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
LPL Financial / Atlantic Capital Advisors February 2015 - Present
Bank Of America / Merrill Lynch January 2013 - January 2015
AIG SunAmerica /VALIC February 2012 - January 2013
Assurant February 2007 - December 2011
American International Group January 1998 - February 2007
American General Life Companies June 1996 - January 1998
Skills
Insurance, Financial Services, Investments, Strategic Financial..., Strategic Planning, Finance, Risk Assessment, Analysis, Mutual Funds, Management, Financial Analysis, Financial Planning, Risk Management, Financial Risk, Process Improvement, Retirement, Fixed Annuities, Operations Management, Program Management, Leadership, Compliance, Securities, Vendor Management, Retirement Planning, 401k, Auditing, Series 7, Sarbanes-Oxley Act, Business Strategy, Project Management, Cross-functional Team..., Portfolio Management, Asset Managment, Relationship Management, Customer Service, Account Management, Employee Benefits, Underwriting, Internal Audit, Team Building
Education
University of Miami - School of Business 2004 — 2006
MBA, International Business & Finance
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Marketing
Bank of America June 2011 - Present
Bank of America / Merrill Lynch June 2009 - June 2011
Bank of America June 1996 - June 2009
Skills
•NASD Series 4, 7, 24,...
Education
University of North Texas 1991 — 1995
Bachelor's degree, Business Administration and Management, General
IBM June 2014 - Present
Seterus, Inc. (a wholly owned subsidiary of IBM) March 2010 - June 2014
Bank of America / Merrill Lynch May 2004 - February 2010
Wilshire Credit Corporation September 2000 - April 2004
Washington Mutual September 1998 - September 2000
Skills
Outlook, Lotus Notes, PowerPoint, Visio, Microsoft Word, Microsoft Excel, Concur, OTR - AMEX Travel..., WWER - Expense Tool, Risk Management, Financial Analysis, Process Scheduler, Financial Reporting, Project Planning, Social Media, Banking, Operations Management, Insurance, Event Management, Spreadsheets, System Administration, PeopleSoft, Program Management, Vendor Management, Marketing Communications, MS Project, Financial Modeling, Leadership, Adobe Acrobat, Analysis, Marketing Strategy, Market Research, Invoicing, Strategic Planning, Call Center, Team Building, Performance Management, Office Management, Business Analysis, Telephone Skills, Business Strategy, Access, Customer Service, New Business Development, Coordination, Office Administration, Software Documentation, Administrative..., Data Analysis, Public Speaking
Education
University of Oregon 1992 — 1996
Bank of America February 2012 - Present
Bank of America January 2011 - February 2012
Bank of America / Merrill Lynch October 2008 - January 2011
Merrill Lynch January 2009 - November 2010
Merrill Lynch January 2007 - October 2008
Merrill Lynch January 2007 - October 2008
Merrill Lynch June 2004 - January 2007
Skills
Risk Management, Banking, Process Improvement, Portfolio Management, Vendor Management, Six Sigma, Financial Risk, Business Analysis, Financial Analysis, Relationship Management, Change Management, Financial Services, Project Management, Business Development, Management, Business Process, Product Management, PMO
Education
University of Phoenix
BS, Finance/Business Administration
Bank of America / Merrill Lynch September 2013 - Present
Rabobank International April 2008 - September 2013
Ernst & Young LLP October 2000 - March 2008
Ernst & Young LLP June 1998 - September 2000
Bankers Trust Company of New York March 1997 - June 1998
Bankers Trust Company of New York December 1996 - June 1998
Bankers Trust Company of New York April 1994 - December 1996
Lord Abbett & Company November 1992 - April 1994
Skills
Project Management, Business Process..., Vendor Management, Change Management, PRINCE2, Information Security, PMO, Leadership, Process Improvement, Business Analysis, IT Strategy, Integration, Risk Management, Project Portfolio..., Management, Business Process, Analysis, Banking, Visio, SDLC, Security, Quality Assurance, Project Planning, IT Management, Operations Management, Governance, Testing, Business Intelligence, Requirements Analysis
Education
PRINCE2 2008 — 2008
Project Management, Prince 2 Practitioner Certification
University of Phoenix 1998 — 2002
Masters of Science, Computer Information Systems
University of Scranton 1988 — 1992
Bachelor of Science (B.S.), Accounting
Arcesium LLC January 2015 - Present
Northern Trust Hedge Fund Services August 2011 - December 2014
Omnium LLC (affiliate of Citadel Investment Group) May 2011 - August 2011
Bank of America / Merrill Lynch May 2007 - May 2011
Poolrite Research May 2006 - August 2006
Skills
Hedge Funds, Capital Markets, Credit Derivatives, Credit, Project Management, Derivatives, Structured Products, Cross-functional Team..., Interest Rate...
Education
University of Michigan 2004 — 2008
B.S.E., Industrial and Operations Engineering
Maumee High School 2000 — 2004
Bank of America / Merrill Lynch 1996 - Present
Skills
Series 7, Series 63, Series 24, Series 6, Sales Management, Mortgage Lending, Small Business Lending, Asset Based Lending, Cash Flow Lending, Securities Lending
Education
University of North Carolina at Greensboro
Morgan Stanley January 2014 - Present
Morgan Stanley June 2010 - Present
Bank of America / Merrill Lynch May 2007 - June 2010
Lehman Brothers March 2005 - April 2007
Skills
AML, Securities, KYC, FINRA, OFAC, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Leadership, Communication, Community Outreach, Due Diligence, Leadership Development, Operational Due..., Operational Risk, Series 24, Series 63, Series 7, Team Leadership, Banking, Capital Markets, Risk Management
Education
University of Maryland College Park
BA, Spanish/Business Mgmt
University of Maryland University College
MS, Management
University of Maryland University College
MBA, Masters of Business
Bank of America June 2014 - Present
Bank of America & Merrill Lynch July 2012 - May 2014
JPMorgan Chase Bank October 2011 - June 2012
Merrill Lynch August 2010 - December 2010
Ruite System February 2008 - September 2009
China Construction Bank July 2002 - January 2008
Skills
Cantonese, Mandarin, English, Financial Analysis, business valuation,..., Financial Modeling, Investments, Accounting, Portfolio Management, Business Valuation, Forecasting, Banking, Finance, Bloomberg, Valuation, Budgets, Cash Flow, Corporate Finance, Excel Macro, VBA
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2009 — 2011
Master, MBA
Bank of America Merrill Lynch January 2015 - Present
Bank of America / Merrill Lynch January 2012 - Present
Bank of America / Merrill Lynch July 2010 - January 2012
Memory Computational lab, University of Pennsylvania November 2009 - May 2010
Independence Blue Cross 2009 - 2009
Infosys Technologies Limited June 2007 - August 2008
DRDO (Defense Research and Development Organization) January 2007 - May 2007
Skills
Java, SDLC, Software Development, Python, Application Development, Perl, Programming, J2EE, iPhone development, iOS SDK, iPad Development, Oracle, SQL, C++, Web Services, Java Enterprise Edition, iPad, Software Design, Mobile Applications, Agile Methodologies, JavaScript, Algorithms, Requirements Analysis, Data Analysis, Management
Education
University of Pennsylvania 2008 — 2010
MS, Computer Systems and Networking
Institute of Technology, Nirma University 2003 — 2007
B.Tech, Electronics and Communciation
UBS Financial Services, Inc May 2010 - Present
Bank of America / Merrill Lynch October 2009 - May 2010
Banc of America Investments October 2004 - October 2009
Morgan Stanley Smith Barney 1998 - 2004
Morgan Stanley 1996 - 1998
Education
UC San Diego 1994 — 1998
B.A.
Microsoft May 2015 - Present
PMI San Diego Chapter October 2014 - Present
itSMF USA San Diego LIG October 2014 - Present
New Horizons Computer Learning Centers of Southern California June 2013 - April 2015
UPA Investments, Inc October 2011 - June 2013
Bank of America / Merrill Lynch January 2011 - October 2011
WISEDV September 2007 - January 2011
OPEX Corporation September 2006 - September 2007
Technocrats Plus, Inc January 2001 - August 2006
Aonix 1999 - 2000
Skills
CRM, Management, Leadership, Selling, Business Development, Sales, Account Management, Real Estate, Training, Marketing, Customer Satisfaction, Customer Service, Start-ups, Sales Operations, Product Management, Negotiation, Project Management, Marketing Strategy, Residential Homes, New Business Development, Team Building, Networking, Enterprise Software, Cloud Computing, Sales Management, Coaching, Team Leadership, Social Media Marketing, Consulting, Solution Selling, Direct Sales, Salesforce.com, Sales Process, Product Marketing, International Event..., IT Service Management, Mentoring
Education
University of Bridgeport 1987 — 1995
Bachelor of Science (B.Sc.), Computer Science
Jeevan Sadhana, Vadodara, Gujarat, India 1981 — 1985
High School Diploma, Science
Bank of America / Merrill Lynch 2004 - Present
SMC Options Managment 2003 - 2004
Sole Proprietor 2001 - 2003
Jes Securities LLC 1998 - 2001
Skills
Series 3, Electronic Trading, Options Strategies, Market Making, Options, ETFs, Traders, Series 63, Series 7, Trading Systems, Volatility, Equity Trading, Equity Derivatives, Trading Strategies, Hedging, Stocks, Derivatives, Equities, Trading, Proprietary Trading, Financial Markets, Capital Markets, Portfolio Management, Risk Management, Risk, Investments, Volatility Arbitrage, Market Data, Bloomberg, Securities, Arbitrage, Technical Analysis, Order Management, Business Analysis, Customer Relations, Financial Modeling, Series 55, Customer Service, Commodity, Fixed Income, Structured Products, Prime Brokerage, Hedge Funds, Alternative Investments, Swaps, Bonds, FX trading, Currency, FX Options, FINRA
Education
University of Iowa 1991 — 1995
Finance, General
Bank of America / Merrill Lynch June 1995 - Present
Skills
Public Speaking
Education
University of Illinois at Chicago 1995 — 1999
Bank of America Merrill Lynch October 2014 - Present
BankofAmerica September 2011 - October 2014
Bank of America / Merrill Lynch 1996 - September 2011
First Union May 1991 - July 1993
Skills
Disaster Recovery, SDLC, Windows, Integration, Infrastructure, Vendor Management, Business Continuity, Enterprise Architecture, Data Center, IT Strategy, PMP, Virtualization, ITIL, Security, Active Directory, IT Management
Education
University of North Carolina at Charlotte 1983 — 1986
BSEE, Computer Engineering
Bank of America / Merrill Lynch February 2012 - Present
Bank of America / Merrill Lynch December 2008 - February 2012
Merrill Lynch October 2006 - December 2008
Idea Integration 2004 - 2006
Skills
MCSE, Unix Operating Systems, Network Administration, Scripting, COBOL, VBScript, VB.NET, Microsoft SQL Server, Microsoft Exchange, Windows Server, Microsoft Certified..., Active Directory, Servers, Visio
Education
University of North Florida 1996 — 1998
BS, Computer Science, Economics
Clay High School
Merrill Edge April 2015 - Present
Bank of America / Merrill Lynch June 2010 - March 2015
Merrill Lynch January 2008 - May 2010
Merrill Lynch May 2006 - January 2008
University of Northern Colorado 2004 - 2006
Skills
Series 7, FINRA, Financial Services, Risk Management, Customer Service, Microsoft Excel, Management
Education
University of Northern Colorado 2001 — 2006
Bachelor of Science, Business Administration; Marketing
Sandy Group, a Division of GP Strategies November 2013 - Present
GP Strategies Corporation February 2013 - November 2013
TEKsystems February 2012 - February 2013
Bank of America / Merrill Lynch January 2011 - March 2011
Colliers Monroe Friedlander 2010 - 2010
United States Air Force March 2001 - September 2004
Skills
Business Analysis, Process Improvement, SharePoint, PeopleSoft, Data Analysis, Analysis, Microsoft Office, Microsoft Excel, Costpoint, Deltek, Vendor Management, Valuation, Forecasting, Accruals, FAR, Contract Pricing, Financial Analysis, Financial Reporting, Cost Accounting, Financial Modeling, Business Process..., Management
Education
Shidler College of Business 2009 — 2011
Bachelor’s Degree, Finance, 3.9
University of Hawaii at Manoa
Chapdelaine Tullett Prebon September 2014 - Present
Bank of America Merill Lynch February 2011 - August 2014
BANK OF AMERICA / MERRILL LYNCH November 2008 - February 2011
Merrill Lynch May 2008 - November 2008
Merrill Lynch February 2007 - May 2008
Prudential Investment Management November 2004 - August 2006
Skills
Fixed Income, Bloomberg, Derivatives, Series 7, Credit, CDS, Credit Derivatives, Middle Office, Bonds, Settlement, Structured Products, Investments, Finance, Trading
Education
NEW YORK UNIVERSITY New 2004 — 2007
School, Certificate in Finance and International Business
Rutgers University 1999 — 2004
Bachelor of Science (B.S.), Finance
University of Reading 2003 — 2003
Study Abroad, Electives
Bank of America / Merrill Lynch September 2011 - Present
Bank of America January 2011 - December 2011
Bank of America January 2005 - July 2009
Skills
Visio, ARIS, Microsoft Excel, Windows, IBM Mainframe, Microsoft Technologies, Lean Manufacturing, Process Improvement, Customer Service, Risk Management, Employee Engagement, Banking, Portfolio Management, Business Analysis, Business Requirements, SDLC, Analysis, Forecasting, Management, Integration, IT Operations, Program Management, Testing, Disaster Recovery, Access, Training, Change Management, PowerPoint, Business Process..., Budgets, Project Management, System Administration, Team Leadership, Strategic Planning, Microsoft Office, Vendor Management, Analytics, Performance Management, SQL
Education
University of Massachusetts Boston 1990 — 1994
4 year, Economics
JPMorgan Chase 2013 - Present
Bank Of America / Merrill Lynch 2002 - 2012
Holland Capital Management 1997 - 2000
Skills
Electronic Trading, Equity Trading, Options Trading, Futures Trading, Algorithms, Direct Market Access, Trading Systems, Brokerage, Investment Management, Proprietary Trading, Options, Series 7, Prime Brokerage
Education
University of Illinois at Chicago
Bachelor of Science, Finance