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
Brenda Rowe- Plasz Brenda Rowe- Plasz Greater Los Angeles Area Details
Brenda Rowe- Plasz's Bank of America Merrill Lynch Experience August 2014 - Present
Job SVP, Small Business Sales Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2014 - Present
BANK OF AMERICA  August 2011 - August 2014
BANK OF AMERICA  August 2010 - August 2011
BANK OF AMERICA  October 2007 - August 2010
BANK OF AMERICA  April 2005 - September 2007

Skills
Retail Banking, Marketing Strategy, Banking, Relationship Management, Risk Management, Financial Risk, Cross Selling, Management, Sales, Customer Experience, Sales Process

Education
Colorado State University-Global Campus   2015 — 2017
Master - International Management program

SOUTHERN NEW HAMPSHIRE UNIVERSITY
BS, Business Administration

Ray Koh Ray Koh New York, New York Details
Ray Koh's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Summer Associate at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates   May 2015 - Present
Davis Wright Tremaine LLP  June 2014 - August 2014
Bank of America Merrill Lynch   June 2011 - August 2011

Education
Columbia Law School   2013 — 2016
J.D., Law, Harlan Fiske Stone Scholar, James Kent Scholar

Duke University   2009 — 2013
B.A., Public Policy Studies, Magna Cum Laude, Dean's List with Distinction

Kishan Nair Kishan Nair Greater Pittsburgh Area Details
Kishan Nair's Bank of America Merrill Lynch Experience 2014 - 2014
Job Head of Digital Solutions @ Mylan
Industry Pharmaceuticals
Experience
Mylan  December 2014 - Present
Bank of America Merrill Lynch   2014 - 2014
Bank of America  2010 - 2013
Wells Fargo  2007 - 2010
Acro Service Corp  2002 - 2006
Government of India  1989 - 1999
Indian Navy  1984 - 1985

Skills
Product Management, Program Management, Vendor Management, Mergers, Banking, Business Analysis, Business Development, Strategic Planning, Change Management, Project Management, Process Improvement, Credit Cards, Portfolio Management, Financial Services, International Trade, International Business...

Education
Columbia University - Columbia Business School   1999 — 2002
MBA, General Management & Marketing

Columbia University - School of International and Public Affairs   1999 — 2002
MA, International Affairs

Visvesvaraya National Institute of Technology   1980 — 1984
BS, Electrical Engineering

Sainik School Bijapur   1972 — 1980
High School

Kevin Weeks Kevin Weeks New York, New York Details
Kevin Weeks's Bank of America Merrill Lynch Experience December 2012 - March 2013
Job Early stage company advisor
Industry Venture Capital & Private Equity
Experience
Dozen Digital   June 2015 - Present
BloomThat  July 2015 - September 2015
Bain Capital Ventures  October 2014 - May 2015
InSITE  2013 - 2015
Columbia Business School  2013 - 2015
Thanx, Inc  May 2014 - August 2014
Scout Ventures  March 2013 - March 2014
Fullbridge  May 2013 - August 2013
Bank of America Merrill Lynch   December 2012 - March 2013
Bank of America Merrill Lynch   July 2009 - December 2012

Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Capital Markets, Investments, Venture Capital, Entrepreneurship, Business Strategy, Corporate Development, Corporate Finance, M&A experience, Strategic Financial..., Start-up Ventures, Early-stage Startups, Seed Capital, Acquisitions, Mergers & Acquisitions

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

University of Pennsylvania - The Wharton School   2003 — 2007
BS, Economics - Concentrations in Finance and Management

Sanel Duranovic Sanel Duranovic Phoenix, Arizona Area Details
Sanel Duranovic's Bank of America Merrill Lynch Experience March 2014 - February 2015
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA  February 2015 - Present
Bank of America/ Merrill Lynch  March 2014 - February 2015
JPMorgan Chase  March 2012 - March 2014

Skills
Holistic Financial..., Retirement Planning, Investment Advisory, Investments, Series 7, Private Banking, Financial Services, Life Insurance, Mutual Funds, Asset Allocation, Banking, Portfolio Management, Monte Carlo Simulation

Education
DeVry University   2013 — 2015
Bachelor's Degree, Business Intelligence and Analytics Management

Collins College   2002 — 2004
Associate of Arts (A.A.), Design and Visual Communications

Charlotte H. Ng, CFA Charlotte H. Ng, CFA Greater New York City Area Details
Charlotte H. Ng, CFA's Bank of America Merrill Lynch Experience June 2005 - July 2007
Job Director, Management Associate at MasterCard
Industry Financial Services
Experience
MasterCard  2013 - 2013
Cohen & Steers Capital Management   September 2008 - April 2012
Bank of America Merrill Lynch   June 2005 - July 2007
Bank of America Merrill Lynch   June 2004 - August 2004

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

University of Oxford
Master’s Degree, Global Governance and Diplomacy

New York University - Leonard N. Stern School of Business
Bachelor’s Degree, Economics, Finance, Literature

Caleb Kelly, CFA Caleb Kelly, CFA New York, New York Details
Caleb Kelly, CFA's Bank of America Merrill Lynch Experience January 2010 - May 2011
Job
Industry Investment Management
Experience
Owl Creek Asset Management  June 2013 - Present
Tiedemann Investment/Wealth Management   June 2012 - August 2012
Trafelet & Company  June 2011 - August 2011
Bank of America Merrill Lynch   January 2010 - May 2011
Bank of America Merrill Lynch   August 2008 - January 2010
Merrill Lynch  July 2006 - August 2008

Skills
Business Strategy, Investments, Valuation, Trading, Portfolio Management, Hedge Funds

Education
Columbia Business School   2011 — 2013
MBA

Harvard College   2002 — 2006
AB

Charlotte Country Day

Charles Freschl Charles Freschl San Francisco Bay Area Details
Charles Freschl's Bank of America Merrill Lynch Experience 1980 - Present
Job VP Senior ConsultantApplications at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   1980 - Present

Skills
SDLC, Software Design, Software Development, Requirements Analysis, Banking, Wire Transfers, Vendor Management, Integration, Unix, COBOL, Perl, Bash, C, Java, SQL, PL/SQL, JavaScript, Business Analysis, Oracle, Analysis, Ksh

Education
University of California, Berkeley   1973 — 1974
MA, Mathematics

Humboldt State University   1971 — 1973
BA, Mathematics

College of Marin   1969 — 1971
General education

Mihir Deshpande Mihir Deshpande Raleigh, North Carolina Details
Mihir Deshpande's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Graduate Computer Science Student at North Carolina State University
Industry Computer Software
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
FinIQ Consulting Pvt.Ltd.   June 2013 - June 2014
ANSYS, Inc.   May 2012 - July 2012
Harbinger Group  May 2011 - July 2011

Skills
C, C++, Python, Data Structures, Linux, MySQL, Algorithms, Programming, Java, HTML, Spring Framework, Object Oriented Design, Microsoft SQL Server, VB.NET, R

Education
North Carolina State University   2014 — 2016
Master of Science (MS), Computer Science, 3.889

College of Engineering Pune   2009 — 2013
Bachelor of Technology (BTech), Computer Engineering, 8.44

Dave Wittig Dave Wittig Greenwood, South Carolina Details
Dave Wittig's Bank of America Merrill Lynch Experience October 2005 - December 2011
Job Instructor for Piedmont Tech
Industry Nonprofit Organization Management
Experience
Piedmont Technical College  October 2014 - Present
CALVARY CHAPEL GREENWOOD   January 2012 - June 2014
Bank of America Merrill Lynch   October 2005 - December 2011

Skills
Leadership, Team Management, Teaching, Employee Training, Youth Mentoring, Leadership Development, Microsoft Office, Team Building, Organization, Staff Development, Event Planning, Event Management

Education
Trinity Evangelical Divinity School   1982 — 1984
Master of Arts (MA), Christian Education

Columbia International University   1978 — 1982
Bachelor of Science (B.S.), Bible/Biblical Studies

Adam Gittle Adam Gittle Allen, Texas Details
Adam Gittle's Bank of America Merrill Lynch Experience October 2010 - May 2011
Job Claims Specialist III at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  October 2014 - Present
Nationstar Mortgage  July 2014 - Present
Bank of America  April 2012 - July 2014
Bank of America  May 2011 - April 2012
Bank of America Merrill Lynch   October 2010 - May 2011
Bank of America  January 2010 - October 2010

Skills
Word, PowerPoint, Outlook, Microsoft Office, Analysis, Quickbooks, Visio, MS Project, Bookkeeping, Mortgage Servicing, Management, Microsoft Word, Credit, Finance, Microsoft Excel, Loans, Leadership, Customer Service, Mortgage Lending, Financial Analysis, Sales

Education
The University of Texas at Dallas   2006 — 2009
BA, Economics and Finance

Collin County Community College   2004 — 2006

Alex Holiday Alex Holiday Los Angeles, California Details
Alex Holiday's Bank of America Merrill Lynch Experience 2012 - 2012
Job
Industry Real Estate
Experience
Combined Properties  2014 - Present
Greystar Real Estate Partners  2013 - 2014
Bank of America Merrill Lynch   2012 - 2012
The Concord Group  2007 - 2008

Education
Columbia Business School   2011 — 2013
MBA, Real Estate Finance

UC Berkeley   2003 — 2007
Bachelor of Arts (BA), Development Studies

Gregory Richter Gregory Richter Jacksonville, Florida Details
Gregory Richter's Bank of America Merrill Lynch Experience February 2014 - Present
Job AVP Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2014 - Present
Goldman Sachs  January 2010 - January 2014
Goldman Sachs  January 2008 - December 2009
BNY Mellon  July 2006 - December 2007
State Street Bank  October 2005 - June 2006

Skills
Settlement, Banking, Corporate Actions, Bloomberg

Education
Suffolk University   2007 — 2009
Master of Science (MS), Finance, General

College of the Holy Cross   2000 — 2005
Bachelor of Arts (BA), Economics

Omar Blayton Omar Blayton United States Details
Omar Blayton's Bank of America Merrill Lynch Experience August 2009 - July 2011
Job Vice President Structured Finance at Greenskies Renewable Energy LLC
Industry
Experience
Greenskies Renewable Energy LLC  September 2013 - Present
Reznick Capital Markets   September 2011 - September 2013
Bank of America Merrill Lynch   August 2009 - July 2011
Reed Smith LLP  September 2004 - May 2007

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Finance

Columbia Law School   2001 — 2004
Doctor of Law (JD)

Cornell University   1997 — 2001
Bachelor of Arts (BA), Political Science and Government

INSEAD

Carl Kolbet Carl Kolbet Greater New York City Area Details
Carl Kolbet's Bank of America Merrill Lynch Experience October 2007 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch   October 2007 - Present
NCH Capital Inc.   2000 - 2007
Mayer Brown  1997 - 2000
NBC  1996 - 1997

Skills
Hedge Funds, Derivatives, Alternative Investments, Securities, Corporate Governance, Capital Markets, ISDA, Due Diligence, Structured Finance, Securities Regulation, Financial Regulation, Prime Brokerage, Private Equity, Mergers, Asset Managment, Corporate Law, Trading, Mergers & Acquisitions, Asset Management

Education
Columbia Law School
JD, Law

University of Iowa
BA, Russian, Political Science

Scott Genesevich Scott Genesevich Greater Boston Area Details
Scott Genesevich's Bank of America Merrill Lynch Experience May 2014 - Present
Job AVP, Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   May 2014 - Present
Cambridge Savings Bank  March 2013 - May 2014
Bank of America  February 2011 - March 2013
Coastal Valet, LLC.   August 2008 - November 2011
Coldwell Banker Commercial Atlantic International, INC.   December 2007 - February 2011

Skills
Brokerage, Sales, Management, Commercial Real Estate, Investments, Retail, Real Estate, Investment Properties, Investors, Land Acquisition, Residential Homes, Social Networking, Disposition, Social Media, Location Intelligence, Banking, Finance, Customer Service, Team Leadership, Investment Banking, Relationship Management, Commercial Banking, Commercial Lending

Education
Harvard University   2015 — 2017
Master's Degree, Finance (Expected Graduation 12/2017)

College of Charleston   2002 — 2006
Bachelor of Arts, Political Science, Business Administration

Riley Jacobs Riley Jacobs Greater Boston Area Details
Riley Jacobs's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Intern at Loomis, Sayles & Company
Industry
Experience
Loomis, Sayles & Company   June 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
College of the Holy Cross  October 2013 - October 2013
College of the Holy Cross  May 2013 - June 2013
College of the Holy Cross  March 2013 - March 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Leadership, Research, Social Media, Teamwork, Data Analysis, Facebook, Social Networking, Financial Analysis

Education
University of St. Andrews   2014 — 2015
School of Economics and Finance

College of the Holy Cross   2012 — 2016
Economics

Wellesley High School   2009 — 2012

Mateo Garcia Mateo Garcia New York, New York Details
Mateo Garcia's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   June 2014 - Present
Anyang Phoenix Photovoltaic Technology Co. Ltd.   June 2011 - March 2013
Shanghai Phoenix Sun Energy Company Ltd   June 2011 - March 2013
China Solutions LLC  December 2010 - June 2011
Wild Rampage   October 2008 - July 2010

Skills
Mandarin, Business Development, Strategy, Solar Energy, Market Research, Marketing, Renewable Energy, Chinese, Competitive Analysis, Entrepreneurship, Cleantech, Energy, Photovoltaics, International Business

Education
Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Colorado College   2002 — 2007
B.A., Economics

University of Michigan   2006 — 2006
Public Policy

Richard Persutti Richard Persutti Greater New York City Area Details
Richard Persutti's Bank of America Merrill Lynch Experience May 2011 - June 2013
Job Vice President at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors  August 2013 - Present
Bank of America Merrill Lynch   May 2011 - June 2013
M.R. Beal & Company   August 2008 - June 2011

Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Capital Markets, LBO, Series 7, Series 63, Due Diligence, Hedge Funds, Alternative Investments, Financial Analysis, Bloomberg, Investments

Education
College of the Holy Cross   2004 — 2008
B.A., Economics

Xavier High School   2000 — 2004

Juan (Fiona) Li Juan (Fiona) Li Greater New York City Area Details
Juan (Fiona) Li's Bank of America Merrill Lynch Experience December 2008 - March 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2014 - Present
Columbia University  September 2009 - May 2014
JPMorgan Chase  June 2013 - August 2013
McKinsey & Company  June 2013 - June 2013
UBS Financial Services  June 2012 - August 2012
The Boston Consulting Group  July 2011 - July 2011
Quantitative Management Associates LLC  February 2011 - May 2011
Bank of America Merrill Lynch   December 2008 - March 2009

Skills
C, Matlab, VBA, MS Office Suite, Mathematica, Bloomberg, SQL, R, Mathematical Modeling, Financial Engineering, Operations Research, Simulations, Stochastic Modeling

Education
Columbia University - Graduate School of Arts and Sciences   2009 — 2014
PhD, Operations Research

Columbia Engineering   2007 — 2009
MS, Operations Research

Peking University   2003 — 2007
BS, Mathematics

Beijing No.4 High School

Elson Huang Elson Huang Greenwich, Connecticut Details
Elson Huang's Bank of America Merrill Lynch Experience January 2006 - July 2007
Job Brightline Capital Management Director of Research
Industry Investment Management
Experience
Brightline Capital Management, LLC   September 2009 - Present
MetLife  May 2008 - August 2008
Bank of America Merrill Lynch   January 2006 - July 2007
Bank of America  September 2004 - January 2006

Education
Columbia University - Columbia Business School   2007 — 2009
MBA, Finance

Northwestern University   2000 — 2004
BA, Economics; Asian Studies

Michael Duignan Michael Duignan San Francisco Bay Area Details
Michael Duignan's Bank of America Merrill Lynch Experience March 2008 - March 2009
Job Corporate Associate at Fenwick & West
Industry Law Practice
Experience
Fenwick & West  October 2015 - Present
Debevoise & Plimpton  October 2012 - July 2015
Debevoise & Plimpton  May 2011 - August 2011
Bloomberg New Energy Finance  May 2010 - August 2010
New Energy Finance  May 2009 - August 2009
Bank of America Merrill Lynch   March 2008 - March 2009
Johns Hopkins School of Advanced International Studies  March 2004 - March 2009
CINCS  September 2007 - March 2008
Verde Venture Partners   July 2006 - December 2006
Bank of America Merrill Lynch   February 2004 - April 2006

Skills
Business Strategy, Business Development, Analysis, Finance, Securities Regulation, Legal Advice, Intellectual Property, Joint Ventures, Litigation, Westlaw, Project Finance, Capital Markets

Education
Columbia University School of Law   2009 — 2012
J.D., Law

University of California, Berkeley   1999 — 2003
Bachelor of Arts, Economics & Film Studies

Tobi Molko Tobi Molko New York, New York Details
Tobi Molko's Bank of America Merrill Lynch Experience March 2007 - August 2013
Job Managing Director, Equity Derivatives at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  August 2013 - Present
Bank of America Merrill Lynch   March 2007 - August 2013
Citi  August 2001 - March 2007
Long Term Capital Management  1996 - 1999

Skills
Derivatives, Equities, Trading, Financial Risk, Fixed Income, Hedge Funds, Capital Markets, Alternative Investments, Series 7, Equity Derivatives, Portfolio Management, Investment Banking

Education
NYU Stern School of Business   1999 — 2001
MBA, Statistics and Finance

Columbia College (NY)   1992 — 1996
BA, Mathematics and Economics

Ashley Hines Ashley Hines New York, New York Details
Ashley Hines's Bank of America Merrill Lynch Experience 2014 - 2014
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Bank of America Merrill Lynch   2014 - 2014
Fidelity Investments  August 2009 - June 2013

Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Trading, Valuation

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services

Dartmouth College   2005 — 2009
AB, Psychological and Brain Sciences

Phillips Exeter Academy   2001 — 2005
HS

Brett Lacher Brett Lacher Greater New York City Area Details
Brett Lacher's Bank of America Merrill Lynch Experience 2008 - 2010
Job
Industry Venture Capital & Private Equity
Experience
Insight Equity  January 2014 - July 2015
Kanjy   September 2012 - October 2013
VenturedOut   May 2011 - September 2013
Court Square Capital Partners  August 2010 - August 2012
Banc of America Securities  July 2008 - June 2010
Bank of America Merrill Lynch   2008 - 2010
MentorTech Ventures   June 2006 - May 2008
Banc of America Securities  May 2007 - August 2007
Fermi National Accelerator Laboratory  May 2005 - August 2005

Skills
Due Diligence, Financial Modeling, Private Equity, Venture Capital, Valuation, Entrepreneurship, LBO, Excel, Business Strategy, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Start-ups, Strategy, Investment Banking, Leveraged Finance, Management, Corporate Development, Emerging Markets, Acquisitions, Mergers & Acquisitions, M&A experience, Strategic Consulting, Executive Management, Management Consulting, Investor Relations, Corporate Finance, Bonds, Finance, Company Valuation

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

University of Pennsylvania   2004 — 2008
Engineering, Systems Engineering

The Hong Kong University of Science and Technology   2006 — 2006
Engineering, Industrial Engineering

Greenhill

Artin Sedighan Artin Sedighan Greater Los Angeles Area Details
Artin Sedighan's Bank of America Merrill Lynch Experience July 2010 - September 2011
Job Senior Vice President at Cappello Group, Inc.
Industry Financial Services
Experience
Cappello Group, Inc.   October 2011 - Present
Bank of America Merrill Lynch   July 2010 - September 2011
Houlihan Lokey  June 2007 - August 2008
Chanin Capital Partners  June 2006 - June 2007
HSBC  June 2004 - June 2006

Skills
Mergers, Investment Banking, Private Equity, Real Estate, Capital, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Capital Markets, Restructuring, LBO, Leveraged Finance, Debt, Business Valuation, Corporate Development, Investments, M, Mergers

Education
Columbia University - Columbia Business School   2008 — 2010
MBA, Finance, Private Equity, Entrepreneurship, Real Estate

University of California, Berkeley   2000 — 2003
B.S., Business Administration

Jay Shevins Jay Shevins Greater New York City Area Details
Jay Shevins's Bank of America Merrill Lynch Experience 2000 - 2010
Job IT Portfolio and Project Manager/NYC Technology Development Corporation
Industry Information Technology and Services
Experience
NYC Technology Development Corporation   January 2013 - Present
The Joey Company  April 2012 - December 2012
Morgan Stanley  2011 - April 2012
Bank of America Merrill Lynch   2000 - 2010
Citigroup/Salomon Smith Barney  July 1995 - July 2000
Lehman Brothers  June 1987 - May 1995

Skills
Risk Management, Financial Services, Project Management, Finance, Fixed Income, Capital Markets, Equities, Credit Derivatives, Trading Systems, Portfolio Management, Management, Financial Reporting, Derivatives, Financial Risk, Business Analysis, Banking, Business Process, Analytics, Investments, PMO, SDLC, Investment Banking, Financial Markets, Trading, Asset Management

Education
Columbia University - Columbia Business School   1982 — 1984
MBA, Finance/Marketing

Columbia University in the City of New York   1978 — 1982
BA, Economics

Yeshivah of Flatbush   1974 — 1978
High School Diploma

Ed Simpson Ed Simpson Greater New York City Area Details
Ed Simpson's Bank of America Merrill Lynch Experience February 2012 - Present
Job Procure to Pay and Business Development Specialist
Industry Banking
Experience
Bank of America Merrill Lynch   February 2012 - Present
Citibank  May 2008 - December 2011
JPMorgan Chase  April 2003 - April 2008
Merrill Lynch  August 1994 - November 2002

Skills
New Business Development, Marketing Strategy, Direct Sales, Sales Support, Strategy Development, Product Management, Supply Chain Management, Account Management, Banking, Business Development, Business Strategy, Leadership, Financial Services

Education
Columbia University - Columbia Business School
MBA, Finance, Management

Dartmouth College
BS, French

Jeffrey Scholz Jeffrey Scholz New York, New York Details
Jeffrey Scholz's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Software Development Engineer at Yahoo
Industry Computer Software
Experience
Yahoo  June 2015 - Present
Columbia University in the City of New York  September 2014 - Present
Columbia University in the City of New York  September 2013 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
AoSA  February 2013 - August 2013
Semicoa Corporation   December 2010 - January 2013

Skills
Matlab, Microsoft Office, Java, C, Electronics, PCB design, Testing, PowerPoint, Teamwork, Microsoft Excel, Research, Electronic Circuit..., Python, Microsoft Word, Public Speaking, English

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2013 — 2014
Computer Science, Software Systems

University of California, Irvine   2008 — 2013
Bachelor of Science, Electrical Engineering

Yue (Joyce) Xu Yue (Joyce) Xu Greater New York City Area Details
Yue (Joyce) Xu's Bank of America Merrill Lynch Experience July 2011 - July 2015
Job Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2011 - July 2015
The Boston Consulting Group  July 2010 - September 2010
Bank of East Asia (China)   January 2009 - February 2009

Skills
Banking, State-Owned Enterprises, Cross-border..., Relationship Management, Analytical Skills, Diversity & Inclusion..., Valuation, Strategic Planning, Economics, Bloomberg, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Analysis

Education
Columbia University - Columbia Business School   2015 — 2017
Master of Business Administration (MBA)

Shanghai Jiao Tong University   2007 — 2011
Bachelor of Science (B.S.), Finance, General

McGill University   2009 — 2009
Finance

Takia Williams Takia Williams Rock Hill, South Carolina Details
Takia Williams's Bank of America Merrill Lynch Experience July 2013 - Present
Job Business Banking Client Manager
Industry Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present
Bank of America  November 2006 - June 2013
Bank of America  March 2003 - November 2006
Lane Bryant  April 1998 - May 2004
Bank of America  June 2002 - March 2003
Wells Fargo  October 2001 - February 2002
Westside Ice & Fuel Company, Inc   April 1994 - October 1999

Skills
Relationship Management, Credit Analysis, Customer Retention, Customer Service, Banking, Loans, Credit, Commercial Lending, Portfolio Management, Sales, Commercial Banking, Leadership, Financial Analysis

Education
University of Phoenix   2009 — 2011
Master's degree, Business Administration and Management, General

Columbia College (SC)   1996 — 2000
Bachelor's degree, Business Administration and Management, General

Jen Knapp Jen Knapp New York, New York Details
Jen Knapp's Bank of America Merrill Lynch Experience June 2014 - Present
Job Investment Banking Associate, Leveraged Finance at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2014 - Present
NASDAQ OMX  August 2009 - July 2013

Skills
Crisis Communications, Corporate Communications, Media Relations, Strategic Communications, Internal Communications, Investor Relations, Corporate Branding, Press Releases, Reputation Management, Crisis Management, Communications Planning, Message Development, Speech Writing, Marketing Communications, Social Media, Journalism, Corporate Social..., Public Relations, Television

Education
University of Notre Dame - Mendoza College of Business   2013 — 2015
Master of Business Administration (MBA), Corporate Finance, Investments

College of the Holy Cross   2003 — 2007
Political Science

Hervé Belmas Hervé Belmas New York, New York Details
Hervé Belmas's Bank of America Merrill Lynch Experience July 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2013 - Present
Citi  February 2013 - May 2013
Columbia Business School  August 2011 - May 2013
Citi  June 2012 - August 2012
Kobojo   March 2011 - June 2011
Kobojo   July 2010 - August 2010

Skills
Portfolio Optimization, Modern Portfolio Theory, Asset Allocation, Style Analysis, Econometric Modeling, Financial Econometrics, Financial Economics, Asset Pricing, Monte Carlo Simulation, Stochastic Calculus, Database Management, Fixed Income, Mutual Funds, Hedge Funds, Pension Funds, ETFs, Equity Capital Markets, Matlab, C++, SQL, C#, .NET, Probability, Statistics, Excel, Microsoft Excel, Risk Management, VBA, Financial Modeling, Econometrics, Portfolio Management, Asset Management, Alternative Investments, Valuation, Macroeconomics, Bloomberg, Emerging Markets

Education
Columbia Business School   2011 — 2013
MS Financial Economics, Finance, Economics

Ecole nationale supérieure des Télécommunications / Telecom Paris   2009 — 2012
MS Grande Ecole d'Ingénieur, Financial Engineering

James Cheung James Cheung New York, New York Details
James Cheung's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Permira  July 2013 - July 2015
Bank of America Merrill Lynch   July 2011 - June 2013

Education
Columbia University - Columbia Business School   2015 — 2017
Master of Business Administration (MBA)

Massachusetts Institute of Technology - Sloan School of Management   2010 — 2011
Masters, Finance

University of California, San Diego   2006 — 2010
Bachelors, Bioengineering

Campolindo High School   2003 — 2006

Taipei American School   2000 — 2003

Brian Fieber Brian Fieber Greater New York City Area Details
Brian Fieber's Bank of America Merrill Lynch Experience August 2011 - July 2013
Job Investments and land development
Industry Real Estate
Experience
Drum Hill Partners (an affiliate of the Fieber Family Office)   May 2013 - Present
Bank of America Merrill Lynch   August 2011 - July 2013
Cooper Creek Partners   July 2010 - September 2010
Tishman Speyer  2007 - 2009
Beacon Capital Partners  2005 - 2007

Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Investments, Investment Banking, Capital Markets, Equities, Financial Analysis, Corporate Finance, Asset Managment, Mergers, Acquisitions, Real Estate, Hedge Funds, Asset Management, Venture Capital, Mergers

Education
Columbia Business School   2009 — 2011
MBA

Williams College   1999 — 2003
Bachelor's degree, Psychology

LSE   2001 — 2002

Ted Sullivan Ted Sullivan New York, New York Details
Ted Sullivan's Bank of America Merrill Lynch Experience July 2013 - Present
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present
Columbia Business School  August 2011 - May 2013
Jefferies & Company  May 2012 - August 2012
Lux Research Inc  June 2007 - August 2011
Lux Research  2005 - 2007
Lux Capital  2004 - 2004

Skills
Renewable Energy, Due Diligence, Solar Energy, Energy Storage, Cleantech, Financial Modeling, Venture Capital, Valuation, Energy, Private Equity, Entrepreneurship, Corporate Development, Business Strategy, Equity Research, Emerging Markets, Start-ups, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments

Education
Columbia University - Columbia Business School   2011 — 2013
Master of Business Administration (M.B.A.)

University of Virginia   2001 — 2005
BS

Alkesh Shah Alkesh Shah Greater New York City Area Details
Alkesh Shah's Bank of America Merrill Lynch Experience 2013 - Present
Job Global Lead Technology Desk Strategist
Industry Financial Services
Experience
Bank of America Merrill Lynch   2013 - Present
Evercore Partners  2009 - 2012
Lehman Brothers  2006 - 2008
Morgan Stanley  1994 - 2005

Skills
Hedge Funds, Equity Research, Telecommunications, Valuation, Investment Banking, Mergers, Finance, Series 7, Equities, Capital Markets, Mergers & Acquisitions, Investment Management, Investments, Financial Modeling, LBO, Private Equity, Alternative Investments, Bloomberg, Fixed Income, Equity Valuation, Emerging Markets, Equity Trading, Securities, Derivatives, Asset Management, IPO, High Yield, Investor Relations, Corporate Development, Equity Derivatives, Financial Markets, Portfolio Management, Financial Structuring, Investment Strategies, Bonds, Corporate Finance, Trading, Venture Capital

Education
Columbia University - Columbia Business School   1992 — 1994
MBA

Cornell University   1981 — 1985
BA

Stuyvesant High School

Colin O'Callaghan Colin O'Callaghan Greater Chicago Area Details
Colin O'Callaghan's Bank of America Merrill Lynch Experience July 2008 - March 2009
Job Credit Analyst at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ  June 2013 - Present
Livingstone Partners  June 2012 - March 2013
The Chicago Corporation  January 2011 - June 2012
Christ the King Jesuit College Preparatory School  September 2009 - August 2010
Bank of America Merrill Lynch   July 2008 - March 2009

Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Due Diligence, Industry Analysis, Investment Banking, Debt, Strategic Analysis, DCF, Mergers & Acquisitions, Project Management, Corporate Finance, Competitive Analysis, Private Equity, Equities, Venture Capital, Acquisitions, Finance, Capital Markets, Analysis, Trading, Business Valuation, Accounting, LBO, Bloomberg, Restructuring, Credit, Corporate Development, Portfolio Management, Investments, Equity Research, Emerging Markets, Financial Structuring, Fixed Income, M&A experience, Structured Finance

Education
Hong Kong University of Science and Technology - School of Business and Management   2008 — 2008
MBA, Finance

Indiana University - Kelley School of Business   2006 — 2008
MBA, Finance

University of Southampton   2004 — 2005
MSc, Global Politics

College of the Holy Cross   1998 — 2002
BA, Economics and Studies in World Literature

Jason Sheldon Jason Sheldon Greater Chicago Area Details
Jason Sheldon's Bank of America Merrill Lynch Experience Technical Operations SupportInteractive BrokersFebruary 2012 - Present
Job Computer operations at Interactive Brokers
Industry Banking
Experience
Bank Of America Merrill Lynch   Technical Operations SupportInteractive BrokersFebruary 2012 - Present
Aspen Mortgage Corporation   2004 - 2011
Pax Clearing Corporation  2003 - 2005

Skills
Derivatives, Electronic Trading, Equities, Trading Systems, Market Data

Education
College of DuPage   1999 — 2000
Associates, Science

Andy Zheng Andy Zheng Greater New York City Area Details
Andy Zheng's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Columbia Business School MBA candidate
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
Dong Yi Capital   January 2014 - August 2014
Deloitte China  July 2011 - January 2014

Skills
Financial Modeling, Valuation, Due Diligence, Strategy, Finance

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (MBA), MBA

Fudan University   2007 — 2011
Bachelor of Engineering (BEng), Computer Software Engineering

Gaurav Pandey Gaurav Pandey Greater New York City Area Details
Gaurav Pandey's Bank of America Merrill Lynch Experience December 2013 - Present
Job Vice President Credit Electronic Trading at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch   December 2013 - Present
Schrödinger  June 2013 - December 2013
Bank of America Merrill Lynch   September 2011 - June 2013
iQor  November 2010 - September 2011
CPX Interactive  March 2010 - November 2010

Skills
Web Services, C#, SQL, Java, XML, Design Patterns, Databases, Python, .NET, JavaScript, SDLC, Algorithms, Scalability, Scrum, Flex, Multithreading, Testing, C++, Data Structures, Scalable Applications, Low Latency, N-tier, Microsoft SQL Server, Data Mining, Distributed Systems, Data Warehousing, Agile Methodologies, WPF, Shell Scripting, Statistics, Threads, ASP.NET, PL/SQL, Unix, Spring, Sybase, RESTful architecture, IronPython, Test Driven Development..., N-tier Architecture, Git, Github, Scala, KDB+

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2008 — 2009
Master of Science (MS), Computer Science

University of Mumbai   2004 — 2008
Bachelor of Engineering (BE), Information Technology

Braden Lenz Braden Lenz Greater Chicago Area Details
Braden Lenz's Bank of America Merrill Lynch Experience July 2014 - Present
Job Python Developer (Officer) at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
SC Johnson  May 2012 - August 2012
SC Johnson  May 2011 - August 2011

Skills
Programming, Python, Linux, C/C++ STL, Objective-C, R, Desktop Application..., Software Development, SQL, VBA, Object Oriented Software, C++, Data Analysis, Algorithms, Statistics, Java, C, Matlab, Ruby, Microsoft Word

Education
University of Illinois at Chicago   2011 — 2014
Bachelor of Science (BS), Mathematics and Computer Science, 3.75 GPA

College of Lake County   2008 — 2011
General Education, 3.75 GPA

Warren Township High School   2007 — 2011
High School Degree, 3.99 GPA

Morgan Marvelli Morgan Marvelli Charlotte, North Carolina Area Details
Morgan Marvelli's Bank of America Merrill Lynch Experience October 2007 - May 2010
Job College of Charleston
Industry Financial Services
Experience
College of Charleston  2010 - Present
Bank of America Merrill Lynch   October 2007 - May 2010

Education
University of North Carolina at Charlotte   2003 — 2007
Bachelor of Science, Business Administration; Finance

College of Charleston
Masters, Business Administration; Finance

Tom Rocco Tom Rocco Greater New York City Area Details
Tom Rocco's Bank of America Merrill Lynch Experience September 2010 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2010 - Present
Portfolio Media, Publishers of the Law360 Newswire  January 2009 - January 2010
LexisNexis  2001 - December 2008
LexisNexis  1998 - 2001
Matthew Bender  1995 - 1998
Matthew Bender  1989 - 1994

Skills
Mortgage Lending, Strategic Financial..., Risk Management, Retirement Planning, Rollovers, Liquidity Management, Tax Efficiency

Education
Columbia University - Columbia Business School   2006 — 2007
MBA, Finance and Economics

University of California, Berkeley, Haas School of Business   2006 — 2007
MBA, Marketing and Strategy

Haslam College of Business at the University of Tennessee   1981 — 1985
BS, Finance

Joseph Leung Joseph Leung New York, New York Details
Joseph Leung's Bank of America Merrill Lynch Experience August 2011 - May 2013
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2013 - Present
Bank of America Merrill Lynch   August 2011 - May 2013
Bank of America Merrill Lynch   September 2008 - August 2011
Banc of America Securities  June 2006 - September 2008
KBC Financial Products  June 2005 - December 2005

Skills
Equities, Electronic Trading, Portfolio Management

Education
Duke University - The Fuqua School of Business   2009 — 2011
MBA, Finance

Columbia University - Fu Foundation School of Engineering and Applied Science   2003 — 2006
Bachelor, Computer Engineering

Filip Rensky Filip Rensky Greater New York City Area Details
Filip Rensky's Bank of America Merrill Lynch Experience September 2006 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   September 2006 - Present
Goldman Sachs  August 1990 - September 2006

Education
Columbia College (NY)   1986 — 1990
BA, Economics

Scott J Soucy Scott J Soucy Los Angeles, California Details
Scott J Soucy's Bank of America Merrill Lynch Experience May 2010 - June 2012
Job
Industry Venture Capital & Private Equity
Experience
The CIM Group  August 2012 - Present
Bank of America Merrill Lynch   May 2010 - June 2012
CoreLogic LLC   April 2009 - April 2010
Bernstein Global Wealth Management  September 2006 - March 2009
Bernstein Global Wealth Management  July 2005 - August 2006
Bear, Stearns & Co. Inc   May 2004 - August 2004

Skills
Financial Modeling, Investment Management, Forecasting, Project Management, Leadership, Product Development, Market Planning, Investments, Asset Managment, Alternative Investments, Valuation, Equities, Hedge Funds, Portfolio Management, Private Equity, Series 7, Wealth Management, Investment Banking, Asset Allocation, Capital Markets

Education
Columbia Engineering   2001 — 2005
Bachelor of Science

ALFIA ILICHEVA ALFIA ILICHEVA New York, New York Details
ALFIA ILICHEVA's Bank of America Merrill Lynch Experience July 2012 - August 2012
Job Engagement Manager at Fahrenheit 212
Industry Management Consulting
Experience
Fahrenheit 212  2013 - Present
Bank of America Merrill Lynch   July 2012 - August 2012
Bulgari  2012 - 2012
Cartier  2012 - 2012
Royal Bank of Scotland Group  2008 - 2011
Barclays Wealth  2007 - 2007

Skills
Emerging Markets, Capital Markets, Valuation, Corporate Finance, Investment Banking, Foreign Languages, Strategic Consulting, Corporate Development, Economics, Financial Modeling, Strategy, Business Strategy, Investments, Due Diligence, Financial Analysis

Education
Columbia University - Columbia Business School
MBA, Dean's List

Georgetown University
BSFS, International Affairs, Cum Laude, Dean's List

Dwight Englewood
High School Diploma

David Carlson David Carlson Stanford, California Details
David Carlson's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Resident, Redwoods Leadership Development Program at DaVita HealthCare Partners
Industry Hospital & Health Care
Experience
DaVita Kidney Care  September 2015 - Present
Lariat Partners   August 2014 - September 2014
Bank of America Merrill Lynch   June 2014 - August 2014
De La Rosa & Co.   August 2011 - June 2013
Romer for Mayor   August 2010 - June 2011
Colorado College  May 2009 - May 2010

Skills
Financial Modeling, Stata, Financial Analysis, Due Diligence, Microsoft Excel, Bloomberg, Microsoft Office, Valuation, Fundraising, Investments, Fixed Income, Asset Management, Corporate Finance, Economics, Investment Banking, Capital Markets

Education
Stanford Graduate School of Business   2013 — 2015
Master of Business Administration (MBA)

Colorado College   2006 — 2010
BA, Economics, Cum Laude, With Distinction in Economics

Catherine Li Catherine Li New York, New York Details
Catherine Li's Bank of America Merrill Lynch Experience 2009 - 2011
Job MBA Candidate Columbia Business School
Industry Financial Services
Experience
Lion Fund Management   2011 - 2012
Bank of America Merrill Lynch   2009 - 2011

Education
Columbia Business School   2012 — 2014
Master of Business Administration (MBA)

Joseph Benedith Joseph Benedith Bronx, New York Details
Joseph Benedith's Bank of America Merrill Lynch Experience August 2015 - Present
Job Investment Specialist at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2015 - Present
College of Mount Saint Vincent  February 2015 - Present
College of Mount Saint Vincent  February 2015 - February 2015
College of Mount Saint Vincent, Riverdale, NY   July 2012 - February 2015
College of Mount Saint Vincent  July 2014 - August 2014
College of Mount Saint Vincent  June 2014 - August 2014
College of Mount Saint Vincent  June 2013 - August 2013
College of Mount Saint Vincent  June 2013 - August 2013
Horizon Kinetics LLC  August 2008 - June 2009

Skills
Finance, Management, Computers, Microsoft Excel, Microsoft Word, Bilingual-English/Spanis..., Research, Innovation, Creativity, leader, Team Building, Multi-Cultural Team..., Team Leadership, Leadership, Access, Delegation, Organizational..., Teamwork, Communication

Education
College of Mount Saint Vincent   2011 — 2015
Bachelor's Degree, Business and Econmics, Business Cumulative GPA: 3.9 Economic Cumlative GPA: 3.94

Saint Mary University or Twickenham, London   2014 — 2014
Bachelor's Degree, Study Abroad- Business

Meghan Tosto Meghan Tosto New York, New York Details
Meghan Tosto's Bank of America Merrill Lynch Experience September 2011 - December 2011
Job Management Consultant and Project Management Professional
Industry Management Consulting
Experience
FinServ Consulting  June 2014 - Present
Tulane University  January 2012 - May 2014
Bank of America Merrill Lynch   September 2011 - December 2011
Public Consulting Group  July 2008 - July 2011

Skills
Program Management, Data Analysis, Microsoft Excel, Business Process..., PowerPoint, Proposal Writing, Strategy, Management Consulting, Business Relationship..., Finance, Analysis, Business Analysis, Consulting, Management, Reporting & Analysis, System Testing, Technology Integration, Hedge Funds, Microsoft Office, Public Speaking

Education
Tulane University - A.B. Freeman School of Business   2011 — 2014
Master of Business Administration (M.B.A.), International Business & Entrepreneurship

College of the Holy Cross   2004 — 2008
Bachelor of Arts, Sociology, Peace and Conflict Studies

University of St. Andrews   2006 — 2007
Scotland, United Kingdom, Junior Year Study Abroad Program, International Relations

Vestavia Hills High School   2000 — 2004

Gopanand SrinivasaRao Gopanand SrinivasaRao Jersey City, New Jersey Details
Gopanand SrinivasaRao's Bank of America Merrill Lynch Experience September 2011 - Present
Job Agile Developer at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   September 2011 - Present
Bank of America Merrill Lynch   December 2008 - July 2011
Bank of America Merrill Lynch   June 2007 - December 2008
Cognizant Technology Solutions  2002 - 2007

Skills
Production Support, Process Consulting, PMP, Application Management, People Management

Education
College of Engineering, Trivandrum   1998 — 2002
B. Tech, Electronics

Eddie Krule Eddie Krule Greater Chicago Area Details
Eddie Krule's Bank of America Merrill Lynch Experience July 2013 - February 2015
Job Associate at Lincoln International
Industry Banking
Experience
Lincoln International  March 2015 - Present
Bank of America Merrill Lynch   July 2013 - February 2015
Kellogg School of Management  August 2011 - June 2013
Bank of America Merrill Lynch   June 2012 - August 2012
GreatPoint Energy  March 2011 - August 2011
GreatPoint Energy  November 2008 - March 2011
Lux Research  July 2008 - November 2008
Lux Research  June 2007 - July 2008
Lux Research  June 2006 - December 2006

Skills
Cleantech, Venture Capital, Energy, Renewable Energy, Business Strategy, Financial Modeling, Valuation, Due Diligence

Education
Kellogg Graduate School of Management   2011 — 2013
MBA

Columbia Engineering
Bachelors, Materials Science

Hyung ku Kim Hyung ku Kim Glen Rock, New Jersey Details
Hyung ku Kim's Bank of America Merrill Lynch Experience May 2015 - Present
Job Portfolio Management Officer IBB at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2015 - Present
Bank of America Merrill Lynch   July 2012 - May 2015
Bank of America Merrill Lynch   July 2012 - May 2015
Bank of America  May 2011 - July 2012

Skills
Microsoft Office, Social Media Marketing, Photoshop, Digital Photography, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Time Management, Access, Facebook, Marketing, Event Management, Data Analysis, Management, Accounting, Analysis, CRM, Outlook, Teamwork

Education
Colorado State University-Global Campus   2014 — 2015
Bachelor's Degree, Accounting

State University of New York at Buffalo   2007 — 2011
Bachelor of Science (BS), Finance, General

State University of New York at Buffalo - School of Management   2007 — 2011
School of Management, Finance/Marketing

Gerardo Ubaghs Carrión Gerardo Ubaghs Carrión New York, New York Details
Gerardo Ubaghs Carrión's Bank of America Merrill Lynch Experience October 2012 - Present
Job Investment Banking Associate en BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   October 2012 - Present
UBS Investment Bank  June 2011 - August 2011
Ministry of Foreign Affairs, Spain   September 2004 - September 2009
ISL-Automotive Logistics   June 2006 - August 2006

Skills
Mother Tongues:..., Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Portfolio Management, Investments, Equities, Banking, Mergers, DCF, Capital IQ, Financial Advisory, Spanish, German

Education
Indiana University - Kelley School of Business   2010 — 2012
MBA, Finance & Accounting

   2010 — 2010
Executive Education, Corporate Finance

IESE Business School - University of Navarra   2009 — 2010
Executive Education, Corporate Finance, Investment Portfolios Management

Universidad de Valencia   2005 — 2010
B.B.A., International Finance, Economics

   2005 — 2009
Master in Music, Graduate Solo Violin Performance Diploma, Solo Violin Performance

Deutsche Schule Valencia   1988 — 2000
Abitur, Selectivo, Science

Ryan Katapski Ryan Katapski Denver, Colorado Details
Ryan Katapski's Bank of America Merrill Lynch Experience August 2015 - Present
Job Treasury Sales Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America Merrill Lynch   July 2012 - Present
US Bank  July 2010 - July 2012
US Bank  March 2008 - July 2010

Skills
Commercial Banking, Treasury Management, Financial Analysis, Relationship Management, Treasury Services, Finance, Treasury, Payments, Financial Services, Cash Management, Wealth Management, Deposits

Education
Colorado State University
Master of Business Administration (MBA), Finance

University of Colorado Boulder   2001 — 2006
BA, Communication, History

Monarch High School

Hemant Bendre, PMP Hemant Bendre, PMP Greater New York City Area Details
Hemant Bendre, PMP's Bank of America Merrill Lynch Experience December 2010 - March 2011
Job
Industry Financial Services
Experience
Kingsboro Community College   2012 - 2014
Cargomatrix   May 2012 - August 2012
PSEG  May 2011 - March 2012
Bank of America Merrill Lynch   December 2010 - March 2011
UBS Financial Services  June 2006 - 2010
UBS Financial Services  April 2004 - May 2006
UBS Financial Services  March 1999 - March 2004
Solomon Smith Barney  October 1997 - February 1999
United Parcel Service  June 1993 - September 1997
Pencom Systems  October 1989 - May 1993

Skills
Microsoft SQL Server, Project Management, Applications..., Management, SDLC, Vendor Management, Program Management, Business Analysis, Business Intelligence, Visio, IT Management, MS Project, IT Strategy, Requirements Analysis, Risk Management, Process Improvement, Software Development, PMO

Education
College of Engineering Pune
Bachelor of Engineering (BE), Electrical and Electronics Engineering

New York Institute of Technology-Old Westbury
MS, Computer Science

Edward Chaffetz Edward Chaffetz Greater New York City Area Details
Edward Chaffetz's Bank of America Merrill Lynch Experience March 2012 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2012 - Present
Bank of America Merrill Lynch   July 2009 - March 2012
Mount Lucas Management  June 2008 - May 2009
Apple Inc.  2005 - 2009
Reech AIM   June 2007 - July 2007

Skills
Bloomberg, Intex Desktop, Intex Dealmaker, Stata, R, CAS, Word, Excel, PowerPoint

Education
Columbia College (NY)   2005 — 2009
BA, Physics, Economics

Ecole Alsacienne   1997 — 2005
French Scientific Baccalaureate, Physics

Elissa Haddad Elissa Haddad San Diego, California Details
Elissa Haddad's Bank of America Merrill Lynch Experience February 2015 - Present
Job Ph.D. Candidate
Industry Higher Education
Experience
Bank of America Merrill Lynch   February 2015 - Present
Edward Jones  May 2014 - January 2015
United States Navy  April 2007 - April 2011

Skills
Human Resources, Public Relations, Foreign Languages, Finance, Active DoD Secret..., Translation

Education
University of San Diego   2015 — 2019
Doctor of Philosophy (Ph.D.), Organizational Leadership

University of San Diego   2012 — 2014
Master of Science (MS), Global Leadership, GPA: 3.89

Columbia College   2008 — 2011
Bachelor of Arts (BA), Business Administration, Magna Cum Laude, GPA: 3.81

Katherine Lin Katherine Lin Greater New York City Area Details
Katherine Lin's Bank of America Merrill Lynch Experience July 2011 - June 2015
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2011 - June 2015
Columbia University  September 2009 - May 2011
Bank of America Merrill Lynch   May 2010 - August 2010
William D. Witter, Inc.   May 2009 - July 2009

Skills
Financial Modeling, Bloomberg, Equity Research, Equities, Valuation, SNL, Microsoft Excel, Microsoft Word, VBA, Series 7, Series 63, Series 86, Series 87, Options, Factset, Capital Markets, Fixed Income

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA)

Columbia Engineering   2007 — 2011
BS, Operations Research: Financial Engineering, Summa Cum Laude

Millburn High School   2003 — 2007

Columbia University in the City of New York

Mike DeLong Mike DeLong Charlotte, North Carolina Details
Mike DeLong's Bank of America Merrill Lynch Experience April 2010 - Present
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   April 2010 - Present

Skills
Real Estate, Investment Properties, Foreclosures, Short Sales, Sellers, Condos, Single Family Homes, Brokerage, Property, Property Management, REO, First Time Home Buyers, Real Estate Development, Mortgage Lending, FHA, Buyers, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Finance, Corporate Finance, Project Finance, Microsoft Excel, VBA, Visual Basic, Residential Homes, Investments, Banking, Budgets, Loans, Real Estate Economics, Loan Origination, Real Estate Financing, Forecasting

Education
Colorado State University   2002 — 2004
Business Management

Ernesto Padron Ernesto Padron Miami/Fort Lauderdale Area Details
Ernesto Padron's Bank of America Merrill Lynch Experience July 2007 - July 2009
Job MBA Summer Intern at Clearlake Capital Group
Industry Venture Capital & Private Equity
Experience
Clearlake Capital Group  June 2015 - Present
Trivest Partners  July 2010 - June 2014
Sigma Capital Partners  August 2009 - July 2010
Bank of America Merrill Lynch   July 2007 - July 2009

Skills
Investment Banking, Mergers & Acquisitions, Restructuring, Venture Capital, Valuation, Due Diligence, Corporate Finance, Private Equity, Financial Modeling, Financial Analysis, Program Management, Corporate Development, LBO, Leveraged Finance, Capital

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

University of Florida   2003 — 2007
BAS, Finance

Christy Ray Christy Ray Jacksonville, Florida Area Details
Christy Ray's Bank of America Merrill Lynch Experience May 2013 - October 2014
Job Financial Services Professional/Yoga Instructor
Industry Banking
Experience
Advent Software  July 2015 - Present
Achieve Fitness  January 2014 - Present
Deutsche Bank  October 2014 - April 2015
Bank of America-Merrill Lynch  May 2013 - October 2014
Jacksonville Aviation Authority  February 2012 - September 2012
Lender Processing Services, Inc. (LPS)   2012 - 2012
Deutsche Bank  May 2010 - August 2011
The Jacksonville Bank  December 2009 - April 2010
Merrill Lynch  December 2006 - November 2009
American Enterprise Bank of Florida  February 2004 - August 2006

Skills
Finance, Banking, Risk Management, Account Reconciliation, Financial Analysis, Loans, Credit, Accounting, Customer Service, Leadership, Retail Banking, Microsoft Excel, Outlook, Financial Reporting, Auditing, Cash Management, Training, Management, Strategic Planning, Team Building, Portfolio Management

Education
University of Phoenix
BSB, Accounting and Finance

College of Southern Maryland
Business Administration and Management, General

Brian Weiss Brian Weiss Greater New York City Area Details
Brian Weiss's Bank of America Merrill Lynch Experience July 2009 - June 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Credit Suisse  June 2014 - August 2014
Bank of America Merrill Lynch   July 2009 - June 2013

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

University of Pennsylvania   2005 — 2009
BA, Philosophy, Politics and Economics

Robert J. Voreyer Robert J. Voreyer Greater New York City Area Details
Robert J. Voreyer's Bank of America Merrill Lynch Experience May 2006 - September 2011
Job Chief Financial Officer at Human Condition Safety
Industry Financial Services
Experience
Human Condition Safety   August 2015 - Present
Human Condition Safety   August 2015 - Present
Spencer Holt Advisors, LLC   February 2015 - Present
Thorndale Farm   October 2011 - June 2015
ShopperTrak  April 2012 - January 2015
FarmLink  April 2012 - January 2015
Bank of America Merrill Lynch   May 2006 - September 2011
Morgan Stanley  August 1981 - April 2006

Skills
Investment Banking, Capital Markets, Risk Management, Loan Origination, Debt Restructuring, Portfolio Management, Investments, Financial Modeling, Bonds, Non-profits, Wealth Management, Fixed Income, Nonprofits, Hedge Funds, High Yield, Financial Risk, Emerging Markets, Securities, Private Equity, Loans, Alternative Investments, Start-ups, Asia, Single Family Office

Education
Columbia University - Columbia Business School   1984 — 1986
MBA, Finance

Georgetown University - The McDonough School of Business   1979 — 1981
BSBA, Finance

Colum Weiden Colum Weiden New York, New York Details
Colum Weiden's Bank of America Merrill Lynch Experience March 2015 - September 2015
Job Associate at Fried, Frank, Harris, Shriver & Jacobson LLP
Industry Law Practice
Experience
Bank of America Merrill Lynch   March 2015 - September 2015
Cahill Gordon & Reindel  September 2013 - September 2015
Georgetown University Law Center  August 2010 - May 2013
Cahill Gordon & Reindel  May 2012 - July 2012
United States Senate, Committee on the Judiciary  January 2012 - May 2012
Georgetown University Law Center  May 2011 - September 2011
College of the Holy Cross  August 2006 - May 2010
Baker, McEvoy, Morrissey Moskovits, P.C.   June 2009 - August 2009

Education
Georgetown University Law Center   2010 — 2013
Doctor of Law (J.D.)

College of the Holy Cross   2006 — 2010
Bachelor of Arts (B.A.)

Fordham Preparatory High School   2002 — 2006

Jeremy Kim Jeremy Kim New York, New York Details
Jeremy Kim's Bank of America Merrill Lynch Experience September 2014 - September 2015
Job Securitized Products Specialist
Industry Capital Markets
Experience
Hudson Cove Capital Management   September 2015 - Present
Bank of America Merrill Lynch   September 2014 - September 2015
Thomson Reuters  December 2013 - June 2014
PwC, Financial Instruments, Structured Products, and Real Estate Group   September 2011 - September 2013
Bank of America  March 2008 - July 2010
Calcon Partners, Real Estate Fund   2007 - 2008
CIM Securities LLC, Equity Capital Markets Division   2006 - 2007

Skills
Valuation, Derivatives, Fixed Income, Structured Finance, Capital Markets, Financial Modeling, Hedge Funds, Bloomberg, Financial Analysis, Finance, Portfolio Management, Financial Risk, Structured Products, Financial Services, Investments, Equity Research, Banking, Investment Banking, Financial Markets, Financial Structuring, Bonds, Market Analysis, Credit Analysis, DCF, Securitization, Private Equity, MBS, ABS, Options, Due Diligence, Securities, Corporate Finance, Asset-backed..., Credit, Credit Derivatives, CLO, CDO, Distressed Debt, Hedging, Credit Risk, Investment Strategies, Loans, CDS, Leveraged Finance, Quantitative Finance, Alternative Investments

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

University of Rochester - William E. Simon Graduate School of Business Administration   2010 — 2011
MS, Finance

University of California, San Diego   2002 — 2007
BA, Japanese Studies

Doshisha University   2004 — 2005
Certificate, Japanese History

Loyola High School   1998 — 2002
High School Diploma

Qun Deng Qun Deng Greater New York City Area Details
Qun Deng's Bank of America Merrill Lynch Experience January 2014 - Present
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2014 - Present
Bank of America Merrill Lynch   November 2010 - December 2013
Merrill Lynch  February 2005 - October 2010
Lehman Brothers  June 2002 - February 2005
Goldman Sachs  May 2000 - March 2002
Chase Bank  May 1998 - April 2000
Global Advanced Techology   October 1994 - April 1998

Skills
Credit Derivatives, Bond Pricing, Options, Interest Rate..., VAR, C++, C#, SQL, Bloomberg Terminal, Microsoft Excel, Portfolio Optimization, Core Java, XML Schema, TIBCO Rendezvous, SOAP, Data Synapse, Intex, mortgage and structured..., OAS, Cross Margin Methodology, Total Return, Scenario Analysis, Monte Carlo Simulation, PDE, Linear Programming, Integer Programming, Nonlinear Optimization, Combinatorial..., Stochastic Calculus, Statistics, Numerical Analysis, Python

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D., Operations Research

Chinese Academy of Sciences
Master of Science (MS), Computational Mathematics

Wuhan University
Bachelor of Science (BS), Computational Mathematics

Jason Chin Jason Chin Greater New York City Area Details
Jason Chin's Bank of America Merrill Lynch Experience July 2014 - Present
Job Public Sector Credit Products Analyst at Bank of America Merrill Lynch
Industry Mechanical or Industrial Engineering
Experience
Bank of America Merrill Lynch   July 2014 - Present
Columbia University in the City of New York  September 2013 - December 2013
Bank of America  June 2013 - August 2013
The Earth Institute at Columbia University  September 2012 - May 2013
Center for Risk and Economic Analysis of Terrorism Events   June 2012 - March 2013
Natural History Museum of Los Angeles County  July 2012 - August 2012
James F. Reda & Associates, LLC   June 2011 - August 2011
Can Do Fitness  June 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Finance, Leadership, Data Analysis

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2014
Bachelor of Science, Operations Research

West Windsor Plainsboro HS North   2006 — 2010
High School Diploma

Todd Morrissey Todd Morrissey Greater Philadelphia Area Details
Todd Morrissey's Bank of America Merrill Lynch Experience 1997 - 1999
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners  2004 - Present
Aasonn  2014 - Present
Professional Trading Solutions   2010 - Present
Ultimus Fund Solutions, LLC  2012 - Present
Good Harbor Financial, LLC  2013 - Present
Julia's Grace Foundation   2014 - Present
Fleet One  2008 - 2012
Advanta Partners   1999 - 2002
Bank of America Merrill Lynch   1997 - 1999

Skills
Private Equity, Growth Capital, Buyouts, Middle Market, FinTech, Business Services, Financial Services, Venture Capital, Valuation, Mergers, Investments, Investment Banking, Financial Analysis, Equities, Due Diligence, Corporate Finance, Corporate Development, Asset Management, Business Valuation

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Finance

Georgetown University   1993 — 1997
BS, Finance

Edgemont High School

William Chau William Chau Jersey City, New Jersey Details
William Chau's Bank of America Merrill Lynch Experience October 2012 - April 2014
Job President/Instructor at Computing Wisdom
Industry Education Management
Experience
Computing Wisdom   April 2015 - Present
Bank of America Merrill Lynch   October 2012 - April 2014
Department of Buildings  February 2009 - December 2011
Self  June 2008 - February 2009
Lehman Brothers  February 2007 - June 2008
Bank of America Securities  March 2005 - February 2007
Deutsche Bank  August 2003 - March 2005
J.P. Morgan   November 2001 - November 2002
Primary Knowledge, Inc.   May 2000 - June 2001
AT&T Laboratories  July 1995 - May 2000

Skills
SQL, Eclipse, Perl, Python, Java, Matlab, Spring, HTML, CSS, JavaScript, Unix, Agile & Waterfall..., Software Architecture, Design Patterns, UML, iBatis, JUnit, J2EE, Ant, AJAX, XML, XSL, CVS, Subversion, Apache, Tomcat, Weblogic, Database Modeling, Oracle, Sybase, SQL Server, Netezza, Linux, Windows, Mac OS X, Operations Research, Deterministic Modeling, Stochastic Modeling, Monte Carlo Simulation, Financial Engineering, Production Managment, Machine Learning, Mathematics Education, Gifted Education, Test Preparation

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2012 — 2014
Master's Degree, Operations Research

Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2011
Certificate of Professional Achievement, Operations Research

New York University
Master's Degree, Mathematics

Stevens Institute of Technology   1993 — 1995
Master's Degree, Computer Science

State University of New York at Buffalo
Bachelor's Degree, Computer Science

State University of New York at Buffalo
Bachelor's Degree, Mathematics

State University of New York at Buffalo
Bachelor's Degree, Electrical Engineering

edX

Coursera

Udacity

Paul Furer Paul Furer New York, New York Details
Paul Furer's Bank of America Merrill Lynch Experience June 2008 - April 2010
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Columbia Business School  August 2014 - Present
Summit Partners  July 2011 - July 2014
Jefferies & Company  April 2010 - June 2011
Bank of America Merrill Lynch   June 2008 - April 2010
Banc of America Securities  June 2007 - August 2007

Skills
Mergers & Acquisitions, Strategy, Finance, Valuation, Financial Modeling, Due Diligence, Executive Management, DCF, LBO, Private Equity, Venture Capital, Emerging Markets, Investment Banking, Corporate Finance, Corporate Development, Divestitures, M&A experience

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

Indiana University - Kelley School of Business   2004 — 2008
Bachelor of Science, Business; Finance; Finance

Kara Rosettie Kara Rosettie Albany, New York Area Details
Kara Rosettie's Bank of America Merrill Lynch Experience August 2010 - May 2015
Job Technology Relationship Manager Wells Fargo
Industry Computer Hardware
Experience
Wells Fargo  May 2015 - Present
Bank of America Merrill Lynch   August 2010 - May 2015
D&D Consulting  June 2008 - August 2010
NYISO  October 2005 - April 2006
Logic Technology Inc  June 2003 - June 2005
Logic Technology Inc  April 2000 - June 2003

Skills
Program Management, Process Improvement, Vendor Management, SDLC, PMP, Project Management, Budgets, ITIL, IT Service Management, Leadership, Consulting, Strategy, Cloud Computing, Integration, Testing, Data Center, Management, Training, IT Strategy, Disaster Recovery, Product Development, Visio, Six Sigma, Business Process, Change Management, Project Portfolio..., Software Project..., PMO, Business Process..., Unix, Business Analysis, IT Management, Account Management, Cross-functional Team..., Risk Management, SaaS, Information Technology, SharePoint, Team Building, Product Management, Team Leadership, Business Requirements, Requirements Analysis

Education
Colorado State University   1995 — 1999

Shenedehowa   1991 — 1995

Antoinette Genovese Antoinette Genovese New York, New York Details
Antoinette Genovese's Bank of America Merrill Lynch Experience 2014 - Present
Job Director, COO Emerging Markets FICC Trading at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch   2014 - Present
Goldman, Sachs & Co. (Securities Division)   2005 - 2014
Goldman, Sachs & Co.   2003 - 2005
Goldman, Sachs & Co.   2000 - 2003
Rabobank International  1998 - 2000
Bankers Trust Company  1996 - 1998
Chemical Bank Corporation  1995 - 1996

Skills
Financial Modeling, Fixed Income, Capital Markets, Valuation, Emerging Markets, Alternative Investments, Corporate Finance, Derivatives, Bloomberg, Structured Products, Due Diligence, Investments, Credit Derivatives, Investment Banking, Private Equity, M&A experience, Hedge Funds

Education
Columbia University - Columbia Business School   2009 — 2011
MBA

New York University - Leonard N. Stern School of Business   1991 — 1995
BS, Finance and Management; Minor in East Asian Studies

Ennio Giglio Ennio Giglio Greater New York City Area Details
Ennio Giglio's Bank of America Merrill Lynch Experience September 2015 - Present
Job Vice President, Investment Banking en Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   September 2015 - Present
Deutsche Bank  July 2012 - Present
Pontificia Universidad Católica de Chile  August 2007 - December 2010
IM Trust  September 2006 - December 2010

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Budget, International M&A, M&A Modeling, Cross-border..., LBO, Capital Markets, managerial accounting, Credit Derivatives, Credit Analysis, Debt Restructuring, Real Estate Transactions, Fairness Opinions, Financial Structuring, Project Finance, Due Diligence, Equity Capital Markets, Equity Valuation, Business Strategy, Business Analysis, Business Development

Education
Columbia University - Columbia Business School   2011 — 2012
MBA, Finance

Pontificia Universidad Católica de Chile   2002 — 2006
Business and Administration; minor Sociology, Finance and Accounting

David Matteini David Matteini New York, New York Details
David Matteini's Bank of America Merrill Lynch Experience August 2008 - Present
Job Director, Financial Sponsors Group at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2008 - Present
Banc of America Securities  July 2002 - July 2008
UBS Warburg  2001 - 2002

Education
Columbia University - Columbia Business School   2006 — 2008
MBA, Finance

Columbia University in the City of New York   1997 — 2001
BA, Columbia College - Econ / Phil

Yizhou Bo Yizhou Bo New York, New York Details
Yizhou Bo's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Student at Columbia University in the City of New York
Industry Financial Services
Experience
Columbia University in the City of New York  Financial Consulting InternZ-Ben AdvisoryJuly 2014 - July 2014
Macquarie Group  May 2014 - June 2014
Tuspark Ventures/Tuspark Holding Limited   June 2013 - August 2013
Bank of America Merrill Lynch   June 2012 - August 2012
Ernst & Young  January 2012 - February 2012

Skills
Microsoft Excel, Microsoft Office, Java, PowerPoint, Microsoft Word, C++, Data Analysis, Matlab, Financial Analysis, Teamwork, Statistics, Research, Financial Modeling, HTML

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Operations Research

Jeanette Bettles, CFA Jeanette Bettles, CFA San Francisco, California Details
Jeanette Bettles, CFA's Bank of America Merrill Lynch Experience May 2005 - June 2010
Job
Industry Hospital & Health Care
Experience
Kaiser Permanente  December 2012 - Present
SF Bay Area  June 2012 - November 2012
Jefferies & Company  June 2010 - June 2012
Bank of America Merrill Lynch   May 2005 - June 2010
Deutsche Bank Securities  June 2002 - May 2005
Ernst & Young  June 1998 - July 2000
Kla-Mo-Ya Casino Corporation   September 1997 - May 1998
Running Y Ranch Resort   July 1996 - September 1997

Skills
Investments, Investment Banking, Capital Markets, Fixed Income, Bonds, Funding, Loans, Financial Analysis, Financial Modeling, Valuation, Private Equity, Strategic Planning, Finance, Portfolio Management, Mergers, Business Strategy, Business Development, Equities, Project Management, Hedge Funds, Financial Structuring, Due Diligence, Start-ups, Analysis, Corporate Finance, Financial Services, Mergers & Acquisitions, Credit

Education
Columbia University - Columbia Business School   2000 — 2002
MBA

Cornell University   1992 — 1996
B.S.

Alexander Desjardins Alexander Desjardins Greater New York City Area Details
Alexander Desjardins's Bank of America Merrill Lynch Experience August 2009 - Present
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2009 - Present
Gruppo, Levey & Co.   June 2008 - August 2009
Bear Stearns  July 2007 - June 2008
Bear Stearns  June 2006 - August 2006
Investors Bank & Trust  August 2001 - July 2005
Kaplan Inc.  2004 - 2005

Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Due Diligence, Acquisitions, Financial Analysis, LBO, M&A experience, IPO, Mergers, Accounting, Microsoft Excel, Business Valuation, Finance, Corporate Development, Financial Structuring, Divestitures, Restructuring, Structured Finance, DCF, Leveraged Finance, Inversion

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
MBA, Finance, Accounting, and Banking

College of the Holy Cross   1997 — 2001
B.A., Economics

Lauren Nicole Sickles Lauren Nicole Sickles Miami, Florida Details
Lauren Nicole Sickles's Bank of America Merrill Lynch Experience 2011 - 2015
Job Vice President at Citi
Industry Financial Services
Experience
Citi  2015 - Present
Bank of America Merrill Lynch   2011 - 2015
Elavon, Inc.   2010 - 2011
SunTrust Robinson Humphrey  2008 - 2010
SunTrust Robinson Humphrey  May 2007 - August 2007
Citi Group  June 2006 - July 2006

Skills
Product Management, Financial Analysis, Strategic Planning, Capital Markets, Strategy, Financial Modeling, Management, Analysis, Payment Card Processing, Due Diligence, Research, Financial Services, Strategic Partnerships, Payment Processing, International Strategy, Mobile Devices, Mobile Payments, Market Research

Education
Columbia University - Columbia Business School   2006 — 2008
MBA, Finance, Management

Stanford University   1998 — 2002
BA, Economics

Phillips Academy (Andover)   1996 — 1998
High School Diploma

The Madeira School   1994 — 1996

Alexander Funk Alexander Funk Greater New York City Area Details
Alexander Funk's Bank of America Merrill Lynch Experience July 2008 - June 2010
Job Associate at Palladium Equity Partners, LLC
Industry Venture Capital & Private Equity
Experience
Palladium Equity Partners, LLC   July 2015 - Present
American Securities  June 2014 - August 2014
3i Group plc  January 2014 - May 2014
ABRY Partners  January 2013 - June 2013
ABRY Partners  July 2010 - December 2012
Bank of America Merrill Lynch   July 2008 - June 2010
Bank of America Merrill Lynch   June 2007 - August 2007
Organization for International Investment  June 2006 - September 2006
Energy Investment Systems, Inc.   June 2005 - August 2005

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

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

The George Washington University   2004 — 2008
B.S., Economics

Kent School   2000 — 2004

Allen Stevenson School   1992 — 2000

Shelby Reynolds Shelby Reynolds Greater Chicago Area Details
Shelby Reynolds's Bank of America Merrill Lynch Experience October 2014 - Present
Job Bank of America Merrill Lynch Vice President of Listed Derivatives & OTC NA Reconciliation
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2014 - Present
Société Générale/Newedge   April 2014 - October 2014
UBS Securities LLC  October 2006 - April 2014
Nomura Securities  April 1996 - October 2006
Man Investments  March 1995 - April 1996
Index Futures Group  June 1994 - March 1995

Skills
Series 7, Back Office, Account Reconciliation, Swaps, Credit Derivatives, Operational Risk, Relationship Management, Series 63, Commodity, Options, Derivatives, Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, Equity Derivatives, FX Options, Financial Markets, Fixed Income, Hedge Funds, Hedging, Investment Banking, Management, Market Data, Middle Office, Prime Brokerage, Proprietary Trading, Risk Management, Securities, Sales, Strategy, Technical Analysis, Trading, Trading Systems

Education
Waubonsee Community College   2009 — 2011
Work in Progress, Finance, General

Columbia College Chicago   2002 — 2002
NA, Radio and Sound

Pranav Gupta Pranav Gupta New York, New York Details
Pranav Gupta's Bank of America Merrill Lynch Experience September 2014 - Present
Job Senior Director
Industry Management Consulting
Experience
Bank of America Merrill Lynch   September 2014 - Present

Skills
Strategy, Program Management, Valuation, Mergers & Acquisitions, Portfolio Management, Vendor Management, Competitive Analysis, Equities, Contract Negotiation, Outsourcing, Management, Financial Services, Finance, Consulting, Financial Analysis, Investment Banking, Investments, Integration, Synergies, Business Process..., Relationship Management, Capacity Planning, Integration Planning, Operational Turnaround, Big Data, Management Consulting

Education
Columbia University - Columbia Business School   2008 — 2009
MBA, Finance and Strategy, Dean's List

National Institute of Technology Hamirpur   1994 — 1998
B. Tech, Computer Science and Engineering

Christopher Moon Christopher Moon New York, New York Details
Christopher Moon's Bank of America Merrill Lynch Experience December 2014 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   December 2014 - Present
Cantor Fitzgerald  September 2010 - October 2013
SecondMarket, Inc.   December 2008 - August 2010
Merrill Lynch  April 1998 - October 2008

Skills
Distressed Debt, Special Situations, Sourcing, Alternative Investments, Trading, High Yield, Debt Restructuring, Hedge Funds, Capital Markets, Bankruptcy Claims, Trade Claims, Bankruptcy, CDS, Credit Derivatives, Leveraged Finance, Securities, Portfolio Management, Equities, Fixed Income, Bonds, Corporate Finance, Investments, Private Equity, Venture Capital, Private Placements, Asset Management, Investment Banking, Bloomberg, Structured Products, Financial Structuring, Options, Valuation, Series 63, Series 7, Equity Derivatives, Equity Research, Equity Trading, Securitization, Derivatives, ABS, Electronic Trading, LBO, Financial Markets

Education
Columbia College (NY)   1987 — 1991
AB, Psychology/Pre-Med

Belmont Hill School   1981 — 1987

Harris Ghozali Harris Ghozali Houston, Texas Details
Harris Ghozali's Bank of America Merrill Lynch Experience July 2011 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Oil & Energy
Experience
Bank of America Merrill Lynch   July 2011 - Present
Ryder Scott Company  October 1997 - July 2011
ExxonMobil  August 1990 - October 1997

Education
University of Houston   1993 — 1997
MS, Petroleum Engineering

Colorado School of Mines   1986 — 1990
BS, Petroleum Engineering

Permian Highschool   1983 — 1986

Christopher Schilling Christopher Schilling Greater Los Angeles Area Details
Christopher Schilling's Bank of America Merrill Lynch Experience April 2003 - June 2009
Job CEO at Park Water Company ( a Carlyle Group portfolio company)
Industry Utilities
Experience
Park Water Company (A Carlyle Group portfolio company)   June 2009 - Present
Bank of America Merrill Lynch   April 2003 - June 2009
Banc of America Securities, LLC  1990 - June 2001

Skills
Corporate Development, Mergers & Acquisitions, Structured Finance, Corporate Finance, Financial Structuring, Private Equity, Fixed Income, Investment Banking, Capital Markets, Venture Capital, M&A experience, Financial Modeling, Valuation, Private Placements

Education
Columbia University - Columbia Business School   1983 — 1985
MBA, Finance, Marketing

Brian Meek Brian Meek Greater Chicago Area Details
Brian Meek's Bank of America Merrill Lynch Experience June 2013 - April 2014
Job Senior Vice President at Burling Bank
Industry Financial Services
Experience
Burling Bank  March 2015 - Present
Greenspire Capital   April 2014 - March 2015
Bank of America Merrill Lynch   June 2013 - April 2014
BMO Harris Bank  2000 - 2013
Sonnet Financial   1997 - 2000
ABN AMRO Bank, Inc, and N.V.   1988 - 1997
Boulevard Bank  1986 - 1988

Skills
Treasury Management, Banking, Cash Management, Capital Markets, Fixed Income, Finance, Derivatives, Product Management, Operational Excellence, FX Options, Investments, Portfolio Management, Equities, Business Development, Mergers & Acquisitions, Strategy, Relationship Management, Strategic Leadership, Securities, Credit Analysis, Investment Banking, Commercial Banking, Financial Markets, Commercial Lending, Global Strategy, Mutual Funds, International Business

Education
Colorado College   1982 — 1986
BA, Political Economy

Michael Tighe Michael Tighe Greater New York City Area Details
Michael Tighe's Bank of America Merrill Lynch Experience July 2013 - June 2015
Job BTIG
Industry Financial Services
Experience
BTIG  March 2015 - Present
Bank of America Merrill Lynch   July 2013 - June 2015
Morgan Stanley  June 2006 - May 2013
Bank of America  March 2003 - May 2006
Merrill Lynch  July 1998 - March 2001

Skills
Series 7, Series 63, Series 24, Candian trader exams, Equities, Trading

Education
College of the Holy Cross   1987 — 1991
Bachelor's degree, History

Arlington High School   1984 — 1987

David Glaser David Glaser Greater New York City Area Details
David Glaser's Bank of America Merrill Lynch Experience August 2010 - Present
Job Chief Operating Officer of Global Corporate and Investment Bank at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2010 - Present
Bank of America Merrill Lynch   January 2009 - September 2010
Banc of America Securities  June 2008 - December 2008
Bear Stearns  February 1985 - June 2008

Education
Columbia College (NY)
AB

Lexington High School

Lexington High School

The University of Chicago Booth School of Business
MBA

University of Chicago Law School
JD

Jordan Forester Jordan Forester New York, New York Details
Jordan Forester's Bank of America Merrill Lynch Experience August 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2013 - Present
Bank of America Merrill Lynch   March 2010 - July 2013
JP Morgan Chase  March 2009 - December 2009
America's Growth Capital  August 2008 - November 2008

Education
College of the Holy Cross   2004 — 2008
B.A., Economics

Nicholas K. Wold Nicholas K. Wold New York, New York Details
Nicholas K. Wold's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
UnitedHealth Group  September 2013 - July 2014
UnitedHealth Group  February 2011 - September 2013
UnitedHealth Group  August 2009 - February 2011
Lazard  July 2007 - August 2008
FAF Advisors  June 2006 - September 2006
US Bank  June 2005 - September 2005

Skills
Financial Modeling, Due Diligence, Finance, Investment Banking, Mergers, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Business Valuation, Corporate Development, Corporate Finance, Strategy, Equities, Equity Research, Analysis

Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance, General

Colorado College   2003 — 2007
B.A., Economics with Distinction

Richfield Senior High School   1999 — 2003

Elianeth Alicea Elianeth Alicea Toronto, Canada Area Details
Elianeth Alicea's Bank of America Merrill Lynch Experience August 2009 - January 2010
Job Corporate Finance Associate at Bennett Jones LLP
Industry Legal Services
Experience
Bennett Jones LLP  February 2013 - Present
Fraser Milner Casgrain LLP  August 2010 - February 2013
Bank of America Merrill Lynch   August 2009 - January 2010
Cadwalader, Wickersham & Taft LLP   2006 - 2008
Hawkins Delafield & Wood LLP  November 2005 - November 2006
O'Neill & Borges   October 2003 - November 2005

Skills
Securities, Securities Regulation, Corporate Law, Corporate Governance, Legal Advice, Legal Writing, Capital Markets, Mergers & Acquisitions, Due Diligence, Joint Ventures

Education
Columbia Law School   2002 — 2003
LL.M., Law, Harlan Fiske Stone Scholar

University of Puerto Rico School of Law   1997 — 2000
J.D., Law, Magna Cum Lauder

Alex Tang Alex Tang Greater New York City Area Details
Alex Tang's Bank of America Merrill Lynch Experience September 2013 - Present
Job Director at Bank of America Merrill Lynch, Head of Credit and Mortgage Model Risk
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2013 - Present
Citi  September 2005 - September 2013
Credit Suisse  September 2004 - August 2005
UBS  2003 - 2004
Salomon Smith Barney  May 2000 - July 2001

Education
Columbia Business School   1994 — 2000
Doctor of Philosophy (Ph.D.), Finance

Dimitri Fernando Dimitri Fernando New York, New York Details
Dimitri Fernando's Bank of America Merrill Lynch Experience July 2011 - 2014
Job MBA focused on the intersection of Media and Tech
Industry Entertainment
Experience
The Walt Disney Company  September 2015 - Present
Viacom International Media Networks  June 2015 - Present
Gershon Media   December 2014 - June 2015
Bank of America Merrill Lynch   July 2011 - 2014
Banc of America Securities  June 2008 - August 2011
Banc of America Securities  June 2007 - September 2007
American Express  June 2006 - August 2006
American Express  June 2005 - September 2005
Young & Rubicam  June 2004 - September 2004

Skills
Capital Markets, Equities, Financial Modeling, Valuation, Bloomberg, DCF, Equity Research, Investment Banking, Fixed Income, Convertible Securities, Alternative Investments, Private Equity, Interactive..., Digital Media, Financial Analysis, Video Games, Corporate Finance, Bloomberg Terminal, Series 7, Series 63, Economics, Technology

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.), Media, Technology and Marketing

The Johns Hopkins University   2004 — 2008
BA, Economics

Jim Deichen Jim Deichen San Francisco Bay Area Details
Jim Deichen's Bank of America Merrill Lynch Experience September 1978 - May 2013
Job Managing Director West Region Corporate Bank Group Head at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  October 2013 - Present
Bank of America Merrill Lynch   September 1978 - May 2013

Education
Northwestern University - Kellogg School of Management   1976 — 1978
mba, finance/accounting

Northwestern University - Kellogg School of Management   1976 — 1978
mba, finance/accounting

Colorado College   1972 — 1976
ba, economics

Waseca high school   1968 — 1972

David Downie David Downie Greater New York City Area Details
David Downie's Bank of America Merrill Lynch Experience 2013 - Present
Job Assistant General Counsel and Director
Industry Law Practice
Experience
Bank of America Merrill Lynch   2013 - Present
Lehman Brothers Bankruptcy Estate   2009 - 2012
Deutsche Bank  2004 - 2008
Merrill Lynch  2000 - 2004
Bankers Trust  1998 - 2000
White & Case  1993 - 1998

Skills
Derivatives, Structured Finance, Bankruptcy, Capital Markets, ISDA, Securities Law, Fixed Income, Principal Investing, Special Situations, CDO, Chapter 11, Financial Structuring, Securitization, Dodd-Frank, Securities Regulation

Education
Columbia Law School   1990 — 1993
JD, Law

Dartmouth College   1984 — 1988
AB, cum laude, Asian Studies

Judah Rifkin Judah Rifkin Greater New York City Area Details
Judah Rifkin's Bank of America Merrill Lynch Experience July 2012 - August 2014
Job Investor Relations Professional
Industry Financial Services
Experience
Investor Relations   June 2015 - Present
AOL  August 2014 - June 2015
Bank of America Merrill Lynch   July 2012 - August 2014
ISI Group  September 2011 - July 2012
Citadel Investment Group  August 2010 - August 2011
AllianceBernstein  June 2005 - January 2010

Skills
Equity Research, Equity Valuation, Equities, Finance, Portfolio Management, Bloomberg, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Financial Analysis, Corporate Development, Valuation, Capital Markets

Education
Columbia College (NY)   1999 — 2003
BA, Economics and English

Columbia University in the City of New York   1999 — 2003
BA, Economics and English

Akshay Das Akshay Das Greater New York City Area Details
Akshay Das's Bank of America Merrill Lynch Experience July 2005 - April 2011
Job Managing Director at Amherst Pierpont Securities Interest Rate Products Sales and Trading
Industry Investment Banking
Experience
Amherst Pierpont Securities  May 2011 - Present
Bank of America Merrill Lynch   July 2005 - April 2011
JP Morgan  August 1996 - July 2005

Skills
Derivatives, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Bonds, Credit Derivatives, Series 7, Swaps, Trading, Hedge Funds, Options, Financial Markets, Structured Products, Interest Rate..., MBS, Securities, Equity Derivatives

Education
Columbia University - Columbia Business School   2000 — 2002
MBA

Drexel University
B.S.

Bo Zhang, CFA Bo Zhang, CFA Greater New York City Area Details
Bo Zhang, CFA's Bank of America Merrill Lynch Experience April 2010 - September 2014
Job Associate at OWS Capital Management
Industry Investment Management
Experience
One William Street Capital  September 2014 - Present
Bank of America Merrill Lynch   April 2010 - September 2014

Skills
Quantitative Finance, Fixed Income, Quantitative Analytics, Financial Modeling, Data Analysis, VBA, Matlab, Statistics, Statistical Modeling, Valuation, Mandarin, Bloomberg, Derivatives, Python

Education
Carnegie Mellon University - Tepper School of Business
Master of Science (M.S.), Computational Finance

Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (M.S.), Computer Science

Fudan University
Bachelor of Science (B.S.), Electrical and Electronics Engineering

Catherine So Catherine So Greater New York City Area Details
Catherine So's Bank of America Merrill Lynch Experience 2010 - September 2015
Job Vice President Associate General Counsel at Tiffany & Co.
Industry Law Practice
Experience
Tiffany & Company  September 2015 - Present
Bank of America Merrill Lynch   2010 - September 2015
ING  2009 - 2010
Merrill Lynch  2003 - 2009
U.S. Attorney's Office   2000 - 2003
Debevoise & Plimpton  1998 - 2000
Indosuez W.I. Carr Securities   1997 - 1998
Debevoise & Plimpton  1994 - 1997
Bondurant, Mixson & Elmore   1993 - 1994
11th Circuit Court of Appeals  1992 - 1993

Skills
Securities Litigation, Securities Regulation, Litigation, Employment Law, Criminal Law, Broker-dealer counsel, Securities, Commercial Litigation, Corporate Law, Arbitration, Civil Litigation, FINRA, Mediation, Legal Research, Legal Writing

Education
Columbia University School of Law   1990 — 1992
J.D.

Columbia University in the City of New York   1986 — 1992
B.A., English

Dana DeOrchis Dana DeOrchis New York, New York Details
Dana DeOrchis's Bank of America Merrill Lynch Experience July 2011 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2011 - Present

Skills
Wealth, Valuation, Financial Modeling, Investment Advisory..., Investment Management, Defined Contribution, Equities, Investments, Private Banking, Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Private Equity

Education
Columbia Business School   2009 — 2011
MBA

Barnard College of Columbia University   2001 — 2005
BA

William Yin William Yin New York, New York Details
William Yin's Bank of America Merrill Lynch Experience September 2007 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2007 - Present

Skills
Trading Systems, Electronic Trading, Connectivity, Trading, Trading System, Equity Trading, Equities, Capital Markets, Low Latency, Exchange Connectivity, High Frequency Trading, Investment Banking, Series 7, Series 63

Education
Columbia Engineering   2003 — 2007
Bachelors, Computer Science

Kevin Kraeger Kevin Kraeger Orange County, California Area Details
Kevin Kraeger's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Associate at PAAMCO
Industry Financial Services
Experience
PAAMCO  July 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
Greenwich Strategy  March 2012 - May 2013
Booz Allen Hamilton  September 2010 - March 2012
USN  2004 - 2009

Skills
Management Consulting, Strategy, Program Management, Financial Modeling, Strategic Planning, Business Strategy, Business Process..., Due Diligence, Data Analysis, Business Analysis, Analytics, Private Equity, Project Management, Leadership Development, Analysis, Team Leadership, Entrepreneurship, Logistics, Strategic Consulting, Consulting

Education
Columbia Business School   2013 — 2015
Master of Business Administration (M.B.A.), Finance, Dean's List

Columbia University in the City of New York   2009 — 2010
Master's Degree, Mathematics of Finance

University of Pennsylvania   2000 — 2004
Bachelor's Degree, Economics, Mathematics, Cum Laude, Distinction in Economics

Michael Buckley Michael Buckley Greater New York City Area Details
Michael Buckley's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2012 - Present
Bank of America Merrill Lynch   June 2011 - August 2011
United States Marine Corps - Embedded Training Team 1-11   November 2008 - August 2010
United States Marine Corps - 1st Battalion, 3rd Marine Regiment   January 2005 - July 2008

Education
NYU Stern School of Business   2010 — 2012
MBA, Finance, Financial Instruments and Markets

College of the Holy Cross   1999 — 2003
BA, Economics, minor in Accounting

St. John's Prep

Hau Cai Hau Cai Greater New York City Area Details
Hau Cai's Bank of America Merrill Lynch Experience
Job
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  

Skills
Low Latency, Market Data

Education
Columbia Engineering   1992 — 1996
B.S, Electrical Engineering

Carter Roehl Carter Roehl New York, New York Details
Carter Roehl's Bank of America Merrill Lynch Experience July 2008 - June 2010
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Glade Brook Capital Partners LLC  June 2014 - August 2014
Veritas Capital  August 2010 - June 2013
Bank of America Merrill Lynch   July 2008 - June 2010

Skills
Investment Banking, Equities, Valuation, Financial Modeling, Fixed Income, Capital Markets, Private Equity

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA), Value Investing Program

University of North Carolina at Chapel Hill   2004 — 2008
Bachelor of Science (B.S.), Business Administration

Armando Lopez Armando Lopez New York, New York Details
Armando Lopez's Bank of America Merrill Lynch Experience July 2010 - Present
Job Corporate Access Origination at Citi
Industry Financial Services
Experience
Bank of america Merrill lynch   July 2010 - Present
Morgan Stanley  November 2007 - April 2010
Morgan Stanley  1998 - 2007

Education
Columbia University - Columbia Business School   1995 — 1997
MBA, Finance

Michael Contopoulos Michael Contopoulos Greater New York City Area Details
Michael Contopoulos's Bank of America Merrill Lynch Experience August 2004 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2004 - Present
Credit Suisse First Boston  May 2002 - August 2004
TUDOR INVESTMENT CORPORATION  June 1999 - May 2002

Skills
Fixed Income, Hedge Funds, Bloomberg, Equities, Bonds, Derivatives, CDO, Investments, Asset Managment, High Yield, CDS, Credit Derivatives, Series 7, Capital Structure, Series 63, Leveraged Finance, Relative Value, Quantitative Finance

Education
New York University - Leonard N. Stern School of Business   2005 — 2008
MBA, Finance

Columbia College (NY)   1996 — 2000
BA, Economics and Political Science

Rick Massey Rick Massey Greater New York City Area Details
Rick Massey's Bank of America Merrill Lynch Experience August 2012 - Present
Job Agency MBS Trading
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2012 - Present
Merrill Lynch  August 2009 - September 2012
Gilford Securities;  2008 - 2009

Skills
Investments, Sales, Trading, Asset Management, Hedge Funds, Series 7, Bloomberg, Series 63, Agency MBS, MBS, Equities, Alternative Investments

Education
Buckingham, Browne & Nichols

College of the Holy Cross

Adam Walder Adam Walder Greater New York City Area Details
Adam Walder's Bank of America Merrill Lynch Experience June 2010 - December 2011
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Allianz Capital Partners   February 2012 - July 2015
Bank of America Merrill Lynch   June 2010 - December 2011

Education
Columbia University - Columbia Business School   2015 — 2017
Master of Business Administration (MBA)

Cornell University   2005 — 2009
Bachelor of Science (B.S.), Applied Economics and Management

Eric Chong Eric Chong San Francisco Bay Area Details
Eric Chong's Bank of America Merrill Lynch Experience July 2009 - October 2010
Job Finance, Android Partnerships
Industry Investment Banking
Experience
Google  April 2013 - Present
Lazard Freres & Co.   October 2010 - March 2013
Bank of America Merrill Lynch   July 2009 - October 2010

Skills
Financial Modeling, Bloomberg, Capital Markets, Valuation, Investment Banking, Equities, Private Equity, LBO, Hedge Funds, Corporate Finance, Fixed Income, Bloomberg Terminal, Capital IQ, Financial Analysis, Emerging Markets, VBA, Economics, Quantitative Analytics, Due Diligence

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2005 — 2009
BSc, Industrial Engineering, Operations Research

Chien Chern Khor Chien Chern Khor Greater New York City Area Details
Chien Chern Khor's Bank of America Merrill Lynch Experience September 2013 - Present
Job Bank of America / Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   September 2013 - Present
Bank of America Merrill Lynch   January 2010 - August 2013
Merrill Lynch  October 2006 - December 2009

Skills
Capital Markets, Equity Derivatives, C#, Test Driven Development, Agile Methodologies, Credit Derivatives, Investment Banking

Education
Columbia University - Columbia Business School   2011 — 2013
Executive Master of Business Administration (MBA)

Cornell University   2003 — 2005
Bachelor of Science (B.Sc.), Electrical and Computer Engineering

Colin Kennedy Colin Kennedy Greater New York City Area Details
Colin Kennedy's Bank of America Merrill Lynch Experience July 2013 - April 2014
Job Principal at Alder Hill Management LP
Industry Investment Management
Experience
Alder Hill Management LP   April 2014 - Present
Bank of America Merrill Lynch   July 2013 - April 2014
Davidson Kempner Capital Management  May 2012 - August 2012
FdG Associates  July 2007 - April 2012
Peter J. Solomon Company  July 2005 - June 2007

Skills
Value Investing, Distressed Debt, Special Situations, Private Equity, Valuation, Mergers & Acquisitions, Restructuring, Due Diligence

Education
Columbia Business School   2011 — 2013
MBA

Duke University   2001 — 2005
BA

The Roxbury Latin School

Tim McCue Tim McCue Greater New York City Area Details
Tim McCue's Bank of America Merrill Lynch Experience June 2008 - Present
Job Interest Rate Derivative Sales and Structuring Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2008 - Present
Bank of America Merrill Lynch   June 2007 - August 2007

Education
Chaminade High School

College of the Holy Cross

University of Oxford

Laura Heinrich Laura Heinrich Greater Denver Area Details
Laura Heinrich's Bank of America Merrill Lynch Experience July 2011 - Present
Job Contract Attorney at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch   July 2011 - Present
Light Kelly and Dawes   June 2009 - June 2011
White Bear Ankele PC   August 2008 - June 2009
Orten Cavanagh Richmond & Holmes   January 2007 - August 2008
Denver District Court  August 2005 - January 2007

Education
University of Colorado School of Law   2002 — 2005
J.D., Law

Colorado State University   1997 — 2001
Business, Marketing

Michael Costelloe Michael Costelloe New York, New York Details
Michael Costelloe's Bank of America Merrill Lynch Experience March 2015 - May 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Columbia Business School  August 2015 - Present
Bank of America Merrill Lynch   March 2015 - May 2015
US Navy  May 2012 - March 2015
Defense Intelligence Agency  June 2010 - June 2010
William Fry   July 2007 - July 2007

Education
Columbia University - Columbia Business School   2015 — 2017
Master of Business Administration (MBA)

United States Naval Academy   2008 — 2012
B.S., Quantitative Economics and French

The London School of Economics and Political Science (LSE)   2011 — 2011
Summer School, International Economics

Sandrine Foret-Geary Sandrine Foret-Geary New York, New York Details
Sandrine Foret-Geary's Bank of America Merrill Lynch Experience September 2013 - December 2014
Job Senior Legal Counsel at Natixis CIB Americas
Industry Investment Banking
Experience
Natixis CIB Americas  January 2015 - Present
Bank Of America Merrill Lynch   September 2013 - December 2014
UBS Investment Bank  September 2010 - August 2013
Societe Generale  December 2006 - September 2010
Richards Kibbe & Orbe LLP  January 2002 - December 2006
Jones Day  2001 - 2002
Landwell   May 2000 - 2001

Skills
Investment Banking, Corporate Law, Bankruptcy, Contract Negotiation, Negotiation, Derivatives, Hedge Funds, ISDA, Fixed Income Products, Interest Rate..., Commodities, Loan trading, Trade Claims, Fluent in English, Fluent in French, Fluent in German, Commodity, Loans, Fixed Income, Capital Markets, Risk Management, Structured Finance, Credit Derivatives, Financial Structuring, Trading, Securitization, Private Equity, Finance, Banking, Dodd-Frank, Investments, Prime Brokerage, Financial Services, Restructuring, Financial Risk, Structured Products, Securities, Securities Regulation

Education
Columbia Law School   2003 — 2005
Masters in Law, Law, business law, bankruptcy

Ecole du barreau de Paris (EFB)   2000 — 2001
Diplome d'Avocat, Law (Paris Bar Association)

Université Panthéon Assas (Paris II)   1999 — 2000
DESS droit des affaires et fiscalite, Masters in Business and Tax Law, High honors

Université Panthéon Assas (Paris II)   1994 — 1999
DEA Droit penal et sciences criminelles, PostGraduate Degree in Criminal law, High honors

Linda Chew, CFA Linda Chew, CFA San Francisco Bay Area Details
Linda Chew, CFA's Bank of America Merrill Lynch Experience July 2015 - Present
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
Cambridge Information Group  October 2014 - May 2015
Columbia Business School  September 2013 - May 2015
Deloitte LLP  2009 - 2013
US Small Business Administration  2008 - 2008

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

Queen's University   2005 — 2009
Bachelor of Commerce, First Class Honours

The Washington Center for Internships and Academic Seminars   2008 — 2008
NAFTA-Americas Leaders Program

Jay Marquis Jay Marquis Dallas, Texas Details
Jay Marquis's Bank of America Merrill Lynch Experience March 2010 - Present
Job Senior Vice President / Director
Industry Banking
Experience
Bank of America Merrill Lynch   March 2010 - Present
Bank of America  August 2007 - March 2010
Bank of America  January 2007 - August 2007
Bank of America  July 2004 - January 2007
Clemson Street Capital   December 2003 - July 2004
Skorburg Company  March 2003 - September 2003
Comerica Bank – Texas   August 2001 - March 2003
Comerica Bank – Texas   May 2000 - August 2001
Affordable Residential Communities (ARC)   March 1999 - April 2000
Affordable Residential Communities (ARC)   January 1998 - February 1999

Skills
Credit, Process Improvement, Loans, Strategic Planning, Finance, Financial Risk, Financial Monitoring, Financial Modeling, Financial Analysis, Strategic Financial..., Cash Flow Forecasting, Cash Management, Credit Risk, Credit Analysis, Lines Of Credit, Letters of Credit, Legal Documents, Contract Negotiation, Corporate Finance, Banking, Investment Banking, Portfolio Management, Commercial Lending, Restructuring, Executive Management, Commercial Banking, Due Diligence

Education
Colorado State University   1993 — 1997
Bachelor of Science (B.S.), Finance, General

Justin Lichty Justin Lichty Charleston, South Carolina Details
Justin Lichty's Bank of America Merrill Lynch Experience 2008 - 2010
Job Dealer Development Manager CASE Construction at CNH Industrial
Industry Machinery
Experience
CNH Industrial  June 2014 - Present
CNH Industrial  2010 - Present
Bank of America Merrill Lynch   2008 - 2010
Bank of America Merrill Lynch   2006 - 2008
KPAC Solutions (Private Equity)   March 2005 - August 2005
Terex (Distributor)   2002 - 2004
Terex  2002 - 2002

Skills
Mergers, Global Business..., Corporate Development, Private Equity, Investment Banking, Business Strategy, Joint Ventures, International Business..., Middle Market, Process Improvement, Global Marketing, Negotiation, Problem Solving, Acquisition Integration, Business Integration, Financial Analysis, Financial Modeling, Capital Markets, Cross-functional Team..., Strategic Planning, Competitive Analysis, Global Strategy..., Start-ups, Turnaround Experience, Divestitures, Change Management, Six Sigma, Acquistions, Working Abroad, Turn Around Management, Strategy, Integration Projects, Cross-border..., Mergers & Acquisitions, M&A execution, Analysis, Management, Global Management, Product Development, Contract Negotiation, Forecasting

Education
University of South Carolina - The Moore School of Business   2004 — 2006
Master of Business Administration (MBA)

College of Charleston   1999 — 2001
Bachelor of Science (BS)

Lynn Burgess Lynn Burgess Charleston, South Carolina Details
Lynn Burgess's Bank of America Merrill Lynch Experience 1998 - May 2013
Job Vice President, Manager Construction Loan Department at South State Bank
Industry Banking
Experience
South State Bank  January 2014 - Present
South State Bank  December 2012 - December 2013
Bank of America Merrill Lynch   1998 - May 2013

Skills
Credit, Portfolio Management, Banking, Loans, Commercial Lending, Investments, Series 7, Asset Management, Risk Management, Credit Risk, Credit Analysis, Financial Analysis, Underwriting, Mortgage Lending, Securities

Education
University of South Carolina - The Moore School of Business   1996 — 1998
Master of Business Administration (MBA), Finance and Opertions

College of Charleston   1989 — 1993
Bachelor of Science (B.S.), Fiinance

Arturo Alonso, CFA Arturo Alonso, CFA New York, New York Details
Arturo Alonso, CFA's Bank of America Merrill Lynch Experience July 2008 - July 2009
Job Managing Director, Emerging Markets at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group  August 2009 - Present
Bank of America Merrill Lynch   July 2008 - July 2009
Bank of America  August 2005 - July 2008

Education
Stanford University   2001 — 2005
Bachelor's degree

Columbia University - Fu Foundation School of Engineering and Applied Science   2006 — 2008

Scott Duffy Scott Duffy United States Details
Scott Duffy's Bank of America Merrill Lynch Experience January 2014 - Present
Job Head of Physical and Structured Crude & Products Trading at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   January 2014 - Present
Bank of America Merrill Lynch   August 2011 - December 2013
Bank of America Merrill Lynch   January 2010 - July 2011
Goldman Sachs  1995 - 2008

Skills
Commodity Markets, Derivatives, Hedge Funds, Options, Trading

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
Master of Business Administration (M.B.A.), Finance

College of the Holy Cross   1991 — 1995
Bachelor of Arts (B.A.), Economics

Edward Stanley Edward Stanley New York, New York Details
Edward Stanley's Bank of America Merrill Lynch Experience 2002 - Present
Job Chief Investment Officer, Corporate Finance; Executive Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2002 - Present
United States Marine Corps  1989 - Present
Columbia Business School  1998 - 2006
J.P. Morgan   1996 - 1999

Skills
Wealth Management, Equities, Investment Banking, Investments, Securities, Alternative Investments

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

Duke University
Bachelor's Degree, Accounting and Finance