Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
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Bank of America Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Bank of America Merrill Lynch September 2006 - Present
Goldman Sachs August 1990 - September 2006
Education
Columbia College (NY) 1986 — 1990
BA, Economics
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
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
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
Lion Fund Management 2011 - 2012
Bank of America Merrill Lynch 2009 - 2011
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
Bank of America Merrill Lynch
Skills
Low Latency, Market Data
Education
Columbia Engineering 1992 — 1996
B.S, Electrical Engineering
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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