Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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