Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Bank of America Merrill Lynch August 2013 - November 2014
Novus Partners October 2012 - August 2013
Goldman Sachs July 1998 - September 2012
Arthur Andersen July 1994 - December 1996
Skills
Hedge Funds, Relationship Management, People Management, Analytics, Business Development, Alternative Investments, Strategic Planning, Human Resources, Sales, Compensation, Project Management, Strategy, Business Strategy
Education
Columbia Business School 1997 — 1998
Master of Business Administration (MBA), Finance
University of Michigan 1990 — 1994
Bachelor of Arts (B.A.), Political Science
AQR Capital Management December 2014 - Present
Bank of America Merrill Lynch September 2012 - October 2014
Bank of America Merrill Lynch July 2010 - September 2012
Barclays Capital June 2009 - August 2009
Skills
Equities, Hedge Funds, Emerging Markets, Fixed Income, Trading, Investment Banking, Securitization, Financial Modeling, FX Options, Bloomberg, Interest Rate Swaps, Interest Rate..., Private Equity, Swaps, Currency, Rates, Entrepreneurship, Start-ups
Education
Columbia University in the City of New York 2006 — 2010
Horace Mann School
Dwell Real Estate Advisors August 2014 - Present
Bank of America Merrill Lynch August 2006 - May 2014
Sovereign Investment Company April 2004 - August 2006
Banc of America Securities August 2001 - March 2004
Newmark & Co. Real Estate July 1995 - April 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, finance, real estate
Stanford University 1991 — 1995
AB, History
Pura Vida Investments, LLC June 2015 - Present
Lion Fund Capital Managament LLC September 2014 - Present
Bank of America Merrill Lynch April 2015 - April 2015
Morgan Stanley July 2014 - August 2014
UC Davis June 2012 - July 2014
Traffic Safety Research February 2011 - December 2013
UC Davis June 2013 - September 2013
Garamendi for Congress August 2012 - November 2012
NPR July 2012 - August 2012
Skills
Data Analysis, Public Speaking, Research, Community Outreach, Microsoft Excel, Qualitative Research, Science, Editing, Social Media, Spanish, Program Evaluation, Analysis, Leadership, Investments, Matlab, Financial Analysis, Microsoft Office
Education
Columbia University in the City of New York 2014 — 2018
Bachelor of Arts (BA): Financial Economics; Minors: Psychology, Business Management
Davis Senior High School 2011 — 2014
High School, 4.63/4.00
Hess Corporation November 2014 - Present
Toys R Us August 2013 - November 2014
Toys R Us August 2012 - August 2013
Bank of America Merrill Lynch June 2011 - August 2011
Sony July 2007 - May 2010
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance
Waseda University 2005 — 2007
Bachelor of Arts (BA), International Liberal Studies
Fudan University 2003 — 2007
Bachelor of Arts (BA), Communication of Jounalism
J.P. Morgan July 2013 - Present
Bank of America Merrill Lynch August 2009 - December 2011
Alcatel-Lucent March 2001 - June 2007
Lockheed Martin August 1999 - March 2001
Skills
Series 7, Series 63, Interest Rate..., Market Risk, Fixed Income, Derivatives
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance and Economics
Indian Institute of Technology, Kharagpur
Bachelor of Science (B.S.), Physics
University of Virginia
Master of Science (MS), Engineering Physics
Pfizer September 2014 - Present
Pfizer June 2013 - August 2013
TESARO October 2011 - July 2012
Bank of America Merrill Lynch July 2011 - August 2011
Bank of America Merrill Lynch July 2010 - June 2011
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Marketing, Marketing Strategy, Forecasting, Business Development, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Finance, Investment Banking, Equity Capital Markets, Private Equity
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Lafayette College 2004 — 2008
Bachelor of Arts (BA), Economics & Business and French
Bank of America Merrill Lynch January 2013 - August 2015
Merrill Lynch January 2011 - January 2013
Merrill Lynch August 2008 - January 2011
Merrill Lynch May 2005 - August 2007
Skills
Alternative Investments, Capital Markets, Investments, Financial Services, Wealth Management, Structured Products, Bloomberg, Derivatives, Equities, Fixed Income, Hedge Funds, Loan Origination, Series 7, Asset Management, Financial Modeling, Financial Analysis, Securities, Mutual Funds, Finance, Management, Investment Strategies, Financial Markets, Valuation
Education
Columbia University in the City of New York 2015 — 2017
Master of Science (M.Sc.), Neuroscience and Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch June 2015 - August 2015
China Resources (Holdings) Co November 2011 - July 2014
Infineon Technologies September 2009 - September 2011
Roland Berger Strategy Consultants October 2008 - November 2008
Infosys Technologies Ltd August 2008 - September 2008
Skills
Business Strategy, Project Management, Financial Modeling, Mandarin, Chinese, Due Diligence, Valuation, Corporate Finance, Business Intelligence, Product Marketing, Market Research, Mergers & Acquisitions, Investments, Strategy, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, General
Tsinghua University 2005 — 2009
Bachelor of Engineering (BEng) and Bachelor of Economics, Electronic Engineering, Economics
Columbia Business School 2008 — 2008
Summer School, Accounting and Finance
Bank Of America Merrill Lynch July 2014 - Present
Columbia University Varsity Baseball August 2010 - June 2014
Columbia University Zeta Beta Tau Fraternity January 2012 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Columbia University Athletics September 2012 - May 2013
Level the Field October 2010 - May 2013
Tropical Smoothie Cafe April 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Event Planning, Facebook, Social Media Marketing, Public Speaking, Teamwork, Marketing, Financial Modeling
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Columbia University, Columbia College 2010 — 2014
Bachelor of Arts, Financial Economics
Samuel W. Wolfson High School Valedictorian 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
N/A June 2005 - June 2014
Merrill Lynch June 2013 - August 2013
Columbia University September 2010 - December 2012
New York Sport Times May 2012 - August 2012
Oakland Catholic High School September 2006 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Statistics, Mathematics, Writing, Technical Writing, Report Writing, Qualitative Research, Quantitative Research, Multi Tasking
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (BA), Economics - Political Science, Junior
Oakland Catholic High School 2006 — 2010
Bank of America Merrill Lynch June 2015 - August 2015
Intel Corporation December 2013 - June 2014
Skills
Java, Software Development, Python, JavaScript, SQL, Web Development, C++, C, Algorithm Design, Machine Learning, Ruby on Rails, MATLAB
Education
Columbia University in the City of New York 2014 — 2015
Computer Science, Master of Science (M.S.)
Shanghai Jiao Tong University 2010 — 2014
Information Technology, Bachelor of Science (B.S.)
iHeartMedia December 2014 - Present
Varick Media Management February 2014 - August 2014
Mommsen Global November 2013 - December 2013
PropThink October 2013 - December 2013
Greentech Media June 2013 - August 2013
Bank of America Merrill Lynch June 2011 - August 2011
Software Technologies Lab May 2009 - November 2009
Skills
Business Strategy, Economics, Corporate Finance, C++, Quantitative Analytics, Python, Django, Javascript, CSS, HTML, PostgreSQL, MySQL, PHP, Java, Valuation, Equity Research, Data Analysis, Research, VBA, Statistics, Financial Modeling, Microsoft Excel, Analysis, PowerPoint, R, Investment Banking, Bloomberg, Bloomberg Terminal, Financial Analysis, Analytics, Matlab, Investments, Access, jQuery, jQuery UI, JSON, Node.js, Amazon Web Services..., SVG, d3.js, Scala, Hadoop, Spark, Unix, JavaScript
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Operations Research
Virginia Tech 2008 — 2012
BS, Mathematics, GPA: 3.74/4.00, GPA over last 3 years: 3.94/4.00
Westfield Labs September 2014 - Present
cleanME inc July 2014 - Present
General Assembly December 2014 - Present
FanMouth September 2013 - August 2014
Spunk Labs January 2013 - September 2013
Seed It Project January 2012 - January 2013
Citigroup May 2010 - November 2011
Fizzburg Equity Partners LLC., July 2008 - August 2010
Credit Suisse May 2005 - July 2008
Bank of America Merrill Lynch September 2000 - January 2004
Skills
Start-ups, Entrepreneurship, Strategy, Ruby on Rails, Ruby, Competitive Analysis, Analytics, Leadership, Business Development, Business Strategy, Financial Modeling, Business Planning, Data Science, Mergers & Acquisitions, Software Development, Management
Education
Columbia University in the City of New York
Hacker School 2012 — 2012
Bank of America - Merrill Lynch June 2006 - September 2013
Merrill Lynch October 2005 - December 2005
AIMCO March 2004 - August 2005
Education
Columbia University in the City of New York
Master of Science (MS), Sustainability Management
Illinois Institute of Technology
Master of Science (MS), Finance / Financial Engineering
University of Bristol
BSc, (Joint Honors) Economics and Politics
Regions Business Capital December 2012 - Present
GE July 2010 - October 2012
GE Capital Markets November 2011 - June 2012
GE Capital March 2011 - October 2011
GE Capital July 2010 - February 2011
Bank of America Merrill Lynch October 2008 - June 2010
Bank of America Merrill Lynch July 2004 - September 2008
Skills
Capital Markets, Leveraged Finance, Global Business..., Corporate Finance, Cash Flow Lending, Treasury Management, Bloomberg Professional, Segmentation, Capital IQ, Underwriting, Structuring Deals, Strategic Leadership, Moody's KMV, Salesforce.com, Bridger Insight, Dun & Bradstreet..., Business Strategy, Digital Marketing, Debt Structuring, Fixed Income, Excel, Deal Structuring, Investment Banking, Wealth Management, Syndications, Electric Vehicles, Sales Process, Access, Risk Management, Loan Structuring, Marketing Strategy, Asset Based Lending, Leases, Cash Management, Microsoft Excel, Outlook, Financial Structuring, Financial Analysis, Bloomberg, Financial Modeling, Credit, Due Diligence, Credit Analysis, Banking, Finance, Strategy, Loans, Portfolio Management, Private Equity, Asset Management
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master's, International Economics & Finance
The George Washington University - School of Business
MBA, Finance & Investments
George Mason University
BS, Management
Morgan Stanley February 2013 - Present
Barclays August 2012 - February 2013
Merrill Lynch August 2011 - March 2012
Bank of America Merrill Lynch July 2009 - July 2011
New Providence Asset Management 2007 - 2008
Skills
Excel, Word, NextGen, PowerPoint, Stata, French, Bloomberg Terminal, Factset
Education
Columbia University - Graduate School of Journalism 2004 — 2011
Ph.D., Communications
McGill University
Bachelor of Arts (B.A.), Political Science and Government
Greenwich Country Day
Middlesex
PNC November 2013 - Present
Merrill Lynch 2010 - November 2013
Bank of America April 2003 - November 2013
Bank of America Merrill Lynch October 2011 - April 2012
Societe Generale April 1998 - April 2003
Mizuho Corporate Bank (when known as DKB) 1996 - 1998
King & Spalding 1994 - 1996
Sidley Austin 1988 - 1994
Skills
Banking, Capital Markets, Corporate Law, Credit, Financial Risk, Fixed Income, Investments, Structured Finance, Trading, Wealth Management, Loans, Private Equity
Education
Georgetown University Law Center 1985 — 1988
JD, Law
Columbia University in the City of New York 1981 — 1985
AB, Political Science
St. Albans 1976 — 1981
Meridian Partners June 2015 - August 2015
Bank of America Merrill Lynch November 2014 - December 2014
Rebellion Research June 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Forecasting, Microsoft Excel, Trend Analysis, Customer Service, Inventory Management, Retail, Economics, Investments, Valuation, Corporate Finance, Data Analysis, Equities
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (B.A.), Financial Economics-Statistics, 3.8
Morgan Stanley July 2014 - Present
Bank of America Merrill Lynch January 2015 - May 2015
Unbound Philanthropy June 2014 - August 2014
Naturelaw International Education LLC February 2012 - August 2013
Fross Zelnick Lehrman & Zissu May 2010 - February 2012
Skills
Financial Analysis, Cost Benefit Analysis, Policy Analysis, Decision Modeling, Financial Modeling, Capital Markets, Economics, Microsoft Excel, Stata, Research, Corporate Finance, Emerging Markets, Economic Development, International Relations, Qualitative Data..., Communications, Program Evaluation, Data Analysis, Microsoft Office
Education
Columbia University - School of International and Public Affairs 2013 — 2015
MPA, International Finance & Economic Policy
Smith College 2005 — 2009
BA, Government, Psychology
London School of Economics and Political Science 2007 — 2008
Political Science
Evercore Partners June 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Columbia University, Department of Public Safety November 2010 - May 2012
GE Aviation May 2011 - August 2011
Columbia Daily Spectator January 2011 - May 2011
isee systems July 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Microsoft Excel, Microsoft Office, Finance, Valuation, Analysis, Financial Analysis, PowerPoint, Research
Education
Columbia University in the City of New York 2010 — 2013
Bachelor of Arts (B.A.), Economics-Mathematics, Magna Cum Laude
Morgan Stanley July 2014 - Present
Bank of America Merrill Lynch August 2010 - July 2014
Columbia University September 2009 - August 2010
SearchAsia April 2009 - July 2009
Credit Suisse February 2007 - December 2008
Skills
Excel, Visual Basic, Bloomberg, Information Search, Presentation Development, Writing Skills, Structured Products, Derivatives, Swaps, Fixed Income, CMS, Inflation, Options, Rates, Interest Rate..., Financial Engineering, VBA, Valuation, Microsoft Excel
Education
Columbia University in the City of New York 2009 — 2010
Masters, Mathematical Finance
National University of Singapore 2002 — 2006
BEng, Electrical Engineering
Raffles Junior College 2000 — 2001
A Levels, Computing and Pure Science
JPMorgan Chase & Co. April 2015 - Present
MarketShare March 2014 - March 2015
Oliver Wyman July 2006 - February 2014
Bank of America Merrill Lynch June 2005 - August 2005
IBWJ, Inc 2004 - 2005
Skills
Strategy, Strategic Consulting, Risk Management, Financial Modeling, Business Strategy, Management Consulting, Analytics, Valuation, Start-ups, Market Research, Competitive Analysis, Due Diligence, Mergers & Acquisitions, Organizational Design, Strategic Planning, Corporate Finance, Segmentation, Corporate Development, Marketing Strategy, Digital Strategy, Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Direct Marketing, Marketing Management, Marketing Communications, Data Analysis, Statistical Modeling, Statistical Data..., Oral & Written..., Written & Oral..., Written & Verbal..., Project Management, Management, CRM, Microsoft CRM, ExactTarget, Process Improvement, Business Process..., Process Optimization, Excel models, Entrepreneurship, Emerging Markets, VBA, SAS
Education
Columbia University in the City of New York 2002 — 2006
BA, Economics
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Corporate Finance
Bank of America Merrill Lynch June 2015 - Present
Columbia University in the City of New York September 2014 - Present
NextGenVest November 2013 - November 2014
Raiseworks April 2014 - August 2014
Due West Education June 2013 - August 2013
HKEx May 2013 - May 2013
South China Morning Post July 2011 - July 2011
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's Degree, Political Science & Business Management
Deerfield Academy 2009 — 2012
High School Diploma
International School of Beijing 2004 — 2009
Chinese International School
Bank of America Merrill Lynch June 2015 - Present
PIMCO September 2014 - September 2014
Prysmian Group July 2014 - September 2014
Xilisoft July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Matlab, Stata, Thomson Reuters, VBA, Bloomberg, C++
Education
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Financial Egineering
Università Commerciale 'Luigi Bocconi' 2014 — 2016
Master’s Degree, Finance, GPA: 29.4/30.0
New York University - Leonard N. Stern School of Business 2014 — 2014
Exchange Program, GPA: 4.0/4.0
Università Commerciale 'Luigi Bocconi' 2011 — 2014
Bachelor’s Degree, Economics and Finance, Final Grade: 110/110 cum laude - Final GPA: 30/30
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Center for American Progress May 2013 - July 2013
Novo Nordisk A/S May 2012 - August 2012
U.S. House of Representatives July 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Writing, Photoshop, Government, Leadership, Community Outreach, Editing, Public Policy, Policy, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
B.A., Economics-Political Science
Brookings High School 2007 — 2011
High School
Bank of America Merrill Lynch July 2012 - July 2015
Industrial Engineering and Operations Research Department, Columbia University September 2011 - May 2012
The Behavioral Research Lab at Columbia Business School September 2010 - May 2011
Endeavor Global May 2010 - July 2010
Skills
Microsoft Office, Matlab, SQL, Java, Korean
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Columbia University in the City of New York 2008 — 2012
Bachelor of Science (BS), Operations Research, Minor in Economics
Kinnelon High School
Mitsubishi UFJ Financial Group, Inc. May 2013 - Present
Hess Corporation June 2012 - August 2012
Bank of America Merrill Lynch July 2009 - June 2011
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs (MIA), International Energy Management and Policy
Wake Forest University 2004 — 2008
B.S., Finance, Spanish
Bank of America Merrill Lynch November 2014 - Present
Goldman Sachs June 2011 - March 2014
ING May 2010 - August 2010
Asociacion Nacional de Instituciones Financieras ANIF October 2006 - July 2009
Center for Studies in Economic Development (CEDE) April 2005 - October 2006
Skills
Capital Markets, Economics, Emerging Markets, Equities, Financial Modeling, Investment Banking, Macroeconomics, Latin America, Valuation, Econometrics, Fixed Income, Quantitative Analytics, Corporate Finance, Analysis, Finance, Portfolio Management
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master's, Economic Policy and International Finance
Universidad de Los Andes 2005 — 2006
Master in Economics, Economics
Universidad de Los Andes 2000 — 2005
Economist
Anglo Colombian School
TBA December 2013 - Present
Bank of America Merrill Lynch February 2012 - December 2013
Merrill Lynch September 2008 - March 2012
U.S. Army May 2000 - May 2006
Skills
Military, Organizational..., Valuation, Financial Modeling, Risk Management
Education
Columbia University in the City of New York 2014 — 2016
Master of Fine Arts (MFA), Creative Writing - Fiction
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Investment Finance and Financial Statement Analysis
United States Military Academy at West Point 1996 — 2000
BS, Systems Engineeering
Bank of America Merrill Lynch 2014 - Present
Credit Suisse 2011 - 2014
Credit Suisse June 2010 - August 2010
BMO Capital Markets 2007 - 2009
UBS Investment Bank 2005 - 2007
Travelers May 2004 - August 2004
Skills
Financial Modeling, Valuation, Leveraged Finance, Equities, Private Equity, Mergers
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Seward Park HS 1999 — 2001
Bi Le High School 1997 — 1999
Bank of America Merrill Lynch September 2015 - Present
Credit Suisse January 2015 - September 2015
Credit Suisse February 2010 - December 2014
Credit Suisse August 2008 - February 2010
UBS Global Asset Management September 2007 - July 2008
delivery.com January 2007 - September 2007
Pfizer Health Solutions August 2006 - January 2007
Countrywide January 2006 - August 2006
Ameriquest Mortgage June 2004 - January 2006
Digital Electronic Machines, Inc May 2003 - May 2004
Skills
SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Vendor Management, SQL, Risk Management, Software Project..., VBA, Fixed Income, Software Development, Integration, Agile Methodologies, Business Intelligence, Project Management, Atlassian JIRA, Business Process, Requirements Gathering, User Acceptance Testing
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Missouri-Kansas City 2001 — 2003
M.S, Electrical Engineering
Nagpur University 1996 — 2000
B.E, Electronics & Telecommunication
Arena Investors, LLC 2012 - Present
Bank of America Merrill Lynch May 2006 - June 2012
Citi May 2001 - April 2006
Skills
Asset-backed..., Asset Based Lending, Asset Based Finance, Financial Engineering, Financial Structuring, Special Situations, Principal Finance, Finance
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance Concentration
Rensselaer Polytechnic Institute
BS, Management
Bank of America Merrill Lynch June 2015 - August 2015
Bank of Canada June 2013 - June 2014
TD Securities August 2012 - January 2013
TD January 2012 - May 2012
Central 1 Credit Union April 2011 - September 2011
Hydro One September 2010 - December 2010
Skills
Bloomberg, Fixed Income, Derivatives, Financial Analysis, Financial Modeling, Financial Markets, Valuation, VBA, Capital Markets, Equities, Credit Risk, Economics, Quantitative Finance, Quantitative Analytics, Econometrics
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Financial Engineering
University of Waterloo 2008 — 2013
Bachelor of Mathematics
Columbia University September 2008 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Commodity Futures Trading Commission April 2011 - May 2012
Westpac Bank December 2007 - August 2008
Kiwiplan 2006 - 2007
Skills
R, Quantitative Finance, SAS, Matlab, Statistics, C++, Algorithms, Optimization, Econometrics, LaTeX
Education
Columbia University in the City of New York 2008 — 2013
Doctor of Philosophy (PhD), Statistics
University of Auckland 2003 — 2007
Bachelor of Science (BSc), Statistics, Computer Science, Mathematics
St Leonard's Primary School
Dig Inn Seasonal Market 2014 - Present
Columbia University January 2012 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Harvest Krane October 2012 - December 2012
Nike Tennis Camps June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Data Analysis, Python, Facebook, Recruiting, Team Leadership
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.) Candidate
Acton-Boxborough Regional High School 2007 — 2011
Bank of America Merrill Lynch December 2014 - Present
GE Capital July 2012 - November 2014
Metalmark Capital July 2008 - July 2010
Lehman Brothers July 2006 - July 2008
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Private Equity, Financial Services, LBO, Due Diligence, Mergers, Financial Analysis, Project Finance, Equity Valuation, Finance, Risk Management, Capital Markets, Emerging Markets
Education
The Wharton School, University of Pennsylvania 2010 — 2012
MBA, Management
Columbia University in the City of New York 2002 — 2006
BA, Economics - Political Science
Bank of America Merrill Lynch October 2014 - Present
Société Générale, Corporate and Investment bank March 2014 - October 2014
US Securities and Exchange Commission June 2013 - August 2013
Morgan Stanley July 2011 - August 2011
Skills
Quantitative Finance, Valuation, Investment Banking, Microsoft Excel, VBA, Excel Pivot, Matlab, Financial Modeling, Bloomberg, Data Analysis, Quantitative Analytics, Options, Due Diligence, Competitive Analysis, Corporate Finance, Risk Management, Investments, Derivatives, Financial Analysis, Portfolio Management, SQL, Microsoft SQL Server, Fixed Income, Python, Financial Statement...
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MSc), Operations Research
Zhejiang University 2008 — 2012
Bachelor of Science (BS), Finance, General
Education Start-Up 2013 - Present
Everlasting Footprint 2013 - Present
Nomura Securities 2011 - 2011
Bank of America Merrill Lynch 2005 - 2010
CSFB 2003 - 2005
Merrill Lynch June 2002 - August 2002
Skills
Valuation, Investment Banking, Equities, Capital Markets, Mergers & Acquisitions, LBO, IPO, Corporate Development, Investments, Private Placements, Due Diligence, Finance, DCF Valuation, Start-ups, Entrepreneurship, Higher Education
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (B.A.), Economics
Notre Dame Academy 1995 — 1999
Bank of America Merrill Lynch July 2014 - Present
Moore Capital Management December 2013 - June 2014
Merrill Lynch June 2013 - August 2013
Moore Capital Management May 2012 - May 2013
USA Hockey November 2004 - November 2012
Lawline.com January 2012 - April 2012
Columbia Student Calling Center April 2011 - January 2012
Congressman Eliot Engel June 2009 - August 2010
Skills
Equities, Microsoft Excel, Microsoft Office, Public Speaking, Valuation, Bloomberg, Stata, Investments, Bloomberg Terminal, Options, Equity Derivatives, Product Structuring
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's Degree, Financial Economics & Political Science; Comparative Government
Clarkstown South 2006 — 2010
TD Ameritrade June 2012 - Present
Affusion, Inc. May 2010 - January 2012
Bank of America Merrill Lynch June 2000 - April 2010
Financial Sciences Corporation November 1990 - June 2000
Skills
Business Analysis, Vendor Management, Compliance, Program Management, Requirements Analysis, Management, Databases, Project Management, Analysis, Enterprise Software, IT Strategy, Risk Management
Education
New York University
Computer and Information Sciences
Columbia University - School of International and Public Affairs
Political Science
United States Navy
Engineroom Supervisor - Main Propulsion
Morgan Stanley June 2015 - August 2015
Guanghua School of Management, Peking University June 2014 - May 2015
CICC September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Bain & Company July 2013 - October 2013
Morgan Stanley July 2013 - August 2013
Deutsche Bank July 2013 - July 2013
Industrial and Commercial Bank of China January 2013 - March 2013
Skills
Equity Research, Bloomberg, Wind, Financial Modeling, Financial Analysis, Microsoft Office, SAS, Mandarin, English, Data Analysis, Research, Python, Matlab, Statistics, C++
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (MS), Financial Engineering
Peking University 2011 — 2015
Bachelor of Arts (BA), Finance, Guanghua School of Management
USC Marshall School of Business 2014 — 2014
Exchange Student
RBC Capital Markets June 2015 - Present
Columbia University in the City of New York August 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
Bank of America Merrill Lynch May 2010 - July 2010
Austin EcoNetwork August 2009 - December 2009
Standard & Poor's August 2008 - December 2008
Skills
Equities, Java, Capital Markets, Risk Management, Fixed Income, Derivatives, VBA, Python, C++, R, Financial Analysis, Microsoft Excel, Equity Derivatives, SQL, Software Development, Microsoft Office, Agile Methodologies, Trading Systems, Market Data, Electronic Trading, C, C#, ASP.NET MVC, Oracle SQL Developer, Spring Framework, Scrum, PnL, Stochastic Modeling, Stochastic Processes, Black-Scholes, Optimization, Finance, Market Risk, Financial Markets, Algorithms, Unix, Programming, Unit Testing, Integration Testing, Multithreading, Linear Programming, Software Documentation, Stochastic Calculus, Market Microstructure, Portfolio Optimization, Time Series Analysis, Statistical Data..., Business Analytics, FX Derivatives, Interest Rate...
Education
Columbia University in the City of New York 2014 — 2015
Master’s Degree, Operations Research with Financial Concentration, 3.84
National University of Singapore 2007 — 2011
Bachelor's Degree, Computing, Information Systems
The University of Texas at Austin 2009 — 2009
McCombs School of Business, Exchange Program
Hangzhou Foreign Language School 2000 — 2006
Bank of America Merrill Lynch October 2007 - July 2011
Lehman Brothers June 2004 - September 2005
Keefe, Bruyette & Woods February 2002 - June 2004
Morgan Stanley March 2001 - February 2002
WR Hambrecht + Co March 2000 - March 2001
Goldman Sachs July 1999 - March 2000
Skills
Equity Research, Hedge Funds, Investment Banking, Investment Research, Valuation, Financial Modeling, Equity Valuation, Securities, Equities, Bloomberg, Financial Services, Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Sweetwater Holdings July 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
MHT Partners July 2008 - August 2009
Bear Stearns June 2006 - July 2008
Bank of America June 2004 - June 2006
Applied Materials June 2001 - June 2003
US Army June 1996 - June 2001
Skills
Business Development, Investment Banking, Valuation, Mergers, Financial Modeling, Corporate Finance, Mergers, Private Equity, Management, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
United States Military Academy at West Point 1992 — 1996
BS, Discrete Mathematics
Quartz Hill High School 1988 — 1992
United Nations Capital Development Fund (UNCDF) June 2015 - August 2015
Bank of America Merrill Lynch September 2011 - August 2014
Bank of America Merrill Lynch June 2010 - August 2010
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master of International Affairs, Economic and Political Development
Sciences Po 2014 — 2016
Master of International Affairs, International Development
University of Oxford 2008 — 2011
Bachelor of Arts (B.A.), Philosophy, Politics and Economics, First Class
City of London School for Girls 2001 — 2008
High School, High School/Secondary Diplomas and Certificates
Bank of America Merrill Lynch June 2015 - August 2015
Eckerd College January 2012 - May 2014
Margarita Realtors June 2012 - August 2012
Radioelectric Venezuela June 2011 - August 2011
Skills
Financial Statement..., Accounting, Finance, Economics, Microsoft Office, International Business, Market Research, Financial Forecasting, Social Media, Java, Company Valuation, Teamwork, Interpersonal Skills, Microsoft Excel
Education
Columbia University in the City of New York 2014 — 2016
Bachelor of Science (B.Sc.), Management Systems Engineering
Eckerd College 2011 — 2014
Bachelor of Arts (B.A.), International Business
Universidad Alfonso X El Sabio 2013 — 2013
Study Abroad, International Business
Capula Investment Management LLP August 2014 - October 2014
Bank of America Merrill Lynch June 2014 - August 2014
Columbia University in the City of New York September 2009 - August 2013
The Chinese University of Hong Kong August 2010 - August 2010
Columbia University in the City of New York February 2009 - May 2009
Skills
Statistics, Financial Engineering, Mathematical Modeling, Statistical Modeling, Matlab, Programming, R, Time Series Analysis, Stochastic Processes, Fixed Income, Quantitative Finance, Python
Education
Columbia University in the City of New York 2010 — 2015
Ph.D., Operations Research / Financial Engineering
Columbia University in the City of New York
M.A., Statistics, 4.0/4.0
Tsinghua University
B.S, Biological Sciences & Biotechnology
J.P. Morgan April 2013 - Present
Cantor Fitzgerald November 2011 - September 2012
Bank of America Merrill Lynch April 2006 - June 2011
Goldman Sachs February 1997 - April 2006
Bankers Trust Company June 1995 - February 1997
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Finance, Equities, Equity Derivatives, Fixed Income, Swaps, Bloomberg, Trading Systems, Options, Financial Markets, Securities, Finance, Financial Services, Investment Management, Emerging Markets, Capital Markets, Investment Banking
Education
Columbia Business School 1994 — 1995
MBA, Finance
Dartmouth College 1984 — 1988
BA, History
GE Capital August 2015 - Present
GE Capital September 2014 - July 2015
NYU Entrepreneurs Festival October 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Bank of America Merrill Lynch February 2012 - May 2012
Education
New York University 2010 — 2014
Bachelor’s Degree, Economics & Business Studies
Columbia University in the City of New York 2010 — 2010
Summer Course, Behavioral Economics
Jakarta International School
High School Diploma
Bank of America - Merrill Lynch August 1999 - April 2014
Merrill Lynch August 1999 - December 2008
NIIT 1995 - 1998
Skills
Software Project..., Architecture, SDLC, .NET, Software Development, Agile Methodologies, Architectures, Business Analysis, Business Intelligence, Business Process, Enterprise Architecture, IT Strategy, Integration, Leadership, Management, Requirements Analysis, SOA, Software Design
Education
Columbia University in the City of New York 2008 — 2009
EMTM, Exec Masters in Technology Management
University of Madras 1990 — 1993
Bachelor's, Mathematics (Vivekananda College)
Mizuho Bank August 2015 - Present
Bank of America Merrill Lynch July 2013 - August 2015
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Bloomberg, Equities, Valuation, PowerPoint, Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Data Analysis, Public Speaking, Capital Markets, Finance, Research
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics
TripleTree June 2015 - Present
Lime Connect 2013 - Present
Swellbox 2014 - 2015
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch August 2009 - July 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 2005 — 2009
BA, Economics
Saint Thomas Academy
Bank of America Merrill Lynch September 2012 - Present
Bank of America Merrill Lynch June 2010 - August 2012
SIFMA 2007 - 2008
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2001 — 2004
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch August 2015 - Present
Management Leadership for Tomorrow June 2013 - Present
Columbia Business School February 2013 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Securitas Security Services USA, Inc. January 2011 - December 2012
Skills
PowerPoint, Leadership, Teamwork, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Outlook, Research, Economics, Customer Service, Administrative..., Public Speaking, Budgets, Analysis, Social Media, Accounting, Financial Analysis, Training, Spanish, Nonprofits, Policy, Security, Financial Planning, Editing, Troubleshooting, Financial Modeling, Valuation
Education
Columbia University in the City of New York 2013 — 2015
Bachelor of Arts (B.A.), Financial Economics
Open Door 2014 — 2014
Valuation and Financial Modeling 101, Finance
Open Door 2014 — 2014
Financial Modeling Valuation
Essex County College 2011 — 2012
Associate of Science (A.S.), Social Sciences, A
Obafemi Awolowo University 2007 — 2009
Bachelor of Science (B.Sc.), Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Landmark Ventures June 2013 - August 2013
HSBC May 2012 - July 2012
Korea Polytechnic University June 2008 - June 2011
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics
St. Mark's School 2007 — 2011
High School
Columbia University in the City of New York September 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Education
Columbia University in the City of New York 2011 — 2015
Bachelor's Degree, Economics
Amador Valley High School 2007 — 2011
Bank of America Merrill Lynch January 2015 - May 2015
Columbia University in the City of New York September 2014 - May 2015
Citi - Securities and Fund Services (SFS) July 2014 - September 2014
World Health Organization - Lifting the Burden Initiative September 2012 - August 2013
Herald Magazine - Dawn Group of Newspapers March 2013 - May 2013
Interactive Research & Development August 2012 - February 2013
Engro Polymer & Chemicals Ltd April 2011 - May 2011
Interactive Research & Development February 2011 - March 2011
McGill University August 2009 - December 2009
McGill University June 2009 - October 2009
Skills
SQL, Tableau, R, Stata, VBA, Crystal Ball, Corporate Finance, Accounting, Microsoft Excel, Econometrics, Data Analysis, SPSS, Financial Analysis, Research, Qualitative Research, Statistics, Economics, Market Research, Regression Analysis, Forecasting, Microsoft Word, Quantitative Research, Report Writing, Teamwork, Quantitative Analytics, Analysis, Financial Accounting, Financial Modeling, Bloomberg Terminal, Policy Analysis, Microsoft Office, Visio, Predictive Analytics, JavaScript, Python, Hadoop
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA)
McGill University 2006 — 2010
BSc
Karachi Grammar School 2002 — 2006
GCE O and A Levels
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
Bank of America Merrill Lynch September 2011 - December 2011
Skills
Bloomberg Terminal, Financial Modeling, Equities, Bloomberg, Valuation, Fixed Income
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jefferies 2014 - Present
Macquarie Bank 2009 - 2014
Bank of America Merrill Lynch 2008 - 2009
Bear Stearns 2006 - 2008
Oracle Corporation 2005 - 2006
Novell, Inc. 2002 - 2005
Education
Columbia University
BA, Computer Science, Pre-Medicine
Booz & Company 2012 - Present
Alerce Advisors LLC September 2010 - March 2011
Bank of America Merrill Lynch 2011 - 2011
Viking Investments June 2010 - August 2010
Education
Columbia University in the City of New York 2008 — 2012
B.A., Economics-Political Science
A.T. Farren & Co., Inc. May 2008 - Present
Citi Group November 2010 - September 2013
Bank of America Merrill Lynch May 1997 - April 2008
Ernst & Young Consulting 1992 - 1997
Nolan, Norton & Co. 1991 - 1993
Morgan Stanley 1981 - 1991
Drexel Burnham Lambert 1984 - 1986
Skills
Equities, Trading Systems, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Prime Brokerage, Asset Management, Derivatives, Portfolio Management, FINRA, Securities, Electronic Trading, Asset Managment, Trading, Financial Services, Wealth Management, Banking, Private Equity, Risk Management, Back Office, KYC, Operational Risk..., Corporate Finance, Basel II, Strategic Financial..., Financial Regulation, Securities Regulation, Financial Analysis, Market Risk, Investment Management, Operational Risk, Mutual Funds, Private Banking, Financial Risk, Program Management, Project Management, Process Improvement, Key Performance..., Cloud Computing, Expense Management, Vendor Management, Strategic Planning, IT Strategy, Management Consulting, Business Strategy, Credit Derivatives
Education
Columbia University in the City of New York 1977 — 1981
Bachelor's degree
Bank of America Merrill Lynch September 2007 - Present
Glencoe Capital LLC July 2003 - August 2007
FMC Corporation January 2002 - December 2002
Merrill Lynch & Co January 2000 - December 2001
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Columbia University in the City of New York 1996 — 2000
BA, Economics
Clayton Dubilier & Rice August 2013 - Present
Morgan Stanley June 2011 - July 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, Due Diligence, Corporate Finance, LBO, Investment Banking, Private Equity, Valuation, Venture Capital, Research, Capital Markets, Bloomberg, Investments, Financial Analysis
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (BS), Operations Research: Financial Engineering; Minors in Economics and Computer Science
IBM June 2015 - Present
Bank of America/US Trust May 2014 - June 2015
Bank of America Merrill Lynch September 2003 - May 2014
Econovo September 2000 - September 2003
Consultant - Software Development January 1999 - August 2000
Amiable Technologies September 1996 - December 1998
Macpell Fashion Industries/Mast Industries January 1988 - September 1993
Skills
SDLC, Enterprise Architecture, Project Portfolio..., Business Analysis, IT Strategy, Data Warehousing, Business Intelligence, Vendor Management, SOA, Financial Services, Business Process..., Business Requirements, Requirements Gathering, IT Management, Software Project..., PMO, Visio, PMP, Integration, Solution Architecture, Requirements Analysis, Oracle, Governance, ETL, Agile Methodologies, SharePoint, Data Modeling, Disaster Recovery, Software Development
Education
Columbia University in the City of New York 1985 — 1987
Bachelor of Science (BS), Computer Science
Cornell University 1981 — 1983
U.S. Trust April 2014 - Present
Bank of America Merrill Lynch July 2013 - April 2014
Bank of America Merrill Lynch July 2011 - July 2013
Thomson Reuters June 2010 - August 2010
Octavian Advisors October 2009 - May 2010
InterExchange July 2009 - August 2009
Hillary Rodham Clinton’s Senate Office May 2008 - July 2008
Skills
Bloomberg, Fixed Income, Derivatives, Financial Analysis, Data Analysis, Microsoft Excel, Writing, Economics, Analytics, Risk Management, PowerPoint, Project Management, Research, Volunteering, Public Speaking, Hedge Funds, Portfolio Management
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics, Political Science
Stuyvesant High School 2003 — 2007
Bank of America Merrill Lynch 2010 - Present
D. E. Shaw & Co. 2006 - 2010
Columbia University 1999 - 2006
Skills
Start-ups, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Modeling, Trading Systems, Risk Management, Investment Banking
Education
Columbia University in the City of New York
Ph. D., Mechanical Engineering
Columbia University in the City of New York
M.S., Computer Science
Tsinghua University
M.S., Mechanical Engineering
Huazhong University of Science and Technology
B.S., Mechanical Engineering
Independent Consulting August 2013 - Present
Bank of America Merrill Lynch May 2010 - August 2013
UBS August 2007 - December 2008
Independent Consulting June 2004 - June 2006
Citigroup Global Markets May 2003 - June 2004
Citigroup Global Markets July 2001 - May 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Real Estate, Mergers & Acquisitions, Real Estate Financing, Capital Markets, Valuation, DCF, LBO, IPO, Recapitalizations, Financial Forecasting, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Due Diligence, Finance, Bloomberg, Argus Modeling, Microsoft Excel, PowerPoint
Education
Columbia University in the City of New York 2005 — 2007
Master of International Affairs
New York University - Leonard N. Stern School of Business 1997 — 2001
BS
Oaktree Capital Management August 2013 - Present
KKR August 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2011
Barclays Capital June 2009 - August 2009
Lehman Brothers June 2004 - June 2008
Skills
Program Management, Performance Management, Onboarding, Recruiting, Organizational..., Project Management, Talent Acquisition
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Columbia University in the City of New York 2000 — 2004
BA
Omega Advisors March 2013 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Roubini Global Economics March 2011 - February 2012
Dow Jones Newswires and Wall Street Journal October 2007 - March 2010
Skills
Emerging Markets, Economics, Bloomberg Terminal, Research, Hedge Funds, Economic Research, Financial Markets, Macroeconomics, Mandarin, Policy Analysis, Writing
Education
Columbia University in the City of New York 2010 — 2012
Masters, International Finance and Economic Policy
Santa Clara University 2000 — 2004
Bachelors, English literature
Bank of America Merrill Lynch March 2015 - Present
I&M Bank 2012 - July 2015
Kotak Mahindra Bank June 2010 - August 2010
International Finance Corporation June 2009 - August 2009
Brahman Capital 2007 - 2008
Citigroup, Citi Analytics-Capital January 2005 - April 2007
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Fixed Income, Financial Analysis, Due Diligence, Trading, Analysis, Finance, Investments, Corporate Finance, Strategy, Credit, Economics, Emerging Markets
Education
Columbia University in the City of New York 2009 — 2011
MSc, Finance
Lawrence University 2000 — 2004
B.A., Economics, Mathematics
Investment Banking Institute
GMP Securities April 2014 - Present
Canaccord Genuity Inc. January 2013 - Present
Bank of America Merrill Lynch 2010 - Present
Rodman & Renshaw 2009 - 2010
Banc of America Securities 2007 - 2008
Booz Allen Hamilton May 2006 - July 2006
Baker Hughes 2002 - 2005
Schlumberger 2000 - 2002
Skills
Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Energy, Equities, Equity Research, Analysis
Education
Columbia University - Columbia Business School
MBA, Finance
Indian Institute of Technology, Bombay
B.Tech, Metallurgy Engg. & Material Sciences
Stewart School
Bank of America Merrill Lynch August 2014 - Present
AGI Partners, LLC March 2014 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Allergan April 2011 - July 2012
Medtronic Vascular October 2007 - September 2009
Ilypsa, Inc August 2006 - August 2007
Skills
Financial Modeling, Strategy, Valuation, Financial Analysis, Business Strategy, Research, Data Analysis, Due Diligence, Corporate Finance, Biotechnology
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Naterra International 2015 - Present
Bank of America Merrill Lynch 2014 - 2015
Oliver Wyman 2007 - 2012
Farmers Insurance 2006 - 2007
Education
Columbia University - Columbia Business School 2013 — 2014
MBA, Corporate Finance
Cornell University 2002 — 2006
BA, Economics
Bank of America Merrill Lynch August 2013 - Present
Nomura January 2010 - July 2013
Federal Reserve Bank of New York March 2009 - January 2010
JPMorgan February 2007 - February 2009
World Bank March 2005 - December 2005
US Peace Corps January 2001 - April 2003
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2004 — 2006
MA, International Economics/Politics
University of Washington 1995 — 2000
BS, Construction Management
Bank of America Merrill Lynch August 2014 - Present
Morgan Stanley March 2012 - July 2014
Goldman Sachs & Co June 2004 - February 2012
Financial Sciences Corporation 1997 - 2004
Skills
Trading Systems, Sybase, Fixed Income, Derivatives, Electronic Trading, Market Data, Capital Markets, Agile Methodologies, Spring, Java, Investment Banking, SQL
Education
Columbia University in the City of New York 2000 — 2004
M.S., Computer Science
Oklahoma School of Science and Mathematics 1991 — 1993
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch September 2008 - 2009
Merrill Lynch June 2007 - August 2007
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Fordham University
BA, summa cum laude
Bank of America Merrill Lynch 2008 - 2013
Citi 2005 - 2007
Salomon Smith Barney/Citigroup 2000 - 2005
Skills
Financial Modeling, Equity Research, Financial Analysis, Investor Relations, Investments, Strategic Communications, Fixed Income, Bloomberg, Equities, New Business Development, Relationship Development, Equity Valuation, Writing Skills, Report Writing, Series 7, Leadership, Non-profit Leadership, Alternative Investments, Wealth Management..., Investment Banking, Strategic Planning, Communications Strategy, Investor Reporting, Investor Presentations, Cross Selling, Board Leadership, Youth Mentoring, Non-profit Program..., Non-profit Director
Education
Columbia University in the City of New York
Master's Degree, MSc
James Madison University
Bachelor's Degree, BBA
Bank of America Merrill Lynch January 2010 - Present
Ramius Capital Group September 2007 - November 2009
DB Zwirn & Co September 2004 - April 2007
Ramius Capital Group February 2001 - August 2004
The Chase Manhattan Bank June 1997 - January 2001
Skills
Equities, Investments, Portfolio Management, Hedge Funds, Strategy, Banking, Credit, Equity Derivatives, Bonds, Management, Loans, Special Situations, Alternative Investments, Capital Markets, Fixed Income, Investment Banking, Hedging, Private Equity, Valuation, Capital
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Lehigh University 1992 — 1997
Bachelor of Science (BS), Finance
Morgan Stanley July 2010 - Present
Morgan Stanley May 2008 - June 2010
Merrill Lynch 2006 - 2008
Bank of America Merrill Lynch 2006 - 2008
Skills
Equity Research, Equities, Investment Strategies, Industry Analysis, Competitive Analysis, Research, Strategic Planning
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science (B.S.)
Citi September 2015 - Present
Citi August 2013 - August 2015
Morgan Stanley July 2011 - August 2013
Susquehanna International Group March 2009 - July 2011
BANK OF AMERICA MERRILL LYNCH April 2005 - February 2009
Merrill Lynch December 2003 - April 2005
CLEARBRIDGE ADVISORS (fmr. SMITH BARNEY ASSET MGMT) December 1999 - November 2003
Skills
Valuation, Equities, Equity Research, Investments, Financial Analysis, Options, DCF, Trading, Mutual Funds, Analysis, Bloomberg, Financial Modeling, Capital Markets, Financial Services, Fixed Income, Investment Banking, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Executive Program
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 1999 — 2003
BBA, Finance and Investments, 2003
Madison Paige Capital LLC February 2015 - Present
Bank of America Merrill Lynch August 2003 - September 2014
Skills
Residential Mortgages, MBS, Reverse Mortgages, Mortgage Banking, Financial Modeling, Fixed Income, Securitization, Trading, Equities, Portfolio Management, Asset Management
Education
Columbia University in the City of New York 1999 — 2003
BA, Architecture, Computer Science
Bank of America Merrill Lynch September 2014 - Present
Citigroup August 2001 - Present
PricewaterhouseCoopers August 1992 - December 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Michigan 1988 — 1992
Bloomberg June 2011 - Present
Columbia University January 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Endicott Interconnect Technologies, Inc. May 2009 - August 2009
Endicott Interconnect Technologies, Inc. June 2008 - August 2008
Education
Columbia University in the City of New York 2007 — 2011
B.S., Computer Engineering
Vestal Senior High School 2007 — 2011
Bank of America Merrill Lynch July 2007 - Present
Banco Santander September 2006 - July 2007
Sequoian SCV March 2004 - August 2006
Standard Chartered Bank Venezuela July 2000 - July 2001
ABN AMRO Bank Venezuela March 1996 - July 2000
Skills
Corporate Finance, Banking, Structured Finance, Investments, Capital Markets, Portfolio Management, Commercial Banking, Financial Risk, Business Planning, Fixed Income, Credit Analysis, Financial Analysis, Financial Modeling, Investment Banking, Credit Risk, Business Analysis, Financial Structuring, Treasury Management, Credit, Derivatives, Valuation, Emerging Markets, Risk Management, Finance, Equities
Education
Columbia University - School of International and Public Affairs 2001 — 2003
Master, International Finance and Business
IESA 1993 — 1995
MBA, Finance
Universidad Metropolitana (VE) 1986 — 1991
BBA, Finance & Banking
Colegio Emil Friedman
Bank of America Merrill Lynch January 2013 - Present
Bank of America November 2002 - December 2012
JPMorgan Chase July 2000 - November 2002
Systems Task Group 2000 - 2002
Skills
ETRM, CTRM, Perl, Java, Endur, Openlink, Commodity, Trading, Electronic Trading, Energy, Commodity Markets, AVS, Trading Systems, Risk Management, FX Options, Options, Derivatives, Management, Business Analysis, Capital Markets
Education
Columbia University in the City of New York 2003 — 2005
M.S
NCST 1995 — 1997
Post Graduate Diploma
Vivekanand Education Society's Polytechnic 1990 — 1993
Engineering Diploma
Bank of America Merrill Lynch July 2015 - Present
Bank of America February 2015 - July 2015
Bank of America August 2013 - January 2015
Bank of America June 2011 - July 2013
GENPACT (formerly GE Capital International Services) November 2009 - August 2010
Modelytics March 2009 - November 2009
Modelytics July 2007 - February 2009
Sterling Commerce an AT&T company (now part of IBM) July 2006 - June 2007
Skills
Java, SAS, R, Matlab, Quantitative Finance, VBA, Python, C#, Statistics, Credit Risk, Java Enterprise Edition, Software Development, Predictive Modeling, Financial Modeling, Analytics, Quantitative Analytics, Risk Management
Education
Columbia University in the City of New York 2010 — 2011
Master in Mathematics of Finance
Indian Institute of Technology, Bombay 2002 — 2006
Bachelor of Technology, Chemical Engineering
RBC Capital Markets March 2014 - Present
JPMorgan Chase May 2013 - March 2014
BondDesk Group LLC September 2012 - April 2013
Bank of America Merrill Lynch December 2009 - September 2012
Merrill Lynch May 2006 - December 2009
iVoice Inc. September 2005 - April 2006
Skills
Trading Systems, Electronic Trading, Equities, Trading, Quantitative Finance, ETFs, Fixed Income, Derivatives, Capital Markets, Market Data, Options, Bloomberg, Equity Derivatives, Financial Markets, Investment Banking, Credit Derivatives, Equity Trading, Market Risk, Bonds, Hedge Funds, Risk Management, R, Series 7
Education
Columbia University in the City of New York 2010 — 2012
Master's degree, Math Finance
New York University 2007 — 2009
MS
Rutgers University-New Brunswick 2004 — 2006
BS, Electrical and Computer Engineering
Bank of America Merrill Lynch January 2006 - Present
Fleet National Bank July 2004 - December 2005
Bank of Boston June 1999 - June 2003
Skills
Economic Development, Affordable Housing, Asset Managment, Loans, Community Development, Financial Analysis, Private Equity, Investments, Capital Markets, Community Outreach, Banking, Risk Management, Asset Management, Real Estate Economics, Financial Modeling, Small Business, Due Diligence, Portfolio Management, Nonprofits, Public Policy, Real Estate Development, Valuation, Series 7, Equities, Fundraising, Strategic Planning, Credit, Leadership, Public Speaking, Fixed Income, Strategy
Education
Columbia University - Columbia Business School 1997 — 1999
Finance
Columbia University - School of International and Public Affairs 1996 — 1998
MPA, Public Finance
Columbia University in the City of New York
Bachelor of Arts (B.A.), History
Northfield Mount Hermon School 1986 — 1987
Safari Energy, LLC June 2015 - Present
Safari Energy, LLC October 2013 - May 2015
Lok Capital September 2012 - August 2013
Druk Holding & Investments June 2011 - August 2011
Natural Resources Defense Council November 2010 - June 2011
Bank of America Merrill Lynch June 2008 - June 2010
Skills
Financial Modeling, Renewable Energy, Economics, Financial Analysis, Sustainability, Start-ups, Strategy, Entrepreneurship, Data Analysis, Corporate Social..., Statistics, Business Development, Analysis, Investment Banking, Investments, Business Strategy, Management Consulting, Corporate Finance, Valuation, Due Diligence, Project Finance, Research, Venture Capital, Emerging Markets, Mergers & Acquisitions, International Relations, Private Equity
Education
Columbia University in the City of New York 2010 — 2012
M.S., Sustainability Management
Wake Forest University 2004 — 2008
BA, Economics
London School of Economics and Political Science 2006 — 2007
Summer Program, Economics, Finance
PIMCO August 2015 - Present
Columbia Business School August 2013 - May 2015
Bank of America Merrill Lynch July 2012 - July 2013
Bank of America Merrill Lynch July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, DCF, Private Equity, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington 2005 — 2009
Bachelor of Arts, Political Science, Economics, Spanish
Strategy&, part of the PwC network (formerly Booz & Company) September 2014 - Present
PeakSpan Capital July 2014 - December 2014
StInT June 2013 - January 2014
Bank of America Merrill Lynch July 2007 - September 2012
Skills
Management, Product Management, Business Strategy, Management Consulting, Software Engineering, Analytics, Private Equity, Agile Methodologies, Venture Capital, Portfolio Management, Investments, Investment Banking, Mobile Payments, Electronic Payments, Payment Systems, Entrepreneurship, Market Entry, Fixed Income
Education
Columbia Business School
Master of Business Administration (MBA), Entrepreneurship and Finance, Dean's List/Dean's Honours
Indian Institute of Technology, Delhi 2003 — 2007
BTech, Computer Science & Engineering
Delhi Public School - R. K. Puram 1996 — 2003
Bank of America Merrill Lynch December 2009 - Present
Perficient November 2006 - December 2009
Satyam July 2003 - November 2006
Skills
Strategy, E-commerce, Product Management, Web Analytics, Business Analysis, Competitive Analysis, Project Management, Analytics, SEO, Cross-functional Team..., Capital Markets, Business Development, Financial Modeling, Management, Investments, Financial Services, Financial Analysis, Content Strategy, Content Delivery, Marketing Strategy, Digital Marketing, Multivariate Testing, A/B testing, Financial Markets, Mutual Funds, Valuation, Building Relationships, Product Development, Product Marketing, Product Distribution, Cross Functional..., Platform Management, Product Strategies, Equity Derivatives, Channel Relationship..., Wealth Management, Fixed Income, Market Research, Asset Management, Equities, Mergers & Acquisitions, Brokerage, Trading
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Marketing
Punjab Engineering College 1999 — 2003
B.E., Electrical
Bank of America Merrill Lynch March 2014 - Present
Jefferies & Company August 2012 - February 2014
Columbia Business School August 2010 - May 2012
Citi June 2011 - August 2011
Newedge Group January 2009 - August 2010
Goldman Sachs August 2006 - January 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Emerging Markets, Mergers, Finance, LBO
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Vassar College 2002 — 2006
BA, Economics, Russian Studies, Mathematics
First English Language School
High School
Perella Weinberg Partners July 2015 - Present
Columbia Business School August 2013 - May 2015
Royal Capital Management June 2014 - September 2014
Bank of America Merrill Lynch July 2010 - June 2013
Westwicke Partners, LLC 2009 - 2009
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Harvard University 2006 — 2010
Bachelor’s Degree, Economics
American Capital Management February 2014 - Present
Alpine Woods Capital Investors July 2012 - January 2014
BMO Capital Markets 2010 - 2012
Bank of America Merrill Lynch 2008 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, CFA, LBO, Chartered Financial..., Equities, Financial Analysis, Banking, Investments, Equity Research, Strategy, Bloomberg, Capital Markets, Hedge Funds, Finance
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics and Political Science
Guggenheim Securities June 2015 - Present
Bank of America Merrill Lynch August 2003 - May 2015
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
University of Richmond 1992 — 1996
BS, Biology
Nomura Securities April 2010 - Present
Kekst and Company December 2009 - April 2010
Bank of America Merrill Lynch October 2003 - June 2009
Covington & Burling LLP October 2001 - October 2003
Shearman & Sterling LLP February 1998 - October 2001
McCarthy Tetrault May 1996 - December 1997
Skills
Financial Regulation, Compliance, Equity Research, Capital Markets, Securities, Private Equity, Hedge Funds, Mergers, Corporate Governance, Due Diligence, Equities, Securities Regulation, Investments, Corporate Finance, Investment Banking, IPO, Series 7, Series 24, Series 87, Equity Capital Markets, Venture Capital, Corporate Law, Private Placements, Asset Managment, Legal, Internal Audit, Restructuring
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance
McGill University 1993 — 1996
LLB, Law
Moody's Analytics October 2014 - Present
Bank of America Merrill Lynch June 2002 - October 2014
Credit Suisse/First Boston July 1999 - June 2002
Lehman Brothers 1997 - 1999
Credit Suisse/First Boston June 1997 - December 1997
Skills
Fixed Income, Middle Office, Straight Through..., Autosys, Perl, ITRS Geneos, SQL, Unix, Market Data, Trading Systems, SDLC, Oracle, Electronic Trading, Web Services, Low Latency, Sybase, Prime Brokerage, Reference Data, Equity Derivatives, Equities, Back Office, Credit Derivatives, Investment Banking
Education
Columbia University in the City of New York
BS
Polytechnic University
MS
Bank of America Merrill Lynch July 2010 - Present
Skills
Emerging Markets, Fixed Income, Credit Analysis, Corporate Finance, Financial Modeling, Valuation, Bloomberg, Bloomberg Terminal, Equities, Microsoft Excel, Data Analysis, Research, Financial Analysis, Economics, Investments, Capital Markets, Life Coaching, Microsoft Office, Wealth Management
Education
Columbia University in the City of New York 2006 — 2010
Bachelors, Economics
Condé Nast November 2014 - Present
Conde Nast August 2013 - October 2014
MediaVest September 2012 - July 2013
MediaVest April 2012 - August 2012
Digitas July 2011 - March 2012
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Analytics, Social Media Measurement, Digital Marketing, Marketing Research, Digital Strategy, Data Analysis, Works well in a team, Media Research, Tableau, Omniture, Integrated Marketing, Market Research, Segmentation, Interactive Marketing, Social Media Marketing, Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Marketing and Management
Columbia University in the City of New York 2008 — 2008
Study Abroad Program, Mandarin
Bank of America Merrill Lynch July 2015 - Present
Union Bank May 2010 - June 2015
Classic Media February 2010 - May 2010
Classic Media September 2009 - January 2010
Union Bank June 2009 - July 2009
Cinetic Media September 2008 - February 2009
Elevation Filmworks February 2008 - August 2008
MOXIE PICTURES January 2001 - January 2005
Skills
Financial Modeling, Digital Media, Entertainment, Financial Analysis, Private Equity, Film, Television, Business Strategy, Film Production, Corporate Finance, Digital Strategy, Valuation, Social Media Marketing, Strategic Planning, Due Diligence, Marketing Strategy, Digital Marketing, Business Development, Intellectual Property, Investments
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Washington University in St. Louis 1997 — 2001
BA, English Lit and Philosophy
Oxford University's Hertford College 1999 — 2000
BA, English and Eastern/Western Philosophy
Bank of America October 2011 - Present
Bank of America Merrill Lynch December 2008 - October 2011
Merrill Lynch June 2007 - November 2008
A.T. Kearney June 2004 - July 2004
Skills
Risk Management, Credit Risk, Strategy, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Equities, Bloomberg, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2007
MA, Quantitative Methods in the Social Sciences
Yonsei University 2004 — 2005
MBA, International Management
Yonsei University 1999 — 2003
BA, English Literature, Psychology
American Securities August 2015 - Present
J.P. Morgan July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Credit Suisse June 2009 - August 2009
GunnAllen Financial September 2008 - December 2008
DaCheng Law Offices May 2008 - August 2008
Columbia University Medical Center June 2006 - May 2007
Skills
Stata, Economics, Equities, Mandarin, Investment Banking, Leveraged Finance, Investments, Financial Analysis, Financial Modeling, Research, Private Equity, Corporate Finance, Emerging Markets, Hedge Funds, Bloomberg, Capital IQ, Portfolio Management, Capital Markets, Quantitative Analytics, Fixed Income, Equity Research, Bloomberg Terminal, Equity Valuation, Chinese, Strategy, Data Analysis, Venture Capital, LBO, Valuation, Econometrics, Business Valuation
Education
Columbia University in the City of New York 2007 — 2011
B.A, Economics-Philosophy, East Asian Languages and Cultures
Tsinghua University 2009 — 2010
B.A, School of Economic Management
Bergen Academies 2003 — 2007
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch August 2012 - January 2015
Bank of America Merrill Lynch June 2011 - August 2011
Samsung Securities Co. December 2006 - May 2010
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Business
연세대학교 / Yonsei University 2000 — 2007
BA in Sociology and BBA
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch August 2013 - January 2015
Columbia University in the City of New York September 2012 - May 2013
Columbia University in the City of New York September 2012 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Programming, Microsoft Excel, Data Analysis, Research, Java, Microsoft Word, PowerPoint
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Science (B.S.), Financial Engineering, Minor in Economics, 3.85/4.00 magna cum laude
Hinsdale Central High School 2005 — 2009
Bank of America Merrill Lynch July 2015 - Present
Columbia Business School August 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bentley Associates May 2013 - August 2013
Goldman Sachs January 2011 - April 2013
Johnson & Johnson January 2010 - June 2010
Penn State University May 2009 - November 2009
Skills
Investments, Corporate Finance, Social Media, SAS, Fixed Income, HTML, Valuation, Investment Banking, Cross-functional Team..., Bloomberg, Capital Markets
Education
Columbia Business School
Master of Business Administration (MBA)
Penn State University 2006 — 2010
BS, MIS
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Ferrovial October 2009 - March 2013
Skills
Finanzas, Finanzas corporativas, Fusiones y adquisiciones, Análisis, Strategy
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Universidad Pontificia Comillas 2003 — 2009
E-3, Law and Business Administration
Università Cattolica del Sacro Cuore 2008 — 2009
Bachelor of Business Administration (BBA), Economía
Fordham Law School 2007 — 2007
Bachelor of Laws (LL.B.)
Columbia Business School August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Capital Markets Argentina August 2013 - August 2014
Advanced Capital Securities November 2010 - July 2013
Exotix August 2008 - October 2010
Capital Markets Argentina March 2007 - July 2008
Skills
Valuation, Fixed Income, Equities, Hedge Funds, Trading, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Financial Analysis, Economics, Derivatives, Bloomberg, Investments, Financial Modeling, Asset Managment, Microsoft Excel, Investment Banking, Corporate Finance, Microsoft Office, Financial Markets, Asset Management, Alternative Investments, Finance, Due Diligence, Securities, Analysis, Credit
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Universidad Torcuato di Tella 2012 — 2013
Master's degree, Finance, General
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2003 — 2008
Industrial Engineer, Industrial Engineering
Bank of America Merrill Lynch December 2012 - Present
Creative Environments of Hollywood November 2005 - August 2010
United States Marine Corps November 2001 - November 2005
Skills
Financial Modeling, Microsoft Office, Valuation, Economics, Microsoft Excel, Research, Microsoft Word, Real Estate, PowerPoint, Investments, Financial Analysis, Bloomberg Terminal, Analysis, Bloomberg, Commercial Real Estate
Education
Columbia University in the City of New York
BA, Economics
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch June 2012 - June 2014
EDP Renováveis May 2011 - August 2011
Nomura International plc May 2010 - July 2010
University of Virginia November 2009 - May 2010
PricewaterhouseCoopers May 2009 - June 2009
iljin July 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Korean, Chinese, Japanese, Risk Management, Compliance, PowerPoint, SAS, Valuation, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Investments, Auditing
Education
Columbia University in the City of New York 2015 — 2017
Master’s Degree, Quantitative Methods in the Social Sciences (QMSS)
University of Virginia 2007 — 2011
B.A., Economics, Chinese Language and Literature
Bank of America Merrill Lynch December 2011 - Present
Bank of America Merrill Lynch July 2008 - December 2011
Education
Dartmouth College 2004 — 2008
Columbia University - Columbia Business School
MBA
CPP Investment Board August 2014 - Present
Rethink Solutions Inc. August 2012 - July 2014
Bank of America Merrill Lynch June 2011 - July 2012
Barclays Investment Bank June 2010 - August 2010
Deutsche Bank July 2007 - May 2010
Skills
Financial Analysis, Valuation, Foreign Exchange, iTAM Link
Education
Columbia University in the City of New York 2005 — 2011
PhD, Economics
Queen's University 2002 — 2003
M.A., Economics
University of Toronto - Rotman School of Management 1998 — 2002
B.Comm., Commerce and Economics
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch October 2012 - January 2014
BNY Mellon March 2012 - October 2012
Neema Clothing Ltd. June 2010 - August 2010
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics
MIK Fund Solutions May 2014 - July 2014
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Chinese, Matlab, English, C++, Python, C, Linux, VBA
Education
Columbia University in the City of New York 2013 — 2014
M.S. Financial Engineering, Programming Track
The University of Edinburgh 2011 — 2013
Bachelor of Engineering (Honours), Electronics and Electrical Engineering
South China University of Technology 2009 — 2011
Bachelor of Engineering, Automation
Wuxi No.1 High School 2006 — 2009
BofA Merrill Lynch 2009 - Present
Bank of America Merrill Lynch April 2008 - Present
Bear Stearns August 2004 - April 2008
Grant's Interest Rate Observer May 2003 - August 2004
Skills
Equity Research, Writing
Education
Columbia University in the City of New York 1999 — 2003
Bachelors of Arts, Economics
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs November 2010 - April 2015
Morgan Stanley February 1997 - August 2010
Lazard August 1991 - January 1997
Salomon Brothers September 1988 - July 1991
Chase Manhattan Bank July 1981 - June 1986
Skills
LBO, Mergers & Acquisitions, Equity Research, Corporate Finance, Hedge Funds, Investments, Equities, Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Structured Finance, Venture Capital, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Economics, Salutatorian, Summa cum laude, Phi beta kappa
Houlihan Lokey June 2015 - Present
MESA Global July 2012 - June 2015
Bank of America Merrill Lynch July 2011 - June 2012
Bank of America Merrill Lynch 2009 - 2011
Skills
Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Valuation
Education
Columbia University in the City of New York 2005 — 2009
B.A.
BNP Paribas April 2002 - April 2012
Bank of America Merrill Lynch December 1999 - November 2001
Towers Watson August 1998 - December 1999
Krames StayWell June 1997 - June 1998
Time Warner Inc. June 1988 - June 1997
Skills
Microsoft Office, ABC...
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Political Science
Bank of America Merrill Lynch June 2015 - August 2015
NETE August 2012 - August 2014
Robert H. Smith School of Business, University of Maryland May 2012 - August 2012
Skills
Data Analysis, Matlab, JavaScript, MySQL, Tableau, Java, Bloomberg Terminal, Financial Modeling, Technical Analysis, VBA, Data Visualization, Options Strategies, Mathematics, Applied Mathematics
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Financial Engineering
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Mathematics, Finance
MacDonald Dettwiler & Associates Ltd. 2014 - Present
Bank of America Merrill Lynch 2002 - 2014
Morgan Stanley 1984 - 2002
Skills
Strategy, Finance, Mergers & Acquisitions, Corporate Finance
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.)
University of Melbourne 1976 — 1980
Bachelor's Degree, Bachelor of Laws, Bachelor of Commerce
Bank of America Merrill Lynch September 2013 - Present
Barclays Investment Bank January 2013 - September 2013
Barclays Investment Bank August 2010 - January 2013
Sullivan & Cromwell LLP September 2006 - August 2010
Goldman Sachs May 2008 - October 2008
Education
University of Pennsylvania Law School 2003 — 2006
Juris Doctor (J.D.)
Columbia University in the City of New York 1999 — 2002
Bachelor's Degree