Bank of America Merrill Lynch

Description

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

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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Bank of America Merrill Lynch Employees

Employee
Years
Job
Industry
Justin Rubinstein Justin Rubinstein Greater Boston Area Details
Justin Rubinstein's Bank of America Merrill Lynch Experience 2009 - 2012
Job Vice President at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel  November 2014 - Present
Guggenheim Partners  July 2012 - September 2014
Bank of America Merrill Lynch   2009 - 2012
Prudential Financial  2003 - 2007

Skills
Capital Markets, Equities, Financial Modeling, Investment Banking, Private Equity, Valuation, Insurance, Property & Casualty..., Life Insurance, Reinsurance, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis

Education
New York University - Leonard N. Stern School of Business   2007 — 2009
Master of Business Administration (MBA), Accounting and Finance

Colgate University   1999 — 2003
Bachelor's degree, Mathematics

Worcester Academy   1993 — 1999
High School Diploma, Mathematics

Dean Henry Dean Henry Charlotte, North Carolina Area Details
Dean Henry's Bank of America Merrill Lynch Experience August 2015 - Present
Job Director, Head of Global LowValue Payments at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America Merrill Lynch   March 2014 - August 2015
Bank of America Merrill Lynch   April 2013 - February 2014
Bank of America  October 2010 - April 2013
Manley Deas Kochalski LLC  May 2009 - October 2010
Insurance-1st.com   June 2003 - February 2009
Booz Allen & Hamilton, Inc.   January 2001 - May 2003
The Motley Fool  May 2000 - January 2001

Skills
Mobile Payments, Mobile Commerce, Business Strategy, Financial Analysis, Financial Modeling, Social Commerce, Digital Strategy, Strategic Planning, Start-ups, Operations Management, Joint Ventures, Product Management, Product Development, Electronic Payments, Payments, Credit Cards, Entrepreneurship, Business Development, Strategy, Management Consulting

Education
Northwestern University - Kellogg School of Management   2007 — 2009
MBA, General Management

The Johns Hopkins University - Carey Business School   2001 — 2003
M.S., Information Systems

Colby College   1996 — 2000
B.A., English, Minor: Economics

Derrick Barkley, CRPC® Derrick Barkley, CRPC® Pennington, New Jersey Details
Derrick Barkley, CRPC®'s Bank of America Merrill Lynch Experience August 2015 - Present
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2015 - Present
Merrill Lynch  July 2014 - Present
Bank of America Merrill Lynch   June 2013 - Present
Bank of America Merrill Lynch   August 2006 - June 2013
Charles Schwab  May 2004 - February 2006
Morgan Stanley  April 2002 - July 2003

Skills
Economics, Fixed Annuities, Financial Advisory, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth, Securities, Investment Advisory, 401k, Alternative Investments, Asset Allocation, Banking, FINRA, Finance, Investment Strategies, Retirement, Retirement Planning, Financial Services, Uniform Combined State..., Fixed Income, Investments, Equities, Portfolio Management, Asset Management, Managed Futures, IRAs, Internal Audit, Mutual Funds

Education
College for Financial Planning   2010 — 2011

Millersville University of Pennsylvania   1986 — 1989
B.A., Economics

Chris Vancisin Chris Vancisin Orange County, California Area Details
Chris Vancisin's Bank of America Merrill Lynch Experience February 2015 - Present
Job Portfolio Management Officer I at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   February 2015 - Present
Bank of America Merrill Lynch   January 2014 - February 2015
Salem Five Bank  July 2011 - August 2013
Fidelity Investments  October 2010 - February 2011
Fidelity Investments  September 2009 - October 2010
Complete Garden Care   May 2008 - November 2009
Myopia Hunt Club  June 1999 - September 2008

Skills
Sales, Analysis, Relationship-building..., Problem Solving, Customer Service, Financial Reporting, Financial Analysis, Series 7, Series 63, Banking, Teamwork, Customer Relations, Time Management, Economics, Retail, Microsoft Office, Excel, PowerPoint, Outlook, Word, Data Analysis, Business Development

Education
Northeastern University   2011 — 2011
Profesional Development, Accounting

Colby College   2005 — 2009
BA, Economics, Administrative Science - Business/Accounting

University of Melbourne   2007 — 2007
Study Abroad, Accounting, Australian Economic History, Australian Culture

Governors Academy   2001 — 2005
High School

Ivy Mbayah Ivy Mbayah New York, New York Details
Ivy Mbayah's Bank of America Merrill Lynch Experience May 2012 - July 2012
Job FSO Staff Consultant at EY
Industry Financial Services
Experience
EY  2015 - Present
fDi Magazine - Financial Times Ltd   May 2013 - June 2013
Bank of America Merrill Lynch   May 2012 - July 2012
Clark University  February 2012 - June 2012
Clark University  February 2012 - May 2012
The Coca-Cola Company  May 2011 - August 2011
Citi  April 2009 - May 2009

Skills
Stata, Economics, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Econometrics, Bloomberg, Non-profits, Financial Analysis, Statistics, Teamwork, Financial Modeling, Valuation, Analysis, Nonprofits

Education
Investment Banking Institute, New York   2014 — 2014

Clark University   2010 — 2014
Bachelor of Arts (B.A.), Economics with Honors

London School of Economics and Political Science   2012 — 2013
General Course, Economics

United World College of Southern Africa   2005 — 2009
International Baccalaureate

Carly Weil Carly Weil Greater New York City Area Details
Carly Weil's Bank of America Merrill Lynch Experience May 2010 - August 2011
Job Manager, Global Pricing Strategy at American Express Global Business Travel
Industry Leisure, Travel & Tourism
Experience
American Express Global Business Travel  April 2013 - Present
Second Glass Inc  2012 - Present
American Express  August 2011 - April 2013
Bank of America Merrill Lynch   May 2010 - August 2011
Scientific Games  2008 - 2009

Skills
Public Speaking, Leadership, Financial Modeling, Valuation, Mergers, Positivity, Finance, Business Travel, Value Based Pricing, Pricing Strategy, Investment Banking, Pricing, Corporate Finance, Research, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Bloomberg, Data Analysis, Quantitative Analytics, Due Diligence, Mergers & Acquisitions, Equities, Strategy, Management, Business Development, Analytics, Analysis

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Colgate University   2006 — 2010
BA, Russian Studies, Philosophy

Trevor Day School   1990 — 2006
High School Diploma

Michael Rutherford Michael Rutherford New York, New York Details
Michael Rutherford's Bank of America Merrill Lynch Experience April 2010 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2010 - Present
J.P. Morgan   June 2005 - March 2010

Skills
Capital Markets, Leveraged Finance, Bonds, High Yield, Financial Markets, Loans, Investment Banking, Series 7, Fixed Income, Private Equity, Bloomberg, Series 63, Corporate Finance, Securities, Credit Analysis, LBO, Financial Services, Risk Management, Credit Risk, Microsoft Excel, Valuation, Banking, Finance

Education
Colby College   2001 — 2005
Bachelor of Arts (B.A.), Economics, Government

John David W. Hill, CRPC® John David W. Hill, CRPC® Tampa, Florida Details
John David W. Hill, CRPC®'s Bank of America Merrill Lynch Experience July 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2012 - Present
University of Kansas Athletics  August 2011 - May 2012
University of Kansas Athletics  February 2010 - August 2011

Skills
Financial Analysis, Hold Series 7, Holds Series 66, Life & Health Insurance..., Financial Management, NMLS Licensed, Financial Accounting, Accounting, Investments, Equity Trading, Excel, Options, Public Speaking, Word, PowerPoint, Microsoft Office, InDesign, Computer Hardware, Wealth Management, Personal Financial..., Asset Allocation, Asset Management, Estate Planning, Succession Planning, Microsoft Excel, Microsoft Word

Education
University of Florida   2015 — 2016
Master of Business Administration (M.B.A.)

College for Financial Planning   2014 — 2014
Chartered Retirement Plan Counselor

University of Kansas   2008 — 2012
Bachelor of Science, Business, Finance

University of Alabama   2007 — 2008
Bachelor of Science, Finance, General

Fork Union Military Academy   2007 — 2008

H.B. Plant High School   2004 — 2007

Stuart Wardlaw Stuart Wardlaw Charlotte, North Carolina Area Details
Stuart Wardlaw's Bank of America Merrill Lynch Experience August 1985 - April 2013
Job Senior Vice President BB&T Treasury Consultant
Industry Banking
Experience
Bank of America Merrill Lynch   August 1985 - April 2013
NationsBank/Bank of America Merrill Lynch   February 1988 - February 1990
NCNB/Nationsbank/Bank of America Merrill Lynch   August 1985 - January 1988

Skills
Banking, Commercial Banking, Treasury Management, Cash Management, Risk Management, Credit, Communication, Relationship Management, Building Relationships, Working Capital..., Driven By Results, Achieving Results, People-oriented, Proposal Generation, Proposal Leadership, Communication Skills, Consulting, Organizational..., Financial Services, Corporate Finance, Treasury Services, Investments, Financial Institutions, Capital Markets, Portfolio Management, Wealth Management, Securities, Financial Risk, Credit Analysis, Fixed Income, Leadership, Restructuring, Investment Banking, Credit Cards, Loans, Operational Risk, Structured Finance, Operational Risk..., FX Options

Education
Clemson University   1981 — 1985
BS Industrial Management - Concentration in Computer Science

LeVon Terry LeVon Terry Greater Denver Area Details
LeVon Terry's Bank of America Merrill Lynch Experience April 2010 - April 2014
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital  June 2014 - Present
Denver Center for International Studies Foundation   August 2011 - Present
Bank of America Merrill Lynch   April 2010 - April 2014
Reynolds Advisory Partners   October 2009 - April 2010
Gravity Investments  May 2009 - December 2009
EBS Asset Management  2000 - May 2009

Skills
Portfolio Management, Alternative Investments, Asset Allocation, Wealth Management..., Equities, Investments, Wealth Management, Investment Strategies, High Net Worth..., Mutual Funds, Asset Management, Series 7, Securities, Credit, Series 63, Fixed Income, Hedge Funds, Loans, Investment Advisory, Retirement Planning, Investment Management, Financial Services, Financial Advisory, Private Equity, Business Development, Due Diligence, Financial Analysis, Non-profit Leadership, Non-profit Fund...

Education
University of Dayton   2000 — 2003
Bachelor of Science (B.S.), Economics

Wright State University   1998 — 1999

Clemson University   1997 — 1998

Andrew Sheils Andrew Sheils Houston, Texas Area Details
Andrew Sheils's Bank of America Merrill Lynch Experience January 2011 - October 2013
Job Merrill Lynch Commodities
Industry Banking
Experience
Merrill Lynch Commodities  October 2013 - Present
Bank of America Merrill Lynch   January 2011 - October 2013
Wells Fargo Financial  October 2010 - December 2010

Skills
Trading Operations, Trading Systems, Electronic Trading, Agile Methodologies, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Cost Accounting, Lean Operations, Scrum, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Commodity, Finance, Derivatives, Sales

Education
The University of Texas at Austin   2014 — 2014
Certificate of Energy, Energy Markets & Infrastructure

Clemson University - College of Business and Behavioral Science   2006 — 2010
Corporate Finance, Finance & Accounting

Charlie Hartwick Charlie Hartwick Los Angeles, California Details
Charlie Hartwick's Bank of America Merrill Lynch Experience July 2012 - June 2014
Job Associate at Kayne Anderson Capital Advisors
Industry Venture Capital & Private Equity
Experience
Kayne Anderson Capital Advisors  August 2014 - Present
Bank of America Merrill Lynch   July 2012 - June 2014
Bank of America Merrill Lynch   June 2011 - August 2011

Education
Colgate University   2008 — 2012
Bachelor of Arts (B.A.), Magna Cum Laude, History with highest honors; Economics minor

Harvard-Westlake School   2004 — 2008

Mitchell Rothlein Mitchell Rothlein Greater New York City Area Details
Mitchell Rothlein's Bank of America Merrill Lynch Experience October 2014 - July 2015
Job Senior IT Business Analyst at The Port Authority of New York & New Jersey
Industry Financial Services
Experience
The Port Authority of New York & New Jersey  July 2015 - Present
Bank of America Merrill Lynch   October 2014 - July 2015
Deutsche Bank  July 1996 - March 2014
NatWest Markets  December 1993 - July 1996
Swiss Volksbank   October 1988 - May 1993
Bank of Montreal  October 1984 - October 1988
Manufacturers Hanover Trust  March 1980 - October 1984

Skills
Derivatives, Money Market, Foreign Exchange, Fixed Income, Prime Brokerage, Banking, Capital Markets, FX Options, Investment Banking, Structured Products, Trading Systems, Settlement, Loans, Business Analysis, Account Reconciliation, Equities, Equity Derivatives, Back Office, Interest Rate..., Collateral Management, Reference Data, Budget Monitoring, Budget Process

Education
Coe College   1974 — 1978
BA, Economics and Political Science

Stephen Fandel Stephen Fandel New York, New York Details
Stephen Fandel's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Global Risk Management Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  June 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
10X Risk Management LLC   June 2012 - October 2012

Education
Clemson University - College of Business and Behavioral Science   2010 — 2013
B.S., Financial Management, Minor: Accounting

Study Abroad Program The American University of Rome   2012 — 2012
Business/Commerce, General

D. Andrew Neese D. Andrew Neese Greater New York City Area Details
D. Andrew Neese's Bank of America Merrill Lynch Experience August 2013 - October 2014
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2013 - October 2014
Merrill Lynch  May 2004 - February 2012
Bear Stearns  September 1997 - May 2004
Bear Stearns  September 1997 - June 2000
Toronto Dominion  October 1997 - March 1999
Papps Capital Management   May 1993 - October 1997
Columbia University  September 1990 - May 1993

Skills
Prime Brokerage, Relationship Management, Equity Capital Markets, Securities Operations, Revenue Enhancement, Organic Growth..., Series 7, Hedge Funds, Securities, Credit Derivatives, Fixed Income, Investment Banking, Equities, Financial Services, Derivatives, Portfolio Management, Alternative Investments, FX Options, Middle Office, Trading, Options, Financial Risk, Settlement, Structured Products, Series 63, Swaps, Trading Systems, Asset Management, Bloomberg, Capital Markets, Bonds, Electronic Trading, Finance, FINRA, Financial Markets, Mergers, Securities Lending, Equity Derivatives

Education
Clarkson University   1985 — 1990
BS, Management and Economics

Clarkson University-Snell School of Management
Bachelor of Science, Management and Finance

Marcus Castro Marcus Castro Charlotte, North Carolina Details
Marcus Castro's Bank of America Merrill Lynch Experience 2009 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2009 - Present
Bank of America Merrill Lynch   2008 - 2009
Bank of America  2006 - 2008

Skills
Risk Monitoring, Portfolio Monitoring, Risk Management, Project Management, Business Intelligence, Internal Controls, Strategic Planning, Financial Controlling, Financial Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Business Valuation, Six Sigma, Business Process..., Credit, Financial Services, Financial Risk, Portfolio Management

Education
Clemson University   2000 — 2002
Master of Business Administration (MBA)

Catholic University of Ecuador   1996 — 1998
Bachelor of Science (BS), Economics

Zachary Lin Zhao Zachary Lin Zhao Greater New York City Area Details
Zachary Lin Zhao's Bank of America Merrill Lynch Experience April 2011 - May 2011
Job EdTech. Manage. Produce. Implement.
Industry Computer Software
Experience
LinkIt!  June 2012 - Present
Bank of America Merrill Lynch   April 2011 - May 2011
Colgate University  January 2010 - December 2010
Colgate University  January 2010 - May 2010
S H Tang & Associates, Singapore   March 2008 - April 2008

Skills
Data Analysis, Microsoft Excel, Leadership, Quantitative Analytics, Fluent Mandarin, Public Speaking, Event Planning, Program Management, Project Management, SQL, Statistical Modeling, SAS, Stata, Documentation, Implementation, K-12 Education, Fluent English, Translation, Word, Excel, Management, Analysis, Mandarin, Databases, Business Analysis, Analytics, Technical Writing, Developer Relations, Start-ups

Education
Colgate University   2009 — 2012
Bachelor of Arts, Mathematical Economics; Psychology

Hwa Chong Institution, Singapore   2004 — 2007
High School, Economics, Biology, Chemistry, Mathematics

Northeast Yucai Middle School, China   2000 — 2003
Middle School

Ben White, III Ben White, III Jacksonville, Florida Details
Ben White, III's Bank of America Merrill Lynch Experience June 2012 - March 2015
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  March 2015 - Present
Bank of America Merrill Lynch   June 2012 - March 2015
Bank of America Merrill Lynch   July 2011 - June 2012
Sigma Alpha Epsilon Fraternity  December 2009 - December 2010
Wells Fargo Advisors  May 2008 - December 2010

Skills
Leadership, Management, Financial Analysis, Portfolio Management, Banking, Investments, Business Strategy, Marketing, Hold Series 7 - General..., Series 66 - Uniform..., Financial Modeling, Finance, Data Analysis, Accounting, Risk Management, Corporate Finance, Financial Services, Microsoft Excel

Education
Clemson University   2007 — 2011
Bachelor of Science, Financial Management; Concentration: Corporate

Justin Kirchner Justin Kirchner New York, New York Details
Justin Kirchner's Bank of America Merrill Lynch Experience June 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
Next Street Financial, LLC   June 2012 - August 2012

Education
Colgate University   2010 — 2014
AB, Economics & Political Science, summa cum laude

Buckingham Browne & Nichols School   2006 — 2010

Michael Gandy Michael Gandy Greater Atlanta Area Details
Michael Gandy's Bank of America Merrill Lynch Experience 2013 - 2014
Job MBA Candidate, Harvard Business School
Industry Management Consulting
Experience
The Boston Consulting Group  2015 - 2015
Bank of America Merrill Lynch   2013 - 2014
Bank of America Merrill Lynch   2012 - 2013
Bank of America Merrill Lynch   2010 - 2012
Bank of America Merrill Lynch   2009 - 2009
H.I.G. Ventures   2008 - 2008

Education
Colgate University
BA

Harvard Business School

Harry (Hal) Miley III, CPA Harry (Hal) Miley III, CPA Greenville, South Carolina Area Details
Harry (Hal) Miley III, CPA's Bank of America Merrill Lynch Experience May 2010 - June 2010
Job Senior at Elliott Davis Decosimo, LLC
Industry Accounting
Experience
Elliott Davis Decosimo  July 2015 - Present
Elliott Davis, LLC  October 2013 - June 2015
The Mungo Company  May 2011 - August 2011
Bank of America Merrill Lynch   May 2010 - June 2010

Skills
Basic Accounting, Invoicing/Payables, Microsoft Office, Budgeting/Scheduling, Team Leadership, Communication, Financial Analysis, Computer Literate, Accounting, Accounts Payable, Analysis, Financial Accounting, Budgets, Financial Statements, Time Management, Invoicing

Education
Clemson University   2012 — 2013
MPAcc, Graduate Accounting Studies

Clemson University - College of Business and Behavioral Science   2008 — 2012
Bachelor of Science (B.S.), Accounting /Minor in Finance

Hammond School (Columbia, SC)   2004 — 2008
High School

Zachary Herzog Zachary Herzog South Salem, New York Details
Zachary Herzog's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Colgate University
Industry
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
THE MEYERS GROUP, DC   December 2013 - May 2014

Education
Colgate University   2012 — 2016
BA, History/Economics

The London School of Economics and Political Science (LSE)
Finance and International Development

John Jay High School   2008 — 2012

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

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

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

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

Colgate University   1976 — 1978
History/Political Science

Glen Cove High School

Glen Cove High School

Volodymyr Tsyalkovsky Volodymyr Tsyalkovsky Greater New York City Area Details
Volodymyr Tsyalkovsky's Bank of America Merrill Lynch Experience August 2014 - Present
Job Technology Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2014 - Present
Pall Corporation  June 2010 - May 2014
Clemson University, Center for Optical Materials Science & Engineering Technologies   March 2009 - June 2010
Clemson University  March 2006 - February 2009
Ivan Franko National University   November 2004 - March 2006

Skills
Project Management, R&D, Chemistry, Nanotechnology, Polymers, Characterization, Materials Science, Chromatography, Biotechnology, Data Analysis

Education
Clemson University   2006 — 2009
Postdoctoral Fellow, Polymer Chemistry and Materials Science

Lviv Polytechnic National University   2001 — 2004
Doctor of Philosophy (PhD), Organic Chemistry

National University 'Ivan Franko' , Lviv   1996 — 2001
Master of Science (MS), summa cum laude, Chemistry and Chemistry Education

Lviv Physics and Mathematics Lyceum   1994 — 1996
HSD (honors)

Larry Rosenberger Larry Rosenberger Charlotte, North Carolina Area Details
Larry Rosenberger's Bank of America Merrill Lynch Experience January 2009 - April 2010
Job Vice President Building Wealth Service and Support at USAA
Industry Banking
Experience
USAA  May 2011 - Present
Bank of America  April 2010 - June 2011
Bank of America Merrill Lynch   January 2009 - April 2010
Bank of America  January 2006 - January 2009

Skills
Investments

Education
College for Financial Planning   1989 — 1990
CFP, Financial Planning

University of Virginia   1982 — 1986
BS, Finance

Lake Braddock High School   1979 — 1982

Jesse Franklin Jesse Franklin Greater Seattle Area Details
Jesse Franklin's Bank of America Merrill Lynch Experience August 2015 - Present
Job Vice President, Small Business Bank at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2015 - Present
JP Morgan Chase  April 2010 - August 2015
Mutual of America  December 2008 - October 2009
AXA Advisors  May 2004 - December 2008
Gateway  July 2000 - April 2004
Tiny Computers  May 1999 - July 2000

Skills
Asset Allocation, Account Management, Retirement Planning, People Management, Consultative Selling, Investments, Management, Selling, Business Development, Finance, Credit, Loans, Commercial Lending, Credit Analysis, Banking, Relationship Management, Sales

Education
College for Financial Planning   2009 — 2009
Chartered Retirement Plan Specialist, Finance

Bellevue College   1999 — 2000
Business/Managerial Economics

Katy Daly Katy Daly Weston, Massachusetts Details
Katy Daly's Bank of America Merrill Lynch Experience July 2014 - Present
Job Capital Strategy Group Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   July 2014 - Present
Crestwood Advisors LLC  May 2013 - August 2013
United South End Settlements  May 2012 - August 2012
Steward Health Care  December 2010 - July 2012

Skills
Microsoft Office, Customer Service, Research, Social Media, Teamwork

Education
Colgate University   2010 — 2014
Bachelor of Arts (B.A.), International Relations and Spanish

Tuck School of Business at Dartmouth   2012 — 2012
Bridge Program

Trinity College-Hartford
Study Abroad in Barcelona, Spain, International Relations and Spanish

Sarah L. Exell Sarah L. Exell Charleston, South Carolina Area Details
Sarah L. Exell's Bank of America Merrill Lynch Experience April 2013 - January 2015
Job Charleston, SC .
Industry Financial Services
Experience
s.l.e   April 2010 - Present
Merrill Lynch  October 2013 - January 2015
Bank of America Merrill Lynch   April 2013 - January 2015
Automated Trading Desk (ATD) , a Citi company   June 2010 - May 2011
Bloomberg L.P.   2007 - 2010

Skills
French, Bloomberg Terminal, ThomsonOne, Microsoft Office, Microsoft Excel, Art, Painting, Photography, Social Media, Financial Markets, Bloomberg, Market Data, Equities, Equity Trading, Series 7, Series 66, Finance, Options, Investments

Education
College of Charleston   2003 — 2007
Bachelor of Science (B.S.), International Business

College of Charleston   2003 — 2007
Bachelor of Arts (B.A.), French

Baijulal Gopinathan Baijulal Gopinathan Greater New York City Area Details
Baijulal Gopinathan's Bank of America Merrill Lynch Experience July 2014 - Present
Job at
Industry Computer Software
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   March 2010 - July 2014
Citibank  August 2009 - March 2010
Bank of America Merrill Lynch   January 2009 - July 2009
Merrill Lynch  October 2007 - December 2008
Jefferies & Company  February 2007 - September 2007
Merrill Lynch  February 2002 - January 2007
Tata Consultancy Services  September 2000 - November 2002

Education
Cochin University of Science and Technology   1995 — 1999
BTech, Electronics

Jackie O'Shea Lauber Jackie O'Shea Lauber New York, New York Details
Jackie O'Shea Lauber's Bank of America Merrill Lynch Experience January 2013 - Present
Job Energy & Power Corporate & Investment Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2013 - Present
Bank of America Merrill Lynch   July 2012 - December 2012
Bank of America Merrill Lynch   April 2010 - July 2012
Silver Point Capital  June 2008 - August 2008

Skills
Credit Analysis, Financial Analysis, Renewable Energy, Oil & Gas Industry, Basel III, Financial Modeling, Economics, Bloomberg, Sustainability, Loans

Education
Colby College
Bachelor of Science (BS), Economics & Environmental Studies

Horace Mann High School

Dave Famiglietti Dave Famiglietti Toronto, Canada Area Details
Dave Famiglietti's Bank of America Merrill Lynch Experience October 2013 - Present
Job Officer; Treasury Solutions Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2013 - Present
Bank of America Merrill Lynch   January 2011 - September 2013
Bank of America Merrill Lynch   March 2009 - December 2010
Bank of America Merrill Lynch   January 2008 - February 2009
Bank of America Merrill Lynch   September 2006 - December 2007
Bank of America Merrill Lynch   August 2005 - August 2006
Gymnasium "Am Weißen Turm" Pößneck   September 2000 - May 2002

Skills
Commercial Banking, Customer Service, German, CRM, Client Services, Client Service Oriented, Critical Thinking, Language Teaching, Teaching English as a..., Treasury Management, Problem Solving, Cash Management, Treasury, Sales Operations, Treasury Services

Education
Colby College   1996 — 2000
Bachelor of Arts (B.A.), German Language Teacher Education

Loomis Chaffee School   1992 — 1996
High School

Michael Venezia Michael Venezia Greater Boston Area Details
Michael Venezia's Bank of America Merrill Lynch Experience January 1993 - Present
Job Wealth Management Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 1993 - Present

Skills
CRPC, Asset Allocation, Finance

Education
Colby College
Bachelor of Arts (B.A.), Business Administration and Management, General

Kevin Johns Kevin Johns Greater New York City Area Details
Kevin Johns's Bank of America Merrill Lynch Experience January 2010 - June 2011
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  June 2014 - Present
Citi  January 2013 - June 2014
Citi  June 2011 - January 2013
Bank of America Merrill Lynch   January 2010 - June 2011
Banc of America Securities  June 2006 - January 2010
Banc of America Securities  March 2004 - June 2006

Skills
Leveraged Finance, Finance, Fixed Income, Capital Markets, Investment Banking, Banking, Financial Modeling, Valuation, Credit Risk, Credit, Corporate Finance, Due Diligence, Mergers, Investments

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

Greg Burns Greg Burns New York, New York Details
Greg Burns's Bank of America Merrill Lynch Experience November 2012 - Present
Job Product Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   November 2012 - Present
Bank of America  2011 - January 2013
Bank of America  June 2010 - August 2010
GE  May 2008 - August 2008

Skills
Financial Analysis, Change Management, Economics, Banking, Risk Management, Business Analysis, Payments, Corporate Finance, Financial Services, Process Improvement, Project Management, Project Portfolio...

Education
Clemson University   2007 — 2013
Master of Arts (M.A.), Economics

Clemson University   2007 — 2011
B.S., Economics

Maastricht University   2010 — 2010
Master of Science (MSc), Economics

Connor Savage Connor Savage Charleston, South Carolina Details
Connor Savage's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Capital Markets Analyst at The Palmetto Group
Industry
Experience
The Palmetto Group  February 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
Trust for the National Mall  May 2013 - August 2013

Skills
Fundraising, Research, Leadership, Event Planning, Microsoft Excel, PowerPoint, Finance, Bloomberg Terminal, Philanthropy, Politics, Spanish, Investments, Microsoft Office, Project Finance, Financial Analysis, Financial Modeling, Microsoft Word

Education
College of Charleston   2011 — 2015
Bachelor of Science (B.S.), Finance, General

Bethesda-Chevy Chase High School   2007 — 2011
High School

Victor Chen Victor Chen Greater New York City Area Details
Victor Chen's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job MBA Candidate at Kellogg School of Management
Industry Financial Services
Experience
BlackRock  June 2013 - July 2015
Protiviti Inc.  August 2012 - June 2013
Bank of America Merrill Lynch   June 2011 - August 2011
AOI Advertising Promotion Inc   January 2011 - January 2011

Skills
Entrepreneurship, Financial Institutions, Strategic Planning, Financial Modeling, Field Work, Event Planning, Stata, Mandarin, Community Outreach, Public Speaking, Time Series Analysis, VBA, Quantitative Analytics, Relationship Management, Risk Management, Private Equity, Investor Relations, Leadership, Strategy

Education
Northwestern University - Kellogg School of Management   2015 — 2017
Master of Business Administration (MBA)

Colby College   2008 — 2012
Bachelor of Arts (B.A.), Economics, Mathematics, East Asian Studies

Louanne Woznicki Louanne Woznicki Charlotte, North Carolina Details
Louanne Woznicki's Bank of America Merrill Lynch Experience July 2014 - Present
Job Assistant Vice President Risk Analysis Specialist, Enterprise Credit Risk
Industry Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   July 2012 - July 2014
Bank of America Merrill Lynch   June 2011 - August 2011
American Financial Services Association  June 2010 - July 2010

Education
Clemson University - College of Business and Behavioral Science   2008 — 2012
Bachelor of Science, Financial Management and Political Science, Summa Cum Laude, 3.92 / 4.00

Juan Pablo Garavito Jurin Juan Pablo Garavito Jurin New York, New York Details
Juan Pablo Garavito Jurin's Bank of America Merrill Lynch Experience 2015 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   2015 - Present
Strategy&  June 2014 - August 2014
Euro Latina Finance   September 2012 - July 2013
Takticon   September 2010 - March 2013
Valfinanzas Banca de Inversión   April 2008 - September 2010
Banco de la República - Central Bank of Colombia   January 2006 - July 2006

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Project Management, Mergers & Acquisitions, Financial Statement..., Crystal Ball, Strategic Planning, Investments

Education
The University of Chicago Booth School of Business   2013 — 2015
Master of Business Administration (MBA)

Colegio de Estudios Superiores de Administración   2011 — 2012
Specialist, Corporate Finance

Universidad de Los Andes   2002 — 2008
Bachelor of Engineering (B.E.), Industrial Engineering

Mark M. Sullivan, CIMA®, CPWA® Mark M. Sullivan, CIMA®, CPWA® Greater Chicago Area Details
Mark M. Sullivan, CIMA®, CPWA®'s Bank of America Merrill Lynch Experience January 2009 - April 2010
Job Director, Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2014 - Present
Merrill Lynch  April 2010 - December 2013
Bank of America Merrill Lynch   January 2009 - April 2010
Merrill Lynch  2006 - 2009
Merrill Lynch  August 1999 - January 2005

Skills
Wealth Management, Investments, Financial Advisory, Banking, High Net Worth..., Leadership, Series 7, Series 63, Alternative Investments, Asset Allocation, Strategic Financial..., Investment Management, Investment Strategies

Education
John Carroll University   1995 — 1999
BSBA, Marketing and Logistics

Cleveland State University   2006 — 2009
MBA, Concentration in Finance

Nancy Reyda Nancy Reyda Greater New York City Area Details
Nancy Reyda's Bank of America Merrill Lynch Experience April 2015 - Present
Job Managing Director at Bank of America, COO Global Markets Technology
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2015 - Present
Deutsche Bank  September 2012 - February 2014
Deutsche Bank  January 2012 - September 2012
Goldman Sachs  June 2010 - December 2011
Barclays Capital  September 2008 - May 2010
Lehman Brothers  June 2008 - September 2008
The Trium Group  February 2007 - May 2008
Gap Inc.  July 2004 - February 2007
Chevron  October 2002 - June 2004
Chevron  July 1981 - June 2004

Skills
Mergers, Business Strategy, Change Management, Strategy Development

Education
Clarkson University   1977 — 1981
BSChE

Shannon Greulich Shannon Greulich Greater Chicago Area Details
Shannon Greulich's Bank of America Merrill Lynch Experience May 2011 - August 2012
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
Trinity Partners  June 2014 - April 2015
Trinity Partners  January 2014 - June 2014
Trinity Partners  August 2012 - January 2014
Bank of America Merrill Lynch   May 2011 - August 2012
Bank of America  June 2010 - August 2010

Skills
Excel, PowerPoint, Word, Series 79, Series 63

Education
Northwestern University - Kellogg School of Management   2015 — 2017
Master of Business Administration (M.B.A.)

Colgate University   2007 — 2011
BA, Neuroscience

Jonathan David Jonathan David Greater New York City Area Details
Jonathan David's Bank of America Merrill Lynch Experience 1995 - 2003
Job Global Banking & Markets Sales & Relationship Management Professional
Industry Investment Banking
Experience
HSBC Global Banking and Markets  June 2012 - Present
Barclays Capital  2004 - 2011
Bank of America Merrill Lynch   1995 - 2003
Lehman Brothers  1984 - 1994
Manufacturers Hanover Trust  1983 - 1984

Skills
Fixed Income, Investments, Capital Markets, Credit, Finance, Banking, Investment Banking, Hedge Funds, Sales, Structured Products, Derivatives, Management, Bonds, Structured Finance, Sales Management, Foreign Exchange, Interest Rates, Client Relationship..., Asset Management, Equities

Education
Clark University   1979 — 1983
Bachelor’s Degree, Economics & International Relations

Lincoln-Sudbury Regional High School   1974 — 1979
High School

Jennifer Bravo Jennifer Bravo Greater Philadelphia Area Details
Jennifer Bravo's Bank of America Merrill Lynch Experience October 2010 - July 2014
Job Financial Advisor at Wechsler Marsico Simpson
Industry Financial Services
Experience
Wechsler Marsico Simpson   2015 - Present
Bank of America Merrill Lynch   October 2010 - July 2014
Bank of America  May 2010 - October 2010
Bank of America  June 2008 - May 2010

Skills
Relationship Management, Investments, Risk Management, Portfolio Management, Capital Markets, Fixed Income, Securities

Education
Clemson University - College of Business and Behavioral Science   2004 — 2008
B.S., Financial Management

New York University - Leonard N. Stern School of Business   2013 — 2014
Certificate, Financial Planning

John S Johnson John S Johnson Charlotte, North Carolina Area Details
John S Johnson's Bank of America Merrill Lynch Experience February 2014 - Present
Job Operations Analyst Markets at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   February 2014 - Present
The Springs Company   June 2012 - February 2014

Skills
Customer Service, Guitar, FX Trading

Education
Clemson University   2008 — 2011
Bachelor's degree, Management

Winthrop University   2012 — 2013
Master of Business Administration (MBA), Finance

Lamonda Pete Lamonda Pete Winnsboro, South Carolina Details
Lamonda Pete's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Undergraduate Research Assistant at Clemson University Research Foundation
Industry Logistics and Supply Chain
Experience
Clemson University Research Foundation  January 2015 - Present
Office of Community & Ethical Standards   January 2014 - December 2014
Bank of America Merrill Lynch   June 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, PowerPoint, Matlab, Analysis, Customer Service, Windows, Management, Teamwork, Leadership, Social Media, Research, Project Management, Financial Analysis, Photoshop, English, Supply Chain..., Lean Six Sigma, VBA Programming

Education
Clemson University   2011 — 2015
Bachelor of Science (B.S.) Industrial Engineering, Industrial Engineering

Fairfield Central High School   2007 — 2011
High School

Andrew Dunmore Andrew Dunmore Chicago, Illinois Details
Andrew Dunmore's Bank of America Merrill Lynch Experience October 2009 - April 2012
Job Principal, Custom Solutions at Maven Wave Partners, LLC
Industry Information Technology and Services
Experience
Maven Wave Partners  April 2013 - Present
Maven Wave Partners  April 2012 - March 2013
Bank of America Merrill Lynch   October 2009 - April 2012
Bank of America LaSalle GTS   May 2008 - October 2009
LaSalle Bank GSTS   January 2007 - May 2008
Hewitt Associates  August 2006 - January 2007
Hewitt Associates  January 2005 - July 2006
Hewitt Associates  September 2003 - December 2004

Skills
SDLC, Business Analysis, Agile Methodologies, Agile Project Management, Visio, Requirements Analysis, SharePoint, Project Management, Software Development, Software Project..., Program Management, Scrum, Microsoft SQL Server, SQL, Analysis, Cloud Computing, Bloomberg, Strategy, Management, PowerPoint, MS Project, Business Process..., Process Improvement, AgileZen, Business Process, IT Strategy, Solution Architecture, Lotus Notes, Technology Management, Requirements Gathering, Change Management, Project Server, Enterprise Architecture, IT Management, Project Portfolio..., Release Management, User Experience, Parallel Computing, Google App Engine, Google Apps for Business, Application Lifecycle..., DevOps, UI Automation

Education
Colgate University   1999 — 2003
BA, Economics

Macquarie University   2001 — 2001
Study Abroad, Economics

Barrington High School   1995 — 1999
High School Diploma, General Studies

Jake Filoon Jake Filoon Wellesley Hills, Massachusetts Details
Jake Filoon's Bank of America Merrill Lynch Experience February 2009 - May 2011
Job Weston Financial, President & Chief Operating Officer
Industry Financial Services
Experience
Weston Financial  May 2011 - Present
Bank of America, Merrill Lynch  February 2009 - May 2011
U. S. Trust, Bank of America Private Wealth Management   May 2004 - February 2009
Columbia Management Advisors, Inc.   October 2002 - May 2004
FleetBoston Financial, Inc.   June 1990 - October 2002

Skills
Financial Analysis, Financial Services, Business Management and..., Series 7, Wealth Management, Personal Financial..., Strategic Planning, Business Development, Mergers & Acquisitions, MBA, Series 24, Mutual Fund Trustee -...

Education
Babson College   1988 — 1990
Master of Business Administration (M.B.A.)

Colby College   1979 — 1983
Bachelor of Arts (B.A.), Biology, Pre-Medicine

Andrew Hanson Andrew Hanson New York, New York Details
Andrew Hanson's Bank of America Merrill Lynch Experience January 2009 - August 2011
Job Managing Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley  August 2011 - Present
Bank of America Merrill Lynch   January 2009 - August 2011
Merrill Lynch  September 1991 - December 2008

Education
Cornell University - Johnson Graduate School of Management   1985 — 1987
Master of Business Administration (MBA)

Cornell Law School   1983 — 1987
Doctor of Law (JD)

Colby College   1979 — 1983
Bachelor of Arts (B.A.)

Nimu Shenoy, MBA Nimu Shenoy, MBA Charlotte, North Carolina Area Details
Nimu Shenoy, MBA's Bank of America Merrill Lynch Experience August 2007 - December 2010
Job Business Analyst Consultant at The DARTON GROUP for TIAACREF
Industry Financial Services
Experience
The DARTON GROUP for TIAA-CREF   February 2015 - Present
Wells Fargo  June 2013 - December 2014
Bank of America  August 2012 - June 2013
Wells Fargo Bank  March 2011 - August 2012
Bank of America Merrill Lynch   August 2007 - December 2010
JPMorgan Chase Bank  May 2000 - April 2007
Dixon Hughes, PLLC  June 1997 - March 2000

Skills
Banking, Business Process, Risk, Fixed Income, Documentation, Process Mapping, Building Relationships, Client Retention, Project Planning, Project Implementation, Leadership Development, Mentoring, Data Analysis, Technical Analysis, Compliance, External Audit, Software Documentation

Education
University of North Carolina at Charlotte - Belk College of Business   2008 — 2011
Masters, MBA - Finance Concentration

Clemson University   1992 — 1997
B.A, Speech & Communications Studies

Christina LaFortune, MBA Christina LaFortune, MBA Worcester, Massachusetts Details
Christina LaFortune, MBA's Bank of America Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2011 - Present
AstraZeneca R&D  February 2007 - December 2009
Wing Memorial Hospital  April 2004 - January 2007
CVS Pharmacy  June 2002 - May 2005
Palmer Auto School   January 2000 - July 2002

Skills
Series 7, Retirement Planning, Wealth Management, Insurance, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Financial Reporting, Investment Strategies, Selling, Sales, ETFs, Account Management, New Business Development, Business Planning, Asset Allocation, Accounting, Microsoft Office, Mutual Funds, Investments, Asset Management, Securities, Financial Analysis, Strategic Financial..., Coaching, Finance, Leadership, Event Planning, Marketing, Banking, Sales Management, Team Building, Strategic Planning, Portfolio Management, Financial Services, Social Media, Budgets

Education
College for Financial Planning   2011 — 2015
Financial Planning and Services

Fitchburg State College   2009 — 2011
Master of Business Administration (MBA), Accounting, 3.9 GPA

Westfield State College   2002 — 2007
Bachelor of Science (BS), Molecular Biology

Palmer High School

Alexandra Blum, CFP® Alexandra Blum, CFP® Minneapolis, Minnesota Details
Alexandra Blum, CFP®'s Bank of America Merrill Lynch Experience May 2011 - October 2012
Job Senior Vice President of Commercial Banking at Associated Bank
Industry Banking
Experience
Associated Bank  April 2015 - Present
MidCountry Bank  October 2012 - April 2015
Bank of America Merrill Lynch   May 2011 - October 2012
Minnesota Business Finance Corporation   June 1998 - March 2011
Heritage Bancshares Group   January 1997 - June 1998
Bremer Banks   October 1984 - January 1997

Education
Northeastern University   1979 — 1983
B.S., Finance

St. Cloud State University   1985 — 1988
MBA, Business Administration

College for Financial Planning   1986 — 1989
CFP®, Certified Financial Planner

University of Wisconsin-Madison   1991 — 1992
BAI, Community Bank Management Graduate Program

International Economic Development Council   2001 — 2002
CEcD, Certified Economic Developer

Dawn R. Schricke Dawn R. Schricke United States Details
Dawn R. Schricke's Bank of America Merrill Lynch Experience May 2015 - Present
Job Head of Advisor Implementation, Merrill Lynch Marketing
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions   January 2013 - May 2015
Merrill Lynch  April 2013 - December 2014
Ameriprise Financial  August 2011 - December 2012
Ameriprise Financial Services, Inc.   July 2008 - August 2011
Morgan Stanley  February 2007 - March 2008

Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning

Education
Oakland University   1998 — 2000
B.A., English & French Language & Literature

San Diego State University-California State University   1987 — 1989
International Finance

College for Financial Planning

Nicolas De Narvaez Montoya Nicolas De Narvaez Montoya New York, New York Details
Nicolas De Narvaez Montoya's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Associate Financial Sponsors Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
Duke University - The Fuqua School of Business  June 2013 - May 2015
Bank of America Merrill Lynch   June 2014 - August 2014
Linzor Capital Partners   January 2011 - June 2013
Helm Banca de Inversión   January 2009 - January 2010
Agora Corporate Advisors   April 2008 - December 2009
ABN AMRO  2006 - April 2008

Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Investment Banking, Emerging Markets, Mergers & Acquisitions, Venture Capital, Capital Markets, Financial Analysis, Business Strategy, Investments, Due Diligence, LBO, M&A experience

Education
Fuqua School of Business, Duke University   2013 — 2015
Master of Business Administration (MBA)

Colegio de Estudios Superiores de Administración   2002 — 2008
Bachelor in Business Administration, Major in Finance

Peter McGrath Peter McGrath Hamilton, New York Details
Peter McGrath's Bank of America Merrill Lynch Experience May 2014 - Present
Job Student at Colgate University & Incoming MBS Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2014 - Present
Colgate Annual Fund   January 2014 - December 2014
Colgate Interfraternity Council   November 2013 - December 2014
Ellington Management Group  May 2013 - August 2013
Good Hill Partners  June 2012 - May 2013

Skills
Entrepreneurship, Bloomberg, Microsoft Excel, Python, Java, ASP.NET, Microsoft SQL Server, JavaScript, C#, HTML, CSS, Adobe Illustrator, WordPress, Entrepreneurial..., Facebook, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Event Planning

Education
Colgate University   2011 — 2015
BA, Computer Science/Mathematics, History

Hopkins School   2007 — 2011
High School

Ryan Dowgin Ryan Dowgin Greater New York City Area Details
Ryan Dowgin's Bank of America Merrill Lynch Experience September 2009 - December 2013
Job Online Fraud Monitoring Senior Fraud Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2014 - Present
Colgate Football Twitter   March 2011 - Present
Merrill Lynch  January 2014 - April 2014
Bank of America Merrill Lynch   September 2009 - December 2013

Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Project Management, Nonprofits, Management, Fundraising, Social Media

Education
Colgate University   2005 — 2009
Bachelor of Arts (BA), Geography

Mohannad Sibai Mohannad Sibai Cleveland/Akron, Ohio Area Details
Mohannad Sibai's Bank of America Merrill Lynch Experience July 2011 - December 2011
Job Financial Analyst at Invacare Corporation
Industry Financial Services
Experience
Invacare Corporation  February 2013 - Present
USAITP   July 2012 - February 2013
Bank of America Merrill Lynch   July 2011 - December 2011
Cleveland Marshal College of Law, Law Library.   February 2011 - December 2011
Cleveland Clinic, Global Patient Services.   May 2011 - August 2011
Cleveland State University, Tutoring & Academic Success Center   February 2010 - August 2010

Skills
Financial Analysis, Financial Statement..., Financial Modeling, Financial Advisory, Industry Research, Office Administration, Academic Tutoring, Peer Tutoring, Interpretation, Economic Research, Business Valuation, Accounting

Education
Cleveland State University   2009 — 2012
Master of Business Administration (MBA), Finance, 3.87

Yaa Genfi Yaa Genfi Greater New York City Area Details
Yaa Genfi's Bank of America Merrill Lynch Experience July 2013 - Present
Job AVP Regulatory Reporting
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2013 - Present
FINRA  March 2006 - March 2013

Skills
Securities, FINRA, Series 7, AML, Broker-Dealer

Education
Clark Atlanta University   2002 — 2005
Bachelors of Arts, Accounting

Kris Kusterman Kris Kusterman Fort Mill, South Carolina Details
Kris Kusterman's Bank of America Merrill Lynch Experience October 2013 - Present
Job FInancial Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   October 2013 - Present
Clemson University  August 2011 - May 2012

Skills
Stata, Microsoft Excel, Statistical Modeling, Databases, Regression Analysis

Education
Clemson University   2012 — 2013
Master of Arts (M.A.), Economics, 3.88

Clemson University   2008 — 2012
Bachelor's degree, Economics

Sam Epps Sam Epps Charlotte, North Carolina Area Details
Sam Epps's Bank of America Merrill Lynch Experience August 2013 - July 2014
Job Capital Markets Middle Office Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2014 - Present
Bank of America - Merrill Lynch  August 2013 - July 2014
Bank of America  June 2013 - August 2013
Applied Data Technologies   April 2012 - May 2013

Skills
Derivatives, Finance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Risk Management, Time Management

Education
Clemson University
Bachelor of Science, Financial Management; finance

Markos Georges Markos Georges Audubon, New Jersey Details
Markos Georges's Bank of America Merrill Lynch Experience September 2015 - Present
Job Software Development Trainee at FDM Group
Industry Architecture & Planning
Experience
Bank of America Merrill Lynch   September 2015 - Present
FDM Group  August 2015 - September 2015
JKR Partners LLC  June 2014 - August 2014
JKR Partners LLC  June 2013 - August 2013
Colgate University  September 2011 - May 2013
JKR Partners LLC  June 2012 - August 2012

Skills
Microsoft Office, Python, Java, Microsoft Excel, Oracle SQL Developer, Microsoft Word, PowerPoint, Data Entry, OS X, Research, HTML, C, JavaScript, Outlook, Ruby on Rails

Education
Colgate University   2011 — 2015
Bachelor's Degree, Computer Science

Audubon High School   2007 — 2011
High School Diploma

Jonathan Ryder Jonathan Ryder Boston, Massachusetts Details
Jonathan Ryder's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Northern Pines Capital
Industry Investment Management
Experience
Northern Pines Capital   July 2013 - Present
Bank of America Merrill Lynch   June 2012 - August 2012
Camber Capital Management   May 2011 - August 2011
Midwood Capital Management   January 2006 - March 2011
Monitor Clipper Partners  June 2004 - January 2006
Monitor Group  September 2003 - June 2004

Education
Tuck School of Business at Dartmouth   2011 — 2013
MBA with High Distinction

Colby College   1998 — 2002
BA, Summa Cum Laude, Economics, Mathematics

Tim Cassidy Tim Cassidy Greater New York City Area Details
Tim Cassidy's Bank of America Merrill Lynch Experience July 2009 - September 2011
Job Vice President at Aumundi Smith Breeden
Industry Investment Management
Experience
Aumundi Smith Breeden   August 2014 - Present
Stifel Nicolaus and Company   September 2012 - July 2014
Bank of America Merrill Lynch   July 2009 - September 2011
Barclays Capital  June 2006 - June 2007
JPMorgan Chase  June 2004 - June 2006
JPMorgan Chase  May 2004 - May 2006
Sumitomo Corporation of America  June 2002 - June 2004

Education
Duke Fuqua School of Business   2007 — 2009

Colby College   1997 — 2001

Darien High School

David Van Hoy David Van Hoy Charlotte, North Carolina Details
David Van Hoy's Bank of America Merrill Lynch Experience August 2014 - Present
Job Leveraged Finance at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2014 - Present
SunTrust Robinson Humphrey  June 2011 - June 2014

Skills
Investment Banking, Financial Modeling, Valuation, Leveraged Finance, LBO, High Yield Bonds, Bloomberg, Financial Analysis, DCF Valuation, DCF, Corporate Finance, Private Equity, Microsoft Excel

Education
Clemson University
BS, Biological Sciences

Clemson University - College of Business and Behavioral Science
BS, Corporate Finance; Accounting Minor

Lesley Roxe McNamara Lesley Roxe McNamara Charlotte, North Carolina Area Details
Lesley Roxe McNamara's Bank of America Merrill Lynch Experience May 2013 - Present
Job Director, Strategy & Business Development
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2013 - Present
Bank of America  March 2010 - May 2013
Bank of America  June 2008 - March 2010
Morgan Stanley  March 2005 - June 2006
Greenwich Associates  July 2001 - February 2005

Skills
Strategy, Segmentation, Banking, Portfolio Management, Financial Analysis, Financial Services, Investments, Relationship Management

Education
Duke University - The Fuqua School of Business   2006 — 2008
MBA, Strategy, Marketing

Colgate University   1997 — 2001
BA, English

William Archer William Archer Greater New York City Area Details
William Archer's Bank of America Merrill Lynch Experience July 2014 - Present
Job Associate Mergers & Acquisitions Investment Banking
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
Amazon  June 2013 - August 2013
FLAG Capital Management, LLC  August 2009 - June 2012
Goldman Sachs  July 2007 - July 2009

Education
Kellogg Graduate School of Management   2012 — 2014
Master of Business Administration (MBA)

Colgate University   2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government

Jamie Kryder Jamie Kryder Charlotte, North Carolina Details
Jamie Kryder's Bank of America Merrill Lynch Experience May 2015 - Present
Job Liquidity Risk Sr Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   May 2015 - Present
Bank of America Merrill Lynch   June 2012 - May 2015
Mass Electric Construction Co.  May 2011 - August 2011
Johnson & Johnson  May 2010 - December 2010

Skills
Microsoft Office

Education
Indiana University - Kelley School of Business   2015 — 2017
Master’s Degree, Finance

Clemson University   2010 — 2013
Bachelor’s Degree, Financial Management

Angelo Mitsopoulos Angelo Mitsopoulos Charlotte, North Carolina Area Details
Angelo Mitsopoulos's Bank of America Merrill Lynch Experience March 2014 - Present
Job COO, Global Securities Operations at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   March 2014 - Present
Bank of America Merrill Lynch   January 2011 - March 2014
Bank of AmericaMerrill Lynch  December 2009 - January 2011
Bank of America  January 2009 - December 2009
Bank of America  November 2005 - December 2008
Bank of America  March 2005 - November 2005
Bank of America  June 2003 - March 2005

Skills
Six Sigma, Strategy, Process Improvement, Vendor Management, Strategic Planning, Securities, Operations Management, Lean Manufacturing, Management, Risk Management, Financial Services, Talent Management, Business Analysis, Project Management, Cross-functional Team..., Green Belt, Banking, Bloomberg, Globalization, Change Management, Program Management, Business Process..., Mergers & Acquisitions, Outsourcing, IT Strategy

Education
Loyola Academy   1994 — 1998
College Preparatory

Clemson University
BS, Computer Information Systems / Operations Management

Brad Miles Brad Miles Greater New York City Area Details
Brad Miles's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Colgate University  December 2013 - Present
Bank of America Merrill Lynch   June 2015 - August 2015
NXTP Labs   June 2014 - August 2014
Russell Tobin & Associates  May 2014 - June 2014
Equity Management Associates   March 2014 - March 2014
Colgate University  July 2013 - January 2014
Colgate University  August 2012 - December 2013
Sequoia Schools  May 2012 - August 2013

Skills
Research, Market Research, Qualitative Research, Data Analysis, MATLAB, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Management, Python, Machining, Editing, CAD, Spanish, Public Speaking, Physics, Quantitative Analytics

Education
Colgate University   2012 — 2016
Bachelor of Arts (BA), Physics and Economics

Mountain Ridge High School   2008 — 2012

Saumil Kapadia Saumil Kapadia New York, New York Details
Saumil Kapadia's Bank of America Merrill Lynch Experience June 2010 - December 2013
Job Vice President, Equity Capital Markets Technology at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  December 2013 - Present
Bank of America Merrill Lynch   June 2010 - December 2013
Dealogic  August 2004 - June 2010
Massand Associates Inc.   July 2002 - August 2004
Pharmacia (Pfizer)   May 2001 - August 2001

Skills
SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Tableau, CRM, Software Development, Vendor Management, Business Requirements, Equities, Quality Assurance, Requirements Gathering, PMO, Strategy, Analysis, Capital Markets, Agile Methodologies, Testing, Management, Project Management, Project Planning, User Acceptance Testing, Data Warehousing, Financial Services, Banking, Investment Banking, Software Project..., IT Strategy, Roadshows, System Design, Performance Reporting, Market Data, Visio

Education
Clarkson University   2001 — 2002
Masters, Information Technology

Deakin University   1997 — 2000
Bachelors, MIS/E-Commerce/Marketing

St. Mary's ISC   1985 — 1995

SAP

Karl Helland Karl Helland Greater Philadelphia Area Details
Karl Helland's Bank of America Merrill Lynch Experience February 2005 - Present
Job SVP at Bank of America
Industry Information Technology and Services
Experience
Bank of America - Merrill Lynch  February 2005 - Present
Approach Inc  1996 - 2001

Skills
Market Data, Enterprise Architecture, SDLC, SOA, IT Strategy, Software Project..., Program Management, Agile Methodologies

Education
New York University   1987 — 1990
MS, Computer Science

Colgate University   1982 — 1986
BA, Philosophy

Venu Nemallikanti Venu Nemallikanti Greater New York City Area Details
Venu Nemallikanti's Bank of America Merrill Lynch Experience January 2007 - Present
Job VP Systems Eng Infrastructure Availability Services Messaging Middleware
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   January 2007 - Present
MindTrust Consulting Services, Inc.   January 2007 - December 2009
Compu Info   January 2007 - December 2009
Cendant Corp  2005 - 2007
UCA Services, Inc.   2003 - 2007
Entente Global Info Solutions   2005 - 2006
Gemsoft International   June 2000 - June 2001

Skills
TIBCO Rendezvous, TIBCO, Java, Red Hat Linux, Sybase, Unix, Solaris, SOA, JMS, Enterprise Architecture, SDLC, Oracle, Cloud Computing, Linux, Integration, Java Enterprise Edition, Electronic Trading, Messaging, SOAP, Infrastructure, Unix Shell Scripting, Solution Architecture, Agile Methodologies, Weblogic

Education
The University of Texas at Dallas   2001 — 2003
Master's degree, Computer Systems Networking and Telecommunications

Cochin University of Science and Technology   1996 — 2000
Bachelor of Technology (B.Tech.), Computer Science

Edward Jay Edward Jay Buffalo/Niagara, New York Area Details
Edward Jay's Bank of America Merrill Lynch Experience July 2011 - July 2014
Job Lead Architect Commercial Financial Services at First Niagara Financial Group
Industry Information Technology and Services
Experience
First Niagara Bank  August 2014 - Present
Bank of America Merrill Lynch   July 2011 - July 2014
HSBC - Hong Kong  July 2009 - July 2011
HSBC Bank USA  December 1996 - July 2011
HSBC  December 1996 - July 2011
Fundtech  1996 - 2010

Skills
Payments, SDLC, Requirements Analysis, Software Project..., Solution Architecture, Business Analysis, SOA, Enterprise Architecture, Requirements Gathering, Unix, IT Strategy, Software Development, Agile Methodologies, Vendor Management, SQL, Integration, Oracle, Project Delivery, Business Intelligence, Data Warehousing, Payment Systems

Education
State University of New York at Buffalo   1988 — 1992
Master of Science (M.S.), Computer Science

Clarkson University   1986 — 1988
Bachelor of Science (B.S.), Electrical Engineering

Renetta Evans Renetta Evans Charlotte, North Carolina Area Details
Renetta Evans's Bank of America Merrill Lynch Experience June 2013 - November 2013
Job Marketing Program Manager
Industry Marketing and Advertising
Experience
Wells Fargo  August 2015 - Present
Wells Fargo  November 2013 - Present
Wells Fargo  November 2013 - July 2015
Bank of America Merrill Lynch   June 2013 - November 2013
Fifth Third Bank  August 2012 - June 2013
Wells Fargo Bank  May 2011 - May 2012
Morgan Stanley  November 2004 - May 2008
MCI  January 2004 - June 2004
MCI  June 2001 - January 2004
Bank of America  May 2000 - August 2000

Skills
Direct Marketing, Marketing Management, B2B, Budgeting, Marketing Strategy, Marketing Communications

Education
Clark Atlanta University   1999 — 2001
Master of Business Administration (MBA), Marketing

University of North Carolina at Charlotte - Belk College of Business
BA, Economics

Annie Ross Annie Ross Cleveland/Akron, Ohio Area Details
Annie Ross's Bank of America Merrill Lynch Experience March 2015 - Present
Job Enterprise Client Coverage
Industry Banking
Experience
Bank of America Merrill Lynch   March 2015 - Present
KeyBank  September 2013 - March 2015
KeyBank  February 2012 - August 2013
KeyBanc Capital Markets  March 2005 - February 2012

Skills
Capital Markets, Fixed Income, Portfolio Management, Investment Banking, Bonds, Series 7, Financial Modeling, Credit Analysis, Securities, Investments, Banking, Equities, Commercial Banking, Bloomberg, Series 63, Debt, Series 79

Education
Cleveland State University
MBA

Miami University
BS, Marketing

Peter Benham Peter Benham Greater Boston Area Details
Peter Benham's Bank of America Merrill Lynch Experience September 2014 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2014 - Present
RBS Citizens  2011 - August 2014
NewStar Financial, Inc.   2005 - June 2011
Bank of America  2004 - 2005
Fleet Bank  1999 - 2004
Bank of Boston  1993 - 1999

Skills
Banking, Securitization, Leveraged Finance, Capital Markets, Structured Finance, Financial Analysis, Financial Structuring, Finance, Credit Analysis, Investment Banking, Private Equity, Portfolio Management, Fixed Income, Credit Risk, Commercial Lending

Education
Colgate University   1989 — 1993
Economics

Annie Burke Annie Burke New York, New York Details
Annie Burke's Bank of America Merrill Lynch Experience January 2010 - June 2011
Job Event Marketing at UBS
Industry Information Services
Experience
UBS  August 2015 - Present
Deutsche Bank  July 2011 - March 2015
Bank of America Merrill Lynch   January 2010 - June 2011
The Royal Bank of Scotland  September 2006 - December 2009
The Whitney Museum of American Art  April 2005 - September 2006
The Solomon R. Guggenheim Museum  September 2003 - April 2005

Skills
Event Planning, Event Management, Management, Investment Banking, Marketing, Financial Modeling, Capital Markets, Marketing Communications, Social Media, Strategic Planning, Philanthropy, Leadership

Education
Cornell University - Johnson Graduate School of Management   2015 — 2016
Certificate, Marketing Strategy

Clemson University   1999 — 2003

NYU School of Professional Studies
Business Writing and Economic Politics

Steven M. Nocka Steven M. Nocka Boston, Massachusetts Details
Steven M. Nocka's Bank of America Merrill Lynch Experience August 2011 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2011 - Present
Bank of America  March 2008 - January 2009
Bank of America  January 2007 - March 2008
Bank of America  1992 - 2008
Bank of America  April 2004 - January 2007
Fleet Bank  January 2001 - April 2004
Greenwich CT Public Schools   September 1986 - August 1990

Skills
Credit, Banking, Middle Market, Commercial Banking, Financial Markets, Credit Analysis, Loans, Capital Markets, Commercial Lending, Financial Structuring, Fixed Income, Portfolio Management, Investment Banking, Alternative Investments, Loan Origination

Education
Yale University - Yale School of Management   1990 — 1992
MBA, Finance

Teachers College of Columbia University   1985 — 1986
MA, Education

Colgate University   1980 — 1984
BA, History and Economics

Siva Raghavendran Ramanan Siva Raghavendran Ramanan Greater New York City Area Details
Siva Raghavendran Ramanan's Bank of America Merrill Lynch Experience February 2014 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America - Merrill Lynch  February 2014 - Present
Bank of America - Merrill Lynch  August 2011 - Present
JP Morgan Chase  February 2011 - August 2011
Barclays Capital  December 2010 - January 2011
Tata Consultancy Services  January 2010 - September 2010
Tata Consultancy Services  March 2007 - December 2009
Tata Consultancy Services  June 2005 - February 2007

Education
Coimbatore Institute of Technology   2001 — 2005
Bachelor of Engineering, Electrical & Electronics

New York University - Leonard N. Stern School of Business

Matthew Collins, CFA Matthew Collins, CFA New York, New York Details
Matthew Collins, CFA's Bank of America Merrill Lynch Experience March 2012 - June 2012
Job Director at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ  June 2012 - Present
Bank of America Merrill Lynch   March 2012 - June 2012
Bank of America Merrill Lynch   August 2009 - February 2012
Banc of America Securities  June 2008 - August 2008
AAI Services Inc.   August 2003 - March 2007
Medical University of South Carolina  January 2002 - August 2002

Skills
Software Development, C++, Perl, VBA, Microsoft Excel, Financial Modeling, Stable Value, BondEdge, Charles River IMS, Data Analysis, Investments, Structured Finance

Education
Wake Forest University   2007 — 2009
MBA, Finance, Operations Management

College of Charleston   1997 — 2003
B.S., Mathematics and Computer Science

Ross Procik Ross Procik New York, New York Details
Ross Procik's Bank of America Merrill Lynch Experience May 2013 - Present
Job Associate; at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   May 2013 - Present
Bank of America Merrill Lynch   July 2011 - May 2013
Bank of America  July 2009 - August 2011
Bank of America  June 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Banking, Strategic Financial..., Valuation, Financial Reporting, Essbase, Bloomberg, Portfolio Management, Accounting

Education
Clemson University - College of Business and Behavioral Science   2005 — 2009
BS, Financial Management: Corporate Finance Concentration; Minor Accounting

Kenneth Bruce Kenneth Bruce San Francisco Bay Area Details
Kenneth Bruce's Bank of America Merrill Lynch Experience July 2003 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2003 - Present
Fiserv  January 2000 - July 2003
Wilshire Financial Services Group  September 1997 - January 2000
Countrywide Home Loans  October 1995 - August 1997
Fannie Mae  1993 - 1995

Education
University of California, Berkeley, Haas School of Business   2000 — 2002
MBA, Finance

Clemson University - College of Business and Behavioral Science   1985 — 1989
BS, Finance

JB Meanor JB Meanor Charlotte, North Carolina Details
JB Meanor's Bank of America Merrill Lynch Experience October 2014 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2014 - Present
Bank of America Merrill Lynch   November 2005 - October 2014
Bank of America  September 1997 - November 2005

Skills
Banking, Capital Markets, Credit Analysis, Commercial Banking, Investment Banking, Portfolio Management, Wealth Management, Financial Modeling, Finance, Credit Risk, Financial Analysis, Financial Risk, Treasury Management, Risk Management, Credit, Mergers, Leveraged Finance, Due Diligence, Private Equity, Loan Origination, Valuation, Management

Education
Wake Forest University - Babcock Graduate School of Management   2003 — 2005
MBA, Business Administration and Management, General

Clemson University   1986 — 1990
BS, Finance/Accounting

Anne Marie Rose Anne Marie Rose Greater New York City Area Details
Anne Marie Rose's Bank of America Merrill Lynch Experience May 2015 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2015 - Present
Bank of America Merrill Lynch   November 2011 - Present
Bank of America Merrill Lynch   March 2005 - October 2011
Merrill Lynch  February 2000 - March 2005

Education
Colgate University   1989 — 1993
B.A., Economics

Allen Jones Allen Jones Boston, Massachusetts Details
Allen Jones's Bank of America Merrill Lynch Experience September 2013 - Present
Job Associate Director Boston Financial Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2013 - Present
Bank of America  January 2011 - August 2013
Bank of America  March 2010 - January 2011
Bank of America  May 2009 - March 2010
Bank of America  March 2008 - May 2009

Skills
Sales, Marketing Strategy, Customer Experience, Banking, Strategy, Leadership, Credit, Management, Retail, Team Building, Business Strategy, Business Development, Risk Management, Enterprise Software, Investments, Training, Customer Service, Budgets, Segmentation, Financial Services, Social Media Marketing

Education
Clemson University   1986 — 1990
BS, Financial Management

University of Virginia   1999 — 2001
Retail Bank Management, Graduate School of Retail Bank Management

Alexandra Hirsch Alexandra Hirsch New York, New York Details
Alexandra Hirsch's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Vice President at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P.   February 2015 - Present
Shenkman Capital Management  September 2012 - January 2015
Bank of America Merrill Lynch   June 2011 - August 2011
Pacific Harbor Group   May 2010 - June 2010
Merrill Lynch  March 2008 - March 2009
Dresdner Kleinwort  July 2005 - February 2008

Skills
Credit, Equities, Trading, Equity Derivatives, Hedge Funds

Education
The University of Chicago - Booth School of Business   2010 — 2012
MBA, Analytical Finance and Economics

Colgate University   2001 — 2005
BA, Political Science

Millburn High School

Brian McSherry Brian McSherry Greater Boston Area Details
Brian McSherry's Bank of America Merrill Lynch Experience May 2015 - Present
Job Director US Equity Research Sales BAML
Industry Investment Management
Experience
Bank of America Merrill Lynch   May 2015 - Present
Sterne Agee  August 2011 - May 2015
Howe Barnes Hoefer & Arnett  September 2010 - June 2011
Fontana Capital   May 2007 - September 2010
Keefe, Bruyette & Woods   June 2004 - May 2007

Education
Clarkson University   2003 — 2004
MBA

Saint Michael's College   1999 — 2003
BS, Business Administration - Finance

Bill Griffin, CFA Bill Griffin, CFA Greater New York City Area Details
Bill Griffin, CFA's Bank of America Merrill Lynch Experience May 2013 - Present
Job Vice President, Product Valuation Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2013 - Present
Aviva USA  May 2012 - May 2013
Aladdin Capital Management  October 2006 - December 2010
Aladdin Capital Management  2006 - 2010
global investment bank   August 2008 - November 2009
Asset-Backed Securities Group   October 2006 - August 2008
Flathead Advisors, Inc   January 2004 - September 2006
Transamerica Investment Services, Inc   August 1991 - January 2000
Countrywide Credit Industries  April 1991 - August 1991
Mabon, Nugent & Co   January 1988 - May 1990

Skills
Portfolio Management, Fixed Income Management, Credit Risk, Microsoft Office, Excel, Risk Management, Financial Modeling, Statistics, ALM, Fixed Income, Derivatives, Strategy Development, Bloomberg, Analytics, Word, PowerPoint, Valuation, Outlook, Market Risk, Financial Analysis, Trading, Capital Markets, Swaps, Bonds, Hedging, Problem Solving, Risk, Asset Management, Data Analysis, Financial Markets, Writing, Credit Analysis, Team Leadership, CDS, CDO, CMBS, Asset, Hedge Funds, Investments, Credit Derivatives, Structured Products, Securities, ABS, Credit, Quantitative Analysis, Asset Allocation, Structuring, Mutual Funds, Securitization, Financial Structuring

Education
Colgate University   1981 — 1984
B.A, History

Zachary Davies Zachary Davies New York, New York Details
Zachary Davies's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job Finance Manager at Vince
Industry Financial Services
Experience
Vince  April 2015 - Present
Vince  July 2013 - April 2015
Bank of America Merrill Lynch   July 2011 - June 2013
JPMorgan Chase  June 2010 - August 2010
JPMorgan Chase  June 2009 - August 2009
NBC Universal  May 2008 - August 2008

Education
Colgate University   2007 — 2011
B.A., Economics

Gavin Hutto Gavin Hutto Charlotte, North Carolina Area Details
Gavin Hutto's Bank of America Merrill Lynch Experience May 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   May 2013 - Present
Bank of America Merrill Lynch   May 2011 - May 2013
Bank of America  June 2009 - May 2011
Wachovia Corporation  June 2008 - August 2008

Education
Clemson University - College of Business and Behavioral Science   2005 — 2009
BS, Financial Management

Daniel DeSantis Daniel DeSantis Charlotte, North Carolina Area Details
Daniel DeSantis's Bank of America Merrill Lynch Experience May 2005 - April 2010
Job Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  April 2013 - Present
Bank of America  April 2010 - April 2013
Bank of America Merrill Lynch   May 2005 - April 2010

Skills
Financial Analysis, Corporate Finance, Finance, Accounting, Forecasting, Banking, Strategy, Financial Risk, Account Reconciliation, Management, Trading, General Ledger, Economics, Treasury Management, Project Planning

Education
Clarkson University   2001 — 2005
Bachelor of Science, Finance

St. Josephs Collegiate Institute   1998 — 2001

Andrew Donner Andrew Donner Greater New York City Area Details
Andrew Donner's Bank of America Merrill Lynch Experience July 2008 - May 2011
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley  August 2011 - December 2014
Morgan Stanley  June 2011 - July 2011
Bank of America Merrill Lynch   July 2008 - May 2011
Credit Suisse  June 2007 - August 2007

Education
Colgate University   2004 — 2008
Bachelors, Economics

The Lawrenceville School   2000 — 2004

Davena Gross-Licitra Davena Gross-Licitra Greater New York City Area Details
Davena Gross-Licitra's Bank of America Merrill Lynch Experience October 2011 - October 2014
Job VP, Senior Marketing Programs Development Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   October 2011 - October 2014
Bank of America Merrill Lynch   October 2008 - October 2011
Bank of America  February 2007 - October 2008
Red Letter Events   January 2007 - October 2008
Bank of America  July 2006 - February 2007
Carolina Ballet  1999 - 2003

Skills
Advertising, Event Management, Sponsorship Activation, Collateral Materials..., Multi-channel Marketing, Media Planning, Corporate Events, Creative Direction, Large Budget Management, Corporate Social..., Global Marketing, Marketing Strategy, Global Strategy, Financial Services, Investment Banking, Capital Markets, Direct Marketing, Digital Marketing, Social Media Marketing, Marketing Communications, Relationship Management, Multi Tasking, Priority Management

Education
College of Charleston
BA, Corporate Communications, Cum Laude

The School of American Ballet   1996 — 1999
Full Scholarship Student

Professional Children's School   1996 — 1998

Kittatinny Regional High School

Michael Yun Michael Yun Raleigh-Durham, North Carolina Area Details
Michael Yun's Bank of America Merrill Lynch Experience July 2011 - March 2013
Job Business Operations & Human Resources Manager at Duke University
Industry Executive Office
Experience
Duke University Athletics  July 2015 - Present
LiNK: Liberty in North Korea   April 2013 - June 2015
Bank of America Merrill Lynch   July 2011 - March 2013
JPMorgan  November 2007 - July 2011
FXCM  2003 - 2007

Skills
FX Options, Prime Brokerage, Hedge Funds, Options, Derivatives, Alternative Investments, Portfolio Management, Capital Markets, Equities, Fixed Income, Trading Systems, Finance, Trading, Asset Management, Investments

Education
Clark University
BS, Economics

Wheaton College   1997 — 1999

Brian Young Brian Young Greater Los Angeles Area Details
Brian Young's Bank of America Merrill Lynch Experience March 2009 - April 2010
Job SVP, Head of Compensation, Benefits, and Information Systems at Ares Management
Industry Financial Services
Experience
Ares Management  September 2014 - Present
Credit Suisse  April 2010 - July 2014
Bank of America Merrill Lynch   March 2009 - April 2010
Merrill Lynch  March 2000 - March 2009
American Management Systems  July 1997 - March 2000

Skills
Equities, Investment Banking, Human Resources, Derivatives, Employee Benefits, Deferred Compensation, Workforce Planning, Compensation Structures, Compensation & Benefits..., Compensation Strategies, Fixed Income, Market Analysis, Market Data, HRIS, Incentive Programs, Performance Management, Personnel Management, Asset Management, Securities, Financial Services, Mergers, Talent Management

Education
Clarkson University
Master of Science (M.S.), Management Information Systems, General

State University of New York College at Geneseo
Bachelor of Science (B.S.), Business Administration and Management, General

Bradford Rawlings Bradford Rawlings Charleston, South Carolina Area Details
Bradford Rawlings's Bank of America Merrill Lynch Experience April 1998 - Present
Job Senior Financial Advisor Vice President Bank of America Merrill Lynch Wealth Managment
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 1998 - Present
Morgan Stanley  April 1997 - April 1998

Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Financial Advisory

Education
College of Charleston   1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations / Accounting

William Arnold William Arnold Greater New York City Area Details
William Arnold's Bank of America Merrill Lynch Experience September 2006 - Present
Job Managing Director, Chief Operating Officer Global Mortgages & Securitized Products at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   September 2006 - Present
Barclays Investment Bank  February 2002 - September 2006
Lehman Brothers  July 1987 - February 2002

Skills
Fixed Income, Equities, Derivatives, Investment Banking, Capital Markets, Series 7, Trading Systems, Alternative Investments, Securities, Financial Markets, Structured Products, Electronic Trading

Education
Clarion University of Pennsylvania   1980 — 1985
Master of Business Administration (MBA), Accounting

Brian Doring Brian Doring Charlotte, North Carolina Details
Brian Doring's Bank of America Merrill Lynch Experience January 2015 - Present
Job Treasury Services Director at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   January 2015 - Present
Bank of America Merrill Lynch   March 2013 - January 2015
Bank of America  March 2011 - March 2013
Omni Hotels  May 2009 - March 2011
Omni Hotels  2009 - 2009
Captains Quarters Resort/Hotel Blue   2006 - 2009

Skills
Hotels, Front Office, Revenue Analysis, Hospitality, Hospitality Management, Hospitality Industry, Customer Service, Food & Beverage, Budgets, Team Building, Employee Relations, Sales, Sales Management, Operations Management, Banking, Relationship Management, Hiring, New Business Development, Treasury Services, Management, Customer Satisfaction

Education
Coastal Carolina University   2005 — 2009
BSBA, Business

Alexander Ardente Alexander Ardente Greater New York City Area Details
Alexander Ardente's Bank of America Merrill Lynch Experience July 2015 - Present
Job Analyst in the Capital Strategy Group
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2015 - Present
U.S. Trust   July 2014 - July 2015
U.S. Trust   September 2013 - July 2014
State Street Bank  January 2013 - September 2013
Family Asset Management, LLC   January 2012 - December 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Real Estate, Social Media, Marketing, Social Networking, Public Speaking, Event Planning, Public Relations, Market Research, Investments, Leadership, Fundraising, Sales, Data Analysis, Access, Microsoft Word, Research

Education
College of Charleston   2008 — 2012
Bachelor of Science (B.S.), Economics

Moses Brown School   2000 — 2008

Raj Rao Raj Rao Greater New York City Area Details
Raj Rao's Bank of America Merrill Lynch Experience 2007 - 2008
Job Senior Manager, Capital Markets at Capital One
Industry Computer Software
Experience
Capital One  October 2013 - Present
Calypso Technology  January 2007 - October 2013
TD  2013 - 2013
LAMCO LLC  2010 - 2011
LAMCO LLC  2010 - 2011
Bank of America Merrill Lynch   2007 - 2008
Natixis  2004 - 2007
Summit Systems  January 1995 - January 2000

Skills
Calypso, Swaps, Trading Systems, Derivatives, Interest Rate..., Credit Derivatives, Fixed Income, Financial Risk, Back Office, Sybase, FX Options, Market Data, Electronic Trading, SDLC, Market Risk, Middle Office, Integration, Options, Financial Markets, Capital Markets, Rates, SQL, SWIFT payments, Equity Derivatives, Settlement, Bonds, Investment Banking, Commodity Markets, Foreign Exchange

Education
New Jersey Institute of Technology   1993 — 1995
MS, Computer Science

Clemson University   1991 — 1993
MS, Mechanical Engineering

Douglas Speegle Douglas Speegle Greater New York City Area Details
Douglas Speegle's Bank of America Merrill Lynch Experience July 2007 - May 2011
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  May 2011 - Present
Bank of America Merrill Lynch   July 2007 - May 2011
Jefferies & Company  February 2002 - July 2007

Education
University of Pennsylvania - The Wharton School   1988 — 1990
MBA, Finance

Colgate University   1982 — 1986
BA, Economics

Joseph Tarditi Joseph Tarditi Greater New York City Area Details
Joseph Tarditi's Bank of America Merrill Lynch Experience June 2015 - Present
Job Managing Director, STFI Sales at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
Jefferies LLC  May 2009 - June 2015
Merrill Lynch  1999 - 2009

Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Marketing, Portfolio Management, Mutual Funds, Securities, Private Equity, Series 63, Series 7, Structured Finance, Structured Products, Trading, Trading Systems, Wealth Management

Education
NYU Stern School of Business   1998 — 2000
Master of Business Administration (MBA), Finance, General

Clemson University   1989 — 1993
Bachelor of Science (B.S.), Accounting

Bryan Friello Bryan Friello Charlotte, North Carolina Area Details
Bryan Friello's Bank of America Merrill Lynch Experience March 2015 - Present
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2015 - Present
Bank of America Merrill Lynch   January 2015 - Present
Bank of America Merrill Lynch   January 2014 - January 2015
Bank of America Merrill Lynch   March 2012 - January 2014
Bank of America Merrill Lynch   March 2011 - March 2012
Aflac  May 2010 - March 2011
Saratoga National Golf Club  2007 - 2009

Skills
Microsoft Excel, Equities, Securities, Options, Finance, Financial Analysis, Microsoft Office, Management

Education
Clemson University   2008 — 2010
B.A., Financial Management and Accounting

State University of New York at Oswego   2006 — 2008
Pre Business

Saratoga Springs High School

Mark Dephtereos Mark Dephtereos Greater New York City Area Details
Mark Dephtereos's Bank of America Merrill Lynch Experience 2007 - 2010
Job Global Business Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital  September 2012 - Present
US Trust - Bank of America Private Wealth   January 2011 - September 2012
Bank of America Merrill Lynch   2007 - 2010
Ryan Beck & Co.   1999 - 2007
TIAA-CREF  1991 - 1999

Education
Clarkson University
BS

Eric Biddle Eric Biddle Greater New York City Area Details
Eric Biddle's Bank of America Merrill Lynch Experience January 2014 - Present
Job Managing Director Investment Banking
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2014 - Present
Merrill Lynch  2005 - 2008
Merrill Lynch  2004 - 2005

Education
USC Marshall School of Business   2002 — 2004
MBA, Corporate Finance

Colgate University   1994 — 1998
BA, Economics

Kevin Sugrue Kevin Sugrue Charlotte, North Carolina Area Details
Kevin Sugrue's Bank of America Merrill Lynch Experience December 2014 - Present
Job Finance Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   December 2014 - Present
Bank of America Merrill Lynch   August 2010 - November 2014
Bank of America  July 2007 - July 2010
Bank of America  October 2005 - June 2007
PFS, Inc.   August 2000 - September 2005

Skills
Financial Analysis, Portfolio Management, Business Analysis, Financial Modeling, Mergers, Leadership, Estate Planning

Education
Clemson University   1996 — 2000
BS, Finance

John Mullett John Mullett Washington, District Of Columbia Details
John Mullett's Bank of America Merrill Lynch Experience January 2008 - September 2012
Job Global PCM Sales HSBC
Industry Banking
Experience
HSBC  July 2014 - Present
Bank of America  September 2013 - June 2014
Bank of America  September 2012 - September 2013
Bank of America Merrill Lynch   January 2008 - September 2012
Columbia Management  February 2007 - January 2008

Skills
Portfolio Management, International Sales, Commercial Banking, Treasury Management, Business Development, Credit, Banking

Education
College of Charleston   2001 — 2005
B.S., Business Administration

Frank Coughlin Frank Coughlin Charlottesville, Virginia Details
Frank Coughlin's Bank of America Merrill Lynch Experience 2011 - 2014
Job MBA Class of 2016, Darden School of Business
Industry Financial Services
Experience
Bank of America Merrill Lynch   2011 - 2014

Skills
Series 7, FINRA, Investments, Equities, Financial Modeling, Fixed Income, Valuation, Portfolio Management, Capital Markets, Bloomberg

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (MBA)

Colgate University   2007 — 2011
Bachelor's degree, American Literature (United States), Alumni

Neal Destafney, CFP® Neal Destafney, CFP® Atlantic Beach, Florida Details
Neal Destafney, CFP®'s Bank of America Merrill Lynch Experience November 2013 - Present
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   November 2013 - Present
Accenture  2012 - 2013
Merrill Lynch  January 2005 - March 2012

Skills
Certified Financial..., Capital Markets, Strategic Financial..., Personal Financial..., Retirement Planning, Financial Markets, Finance, Financial Analysis, Financial Services, Financial Risk..., Sales, Financial Statements, Equity Capital Markets, Bond Markets, Municipal Bonds, Convertible Bonds, Bond Pricing, ETFs, Options Strategies, Employee Stock Options, 401k, 401k Rollovers, Options, Index Options, Mutual Funds, IRAs, Roth IRA, Equity Derivatives, Certificates of Deposit, Retirement Savings, College Savings Plans, Savings Accounts, ESOP, Online Brokerage, Covered Calls, Structured Products, Preferred Stock, Retirement Benefits, Qualified Retirement..., Microsoft Excel, Microsoft Office, Microsoft Office..., Microsoft Word, Visio, PowerPoint

Education
College for Financial Planning   2005 — 2006

University of North Florida - College of Business Administration   2000 — 2004
Bachelor of Business Administration (BBA), Finance, General

Robert Gallinger Robert Gallinger Acton, Massachusetts Details
Robert Gallinger's Bank of America Merrill Lynch Experience January 1997 - April 2014
Job Operations Specialist (Client Services)
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 1997 - April 2014
Bank of America Merrill Lynch   1997 - 2014
Salomon Brothers  January 1993 - January 1997
Salomon Brothers  January 1991 - January 1993
Salomon Brothers  September 1986 - January 1991

Skills
Customer Service, Banking, Financial Analysis, Risk Management, Finance, Financial Services, Sales, Analysis, Microsoft Excel, Credit

Education
Clarkson University   1982 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.0

Clarkson University
Bachelor of Science, Management