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 July 2014 - Present
Cornell University August 2013 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, Financial Analysis, Mandarin, Data Analysis, PowerPoint, Business Strategy, Statistics, Bloomberg, Microsoft Word, Economics, Investments, Equity Research, Equities, Finance, Derivatives, Fixed Income, Portfolio Management, Financial Accounting
Education
Cornell University 2010 — 2013
Bachelor of Science (BS), Applied Economics and Management
Mountain Lakes High School 2006 — 2010
Bank of America Merrill Lynch June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Liner LLP June 2013 - August 2013
Practice Makes Perfect January 2013 - May 2013
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Industrial and Labor Relations with Minors in Business and East Asian Studies
Harbor Teacher Preparation Academy High School 2008 — 2012
Bank of America Merrill Lynch July 2015 - Present
American Enterprise Institute February 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Executive Office of the President, U.S. Trade Representative September 2013 - December 2013
J.P. Morgan November 2013 - November 2013
The M&A Advisor June 2013 - August 2013
Agricultural Development Bank of China June 2012 - August 2012
American Cancer Society June 2009 - August 2010
Skills
Microsoft Office, Business Development, Event Planning, Capital IQ, CRM, Fundraising, Mandarin, Emerging Markets, Writing, International Relations, Philanthropy, Community Outreach, Social Media, Photoshop, Research, Policy Analysis, Stata
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), China & Asia Pacific Studies, Business, English
Peking University 2014 — 2014
International Relations and Affairs
Great Neck South High School 2007 — 2011
Bank of America Merrill Lynch Summer AnalystBank of America Merrill LynchJune 2012 - August 2012
Zurich Financial Services June 2011 - August 2011
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Applied Economics and Management
AEA Investors LP 2015 - Present
Sound Harbor Partners 2012 - 2015
Bank of America Merrill Lynch 2010 - 2012
Monitor Group June 2009 - August 2009
Skills
Leveraged Finance, Investment Banking, LBO, High Yield, Financial Modeling, Valuation, Due Diligence, Financial Analysis
Education
Cornell University
BS, ILR, Economics
Bracket Computing January 2014 - Present
Cornell Daily Sun September 2010 - March 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Marketing, Social Media, Editing, Microsoft Office, Public Speaking, Start-ups, Product Marketing, Management, Leadership
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.)
BNY Mellon Investment Management 2013 - 2014
BlackRock 2011 - 2013
Bank of America Merrill Lynch 2006 - 2011
Bank of America Merrill Lynch 2004 - 2006
Bank of America Merrill Lynch 2000 - 2004
PwC Consulting 1996 - 2000
JPMorgan Chase 1993 - 1996
Skills
Management, Financial Markets, Fixed Income, Equities, Trading, Institutional Sales, ETFs, Asset Management, Profit Maximization, Capital Markets, Investment Banking, Emerging Markets, Derivatives, Hedge Funds, Real Estate, Retail Distribution, Expense Reduction, Business Development, New Business Set-up, Product Development, Sales, Regulatory Compliance
Education
Cornell University 1992 — 1993
Master of Engineering (M.Eng.), Operations Research
Cornell University 1988 — 1992
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
J.P. Morgan January 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Cornell University August 2013 - May 2014
KPMG China July 2013 - August 2013
Bank of China June 2012 - August 2012
Skills
PowerPoint, Statistics, Mandarin, Chinese, Financial Analysis, Stata, Microsoft Excel, Microsoft Office, Microsoft Word, English, Macro, Adobe InDesign, Adobe Photoshop, Bloomberg Terminal, Python
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Bank of America Merrill Lynch August 2002 - Present
Salomon Brothers June 1998 - June 2000
Merrill Lynch June 1996 - June 1998
Skills
Equities, Valuation, Hedge Funds, Capital Markets, Emerging Markets, Series 7, Equity Valuation, Series 63, Equity Capital Markets, Portfolio Management, Corporate Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Management
Cornell University 1992 — 1996
BS, Design & Environmental Analysis
Delbarton School 1988 — 1992
Diploma
J.P. Morgan March 2015 - Present
Goldman Sachs July 2013 - March 2015
Goldman Sachs May 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Lockerz, LLC June 2009 - September 2010
Oyster Harbors Club June 2009 - August 2009
Boston Medical Center March 2009 - June 2009
Education
Cornell University 2009 — 2013
BA Economics
University of London 2011 — 2011
Buckingham Browne and Nichols School 2005 — 2009
Graduated with Honors
Goldman Sachs June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Deloitte March 2013 - March 2013
Bank of America Merrill Lynch September 2012 - September 2012
Wegmans Food Markets May 2012 - August 2012
University of Notre Dame Football Program January 2012 - May 2012
University of Notre Dame September 2011 - March 2012
PAETEC June 2011 - August 2011
Wegmans Food Markets June 2008 - June 2011
Education
Cornell University 2012 — 2015
Bachelor of Science, Applied Economics and Management
University of Notre Dame - Mendoza College of Business 2011 — 2012
Finance, Accounting
Webster Schroeder High School 2007 — 2011
Bessemer Trust May 2014 - Present
NYSE Euronext December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch October 2006 - June 2008
CIBC World Markets May 2005 - October 2006
Skills
Financial Modeling, Spanish, Capital Markets, Financial Analysis, Valuation, Investments, Strategy, Strategic Planning, Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Mergers, Management, Risk Management, Financial Services, Mergers & Acquisitions, Investor Relations, Business Analysis, Project Management, Business Strategy, Banking, Leadership, Finance, Corporate Communications, Strategic Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Class of 2013
Cornell University
Bachelor of Science (B.S.), 2001
Microsoft June 2015 - Present
University of Florida 2014 - May 2015
Centoria September 2012 - December 2013
Bank of America Merrill Lynch August 2011 - August 2012
International Travel/ Studies January 2008 - July 2011
Florida Land Partners January 2005 - December 2007
Silversea Cruises August 2002 - December 2004
Skills
Marketing Strategy, Business Development, Business Strategy, Sales, Entrepreneurship, Strategic Financial..., Alternative Investments, New Business Development, Market Research, Marketing Research, SPSS, Microsoft Excel, Marketing, Fundraising
Education
University of Florida 2014 — 2015
Master of Business Administration (MBA)
The University of Georgia 2014 — 2015
Certificate, Market Research Methodology
University of Amsterdam
Master of Science (M.Sc.), Sociology
University of Miami 1998 — 2002
Bachelor of Arts (BA), International Politics
Cornell University 2013 — 2014
Certificate, Plant Based Nutrition
Angelo, Gordon & Co. October 2014 - Present
Prudential Mortgage Capital Company June 2012 - October 2014
Bank of America Merrill Lynch July 2011 - June 2012
Bank of America May 2010 - August 2010
Broadreach Group May 2009 - August 2009
NewBay Media May 2009 - August 2009
Skills
Bloomberg, Series 7, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Equity Research
Education
Cornell University 2007 — 2011
BS, Applied Economics and Management
Deutsche Bank Securities April 2015 - Present
Deutsche Bank Securities June 2014 - Present
J.P. Morgan August 2011 - June 2014
Bank of America Merrill Lynch August 2006 - August 2011
JPMorgan Chase October 1998 - August 2006
Corus Bank 1997 - May 1998
Corus Financial, Inc. January 1996 - May 1998
First Chicago Capital Markets, Inc. 1990 - January 1996
The First National Bank of Chicago 1987 - 1990
The First National Bank of Chicago 1986 - 1987
Skills
Corporate Finance, Management, Banking, Leadership, Commercial Banking, Financial Services, Corporate Law, Securities, Investment Banking, Equities, Portfolio Management, Investments, Supply Chain, Hedge Funds, Private Equity
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Management
Cornell University 1980 — 1984
Bachelor of Arts, History
Bloomberg LP August 2015 - Present
Cornell University August 2014 - Present
UBS June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
UBS August 2014 - August 2014
J.P. Morgan August 2014 - August 2014
Millennium Power LLC June 2014 - August 2014
Power REIT June 2014 - August 2014
Investment Banking Institute June 2014 - June 2014
Bank of America Merrill Lynch April 2014 - April 2014
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Research, Team Leadership, PowerPoint, Microsoft Office, Leadership, Market Research, Strategy, Management
Education
Cornell University 2013 — 2017
Bachelor's degree, Applied Economics and Management
Syosset High School 2009 — 2013
Bank of America Merrill Lynch June 2015 - Present
Asia Cuisine June 2009 - Present
The Bozzuto Group June 2014 - August 2014
Miyake Japanese Restaurant August 2012 - September 2013
Saigon Kitchen April 2009 - June 2012
Baby One Shoes July 2008 - September 2008
Skills
Customer Service, Teamwork, Organizational..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Windows, Public Speaking, English, Time Management
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hospitality Administration/Management
J.P. Morgan Asset Management February 2014 - Present
Bank of America Merrill Lynch November 2013 - February 2014
Deloitte Consulting, LLP June 2013 - August 2013
Deloitte June 2011 - August 2011
Education
Cornell University 2012 — 2013
Master of Engineering (MEng), Information Science/Studies
Nanjing University 2008 — 2012
Bachelor of Business Administration (BBA), Management of Information System
Cornell University, Mario Einaudi Center for International Studies September 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Cornell University, School of Electrical and Computer Engineering January 2011 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
NYC Mayor's Office of Operations June 2011 - August 2011
NASA Goddard Space Flight Center February 2008 - June 2010
Education
Cornell University 2010 — 2014
Bachelor of Science (B.Sc.)
IESEG School of Management 2013 — 2013
The Bronx High School of Science
Regents Diploma with Advanced Designation with Honors
Bank of America Merrill Lynch June 2014 - Present
Chrysler May 2013 - August 2013
Burberry May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Microsoft Office, Microsoft Word, Photoshop, Research, Social Media
Education
Cornell University 2011 — 2014
Bachelor of Science (BS), Charles H. Dyson School of Applied Economics and Management, Cum Laude
The Hong Kong University of Science and Technology
Università Commerciale 'Luigi Bocconi'
Bank of America Merrill Lynch August 2007 - Present
Caxton Associates February 2003 - August 2007
Bankers Trust March 1991 - April 2002
Skills
Trading Systems, Risk Management, Programming, Quantitative Analytics, Derivatives, Equities, Swaps, Portfolio Management, Commodity, Fixed Income, Options, Trading, Structured Products, Financial Markets, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University 1979 — 1983
Mathematics and Computer Science
Deloitte June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
REP Interactive November 2012 - May 2013
Bonner Kiernan Trebach & Crociata, LLP August 2011 - June 2012
Skills
Legal Writing, Criminal Law, Courts, Legal Research, Litigation, Civil Litigation, Mediation, Westlaw, Employment Law, Lexis, Microsoft Excel, Appeals, Arbitration, Commercial Litigation, Leadership, LexisNexis, Public Speaking, Team Building, Team Leadership, Trials
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2013 — 2015
Master of Industrial & Labor Relations
Pennsylvania State University, The Dickinson School of Law 2008 — 2011
J.D.
University of California, Davis 2003 — 2008
B.A., Economics, Psychology
Bank of America Merrill Lynch October 2014 - August 2015
FDM Group June 2014 - August 2015
Cornell University Solar Decathlon January 2008 - May 2010
Skills
Java, SQL, Unix, TestComplete, Test Automation, JUnit, Unified Functional..., CSS, HTML, Scrum, Mockito, SDLC, JavaScript, Bootstrap, JDBC, Spring MVC, JSP, Maven, UML, Agile Application...
Education
Cornell University 2007 — 2013
Bachelor of Science (B.S.), Computer Science and Biological Engineering
Colegio Loyola
Capital One July 2015 - Present
Cornell University August 2012 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Royal Bank of Scotland December 2012 - January 2013
Valeo June 2012 - August 2012
Skills
Java, Matlab, Microsoft Excel
Education
Cornell University 2011 — 2015
Oregon Episcopal School
High School
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch January 2010 - February 2012
UBS Investment Bank September 2007 - December 2009
HBK Capital Management March 2003 - August 2007
Skills
Equity Derivatives, Hedge Funds, Trading Systems, Equities, Prime Brokerage, Derivatives, Trading, Series 7, Alternative Investments, Swaps, ETFs, Structured Products, Options, Securities Lending, Series 63, Emerging Markets, Collateral Management, Equity Trading, Convertible Bonds, Electronic Trading, Settlement, Capital Markets, Financial Markets, Bloomberg, Investment Banking, Commodity, Middle Office, Valuation, Series 24, Asset Allocation, Structured Finance, Securities, Equity Research, Credit Derivatives, Fund Of Funds, Delta One, Market Risk, Bonds, Portfolio Management, Hedging, Proprietary Trading, Back Office, Investment Management, Interest Rate..., Mutual Funds, Equity Swaps, Fixed Income, CDS, FX Options, FINRA
Education
Cornell University
Stripes Group April 2014 - Present
Bank of America Merrill Lynch July 2013 - April 2014
North Point Advisors September 2010 - July 2013
Alvarez & Marsal June 2009 - August 2009
MSD Capital June 2008 - August 2008
Skills
Valuation, LBO, Investment Valuation, Restaurant Consulting, Business Strategy, Financial Modeling, Business Development, Due Diligence, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, DCF, Valuation Modeling, Research, Consumer, dealogic, M&A experience, Operating Models, Financial Analysis, Series 63, series 79, FINRA, Investment Banking, Investments, Strategy, Finance, Entrepreneurship, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
Bachelors of Science, Business with a Finance specialization
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Advanced Port June 2011 - August 2011
Skills
Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Bloomberg, Finance
Education
Cornell University 2009 — 2013
B.S., Dyson School of Applied Economics & Management; Specialization: finance
ZJ Liquors 2012 - Present
Tribal Financial Advisors, Inc. June 2009 - July 2012
Bank of America Merrill Lynch June 2008 - April 2009
Education
Cornell University 2004 — 2008
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch May 2011 - Present
HSBC Securities April 2008 - August 2009
HSBC Securities July 2002 - August 2009
Prescient Securities January 2000 - January 2002
AppOnline January 1999 - January 2000
Credit Suisse First Boston January 1996 - January 1999
Spear Leeds & Kellogg January 1993 - January 1996
US Army & NATO January 1991 - January 1993
Skills
Electronic Trading, MBS, Fixed Income, Money Market, CDS, Trading, Hedge Funds, Rates, Alternative Investments, Financial Markets, Trading Systems, ABS, Portfolio Management, Equities, Asset Management, Investments, Derivatives, Bloomberg, Wealth Management, Business Development, Series 7
Education
Cornell University
B.S, Policy Analysis; Economics & International Relations
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
Castle Harlan May 2013 - August 2013
Bridge Global Capital Group May 2012 - August 2012
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics and Management
Bank of America Merrill Lynch September 2014 - Present
FDM Group March 2014 - Present
Cornell University October 2011 - May 2012
NJ UNIVERSITY OF MEDICINE AND DENTISTRY June 2011 - September 2011
ASIAN AMERICAN FEDERATION January 2011 - January 2011
NATCHMANN ANALYTIC LABORATORY May 2008 - September 2008
US Forest Service 2007 - 2008
Skills
Stata, Matlab, SAS, Bloomberg Terminal, R, Microsoft Excel, PowerPoint, Microsoft Word, Editing, Economics, Econometrics, Mandarin, Spanish, Psychology
Education
Cornell University 2009 — 2013
Davis Senior High
Diploma
Citi August 2014 - Present
Citi July 2013 - July 2014
Citi June 2012 - August 2013
Citi June 2011 - August 2011
Attend January 2011 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Data Analysis, Financial Modeling, Strategy, Management, Financial Analysis, Public Speaking, Research, Business Strategy, Economics
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Policy Analysis and Management
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Kingfisher Capital August 2012 - August 2012
The Compass Group June 2012 - August 2012
The Compass Group June 2010 - August 2010
Skills
Mergers & Acquisitions, Investments, Strategic Financial..., Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Economics, Accounting, Market Research, Analysis, Business Strategy, Strategic Planning, Corporate Finance, Business Planning, Management, Marketing, Investment Banking, Private Equity, Budgets
Education
Cornell University 2010 — 2014
Bachelor's Degree, Applied Economics and Management, Cum Laude
Charlotte Latin School 1997 — 2010
Belden Hill Partners July 2012 - Present
de Visscher & Co. February 2010 - July 2012
Bank of America Merrill Lynch June 2007 - June 2009
Education
Cornell University 2003 — 2007
BA, Economics
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Operations Research, Applied Mathematics, Statistical Modeling, Matlab
Education
Cornell University 2009 — 2012
Doctor of Philosophy (PhD), Operations Research
Cornell University 2006 — 2009
MSc, Operations Research
The University of British Columbia 2001 — 2006
BSc, Math and Physics
FOBIA July 2014 - Present
Bank of America Merrill Lynch 2002 - April 2014
Organic 1999 - 2002
Deloitte 1994 - 1999
Accenture 1992 - 1994
Skills
Fixed Income, Structured Products, Bonds, Swaps, Capital Markets, Interest Rate..., Derivatives, Hedge Funds, Series 7, Bloomberg, Options, Credit Derivatives, MBS, Series 63, Leadership, Leadership Development, Coaching, Executive Coaching, Executive Management, Sales, Sales Management..., Sales Coaching, Sales Leadership..., Sales & Marketing..., Sales Force Development, Executive Leadership, Senior Executive..., Public Speaking, Keynote, Sales Consulting, Sales Management..., Alternative Investments
Education
Cornell University 1988 — 1992
BS, Applied Economics & Management
JLM Great Neck North Senior High School 1984 — 1988
Bank of America October 2013 - Present
Bank of America Merrill Lynch July 2011 - October 2013
Skills
Capital Markets, Bloomberg, Microsoft Office
Education
Cornell University 2007 — 2010
Bachelor of Science (B.S.), Industrial and Labor Relations
Advance Realty - Development, Investment, Management May 2015 - Present
Eastdil Secured May 2014 - August 2014
Bank of America Merrill Lynch July 2010 - August 2013
Skills
Equities, Investments, Series 7, Mutual Funds, Bloomberg, Valuation, Securities, Series 63, Options, ETFs, Trading Systems, Trading, Equity Trading
Education
Cornell University 2007 — 2009
Bachelor's of Science, Industrial and Labor Relations
Penn State University 2005 — 2007
Delbarton School
McMaster-Carr July 2013 - Present
Citi June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Regional Plan Association June 2009 - August 2009
Skills
Fixed Income, Corporate Finance, Management, Sales, Microsoft Office, Public Finance, Public Policy, Microsoft Excel, PowerPoint
Education
Cornell University 2007 — 2011
BS, Policy Analysis and Management
Bank of America Merrill Lynch July 2013 - Present
Scholastic August 2011 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Public Speaking, Books, Financial Analysis, Editing, Social Media, Bloomberg, Photoshop, Publishing, Customer Service, Access
Education
Cornell University 2009 — 2013
BS, Operations Research Engineering
Bank of America Merrill Lynch June 2015 - Present
Lincoln International January 2015 - February 2015
PING AN ASSET MANAGEMENT CO., LTD June 2014 - August 2014
Accenture May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Matlab, Microsoft Word, Java, Data Analysis, SQL, R, AMPL, Investment Banking, Financial Modeling, Statistics, Financial Analysis, Teamwork, Management
Education
Cornell University
Bachelor of Science (BS), Operations Research
Evercore Partners October 2011 - Present
Bank of America Merrill Lynch June 2008 - September 2011
Merrill Lynch June 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Credit Risk, Wealth Management, Business Development, Investment Banking, Strategy, Corporate Finance, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Marymount School of New York 1998 — 2002
Bank of America Merrill Lynch June 2014 - August 2014
Sutherland Global Services May 2013 - August 2013
Optima Financial Group December 2012 - January 2013
Advanced Computer Innovations, Inc. July 2012 - August 2012
Skills
Microsoft Excel, R Statistical Software, Java, Stata
Education
Cornell University 2011 — 2015
Bachelor of Science, Applied Economics & Management, and Biometry & Statistics (Double Major)
Pittsford Sutherland High School 2007 — 2011
Casey, Quirk & Associates December 2014 - Present
Casey, Quirk & Associates September 2014 - December 2014
Bank of America Merrill Lynch June 2013 - August 2013
Deutsche Asset Management, Structured Investment Solutions Group July 2010 - June 2012
Deutsche Asset Management, Quantitative Strategies Group June 2009 - August 2009
Skills
Valuation, Data Analysis, Economics, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Research, Management Consulting, Fixed Income, Due Diligence, Strategy, Management, Derivatives, Investments, Finance, Business Strategy
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Operations Research & Information Engineering (ORIE)
Bank of America Merrill Lynch June 2015 - August 2015
Cornell University Department of Biological and Environmental Engineering January 2015 - May 2015
Milstein Properties/Milford Management June 2014 - August 2014
Corridor Quadrant Solutions, LLC. May 2013 - August 2013
Gap Inc. August 2010 - March 2012
Skills
Sales, Leadership, Business, Data Analysis, Market Research, Marketing, Management, Pricing, Cold Calling, Public Speaking, Communication, Team Leadership, Competitive Analysis, Event Planning, Spanish, Statistics, Finance
Education
Cornell University 2012 — 2015
Bachelor of Science (B.S.), Information Science
Horace Greeley High School 2008 — 2012
High School
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Tiger Consumer Management June 2013 - August 2013
Skills
Microsoft Excel
Education
Cornell University 2011 — 2015
Bachelor's Degree, Applied Economics and Management
RiverBanc LLC 2015 - Present
New York Mortgage Trust 2012 - Present
Bank of America Merrill Lynch 1991 - 2011
Skills
Real Estate Finance, Real Estate Investment, Real Estate Development, Leases, Property Management, Structured Finance, Asset Management, Real Estate, Joint Ventures, Corporate Real Estate, Real Estate Economics, Investment Properties, Mergers & Acquisitions, Disposition, Management
Education
Cornell University
Bachelor of Science, Civil Engineering
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Real Estate and Finance
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch August 2006 - Present
Skills
Credit Derivatives, Alternative Investments, Series 7, Fixed Income, Hedge Funds, High Yield, CDO, Prime Brokerage, CDS, Structured Products, ABS, Relative Value, Credit Trading, Special Situations, Equity Derivatives, Equities, Electronic Trading, Capital Markets, Bonds, Derivatives
Education
Cornell University
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2012 - May 2015
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Economics, Financial Analysis, Microsoft Excel, Microsoft Office, Equities, Research, PowerPoint, Excel, Word, Bloomberg, Statistics, Financial Modeling, Accounting, Credit Analysis, Econometrics, Equity Research, High Yield, Leveraged Finance, Convertible Bonds, Relative Value, Microsoft SQL Server, Access, Microsoft Word
Education
Cornell University 2008 — 2012
B.S., Industrial and Labor Relations, Economics, 3.854
University College London, U. of London 2011 — 2011
Economics
Wayne Hills High School
J.P. Morgan Private Bank June 2014 - Present
Bank of America Merrill Lynch 2007 - 2014
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Series 7, Portfolio Management, Investments, Derivatives, Securities, Series 63, Risk Management, Trading, Swaps, Options, Bonds
Education
Cornell University 2003 — 2007
Bachelor of Science (BS)
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch June 2010 - July 2010
UBS Wealth Management June 2009 - August 2009
Skills
Series 7, Bloomberg, Series 63, Capital Markets, Hedge Funds, Equities
Education
Cornell University 2007 — 2011
BS, Applied Economics and Management
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
EDF Trading May 2013 - August 2013
UBS May 2013 - May 2013
ONTILITY, LLC April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Social Media, Leadership, Team Leadership, Financial Analysis, Time Management
Education
Cornell University 2011 — 2015
ILR School; Economics, BS
Kingwood High School 2007 — 2011
4.0/4.0
Bank of America Merrill Lynch 2015 - Present
MacAndrews & Forbes 2013 - 2015
Goldman Sachs 2006 - 2013
Davis Polk & Wardwell 2001 - 2006
The Honorable John G. Koeltl, U.S. District Court, S.D.N.Y. 2000 - 2001
Skills
Commercial Litigation, Corporate Governance, Corporate Law, Litigation, Mergers & Acquisitions, Securities, Securities Regulation, Joint Ventures, Venture Capital, Private Equity, Civil Litigation, Trials
Education
New York University School of Law 1997 — 2000
JD, Law
Cornell University 1993 — 1997
BS, Natural Resources
UNSW Australia 1996 — 1996
Study Abroad Program
Connetquot High School 1990 — 1993
Altus Group July 2015 - Present
Guardian Life Insurance Company of America June 2014 - August 2014
The Next Step Realty May 2012 - July 2014
Bank of America Merrill Lynch May 2013 - August 2013
The Statler Hotel May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Bloomberg Terminal, Real Estate, Argus Modeling, Finance
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hotel Administration
The Lawrenceville School 2007 — 2011
Bank of America Merrill Lynch July 2013 - Present
DreamLink March 2011 - Present
Credit Agricole CIB June 2012 - August 2012
Saguenay Strathmore Capital January 2012 - April 2012
Suicide Prevention Services March 2009 - August 2010
Skills
Microsoft Excel, Research, Management, Training, PowerPoint, Financial Modeling
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Applied Economics and Management
Cornell University, Dyson School of Applied Economics and Management 2009 — 2013
Bachelor of Science, Finance
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2011 - July 2013
The Akshaya Patra Foundation May 2010 - June 2010
Infosys June 2009 - August 2009
Skills
Financial Modeling, Fixed Income, Data Analysis, Capital Markets, Bloomberg, Valuation, Strategy, Equities, Investment Banking
Education
Cornell University 2007 — 2011
Bachelor of Science (B.S.) with Honors
London School of Economics and Political Science 2010 — 2010
Bank of America Merrill Lynch July 2014 - Present
Knighthead Capital LLC June 2013 - August 2013
SS&C GlobeOp June 2012 - August 2012
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Industrial and Labor Relations
Bank of America Merrill Lynch January 2014 - Present
Gabelli Asset Management January 2013 - October 2013
DP Holding SA May 2011 - January 2013
Global Zero-Cornell Co January 2010 - December 2010
Booz Allen Hamilton July 2009 - September 2009
Skills
Powerpoint, Excel, Bloomberg Terminal, Microsoft Word, Portfolio Management, Equities, Data Analysis, Economics, Financial Modeling, Research, Valuation, Analysis, International Relations, Financial Analysis, Statistics, Fundraising, Due Diligence, Quantitative Analytics, Non-profits, Investments, Public Speaking, Finance
Education
Cornell University 2006 — 2010
B.A., Government, Econ
Georgetown Preparatory School 2002 — 2006
LaSalle Hotel Properties June 2013 - Present
Wells Fargo June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Saxbys Coffee May 2010 - August 2010
Moorestown Running Company May 2007 - August 2007
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Hospitality Management, Real Estate Minor
Moorestown High School 2005 — 2009
Bank of America Merrill Lynch June 2015 - Present
Genscape, Inc. May 2014 - August 2014
Education
Cornell University 2012 — 2016
Bachelor of Arts (BA), Economics and Government, Minor in Law and Society
UCL 2015 — 2015
Economics and Political Science
The Potomac School 2008 — 2012
High School
Clarion Capital Partners August 2013 - Present
Fortress Investment Group January 2013 - August 2013
Bank of America Merrill Lynch July 2010 - December 2012
Citigroup June 2009 - August 2009
Advanced Portfolio Management (APM) June 2008 - August 2008
Billboard Bands June 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Mergers & Acquisitions, Acquisitions, Portfolio Management, Investments, Hedge Funds, Capital Markets, Asset Management, Investment Banking
Education
Cornell University 2006 — 2010
BA, College of Arts & Sciences, Economics
Fox Lane High School 2004 — 2006
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
CITIC-Prudential Fund Management Co,Ltd May 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor's Degree, Economics, Magna Cum Laude, Phi Beta Kappa
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Social Business Consulting Group September 2012 - December 2012
Accenture June 2012 - August 2012
Wayne Lachman Productions Ltd. May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Data Analysis, Business Strategy, System Integration..., Management Consulting, Marketing Strategy, PowerPoint, Risk Management, Marketing, Financial Analysis
Education
Cornell University 2010 — 2014
B.S., Applied Economics and Management - specializations in Finance and Marketing
The Boston Consulting Group September 2014 - November 2014
Bank of America Merrill Lynch June 2014 - August 2014
Cornell Venture Capital February 2012 - March 2014
Deutsche Bank July 2012 - August 2012
SafetyStratus, Inc. October 2011 - December 2011
Education
Cornell University
Bachelor of Science (B.S.), Applied Economics & Management
Deutsche Bank March 2015 - Present
Deutsche Bank July 2014 - March 2015
3rd Annual Undergraduate Stock Pitch Challenge September 2013 - September 2013
Deutsche Bank Asset & Wealth Management June 2013 - August 2013
Seeking Alpha November 2012 - June 2013
Mutual Investment Club of Cornell September 2011 - May 2013
Nomadic Capital Partners LLC June 2012 - August 2012
Bank of America Merrill Lynch May 2012 - August 2012
WSO April 2012 - August 2012
United States Senate May 2011 - August 2011
Skills
Financial Analysis, PowerPoint, Investments, Equities, Microsoft Excel, Financial Modeling, Equity Research, Bloomberg, Valuation, Data Analysis, Portfolio Management
Education
Cornell University 2010 — 2014
Bachelor of Arts, Economics, Senior
Shawnee High School 2006 — 2010
Bank of America Merrill Lynch 2010 - Present
Citi April 2007 - February 2011
Merrill Lynch August 2006 - April 2007
Accenture August 2000 - August 2004
Education
Yale University - Yale School of Management 2004 — 2006
Cornell University 1996 — 2000
B.S., Mechanical & Aerospace Engineering
Bank of America Merrill Lynch June 2005 - Present
m.a.partners October 2003 - June 2005
Credit Suisse First Boston March 2000 - October 2003
Skills
Capital Markets, Portfolio Management, Strategy, Financial Risk, Change Management, Hedge Funds, Fixed Income, Business Development, Investment Banking, Equities, Derivatives, Asset Managment, Trading Systems, Alternative Investments, Risk Management, Financial Markets, Private Equity, Electronic Trading, Equity Derivatives, Structured Products, Investments, Banking, Financial Services, Trading
Education
Cornell University
Masters in Financial Engineering
Bank of America-Merrill Lynch July 2008 - December 2013
Moore Capital Management 2004 - 2006
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Bloomberg, FX Options, Capital Markets, Options, Trading, Financial Markets, Electronic Trading, Equity Derivatives, Structured Products, Trading Systems, FX trading
Education
London Business School 2006 — 2008
Master of Business Administration (MBA)
Cornell University
BSc, Economics
Kershner Trading Group June 2014 - Present
Natixis North America June 2011 - June 2014
Bank of America Merrill Lynch April 2007 - May 2011
Citigroup May 2006 - April 2007
Skills
Electronic Trading, Trading, Portfolio Management, Quantitative Finance, Quantitative Investing, Equity Trading, Financial Modeling, Machine Learning, Predictive Analytics, Big Data Analytics, Asset Management, Trading Systems, Bloomberg, C++, Java, Statistical Arbitrage, Financial Markets, R, Fidessa, Flextrade, Python
Education
Cornell University
PhD, Mechanical Engineering (Computational mathematics)
Indian Institute of Technology, Madras
Bachelor of Technology, Mechanical Engineeering
Don Bosco School
Bank of America Merrill Lynch May 2015 - Present
Bank of America July 2011 - May 2015
Moody's Investors Service 2007 - June 2011
Deloitte & Touche LLP 2006 - 2007
Skills
Credit, Counterparty Risk, Cash Flow, Credit Derivatives, Derivatives, Hedge Funds, Structured Products, Financial Modeling, Quantitative Finance, Fixed Income, Credit Risk, Structured Finance, Capital Markets, Quantitative Analytics, Valuation, Trading, Financial Risk
Education
Cornell University 2005 — 2006
Masters, Financial Engineering
Cornell University 2001 — 2005
B.S., Operations Research
Goldman Sachs March 2013 - Present
Bank of America May 2012 - March 2013
Diversant For Goldman Sachs February 2011 - May 2012
JP Morgan June 2010 - September 2010
Sungard Data Systems May 2005 - June 2010
Marsh & McLennan Companies, Inc. 2004 - 2005
UPS 2000 - 2003
Bank of America Merrill Lynch February 1998 - May 2000
Skills
SDLC, Management, Business Analysis, Vendor Management, SQL, Software Project..., Project Management, Unix, Java, Software Development, Agile Methodologies, Business Intelligence, Integration, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, Scrum, Spring, Trading Systems, XML, Databases, Oracle, Perl, Sybase, Data Warehousing, PL/SQL
Education
Set Focus C# Masters Class 2004 — 2004
Microsoft C# Development
Pace University 2002 — 2004
MS, Computer Science, 3.98
Chubb Top Gun Program C++ 2001 — 2001
Object Oriented Programming, Top of Class
Chubb Top Gun Program Mainframe Development 1997 — 1998
Mainframe Programming, 1st in Class
Cornell University 1988 — 1992
BS, Industrial and Labor Relations
Fannie Mae July 2012 - Present
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch October 2010 - September 2011
Banc of America Securities May 2008 - October 2010
Bank of America March 2007 - May 2008
Education
Cornell University 2003 — 2007
Statistics, Applied Economics Management
Fairview High School
U.S. Bank May 2012 - Present
Bank of America Merrill Lynch July 2010 - November 2011
Bank of America Merrill Lynch October 2008 - July 2010
Bank of America July 2005 - December 2008
Credit Suisse June 2004 - August 2004
Benchmark Technologies June 2003 - August 2003
Skills
Capital Markets, Financial Modeling, Mergers, Investments, Valuation, Due Diligence, Risk Management, Derivatives, Equity Research, Investment Banking, Trading, Credit, Equities, Analysis, Bloomberg
Education
Cornell University 2001 — 2005
BS, Applied Economics & Management
Bank of America Merrill Lynch August 2014 - Present
Bank of America August 2012 - August 2014
Bank of America May 2010 - August 2012
Capital One November 2006 - May 2010
WorkPlace Consortium 2001 - 2010
Capital One June 2001 - November 2006
Skills
Portfolio Management, Corporate Real Estate, Strategic Planning, Real Estate, Change Management, Analysis, Planning, Strategy Development, Project Planning
Education
Cornell University 1999 — 2001
MS
Hamilton College 1991 — 1995
BA
St. George's School 1987 — 1990
Jefferies LLC September 2013 - Present
Nomura November 2011 - September 2013
Bank of America Merrill Lynch June 2010 - October 2011
Bank of America Merrill Lynch June 2008 - June 2010
Credit Suisse June 2007 - August 2007
Thomson Financial May 2005 - January 2007
Skills
Equity Research, Equities, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Equity Valuation, Quantitative Research, Quantitative Finance, Structured Products, Investments, DCF, Analysis, Economics, Derivatives, Statistics, Finance
Education
Cornell University 2007 — 2008
Masters of Engineering, Applied Operations Research
Cornell University 2004 — 2007
BS, Operations Research, Financial Engineering, Finance
Stuyvesant High School 2000 — 2004
Societe Generale Corporate and Investment Banking - SGCIB January 2014 - Present
Societe Generale Corporate and Investment Banking - SGCIB February 2012 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB February 2011 - January 2012
Bank of America Merrill Lynch July 2010 - February 2011
Bladex Asset Management May 2010 - June 2010
Education
Columbia University 2009 — 2010
M.S., Financial Engineering
Cornell University 2008 — 2009
MEng, Operations Research
Bank of America Merrill Lynch October 2009 - Present
Merrill Lynch August 2008 - September 2009
QEL System Services November 2007 - August 2008
Fidessa Corporation January 2005 - November 2007
Banc of America Securities November 2006 - October 2007
Merrill Lynch May 2006 - December 2006
HSBC February 2006 - May 2006
Societe Generale March 2005 - February 2006
Skills
Fidessa, FTW, FIX, Equity Trading, Trading Systems, Software Project..., Application Development, Equities, Trading, Order Management, Unix, Integration, SDLC, Unix Shell Scripting, Project Management, Vendor Management, .NET, WPF Development, Java, C#, Software Development, Sybase
Education
Cornell University
B.S., Cum Laude, Computer Science
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2010 - July 2012
Bank of America June 2008 - May 2010
Banc of America Securities June 2007 - August 2007
Syndicate Bank June 2005 - December 2006
Skills
Credit Risk, Capital Markets, Derivatives, Risk Management
Education
Cornell University 2007 — 2008
MEng, Financial Engineering
National Institute of Bank Management (estd by Reserve Bank of India) 2004 — 2005
PGDBF, Finance
Kurukshetra University 2000 — 2004
BTech, Information Technology
Bank of America Merrill Lynch September 2014 - Present
Kalulu Kids May 2012 - Present
Self Employed May 2008 - May 2012
Standard & Poor's April 2004 - April 2008
Bear Stearns August 2000 - April 2004
PaineWebber June 1999 - August 1999
Skills
Investments, Financial Modeling, Capital Markets, Entrepreneurship, Fixed Income, Corporate Social..., Risk Management, ABS, Derivatives, Equities, Finance, Operations Management, Leveraged Finance, Portfolio Management, Start-ups
Education
Georgetown University 1998 — 2000
MBA, Finance
Cornell University 1992 — 1996
Bsc, Applied economics and business management
Bank of America Merrill Lynch August 2013 - Present
Credit Suisse August 2010 - August 2013
Bank of America Merrill Lynch May 2007 - August 2010
Banc of America Securities May 2007 - March 2008
Skills
Fixed Income, Bloomberg, Derivatives, Financial Modeling, Credit Derivatives, Quantitative Finance, Equities, Structured Products, Hedge Funds, Capital Markets, Valuation, Quantitative Analytics, Portfolio Management, MBS, Equity Research, Financial Engineering, Investment Banking, Private Equity, Structured Finance, Securitization, Emerging Markets, Equity Derivatives, Market Risk, Stochastic Calculus
Education
Cornell University 2005 — 2007
Master, Financial Engineering
Nanjing University 1999 — 2003
B.S., physics
Equity International March 2015 - Present
Balyasny Colony Funds February 2013 - February 2015
Calima Capital June 2012 - January 2013
Bank of America Merrill Lynch July 2010 - May 2012
Equity International May 2010 - June 2010
State of New Jersey, Division of Investment June 2009 - August 2009
Jones Lang LaSalle November 2007 - November 2008
Skills
Financial Modeling, Private Equity, Investments, Corporate Finance, Capital Markets, Real Estate Economics, Financial Analysis, Investment Banking, Real Estate Financing, Real Estate, Mergers & Acquisitions, Due Diligence, Valuation, Mergers, Business Strategy, Emerging Markets, Market Research, Real Estate Development, Commercial Real Estate, Corporate Real Estate, Asset Management, Portfolio Management, Finance, Strategy, Equities
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Entrepreneurship
Cornell University 2002 — 2003
MENG, Engineering Management
Universidad de Los Andes 1995 — 2000
Bachelor of Science (BSc), Civil Engineering
J.P. Morgan October 2010 - Present
Bank of America Merrill Lynch February 2009 - October 2010
Banc of America Securities May 2008 - August 2008
Education
Cornell University 2007 — 2008
Masters, Financial Engineering
Educational Testing Service (ETS) August 2012 - Present
Bank of America Merrill Lynch February 2011 - August 2012
Bristol-Myers Squibb November 2008 - February 2011
PHH Mortgage July 2007 - October 2008
BlackRock July 2006 - July 2007
Merrill Lynch Investment Managers 2004 - 2007
Rutgers University Foundation November 2001 - July 2004
Prudential Insurance June 1997 - August 2001
Skills
Data Analysis, Business Analysis, SDLC
Education
Rutgers University-New Brunswick 1994 — 1996
MBA, Business, Information Systems
Cornell University 1986 — 1990
B.S., Urban Planning
Bank of America Merrill Lynch April 2013 - Present
Pritchard Capital Partners February 2009 - June 2012
James Miller and Company June 2007 - October 2007
Risk Limited Corporation May 2005 - February 2007
Etexx June 2003 - August 2003
Ameritrade May 1999 - July 2002
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Corporate Finance, Energy, Access, Microsoft Excel, Series 7, Oil & Gas Industry, Microsoft Word, Series 63, FINRA, Hedge Funds, Thomson One Analytics, Japanese Language..., Data Analysis, Data Mining, Process Improvement, Networking, Asset Managment, Analytics, Series 86, series 87, Chartered Financial..., Equities, Alternative Investments, Private Equity, Equity Valuation, Finance, Trading, Analysis, Capital Markets, Asset Management
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Cornell University 1993 — 1997
BA, Economics and Asian Studies
Western Reserve Academy 1988 — 1992
Bank of America Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch April 2010 - Present
Merck March 2009 - April 2010
Merrill Lynch June 2007 - July 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch 1999 - 2003
Merrill Lynch 1997 - 1999
Hewlett-Packard 1983 - 1985
Skills
Strategy, Deferred Compensation, Team Leadership, Succession Planning, Project Management, Policy, Human Resources, Recruiting, Management, Performance Management, Start-ups, Integration, Personnel Management, Employee Engagement, Leadership, Organizational..., Leadership Development, Training, HR Policies, Program Management, Employee Relations, Talent Management
Education
Eckerd College 2000 — 2000
Business
Harvard Business School
Strategic HR Management Program
University of Pennsylvania - The Wharton School
HR Management
Cornell University
Human Resource Management
University of Phoenix
Associate of Arts (AA), Business Administration and Management, General
Bank of America Merrill Lynch February 2008 - August 2010
Banc of America Securities June 2007 - August 2007
Education
Cornell University 2007 — 2008
Master of Engineering, Computer Science
Cornell University 2003 — 2007
B.S., Computer Science
RBC Capital Markets May 2014 - Present
RBC Capital Markets April 2011 - May 2014
Bank of America Merrill Lynch 2003 - March 2011
UBS 2001 - 2003
Computer Sciences Corporation 1997 - 2001
Skills
Trading Systems, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Trading System, Capital Markets, Financial Markets, Risk Management, Business Analysis, SDLC
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
MBA, Information Technology
Cornell University 1992 — 1996
BS, Chemical Engineering
BTG Pactual March 2015 - Present
Bank of America Merrill Lynch September 2006 - March 2015
Deloitte & Touche October 2005 - September 2006
Deloitte & Touche January 2004 - October 2005
Goldman Sachs January 2003 - August 2003
Cohen & Steers Capital Advisors July 2000 - October 2002
Education
Fordham University 2003 — 2004
MBA, Accounting
Cornell University 1996 — 2000
BS, Business Management
Bank of America Merrill Lynch September 2014 - Present
Societe Generale April 2013 - August 2014
CIBC World Markets July 2011 - January 2013
Banc of America Securities June 2005 - January 2009
Baltimore Technologies August 2000 - January 2004
Skills
Perl, C#, SQL, XML, Oracle, Sybase, C++, Unix, Capital Markets, Fixed Income, Equities, Portfolio Management, Credit Derivatives, Investment Banking, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Financial Instruments and Markets
Cornell University 2004 — 2005
MEng, Computer Science
University of Massachusetts Boston 1996 — 2000
Bachelor of Science, Management Information Science
Commodity Futures Trading Commission, Division of Swap Dealer and Intermediary Oversight October 2012 - Present
Commodity Futures Trading Commission, Division of Market Oversight May 2010 - October 2012
Bank of America Merrill Lynch 2009 - 2010
Mayer Brown 2007 - 2009
New York City Office of Management and Budget 2002 - 2004
Skills
Derivatives, Capital Markets, Commodity Exchange Act, Dodd-Frank, Swaps, Futures, Banking, Commodity, Structured Finance, Financial Regulation, Securitization, ISDA, Compliance, Trading, Futures Trading, Legal Research
Education
Georgetown University Law Center 2004 — 2007
Juris Doctor, Law
Cornell University 1998 — 2002
B.S., Industrial and Labor Relations
Stuyvesant High School 1994 — 1998
BNP Paribas August 2014 - Present
Bank of America Merrill Lynch July 2010 - April 2014
Citigroup, Inc. May 2005 - June 2010
Citigroup, Inc. 2005 - 2009
Merrill Lynch & Co., Inc. August 1992 - May 2005
Merrill Lynch 1992 - 2005
Skills
Structured Products, Structuring, Investment Banking, Capital Markets, Portfolio Management, Management, Financial Structuring, Fixed Income, Corporate Finance, Insurance, Structured Finance, Derivatives, Investments, Risk Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Wake Forest University 1983 — 1987
BS, Mathematics and Physics
Cornell University
Cornell University
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch May 2009 - February 2011
Merrill Lynch September 2007 - May 2009
ICAP March 2004 - September 2007
Education
Cornell University 2001 — 2002
Certificate, Business
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch March 2012 - August 2015
Bank of America Merrill Lynch February 2009 - March 2012
Banc of America Securities July 2007 - January 2009
Skills
Equities, Series 7, Bloomberg, Series 63, Financial Modeling, Valuation, Securities, Microsoft Office, Economics, Finance, PowerPoint, FINRA, Microsoft Excel, Equity Valuation, Options, Financial Markets, Derivatives, Financial Analysis, Bloomberg Terminal
Education
Cornell University 2003 — 2007
B.S., Policy Analysis and Management
Bank of America Merrill Lynch 2010 - Present
Raymond James 2009 - 2010
Merrill Lynch 2007 - 2008
Skills
Valuation, Investment Banking, Finance, Private Equity, Structured Finance, Financial Modeling, Capital Markets, Real Estate, Loan Origination, Restructuring, Financial Structuring, Equities, Portfolio Management
Education
Cornell University 2004 — 2007
BS, Hotel Administration, Investment Banking, Real Estate
Bank of America Merrill Lynch August 2014 - Present
Nomura Securities July 2011 - July 2014
BNP Paribas June 2010 - August 2010
Dean Ventures August 2007 - April 2009
Dean and Company July 2006 - July 2007
Skills
Fixed Income, Investments, Hedge Funds, Business Analytics, Strategy, Equities, SQL, Data Analysis, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Cornell University 2002 — 2006
B.S., Electrical and Computer Engineering
Lloyds Banking Group May 2014 - Present
Bank of America Merrill Lynch June 2011 - May 2014
Societe Generale January 2010 - June 2011
StormHarbour Securities August 2009 - March 2010
Morgan Stanley October 2003 - June 2009
Skills
Credit Derivatives, Fixed Income, Structured Products, Bonds, CDS, High Yield, Alternative Investments, Bloomberg, Capital Markets, Credit, Derivatives, Equities, Hedge Funds, Investment Banking, Investments, Portfolio Management, Series 7
Education
Cornell University 1999 — 2003
Industrial Relations
Chaminade 1993 — 1999
Thomson Reuters March 2013 - Present
J.P. Morgan March 2011 - April 2013
Bank of America Merrill Lynch June 2010 - March 2011
Cornell University, ILR Human Resources Department November 2009 - June 2010
GE Aviation June 2009 - August 2009
Verizon Communications May 2008 - August 2008
Ellington Management Group, LLC December 2007 - March 2008
American Lawyer Media June 2007 - August 2007
Skills
PowerPoint, Excel, Microsoft Office, Access, Employee Relations, Compensation Issues, Performance Management, Training, Microsoft Excel, Human Resources, Recruiting, Deferred Compensation
Education
Cornell University 2007 — 2010
BS, Industrial & Labor Relations, 3.81
Loews Corporation May 2012 - Present
Merrill Lynch July 2011 - March 2012
Bank of America Merrill Lynch June 2010 - August 2010
Vista Research June 2009 - August 2009
Skills
CFA, Microsoft Office, Bloomberg, Series 7, SNL, Series 63
Education
Cornell University 2007 — 2011
B.A., Economics and Mathematics
Mizuho Alternative Investments, LLC July 2015 - Present
Bank of America Merrill Lynch January 2013 - July 2015
Deutsche Bank March 2011 - January 2013
Lehman Brothers 2008 - 2008
Morgan Stanley June 2006 - August 2006
Education
Cornell University 2009 — 2011
Masters, Financial Engineering
The Chinese University of Hong Kong 2003 — 2007
Master of Philosophy and Bachelor of Engineering (B.Eng.) Hon + Mathematics, Information Engineering, First Honor
Wayfair May 2015 - July 2015
Providence Equity Partners August 2011 - July 2014
Bank of America Merrill Lynch August 2009 - July 2011
Skills
Private Equity, Investment Banking, Valuation, Due Diligence, Financial Modeling, Media & Entertainment, Strategy, Asset Management, Capital Markets, Corporate Finance
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
Bachelor's Degree, Finance
The Georgetown Company September 2011 - Present
Bank of America Merrill Lynch July 2010 - September 2011
DLJ Real Estate Capital Partners May 2009 - September 2009
Hotel Capital Advisers, Inc. May 2008 - August 2008
Skills
Investments, Investment Banking, Valuation, Real Estate Private..., Real Estate Development, Financial Modeling, Argus Modeling, Acquisitions, Due Diligence, Asset Managment, Corporate Finance, Visual Basic, Private Equity, Capital Markets, Asset Management
Education
Cornell University 2006 — 2010
BSc, Hotel Administration & Real Estate
Saint Ann's School 1992 — 2006
High School
Bank of America Merrill Lynch May 2000 - Present
Merrill Lynch May 2000 - December 2008
Lehman Brothers April 1997 - April 2000
Salomon Brothers November 1995 - April 1997
Beacon Software Development Company October 1994 - November 1995
Skills
Equities, Derivatives, Fixed Income, Equity Derivatives, Trading Systems, Hedge Funds, Structured Products, Quantitative Finance, Interest Rate..., Investment Banking, Capital Markets, Electronic Trading, Options, Market Data, Trading, Credit Derivatives
Education
Cornell University 1988 — 1994
PhD, Math
Shanghai Jiao Tong University
Anchorage Capital Group, L.L.C. September 2014 - Present
Court Square Capital Partners August 2012 - August 2014
Bank of America Merrill Lynch July 2010 - June 2012
Skills
High Yield, Financial Modeling, LBO, Valuation, Investment Banking, Financial Analysis, Bloomberg, Corporate Finance, Credit Analysis, High Yield Bonds, Capital Markets, Fixed Income, Due Diligence
Education
Cornell University 2006 — 2010
BS, Applied Economics and Management
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch May 2013 - April 2015
Direct Commerce Inc April 2012 - May 2013
Citi July 2009 - April 2012
Citi July 2008 - July 2009
Citi July 2007 - July 2008
Cornell Information Technologies October 2005 - May 2007
GE June 2006 - August 2006
Skills
Supply Chain, Product Management, Project Management, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Risk Management, Bloomberg, Banking, Capital IQ, Business Development, Strategy, Financial Services
Education
Cornell University 2003 — 2007
B.S., Applied Economics & Management
Partners Group April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch June 2010 - August 2010
Royal Bank of Canada June 2009 - August 2009
Education
Cornell University 2007 — 2011
Bachelor of Science, Finance, Accounting
CRT Capital Group June 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Janney Montgomery Scott January 2009 - June 2010
Skills
Chartered Financial..., Equities, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Capital Markets, Finance, Investments
Education
University of Richmond - Robins School of Business 2006 — 2008
MBA
University of Richmond School of Law 2005 — 2008
JD - Cum Laude
Cornell University 2001 — 2005
BA
Bank of America Merrill Lynch Rates and Currencies Summer AnalystBank of America Merrill LynchJune 2012 - August 2012
Education
Cornell University 2009 — 2013
Bank of America Merrill Lynch July 2015 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Manage Client..., Statistical Data..., Statistical Software, Statistics, Economics
Education
Cornell University 2011 — 2015
Applied Economics and Management, Dyson School
Pittsford Sutherland High School 2007 — 2011
U.S. Bank 2013 - Present
Merlone Geier 2012 - 2013
Bank of America Merrill Lynch 2007 - 2012
Education
Cornell University
London School of Economics and Political Science
General Assembly September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Bank of America Merrill Lynch June 2013 - August 2013
Skills
JavaScript, jQuery, Web Development, Ruby on Rails, Microsoft Excel, HTML, CSS
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Operations Research and Information Engineering
General Assembly 2015 — 2015
Web Development Immersive
Horace Mann High School 2006 — 2010
Bank of America Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
Navigant Capital Advisors June 2011 - August 2011
Skills
Financial Modeling, Mergers
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Applied Economics and Management
Societe Generale Corporate and Investment Banking - SGCIB December 2014 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2012 - December 2014
Bank of America Merrill Lynch March 2010 - June 2012
Skills
Financial Analysis, Banking, Risk Management, Corporate Finance, Financial Modeling, Business Analysis, Analysis, Portfolio Management, Credit, Project Management
Education
Cornell University 2005 — 2008
Bachelor of Arts (B.A.), Applied Economics and Management
Bank of America Merrill Lynch March 2012 - Present
Education
Cornell University 2007 — 2011
Doctor of Philosophy (Ph.D.), Operations Research
University of Waterloo 2003 — 2007
Bachelor's Degree, Double Majors: Computer Science and Optimization
Credit Suisse June 2011 - Present
Bank of America Merrill Lynch June 2009 - June 2011
UBS August 2008 - May 2009
UBS February 2003 - August 2008
Morgan Stanley 2002 - 2002
SALOMON SMITH BARNEY 2000 - 2002
Lehman Brothers 1997 - 1998
J.P. Morgan 1994 - 1997
Skills
Equity Research, Management, Training & Development, Human Capital, Recruiting, Talent Management, Performance Management, Conflict Resolution, Equities, Performance Reviews, Performance Appraisal, College Recruiting, Staff Development, Hiring, Compliance Management, Sell Side, Equity Valuation, Financial Modeling, Valuation
Education
Cornell University 1998 — 2000
Master of Business Administration, Finance
Pace University 1990 — 1994
Bachelor of Business Administration, Accounting
Bank of America Merrill Lynch June 1996 - Present
Education
Cornell University
Bachelor's Degree, Applied Economics and Business Management