobe photoshop, Photoshop, Digital Photography, Clerical Work, Administrative..., Secretarial Skills, Outlook, Call Centers, Computer Hardware, Customer Service
Education
Savannah College of Art and Design 2002 — 2004
Bachelor of Fine Arts, Graphic Design and Advertising
Graphic Design and Advertising at Savannah College of Art and Design
Bachelor of Fine Arts, Graphic Design
Citizens Financial Group, Inc. 2013 - Present
Bank of America / Merrill Lynch 2010 - 2012
Bank of America 2003 - 2008
Skills
Management, Leadership, Portfolio Management, Recruiting, Mortgage Lending, Sales, Credit, Finance, Loans, Banking, Financial Analysis, Risk Management, Credit Analysis, Financial Services, Investments, Relationship Management
Education
The University of Connecticut School of Business 1997 — 2001
BS, Business Management
Boston University
MS
Fiserv July 2015 - Present
TD Bank March 2013 - June 2015
Santander Bank, N.A. June 2010 - March 2013
Bank of America / Merrill Lynch December 2006 - June 2010
Reuters August 2005 - December 2006
TD Ameritrade November 2001 - May 2005
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1998
Skills
Asset Management, CRM, Capital Markets, Cash Management, Finance, Financial Services, Investments, Management, Marketing, Pricing, Product Management, Relationship Management, Sales, Risk Management, Securities, Business Strategy, Equity Trading
Education
University of Massachusetts 1986 — 1991
BA
Rivier College-MBA 1995 — 1997
Master of Business Administration (MBA)
Bank of America / Merrill Lynch May 2011 - Present
Bank of America March 2008 - May 2011
Pasquale's April 1998 - May 2007
Skills
Banking, Credit, Loans, Call Center, Customer Experience, Financial Analysis, Customer Retention, Customer Satisfaction, Customer Service, Process Improvement, Outlook, Data Entry, Software Documentation, Credit Analysis, Credit Risk, Microsoft Excel, Auditing, Retail Banking, Access, Time Management, Recruiting
Education
Buffalo State College 2000 — 2002
No degree, Was working towards creative studies and business
West Seneca West Senior High School 1996 — 2000
General
Dr. Schulze's American Botanical Pharmacy October 2014 - Present
Wicked Express Trucking,.. November 2012 - April 2014
Harbor Holmes Cellars January 2014 - February 2014
Upland Logic LLC January 2014 - February 2014
Universal Detection Technology January 2013 - April 2013
AppSolutely, Inc. January 2013 - April 2013
Bank of America / Merrill Lynch 2010 - October 2012
Property Masters Realty May 2007 - July 2010
Keyes Automotive Group April 2006 - April 2007
Star Ford October 2004 - January 2006
Skills
Communication, Accounting, Auditing, Finance, Team Leadership, Sales, Marketing Strategy, Training, Analysis, Management, Forecasting, Cross-functional Team..., Customer Satisfaction, Negotiation, Real Estate, Marketing, Social Media, Microsoft Excel, Public Speaking, Strategy, Credit, Strategic Planning, Leadership, Digital Marketing, Business Development, Market Research, Budgets, Team Building, Social Networking, Business Strategy, Financial Analysis, Business Planning, Social Media Marketing, New Business Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master of Business Administration (MBA), Marketing & Global Business
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
BSM, Business & Management, 3.62
Pasadena City College 2009 — 2010
Associates, General, 3.6
Bank of America / Merrill Lynch September 2008 - Present
Credit Suisse June 2001 - February 2006
Encajes Mexicanos August 1988 - December 1994
Skills
Estrategia empresarial, Gestión de activos, Estrategia de..., Inversiones, Gestión de cartera de..., Gestión de capital, Fusiones y adquisiciones, Acciones, Administración y..., Inversiones alternativas, Mercado de capitales, Negociación, Plan de negocio, Planificación..., Rentas fijas, Análisis financiero
Education
1995 — 1997
MBA
Karl Mayer 1987 — 1988
Textile Engineer, Warp K.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bank of America Merrill Lynch September 2006 - Present
Bank of America / Merrill Lynch November 2011 - March 2013
Bank of America Merrill Lynch August 2004 - August 2006
Bank of America Merrill Lynch July 2002 - August 2004
Bank of America Merrill Lynch January 2000 - January 2002
PERSHING (Div January 1997 - January 2000
Skills
Fixed Income, Equities, Risk Management, Relationship Management, Sarbanes-Oxley, Bloomberg, Six Sigma, SWIFT payments, Management, Finance, Settlement, Banking, Back Office, Securities, Middle Office, Capital Markets, Bonds, Asset Management, Financial Markets, Financial Risk
Education
City University of New York-College of Staten Island
Bachelor of Science, Business Management, Economics
Kingsborough Community College 1992 — 1994
Associates, Business Management
Xaverian High School 1988 — 1991
High School Degree, Business
Vanguard July 2015 - Present
Nectarios Design LLC 2005 - Present
Randstad USA February 2015 - June 2015
Asurion April 2014 - February 2015
Bank of America / Merrill Lynch February 2012 - November 2013
Pionear Recruiting December 2011 - February 2012
Spherion October 2011 - December 2011
Randstad July 2011 - October 2011
Charles Schwab June 2006 - April 2011
Alfa Proiect SRL - Iasi , Romania June 2005 - January 2006
Skills
Training, Microsoft Office, Facebook, PowerPoint, Customer Service, Web Design, Microsoft Word, Photoshop, SQL, MS Project, Linux, Brand Loyalty, Customer Satisfaction, Outlook, WordPress, Leadership, Dreamweaver, Flash, Adobe Creative Suite, Humanitarian Assistance, Joomla, Networking, Public Speaking, Budgets, Visual Basic, System Administration, Time Management, Strategic Planning, Call Centers, Visio, Windows, Editing, Blogging, Sales, Adobe Acrobat, Social Networking, SharePoint, MS Word, MS Excel, MS Powerpoint, Team Leadership, Team Building, Team Management, HTML 5, MS Access, Project Management, SEO, Management, Data Entry, Social Media
Education
DeVry University 2002 — 2012
CIS
Trevor G Browne 1983 — 1987
High School, General
Trevor G Browne 1983 — 1987
High School Diploma, Business/Commerce, General
Rio Salado College
PNC December 2013 - Present
Merrill Lynch, Bank of America January 2012 - December 2013
Merrill Lynch November 2010 - January 2012
Bank of America / Merrill Lynch January 2009 - November 2010
Bank of America May 2005 - December 2008
First Union August 2002 - May 2005
Skills
Series 7, Mortgage Lending, Commercial Banking, Series 63, Loans, Retirement Planning, Credit Analysis, Portfolio Management, Wealth Management, Banking, Investments, Cash Management, Retail Banking, Loan Origination, Investment Advisory, Estate Planning, Securities, Credit, Financial Advisory, Asset Managment, Series 24, Commercial Lending, Mutual Funds, Private Banking, Asset Management, Financial Services, Wealth Management..., Uniform Combined State..., Asset Allocation, Relationship Management, FINRA, Series 65, Equities, Series 6, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Capital One July 2013 - Present
TIAA-CREF August 2011 - July 2013
GalaxE Solutions February 2011 - August 2011
Bank of America/Merrill Lynch January 2010 - December 2010
BANK OF AMERICA / MERRILL LYNCH July 2009 - December 2009
ACS February 2009 - July 2009
Merrill Lynch July 2008 - January 2009
TIAA-CREF September 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Merrill Lynch July 2006 - December 2006
Skills
JCL, VSAM, CICS, DB2, IBM Mainframe, SDLC, COBOL, TSO, Requirements Analysis, Visio, Data Modeling, Systems Analysis, Software Documentation, Syncsort, Endeavor, Fileaid, REXX
Education
RUTGERS UNIVERSITY 2000 — 2000
NEW YORK UNIVERSITY 1989 — 1990
Diploma, Computer Programming
City University of New York-Queens College 1975 — 1979
Bachelor of Arts (B.A.), Music History, Literature, and Theory
QUEENS COLLEGE - CUNY 1975 — 1979
B.A, Music
Apex Systems June 2015 - Present
Artech Information Systems April 2014 - May 2015
Signature Consultants April 2013 - January 2014
Bank of America August 2012 - November 2012
Bank of America October 2011 - August 2012
Bank of America / Merrill Lynch September 2009 - September 2010
Bank of America February 2009 - August 2009
Bank of America January 2007 - January 2009
Bank of America October 2005 - December 2006
Bank of America January 2004 - September 2005
Skills
Project Portfolio..., Change Management, Cross-functional Team..., PMO, Integration, Six Sigma, Business Transformation, Management, Mergers & Acquisitions, CRM, Project Planning, Quality Assurance, Training, Financial Services, E-commerce, Project Management...
Education
Louisiana State University
Bachelor’s Degree, Journalism
Manship School of Journalism, Louisiana State University
Bachelor of Arts, Journalism / Economics
FBR October 2013 - Present
Lazard Capital Markets November 2010 - October 2013
Bank of America / Merrill Lynch 2009 - November 2010
Steinberg Asset Management September 2007 - July 2009
Citigroup Smith Barney May 1997 - September 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. 1993 - 1997
Meadowcroft 1991 - 1992
Skills
Equity Research, Investments, Portfolio Management, Stocks, Financial Modeling, Equities, Alternative Investments, Valuation, Series 7, Hedge Funds, Asset Management, Investor Relations, Strategic Planning, Business Strategy, Bloomberg, Equity Valuation, Finance, Investment Banking, Capital Markets
Education
Harvard University 1984 — 1988
BA, History
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Syosset High School
Passed Pawn Capital LP September 2012 - Present
Passed Pawn Advisors LLC September 2012 - Present
Bank of America February 2010 - June 2012
Bank of America / Merrill Lynch March 2005 - February 2010
JPMorgan Chase April 2002 - March 2005
Servmax June 2001 - April 2002
Kozmo.com August 2000 - April 2001
Bear Stearns June 1998 - July 2000
Bankers Trust June 1997 - June 1998
SIAC June 1996 - January 1997
Skills
Fixed Income, Options, Trading Systems, Trading, Portfolio Management, Bonds, Capital Markets, ETFs, Emerging Markets, Equity Derivatives, Financial Modeling, Alternative Investments, Hedge Funds, Investments, Investment Advisory, Mutual Funds, FinTech, Long/Short Equity, Interest Rate..., Credit Derivatives, VBA, Business Development, Project Management, FX Options, Bloomberg, Retirement Planning, Equities, Structured Products, Trading Strategies, Quantitative Analytics, Closed-end Funds, Electronic Trading, Risk Management, Microsoft Excel, Market Risk, Proprietary Trading, Convertible Bonds, C++, C#, Analytics, Entrepreneurship, Risk Arbitrage, Quantitative Finance, Financial Analysis, Technology Management, Technical Analysis, System Architecture, Database Design, Python, Web Development
Education
The Polytechnic Institute of New York University 2004 — 2006
MS
Cornell University 1992 — 1997
BA
Edward R. Murrow HS 1990 — 1992
Bank of America / Merrill Lynch February 2013 - Present
Bank of America / Merrill Lynch September 2009 - February 2013
Bank of America December 2004 - April 2009
Merrill Lynch October 1999 - December 2004
Skills
NASD registered Series..., Wealth Management, Retail Banking, Life Insurance, Partnerships, Leading People, Delivering Results, Mortgage Lending, Leadership, Building Relationships, Integrity, Banking, Financial Advisory
Education
Franklin Pierce College
Bachelor of Business Administration (BBA), Finance, General
New York University January 2010 - Present
Bank of America / Merrill Lynch November 1992 - June 2013
Drexel Burnham Lambert February 1982 - September 1990
Skills
Capital Markets, Fixed Income, Project Portfolio..., Equities, Program Management, Change Management, Hedge Funds, IT Strategy, SDLC, Risk Management, PMO, Derivatives, Securities, Portfolio Management, Financial Services, Bloomberg, Options, Investment Banking
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Finance
LIU Post 1975 — 1979
BS, Accounting
Bank of America / Merrill Lynch February 2014 - Present
Bank of America / Merrill Lynch June 2013 - February 2014
KBW September 2007 - February 2013
BlackRock September 2006 - July 2007
Merrill Lynch March 2006 - August 2006
Skills
Research, Marketing Strategy, ETFs, Data Analysis, Investments, Series 7, Mutual Funds, Financial Services, Strategy, Marketing, Product Management, Analysis, Equities, Financial Advisory, Financial Analysis, Bloomberg, Capital Markets, Trading, Fixed Income, Banking, Mergers & Acquisitions
Education
Rowan University 2001 — 2005
Business Administration (BS), Marketing
BioNJ January 2011 - Present
Anderson House August 2009 - April 2011
Bank of America / Merrill Lynch August 2010 - January 2011
Merrill Lynch September 1998 - May 2009
Hudson General 1985 - September 1998
Skills
Fundraising, Marketing Communications, Contract Negotiation, Event Planning, Pharmaceutical Industry, New Business Development, Customer Service, Vendor Management, Marketing, Event Management, Meeting Planning, Management, Public Speaking, Budgets, Project Planning, Training, Social Media, CRM, Trade Shows, Project Management, Time Management
Education
City University of New York-Brooklyn College
Business Administration; Accounting
Kingsborough Community College
Business Administration; Accounting
Bank of America / Merrill Lynch April 2013 - Present
Bank of America / Merrill Lynch September 2011 - April 2013
CHARLES SCHWAB & CO August 2007 - September 2011
ACCOUNT TEMPS April 2007 - July 2007
FUJITSU COMPUTER SYSTEMS May 2002 - March 2006
Education
Montclair State University 2004 — 2007
Bachelors of Arts, Economics
The Chubb Institute 1999 — 1999
Technical, Computer Networking and Security
E*TRADE Financial Corporation 2012 - 2014
LPL Financial April 2011 - May 2012
Bank of America / Merrill Lynch June 2008 - April 2011
Raymond James at Fidelity Bank March 2005 - June 2008
UVEST Financial Services 2000 - 2005
ICBA Financial Services 1994 - 2000
Johnson & Johnson 1985 - 1988
Skills
Investments, Financial Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Portfolio Management, Securities, Investment Advisory, Retirement, Retirement Planning, Investment Strategies, Asset Allocation, Series 63
Education
Christian Brothers University 1980 — 1985
BS, Natural Science
Purple Wine + Spirits June 2014 - Present
Vine Connections April 2009 - May 2014
Bank of America / Merrill Lynch July 2008 - April 2009
Amicus Cellars and X Winery February 2006 - June 2008
Martin Ray Winery March 2005 - February 2006
Chalone Wine Group June 2003 - March 2005
Girard Winery July 2002 - June 2003
Skills
Financial Modeling, Mergers, Valuation, Venture Capital, Forecasting, Budgets, Mergers & Acquisitions, Investment Banking, Wine, Strategy, Strategic Planning, Managerial Finance, Financial Reporting, Strategic Financial..., Portfolio Management, Management, Pricing, Executive Management, Analysis, Cash Management, Finance, Competitive Analysis, Corporate Finance, Treasury, New Business Development, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA, Finance
DePauw University 1995 — 1998
B.A., Economics, Spanish
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
McColl Partners Investment Bank June 2011 - July 2011
Bank of America / Merrill Lynch February 2011 - June 2011
NFL January 2011 - February 2011
North Texas Super Bowl XLV Host Committee October 2010 - October 2010
Skills
Investment Banking, Corporate Finance, Capital Markets, Structured Finance, Social Media, Equities, PowerPoint, Financial Analysis, Finance, Valuation, Private Equity, Microsoft Excel, Financial Modeling, Microsoft Word, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2008 — 2013
BBA in Finance, MS in Accounting
U.S. Trust February 2014 - Present
Bank of America / Merrill Lynch March 2012 - February 2014
Morgan Stanley Smith Barney August 2011 - February 2012
Northern Trust June 2009 - August 2011
Northern Trust August 2005 - August 2011
Northern Trust March 2006 - June 2009
Northern Trust March 2006 - June 2009
Education
Missouri State University 1998 — 2001
General Business, Business
Bank of America / Merrill Lynch November 2011 - Present
Merrill Lynch/Bank of America January 2010 - October 2011
Merrill Lynch October 2007 - December 2009
Aon September 2002 - October 2007
Education
Holy Family University 1997 — 2002
Bachelors, Criminal Justice
DeSales University 1997 — 1999
Criminal Justice
St. Hubert High School 1993 — 1997
Liberal Arts
Tommy Hilfiger May 2012 - Present
Pearson VUE March 2012 - June 2012
Calvin Klein October 2011 - March 2012
Dow Jones May 2011 - October 2011
Bloomberg LP February 2011 - May 2011
Bank of America / Merrill Lynch May 2010 - January 2011
WPP September 2008 - June 2009
Bear Stearns September 2006 - September 2008
JPMorgan Chase July 2005 - August 2006
Skills
VMware, Active Directory, Windows 7, Troubleshooting, Desktop Support
Education
DeVry Institute of Technology 2008 — 2011
Bachelors, Network Administration
DeVry Institute of Technology 2005 — 2008
Bachelors, Electronic Engineering Technology
DeVry Institute of Technology 2001 — 2005
Associates degree, Electronics and Computer Technology
Vice President, Talent Acquisition at Publicis Healthcare Communications Group July 2015 - Present
Publicis Healthcare Communications Group March 2014 - July 2015
NASDAQ OMX March 2011 - October 2012
NASDAQ OMX March 2011 - July 2011
BANK OF AMERICA / MERRILL LYNCH May 2007 - July 2009
GOLDMAN SACHS via PrO Unlimited March 2005 - May 2007
SAVVY Partners September 2003 - January 2005
Skills
Human Resources, Recruiting, Personnel Management, Technical Recruiting, Interviews, Vendor Management, Hiring, Advertising, Financial Services, Sourcing, Executive Search, Event Planning, Customer Service, SDLC, Communications..., Talent Acquisition, Full-cycle Recruiting, Corporate Finance, Front Office, Middle Office, Generalist, Back Office, Customer Relations, Client Service, Recruitment Marketing, Executive Sales..., Corporate Recruiting, Project Management, Strategic Sourcing, Brand Development, Employee Relations, Strategy, Management, Leadership, Temporary Placement, CRM, Strategic Planning, leader, Team Leadership, Leadership Development, Marketing, Digital Marketing, Integrated Marketing, Talent Management, Sales, Marketing Strategy, Onboarding, New Hire Orientations
Education
Drexel University
Bachelor of Science (B.S.), Corporate Communications
Bank of America / Merrill Lynch September 2011 - Present
Nutrisystem May 2011 - September 2011
Nutrisystem December 2008 - April 2011
GSW Worldwide May 2008 - November 2008
The Vanguard Group July 2004 - April 2008
Skills
Information Architecture, Interaction Design, User Experience Design, Usability, Information Design, Web Design, Graphic Design, Photography, User Experience, User-centered Design, Heuristic Evaluation, Typography, Wireframes, Creative Direction, Experience Design, User Interface, User Interface Design, User Scenarios, Content Strategy, E-commerce
Education
Philadelphia University 2005 — 2007
MS, Instructional Design and Technology
Philadelphia University 2001 — 2004
BS, Graphic Design Communication
Morgan Stanley September 2010 - Present
BANK OF AMERICA / MERRILL LYNCH December 2003 - September 2010
ROBERT C. GOODALL December 2003 - December 2005
THOMSON FINANCIAL RESEARCH SERVICES / FIRST CALL CORPORATION August 2002 - August 2003
ROBERT C. GOODALL April 2001 - April 2002
Skills
Series 6, Series 7, Series 63, Financial Modeling, Financial Advisory, Liability Analysis, Loans, Wealth Management, CRM, Business, Risk Management, Finance, Financial Services, Investments, Equities, Credit, Mergers & Acquisitions, Mutual Funds, Banking
Education
Suffolk University-Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Business, 3.65
Boston University 1995 — 2000
Bachelor of Science, Economics
Ignite Powered by Stream Energy April 2012 - Present
Bank of America / Merrill Lynch December 1975 - October 2011
Skills
Contract Negotiation, Corporate Law, Energy, Due Diligence, Mergers & Acquisitions, Corporate Governance, Management, Negotiation, Risk Management, Credit, Contract Management, Investments, Legal Writing, Start-ups
Education
Southwestern Paralegal Institute 1987 — 1988
Corporate, Family and Criminal Law
Texas Southern University 1977 — 1979
Liberal Arts and Sciences, General Studies and Humanities
Bank of America Merrill Lynch March 2014 - June 2015
Bank of America Merrill Lynch May 2011 - March 2014
Bank of America / Merrill Lynch August 2010 - May 2011
Merrill Lynch October 2006 - August 2010
Banc of America Investments 2005 - 2006
Bank of America 2004 - 2006
Skills
Relationship Management, Banking, Project Management, Operations Management, Risk Management, Supply Chain, Leadership, Governance, Program Management, Wealth Management, Management, Project Portfolio..., Business Process..., Process Improvement, Financial Services, Investments, Financial Analysis, Finance, Credit, Strategic Planning, Fixed Income, Cross-functional Team..., Back Office, Sales, Change Management, Vendor Management, Outsourcing, Business Analysis, Mutual Funds, Financial Risk, Securities, Six Sigma, Sales Operations, Portfolio Management, Call Centers
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business Administration
Bank of America / Merrill Lynch January 2008 - Present
Lennar January 2005 - December 2006
Montecito Property Company January 2004 - December 2005
Flagler Development Company January 2000 - December 2004
ACR Systems, Inc. 1998 - 1999
CHEP 1997 - 1998
CHEP 1996 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Databases, Essbase, Crystal Reports, Oracle Applications, SAP, Financial Analysis, JD Edwards, Financial Reporting, Financial Modeling, Financial Statements, Operating Budgets, Accounting, Credit, Internal Controls, General Ledger, Account Reconciliation, Auditing, Banking, Budget Process, Cash Flow, Sarbanes-Oxley Act, Financial Accounting, Budgets, Management
Education
Jacksonville University 2011 — 2012
Master of Business Administration (M.B.A.)
University of North Florida 2004 — 2005
Bachelor of Business Administration (B.B.A.)
University of North Florida 1991 — 1994
Bachelor of Business Administration (B.B.A.)
North Miami Senior High School 1988 — 1991
Strategic Connections, Inc. August 2012 - Present
Yodle October 2011 - August 2012
IBM (Bank of America / Merrill Lynch) March 2010 - October 2011
Bank of America / Merrill Lynch 2008 - 2010
American Diabetes Association September 2004 - April 2007
Skills
Solution Selling, Salesforce.com, Account Management, Sales Process, Management, B2B, Direct Sales, Selling, Lead Generation, Security, New Business Development, Cold Calling, Sales, Telecommunications, Call Centers, Program Management, Marketing, Vendor Management, Strategy, Networking, Budgets, Marketing Strategy, Negotiation, Sales Presentations, Strategic Partnerships, Sales Management, CRM, Team Leadership, Business Development, Sales Operations, Managed Services, Team Building, Leadership
Education
Oregon State University 1996 — 2000
Political Science
CCO Investment Services October 2012 - Present
Bank of America / Merrill Lynch 2004 - 2010
Quick & Reilly / Suretrade 1998 - 2004
Education
Johnson and Wales University 1995 — 1998
Master of Business Administration (MBA), International Business/Trade/Commerce, 3.9/4.0
Freeh Group International Solutions April 2011 - Present
InfraGard National Members Alliance (INMA) 2000 - Present
Delaware Crime Stoppers 2011 - Present
Autism Delaware 2012 - Present
State of Delaware, Department of Health and Social Services 2008 - Present
International Association of Financial Crimes Investigators 2007 - 2011
Bank of America / Merrill Lynch 2006 - 2011
INTERPOL 2009 - 2010
International Association of Chiefs of Police 2006 - 2009
MBNA America January 1987 - January 2006
Skills
Risk Assessment, Risk Management, Fraud, Criminal Investigations, Private Investigations, Investigation, Physical Security, Executive Protection, Computer Forensics, Enforcement, Corporate Security, Security, Vulnerability Assessment, Information Security, Forensic Analysis, Certified Fraud Examiner, Strategic Planning, Compliance, AML, FCPA, KYC, Policy, Security Audits, Due Diligence, Internal Audit, Intelligence, Crisis Management, Fraud Detection, Cybercrime, Identity Theft, Business Continuity, Government, Surveillance, Counterterrorism, Crime Prevention, Behavioral Interviewing, Law Enforcement, Anti Money Laundering
Education
Wilmington College
Terrorism - A law Enforcement Perspective / Non-Degree Program
George Mason University
Information Technology / Non-Degree Program
Guidance Software, Inc. (EnCase)
EnCase Computer Forensics / Non-Degree Program
New Technologies, Inc. (NTI)
Forensic Computer Science / Non-Degree Program
Rollins College
Public Safety Institute / Non-Degree Program
USCG Maritime Law Enforcement Academy
Criminal Justice
Bank of America / Merrill Lynch June 1989 - Present
Merrill Lynch May 2014 - Present
Bank of America January 2012 - April 2014
Merrill Lynch June 1997 - January 2012
Fleet Bank June 1989 - June 1997
Education
Stevens Institute of Technology
No Fee Seats LLC August 2009 - Present
Box July 2013 - August 2014
LinkedIn January 2013 - July 2013
LinkedIn January 2012 - December 2012
Bank of America / Merrill Lynch July 2008 - November 2011
Bank of America / Merrill Lynch July 2008 - September 2010
Merrill Lynch June 2007 - August 2007
Tishman Speyer Properties, L.P. May 2006 - August 2006
Skills
Direct Sales, Sales Process, Customer Relations, Oral Communications, Communication Written, Sales Effectiveness, Equity Sales, Equity Capital Markets, Organizer, Highly Adaptable, Team Oriented, Goal Oriented, Innovative Thinking, Account Management, MS Office Suite, Strategic Leadership, Strategic Consulting, Business Intelligence, Negotiation, Pushing the Envelope, Team-oriented, Table Tennis, Sales, Customer Service, Microsoft Office, Portfolio Management, Social Media, Salesforce.com, Market Research, Lead Generation, Competitive Analysis, Financial Analysis, Financial Modeling, Investments, Selling, Marketing, Management, Finance, Equities, Strategy, Adaptation
Education
Cornell University 2005 — 2007
B.S., Hotel Administration
The Culinary Institute of America 2003 — 2005
AOS, Culinary Arts
EAGAcorp Inc. October 2014 - Present
EAGA Online 2012 - Present
EAGAweb.com 2012 - Present
EAG Americas Corp May 2002 - Present
Express Scripts November 2012 - September 2014
Wm. H. Murphy & Co., Inc. May 2010 - December 2012
Bank of America / Merrill Lynch August 2010 - November 2010
Gottesman Company May 2004 - April 2010
IBM Global Services December 1996 - May 2002
Compaq March 1995 - December 1996
Skills
Mergers, Corporate Finance, Exits, Management Consulting, Private Equity, Due Diligence, Outsourcing, Business Planning, Divestitures, Restructuring, Emerging Markets, Investment Banking, Business Modeling, Business Strategy, Strategy Development, Entrepreneurship, Business Valuation, Strategic Planning, Corporate Development, Entrepreneur, Capital, Financial Analysis, IPO, Structuring, Integration, Strategic Partnerships, Small Business, Professional Services, Business Management, New Business Development, Debt, Change Management, Business Analysis, Venture Capital, Operations Management, Negotiation, Investments, Start-ups, Market Analysis, Competitive Analysis, Project Portfolio..., Leveraged Finance, Distressed Debt, Capital Structure, Equity Funding, Merchant Banking, Technology Investment, Information Technology..., Strategy, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
Columbia University - Columbia Business School 1979 — 1980
Hofstra University 1976 — 1979
Columbia College (NY) 1970 — 1972
Columbia Engineering 1970 — 1972
Atlas Air Worldwide Holdings November 2012 - Present
Bank of America & Merrill Lynch April 2012 - November 2012
Pershing LLC, a BNY Mellon Company January 2012 - April 2012
NYIT February 2008 - January 2012
Cox Enterprises September 2005 - December 2007
Verizon Wireless January 2005 - August 2005
Skills
SDLC, Oracle, SSIS, SQL, Microsoft SQL Server, PeopleSoft, Data Warehousing, Business Analysis, Data Analysis, Data Modeling, Crystal Reports, SSRS, Software Documentation, SharePoint, Databases, Database Design, Database Administration
Education
Montclair State University 2001 — 2003
B.S, Computer Science
Montclair State University
Aircastle September 2014 - Present
Frontier Communications April 2014 - September 2014
Johnson & Johnson April 2012 - April 2014
Bucks County State Government November 2011 - April 2012
Bank of America / Merrill Lynch January 2010 - November 2011
Skills
Network Engineering, Network Administration, IT Service Management, Information Security, Wireless Networking, Network Architecture, Network Design, Visual Basic, Visual Studio, Java, CompTIA Network+..., CompTIA A+ Certification, Group Policy, Windows System..., Active Directory..., Server Administration, Windows Server, Ubuntu, iOS, Packet Tracer, Network Security, NAS, SAN, SaaS, HaaS, WAN, VMware, Active Directory, Citrix
Education
Bucks County Community College
Associate of Science (AS), Computer Science
Hampton University
Business/Corporate Communications
W2, Contract, 1099, Temp and other Endeavors June 1990 - Present
Bank of America / Merrill Lynch June 1990 - February 2014
Skills
Change Managment, Incedent Management, Disaster Recovery, Networking, Help Desk Support, PC Software & Hardware, IT Operations Management, ITSM – Information..., Relational Databases, ADSF - Application..., SOX - Sarbanes Oxley, Windows Servers and..., Windows NT, Windows XP, SQL Servers, eSMART, Midrange Systems, Stratus, Change Requests, ACI MaxPro, ACI’s ENGUARD, Fully Qualified Domain..., Cisco Terminal Servers, MQ-Series, TCAM, SFAX, PMRS, Cisco Secure, Ecotel, Intellicall, Computer Operator, Systems Administrator, Operations Supervisor, TP Solutions, Mac OS, TCP/IP, Skype, wordle, WordPress, Twitter, Facebook
Education
DeVry University
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Curry College
Bank of America / Merrill Lynch June 2014 - Present
Bank of America / Merrill Lynch January 2014 - June 2014
Highland Logistics April 2013 - September 2013
Greener by Design, LLC May 2013 - August 2013
TD May 2010 - May 2013
Skills
Customer Service, Sales, Finance, Marketing, Data Analysis, Microsoft Office, Global Supply Chain..., Operations Management, SAP, DAT, FleetSeek, Visual Basic, Encore, Lotus Notes, Fidelity, Ariba, ViPR, SharePoint, Logistics, Data Entry, Procurement, Sustainability, Communications, Research & Development, Statistics, Microsoft Office Suite, Microsoft Excel, Time Management
Education
Rider University 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Global Supply Chain Management, Sustainability Studies, 3.6
Mercer County Community College 2009 — 2011
Associate of Science (A.S.), Business Administration, 3.5
Hightstown High School 2004 — 2009
High School Diploma, 3.4
Morgan Stanley March 2012 - January 2013
Bank of America / Merrill Lynch 1996 - January 2011
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Securities, Hedge Funds, Banking, Investment Banking, Prime Brokerage, Portfolio Management, Series 7, Bloomberg, Options, Financial Services, Electronic Trading, Back Office, Structured Products, Middle Office, Equity Derivatives, FX Options, Securities Lending, Series 63, Bonds
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (M.B.A.)
SUNY New Paltz 1984 — 1989
B.S., Finance
Bank of America / Merrill Lynch 2013 - 2013
Consulate General of the Republic of Trinidad and Tobago in New York. 2012 - 2013
Neal and Massy ITC (Illuminat) December 2006 - August 2010
Methanex Corporation February 2004 - June 2006
S.M. Jaleel & Company Limited February 2002 - January 2004
Publicis January 2001 - January 2002
Angostura Limited August 1995 - September 2000
Skills
Event Management, Corporate Communications, Brand Management, Project Planning, Marketing, Strategic Planning, Media Relations, Advertising, Marketing Communications, Social Media, Leadership, Crisis Communications, Strategic Communications, Internal Communications, Public Relations, Social Media Marketing, Event Planning, Management, Public Speaking, Press Releases, Community Development
Education
New York University 2013 — 2015
Master’s Degree, Public Relations & Corporate Communications
University of the West Indies, St. Augustine Campus
Bachelor of Science (BS), Economics, Honors
Citrix November 2014 - Present
Appia October 2013 - October 2014
Southern Season August 2012 - September 2013
Bank of America / Merrill Lynch August 2010 - December 2010
Aviation International News May 2008 - August 2008
Skills
Social Media, Editing, Microsoft Office, PowerPoint, Public Relations, Marketing, Market Research, Microsoft Word, Research, Social Media Marketing, Customer Service, Marketing Communications, Social Networking, Photoshop, Microsoft Excel, Event Management, Web Design
Education
Lehigh University 2006 — 2010
B.A., English, Economics
Princeton High School 2002 — 2006
IntercontinentalExchange, Inc. September 2011 - Present
Bank of America / Merrill Lynch November 2009 - September 2011
Bank of America / Merrill Lynch November 2008 - November 2009
Bank of America June 2004 - November 2008
Bosch June 2002 - February 2003
Bosch October 2000 - June 2002
Skills
Electronic Trading, Business Analysis, Project Management, Quality Assurance, Derivatives, Trading, Problem Solving, Team Management, Credit Derivatives, Equities, Capital Markets, Risk Management, Fixed Income, Financial Risk, Trading Systems, Analysis, Options, Quantitative Finance, Market Data, SDLC, Credit, Market Risk
Education
Illinois Institute of Technology 2003 — 2005
MS, QUANTITATIVE FINANCE
R. V. College of Engineering, Bangalore 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
Bank of America / Merrill Lynch September 2010 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments 2000 - 2006
Skills
Retirement, Strategist, Series 7, Series 24, Presenter, Creativity, Pro-active Leader, Energetic Leader, Integrity, Confidant, Collaboration, Innovation Management, Team-oriented, Multi-tasked, Versatility
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
Master of Science (M.S.), Finance
UMass Lowell 1987 — 1989
Master of Business Administration (MBA), Marketing/Marketing Management, General
Waterfront Properties & Club Communities 2013 - Present
The Keyes Company 2012 - 2013
Bank of America / Merrill Lynch 2011 - 2012
NBC / CNBC 2001 - 2002
Prudential Financial 1996 - 2001
Skills
Negotiation, Business Networking, Contract Negotiation, Singer Island, Palm Beach Real Estate, Market Research, US Customers, Canadian Customers, Communication, Integrity/Professional, Condos, First Time Home Buyers, Investment Properties, Luxury, Marketing, Marketing Strategy, Property, Public Speaking, Real Estate, Residential Homes, Sales, Sellers, Buyers
Education
SUNY Oswego 1992 — 1996
Bachelor of Arts (BA), Communication and Media Studies
Suffern High School 1989 — 1992
Bank of America / Merrill Lynch July 2010 - Present
The College of New Jersey August 2006 - May 2010
Macquarie Group May 2008 - August 2009
Skills
Software Documentation, Project Management, Microsoft Office, Visio, Information Technology
Education
Boston University 2011 — 2015
Master's of Science, Computer Information Systems
The College of New Jersey 2006 — 2010
B.S., Computer Engineering
Consolidated Edison January 2005 - Present
Bank of America / Merrill Lynch January 2000 - December 2002
Merrill Lynch / Herzog Heine Geduld January 1993 - December 1999
Merrill Lynch/ Herzog Heine Geduld April 1991 - January 1993
Skills
Excel, Customer Relations, Financial Analysis, Coaching, Spreadsheets, Public Speaking, Trading, Equities, Spanish, Valuation, Equity Trading, Market Analysis, Microsoft Excel, Strategic Financial..., Securities, Risk Management, Investments, Hedge Funds, Series 7, Options, Series 63, Derivatives, Customer Service, Capital Markets, Alternative Investments, Financial Markets, Bloomberg, Financial Modeling, Fixed Income, Technical Analysis, Asset Management, Finance, Equity Research, Analysis, Asset Allocation, Financial Services, FX Options, Investment Strategies, Economics, Investment Banking, Bloomberg Terminal, Hedging, Mutual Funds, Portfolio Management, Due Diligence, Investment Advisory, Investment Management, Wealth Management, Relationship Management, Stocks
Education
Pace University - Lubin School of Business 2008 — 2011
Masters of Business Administration, Finance
Pace University - Lubin School of Business 1987 — 1991
Bachelors of Science, Finance
Archbishop Molloy High School 1982 — 1986
High School Diploma
Eglinton Capital, LLC September 2011 - Present
Bank of America / Merrill Lynch August 2008 - May 2011
Bear Stearns August 2007 - August 2008
Citigroup February 2004 - August 2007
H&S Properties, LLC October 2002 - January 2004
Lehman Brothers September 2000 - September 2002
Education
Wake Forest University School of Business 1998 — 2000
MBA, Portfolio Management/Securities Analysis
Denison University
STAB
STAB
Bank of America / Merrill Lynch 2006 - Present
The City of Jacksonville 2006 - 2006
Winn-Dixie Stores, Inc. 2004 - 2006
FedEx Services 1998 - 2004
Federal Express Ground 1996 - 2004
Education
Robert Morris University 1994 — 1998
Bank of America / Merrill Lynch September 2012 - Present
Merrill Lynch April 1994 - September 2012
Skills
Leadership Coaching and..., New Business Development, Human Resources, Training, Wealth Management, Financial Services, Leadership
Education
Bentley University 1989 — 1991
Accounting and Finance
HSBC Bank Canada February 2015 - Present
National Bank July 2014 - Present
Bank of America Merril Lynch August 2010 - July 2014
Bank of America / Merrill Lynch 2010 - 2011
BMO Capital Markets 2009 - 2010
Skills
Capital Markets, Investment Banking, Commercial Lending, Commercial Banking, Treasury Management, Trade Finance, Corporate Finance, Cash Management, FX, Portfolio Management, Credit, Loans, Banking, Working Capital..., Payments, FX Options, Risk Management, Financial Risk, Financial Analysis, Relationship Management, Credit Risk, Derivatives, Treasury, Fixed Income, Financial Services, Liquidity Management
Education
Concordia University
Raymond James Financial Inc. March 2014 - Present
Bank of America / Merrill Lynch June 2002 - April 2013
Skills
Series 7, Series 63, Equities, Equity Trading, Bloomberg, Fidessa, Electronic Trading, Trading, Equity Derivatives, Financial Markets, Options, ETFs, FINRA, Trading Systems, Securities, Derivatives
Education
Fairleigh Dickinson University 1998 — 2002
Bachelor of Science (BS), Finance, General
Barclays Capital May 2010 - November 2010
Bank of America / Merrill Lynch January 2002 - July 2008
Skills
Business Strategy, Business Transformation, CRM, Change Management, Contract Management, Contract Negotiation, Asset Managment, Business Analysis, Business Development, Business Process..., Cross-functional Team..., Dispute Resolution, Executive Management, Financial Analysis, Financial Services, Global Sourcing, IT Strategy, Leadership, Management, Management Consulting, Mergers, Mergers, Negotiation, Operations Management, Outsourcing, Process Improvement, Procurement, Program Management, Project Management, Risk Management, SDLC, Six Sigma, Sourcing, Strategic Planning, Strategic Sourcing, Strategy, Supply Chain, Supply Chain Management, Vendor Management, Asset Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA
University of Southern California 1988 — 1992
BA
Bank of America / Merrill Lynch 2012 - Present
Koch Industries 2010 - 2012
Texas Instruments 2006 - 2010
Grant Thornton LLP 2004 - 2006
Ernst & Young 1998 - 2004
Skills
Tax Accounting, International Tax, Tax Audits, Tax Research, Tax Compliance, Corporate Tax, FAS109, Tax, Income Tax, International Tax..., Internal Controls, Accounting, Tax Returns, Restructuring, Mergers, Corptax, Tax Law, Compliance, Tax Structuring, Tax Preparation, Tax Advisory, VAT, Partnership Taxation, Excel, Process Improvement, US GAAP, Cross-border..., GAAP, Consolidation, Structuring, Valuation, CPA, Forecasting, Sarbanes-Oxley Act, SEC filings, FIN 48, Mergers & Acquisitions
Education
Purdue University
Krannert School of Management
Bank of America September 2013 - Present
Bank of America Merrill Lynch April 2012 - September 2013
Bank of America / Merrill Lynch January 2011 - April 2012
Fannie Mae April 2010 - January 2011
Neiman Marcus December 2007 - June 2009
Bear Stearns February 2007 - June 2007
Option One Mortgage March 2005 - February 2007
Concorde Acceptance May 2004 - March 2005
ProcessingLink Corporation May 2003 - February 2004
Skills
Loans, Underwriting, Account Management, Negotiation, Customer Service, Credit, Mortgage Lending, Banking, Risk Management, Customer Satisfaction, Finance, Financial Analysis, Financial Services, Loan Origination, Refinance, Team Building
Education
Texas Woman's University 2000 — 2003
BBA, Business Administration
CompuCom September 2015 - Present
IDEXX Laboratories January 2014 - August 2015
Ballooning Nest Eggs January 2012 - August 2015
Arise Virtual Solutions Inc. October 2011 - October 2013
Bank of America / Merrill Lynch March 2010 - October 2011
MIT Media Lab May 2008 - October 2011
Bank of America October 2007 - March 2010
Bank of America September 2005 - October 2007
NetByTel, Inc. November 2001 - September 2005
Office Depot, Inc. January 1999 - October 2001
Skills
Strategy, Strategic Partnerships, E-commerce, CRM, Customer Experience, Leadership, Cross-functional Team..., Business Development, Management, Business Transformation, Outsourcing, Business Strategy, Mobile Devices, Retail, Process Improvement, Thought Leadership, Marketing Strategy, Innovation, Marketing, Social Media, Entrepreneurship, Start-ups, Integration, Project Management, Mergers & Acquisitions, Sales Process, SaaS, Designs, Team Leadership, Multi-channel Retail, Consumer Behavior, Customer Insight, Innovation Management, Consumer Behaviour, Customer Experience..., Collaboration Solutions, Interactive Technology, Market Research, Partner Development, Curriculum Innovation, Innovation Development, Strategic Planning, Team Building
Education
Bentley University 1980 — 1984
Bachelor of Science (BS)
Amazon January 2014 - Present
Amazon April 2012 - Present
State Street June 2011 - August 2011
Bank of America / Merrill Lynch February 2011 - May 2011
McNeil, Gray and Rice February 2011 - May 2011
Skills
Social Media, PowerPoint, Public Relations, Event Planning, Social Networking, Blogging, Social Media Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Event Management, Demand Forecasting, Revenue Analysis, Increased Profitability, Problem Solving, Amazon
Education
Harvard University 2007 — 2012
Bachelor of Arts (BA), Economics
Milestone Financial October 2006 - Present
First Commercial Bank April 2013 - January 2015
National Agents Alliance October 2012 - July 2014
Bank of America / Merrill Lynch April 2009 - August 2012
Hot Springs National Bank November 2007 - January 2009
Bank of America -- Business Banking Division June 2006 - November 2007
Bank of America -- Premier Banking Division October 2000 - June 2006
Bank of America -- Consumer Banking Division October 1999 - September 2000
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Sales, Credit Analysis, Finance, Small Business Lending, Investments, Risk Management, Portfolio Management, Customer Service, Investment Properties, Real Estate, Mortgage Lending, First Time Home Buyers, Capital Financing, Marketing, Debt Restructuring, Operations Analysis, IT Optimization, Aquisitions, Exit Strategies
Education
University of Arkansas at Fayetteville 1990 — 1995
2 BA Degrees, BA in Political Science and BA in Philosophy, 3.9 GPA --- Graduated with high honors (Magna Cum Laude)
Webster University 1998 — 2000
MBA Master of Business Administration, Focus on Marketing & Finance, 3.7
Windy Bay Power November 2013 - Present
Bank of America / Merrill Lynch June 2011 - Present
Bank of America/Merrill Lynch 2009 - 2010
Education
Heidelberg College 1999 — 2003
Bachelors, Business, Computer Information Systems
Cerberus Capital Management, L.P. August 2014 - Present
Bank of America Merrill Lynch May 2012 - June 2014
Bank of America / Merrill Lynch June 2011 - August 2011
SCS Financial Services, L.L.C. May 2010 - August 2010
United States House of Representatives December 2009 - May 2010
Skills
Investment Banking
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Swampscott High School 2004 — 2008
Danish Institute for Study Abroad
International Business Program
State Street Corporation July 2014 - Present
Bank of America / Merrill Lynch June 2009 - June 2014
Bank of America 2007 - 2009
BankBoston International 1999 - 2007
Bank of America 1990 - 1999
Patten Corporation 1988 - 1990
United Savings Association of Texas 1985 - 1988
Skills
Financial Planning, Risk Management, Wealth Management, Mergers, Investments, Strategic Financial..., Portfolio Management, Fixed Income, AML, Equities, Management, Financial Risk, Finance, Investment Management, Mergers & Acquisitions, Banking, Capital Markets, Strategy, Financial Services, Alternative Investments, Securities, Private Banking, Financial Markets, Accounting, Financial Analysis, Business Strategy, KYC, Hedge Funds, Investment Banking, Asset Management, Due Diligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
Masters, Financial Planning
Bentley University 1976 — 1980
BS, Accounting
Glastonbury High School 1972 — 1976
Bank of America / Merrill Lynch September 2011 - March 2012
Eileen Kobrin Consulting September 2008 - October 2011
American International Group (AIG) 2000 - 2004
PricewaterhouseCoopers 1997 - 2000
Merrill Lynch 1993 - 1997
Security Pacific Bank 1986 - 1993
Skills
Reference Data Project..., Strategic Planning, Department Startups, Project Managment Office, IT Management, Vendor Management, Management Consulting, Risk Management, Business Analysis, Business Process..., SDLC, Capital Markets, Disaster Recovery, Management, Business Development, Reference Data, Financial Risk, Business Intelligence
Education
Saint John's University 1978 — 1980
MBA, Finance
New York University
BA, Mathematics
Daniels College of Business March 2013 - August 2014
Alliance Commercial Partners March 2014 - June 2014
Bali A List Property 2011 - 2013
Bank of America / Merrill Lynch 2010 - 2011
BBC 2005 - 2006
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Science (MS), Real Estate and Construction Managment
New York University
Bachelor of Arts (BA), Organizational Behavior and Communications
Lockton Companies August 2012 - Present
NAIC September 2011 - August 2012
Bank of America / Merrill Lynch September 2006 - September 2011
Skills
Customer Service, Employee Benefits, Health Insurance, Insurance, Microsoft Excel, Microsoft Office, Strategic Planning, Workers Compensation, Account Management, Life Insurance
Education
Truman State University 1998 — 2003
BFA, Sculpture
Pembroke Hill 1995 — 1998
High School
WW Grainger August 2015 - Present
Bank of America / Merrill Lynch April 2014 - January 2015
RPM Financial Markets Group July 2013 - March 2014
Bank of America / Merrill Lynch November 2012 - May 2013
The Trend Exchange September 2009 - September 2011
ION Trading April 2008 - January 2009
FXMarketSpace Inc. October 2006 - March 2008
Encore Consulting January 2005 - June 2006
The Clearing Corporation 2000 - 2004
Chicago Mercantile Exchange 1993 - 1999
Skills
Project Management, Business Analysis, SDLC, Capital Markets, Financial Markets, Derivatives, FX Options, Trading Systems, Foreign Exchange, Executive-level..., Vendor Management, CRM, Technical Writing, Requirements Gathering, Proofreading, Team Building, Consensus Building, MS Project, Microsoft Office, MQSI, Back Office, Trading, Electronic Trading, Process Improvement, Program Management, Market Data, Agile Methodologies, Software Project..., PMP, Commodity, Equities, Risk Management, Options, Certified Scrum Master..., Agile Methodolgy, Agile Leadership, Scrum, Disaster Recovery, Software Documentation
Education
Craig Larman course 2013 — 2013
Certified ScrumMaster Course Plus, Agile Product Management
Microtrain 2012 — 2012
Project Management
Triton College 1985 — 1987
Associates Degree, Information Systems
TD Bank January 2011 - Present
Citizens Bank February 2010 - January 2011
Bank of America / Merrill Lynch June 2006 - January 2010
New England Prep Schools July 1998 - June 2006
Skills
Banking, Leadership, Portfolio Management, Risk Management, Investments, Credit Analysis, Coaching, Loans, Strategic Financial..., Series 7, Wealth Management, Retail Banking, Retirement Planning, Private Banking, Series 63, Financial Planning, Strategic Planning
Education
MBA Program 2014 — 2017
MBA
FINRA Professional Licenses 2007 — 2012
7,6, 63 & 65
Professional Corporate Education 2007 — 2012
Executive Leadership Program 2006 — 2007
Executive Leadership & Professional Credit Training
Merrimack College 1995 — 1997
Finance, Professional Financial Certificate
Colby College 1990 — 1994
Government / Pre-Law / Business / Economics
United States Junior Hockey League (U.S.H.L) 1989 — 1990
Madison Capitols - Madison, Wisconsin
Governors Academy 1985 — 1989
Prep
Bank Of Americal - Merrill Lynch November 2009 - Present
Bank of America 2008 - Present
Bank of America / Merrill Lynch 1999 - Present
Merrill Lynch 1999 - 2009
Lehman Brothers January 1998 - January 1999
Salomon Brothers March 1996 - January 1998
AT@T 1995 - 1996
Bellcore communications 1994 - 1995
Teledyne Farris Engineering 1988 - 1994
Skills
Red Hat Linux, Solaris, Storage, Data Center, Disaster Recovery, Linux, Unix, Performance Tuning, Veritas Cluster Server, Sybase, System Administration, Veritas Volume Manager, Cluster, Software Installation
Education
New Jersey Institute of Technology 1990 — 1992
MS, COMPUTER SCIENCE
New Jersey Institute of Technology 1984 — 1986
Qualified Ph.D Candidate, Mechanical Engg
New Jersey Institute of Technology 1982 — 1984
MS, MECHANICAL ENGG
National Institute of Technology Tiruchirappalli 1977 — 1982
BS, MECHANICAL ENGG
Bank of America / Merrill Lynch March 1996 - Present
Maritz Research for AT&T Communications April 1983 - July 1996
Education
New York Institute of Technology 2008 — 2009
MBA, Risk Management, E-Commerce
University of Phoenix 2004 — 2007
BSIT, Information Technology
Ladish Valves January 2014 - Present
Ladish Valves October 2012 - January 2014
Ladish Valves October 2011 - October 2012
Edgeview Partners (acquired by Piper Jaffray) June 2008 - June 2010
Bank of America / Merrill Lynch June 2007 - August 2007
UOP August 1998 - August 2006
Skills
Financial Modeling, Mergers & Acquisitions, Start-ups, Petroleum, Financial Analysis, Mergers, Petrochemical, Refinery, Valuation, Investment Banking, Due Diligence, Business Strategy, Corporate Development, Strategic Planning, Valves, Cross-functional Team..., M&A experience, Private Equity, Business Development
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Accounting, Organizational Management
University of Tennessee-Knoxville 1994 — 1998
BS, Chemical Engineering
Morgan Stanley March 2014 - Present
Merrill Lynch September 2011 - March 2014
Bank of America / Merrill Lynch March 2010 - September 2011
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation April 2009 - March 2010
Merrill Lynch February 2007 - March 2009
Merrill Lynch December 2006 - February 2007
Merrill Lynch January 2000 - December 2006
Merrill Lynch October 1996 - December 1999
Intergraph Corporation September 1990 - September 1996
National Center For Software Technology April 1986 - September 1988
Skills
Vendor Management, Agile Methodologies, Investments, Wealth Management, Portfolio Management, SOA, Program Management, SDLC, Software Project..., Management, Integration, Requirements Analysis, Capital Markets, Enterprise Architecture, Outsourcing, Architecture, IT Strategy, Testing, Business Analysis, Software Development, Analysis, IT Management, Databases, retirement income, Investment Portfolio, annuities, Banking, Mutual Funds, Project Portfolio..., Business Development, Relationship Management, Financial Services, Asset Allocation, Trading Systems, Strategy
Education
University of Alabama in Huntsville 1990 — 1991
MS, Computer Science
University of Bombay 1984 — 1987
BE, Electronics Engineering
Balmohan Vidyamandir
Bank of America June 2010 - Present
Bank of America / Merrill Lynch August 2007 - May 2011
Microsoft - Aditi Staffing June 2006 - June 2007
Concur Technology December 2004 - April 2006
Travelport, A Cendant Company June 2003 - August 2004
Getthere, A Sabre company October 1997 - July 2002
Aqua Software January 1992 - July 1997
Skills
Product Management, Content Management, Design Management, Leadership, Vendor Management, Software Project..., Program Management, Requirements Analysis, SDLC, Project Management, E-commerce, Integration, Team Leadership, CRM, Strategic Partnerships, Business Analysis, Cross-functional Team..., Enterprise Software
Education
Stony Brook University
Bank of America / Merrill Lynch June 2010 - Present
HSC Builders & Construction Managers 2005 - 2009
CM/IT 2005 - April 2006
AT&T 1980 - December 2004
AT&T Law and Government Affairs 1994 - 2004
AT&T LGA 1992 - 2004
Skills
Desktop Computers, SharePoint
Education
The Pennsylvania State University
B.S., Computer Science
Bank of America / Merrill Lynch February 2010 - Present
Bank of America / Merrill Lynch February 2006 - February 2010
JPMorgan Invest, LLC February 2005 - February 2006
Macgregor April 2001 - September 2004
Thomson Corporation 1995 - 2001
Course Technology 1995 - 1999
Skills
Agile Methodologies, User Experience, Information Architecture, Usability Testing, Business Analysis, Product Management, Interaction Design, Requirements Analysis, Visio, User Interface Design, Trading Systems, User Experience Design, Content Management, Wireframes, SDLC, Project Management, User-centered Design, Usability, Strategy, Information Design, Mobile Design, Experience Design, Management, Mobile Applications, Mobile Devices, User Interface, Product Design, Content Strategy, E-commerce, Agile Project Management, Interactive Advertising, Creative Direction, Analytics, Interactive Marketing, Web Development, CMS, Usability Engineering, Digital Strategy, Web Project Management, Web Analytics, Web Design
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MS, Human Factors in Information Design
Tufts University 1989 — 1993
BA, English, French
Ontario Ministry of Government Services June 2010 - August 2011
Bank of America – Merrill Lynch March 2010 - June 2010
Acumetrics Business Inetelligence (BI Consulting Company) October 2005 - March 2010
Education
University of Toronto 1998 — 2002
Masters, Information Studies
NED University of Engineering and Technology
Incandescent Technologies, Inc. January 2014 - Present
Bank of America / Merrill Lynch July 2009 - December 2013
BNY Mellon July 2007 - April 2009
Banc of America Securities December 2003 - July 2007
Merrill Lynch May 2001 - November 2003
Whittman-Hart / March First April 1999 - April 2001
Skills
Business Analysis, Business Intelligence, Integration, Program Management, Cross-functional Team..., Risk Management, Management, Project Management, E-commerce, Leadership, Enterprise Software, Project Planning, Architecture, Banking, Data Warehousing, Databases, Equities, Investment Banking, Marketing, Mergers, Microsoft SQL Server, Oracle, SDLC, Sales, Strategic Planning, Team Building, Team Management, Trading, Unix, Vendor Management, Web Analytics, Web Services
Education
Kennedy Western University 2001 — 2004
Masters, Computer Science
Osmania University 1990 — 1994
Valerian Grammer School 1984 — 1989
Bank of America / Merrill Lynch November 2009 - October 2014
Merrill Lynch 2006 - September 2008
JPMorgan Chase February 2000 - December 2005
Integrated Computing Engines, Inc 1996 - 2000
VitalWare Corporation 1998 - 1999
Thinking Machines Corporation 1995 - 1996
Skills
Grid Computing, High Performance..., Operating Systems, Software Design, Architecture, Parallel Programming, Unix, Parallel Computing, Scalability, Cluster, Distributed Systems, Trading Systems
Education
Northeastern University 1991 — 1995
MS, Doctoral studies
Moscow Pedagogical State University 1983 — 1988
MS
Bank of America / Merrill Lynch June 2009 - Present
Bank of America December 2005 - June 2009
Wachovia Bank May 2003 - December 2005
Precision Sports Entertainment September 2002 - May 2003
National Pastime Corp. May 1998 - September 2002
Skills
Banking, Cash Management, Mortgage Lending, Securities Lending, Liquidity Management, Structured Finance
Education
-- 1994 — 1998
Bachelor's Degree, Finance; Economics
Quinnipiac University 1994 — 1998
Bachelor of Science (B.S.), Economics
Quinnipiac University - School of Business 1994 — 1998
BS, Economics
Bank of America / Merrill Lynch August 1999 - Present
Automatic Data Processing 1988 - 1999
Northern Telecom / Spectron 1980 - 1988
Skills
SQL, C#, Disaster Recovery, ASP.NET, XML, Visual Studio, Software Project..., PHP, Enterprise Architecture, C++, Process Improvement, JavaScript, VBScript
Education
New Jersey Institute of Technology 1995 — 2002
Lincoln Tech 1977 — 1979
Electronic Repair
Bank of America / Merrill Lynch July 2010 - Present
Bank of America Merrill Lynch September 2007 - July 2010
Merrill Lynch February 2003 - September 2007
Skills
Analytics, Market Research, Marketing Research
Education
The Ohio State University 1988 — 1994
U.S. Trust / Bank of America Private Wealth Management April 2013 - Present
Bank of America / Merrill Lynch April 2006 - April 2013
Bank of America Private Bank (Chicgao) March 2004 - March 2006
Citibank Private Bank April 1996 - March 2004
Citibank US Consumer Bank 1992 - 1998
Skills
Credit, Credit Risk, Equities, Investments, Loans, Management, Portfolio Management, Sales, Series 7, Wealth Management, Mortgage Lending, Private Banking, Credit Analysis, Commercial Lending
Education
Baylor University - Hankamer School of Business 1986 — 1990
Newsela October 2015 - Present
Amplify Education, Inc. August 2012 - September 2015
mcgarrybowen March 2012 - August 2012
HNW December 2011 - February 2012
Bank of America / Merrill Lynch September 2009 - November 2011
The Working Dog March 2009 - September 2009
Razorfish June 2008 - March 2009
Bear Stearns July 2006 - June 2008
Intrasphere Technologies October 2005 - July 2006
HSBC Securities June 2004 - October 2005
Skills
Banking, Recruiting, Technical Recruiting, Mobile Technology, Digital Media, Taleo, Applicant Tracking..., Digital Marketing, Talent Acquisition, Digital Strategy, Android, Start-ups, Executive Search, Human Resources, CRM, Onboarding, Strategy, Financial Services, SDLC, Management, Internet Recruiting, Temporary Placement, Consulting, Sourcing
Education
American University - Kogod School of Business 1990 — 1994
B.S., Finance and International Business
Dobbs Ferry High School 1987 — 1990
Diploma
Bank of America / Merrill Lynch March 2011 - Present
Deutsche Bank April 2008 - December 2010
ICAP / BrokerTec May 2000 - January 2007
Bankers Trust December 1996 - June 1998
Micrognosis Inc. July 1987 - October 1996
Morgan Guaranty June 1985 - July 1987
Education
New York Institute of Technology 1979 — 1985
Bank of America / Merrill Lynch 1997 - February 2014
Education
The University of Chicago Booth School of Business 2001 — 2003
Finance, Economics
Miami University 1992 — 1996
BA, Economics
Benet Academy 1988 — 1992
TCF Inventory Finance, Inc. October 2009 - Present
Harley-Davidson Financial Services March 2008 - October 2009
Bank of America / Merrill Lynch April 2000 - March 2008
Transamerica Commercial Finance now GE Commercial Distribution Finance April 1987 - April 2000
Education
The John Marshall Law School 1982 — 1985
John Carroll University 1978 — 1982
Bank of America / Merrill Lynch October 2009 - Present
Bank of America / Merrill Lynch June 2008 - October 2009
Merrill Lynch January 2006 - October 2009
Merrill Lynch June 2004 - January 2006
ISO, Inc January 2003 - June 2004
MetLife January 2000 - January 2003
King Inc January 1988 - January 2000
Education
The Chubb Institute 1999 — 2001
Certificate, Computer Programming
Union County College
Business Management
Tata Consultancy Services September 2014 - Present
Independent Consultant July 2014 - Present
Bank of America January 2014 - July 2014
Pro4ia November 2012 - May 2013
Frank M. Waltzer, PMP, LLC October 2011 - November 2012
GalaxE Solutions August 2011 - September 2011
BANK OF AMERICA / MERRILL LYNCH June 2010 - September 2010
Merrill Lynch September 2008 - September 2009
Merrill Lynch Global Private Client September 2006 - September 2007
Merrill Lynch Investment Managers September 2001 - September 2006
Skills
Certified Scrum Master..., Six Sigma, Process Improvement, Business Analysis, SDLC, Program Management, Visio, Project Management, Strategy, Risk Management, PMO, SharePoint, Management, Financial Services, Quality Assurance, Project Portfolio..., Project Planning, Budgets, Vendor Management, IT Service Management, IT Strategy, CRM, Cross-functional Team..., IT Management, Outsourcing, Change Management, Business Process..., Requirements Analysis, Business Requirements, Integration, Resource Management, Business Intelligence, Information Technology, Business Process, Strategic Planning, Governance, Analysis, Requirements Gathering, Consulting, Agile Project Management, ITIL, Enterprise Architecture, MS Project, Certified Project..., Management Consulting, Leadership, Finance, Software Project..., Operations Management
Education
Villanova University 2008 — 2009
Masters Certification, Applied & IS/IT Project Management
Stony Brook University 1976 — 1978
Masters, Management & Policy Analysis
Binghamton University 1971 — 1975
BA, Political Science
Bank of America / Merrill Lynch August 2005 - November 2014
AllianceBernstein 2000 - 2003
Skills
Series 63, Fixed Income, Equities, Wealth Management, Series 7, Strategic Planning, Asset Management, Investments, Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Bonds, Securities, Investment Strategies
Education
The University of Connecticut School of Business 1995 — 1997
MBA, Finance
State University of New York College at Oneonta 1984 — 1988
Irvington High School
Irvington High School
Irvington High School
Bank of America September 2013 - Present
First Investors January 2013 - September 2013
Bank of America / Merrill Lynch September 2008 - March 2012
Prudential 1989 - 2007
Skills
Microsoft Office, Highly detail oriented, Superior Client Service, Account Reconciliation, Research, Time Management, Follow-through Skills, Team Leadership, Business Relationship..., People-oriented, Leadership
Education
William Paterson University of New Jersey 1986 — 1989
Bachelor's degree, Sociology
Hampton University 1984 — 1986
Bank of America / Merrill Lynch April 2002 - Present
JPMorgan Chase 1995 - 2002
MetLife February 1985 - May 1995
Bloomingdales October 1980 - February 1985
Education
Fordham University
J.P. Morgan January 2013 - Present
Bank of America / Merrill Lynch August 2009 - December 2012
Deutsche Bank March 2000 - June 2009
Merrill Lynch March 1997 - March 2000
CIBC Wood Gundy 1995 - March 1997
Goldman Sachs 1993 - 1995
Bell Laboratories March 1985 - March 1993
Skills
Prime Brokerage, Enterprise Architecture, Equities, Reference Data, Business Intelligence, Program Management, Securities Lending, Collateral Management, Information Technology..., Technical Leadership, Transaction Processing, Decision Support, Technology Development, Equity Finance
Education
New Jersey Institute of Technology 1979 — 1983
B.S., Computer Science
DW Partners, LP March 2015 - Present
Bank of America / Merrill Lynch December 2013 - March 2015
Bank of America / Merrill Lynch July 2013 - March 2015
UBS Investment Bank May 2007 - July 2013
Lehman Brothers 2002 - 2007
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Lehigh Valley Health Network March 2012 - Present
Bank of America / Merrill Lynch July 2000 - December 2011
Donaldson Lufkin & Jenrette 1990 - February 2000
Skills
Investment Banking, Capital Markets, Trading Systems, Fixed Income, Investments, Equity Research, Valuation, Financial Analysis, Securities, Derivatives, Equities, Strategic Planning, Financial Markets
Education
City University of New York 1974 — 1979
St. Francis Prep 1970 — 1974
St.Athanasius
Federal Home Loan Bank of Chicago August 2013 - Present
Federal Home Loan Bank of Chicago January 2010 - August 2013
Bank of America April 2007 - December 2010
Bank of America / Merrill Lynch August 2004 - April 2007
Skills
Banking, Business Development, Leadership, Management, Marketing Strategy, New Business Development, Product Development, Analysis, Risk Management, Portfolio Management, Business Analysis, Credit
Education
Illinois State University 1999 — 2002
Bachelor of Science (B.S.), Economics and Math
Illinois State University
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Bank of America / Merrill Lynch April 2007 - Present
Blue Cross Blue Shield of Florida February 2001 - April 2007
CSX Technology 1997 - 2000
Skills
DB2, Unix, Database Administration, Linux, AIX, Databases, Performance Tuning, Oracle, Troubleshooting, Disaster Recovery, Data Warehousing, Data Center, SDLC, ITIL, Enterprise Architecture, Unix Shell Scripting, IBM AIX, Shell Scripting
Education
University of Florida 1981 — 1985
St. Petersburg College 1981 — 1983
AA, Computer Science/Engineering
Deutsche Bank, Regulatory P&L Attribution / Global Business Services April 2013 - Present
Millennium Partners April 2010 - December 2012
Bank of America / Merrill Lynch December 2006 - April 2010
Amaranth Group Inc. 2003 - 2006
Skills
Hedge Funds, Trading Systems, Fixed Income, IR Derivatives, Equity Derivatives, Portfolio Valuation/P&L, Prime Brokerage, Risk Management, Middle Office, Operations
Education
Pace University 1997 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Moscow Technological University 1988 — 1994
Bachelor of Science (BS), Metallurgical Engineering
Bank of America / Merrill Lynch 1999 - Present
Hyatt Hotels New Brunswick, New Jersey June 1994 - August 1999
Skills
Business Continuity, Business Continuity...
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1995
BS, Communication
Bank of America / Merrill Lynch July 2000 - Present
AmeriServ Corporation 1996 - 2000
Marriott International 1991 - 1996
Education
Queens University of Charlotte 2001 — 2003
Certified Financial Planning program
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Accounting
Thomson Reuters Financial August 2012 - Present
Bank of America / Merrill Lynch July 2006 - August 2012
FAA January 2006 - June 2006
Skills
XML, C#, JavaScript, HTML, Requirements Analysis, ASP.NET, SDLC, .NET, XSLT, AJAX, SOA, Agile Methodologies, Microsoft SQL Server, WCF
Education
Rutgers University-New Brunswick 2008 — 2011
MBA, Business, Finance & Supply Chain Mgmt.
Rutgers University-New Brunswick 2002 — 2006
Electrical & Computer Engineering
Bank of America / Merrill Lynch July 2014 - Present
Merrill Lynch Wealth Management July 2010 - June 2014
Merrill Lynch January 2009 - June 2010
Merrill Lynch January 2007 - January 2009
Skills
Vendor Management, Six Sigma, Process Improvement, Financial Modeling, Risk Management, Business Process..., Financial Services, Visio, Project Management, Wealth Management, Analytics, Business Analysis, Cross-functional Team..., Change Management, Banking, Management
Education
Concordia University
McGill University
Citibank April 2012 - August 2015
Bank of America / Merrill Lynch January 2011 - December 2011
Deutsche Bank April 2010 - December 2010
Credit Suisse October 2009 - March 2010
TD Ameritrade February 2006 - August 2009
Deutsche Bank August 2004 - October 2005
Societe Generale April 2004 - August 2004
dbtrader 1995 - 1999
Skills
Fixed Income, FX, Options, Commodities, Prime Brokerage, Bonds, Equities, Business Analysis, Back Office, Middle Office, SDLC, User Acceptance Testing, Trading Systems, Risk Management, Market Data, Visio, Derivatives, Business Requirements, Requirements Gathering, Access, Waterfall, Excel, Program Management, Trading, Software Project..., SQL, Settlement, FX Options, Microsoft Excel, Commodity, Securities, Gap Analysis
Education
Fairfield University 1962 — 1966
BA, Psychology
Fairfield University
Bachelor of Arts in Psychology, Industrial and Organizational Psychology
Bank of America / Merrill Lynch 2009 - Present
Merrill Lynch February 2007 - December 2008
Merrill Lynch 1981 - 2008
Skills
Equities, Series 7, Wealth Management, Derivatives, Hedge Funds, Fixed Income, Bloomberg, Securities, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Risk Management, Capital Markets, Management, Series 63, Prime Brokerage, Investments, Alternative Investments, Investment Banking, Series 24, Trading Systems, Asset Allocation
Education
Rutgers University-New Brunswick 1978 — 1981
BA, Economics
Bank of America / Merrill Lynch Wealth Managemnt June 2010 - Present
Bank of America / Merrill Lynch 1980 - June 2010
Skills
Series 7, Asset Management, Banking, Equities, Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Wealth Management
Education
University of Pennsylvania - The Wharton School & SIFMA 2011 — 2013
Securities Industry Institute
State University of New York College at Oswego 1974 — 1978
Bachelor of Science, Secondary Education & Psychology
Merrill Lynch August 2015 - Present
Pennsylvania Department Of Revenue May 2012 - March 2015
BANK OF AMERICA / MERRILL LYNCH 1987 - 2009
Merrill Lynch August 1989 - September 2008
Nabisco December 1987 - August 1989
Phillip Brothers Commodity Traders August 1986 - December 1987
Sony September 1984 - August 1986
ITT Avionics July 1981 - September 1984
Panasonic April 1977 - July 1981
Skills
DB2, SQL, Requirements Gathering, Requirements Analysis, Team Leadership, Project Management, Business Analysis, SDLC, Software Development, Agile Methodologies, Business Intelligence, IT Strategy, Software Project..., Vendor Management, Consulting, Enterprise Architecture, SharePoint, Visio, Integration
Education
Kean University 1975 — 1982
B.S., Computer Science
Bergen Community College 1973 — 1975
A.A.S., Business Computer Programming
Jaffe & Asher LLP June 2014 - Present
148th Drive & Community Block Association January 2010 - Present
Marsh & McLennan Companies, Inc. January 2014 - March 2014
American International Group, Inc. (AIG) October 2012 - November 2013
Bank of America / Merrill Lynch September 2010 - September 2012
Evidence Exchange, Inc November 2009 - March 2010
In-Sync Productions January 2008 - March 2009
Phillips Nizer LLP September 2007 - March 2008
Hogan & Hartson LLP January 2003 - September 2007
Skills
Access, Visual Basic, SQL, Databases, .NET, Data Analysis, Litigation, VB.NET, VBA, Analysis, Microsoft SQL Server, Excel, MS Word, Microsoft Office, Lotus Notes, MySQL, PowerPoint, Business Analysis, Document Management
Education
Bernard M. Baruch College, CUNY
Business Administration
Bernard M. Baruch College, CUNY
New York University
Paralegal Studies
Bank of America / Merrill Lynch February 2011 - Present
Assist Rite LLC May 2009 - January 2011
Lehman Brothers / Barclays April 2005 - May 2009
Bank of America October 2004 - April 2005
ABN AMRO Bank N.V. January 2003 - September 2004
Goldman Sachs October 2000 - December 2002
Pencom Systems April 1997 - October 2000
Skills
Trading Systems, Java, Risk Management, Sybase, SQL Server, Python
Education
Temple University 1995 — 1996
MS, Computer Science
Bank of America Merrill Lynch 2014 - Present
JPMorgan Chase & Co. 2012 - 2014
Bank of America 2011 - 2011
Goldman Sachs 2010 - 2011
Bank of America / Merrill Lynch 2009 - 2010
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Credit Risk, Operational Risk, Reporting & Analysis, Securities, Derivatives, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Business Objects
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor’s Degree, Finance, Economics
Midwood High School 2000 — 2004
High School
Morgan Stanley, LLC August 2012 - Present
sanofi-aventis January 2012 - August 2012
Duetsche Bank. May 2011 - December 2011
SAVVIS Corporation. July 2010 - May 2011
Bank of America / Merrill Lynch June 2007 - May 2009
Skills
PMO, Business Analysis, Data Center, Vendor Management, Service Delivery, Project Portfolio..., SharePoint, SDLC, Cisco Technologies, IT Strategy, PMP, Security, IT Management, Management, Project Planning, ITIL, Project Management
Education
Montclair State University 1984 — 1988
B.S., Business Administration.
Devry Technical Institute 1981 — 1983
A.S., Digital Analog Circuit Analysis
Global X Management Company April 2014 - September 2014
Bank of America / Merrill Lynch November 2007 - April 2014
Integrated Wealth Services August 2002 - October 2007
Morgan Stanley Dean Witter August 2000 - August 2002
Skills
Fixed Income, Bloomberg, Equities, Securities, Investments, Trading, Options, Mutual Funds, Financial Markets, FX Options, Financial Risk, Analysis, ETFs, Settlement, Account Reconciliation, Investment Management, Economics, Finance, Derivatives, Hedge Funds, Capital Markets
Education
Long Island University 2006 — 2009
MBA, Finance
Saint John's University 1997 — 2000
Bachelor, Finance
GS1 US August 2012 - Present
Audible, Inc. April 2011 - July 2012
Bank of America / Merrill Lynch March 2010 - April 2011
Viewpointe LLC. April 2008 - October 2009
Wachovia Bank April 2004 - March 2008
First Union National Bank July 2001 - February 2004
First Unioun Nationl bank June 1997 - July 2001
Skills
User Acceptance Testing, Regression Testing, Test Cases, Requirements Analysis, Quality Center, Testing, Quality Assurance, SharePoint, System Testing, SQL, Test Automation, Microsoft SQL Server, Test Planning, HP Quality Center, QTP, Software Quality..., Manual Testing, SDLC
Education
Computech Institute 1992 — 1993
Diploma in Computer Applications
Gujarat University
BS, Accounting
Goldman Sachs April 2014 - Present
Jefferies & Company June 2012 - April 2014
Bank of America / Merrill Lynch 2008 - July 2012
Skills
Electronic Trading
Education
Cornell University
B.S., Applied Economics
University of Michigan
MSFE, Financial Engineering
University of Michigan
MA, Applied Statistics
Bank of America / Merrill Lynch account executiveAegis2000 - 2008
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Banking, Mortgage Lending, Credit, Loan Origination, Financial Services, Risk Management, Team Building, Securities, Leadership, Relationship Management, Financial Analysis
Education
Florida State College at Jacksonville 2004 — 2009
Bank of America / Merrill Lynch October 2007 - Present
LaSalle Bank / ABN AMRO May 1996 - October 2007
First National Bank of Chicago 1983 - 1996
Skills
Banking
Education
Moody Bible Institute 1985 — 1987
3-yr Certificate, Christian Education/Bible
Robert Morris College
Certificate, Secretarial / Administration
Cetera Advisor Networks LLC, member FINRA/SIPC May 2013 - Present
Self-Employed October 2010 - May 2013
Bank of America & Merrill Lynch October 2011 - August 2012
Citibank October 2007 - October 2010
Banc of America Investment Services Inc. August 2003 - December 2005
Bank of America April 2002 - August 2003
Bank of America June 1997 - April 2002
Wells Fargo August 1988 - June 1997
Skills
Credit, Consumer Lending, Financial Services, Banking, Retail Banking, Loans, Investment Banking, Compliance, Mortgage Lending, Series 7, Series 63, Series 6, Series 24, Licensed Life & Health..., Portfolio Management, OSJ Supervision, Leadership, Series 65, Series 53
Education
Loyola Marymount University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. John Bosco High School 1980 — 1984
Bank of America January 2014 - Present
Bank of America / Merrill Lynch May 2009 - January 2014
Bank of America June 2000 - May 2009
Bank of America June 1998 - June 2000
Bank of America, Mill Creek Banking Center November 1995 - June 1998
Bank of America, Snohomish Banking Center November 1990 - November 1995
Bank of America March 1979 - November 1995
Skills
Banking, Credit, Recruiting, Process Improvement, Management, Leadership, Portfolio Management, CRM, Mortgage Lending, Wealth Management, Retail Banking, Loans, Training, Investments, Financial Services, Finance, Sales Management, Strategic Financial..., Securities, Relationship Management, Coaching, Loan Origination, Risk Management
Education
Shoreline Community College 1977 — 1979
Business Administration
Oak Harbor High School 1975 — 1977
Diploma
Aussie Pet Mobile May 2010 - January 2014
Bank of America / Merrill Lynch March 2007 - March 2010
Merrill Lynch January 2000 - January 2007
Merrill Lynch January 1999 - January 2000
Merrilll Lynch January 1992 - January 1999
General Electric 1988 - 1991
Skills
Automation, SQL, Windows, Shell Scripting, Software Documentation, Database Administration, VBScript, Testing, C++, Networking, Linux, XML, C, Perl, Programming, ITIL, Databases
Education
Texas Tech University 1976 — 1980
BSEE, Electrical Engineering
Texas Tech University
BSEE
JPMorgan Chase & Co. July 2014 - Present
Bank of America January 2013 - June 2014
Bank of America / Merrill Lynch August 2010 - January 2013
Education
University of Florida- Hough Graduate School Of Business 2009 — 2010
Master of Arts, International Business
Sun Yat-Sen University 2010 — 2010
Masters of Arts, International Business
University of Florida - Warrington College Of Business 2005 — 2010
Bachelor of Science, Marketing
Snyder Capital Management LP July 2014 - Present
Travel May 2013 - April 2014
Bank of America / Merrill Lynch May 2010 - March 2013
Merrill Lynch June 2008 - May 2010
Merrill Lynch June 2008 - August 2009
Merrill Lynch July 2006 - June 2008
Merrill Lynch June 2005 - September 2005
MetLife June 2004 - September 2004
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Series 7, Hedge Funds, Equity Derivatives, Equity Trading, Electronic Trading, Trading, Investments, Financial Modeling, Mutual Funds
Education
Penn State University 2002 — 2006
Bachelor's Degree, Finance, General
PIMCO Senior Manager, Project Management & TrainingLord AbbettMarch 2001 - October 2010
Prudential Financial 1999 - 2001
Bank of America / Merrill Lynch 1988 - 1999
Education
New York University
Certificate in Project Management
Rider University
BS, Finance
Bank of America / Merrill Lynch August 1985 - Present
John Hancock Life Insurance Company (U.S.A.) September 1983 - August 1985
Werner Erhard and Assoc. May 1981 - May 1983
Landmark Education Corporation 1981 - 1983
NJ Dept. of Labor and Industry October 1974 - May 1981
Skills
Financial Planning, Estate Planning, Retirement Planning, Insurance, Wealth Management, Wealth, Investments, Series 7, Mortgage, Asset Allocation, Asset Management, Equities, Mutual Funds, Retirement
Education
Kean University 1970 — 1973
BA, Economics
Clarity Partners, LLC July 2012 - Present
Bank of America / Merrill Lynch January 2011 - July 2012
City of Chicago 1997 - 2010
Chicago Police Department 1997 - 2010
Education
Arizona State University
Bank of America Merrill Lynch September 2012 - Present
Bank of America / Merrill Lynch September 2007 - September 2012
Skills
Bloomberg, Equities
Education
Northeastern University 2005 — 2007
Finance and Accounting
Chemical Bank March 2013 - Present
Bank of America / Merrill Lynch May 2010 - March 2013
Macatawa Bank April 1999 - May 2010
Comerica Bank December 1992 - December 1996
Skills
Commercial Banking, Credit, Banking, Private Banking, Leadership, Commercial Lending, Investments, Loans, Sales, Cross Selling, Client Development, Commercial Mortgages
Education
Grand Valley State University 1984 — 1987
BBA, Finance
BAC - ML January 2002 - Present
BAC - ML January 2002 - Present
Bank of America / Merrill Lynch 1983 - 2012
Bank of America / Merrill Lynch 1983 - 2012
Bank of America / Merrill Lynch 1983 - 2012
Bank of America / Merrill Lynch 1983 - 2012
Skills
Cobol, CICS Cobol, DB2
Education
University of Santo Tomas
Bachelor of Science in Engineering, Mechanical Engineering
BAC Florida Bank July 1987 - Present
Bank of America / Merrill Lynch July 1987 - January 2013
Skills
SDLC, IT Management, Banking, Business Analysis, Core Banking, PMO, Software Documentation, Microsoft SQL Server, Financial Risk, Databases, Disaster Recovery, Enterprise Architecture, PMP, Project Management, Analysis, Retail Banking, IT Strategy, Vendor Management, Systems Analysis, Business Requirements, jBase, Stakeholder Management, Requirements Gathering, IT Service Management, Solution Architecture, Credit Risk, Requirements Analysis, User Acceptance Testing, Software Project..., Data Warehousing, Project Portfolio..., SQL, Process Improvement, Intertest, Integration, Visio, SharePoint, ITIL, Agile Methodologies, Business Intelligence, Software Development, IT Operations, Sybase IQ, Data Modeling, F#, Agile Project Management, PL/1, Oracle, ETL, SOA
Education
Indiana University of Pennsylvania 1975 — 1979
Bachelor's degree, Applied Mathematics
Independent Contractor / Self Employed December 2012 - Present
Bank of America / Merrill Lynch November 2009 - June 2012
Merrill Lynch February 2005 - November 2009
Education
Essex County College 2000 — 2004
Undergraduate, Physical Therapy/Therapist Assistant
East Side High School 1996 — 2000
Barrack, Rodos & Bacine - Attorneys at Law June 2013 - Present
Bank of America / Merrill Lynch January 2007 - August 2012
Merrill Lynch Global Private Client April 2005 - January 2007
Merrill Lynch Retirement Group October 1996 - April 2005
Merrill Lynch Individual Financial Services April 1994 - October 1996
Merrill Lynch Bank & Trust Com July 1990 - April 1994
MLPF&S Accounting July 1987 - July 1990
Commonwealth Federal Savings Bank July 1986 - July 1987
PJSC "Deloitte & Touche USC" September 1983 - July 1986
Skills
Financial Analysis, Forecasting, Finance, Accounting, Budgets, Financial Reporting, Financial Modeling, Auditing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1983
Master of Business Administration, Professional Accounting
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
Fiserv February 2013 - Present
BANK OF AMERICA / MERRILL LYNCH March 1979 - April 2012
AVP January 2007 - January 2012
Merrill Lynch January 2004 - January 2007
Merrill Lynch Government Securities Inc January 2001 - January 2004
HERZOG HEINE GEDULD INC January 1990 - January 2001
Settlement January 1983 - January 1990
Settlement January 1979 - January 1983
Skills
Fixed Income, Account Reconciliation, Cash Management, Equities, Settlement, Loans, Trading, Bonds, Auditing, Payments, Software Documentation, Management, Mortgage Lending, Bank Reconciliation, Operational Risk..., Securities, Back Office, Financial Services, Accounting, AML, DTC, Corporate Actions, Middle Office, Mutual Funds, Series 63, Anti Money Laundering
Education
Saint Dominic Academy 1971 — 1975
New Jersey City University
Bayer Business Services April 2015 - Present
Polytechnique Foundation March 2014 - March 2015
STANDARD LIFE January 2010 - October 2013
CIBC Asset Management 2007 - 2010
WEIR CANADA (head office) 2005 - 2007
CITY OF MONTREAL – ST-LAURENT borought 2004 - 2005
FORMEDICA January 2003 - December 2003
BANK of AMERICA – MERRILL LYNCH January 2002 - December 2002
MONTRUSCO BOLTON July 2000 - December 2001
DESJARDINS - DESJARDINS TRUST May 1991 - June 2000
Skills
Financial Reporting, Financial Analysis, Variance Analysis, Financial Accounting, Corporate Finance, Financial Audits, Financial Statements, Financial Modeling, Investments, Accounting, PeopleSoft, Banking, IFRS, Internal Controls, Finance, Microsoft Excel, Account Reconciliation, Consolidation, Analyse financière, Comptabilité, Management, Auditing, Budgets, Internal Audit, Strategic Planning, Analysis, Risk Management, Change Management, Access, SAP, Comptabilité financière, Contrôles en interne, Reporting financier
Education
École des sciences de la gestion (ESG UQAM) 1989 — 1991
Bachelor degree in Business administration - accounting, Professional Program of management accounting
The Bettinger Co, Inc. September 2014 - Present
Saint Mark's Church 2010 - Present
Addecco Staffing 2013 - 2013
Bank of America / Merrill Lynch 2008 - 2012
Air Supply of North Texas 2006 - 2007
Content Control Systems 2002 - 2005
Skills
Liturgical Music, Office Administration, Liturgy, Data Entry, Document Imaging, Sacred Music, Doculex, Microsoft Office, Filing, Access, Accounts Receivable, Microsoft Excel, Close Attention to..., Outlook, Visio, Typing, Copying, Ten Key, OCR, Kofax, FoxPro, Process Improvement, Customer Service, Bindery, IPRO, Barcode, Choral, Piano
Education
The University of Dallas 1997 — 2001
Bachelor of Arts (B.A.), Philosophy and Religious Studies