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, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch July 2015 - Present
Bank of America April 2014 - July 2015
Bass Pro Shops October 2013 - July 2014
Century 21 Experience August 2010 - April 2014
Fossil April 2011 - March 2014
Los Angeles Clippers October 2012 - May 2013
Bank of America June 2008 - May 2010
Oakley October 2006 - June 2008
Skills
Computer Proficiency, Time Management, Sales, Customer Service, Retail, Teamwork, Inventory Management, Microsoft Word, Microsoft Office, Team Building, Data Entry, Finance, Critical Thinking, Leadership, Customer Satisfaction, Sales Management, Outlook, Research, Training, PowerPoint, Analysis, Retail Sales, Coaching, Telephone Skills, Financial Analysis, Employee Relations, Payroll, Event Planning, Management, Social Networking, Data Analysis, Fundraising, Marketing, Public Speaking, Public Relations, Microsoft Excel, Facebook, Process Scheduler, Social Media, Sports, Risk Management
Education
Cal State San Bernardino 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Chaffey College 2007 — 2011
Associate's degree, social and behavioral science
Bank of America Merrill Lynch June 2004 - Present
Merrill Lynch May 2002 - June 2004
Axiom Design Systems October 2001 - April 2002
Skills
Budgets, Policy, Internal Controls, Procurement, Real Estate, Microsoft Excel, Strategic Planning, Microsoft Office, Finance, Business Analysis, Vendor Management, Administrative..., Office Administration, Office Management, Banking, Bloomberg, Capital Markets, Equities, Investment Banking, Administrative..., Financial Analysis, Fixed Income
Education
Hunter College 1999 — 2001
Bachelors Degree, Sociology
Sullivan Community College 1997 — 1999
Associates Degree, Human Services
Localwise August 2014 - Present
New York Professional Advisors for Community Entrepreneurs (NYPACE) 2010 - Present
Parnassus Investments 2013 - 2013
HLM Venture Partners 2012 - 2012
Bank of America Merrill Lynch 2007 - 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Claremont McKenna College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Scarsdale High School 1999 — 2003
Kurt Salmon July 2015 - Present
Kurt Salmon June 2014 - June 2015
Bank of America Merrill Lynch June 2013 - August 2013
Relationship Science June 2012 - August 2012
T.C. Ziraat Bank A.S. June 2011 - August 2011
Dynasty Jewelers June 2010 - August 2010
Skills
Data Analysis, Stata, Statistical Data..., Financial Analysis, Project Management, Microsoft Office, Microsoft Excel, Financial Services, Excel Models, Market Research, Analysis, Financial Modeling, Public Speaking, Business Process Mapping, Program Management
Education
Cornell University 2010 — 2014
Bachelor's degree, A&S - Economics Major
Charles University in Prague 2013 — 2013
Jericho High School 2006 — 2010
Supreme Energy, Inc. August 2012 - Present
Frogmen Logistics May 2013 - May 2014
Supreme Energy, Inc. February 2012 - August 2013
McMaster-Carr April 2011 - February 2012
McMaster-Carr August 2010 - March 2011
Bank of America Merrill Lynch July 2007 - July 2010
Harbor Energy May 2005 - August 2005
Skills
Strategy, Mergers & Acquisitions, Finance, Financial Analysis, Equities, Investments, Financial Modeling, Management, Entrepreneurship, Start-ups, Business Planning
Education
Darden Business School 2012 — 2014
Master of Business Administration (M.B.A.), General Management
Wake Forest University 2003 — 2007
B.A., Economics
Charles University in Prague 2006 — 2006
Economics, Psychology
Aksia June 2015 - Present
Bank of America Merrill Lynch April 2014 - May 2015
Skills
Highly personable, Highly Organized &..., Highly self-motivated, Oral & Written..., Highly detail oriented
Education
Chapman University 2012 — 2016
BS in Business Administration, Minor in Psychology, Finance Emphasis, Senior
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2008 - August 2013
Morgan Stanley September 2006 - January 2008
Morgan Stanley June 2003 - September 2006
Education
Champlain College 1999 — 2003
Bachelor of Science, Business
Bank of America Merrill Lynch February 2015 - Present
Bank of America October 2013 - May 2014
Bank of America January 2010 - September 2013
NFL Network August 2009 - November 2011
Bank of America January 2007 - December 2009
Skills
Management, Customer Service, Microsoft Office, Sales Management, Risk Management, Team Management, Administrative..., Banking, Event Planning, Sales, Loans, Social Media, Public Relations
Education
Chapman University 2006 — 2008
Bachelor's degree, Broadcast Journalism
Saddleback College
Associate's degree, General Studies
Bank of America/ Merrill Lynch June 2012 - Present
Skills
Account Management, Networking, Marketing, Training, Team Leadership, Process Improvement, Recruiting, Call Center, Strategic Planning, Team Building, Project Coordination, Budgets, Program Management, Project Planning, Troubleshooting, Data Entry, Windows, Access, Salesforce.com, Human Resources
Education
Jacksonville University 2008 — 2010
Masters, Business Administration
Chapman University 2004 — 2005
University of Northern Iowa 2002 — 2004
BA, Business Administration and Management, General
Cypress College 2000 — 2002
AA, Liberal Arts
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
Twitter September 2014 - Present
Merrill Lynch February 2012 - September 2014
Brookhaven National Laboratory September 2011 - December 2011
Bank of America Merrill Lynch May 2011 - August 2011
Briup Inc October 2009 - May 2010
Csuinfosoft Inc June 2009 - August 2009
Skills
Java, Subversion, SQL, C, C++, Linux, HTML, Python, Eclipse, Core Java, socket programing, Spring, Tomcat, JavaScript, JSP, Ant, J2EE, CSS, Maven, Servlets, CVS, NS2, Struts, Struts2, Hibernate, Unix Shell Scripting, Android
Education
State University of New York at Stony Brook 2010 — 2011
MS, Computer Science
Central South University 2006 — 2010
B.S, Computer Science
KPMG US May 2015 - Present
Bank of America Merrill Lynch June 2014 - May 2015
Bank of America Merrill Lynch June 2013 - August 2013
Oshkosh Defense May 2012 - December 2012
Skills
Operations Management, Manufacturing..., Six Sigma, Lean Thinking, Lean Manufacturing, Lean Operations, Lean Management, Visio, MS Project, Microsoft Excel, PowerPoint, People Skills, Connecting People, Project Management, Process Improvement, Business Process, Process Engineering, Strategic Planning, Organization, Global Mobility, Foreign Languages, Business Travel, International Business
Education
Purdue University - Krannert School of Management 2011 — 2014
Bachelor of Science (B.Sc.), Management/ International Business
CIMBA 2014 — 2014
Study Abroad, International Business
National Chengchi University
International Business
DaVita Kidney Care June 2015 - August 2015
KRG Capital July 2011 - July 2014
Bank of America Merrill Lynch 2009 - 2011
Skills
Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Financial Analysis, Valuation, Capital Markets, Mergers & Acquisitions, Investment Banking, Banking, Bloomberg, Investments, IPO, Finance, Portfolio Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Claremont McKenna College 2005 — 2009
Bachelor of Arts (B.A.), Economics and Finance
BNP Paribas November 2014 - Present
BNY Mellon September 2013 - August 2014
Happy Little Humans April 2011 - May 2013
NYSE Euronext May 2012 - August 2012
Bank of America Merrill Lynch June 2011 - September 2011
Victoria's Secret September 2009 - February 2010
Deutsche Bank June 2008 - September 2008
UBS Wealth Management November 2006 - April 2007
Skills
Market Data, Equities, Equity Trading, Derivatives, Securities, Swaps, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Economics, Analytics, Banking, Research, Portfolio Management, Project Management, FIX, CASS, Trading, Social Media, Organization, Russian, Flexibility, Adaptability, Java
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Business Administration, 3.1
City University London 2012 — 2012
Bachelor of Arts (B.A.), International Business
High School of Economics and Finance 2005 — 2009
3.9
Columbia University in the City of New York 2007 — 2007
Summer Program for High School Students, Business/Managerial Economics
Bank of America Merrill Lynch June 2015 - Present
The CMC Student Investment Fund May 2013 - Present
Rose Institute of State and Local Government September 2012 - Present
Claremont McKenna College September 2013 - Present
Hawk Ridge Management, LLC. June 2014 - August 2014
MeMD, Inc June 2013 - August 2013
Starbucks February 2012 - August 2012
Education
Claremont McKenna College 2012 — 2016
Chaparral High School 2008 — 2012
High School
Bank of America Merrill Lynch July 2014 - Present
Skills
Equities, Financial Modeling, Investments, Business Development, Nonprofits, Analysis, Finance, Investment Banking, Economics, Financial Analysis, Corporate Finance, Bloomberg, Portfolio Management, Private Equity, Valuation, Microsoft Office
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (BA)
The Doon School 2004 — 2010
International Baccalaureate Diploma
First Bank March 2015 - Present
Bank of America Merrill Lynch March 2004 - March 2015
Next Step Ventures, Inc. July 2003 - October 2005
QUALCOMM, Inc March 2001 - March 2004
Toysrus.com August 1999 - March 2001
Deloitte and Touche LLP September 1995 - August 1999
Skills
Finance, Due Diligence, Marketing, Banking, Accounting, Strategic Financial..., Business Strategy, Private Equity, Start-ups, New Business Development, Business Analysis, Risk Analysis, Project Management, Variance Analysis, Charities, Corporate Finance, Management, Auditing, Credit, Financial Analysis, Business Process, Financial Modeling, Mergers, Strategy, Portfolio Management, Treasury Management, Business Development, Management Consulting, Risk Assessment, Process Improvement, Budgets, Commercial Banking, Executive Management, Entrepreneurship, Leadership, Investment Banking, Loans, Credit Analysis
Education
Claremont McKenna College 1991 — 1995
BA, Economics and Accounting
Bank of America Merrill Lynch June 2015 - August 2015
Computer Mechanics On Call August 2013 - January 2014
Skills
Java, Programming, Python, JavaScript, Eclipse, Computer Programming, Matlab, SQL, PHP, UML, C/C++, MySQL, phpMyAdmin, JSP, Tomcat, Subversion, XML, C#, Maven, JDBC, Ant, Regular Expressions, Shell Scripting, Pthreads, Microsoft Database, Oracle, Microsoft SQL Server, SVN, Github, ERD, APIs, SQLite, LaTeX, node.js, C++
Education
Stony Brook University 2014 — 2016
Master's Degree, Computer Science
City University of New York-Brooklyn College 2011 — 2014
Bachelors, Computer Science
George W. Hewlett High School 2005 — 2009
High School, Sciences
Novo Nordisk A/S September 2013 - Present
Bank of America Merrill Lynch October 2008 - August 2012
Bank of America Merrill Lynch January 2008 - October 2008
Education
City University of New York-Hunter College 2004 — 2007
Bachelor's Degree, Economics and Political Science
Bank of America Merrill Lynch November 2006 - Present
Hawkins Delafield & Wood LLP October 1993 - November 2006
Skills
Securities, Equities, Fixed Income, Financial Modeling, Investments
Education
John Jay College of Criminal Justice 2001 — 2005
BA, Public administration
Bank of America Merrill Lynch 2003 - Present
Education
Champlain College
Public Relations, Advertising, and Applied Communication
Bank of America Merrill Lynch June 2007 - June 2011
Bank of America Merrill Lynch (LaSalle Bank) September 2001 - June 2007
Century 21 Dabbs South December 1997 - December 2001
The Northern Trust Company December 1987 - June 1997
Skills
Loans, Payments, Research, Portfolio Management, Customer Service, Due Diligence, Customer Relations, Team Building, Banking, Team Leadership, Process Improvement, Cash Management, Problem Solving, Coaching, Securities, Operations Management, Compliance
Education
Chicago State University
Finance
Bank of America March 1992 - Present
Bank of America Merrill Lynch October 2009 - September 2014
Merrill Lynch June 2004 - October 2009
Merrill Lynch/ Broadcort Capital Corp July 1999 - June 2004
Vice President July 1994 - July 1999
Merrill Lynch March 1992 - July 1994
Skills
Management, Leadership, Customer Service, Project Management, Financial Services, Vendor Management, Relationship Management, Trading, Sales, Hedge Funds, Investment Banking
Education
City University of New York 1975 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America Merrill Lynch January 2013 - May 2014
Merrill Lynch January 2013 - August 2013
Year Up August 2012 - August 2013
Rally August 2008 - August 2012
Skills
Finance, Stocks, Management, Teamwork, Data Analysis, Foreign Exchange, Accounting, Project Management, Access, Public Speaking, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research
Education
City University of New York-Hunter College 2008 — 2012
English Language and Literature, General
Monsignor McClancy Memorial Highschool 2004 — 2008
8th Floor Productions January 2014 - Present
Quiet Water Entertainment May 1995 - Present
Wells Fargo September 2013 - January 2014
Bank of America Merrill Lynch March 2013 - August 2013
Ten2One Entertainment May 2011 - December 2012
Momentum Worldwide July 2011 - November 2011
Spot Welders NYC March 2011 - April 2011
New York City Department of Probations January 2010 - September 2010
Bank of America July 2004 - June 2008
Donald Lawrence & The Tri-City Singers May 1992 - December 2007
Skills
Management, Leadership, Television, Entertainment, Project Management, Creative Direction, Finance, Customer Service, Microsoft Excel, Analysis, Access, Music Production, Financial Modeling, Banking, Commercial Real Estate, Post Production...
Education
Central Piedmont Community College 2013 — 2013
Marketing, Arts, Meadia CommunicationBroadcasting Production
Medgar Evers College - Brooklyn, NY / Legacy Media Group 2011 — 2011
ACE / Professional Studies Certificate, TV / Film Production
Clemson University 1991 — 1995
BS, Finance / Real Estate
Bank of America Merrill Lynch 2010 - Present
Wray Ward March 2009 - June 2010
LKM 1994 - 2009
Loeffler Ketchum Mountjoy 1994 - 2009
Skills
PowerPoint, Photography, Marketing Communications, Teamwork, InDesign, Management, Photoshop, Accounts Payable, Microsoft Excel
Education
Central Piedmont Community College
Advertising
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch July 2010 - July 2013
Merrill Lynch June 2009 - August 2009
Larsen & Toubro Limited August 2008 - October 2008
Skills
Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Hedge Funds, LBO, Due Diligence, Mergers, Leveraged Finance, Investments, Finance
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2009
MSc, Finance
University of Southern California - Marshall School of Business 2006 — 2006
Exchange Program
Università Commerciale 'Luigi Bocconi' 2004 — 2007
BSc, Management of Public Administration and International Institution
City University of Hong Kong 2008 — 2008
Private Equity and Venture Capital
National Chengchi University 2008 — 2008
Private Equity and Venture Capital
Fudan University 2006 — 2006
International Relations
Bank of America Merrill Lynch February 2013 - Present
Equitec Group October 2011 - September 2012
Kangaroo Trading July 2009 - September 2011
HDFC Bank May 2008 - July 2008
Claremont Graduate University September 2007 - April 2008
Cognizant Technology Solutions August 2006 - July 2007
Reliance Infocomm May 2004 - August 2004
Skills
Options, Quantitative Finance, Statistical Data..., Derivatives, Quantitative Analytics, Machine Learning, Business Analysis, Predictive Modeling, Data Mining, FX Options, Hedging, Risk Management, Capital Markets, Financial Markets, Structured Products
Education
ARPM
ARPM
Claremont Graduate School
M.S, Financial Engineering
Guru Nanak Dev University
B Tech, Electrical Engineering
Mount Carmel
Science
University of Illinois at Urbana-Champaign
Master's degree, Finance, General
Bank of America Merrill Lynch September 2011 - Present
Dog Days of Charlotte March 2010 - Present
Bank of America October 2010 - October 2011
Matrix Resources October 2008 - October 2010
Adecco October 2007 - October 2008
Brock Realty October 2000 - October 2007
Skills
Project Management..., Business Support, DMAIC & ECMS Process..., Telecom BSS, Business Analysis, PMO, Project Management, Process Improvement, SharePoint, Analysis, Project Coordination, Microsoft Excel, Business Process..., MS Project, Program Management, Data Analysis
Education
Mingle School of Real Estate 2006 — 2006
Broker License, Real Estate
University of North Carolina at Charlotte 2003 — 2005
Bachelor, Criminal Justice, Sociology
Central Piedmont Community College 2000 — 2003
Transfer, Business
Bank of America Merrill Lynch February 2013 - February 2015
AIGTS January 2012 - January 2013
MorganStanley October 2009 - April 2012
MorganStanley April 2006 - October 2009
Ocwen Financial June 2004 - September 2005
Ocwen Financial Solutions May 2003 - June 2004
MeritaNordbanken 1997 - 2001
Unisys 1995 - 1997
Skills
PMP, Shell Scripting, CISSP, Cisco, routing, Switches, RedHat, Linux, Windows Server, System Administration, Perl, Netscreen, PIX, Juniper, Checkpoint, Iptables, DNS, RSA SecurID, IT Management, Troubleshooting, Technical Training, Technical Documentation, Business Process..., Firewalls, Soft Skills, CISM, Cisco Technologies, Routing, Management, Security, Integration, Disaster Recovery, ITIL, Infrastructure, Network Security, Networking, Computer Security, IT Operations, System Deployment, Microsoft Exchange, Enterprise Software
Education
City University of New York City College 1989 — 2007
BS
Shanghai University 2005 — 2005
Finance
The Priory School 1984 — 1989
Calabar High School 1982 — 1984
Bank of America Merrill Lynch April 2012 - Present
Highbridge Capital Management October 2005 - April 2012
SIAC December 2001 - October 2005
Instinet Corporation 1999 - 2001
AIG May 1998 - September 1999
Bristol-Myers Squibb May 1996 - May 1998
Merrill Lynch May 1995 - May 1996
Bell Laboratories May 1993 - May 1995
AT&T April 1991 - May 1993
AT&T May 1989 - March 1991
Skills
Oracle, Data Warehousing, Databases, ETL, Unix, PL/SQL, Microsoft SQL Server, SQL, Sybase, Performance Tuning, Software Development, SQL Tuning, Informatica, Solaris, DB2, T-SQL, Cognos, C++, System Administration, HP-UX, Hedge Funds, Data Integration, Java, Business Intelligence, Perl, C#, Informix, Trading, Erwin, Database Design, Shell Scripting, Unix Shell Scripting, Data Migration, Enterprise Architecture, SDLC, Data Warehouse...
Education
Monmouth University 1986 — 1989
MS, Computer Science
Chung Yuan Christian University 1982 — 1986
BS, Civil Engineering
Citi September 2011 - Present
Bank of America Merrill Lynch May 2010 - September 2011
Merrill Lynch September 2005 - August 2010
Connotate Technologies June 2002 - August 2005
Skills
CAB, WPF, Agile Methodologies, Market Data, C#, Multithreading, SDLC, Electronic Trading, Web Services, .NET
Education
City University of New York-Brooklyn College 1997 — 2000
BS, Computer Science
Bank of America Merrill Lynch February 2015 - Present
Maize and Blue Fund September 2012 - May 2014
State Street Global Advisors June 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
General Atomics June 2009 - July 2012
General Atomics June 2007 - June 2009
General Atomics June 2006 - December 2006
Skills
Equity Research, Portfolio Management, Financial Modeling, Strategy, Nuclear, Risk Management, Monte Carlo Simulation, Equity Derivatives, Mathematical Modeling, Matlab, Data Analysis, Nuclear Engineering, Business Analysis, VBA, Fortran, Simulations, Program Management, Chemical Engineering, Energy, Corporate Finance, Numerical Analysis, Investments, Valuation, Financial Analysis, Bloomberg, Microsoft Excel, Equities, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
China Europe International Business School (CEIBS) 2014 — 2014
Study Abroad, Finance, General
University of Michigan 2005 — 2006
MSE, Nuclear Engineering
University of Michigan 2002 — 2005
BSE, Chemical Engineering
University of Michigan 2002 — 2005
BSE, Nuclear Engineering
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch December 2013 - Present
Hearts Beat as One Foundation September 2014 - Present
Habitat Young Professionals of Charlotte August 2014 - July 2015
Bank of America Merrill Lynch November 2013 - January 2015
Habitat Young Professionals of Charlotte August 2013 - July 2014
Bank of America Merrill Lynch January 2012 - December 2013
Bank of America Merrill Lynch August 2013 - November 2013
Habitat Young Professionals of Charlotte August 2012 - July 2013
Bank of America Merrill Lynch May 2010 - July 2013
Skills
Strategy, Leadership, Process Improvement, Public Relations, Non-profit Board..., Competitive Analysis, Management, Financial Analysis, Banking, Event Planning, Corporate Finance, Public Speaking, Microsoft Excel, Spanish, Risk Management, Community Service, Volunteer Management, Fundraising, Finance, Microsoft Office, Employee Engagement, Diversity & Inclusion, Organizational..., User Adoption, User Experience, Graphic Design, Investor Relations, News Writing, Change Readiness, Integrated Marketing..., SharePoint Designer, InfoPath Forms, Emergency Medicine
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
B.S.B.A., Corporate Finance, Public Relations
Central Piedmont Community College 2015 — 2015
Emergency Medical Education Program, Emergency Medical Technology/Technician (EMT Paramedic)
International Baccalaureate 2002 — 2006
International Baccalaureate Diploma
Bank of America Merrill Lynch July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Silicon Valley Community Foundation May 2012 - August 2012
S3 Technical Solutions June 2011 - September 2011
Skills
Bloomberg Terminal, SPSS, Microsoft Office, Maptitude, ArcGIS, Maple
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (BA), Economics
Claremont McKenna College 2010 — 2014
Master's degree, Finance
Miramonte High School 2006 — 2010
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch July 2014 - January 2015
Bank of America Merrill Lynch August 2012 - July 2014
Merrill Lynch June 2011 - August 2011
The Henley Group Ltd October 2010 - December 2010
BMCE Capital May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, French, Spanish, Arabic, English, Trading, Equity Trading, Financial Modeling, Accounting, Equity Valuation, Options, Derivatives, Fixed Income Analysis
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics - Magna Cum Laude
The American School of Tangier 2000 — 2008
City University of Hong Kong
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Yale University December 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Yale University August 2012 - January 2013
International Monetary Fund May 2009 - August 2012
International Monetary Fund June 2008 - May 2009
Marshall & Stevens February 2008 - May 2008
Tata Consultancy Services September 2006 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Economics, Data Analysis, Due Diligence, Bloomberg, Analysis, Research, Management Consulting, Econometrics, Stata, Eviews, Macroeconomics, Derivatives, Fixed Income, Finance, Quantitative Analytics, Statistics, Emerging Markets, Capital Markets, Investment Banking, Equity Research
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
MS, Financial Engineering Management
Punjab Engineering College 2002 — 2006
B.E, Electrical Engineering
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch December 2005 - November 2009
Refco Securities LLC May 2005 - November 2005
New York Life Investment Management LLC November 2004 - May 2005
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor of Science Degree, Accounting
Bank of America Merrill Lynch February 2015 - Present
Planned Parenthood Federation of America January 2014 - January 2015
Cardinal McCloskey Services March 2012 - January 2014
Morgan Stanley July 1996 - March 2012
Skills
Fluent Spanish, Administrative..., Outlook, PowerPoint, Lotus Notes, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Nonprofits, Fundraising, Administration, Customer Service, Calendaring, PeopleSoft, Research
Education
Kaplan University Online 2011 — 2014
Bachelors of Science, Paralegal Studies
John Jay College of Criminal Justice 2001 — 2002
Bachelor of Science, Criminal Justice
Bank of America Merrill Lynch June 2015 - Present
Georgetown University Office of Advancement September 2012 - May 2015
Troob Capital Management, LLC May 2014 - August 2014
Skills
ACT Database, Constant Contact, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Leadership, Organization
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Major: Political Economy Minor: Business Administration (McDonough School of Business)
City University of Hong Kong 2014 — 2014
Exchange Program
Kellenberg Memorial High School 2008 — 2012
Valedictorian & Most Outstanding Student
QuikForce September 2014 - Present
Tencent (WeChat) August 2014 - Present
MIT Media Lab August 2014 - Present
Choson Exchange May 2010 - Present
Bank of America Merrill Lynch February 2012 - August 2013
Bank of America Merrill Lynch July 2010 - February 2012
Treehouse Restaurant January 2008 - April 2010
RSM Tenon April 2009 - August 2009
UBS Investment Bank May 2008 - August 2008
Perfectscore Education January 2004 - February 2008
Skills
Entrepreneurship, Business Strategy, Leadership, Financial Analysis, Product Management, Cross-functional Team..., Mobile Product..., Financial Modeling, Strategy, Investments, Valuation, Analysis, Business Development, Private Equity, Start-ups, Due Diligence, Economics
Education
Harvard University 2013 — 2015
Masters in Public Policy, Business and Government
Massachusetts Institute of Technology 2013 — 2015
Teaching Fellow at MIT Media Lab
Princeton University 2014 — 2014
Liechtenstein Institute on Self-Determination
Singapore Management University 2006 — 2010
Double Degree in Accountancy and Business Management, Finance
City University London 2009 — 2009
Investment Banking, Finance, and Equity Research, Cass Business School
Hwa Chong Junior College 2002 — 2003
Bank of America Merrill Lynch 2007 - Present
Merrill Lynch 2003 - 2007
Merrill Lynch 1999 - 2003
Skills
Capital Markets, Series 7, Equities, Derivatives, Bloomberg, Hedge Funds, Trading
Education
City University of New York-College of Staten Island 1999 — 2003
Bachelor's Degree, Business Finance
Bank of America Merrill Lynch 2015 - Present
Merrill Lynch 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Skills
Trading Systems, Prime Brokerage, SDLC, Agile Methodologies, DB2, Derivatives, Electronic Trading, Equity Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Investment Banking, Low Latency, Middle Office, Options, Requirements Analysis
Education
Brooklyn College
Bachelor, Computer Science
Ares Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
The CMC Student Investment Fund September 2009 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Financial Economics Institute June 2010 - May 2011
Skills
Bloomberg Terminal, FactSet, Financial Analysis, Financial Modeling, Microsoft Office, Stata, Valuation
Education
Claremont McKenna College 2008 — 2012
Master of Finance; Bachelor of Arts, Financial Economics
Bank of America July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
First Lego League Qualifiers January 2011 - January 2011
Destination Real Estate February 2006 - December 2010
Alpine Cinemas November 2004 - February 2006
Skills
Agile Methodologies
Education
City University of New York City College 2007 — 2012
Bachelor's, Computer Science, Cum Laude
City University of New York City College
Personnel Time off April 2014 - Present
Barclays June 2013 - April 2014
Citigroup September 2011 - March 2013
Bank of America Merrill Lynch March 2010 - August 2011
Starpoint Solutions January 2006 - March 2009
JPMorgan Chase May 2001 - December 2005
Skills
SDLC, PMO, Business Analysis, Business Intelligence, Process Improvement, Project Management, Software Development, Risk Management, Change Management, Agile Methodologies, CRM, Quality Assurance, Integration, Management, Cross-functional Team..., Analysis, Project Planning
Education
City University of New York-College of Staten Island
BSEE, Elecrical Engineering
HONEYGRiP September 2007 - Present
Jefferies & Company July 2007 - Present
Bank of America Merrill Lynch December 2006 - July 2007
Skills
Blogging, Radio, Social Media, New Media, Entertainment, Social Networking, Social Media Marketing, Advertising, Writing, Public Speaking, Marketing, Event Planning, Event Management, Public Relations, Fashion
Education
CUNY School of Professional Studies 2011 — 2012
Bachelor of Arts (B.A.), Communications and Culture, 3.0
Hunter College 2006 — 2007
Communication and Media Studies
ITG May 2015 - Present
Bank Of America, Merrill Lynch April 2012 - March 2015
Signature Consultants at Bank of America Merrill Lynch January 2011 - April 2012
Barclays Capital February 2009 - December 2010
Lehman Brothers September 2007 - October 2008
Thomson Financial October 2006 - September 2007
Fidelity National Information Services July 1998 - October 2006
Skills
Windows, System Deployment, Unix, Autosys, Sybase, Sybase IQ, Sybase Replication, Precise, BBDA, Linux, MS SQL, Ksh, Korn Shell scripting, ETL, Microsoft SQL Server, Data Modeling, Disaster Recovery, Security, System Administration, Solaris, Replication, Servers, IIS, Integration, SQL
Education
City University of New York-Brooklyn College
BS in Computer & Information Science
Chapman University Investment Group (CUIG) August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NAI Capital March 2015 - May 2015
Lawndale Capital Management May 2013 - August 2014
Chapman University October 2012 - May 2013
Dave Fromer Soccer Camp January 2010 - August 2012
Skills
PowerPoint, Public Speaking, Customer Service, Microsoft Excel, Financial Analysis, Accounting, Analysis, Financial Modeling, Valuation, Finance, Data Analysis, Investment Analysis, Analytics, Investments, Research
Education
Chapman University 2012 — 2016
Bachelor's Degree, Business Administration, Finance Emphasis and Economics Minor
Tamalpais High School 2008 — 2012
G.E.
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2015 - August 2015
Bank of America August 2012 - June 2015
Bank of America July 2007 - July 2012
Green Tree Servicing May 2005 - June 2007
Adecco Group June 2004 - May 2005
Education
City Colleges of Chicago-Harry S Truman College 1993 — 1994
business system certificate, Computer Systems
Bank of America Merrill Lynch June 2015 - Present
Middlebury Campus September 2012 - Present
Middlebury College February 2013 - Present
CPEX Real Estate June 2014 - August 2014
U.S. Embassy Ottawa July 2012 - September 2012
US Embassy Ottawa July 2011 - September 2011
Skills
Social Media, Research, International Relations, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint, Fundraising, Time Management, Goldmine, Stata, Journalism
Education
Middlebury College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Arabic
Choate Rosemary Hall 2009 — 2012
High School Diploma
Middlebury College Language School 2013 — 2013
Rutgers University April 2015 - Present
Tween Brands July 2010 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Rutgers University September 2014 - May 2015
Rutgers University January 2014 - January 2015
Skills
SPSS, Qualtrics, Amazon Mechanical Turk, Human Subjects Research, Research Proposals, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Psychology, Research, Data Analysis, Time Management
Education
City University of New York-John Jay College of Criminal Justice 2015 — 2017
Master of Arts (M.A.), Forensic Psychology
Rutgers University-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Psychology, 3.915
Sagitec Solutions LLC March 2013 - February 2014
Bank of America Merrill Lynch January 2013 - January 2014
Magellan Health August 2008 - March 2012
Coventry Health Care, an Aetna Company June 2004 - July 2008
DHL April 2001 - May 2004
Maxis Berhad November 1996 - April 2001
Skills
Infrastructure, VMware, System Deployment, NetApp, SQL, Unix, Oracle, SDLC, Agile Methodologies, Amazon Web Services..., Cloud Computing, Computer Security, EMC Storage, JBoss Application Server, Oracle Service Bus, Weblogic Administration, WebSphere Application..., Puppet, Performance Testing..., Application & Network..., Linux System..., Windows Server, Apache Web Server \ IHS, IBM AIX, HP-UX, HP Proliant, Brocade Fibre Switches, J2EE Web Services, Disaster Recovery, Capacity Planning
Education
City University of New York
Master of Science (M.Sc.), Computer Science
City University of New York
Bachelor’s Degree, Computer Science
Goldman Sachs July 2015 - Present
Rose Institute of State and Local Government September 2011 - Present
Student Investment Fund August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
CFA Institute October 2013 - January 2014
UCOP June 2013 - August 2013
Vista Point Advisors June 2012 - August 2012
Skills
Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Due Diligence, Valuation, Qualitative Research, Stata, Humor, Editing, Writing, Bloomberg, Capital IQ, Leadership
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting (with Honors)
Miramonte High School 2007 — 2011
Bank of America Merrill Lynch March 2015 - Present
BB&T LIFE INSURANCE CHARLOTTE 2014 - February 2015
URS Corporation February 2014 - July 2014
Adecco Human Resources AG 2013 - 2014
Bank of America April 2006 - July 2013
Cafe Sienna. Holiday Inn Charlotte ctr city June 2006 - February 2007
Cigna September 2000 - October 2005
Skills
Concur, Administrative..., Travel Arrangements, 10 Key, Spreadsheets, SharePoint, 60 WPM, Mortgage Banking, Credit, Microsoft Excel, Access, Lotus Notes, Visio, Residential Mortgages, Banking, Notary Public, Office Administration, Calendars, Event Planning, Fax, Expense Management, Office Equipment, Executive Support, Expense Reports, Calendaring, Telephone Skills, Office Management, Microsoft Office 2007, Confidentiality, Data Entry, Expenses, Meeting Planning, Customer Service, Outlook, Microsoft Word
Education
QC Design 2013 — 2014
Staging/ReDesign
JSCU metropolitan college 2013 — 2013
Business Administration and Management, General
Central Piedmont Community College 2010 — 2012
Business Administration and Management, General
Paul Weiss Rifkind Wharton June 2015 - Present
ABB January 2014 - Present
Morgan Stanley May 2012 - July 2013
Bank of America Merrill Lynch February 2009 - October 2012
Banc of America Securities August 2007 - February 2009
FlexTrade Systems, Inc June 2005 - February 2007
FalconStor Software, Inc 2004 - 2005
Skills
MS Project, FIX, Equity Program Trading, Trading Systems, Mercury Quality Center, Quality Assurance, Testing, Verbal and Written..., MS..., User-Level Unix/Linux, Perl Basics, Order Management Systems, Smart Order Routing, Algorithmic Trading, User-Level SQL Basics, Confluence, Business Analysis, Software Project..., Knowledge of ETFs, XML, Equities, Quality Center, Trading System, SQL, Order Management, Routing, SDLC, Trading, Electronic Trading, Agile Methodologies
Education
City University of New York
B. Tech. in Computer Systems
Bank of America Merrill Lynch November 2013 - Present
JPMorgan Chase November 2010 - November 2013
JPMorgan Chase May 2008 - May 2010
E1 Asset Management. August 2007 - May 2008
Skills
Fixed Income, Equities, Derivatives, Middle Office, Investment Banking, Prime Brokerage, Equity Derivatives, Swaps, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Credit Derivatives
Education
City University of New York City College
B.A., Economics
Bank of America Merrill Lynch September 2015 - Present
Citigroup 2006 - 2015
Bear Stearns October 2003 - December 2005
Bear Stearns September 1999 - April 2003
Skills
Fixed Income, Prime Brokerage, Equities, Series 7, Series 63, Bonds, Financial Services, Hedge Funds, Investment Banking, Mutual Funds, Portfolio Management, Securities, Trading, Banking, Finance, Risk Management, Client Services, Derivatives, Capital Markets
Education
City University of New York City College 1991 — 1995
BA, Pre law with a minor in Jewish Studies
City College of New York
B.A, Pre-law and Jewish Studies
BlackRock February 2011 - Present
Bank of America Merrill Lynch September 2010 - December 2010
Money Economics June 2010 - August 2010
Chabot College August 2007 - December 2008
Skills
MS Office Suite, Matlab, Chinese, Portfolio Management, Mutual Funds, Asset Allocation, Bloomberg, Data Analysis, VBA, Finance, Economics, Financial Risk, Quantitative Analytics, Analysis
Education
University of California 2009 — 2010
Bachelor of Arts, Economics
Chabot College 2006 — 2008
General Education
Bank of America Merrill Lynch July 2013 - December 2014
Dah Sing Bank July 2012 - July 2013
PricewaterhouseCoopers October 2009 - July 2012
Skills
Finance, Banking, Financial Risk, Capital Markets, Treasury, Internal Audit, Securities, Financial Services, Business Analysis, Management, External Audit, Regulatory Reporting, Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Accounting, Internal Controls, IFRS, Financial Modeling, Valuation
Education
UNSW Australia 2008 — 2009
Master’s Degree, Commerce (Major in Finance)
City University of Hong Kong 2005 — 2008
Bachelor’s Degree, Accounting
Syracuse University 2006 — 2006
Bachelor’s Degree, Student Exchange Program
Bank of America Merrill Lynch June 2015 - Present
GE Capital - Corporate Finance December 2011 - April 2015
Cumberland Pharmaceuticals August 2009 - January 2012
Akorn, Inc April 2008 - May 2009
Maxim Healthcare Services May 2006 - April 2008
Education
University of Kansas
Bachelor's Degree
Champlain College
Master's Degree, Business Administration and Management, General
Cisco Systems November 2013 - Present
Credit Suisse August 2012 - November 2013
JPMorgan Chase September 2011 - February 2012
Hughes Hubbard & Reed LLP July 2011 - August 2011
Bank of America Merrill Lynch January 2011 - May 2011
Capital Processing Solutions June 2009 - August 2009
Nipkow & Kobelt Inc. September 2005 - August 2006
Skills
Microsoft Excel, Outlook, Program Management, Accounts Payable, Finance, Human Resources, Accounting, Software Documentation, Accounts Receivable, Microsoft Office, CRM, Access, Microsoft Word, PowerPoint, Databases, Due Diligence, Sales, Time Management, Research, SharePoint, Internal Audit, Compliance, WebEx, Tableau, Basic HTML
Education
City University of New York-Brooklyn College 2007 — 2011
Bachelors of Science, Business Finance & Management
Borough of Manhattan Community College/CUNYNew 2004 — 2007
Associate of Arts, and Sciences; Office Operations
Jacqueline Kennedy Onassis High School 2002 — 2004
H.S. Diploma, Business
Bank of America Merrill Lynch June 2015 - Present
Fuqua School of Business 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Deloitte & Touche October 2009 - June 2013
IPP Financial Advisers Pte Ltd 2008 - 2008
Skills
Private Equity, Investments, Hedge Funds, Investment Banking, Auditing, Financial Services, Mutual Funds, Fund Accounting, CPA, Real Estate, Financial Analysis, Internal Controls, Financial Accounting, Financial Reporting, Financial Modeling
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Syracuse University 2005 — 2009
Bachelor, Finance & Accounting
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor, Accounting (CPA) and Finance
City University of Hong Kong 2008 — 2008
Bank of America Merrill Lynch April 2015 - Present
Newmark Realty Capital, Inc. February 2015 - Present
California Academy of Sciences January 2015 - Present
AEI Consultants July 2012 - January 2015
Hale Akua Garden Farm July 2014 - October 2014
San Francisco Zoo June 2011 - August 2011
Chabot Space & Science Center June 2009 - August 2009
Contra Costa Veterinary Hospital September 2005 - August 2008
Oakland Zoo June 2005 - August 2007
Skills
Research, Environmental Consulting, PowerPoint, Microsoft Office, Statistics, Public Speaking, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Social Media, SPSS, Photoshop, Teaching, Environmental Education, Wildlife Conservation, Sustainability, Data Analysis, ArcGIS
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Environmental Science
University of Sydney 2010 — 2010
Bachelor's Degree, Study Abroad
The College Preparatory School 2004 — 2008
High School
Bank of America Merrill Lynch December 2013 - Present
Fifth Third Bank September 2006 - November 2013
CBIZ July 2004 - September 2006
Group Management Services, Inc. November 2001 - July 2004
Robert Half International September 1998 - September 2001
Skills
Securities, Loans, College Recruiting, Banking, Talent Acquisition, Human Resources, Sales, Onboarding, Leadership, Employee Relations, Employee Benefits, Applicant Tracking..., Recruiting, Strategic Planning, Talent Management, Internet Recruiting, Strategic Sourcing, Executive Sales..., Cold Calling, Business Networking, EEO/AA Compliance, Diversity & Inclusion, Sourcing, Relocation, Background Checks, Employee Engagement, Performance Management, Succession Planning, Finance, Building Relationships, Technical Recruiting, Recruitment Advertising, Student Recruiting, Interviews, Competitive Analysis, Team Management, Relationship Building
Education
Clarion University of Pennsylvania 1988 — 1992
BA, Business
Boardman 1984 — 1988
Diploma
Bank of America Merrill Lynch July 2013 - Present
Morgan Stanley July 2012 - September 2012
Charoen Pokphand Group Co.,Ltd. June 2011 - August 2011
Finansia Syrus Securities June 2010 - July 2010
Skills
Microsoft Excel, Economics, PowerPoint, Financial Modeling
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Choate Rosemary Hall 2005 — 2009
High School Diploma
Lafayette College Investment Club May 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Quint Kessenich Goalie Camp June 2012 - June 2014
PMC Property Group, Inc June 2012 - August 2012
stickK.com, LLC May 2011 - June 2011
Skills
Social Media Marketing, Financial Modeling, Management, Start-ups, Entrepreneurship, Research, Leadership
Education
Lafayette College 2012 — 2016
International Affairs, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Study Abroad, Consumer Behavior
Shanghai Jiao Tong University 2013 — 2013
Study Abroad, Chinese Language and Culture
Choate Rosemary Hall 2011 — 2012
Post Graduate Year
McDonogh School 1998 — 2011
High School Diploma
Bank of America Merrill Lynch July 2013 - Present
Credit Suisse October 2005 - July 2013
Bloomberg LP August 2002 - September 2005
Skills
Microsoft Office, Excel, Word, Customer Service, Administration, Outlook, Administrative Support, Customer Relations, Problem Solving, Administrative..., Microsoft Excel, Microsoft Word, System Administration, Software Documentation, Training, Management
Education
Hunter College
Laguardia Community College
Barclays June 2015 - August 2015
Bank of America Merrill Lynch November 2014 - December 2014
Bicycles Against Poverty June 2013 - August 2013
Skills
Microsoft Office..., Investments, Finance, Financial Modeling, Microsoft Excel, Social Media, Strategic Planning, Marketing, Public Speaking, Entrepreneurship, Customer Service
Education
University of Denver 2013 — 2016
Bachelor of Science in Business Administration (BSBA), Finance
Syracuse University 2012 — 2013
Choate Rosemary Hall 2008 — 2012
High School Diploma
Movoto February 2015 - Present
AerCap August 2014 - February 2015
Windermere Real Estate June 2014 - October 2014
American Diabetes Association June 2013 - August 2013
College Solutions May 2012 - October 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Marketing Strategy, Microsoft Office, SPSS, Microsoft Word, Stata, Boomtown, Multiple Listing Service, Social Networking, Research, Networking, Social Media, Data Analysis, Teamwork
Education
Claremont McKenna College 2010 — 2014
Bachelor's degree, Economics and Psychology
Sammamish High School 2006 — 2010
USC Marshall School of Business September 2014 - Present
Reynolds American, Inc. 2015 - 2015
Bank of America Merrill Lynch April 2011 - April 2014
Union Bank June 2008 - March 2011
UBS May 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Risk, Risk Management, Credit, Analysis, Underwriting, Financial Analysis, Corporate Finance, Valuation, Cash Flow, Financial Services, Cash Management, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.)
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics, Finance, Philosophy
Industrial Plating & Machine and Bluefield Gear and Machine July 2012 - April 2013
Bank of America Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch January 2010 - April 2011
EquiFirst May 2004 - February 2009
HSBC 2000 - 2004
Skills
Direct Marketing, Brand Development, Cross-functional Team..., Thought Leadership, Sales Analytics, Project Management, People-oriented, People Development, Business Development, Business Process..., Process Improvement, Leadership, Account Management, Sales Management, Business Analysis, Risk Management, Business Analytics, Management, Forecasting, Mortgage Lending, Loans, Project Planning, Strategic Planning, Training, Business Planning, Start-ups, Analytics, Marketing Strategy, Customer Service, Entrepreneurship, Banking, New Business Development
Education
Queens University of Charlotte 2009 — 2011
MBA, Completed May 2011
Center for Creative Leadership 2007 — 2007
LDP, Leadership Development Program
Six Sigma 2003 — 2003
Yellow Belt, Six Sigma
Central Washington University 1989 — 1993
B.S., Finance, International Business Minor: Economics
Morgan Stanley 2014 - Present
JK-Group 2012 - 2014
Bank of America Merrill Lynch 2010 - 2012
enfoTech & Consulting Inc. 2008 - 2010
Ambac Financial Group, Inc. 2007 - 2008
ALLSector Technology Group 2006 - 2007
Skills
.NET, C#, ASP.NET MVC, WPF, WCF, ASP.NET, JavaScript, AngularJS, HTML5, WebApi, Node.js, SSO, LINQ, SAML, REST, jQuery, Agile Methodologies, Microsoft SQL Server, TFS, SDLC, JSON, Web Application Security, Visual Studio, XAML, ASP.NET AJAX, Silverlight, Oracle, SSRS, WinForms, AJAX, SQL, CSS3, BootStrap, Entity Framework, Software Design Patterns, Mobile Applications, KnockoutJS, ServiceStack, Git, nServiceBus, MVVM, PingFederate, Siteminder, Crystal Reports, Business Objects, WF, VSTO, UModel, NUnit, Merrill Lynch...
Education
City University of New York 2006 — 2007
Master of Science (M.Sc.), Computer Science
City University of New York 2000 — 2004
Bachelor of Science (B.Sc.), Computer Science, Dean's List
Theocratic Ministry School
Bank of America Merrill Lynch June 2007 - Present
Cole Taylor Bank September 2005 - June 2007
Fifth Third Bank October 2002 - March 2005
Victory Capital Management August 2000 - October 2002
La Salle Bank 1988 - 2000
LaSalle Bank N. A./ABN AMRO Parent Organization 1988 - 2000
LaSalle Bank 1988 - 2000
Balcor 1984 - 1988
Skills
Retirement, Pensions, Asset Management, Asset Managment, Investment Advisory, Investments, Defined Benefit, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Financial Analysis, Asset Allocation, Financial Services
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1978 — 1981
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1978
B.S., Accounting
Pacific Gas and Electric Company March 2015 - Present
Pacific Gas and Electric Company July 2013 - March 2015
KPMG May 2012 - June 2013
KPMG October 2010 - May 2012
Solar Electric Solutions January 2010 - May 2010
Bank of America Merrill Lynch July 2009 - December 2009
UCLA Anderson School of Management October 2007 - June 2008
Skills
Utility Industry, Greenhouse Gas, Electricity Markets, Sustainability..., Process Improvement, Lean Process Improvement, Data Analysis, Financial Analysis, Internal Controls, Microsoft Office, Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Financial Accounting, Microsoft Excel, Internal Audit, Risk Assessment, Sarbanes-Oxley, US GAAP, Cost Accounting, CPA, SOX 404, Financial Risk, Visio
Education
Presidio Graduate School 2014 — 2014
Certificate of Sustainable Energy Management
University of California, Berkeley 2013 — 2014
Extension Courses
City College of San Francisco 2012 — 2013
Alternative Energies, Geographic Information Systems (GIS), MySQL
Monash University
Economics, Geography
University of California, Los Angeles
Bachelor of Arts, Business-Economics and Geography (Double Majors), Accounting (Minor)
Synovus February 2015 - Present
Bank of America Merrill Lynch 2013 - 2015
Bank of America Merrill Lynch 2013 - 2013
Bank of America Merrill Lynch 2010 - 2013
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Robert Half Management Resources 2005 - 2006
Various 1995 - 2004
Skills
Human Resources, Human Capital, HR Transformation, Leadership Development, Strategic Leadership, Human Resource..., Strategic Human..., Learning Management, Organizational..., Organizational..., Organizational Learning, Talent Acquisition, Talent Developer, Organizational Talent, Talent Management, Onboarding, Succession Planning, Organizational Design, Workforce Planning, Temporary Placement, Executive Development, Executive Coaching, Global Talent..., International Business, Asia Pacific, Talent Pipelining, Graduate Recruitment, Wealth Management, Organizational Structure, Recruiting, Training, Performance Management, Strategy, Management, Leadership
Education
Pfeiffer University 2001 — 2003
MBA, Organizational Leadership
Clarion University of Pennsylvania 1990 — 1994
BSBA, Accounting
Oil City High School
Cook County Government 2012 - Present
Army National Guard November 2003 - Present
Bank of America Merrill Lynch 2007 - 2011
ABN AMRO 2004 - 2007
Moody's Investors Service 1999 - 2004
Education
University of Illinois at Urbana-Champaign - College of Business
MBA
Hunter College
Bachelor of Arts, Magna Cum Laude, Major: Economics; Minor: Mathematics
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch May 2009 - January 2013
Banc of America Investments June 2007 - November 2009
Banc of America Securities May 2004 - June 2007
Banc of America Securities March 1999 - May 2004
BNY Mellon August 1994 - March 1999
US Navy 1991 - 1994
Skills
Insurance, AML, Operational Risk, Banking, Financial Regulation, Bank Secrecy Act, USA PATRIOT Act, Securities, Financial Risk, OFAC, Series 7, Commercial Banking, Retail Banking, Fraud, Capital Markets, KYC, Compliance, Supervisory Experience, General Securities..., Series 24, Series 53, FINRA, Bloomberg, Investments, Back Office
Education
City University of New York-College of Staten Island
Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch 2005 - 2011
Bank of America Merrill Lynch 2005 - 2011
Merrill Lynch October 2005 - June 2009
NASD 2005 - 2005
Oppenheimer & Co. 2003 - 2005
McGuire & Associates 2001 - 2003
Merrill Lynch 2000 - 2001
Kings County District Attorney 1995 - 2000
Kings County District Attorney's Office 1995 - 2000
Skills
Securities Regulation, Securities Litigation, Arbitration, FINRA, Securities, Litigation, Commercial Litigation, Corporate Governance, Licensing, Criminal Law, AML, Legal Compliance, Corporate Law, Fraud, Legal Research, Internal Investigations, Legal Assistance
Education
Quinnipiac University School of Law 1992 — 1995
City University of New York-Brooklyn College 1985 — 1990
BA, History
Bank of America Merrill Lynch May 2011 - Present
Skills
Trading Systems, Statistical Arbitrage, Proprietary Trading, Quantitative Finance, Derivatives, Quantitative Analytics, Trading, Options, Bloomberg, Credit Derivatives, Equity Derivatives, Financial Engineering, Fixed Income, Monte Carlo Simulation, Market Risk, Portfolio Management, R
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
Bharati Vidyapeeth's College of Engineering 2001 — 2005
B.E., Electronics
Kaplan Educational Foundation December 2014 - Present
Bank of America Merrill Lynch September 2011 - Present
Girls Quest July 2010 - Present
Goldman Sachs July 2006 - September 2011
UBS Investment Bank June 2005 - August 2005
Nationwide Insurance June 2004 - August 2004
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, SDLC
Education
Claflin University 2002 — 2006
Bachelors, Management Information Systems
Cambridge International College 2002 — 2003
International Diploma, Business Management /Administration
Phillips February 2015 - Present
The Economist June 2013 - February 2015
Bank of America Merrill Lynch May 2012 - May 2013
Citigroup January 2011 - May 2012
APG Asset Management November 2010 - December 2010
Thomson Reuters February 2002 - April 2010
New York Life Insurance Company October 2001 - December 2001
Y-Merge September 2000 - August 2001
ILX Systems September 1997 - September 2000
Skills
.NET, C#, Oracle, ASP.NET, SQL Server, Web Services, Sybase, Visual Studio, SDLC, SQL, OOP, T-SQL, Unix, HTML, XML, Stored Procedures, IIS
Education
City University of New York-Brooklyn College 1994 — 2000
BS, Computer and Information Science
U.S. Bank February 2011 - Present
Bank of America Merrill Lynch October 2008 - February 2011
LaSalle Bank/ABN Amro March 2007 - October 2008
Skills
Capital Markets, Bloomberg, Securities, Financial Modeling, Derivatives, Equities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2012
Doctor of Law (J.D.), Law
Saint Louis University 1998 — 2002
Bachelor of Science (B.S.), Economics and Finance
Sachem Head Capital Management August 2014 - Present
KKR July 2011 - July 2014
Bank of America Merrill Lynch July 2009 - June 2011
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Equities, Bloomberg, Financial Analysis, Due Diligence, Capital Markets, Research, Economics, Hedge Funds, Capital IQ, Banking
Education
Claremont McKenna College 2005 — 2009
Bachelor of Arts in Economics, with Honors, Robert Day Scholar, Financial Economics Sequence
Acalanes
Bank of America Merrill Lynch July 2001 - Present
Education
Claremont McKenna College 1997 — 2001
B.A., Economics
Burlingame High School 1994 — 1997
SOFIA Technology July 2014 - Present
JPMorgan Chase October 2013 - June 2014
Bank of America Merrill Lynch November 2009 - October 2013
Fidessa Corporation September 2008 - November 2009
Merrill Lynch March 2006 - August 2008
RTTS January 2006 - August 2008
Hotel Trades Council 1998 - 2005
Skills
QTP, SDLC, VBScript, Test Planning, Test Automation, Regression Testing, Software Quality..., Manual Testing, Quality Assurance, Testing, Trading Systems, Agile Methodologies, SQL, Functional Testing, .NET, Integration, HP QTP, HP Quality Center
Education
City University of New York City College 2009 — 2011
MIS, Management Information Systems
City University of New York City College 2001 — 2005
BS in Computer Science, Computer Science
Bank of America Merrill Lynch May 2008 - Present
Bank of America January 2001 - January 2008
Service Merchandise June 1999 - January 2001
Education
Central Piedmont Community College 2011 — 2011
Certificate, Human Resource
Chicago-Kent College of Law, Illinois Institute of Technology 1997 — 1999
LLM, Financial Services Law
University of Oklahoma College of Law 1977 — 1979
JD
K2 Intelligence April 2015 - Present
Bank of America Merrill Lynch December 2014 - March 2015
Paragon Federal Credit Union August 2008 - May 2014
Circuit City February 2008 - August 2008
Citi May 2006 - December 2006
Building Services 32 BJ Funds June 2005 - May 2006
Skills
Credit, Retail Banking, Banking, Consumer Lending, Commercial Lending, Loans, Cross Selling, Financial Services, Deposits, Mortgage Lending, Finance, Credit Cards, Cash Management, Relationship Management, Operational Risk, Customer Service, Auditing, Coaching, Team Management, Credit Analysis, Payments, Branch Banking, Credit Unions, Private Banking, Lines Of Credit, Branch Management, Loan Servicing, SWIFT payments, Back Office, Financial Analysis, Internal Audit, Research, Account Reconciliation, Analysis, Microsoft Office, Risk Management, Microsoft Word, Access, PowerPoint, Leadership, Customer Experience, Networking, Project Management, Process Improvement, Team Building, Team Leadership, Social Networking, Social Media
Education
City University of New York-Hunter College 2000 — 2004
Bachelor of Arts, Economics
Bank of America September 2012 - Present
Bank of America Merrill Lynch January 2000 - September 2012
Lowe's Home Improvement April 2001 - August 2012
Bank of America Merrill Lynch July 1994 - January 2000
US Navy Reserve November 1987 - July 1996
Del-Jen, Inc. January 1993 - July 1994
Skills
Unix, Banking, Microsoft Office, Testing, SharePoint, Maximo, Quality Center, Toad, Management, Team Leadership, DB2, Oracle SQL, Vendor Management, 24x7 Production Support, Problem Solving, Project Delivery, Change Management, Training, Consulting, IT Operations, Payment Systems, SDLC, Business Analysis, Enterprise Architecture, Project Management, Troubleshooting, Visio, Process Improvement, SQL, IT Strategy, Leadership, Disaster Recovery, Project Portfolio..., Requirements Analysis, IT Management, Requirements Gathering, Software Documentation, Software Project..., PMP, Risk Management, IT Governance
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Masters Information Systems, Information Technology Information Security, 3.49
DeVry University 2008 — 2010
Bachelors of Science, Technical Management, 3.29
Central Piedmont Community College 2003 — 2005
Associate of Science (A.S.), Computer Information Systems
Eau Claire High 1983 — 1987
DoITT February 2012 - Present
TD Ameritrade, NJ 2009 - 2011
Merrill Lynch 2001 - 2008
Bank of America Merrill Lynch 1996 - 2001
Skills
Remedy, Release Management, Quality Assurance, IT Service Management, Compliance, Visio, SharePoint, Incident Management, ITIL, Risk Management, Change Management, IT Management, Software Quality..., Quality Center, Disaster Recovery, MS Project, BMC Remedy, Business Analysis, Integration, SDLC, Business Process..., Vendor Management, Outsourcing, Data Warehousing, Requirements Analysis, Management, Agile Methodologies, PMP, Service Delivery, Project Portfolio..., Testing, Project Management, Enterprise Architecture, PMO, Governance, IT Strategy, Software Project..., Requirements Gathering, Agile Project Management, Business Process, Telecommunications, Resource Management, Infrastructure, Business Intelligence, Solution Architecture, Program Management, Waterfall, SOA, IT Operations, Business Requirements
Education
Brooklyn College
Katharine Gibbs School
Business Administration/Business Law with emphasis on computer technology.
Commerzbank AG April 2012 - Present
Bank of America Merrill Lynch August 2010 - March 2012
Bear Stearns October 1997 - January 2009
Skills
BMC Remedy, Software Documentation, Market Data, Hardware, Operating Systems, Troubleshooting, Microsoft Excel, Citrix, Content Management, Technical Support, Help Desk Support, Blackberry, Information Technology, Microsoft Certified..., Risk Management, Infrastructure, Interest Rate..., Fidessa
Education
City University of New York City College 1991 — 1996
Master's Degree, Computer Science
Bank of America Merrill Lynch April 2010 - Present
Bank Of America 2009 - Present
Merrill Lynch February 1998 - Present
Bank of America - Merrill Lynch 1998 - Present
FMC Corporation 1986 - 1993
Skills
Process Improvement
Education
Mercer County Community College 1992 — 1993
Certificate, Information Systems/Technology
City University of New York-Hunter College 1972 — 1976
BA, Psychology
Highwood Cove Strategic Advisors LLC October 2010 - Present
Berkeley College April 2014 - Present
The King's College (New York, NY) 2010 - 2011
Bank of America Merrill Lynch July 2006 - October 2010
Del Mar Asset Management April 2005 - June 2006
Lehman Brothers November 2000 - April 2005
J.P. Morgan April 2000 - October 2000
Deutsche Bank December 1997 - February 2000
Lehman Brothers August 1995 - November 1997
Panache Resources and Systems Corp October 1992 - August 1995
Skills
Derivatives, Fixed Income, Credit Derivatives, Equities, Equity Derivatives, Capital Markets, Market Risk, Options, Risk Management, Interest Rate..., Swaps, Financial Markets, Prime Brokerage, Bonds, Financial Risk, Financial Services, Start-ups, Collateral Management, Equity Research, Private Equity, Trading Strategies, Valuation
Education
City University of New York-Hunter College
M.A., Economics
Hofstra University
B.S., Economics
The Graduate Center, City University of New York
Ph.D, Economics
Bank of America Merrill Lynch August 2009 - Present
JP Morgan Chase January 1975 - December 2008
JPMorgan 2004 - 2008
JPMorgan Chase 2000 - 2008
The Chase Manhattan Bank January 1996 - January 2000
Manufacturers Hanover/Chemical Bank 1984 - 1995
Skills
Payments, Relationship Management, Marketing, Portfolio Management, Treasury, Business Development, Banking, Cash Management, Management, Treasury Management, Leadership, Investment Banking, Strategy, Sales, Capital Markets, Financial Services, Risk Management
Education
City University of New York City College 1971 — 1974
Architecture, Business
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch 2006 - January 2011
JDR Labs, Inc. June 2000 - January 2011
UBS 2000 - 2005
Morgan Stanley 1997 - 2000
BondNet Trading 1995 - 1997
Deutsche Bank 1992 - 1995
New Windsor Associates 1987 - 1992
Skills
Performance Engineering, Application Development, Software Development, Trading Systems, Low Latency, Electronic Trading, Performance Testing, Capital Markets, Distributed Systems, PMO, Market Data, Performance Tuning, Software Project..., Enterprise Architecture, Oracle, SDLC
Education
City University of New York-Hunter College 1980 — 1984
B.A., Computer Science
Bank of America Merrill Lynch June 2012 - Present
The Situs Companies July 2009 - June 2012
Natixis Capital Markets 1999 - 2008
GE Capital Real Estate 1997 - 1999
Moody's Investors Service 1994 - 1997
Coopers & Lybrand 1990 - 1994
New York Life 1976 - 1990
Skills
Workout, Valuation, Structured Finance, Asset Management, Due Diligence, Portfolio Management, Real Estate Economics, Asset Managment, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
City University of New York City College 1970 — 1974
B.A., History
Bank of America Merrill Lynch June 1998 - Present
Skills
Wealth Management, Project Management, Business Planning, Business Strategy, Business Management..., Marketing, Finance, Asset Managment, Asset Management, Negotiation, CRM, Real Estate, Portfolio Management, Investments, Series 7, Financial Services, Financial Modeling, Banking, Alternative Investments, Equities, Relationship-builder..., Corporate Finance, Time Management, Institutional..., Private Banking, Microsoft Office, Mutual Funds, Fixed Income, SharePoint, Cross-functional Team..., Securities, Branding & Identity, Disaster Recovery, Risk Management
Education
City University of New York-Brooklyn College 1994 — 1998
B.S., Business Management & Finance
Longview Asset Management June 2014 - Present
Tiresias Capital January 2012 - October 2012
Bank of America Merrill Lynch July 2009 - December 2011
Merrill Lynch July 2008 - August 2008
The Compass Group June 2007 - August 2007
Skills
Investment Analysis, Trading, Portfolio Management, Bloomberg, Equities, Financial Modeling, Capital IQ, Investments, Hedge Funds, Economics, Equity Research, Financial Analysis, Derivatives, Valuation, Emerging Markets, Capital Markets
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Value Investing Program
Claremont McKenna College 2005 — 2009
B.A., Economics-Finance
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course, Economics
Horizon Lines November 2014 - Present
MMD Technology February 2014 - October 2014
Bank of America Merrill Lynch September 2004 - July 2013
Financial Resources June 2001 - August 2004
Skills
.NET, C#, Software Development, ASP.NET, vb.net, Microsoft SQL Server, Web Services, jQuery, JavaScript, WCF, XML, ASP, ADO.NET, AJAX, ASP.NET MVC, SSRS, HTML5, Oracle, Java, Entity Framework, JSON, WPF, MSMQ, Bootstrap, CSS3, VBA, VSS, Visual SVN, TFS, Github, TIBCO, LINQ
Education
Certification Course
MCSD
Certification Course
MS
Certification Course
MCP
City University of New York-Brooklyn College 1995 — 1996
Certification Course
MCP, Microsoft Dot Net framework
MetLife May 2011 - Present
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch 2000 - 2009
ING Barings May 1998 - March 2000
Bank of New York Mellon February 1990 - May 1998
Education
City University of New York 1982 — 1986
BS, Accounting, Economics
Bank of America Merrill Lynch September 2010 - Present
Binec December 2009 - September 2010
Merrill Lynch August 2003 - November 2008
Bank of America - Merrill Lynch Wealth Management 1996 - 2008
Merrill Lynch September 2001 - August 2003
Merrill Lynch October 1998 - September 2001
Skills
Project Management, SDLC, Cross-functional Team..., Outsourcing, Requirements Analysis, Vendor Management
Education
Chulalongkorn University 1973 — 1978
B.S., Mechanical Engineering
Louisiana Tech University
M.S., Computer Science
University of Louisiana at Monroe
MBA
Bank of America Merrill Lynch April 2009 - Present
Enterprise Engineering, Inc. July 2006 - March 2009
SpeechCycle, Inc October 2004 - June 2006
Merrill Lynch July 1996 - September 2004
Comverse Technology Inc July 1988 - June 1996
Wagner College March 1985 - June 1988
Skills
C#, SQL, JavaScript, Web Services, ASP.NET
Education
City University of New York-Brooklyn College 1989 — 1992
MS, Computer Science
Wagner College 1983 — 1984
B.S., Computer Science
Bank of America Merrill Lynch July 2015 - Present
Bank of the West December 2014 - July 2015
Bank Of The West December 2005 - December 2014
US Bank January 2003 - December 2005
Scotia Capital January 2001 - January 2003
Scotiabank 1999 - 2001
Scotiabank 1995 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Credit Risk, Banking, Treasury Management, Portfolio Management, Underwriting, Capital Markets, Relationship Management, Cash Management, Lines Of Credit, Financial Analysis, Investments, Financial Modeling, Risk Management, Cross Selling, Syndications, Small Business Lending, Loan Origination, Retail Banking, Commercial Mortgages, Asset Based Lending, Consumer Lending, Private Banking, Finance
Education
City University of Seattle 1997 — 1999
MBA, Marketing
University of Victoria 1989 — 1994
BA, English Literature
Lazard Vice PresidentMerrill Lynch1999 - 2009
Bank of America/ Merrill Lynch 1989 - 1999
Merrill Lynch 1984 - 1989
Skills
Process Improvement, Strategy, Finance, Forecasting, Financial Analysis, Training, Business Analysis, Banking, Financial Modeling, Analysis, Mutual Funds, Risk Management, Sales, Series 7, Strategic Financial..., Equities, Management, Portfolio Management, Financial Planning
Education
City University of New York-Hunter College 1974 — 1976
BA, Psychology & Early Childhood Education
Testa Wines of the World 2009 - Present
Merrill Lynch May 1987 - June 2008
Bank of America Merrill Lynch 1986 - 2008
Skills
Wine, SDLC, Human Resources, Talent Management, Retail, Event Planning, Visio, Business Analysis, Marketing, Purchasing, Onboarding, Restaurants, Wine Tasting, Vendor Management, Project Management, Change Management
Education
Sommelier Society of America 2009 — 2009
Sommelier Certification, Wine and Beverage
Pace University 2001 — 2003
Advanced Teaching Certificate, English, Education
City University of New York-Hunter College 1994 — 1999
MA, Communications and Media
Legend Gaming, Inc. April 2015 - Present
GREE International, Inc September 2012 - April 2015
GREE International, Inc March 2012 - August 2012
Bank of America Merrill Lynch March 2006 - March 2011
Skills
Mergers, Corporate Development, Financial Modeling, Strategic Partnerships, Venture Capital, Corporate Finance, Investment Banking, Start-ups, Due Diligence, Analytics, Monetization, Private Equity, Mergers & Acquisitions, Strategy, Investments, Finance
Education
University of Virginia 2002 — 2004
M.A., Economics
Claremont McKenna College 1993 — 1997
B.A., Economics
Pershing, a BNY Mellon company May 2015 - Present
JPMorgan Chase July 2012 - January 2015
Bank of America Merrill lynch October 2009 - December 2011
UPS June 2007 - April 2009
Citigroup August 2005 - May 2007
JP Morgan Chase March 2001 - January 2005
Salomon Smith Barney May 1999 - February 2001
Fidelity Investments February 1998 - February 1999
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration
Education
Chiron Training Center 2009 — 2009
Certificate, Comprehensive Business Analysis
City University of New York-Brooklyn College 1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program
Kiev University of Economics 1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming
Bank of America January 2014 - Present
Bank of America Merrill Lynch September 2007 - December 2013
American Home Mortgage January 2007 - August 2007
Merrill Lynch June 2005 - December 2006
Skills
Market Risk, Market Data, Sybase, Credit Derivatives, SDLC, Fixed Income, Quality Center, User Acceptance Testing, Internet Recruiting, Risk Management, Requirements Analysis, SQL, Agile Methodologies, Business Requirements, Test Planning, Data Warehousing, Software Quality..., Quality Assurance, Financial Services, Project Management, Vendor Management, Derivatives, Capital Markets, Business Analysis, Software Project..., Test Management, Software Documentation, Agile Project Management, QTP, Equities, Electronic Trading, Requirements Gathering
Education
City University of New York 1999 — 2004
BA, Information system management
University of Rajshahi 1993 — 1997
BSC, Statistic
Bank of America Merrill Lynch July 2013 - Present
Public Financial Management July 2010 - June 2013
Office of The Mayor, Managagement and Budget June 2009 - August 2009
Skills
Economics, Financial Modeling, Financial Analysis, Cash Flow Forecasting, Data Analysis, Public Finance, Municipal Bonds, Capital Markets, Excel, PowerPoint
Education
Claremont McKenna College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Finance Sequence)
Packer Collegiate Institute 1998 — 2006
Bank of America Merrill Lynch February 2015 - Present
Bank of America, Merrill Lynch Alternative Investments January 2013 - Present
Bank of America, Merrill Lynch & Co October 2008 - December 2012
PricewaterhouseCoopers, LLP January 2007 - July 2008
Skills
Financial Reporting, GAAP, Reconciliations, Balance, Consolidation, Account Reconciliation, Accounting, Auditing, Financial Risk, Finance, Investments, Variance Analysis, US GAAP, Accounts Payable, Financial Statements, Corporate Finance, Financial Modeling, Analysis
Education
City University of New York-Hunter College 2005 — 2006
Bachelors in Science, Accounting
Hunter College, CUNY New
Bachelor of Science Degree, Accounting
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2004 - 2006
Skills
Credit Risk, Fixed Income, Capital Markets, Derivatives, Bloomberg, Equities, Risk Management, Hedge Funds, Portfolio Management, Credit Derivatives, Investment Banking, Series 7
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelors, Finance
Bank of America Merrill Lynch January 2015 - Present
Airbnb June 2014 - January 2015
Progress Foundation 2011 - June 2014
Summer Institute for the Gifted March 2010 - September 2010
Oxfam: Chapman University 2009 - 2010
Skills
Public Policy, Community Outreach, Nonprofits, Grant Writing, Human Rights, SPSS, Event Planning, Political Science, Social Media, Microsoft Office, Public Speaking
Education
Chapman University 2006 — 2010
Bachelor of Arts (B.A.), Political Science; Peace Studies
Hanover High 2002 — 2006
High School
WorldQuant LLC April 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Cube Forge June 2005 - August 2007
Education
Massachusetts Institute of Technology 2008 — 2010
Master, Computation Engineering
City University of Hong Kong 2006 — 2008
Master of Philosophy (M.Phil.), Computer Science
City University of Hong Kong 2002 — 2006
Bachelor's degree, Computer Science
Bank of Communications Limited April 2015 - Present
Bank of Communications Limited April 2013 - April 2014
McGann Orthodontic Clinic Network June 2011 - April 2013
Bank of America Merrill Lynch September 2010 - December 2010
Gateway Bank F.S.B September 2006 - May 2008
City College of San Francisco March 2006 - May 2008
Skills
Excel, PowerPoint, Microsoft Office, Risk Management, Financial Analysis, Financial Accounting, Accounts Payable, Data Analysis, Microsoft Excel, Auditing, Account Reconciliation, QuickBooks, Internal Controls, General Ledger, Finance, Accounts Receivable, Analysis, Sarbanes-Oxley Act, Fixed Assets, Accounting, Internal Audit
Education
University of California, Los Angeles 2008 — 2010
BA, Economics, emphases on Accounting
City College of San Francisco 2006 — 2008
AA, Business Administration
Bank of America Merrill Lynch August 2013 - Present
Knight Capital Americas, LLC May 2012 - July 2013
Goldman Sachs July 2006 - May 2012
Goldman Sachs Execution and Clearing , LLC January 2003 - January 2006
Goldman Sachs Execution and Clearing, LLC January 2000 - January 2003
Spear, Leeds and Kellogg July 1997 - January 2000
Skills
Prime Brokerage, Risk Assessment, Settlement, Series 7, Loans, Capital Markets, Bloomberg, Options, Fixed Income, Derivatives, Operational Risk..., Corporate Actions, Trading Systems, Middle Office, Back Office, Trading, Risk Management, Hedge Funds, Financial Services, Financial Risk, Operational Risk, Portfolio Management, Equities, FINRA, Finance, Electronic Trading, Investment Banking, Equity Derivatives
Education
City University of New York-Brooklyn College 1988 — 1993
Bachelor of Arts (B.A.), Psychology
Merrill Lynch December 1994 - Present
Bank of America Merrill Lynch 1994 - Present
AGS INC March 1981 - July 1994
Skills
SOFTWARE RELEASE..., SOFTWARE CHANGE..., Process Improvement CMM, Change Management, Software Configuration..., Process Improvement, Software Lifecycle, Leadership, Cross-functional Team..., Management, Integration, SDLC, CMM, CMMI, Software Documentation, Requirements Analysis, Software Project..., Release Management, Strategic Planning
Education
City University of New York City College
BS, Computer Science
Markit June 2014 - Present
Fidessa June 2012 - June 2014
Bank of America Merrill Lynch March 2006 - July 2011
Skills
Human Resources, Onboarding, Project Management, Compensation Analysis, HR Policies, Staff Retention, Performance Management, Leadership Development, Succession Planning
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2005
Bachelor of Arts, Forensic Psychlogy
Hobbs Madison, Inc. March 2013 - Present
Bottomline Technologies October 2011 - December 2012
The RWC Group 2009 - 2011
S1 Corporation 2007 - 2009
Bank of America Merrill Lynch 1995 - 2007
Mellon Bank 1981 - 1995
Skills
Treasury Management, Banking, ACH, Product Management, Electronic Payments, Internet Banking, Cash Management, Payment Systems, Payment Card Processing, Business Analysis
Education
Clarion University of Pennsylvania 1976 — 1981
Business Administration and Management, General
LUSH FRESH HANDMADE COSMETICS May 2013 - Present
Princeton Marriott at Forrestal Village February 2013 - May 2013
Bank of America Merrill Lynch October 2012 - November 2012
Bath & Body Works September 2010 - August 2011
ULTA Beauty July 2010 - August 2011
Bath & Body Works May 2007 - December 2009
Skills
Social Media, Microsoft Office, Research, Film, Film Production, Public Speaking, Customer Service, PowerPoint, Microsoft Word, Blogging, Facebook, Microsoft Excel, Historical Research, Academic Writing, Time Management, Social Networking, Data Entry, Event Management
Education
University of Westminster 2011 — 2012
MA, Film and Television: Theory, Culture & Indutstry
Chestnut Hill College 2006 — 2010
BA, History
Trenton Catholic Academy 2002 — 2006
High School Diploma
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch May 1996 - August 2015
Education
Christopher Newport University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Economics
Bank of America April 2012 - Present
Bank of America Merrill Lynch March 2007 - December 2011
Bank of America October 2005 - March 2007
New York Life Insurance Company September 1998 - October 2005
Merrill Lynch October 1996 - September 1998
Concord Inc. August 1987 - October 1996
Skills
Compliance/Regulation, Operations Risk..., Electronic..., Information Security..., Project...
Education
Brooklyn College 1984 — 1987
Bachelor of Science, Accounting
Chubb Institute
FINRA Ser. 7, 24, 63, 79
Life Management Institute
Fellow
Evercore June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Shionogi Inc January 2012 - August 2012
Yale School of Medicine May 2009 - August 2010
Education
University of Pennsylvania 2012 — 2013
Master of Engineering (M.Eng.), Systems Engineering
University of Pennsylvania 2009 — 2013
Bachelor of Engineering (B.Eng.), Bioengineering and Biomedical Engineering
Choate Rosemary Hall 2005 — 2009
High School
Bank of America Merrill Lynch May 2007 - Present
Neuberger Berman May 2004 - May 2007
US Clearing/Fleet Securities March 2000 - April 2004
Skills
Prime Brokerage, Series 7, Securities Exchange Act..., Options Limits..., Options, Securities Regulation, Reg SHO Compliance, Short Interest Reporting, Series 4, Series 24, Series 63, Operational Risk, Regulatory Inquiry..., AML, KYC, CIP, FINRA
Education
Brooklyn College
Bachelor of Arts (B.A.), English Language and Literature, General
California United Bank October 2012 - Present
Bank of America Merrill Lynch October 1999 - Present
Greyrock Capital August 1998 - April 2000
Skills
Asset Based Lending, Commercial Banking, Commercial Lending, Portfolio Management, Banking, Financial Services
Education
Chabot College
Associate's degree, Business Managment
City College of San Francisco
Acton Family Network October 2013 - Present
Stay at Home Mom September 2012 - Present
Bank of America Merrill Lynch January 2010 - September 2012
Bank of America September 2007 - January 2010
Bank of America April 2006 - September 2007
Pioneer Investments January 2006 - May 2006
J.P. Morgan April 2004 - January 2006
Weston Financial April 2000 - April 2004
Skills
AML, Series 7, Series 24, Operational Risk, Risk Management, ACAMS, Microsoft Word, Microsoft Excel, Compliance, OFAC, Securities, Banking, Financial Services, Operational Risk..., Financial Risk, Anti Money Laundering
Education
University of New Hampshire 1994 — 1996
Bachelor's degree, Political Science and Government
Champlain College 1992 — 1994
Associate's degree, Business Administration and Management, General
Bank of America Merrill Lynch May 2011 - Present
RBC Capital Markets March 2009 - March 2011
Lehman Brothers July 2005 - October 2008
Skills
Commodities Derivatives...
Education
Swarthmore College 2001 — 2005
Bachelor of Science (BS), Engineering
Swarthmore College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Choate Rosemary Hall 1997 — 2001
Greens Farms Academy 1988 — 1997
Legal Aid Society October 2014 - December 2014
Morgan Staley/Hewlett-Packard June 2014 - August 2014
Bank of America Merrill Lynch December 2013 - May 2014
NYC Board of Education/Dell-ICC October 2013 - December 2013
Skills
Microsoft Office, Windows 7, Data Migration, Photoshop, Visual Arts
Education
New York Business Institute 2014 — 2014
Information Technology
Brooklyn Adult Learning Center 2012 — 2013
Information Technology
Temple University 2005 — 2007
Master of Fine Arts (MFA), Painting
City University of New York-Brooklyn College 1999 — 2004
Bachelor of Fine Arts (BFA), Fine and Studio Arts