Bank of America Merrill Lynch
Description
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
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
Employee
Years
Job
Industry
Kristen Bourgeois Kristen Bourgeois's Bank of America Merrill Lynch Experience July 2014 - Present
Job Leveraged Finance Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Performance Food Group May 2012 - August 2012
Education
Davidson College 2011 — 2014
Economics
University of Oxford 2012 — 2012
Visiting Student, Economics
University of North Carolina at Chapel Hill 2010 — 2011
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Performance Food Group May 2012 - August 2012
Education
Davidson College 2011 — 2014
Economics
University of Oxford 2012 — 2012
Visiting Student, Economics
University of North Carolina at Chapel Hill 2010 — 2011
Brandi Hardin Brandi Hardin's Bank of America Merrill Lynch Experience April 2014 - Present
Job AVP Marketing Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch April 2014 - Present
Skills
Banking, Retail Banking, Relationship Management, Mortgage Lending
Education
Dallas Baptist University 2012 — 2015
Master of Business Administration (MBA), Marketing, 4.0
Texas Woman's University 2011 — 2012
Bachelor of Business Administration, Marketing
Tarrant County College 2006 — 2011
Associate of Arts, Business
Bank of America Merrill Lynch April 2014 - Present
Skills
Banking, Retail Banking, Relationship Management, Mortgage Lending
Education
Dallas Baptist University 2012 — 2015
Master of Business Administration (MBA), Marketing, 4.0
Texas Woman's University 2011 — 2012
Bachelor of Business Administration, Marketing
Tarrant County College 2006 — 2011
Associate of Arts, Business
Rose Marie Blackwood Rose Marie Blackwood's Bank of America Merrill Lynch Experience 2011 - Present
Job Vice President Finance: Controller Focus Capital Markets & Energy Expertise
Industry Capital Markets
Experience
Bank of America Merrill Lynch 2011 - Present
Scotia Capital 2007 - 2011
Scotiabank 2000 - 2007
PricewaterhouseCoopers 1990 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Capital Markets, Liquidity Management, IFRS, Capital Management, US GAAP, Financial Controls, Senior Executive..., Energy Industry, Investment Banking, Risk Management, Project Management, Continuous Improvement, Financial Planning, Analytic Problem Solving, Strategic Planning
Education
Dalhousie University
Master of Business Administration (M.B.A.)
Dalhousie University
Master of Business Administration (M.B.A.)
Bank of America Merrill Lynch 2011 - Present
Scotia Capital 2007 - 2011
Scotiabank 2000 - 2007
PricewaterhouseCoopers 1990 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Capital Markets, Liquidity Management, IFRS, Capital Management, US GAAP, Financial Controls, Senior Executive..., Energy Industry, Investment Banking, Risk Management, Project Management, Continuous Improvement, Financial Planning, Analytic Problem Solving, Strategic Planning
Education
Dalhousie University
Master of Business Administration (M.B.A.)
Dalhousie University
Master of Business Administration (M.B.A.)
Jackie Wei Jackie Wei's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch January 2014 - March 2014
OTR Global December 2012 - March 2013
ABC News June 2010 - August 2010
The Guardian June 2010 - August 2010
Skills
Economics, Capital Markets, Equities, Investment Banking, Mergers, Microsoft Excel, PowerPoint, Market Research, Research, Editing, Leadership
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics
Great Neck South High School 2007 — 2011
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch January 2014 - March 2014
OTR Global December 2012 - March 2013
ABC News June 2010 - August 2010
The Guardian June 2010 - August 2010
Skills
Economics, Capital Markets, Equities, Investment Banking, Mergers, Microsoft Excel, PowerPoint, Market Research, Research, Editing, Leadership
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics
Great Neck South High School 2007 — 2011
Christopher Ranson Christopher Ranson's Bank of America Merrill Lynch Experience March 2015 - Present
Job Vice President Global Markets Financing & Futures
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
RBC Capital Markets January 2009 - February 2015
DTZ February 2007 - April 2007
Skills
Equities, Finance, Alternative Investments, Bloomberg, Derivatives, Fixed Income, Hedge Funds, Securities, Investments, Capital Markets, Financial Modeling, Equity Research, Options, Securities Lending, Prime Brokerage, Financial Analysis, Portfolio Management
Education
Dalhousie University 2003 — 2008
BComm
CFA Institute
2015 Level II Candidate in the CFA Program
Bank of America Merrill Lynch March 2015 - Present
RBC Capital Markets January 2009 - February 2015
DTZ February 2007 - April 2007
Skills
Equities, Finance, Alternative Investments, Bloomberg, Derivatives, Fixed Income, Hedge Funds, Securities, Investments, Capital Markets, Financial Modeling, Equity Research, Options, Securities Lending, Prime Brokerage, Financial Analysis, Portfolio Management
Education
Dalhousie University 2003 — 2008
BComm
CFA Institute
2015 Level II Candidate in the CFA Program
Dustin Groesbeck's Bank of America Merrill Lynch Experience July 2015 - Present
Job Student at Indiana University
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of Ireland June 2014 - July 2014
Redwood Trust June 2012 - August 2013
Skills
Team Leadership, Sports, Language Skills, Excel, Team Building, Decision Making, Cooking, Social Responsibility, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Public Speaking, Social Media, Social Networking, Leadership, Teamwork, Microsoft Office
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance and International Business
Corvinus University of Budapest 2014 — 2014
Bank of America Merrill Lynch July 2015 - Present
Bank of Ireland June 2014 - July 2014
Redwood Trust June 2012 - August 2013
Skills
Team Leadership, Sports, Language Skills, Excel, Team Building, Decision Making, Cooking, Social Responsibility, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Public Speaking, Social Media, Social Networking, Leadership, Teamwork, Microsoft Office
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance and International Business
Corvinus University of Budapest 2014 — 2014
Tony Chen's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate Johnson Graduate School of Management at Cornell University
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
BR Venture Fund September 2014 - January 2015
Deloitte & Touche LLP June 2012 - July 2014
Deloitte & Touche LLP September 2010 - June 2012
US Government Accountability Office May 2009 - August 2009
Skills
Financial Analysis, Finance, Financial Accounting, Financial Reporting, Financial Modeling, Financial Statements, Leadership, Capital Markets, Business Strategy, Mergers & Acquisitions, Valuation, Data Analysis, Accounting, Industry Research, Due Diligence, Coaching, Presentations, Financial Services, Derivatives, Real Estate
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2006 — 2010
B.S.
Bank of America Merrill Lynch June 2015 - August 2015
BR Venture Fund September 2014 - January 2015
Deloitte & Touche LLP June 2012 - July 2014
Deloitte & Touche LLP September 2010 - June 2012
US Government Accountability Office May 2009 - August 2009
Skills
Financial Analysis, Finance, Financial Accounting, Financial Reporting, Financial Modeling, Financial Statements, Leadership, Capital Markets, Business Strategy, Mergers & Acquisitions, Valuation, Data Analysis, Accounting, Industry Research, Due Diligence, Coaching, Presentations, Financial Services, Derivatives, Real Estate
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2006 — 2010
B.S.
Deirdre Alexander Deirdre Alexander's Bank of America Merrill Lynch Experience June 2013 - Present
Job Business Support Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Education
CUNY New York City College of Technology
Bank of America Merrill Lynch June 2013 - Present
Education
CUNY New York City College of Technology
Aaron Goone Aaron Goone's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Research Assistant at Dartmouth College
Industry Financial Services
Experience
Dartmouth College Economics Department August 2013 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Bridgewater Associates January 2013 - March 2013
Morgan Stanley Smith Barney March 2012 - June 2012
Dartmouth College September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Brazilian Portuguese, Spanish, Writing, Economics, Financial Modeling, Financial Analysis, Stata, Research, Microsoft Office
Education
Dartmouth College 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.79
Associação Cultural Brasil - Estados Unidos 2011 — 2011
Dartmouth College Economics Department August 2013 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Bridgewater Associates January 2013 - March 2013
Morgan Stanley Smith Barney March 2012 - June 2012
Dartmouth College September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Brazilian Portuguese, Spanish, Writing, Economics, Financial Modeling, Financial Analysis, Stata, Research, Microsoft Office
Education
Dartmouth College 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.79
Associação Cultural Brasil - Estados Unidos 2011 — 2011
John Lynn's Bank of America Merrill Lynch Experience March 2014 - Present
Job Middle Office Analyst at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch April 2011 - March 2014
Bank of America Merrill Lynch February 2011 - April 2011
Edward Jones May 2010 - January 2011
Capital Bank September 2009 - January 2010
Elon Academy January 2009 - July 2009
Raynham Center Water District / Highway Department June 2005 - August 2008
Skills
Inventory Management, Leadership, Program Management, Budgets, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Event Planning, Investments, Data Analysis, Banking, Risk Management, Financial Modeling, Strategic Planning, Finance, Sales, Research
Education
Creighton University's Heider College of Business 2013 — 2015
Master's Degree, Investment Management & Financial Analysis
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor's Degree, Business Administration: Finance Concentration
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch April 2011 - March 2014
Bank of America Merrill Lynch February 2011 - April 2011
Edward Jones May 2010 - January 2011
Capital Bank September 2009 - January 2010
Elon Academy January 2009 - July 2009
Raynham Center Water District / Highway Department June 2005 - August 2008
Skills
Inventory Management, Leadership, Program Management, Budgets, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Event Planning, Investments, Data Analysis, Banking, Risk Management, Financial Modeling, Strategic Planning, Finance, Sales, Research
Education
Creighton University's Heider College of Business 2013 — 2015
Master's Degree, Investment Management & Financial Analysis
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor's Degree, Business Administration: Finance Concentration
Charlotte Hunt Charlotte Hunt's Bank of America Merrill Lynch Experience July 2011 - May 2013
Job Manager Financial Planning & Analysis at Vince
Industry Financial Services
Experience
Vince November 2014 - Present
Vince May 2013 - November 2014
Bank of America Merrill Lynch July 2011 - May 2013
Skills
Financial Modeling, Financial Analysis, Investments, Investment Banking, Valuation, Bloomberg
Education
Dartmouth College 2007 — 2011
Bachelor of Arts, History
The Thacher School 2003 — 2007
Vince November 2014 - Present
Vince May 2013 - November 2014
Bank of America Merrill Lynch July 2011 - May 2013
Skills
Financial Modeling, Financial Analysis, Investments, Investment Banking, Valuation, Bloomberg
Education
Dartmouth College 2007 — 2011
Bachelor of Arts, History
The Thacher School 2003 — 2007
Frank Aburto Frank Aburto's Bank of America Merrill Lynch Experience August 2012 - August 2013
Job Associate, Industrials M&A and Capital & Debt Advisory
Industry Investment Banking
Experience
EY November 2013 - Present
Bank of America Merrill Lynch August 2012 - August 2013
Johnson Graduate School of Management at Cornell University August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
US Army June 2004 - August 2009
Skills
Financial Modeling, Leadership, Investment Banking, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Strategy, Contract Negotiation, Business Strategy, Due Diligence, Capital Markets, Investments, Cross-functional Team..., Team Leadership, Equities, Risk Management, Bloomberg, Project Management, Credit Analysis, Analysis, Finance, Financial Planning
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Finance, Accounting, Strategy and Management
United States Military Academy at West Point 2000 — 2004
B.S, Asian Studies and Mandarin Chinese Field of Study; Systems Engineering Track
EY November 2013 - Present
Bank of America Merrill Lynch August 2012 - August 2013
Johnson Graduate School of Management at Cornell University August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
US Army June 2004 - August 2009
Skills
Financial Modeling, Leadership, Investment Banking, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Strategy, Contract Negotiation, Business Strategy, Due Diligence, Capital Markets, Investments, Cross-functional Team..., Team Leadership, Equities, Risk Management, Bloomberg, Project Management, Credit Analysis, Analysis, Finance, Financial Planning
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Finance, Accounting, Strategy and Management
United States Military Academy at West Point 2000 — 2004
B.S, Asian Studies and Mandarin Chinese Field of Study; Systems Engineering Track
Alex Felix Alex Felix's Bank of America Merrill Lynch Experience June 2008 - March 2009
Job Private Equity | Leveraged Finance | Skiing
Industry Financial Services
Experience
American Capital June 2012 - Present
SkiGenie.com May 2010 - Present
RBS April 2009 - June 2012
Bank of America Merrill Lynch June 2008 - March 2009
Guggenheim Partners June 2007 - August 2007
Skills
Entrepreneurship, Investments, Structured Finance, Financial Analysis, Loans, Leveraged Finance, Financial Modeling, Capital Markets, Bloomberg, Valuation, Angel Investing, Business Development, Credit Analysis, Interpersonal Skill, Ski, Golf, Fly Fishing, Investment Banking, Private Equity
Education
Dartmouth College 2004 — 2008
BA, Economics and Earth Sciences
Burke Mountain Academy 1999 — 2002
Cambridge Rindge and Latin School 1998 — 1999
American Capital June 2012 - Present
SkiGenie.com May 2010 - Present
RBS April 2009 - June 2012
Bank of America Merrill Lynch June 2008 - March 2009
Guggenheim Partners June 2007 - August 2007
Skills
Entrepreneurship, Investments, Structured Finance, Financial Analysis, Loans, Leveraged Finance, Financial Modeling, Capital Markets, Bloomberg, Valuation, Angel Investing, Business Development, Credit Analysis, Interpersonal Skill, Ski, Golf, Fly Fishing, Investment Banking, Private Equity
Education
Dartmouth College 2004 — 2008
BA, Economics and Earth Sciences
Burke Mountain Academy 1999 — 2002
Cambridge Rindge and Latin School 1998 — 1999
Jessica J. Yu Jessica J. Yu's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
M.M. LAFLEUR March 2014 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Stan Lab, Dartmouth-Hitchcock Medical Center September 2011 - June 2013
Bank of America Merrill Lynch January 2013 - March 2013
Hope Foster Home April 2012 - May 2012
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch July 2014 - Present
M.M. LAFLEUR March 2014 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Stan Lab, Dartmouth-Hitchcock Medical Center September 2011 - June 2013
Bank of America Merrill Lynch January 2013 - March 2013
Hope Foster Home April 2012 - May 2012
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Richard Spadafora's Bank of America Merrill Lynch Experience August 2014 - Present
Job Vice President at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Merrill Lynch August 2007 - Present
Skills
Wealth Management, Investments, Banking, Series 7, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fordham University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch August 2014 - Present
Merrill Lynch August 2007 - Present
Skills
Wealth Management, Investments, Banking, Series 7, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fordham University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Ace Tanner Ace Tanner's Bank of America Merrill Lynch Experience May 2015 - Present
Job SVP, Privacy & Cross Border Data Movement Compliance Policy Governance Executive at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - January 2014
Bank of America June 2012 - April 2013
Bank of America June 2011 - June 2012
Bank of America July 2010 - June 2011
Wachovia, A Wells Fargo Company May 2009 - July 2010
Wachovia June 2007 - May 2009
Bank of America May 2006 - May 2007
Bank of America May 2004 - May 2006
Skills
Banking, Risk Management, Operational Risk..., Credit, Financial Risk, Governance, Change Management, Process Improvement, Enterprise Risk..., Business Strategy, Strategic Planning, Operational Risk, Credit Risk, Business Process..., Commercial Banking, Mergers & Acquisitions, Team Management, PMO, Underwriting, Mergers, Business Analysis, Analysis, Program Management, Business Continuity, Project Management, Leadership, Six Sigma, Cross-functional Team..., Business Process, Portfolio Management, Business Intelligence, Management, Financial Services, Finance, Integration, Team Leadership, Executive Management, Relationship Management, Enterprise Software, Strategic Financial..., Credit Cards, Vendor Management, Project Portfolio..., Commercial Lending, Retail Banking, Credit Analysis, Consumer Lending, Loans, AML, Basel II
Education
Davidson College
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - January 2014
Bank of America June 2012 - April 2013
Bank of America June 2011 - June 2012
Bank of America July 2010 - June 2011
Wachovia, A Wells Fargo Company May 2009 - July 2010
Wachovia June 2007 - May 2009
Bank of America May 2006 - May 2007
Bank of America May 2004 - May 2006
Skills
Banking, Risk Management, Operational Risk..., Credit, Financial Risk, Governance, Change Management, Process Improvement, Enterprise Risk..., Business Strategy, Strategic Planning, Operational Risk, Credit Risk, Business Process..., Commercial Banking, Mergers & Acquisitions, Team Management, PMO, Underwriting, Mergers, Business Analysis, Analysis, Program Management, Business Continuity, Project Management, Leadership, Six Sigma, Cross-functional Team..., Business Process, Portfolio Management, Business Intelligence, Management, Financial Services, Finance, Integration, Team Leadership, Executive Management, Relationship Management, Enterprise Software, Strategic Financial..., Credit Cards, Vendor Management, Project Portfolio..., Commercial Lending, Retail Banking, Credit Analysis, Consumer Lending, Loans, AML, Basel II
Education
Davidson College
Richard J. Polimeni Richard J. Polimeni's Bank of America Merrill Lynch Experience April 2002 - Present
Job Director, Education Savings Programs, Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2002 - Present
Salomon Smith Barney 1999 - 2002
Smith Barney 1987 - November 1999
Skills
Series 7, Series 66, Series 63, Series 53 (Municipal..., Wealth Management, Retirement Planning, Active board member of..., IRAs, Uniform Combined State..., Mutual Funds, Securities, Retirement, Financial Services, Risk Management, Asset Allocation, Investments, Leadership, Investment Advisory, Financial Advisory, FINRA, 401k, Financial Analysis, Management, Analysis, Finance, Investment Strategies, Program Management, Equities, Investment Management, Asset Management, Alternative Investments, Private Equity, Portfolio Management, Hedge Funds
Education
Brookdale College
Business Management
CUNY York College
Bank of America Merrill Lynch April 2002 - Present
Salomon Smith Barney 1999 - 2002
Smith Barney 1987 - November 1999
Skills
Series 7, Series 66, Series 63, Series 53 (Municipal..., Wealth Management, Retirement Planning, Active board member of..., IRAs, Uniform Combined State..., Mutual Funds, Securities, Retirement, Financial Services, Risk Management, Asset Allocation, Investments, Leadership, Investment Advisory, Financial Advisory, FINRA, 401k, Financial Analysis, Management, Analysis, Finance, Investment Strategies, Program Management, Equities, Investment Management, Asset Management, Alternative Investments, Private Equity, Portfolio Management, Hedge Funds
Education
Brookdale College
Business Management
CUNY York College
Colin MacKay Colin MacKay's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Davidson College Student
Industry
Experience
Davidson College August 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Davidson College Center for Career Development August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
USDA-ARS July 2013 - August 2013
Gifford Aquatic Center May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Strategic Planning
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Davidson College August 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Davidson College Center for Career Development August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
USDA-ARS July 2013 - August 2013
Gifford Aquatic Center May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Strategic Planning
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Curtis Roby Curtis Roby's Bank of America Merrill Lynch Experience July 2011 - March 2013
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Portfolio Advisors, LLC April 2013 - May 2015
Bank of America Merrill Lynch July 2011 - March 2013
Skills
Private Equity, Investment Banking, Valuation, Series 79, Series 63, Capital Markets, Financial Modeling, LBO, Mezzanine, Leveraged Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Trinity High School 2003 — 2007
Portfolio Advisors, LLC April 2013 - May 2015
Bank of America Merrill Lynch July 2011 - March 2013
Skills
Private Equity, Investment Banking, Valuation, Series 79, Series 63, Capital Markets, Financial Modeling, LBO, Mezzanine, Leveraged Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Trinity High School 2003 — 2007
Juan Romera's Bank of America Merrill Lynch Experience July 2013 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Barclays Capital June 2005 - July 2013
Skills
Investment Banking, Hedging, Derivatives, Interest Rate..., Interest Rate Swaps, Interest Rate Risk...
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch July 2013 - Present
Barclays Capital June 2005 - July 2013
Skills
Investment Banking, Hedging, Derivatives, Interest Rate..., Interest Rate Swaps, Interest Rate Risk...
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Economics
Stuart Allan Stuart Allan's Bank of America Merrill Lynch Experience January 2015 - Present
Job Equity Research Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch January 2015 - Present
The Hanover Review September 2010 - May 2014
Standard Chartered Bank June 2013 - September 2013
Bridgewater Associates January 2013 - March 2013
U.S. Chamber of Commerce July 2011 - August 2011
Agnico-Eagle Mines June 2009 - August 2010
Agnico-Eagle Mines June 2008 - July 2008
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Upper Canada College 2004 — 2010
IB Diploma
2015 Level II Candidate in the CFA Program
Kingsway College School
Bank of America Merrill Lynch January 2015 - Present
The Hanover Review September 2010 - May 2014
Standard Chartered Bank June 2013 - September 2013
Bridgewater Associates January 2013 - March 2013
U.S. Chamber of Commerce July 2011 - August 2011
Agnico-Eagle Mines June 2009 - August 2010
Agnico-Eagle Mines June 2008 - July 2008
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Upper Canada College 2004 — 2010
IB Diploma
2015 Level II Candidate in the CFA Program
Kingsway College School
Matthew Pacifici's Bank of America Merrill Lynch Experience May 2015 - Present
Job Summer Analyst Global Treasury Solutions at Bank of America
Industry Higher Education
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America May 2014 - Present
Davidson College August 2012 - Present
Charlotte Hornets October 2013 - June 2014
First Touch Soccer May 2012 - July 2013
Unlimited Performance Training, Inc. 2012 - 2013
Americh Corporation May 2011 - August 2012
Red Ventures January 2009 - August 2010
Skills
Leadership, Spanish, Treasury Management, Financial Analysis, Economics, Data Analysis, Time Management
Education
Davidson College 2012 — 2015
Economics and Spanish Double Major
University of Virginia Study Abroad - Valencia, Spain 2013 — 2013
Economics
Wake Forest University 2011 — 2012
Business
Bank of America Merrill Lynch May 2015 - Present
Bank of America May 2014 - Present
Davidson College August 2012 - Present
Charlotte Hornets October 2013 - June 2014
First Touch Soccer May 2012 - July 2013
Unlimited Performance Training, Inc. 2012 - 2013
Americh Corporation May 2011 - August 2012
Red Ventures January 2009 - August 2010
Skills
Leadership, Spanish, Treasury Management, Financial Analysis, Economics, Data Analysis, Time Management
Education
Davidson College 2012 — 2015
Economics and Spanish Double Major
University of Virginia Study Abroad - Valencia, Spain 2013 — 2013
Economics
Wake Forest University 2011 — 2012
Business
Andrew Snyder, MSE Andrew Snyder, MSE's Bank of America Merrill Lynch Experience June 2009 - August 2011
Job Experienced Technology Manager & Innovative Problem Solver
Industry Information Technology and Services
Experience
ClearBridge Technology Group November 2014 - Present
The Mount Sinai Hospital November 2012 - March 2014
Citi November 2011 - September 2012
Bank of America Merrill Lynch June 2009 - August 2011
HSBC January 2007 - April 2009
McGraw Hill Financial March 2001 - December 2006
Time Warner Inc. May 1998 - March 2001
PSEG August 1997 - May 1998
BD 1996 - August 1997
EY 1996 - 1997
Skills
Software Project..., ITIL Certified, IT Project Management..., German, Executive Management, Strategic Leadership, Organizational..., Information Management, Global Delivery, Incident Management, Incident Analysis, Business Intelligence, International Business, International Management, IT Service Management, IT Management, ITIL, Agile Project Management, Agile, Certified Scrum Master..., Checkpoint, Project Planning, Project Execution, Problem Analysis, Innovative Problem..., Analytics, Requirements Analysis, Requirements Gathering, Full SDLC, Production Support, Enterprise Architecture, Software Engineering, Unix Administration, Unix Shell Scripting, Perl, Awk, VMware Infrastructure, Windows Server 2008, IIS, Apache, Websphere, Website Management, Performance Monitoring, Systems Monitoring, Quality Assurance, SLA, KPI, Balanced Scorecard, Scrum, System Monitoring
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Master's Degree, Executive Master's in Technology Management, MSE
The George Washington University - School of Business 2007 — 2008
Masters Certificate, Information Technology Project Management
New Jersey Institute of Technology 1998 — 2002
Bachelor's Degree, Electrical and Computer Engineering Technology, Bachelor's of Science
Technische Universität München 1988 — 1988
Auditor, Robotics, Computer Science
Congress-Bundestag Exchange Program for Young Professionals 1988 — 1989
Electrical and Electronics Engineering
County College of Morris 1987 — 1991
Associate's Degree, Electrical and Electronics Engineering
Watchung Hills Regional High School 1983 — 1986
High School Diploma, Engineering Prep
ClearBridge Technology Group November 2014 - Present
The Mount Sinai Hospital November 2012 - March 2014
Citi November 2011 - September 2012
Bank of America Merrill Lynch June 2009 - August 2011
HSBC January 2007 - April 2009
McGraw Hill Financial March 2001 - December 2006
Time Warner Inc. May 1998 - March 2001
PSEG August 1997 - May 1998
BD 1996 - August 1997
EY 1996 - 1997
Skills
Software Project..., ITIL Certified, IT Project Management..., German, Executive Management, Strategic Leadership, Organizational..., Information Management, Global Delivery, Incident Management, Incident Analysis, Business Intelligence, International Business, International Management, IT Service Management, IT Management, ITIL, Agile Project Management, Agile, Certified Scrum Master..., Checkpoint, Project Planning, Project Execution, Problem Analysis, Innovative Problem..., Analytics, Requirements Analysis, Requirements Gathering, Full SDLC, Production Support, Enterprise Architecture, Software Engineering, Unix Administration, Unix Shell Scripting, Perl, Awk, VMware Infrastructure, Windows Server 2008, IIS, Apache, Websphere, Website Management, Performance Monitoring, Systems Monitoring, Quality Assurance, SLA, KPI, Balanced Scorecard, Scrum, System Monitoring
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Master's Degree, Executive Master's in Technology Management, MSE
The George Washington University - School of Business 2007 — 2008
Masters Certificate, Information Technology Project Management
New Jersey Institute of Technology 1998 — 2002
Bachelor's Degree, Electrical and Computer Engineering Technology, Bachelor's of Science
Technische Universität München 1988 — 1988
Auditor, Robotics, Computer Science
Congress-Bundestag Exchange Program for Young Professionals 1988 — 1989
Electrical and Electronics Engineering
County College of Morris 1987 — 1991
Associate's Degree, Electrical and Electronics Engineering
Watchung Hills Regional High School 1983 — 1986
High School Diploma, Engineering Prep
Jenny Thapa's Bank of America Merrill Lynch Experience August 2012 - June 2015
Job Associate at Welsh, Carson, Anderson & Stowe
Industry Venture Capital & Private Equity
Experience
Welsh, Carson, Anderson & Stowe July 2015 - Present
Bank of America Merrill Lynch August 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
Education
Dartmouth College 2008 — 2012
Economics, Environmental Studies
United World College-USA 2006 — 2008
International Baccalaureate (IB) Diploma
Budhanilkantha School 1998 — 2006
Welsh, Carson, Anderson & Stowe July 2015 - Present
Bank of America Merrill Lynch August 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
Education
Dartmouth College 2008 — 2012
Economics, Environmental Studies
United World College-USA 2006 — 2008
International Baccalaureate (IB) Diploma
Budhanilkantha School 1998 — 2006
Ryan Elzas Ryan Elzas's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Higher Education
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2008 - July 2012
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Investment Banking, Fixed Income, Corporate Finance, Due Diligence, Emerging Markets, Private Equity, Investments, Hedge Funds, Capital Markets, Bloomberg Terminal, Analysis, Venture Capital, Securities, Microsoft Excel, Data Analysis, Economics, Equity Research, Business Analysis, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder 2004 — 2008
Bachelor of Science (B.S.), Business Administration with an emphasis in Marketing
2015 Level III Candidate in the CFA Program
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2008 - July 2012
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Investment Banking, Fixed Income, Corporate Finance, Due Diligence, Emerging Markets, Private Equity, Investments, Hedge Funds, Capital Markets, Bloomberg Terminal, Analysis, Venture Capital, Securities, Microsoft Excel, Data Analysis, Economics, Equity Research, Business Analysis, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder 2004 — 2008
Bachelor of Science (B.S.), Business Administration with an emphasis in Marketing
2015 Level III Candidate in the CFA Program
Coleman Hubbard's Bank of America Merrill Lynch Experience June 2009 - June 2011
Job Analyst at Barrow, Hanley, Mewhinney & Strauss
Industry Investment Management
Experience
Barrow, Hanley, Mewhinney & Strauss September 2012 - Present
Edgeview Partners June 2011 - July 2012
Bank of America Merrill Lynch June 2009 - June 2011
Education
Davidson College 2005 — 2009
Economics
Woodberry Forest 2001 — 2005
Barrow, Hanley, Mewhinney & Strauss September 2012 - Present
Edgeview Partners June 2011 - July 2012
Bank of America Merrill Lynch June 2009 - June 2011
Education
Davidson College 2005 — 2009
Economics
Woodberry Forest 2001 — 2005
Raymond Wood Raymond Wood's Bank of America Merrill Lynch Experience April 2015 - Present
Job Managing DirectorHead of Global Power & Renewables at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch August 2012 - April 2015
Credit Suisse August 1990 - August 2012
Credit Suisse May 1990 - August 2012
Credit Suisse First Boston January 2000 - January 2008
Credit Suisse First Boston June 1990 - December 1999
Chemical Bank 1984 - 1988
Skills
Valuation, Structured Finance, Capital Raising, Strategy, Project Finance, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Financial Structuring, Mergers, Due Diligence, Leveraged Finance, Finance, Mergers & Acquisitions, Equities, Renewable Energy, Energy, Solar Energy, Emerging Markets, Commodity, Derivatives, Portfolio Management, Investments, Structured Products, Joint Ventures, Hedge Funds, Risk Management, IPO
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, finance
Dartmouth College 1980 — 1984
BA, Government and Asian Studies
Princeton High School 1976 — 1980
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch August 2012 - April 2015
Credit Suisse August 1990 - August 2012
Credit Suisse May 1990 - August 2012
Credit Suisse First Boston January 2000 - January 2008
Credit Suisse First Boston June 1990 - December 1999
Chemical Bank 1984 - 1988
Skills
Valuation, Structured Finance, Capital Raising, Strategy, Project Finance, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Financial Structuring, Mergers, Due Diligence, Leveraged Finance, Finance, Mergers & Acquisitions, Equities, Renewable Energy, Energy, Solar Energy, Emerging Markets, Commodity, Derivatives, Portfolio Management, Investments, Structured Products, Joint Ventures, Hedge Funds, Risk Management, IPO
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, finance
Dartmouth College 1980 — 1984
BA, Government and Asian Studies
Princeton High School 1976 — 1980
Knight Kieffer Knight Kieffer's Bank of America Merrill Lynch Experience April 2008 - July 2011
Job Investment Banking & Capital Markets
Industry Investment Banking
Experience
Fifth Third Bank August 2015 - Present
Regions Securities LLC Regions Financial Corporation October 2011 - August 2015
Bank of America Merrill Lynch April 2008 - July 2011
Banc of America Securities March 2005 - April 2008
Banc of America Securities August 2003 - April 2005
Tucker Anthony May 1999 - July 2001
Congress Financial Corporation July 1996 - May 1999
Skills
Leveraged Finance, Capital Markets, Syndications, Financial Modeling, Debt, Banking, Structuring, Financial Structuring, Investment Banking, Credit, Loans, Corporate Finance, Mergers & Acquisitions, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
University of Vermont 1992 — 1996
BS, Finance
The Nichols School
Fifth Third Bank August 2015 - Present
Regions Securities LLC Regions Financial Corporation October 2011 - August 2015
Bank of America Merrill Lynch April 2008 - July 2011
Banc of America Securities March 2005 - April 2008
Banc of America Securities August 2003 - April 2005
Tucker Anthony May 1999 - July 2001
Congress Financial Corporation July 1996 - May 1999
Skills
Leveraged Finance, Capital Markets, Syndications, Financial Modeling, Debt, Banking, Structuring, Financial Structuring, Investment Banking, Credit, Loans, Corporate Finance, Mergers & Acquisitions, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
University of Vermont 1992 — 1996
BS, Finance
The Nichols School
Rose Yue Wang's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Cyrus Consulting February 2013 - June 2015
Guotai Junan Securities Co., Ltd June 2013 - August 2013
Phillips Academy Economics Team December 2011 - June 2013
Skills
Bloomberg Terminal, FactSet, Stata, Chinese, Mandarin, Economics
Education
Dartmouth College 2013 — 2017
Bachelor's Degree, Economics, 3.98/4.0
Phillips Academy Andover 2010 — 2013
5.7/6.0
Bank of America Merrill Lynch June 2015 - August 2015
Cyrus Consulting February 2013 - June 2015
Guotai Junan Securities Co., Ltd June 2013 - August 2013
Phillips Academy Economics Team December 2011 - June 2013
Skills
Bloomberg Terminal, FactSet, Stata, Chinese, Mandarin, Economics
Education
Dartmouth College 2013 — 2017
Bachelor's Degree, Economics, 3.98/4.0
Phillips Academy Andover 2010 — 2013
5.7/6.0
Peter Chapman's Bank of America Merrill Lynch Experience March 2010 - October 2011
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2012 - Present
Bank of America Merrill Lynch March 2010 - October 2011
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch April 2006 - December 2008
Merrill Lynch January 2001 - March 2006
Merrill Lynch August 1998 - December 2000
General Mills August 1991 - August 1996
Skills
Investment Banking, Equity Capital Markets, Capital Markets, IPO, Asset Management, Initial Public Offerings, Management, Equities, Sales and Trading, Syndication, Secondary Offerings, Block Trading, Real Estate, Managerial Skills, Due Diligence, Private Equity, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (MBA)
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), English Major with focus on Creative Writing
RBC Capital Markets March 2012 - Present
Bank of America Merrill Lynch March 2010 - October 2011
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch April 2006 - December 2008
Merrill Lynch January 2001 - March 2006
Merrill Lynch August 1998 - December 2000
General Mills August 1991 - August 1996
Skills
Investment Banking, Equity Capital Markets, Capital Markets, IPO, Asset Management, Initial Public Offerings, Management, Equities, Sales and Trading, Syndication, Secondary Offerings, Block Trading, Real Estate, Managerial Skills, Due Diligence, Private Equity, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (MBA)
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), English Major with focus on Creative Writing
Catie O'Sullivan's Bank of America Merrill Lynch Experience January 2013 - March 2013
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Rockefeller Center for Public Policy January 2014 - March 2014
Rue La La June 2013 - August 2013
Bank of America Merrill Lynch January 2013 - March 2013
Community Boating, Inc. June 2011 - August 2011
Skills
Leadership, Stata, Analysis, Public Speaking, Communication Skills, Teamwork, Strategic Planning, Public Policy, Problem Solving, Microsoft Excel, PowerPoint, Strategy, Editing
Education
Dartmouth College 2010 — 2014
B.A., Economics, Public Policy
Milton Academy 2004 — 2010
Fidelity Investments July 2014 - Present
Rockefeller Center for Public Policy January 2014 - March 2014
Rue La La June 2013 - August 2013
Bank of America Merrill Lynch January 2013 - March 2013
Community Boating, Inc. June 2011 - August 2011
Skills
Leadership, Stata, Analysis, Public Speaking, Communication Skills, Teamwork, Strategic Planning, Public Policy, Problem Solving, Microsoft Excel, PowerPoint, Strategy, Editing
Education
Dartmouth College 2010 — 2014
B.A., Economics, Public Policy
Milton Academy 2004 — 2010
Conor Goree Conor Goree's Bank of America Merrill Lynch Experience May 2010 - August 2010
Job Infrastructure Consulting Sr. Analyst
Industry Information Technology and Services
Experience
Accenture March 2015 - Present
Deloitte September 2013 - February 2015
Virginia Tech August 2011 - July 2012
Georgia-Pacific LLC January 2011 - August 2011
Student Managed Endowment for Educational Development (SEED) April 2010 - April 2011
Bank of America Merrill Lynch May 2010 - August 2010
Skills
Analysis, Social Media, Matlab, Data Analysis, Research, Aspen Plus, Chemical Engineering, Time Management, Enterprise Architecture, ITIL Certified
Education
Virginia Polytechnic Institute and State University 2008 — 2013
B.S., Chemical Engineering
Technical University of Denmark 2012 — 2012
Accenture March 2015 - Present
Deloitte September 2013 - February 2015
Virginia Tech August 2011 - July 2012
Georgia-Pacific LLC January 2011 - August 2011
Student Managed Endowment for Educational Development (SEED) April 2010 - April 2011
Bank of America Merrill Lynch May 2010 - August 2010
Skills
Analysis, Social Media, Matlab, Data Analysis, Research, Aspen Plus, Chemical Engineering, Time Management, Enterprise Architecture, ITIL Certified
Education
Virginia Polytechnic Institute and State University 2008 — 2013
B.S., Chemical Engineering
Technical University of Denmark 2012 — 2012
Andrew Edelman's Bank of America Merrill Lynch Experience August 2009 - August 2010
Job Management Associate, Rotational Leadership Program at Box
Industry Internet
Experience
Box July 2015 - Present
Narrative Science December 2014 - January 2015
Google June 2014 - September 2014
Vintage Stories July 2013 - August 2013
Corrum Capital Management LLC September 2010 - June 2013
Bank of America Merrill Lynch August 2009 - August 2010
Bank of America Merrill Lynch June 2007 - July 2009
Davidson College January 2006 - December 2006
Bank of America Merrill Lynch June 2006 - August 2006
Coastal Lumber Company June 2005 - August 2005
Skills
Financial Modeling, Strategy, Due Diligence, Business Development, Financial Analysis, Data Analysis, Entrepreneurship, Project Management, Corporate Development, Sales Management, Investments, Mergers & Acquisitions, Microsoft Excel, Valuation, Finance, Capital Markets, Leveraged Finance, Market Research, Investment Banking, Private Equity, Secondaries, Venture Capital, Digital Marketing
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management, Entrepreneurship, Managerial & Organizational Behavior, High Honors (Top 5%)
Davidson College 2003 — 2007
Bachelor of Arts, Economics, Applied Mathematics
Box July 2015 - Present
Narrative Science December 2014 - January 2015
Google June 2014 - September 2014
Vintage Stories July 2013 - August 2013
Corrum Capital Management LLC September 2010 - June 2013
Bank of America Merrill Lynch August 2009 - August 2010
Bank of America Merrill Lynch June 2007 - July 2009
Davidson College January 2006 - December 2006
Bank of America Merrill Lynch June 2006 - August 2006
Coastal Lumber Company June 2005 - August 2005
Skills
Financial Modeling, Strategy, Due Diligence, Business Development, Financial Analysis, Data Analysis, Entrepreneurship, Project Management, Corporate Development, Sales Management, Investments, Mergers & Acquisitions, Microsoft Excel, Valuation, Finance, Capital Markets, Leveraged Finance, Market Research, Investment Banking, Private Equity, Secondaries, Venture Capital, Digital Marketing
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management, Entrepreneurship, Managerial & Organizational Behavior, High Honors (Top 5%)
Davidson College 2003 — 2007
Bachelor of Arts, Economics, Applied Mathematics
Yvonne Wang's Bank of America Merrill Lynch Experience September 2008 - May 2010
Job Head of Business Process Management at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2010 - Present
Bank of America Merrill Lynch September 2008 - May 2010
Merrill Lynch June 2007 - September 2008
Pfizer November 2003 - June 2007
Hewlett-Packard June 1997 - June 2003
Skills
Banking, Business Analysis, Risk Management, Investment Banking, Derivatives, Fixed Income, SDLC, Stakeholder Management, PMO, Project Delivery, Project Portfolio..., Capital Markets, Equities, Project Management
Education
Cornell University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
Credit Suisse June 2010 - Present
Bank of America Merrill Lynch September 2008 - May 2010
Merrill Lynch June 2007 - September 2008
Pfizer November 2003 - June 2007
Hewlett-Packard June 1997 - June 2003
Skills
Banking, Business Analysis, Risk Management, Investment Banking, Derivatives, Fixed Income, SDLC, Stakeholder Management, PMO, Project Delivery, Project Portfolio..., Capital Markets, Equities, Project Management
Education
Cornell University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
Mary Wysocki Mary Wysocki's Bank of America Merrill Lynch Experience September 2000 - June 2012
Job Happily Retired
Industry Banking
Experience
Bank of America September 2000 - September 2013
Bank of America Merrill Lynch September 2000 - June 2012
NBD Bank June 1990 - September 2000
Skills
Treasury Management, Commercial Banking, Cash Management, Team Leadership, Volunteering, Community Outreach, Diversity & Inclusion, Sales Management, Relationship Management, Leadership, Treasury Services, Treasury, Banking, Working Capital..., Financial Services
Education
Davenport University
B.B.A., Management
Bank of America September 2000 - September 2013
Bank of America Merrill Lynch September 2000 - June 2012
NBD Bank June 1990 - September 2000
Skills
Treasury Management, Commercial Banking, Cash Management, Team Leadership, Volunteering, Community Outreach, Diversity & Inclusion, Sales Management, Relationship Management, Leadership, Treasury Services, Treasury, Banking, Working Capital..., Financial Services
Education
Davenport University
B.B.A., Management
Kristina Lee's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley January 2013 - March 2013
Business Development Asia June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Capital IQ, Equity Capital Markets, Bloomberg, Corporate Finance
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Psychology
Milton Academy 2006 — 2010
High School
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley January 2013 - March 2013
Business Development Asia June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Capital IQ, Equity Capital Markets, Bloomberg, Corporate Finance
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Psychology
Milton Academy 2006 — 2010
High School
Daniel O'Connor Daniel O'Connor's Bank of America Merrill Lynch Experience June 1983 - June 2012
Job Managing Director at Santander
Industry Banking
Experience
Santander July 2012 - Present
Bank of America Merrill Lynch June 1983 - June 2012
Skills
Structured Finance, Investment Banking, Management, Wealth Management, Investments, Capital Markets, Derivatives, Valuation, Corporate Finance, Financial Modeling, Middle Market, Private Equity, Portfolio Management, Fixed Income, Series 7
Education
Temple University 1979 — 1983
Master of Business Administration (MBA), Finance, General
Dartmouth College 1974 — 1978
AB, Classics and Classical Languages, Literatures, and Linguistics
Santander July 2012 - Present
Bank of America Merrill Lynch June 1983 - June 2012
Skills
Structured Finance, Investment Banking, Management, Wealth Management, Investments, Capital Markets, Derivatives, Valuation, Corporate Finance, Financial Modeling, Middle Market, Private Equity, Portfolio Management, Fixed Income, Series 7
Education
Temple University 1979 — 1983
Master of Business Administration (MBA), Finance, General
Dartmouth College 1974 — 1978
AB, Classics and Classical Languages, Literatures, and Linguistics
Dhruv Lilaramani Dhruv Lilaramani's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Associate, Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2009 - July 2012
Infosys August 2007 - July 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Thadomal Shahani Engineering College (TSEC), Mumbai University 2003 — 2007
Bachelor of Engineering, Computer Science
Bank of America Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2009 - July 2012
Infosys August 2007 - July 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Thadomal Shahani Engineering College (TSEC), Mumbai University 2003 — 2007
Bachelor of Engineering, Computer Science
David Valentiner, CFA's Bank of America Merrill Lynch Experience February 2007 - September 2010
Job CEO, TinkBird Healthcare Staffing South Carolina at TinkBird Healthcare Staffing
Industry Information Technology and Services
Experience
TinkBird Healthcare Staffing August 2015 - Present
Boardroom Insiders January 2015 - August 2015
Fifth Third Capital Markets November 2010 - November 2014
Bank of America Merrill Lynch February 2007 - September 2010
Sovereign Bank 2003 - 2006
Banc of America Securities 1997 - 2000
Signet Bank 1996 - 1997
Skills
Corporate Finance, Valuation, Derivatives, Commodity, Fixed Income, Mergers & Acquisitions, Trading, Investment Banking, Credit, Hedging, Analysis, Financial Modeling, Energy
Education
Davidson College 1992 — 1996
Political Science
TinkBird Healthcare Staffing August 2015 - Present
Boardroom Insiders January 2015 - August 2015
Fifth Third Capital Markets November 2010 - November 2014
Bank of America Merrill Lynch February 2007 - September 2010
Sovereign Bank 2003 - 2006
Banc of America Securities 1997 - 2000
Signet Bank 1996 - 1997
Skills
Corporate Finance, Valuation, Derivatives, Commodity, Fixed Income, Mergers & Acquisitions, Trading, Investment Banking, Credit, Hedging, Analysis, Financial Modeling, Energy
Education
Davidson College 1992 — 1996
Political Science
Tyler Williams's Bank of America Merrill Lynch Experience July 2011 - 2013
Job RE Private Equity at Guggenheim
Industry Real Estate
Experience
Guggenheim Partners 2013 - Present
Bank of America Merrill Lynch July 2011 - 2013
Westport Capital Partners LLC May 2009 - August 2009
TriMont Real Estate Advisors March 2006 - August 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Corporate Finance & Investment Banking, 4.0
Cornell University - Baker Program in Real Estate 2008 — 2011
Master of Professional Studies in Real Estate, 4.0
University of Georgia - Terry College of Business 2001 — 2005
BBA, Finance and Real Estate, 4.0
Guggenheim Partners 2013 - Present
Bank of America Merrill Lynch July 2011 - 2013
Westport Capital Partners LLC May 2009 - August 2009
TriMont Real Estate Advisors March 2006 - August 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Corporate Finance & Investment Banking, 4.0
Cornell University - Baker Program in Real Estate 2008 — 2011
Master of Professional Studies in Real Estate, 4.0
University of Georgia - Terry College of Business 2001 — 2005
BBA, Finance and Real Estate, 4.0
Chuck Battey Chuck Battey's Bank of America Merrill Lynch Experience 2010 - 2013
Job business development at SCD Probiotics, LLC
Industry Executive Office
Experience
SCD Probiotics, LLC May 2014 - Present
Bank of America Merrill Lynch 2010 - 2013
Premier Retail Networks 2006 - 2007
InStadium 2005 - 2007
National Cinema Network 1998 - 2004
Sprint PCS 1994 - 1997
Opportunity International 1989 - 1991
General Mills, Inc. 1984 - 1989
Kidder Peabody & Co. 1981 - 1983
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Dartmouth College 1977 — 1981
BA, Economics
Shawnee Mission East
SCD Probiotics, LLC May 2014 - Present
Bank of America Merrill Lynch 2010 - 2013
Premier Retail Networks 2006 - 2007
InStadium 2005 - 2007
National Cinema Network 1998 - 2004
Sprint PCS 1994 - 1997
Opportunity International 1989 - 1991
General Mills, Inc. 1984 - 1989
Kidder Peabody & Co. 1981 - 1983
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Dartmouth College 1977 — 1981
BA, Economics
Shawnee Mission East
Goodwill Batalingaya Goodwill Batalingaya's Bank of America Merrill Lynch Experience April 2015 - April 2015
Job Undergraduate Senior at Dartmouth College
Industry Management Consulting
Experience
Brown Brothers Harriman & Co. June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
J.P. Morgan Asset Management December 2014 - December 2014
OTR Global August 2014 - December 2014
Dartmouth Academic Skills Center November 2013 - December 2013
Columbia University School of Continuing Education June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing
Potomac Senior High School 2008 — 2012
High School Diploma, Summa Cum Laude
Brown Brothers Harriman & Co. June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
J.P. Morgan Asset Management December 2014 - December 2014
OTR Global August 2014 - December 2014
Dartmouth Academic Skills Center November 2013 - December 2013
Columbia University School of Continuing Education June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing
Potomac Senior High School 2008 — 2012
High School Diploma, Summa Cum Laude
Ashton Colaianni's Bank of America Merrill Lynch Experience July 2015 - Present
Job Associate, Corporate Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America May 2013 - Present
Bank of America June 2011 - May 2013
Skills
Financial Risk, Risk Management, Research, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Financial Analysis, Financial Modeling, Analysis, Banking, Data Analysis, Valuation
Education
Davidson College 2007 — 2011
BS, Psychology
Bank of America Merrill Lynch July 2015 - Present
Bank of America May 2013 - Present
Bank of America June 2011 - May 2013
Skills
Financial Risk, Risk Management, Research, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Financial Analysis, Financial Modeling, Analysis, Banking, Data Analysis, Valuation
Education
Davidson College 2007 — 2011
BS, Psychology
Debojit Nayak Debojit Nayak's Bank of America Merrill Lynch Experience January 2012 - July 2015
Job MBA Candidate at Johnson School of Management
Industry Banking
Experience
Bank of America Merrill Lynch January 2012 - July 2015
Bank of America Merrill Lynch July 2010 - January 2012
Northrop Grumman Corporation May 2009 - August 2009
University of Maryland Baltimore County May 2007 - August 2007
PowerSoft Technologies LLC June 2006 - August 2006
Sport&Health September 2005 - June 2006
Skills
Asset Management, Portfolio Management, Equity Research, Financial Modeling, Capital Markets, Hedge Funds, Data Analysis, Research, Business Analysis, Electronic Trading, SQL, C++, Unix, Microsoft Office, SDLC, Agile Methodologies, Business Development, Java, Python, C, Requirements Gathering, Oracle, Perl, Management, Program Management, Testing, Requirements Analysis, Linux, Private Equity
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Electrical and Electronics Engineering
Langley High School 2002 — 2006
Bank of America Merrill Lynch January 2012 - July 2015
Bank of America Merrill Lynch July 2010 - January 2012
Northrop Grumman Corporation May 2009 - August 2009
University of Maryland Baltimore County May 2007 - August 2007
PowerSoft Technologies LLC June 2006 - August 2006
Sport&Health September 2005 - June 2006
Skills
Asset Management, Portfolio Management, Equity Research, Financial Modeling, Capital Markets, Hedge Funds, Data Analysis, Research, Business Analysis, Electronic Trading, SQL, C++, Unix, Microsoft Office, SDLC, Agile Methodologies, Business Development, Java, Python, C, Requirements Gathering, Oracle, Perl, Management, Program Management, Testing, Requirements Analysis, Linux, Private Equity
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Electrical and Electronics Engineering
Langley High School 2002 — 2006
Joseph Wang Joseph Wang's Bank of America Merrill Lynch Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
AGC Partners September 2014 - November 2014
Hermes Capital Advisors, LLC March 2014 - June 2014
Skills
Investment Banking, Valuation, Competitive Analysis, Leadership, Critical Thinking, Public Speaking, Analysis, Project Management, Finance, Teamwork
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics modified with Mathematics, Rufus Choate Scholar 2014-2015 (Top 5% of Class)
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
AGC Partners September 2014 - November 2014
Hermes Capital Advisors, LLC March 2014 - June 2014
Skills
Investment Banking, Valuation, Competitive Analysis, Leadership, Critical Thinking, Public Speaking, Analysis, Project Management, Finance, Teamwork
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics modified with Mathematics, Rufus Choate Scholar 2014-2015 (Top 5% of Class)
Christopher Dancy Christopher Dancy's Bank of America Merrill Lynch Experience April 2011 - June 2011
Job Senior Investment Analyst at Ryze
Industry Venture Capital & Private Equity
Experience
Ryze Capital Partners September 2014 - Present
Favor April 2011 - Present
Culver Capital Group July 2013 - July 2014
Luminus Management LLC October 2011 - December 2011
Bank of America Merrill Lynch April 2011 - June 2011
Burningham Business Law April 2010 - August 2010
Skills
Valuation, Investments, Investment Banking, Due Diligence, Market Research, Private Equity, Corporate Finance, Portfolio Management, Hedge Funds, Analysis, Quantitative Analytics, Financial Modeling, Equities, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Finance, Mergers & Acquisitions
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Graduate
Winter Sports High School 2003 — 2006
Ryze Capital Partners September 2014 - Present
Favor April 2011 - Present
Culver Capital Group July 2013 - July 2014
Luminus Management LLC October 2011 - December 2011
Bank of America Merrill Lynch April 2011 - June 2011
Burningham Business Law April 2010 - August 2010
Skills
Valuation, Investments, Investment Banking, Due Diligence, Market Research, Private Equity, Corporate Finance, Portfolio Management, Hedge Funds, Analysis, Quantitative Analytics, Financial Modeling, Equities, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Finance, Mergers & Acquisitions
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Graduate
Winter Sports High School 2003 — 2006
Jason J. Kim's Bank of America Merrill Lynch Experience January 2011 - May 2011
Job Experienced Associate IT Advisory Services at KPMG
Industry Information Technology and Services
Experience
KPMG August 2013 - Present
KPMG US September 2012 - May 2013
KPMG US June 2012 - August 2012
Global Business Brigades September 2011 - May 2012
Wedbush Bank May 2011 - August 2011
Northwestern Mutual May 2011 - July 2011
Bank of America Merrill Lynch January 2011 - May 2011
Skills
Microsoft Office, Business Strategy, PowerPoint, Excel, Word, Visio, JMP, Lotus Notes, IT Audit, Sarbanes-Oxley Act, Data Analysis
Education
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, Business Intelligence
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Information Operations Management, Management Consulting
KPMG August 2013 - Present
KPMG US September 2012 - May 2013
KPMG US June 2012 - August 2012
Global Business Brigades September 2011 - May 2012
Wedbush Bank May 2011 - August 2011
Northwestern Mutual May 2011 - July 2011
Bank of America Merrill Lynch January 2011 - May 2011
Skills
Microsoft Office, Business Strategy, PowerPoint, Excel, Word, Visio, JMP, Lotus Notes, IT Audit, Sarbanes-Oxley Act, Data Analysis
Education
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, Business Intelligence
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Information Operations Management, Management Consulting
Alan Han Alan Han's Bank of America Merrill Lynch Experience 2007 - 2009
Job Managed Markets Launch Strategy at Genentech
Industry Biotechnology
Experience
Genentech 2015 - Present
Genentech 2014 - 2015
Genentech 2013 - 2013
Trinity Partners 2009 - 2012
Trinity Partners 2009 - 2011
Bank of America Merrill Lynch 2007 - 2009
Skills
Investment Banking, Management Consulting, Strategy, Healthcare, Marketing, Start-ups, Competitive Analysis, Financial Analysis, Analytics
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Healthcare Management
University of Pennsylvania 2012 — 2014
Master of Science (M.Sc.), Biotechnology
Dartmouth College 2004 — 2008
AB, Economics
University of Oxford 2006 — 2006
Study Abroad, Economics and Business Strategy
Genentech 2015 - Present
Genentech 2014 - 2015
Genentech 2013 - 2013
Trinity Partners 2009 - 2012
Trinity Partners 2009 - 2011
Bank of America Merrill Lynch 2007 - 2009
Skills
Investment Banking, Management Consulting, Strategy, Healthcare, Marketing, Start-ups, Competitive Analysis, Financial Analysis, Analytics
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Healthcare Management
University of Pennsylvania 2012 — 2014
Master of Science (M.Sc.), Biotechnology
Dartmouth College 2004 — 2008
AB, Economics
University of Oxford 2006 — 2006
Study Abroad, Economics and Business Strategy
ROBERT FIERRO's Bank of America Merrill Lynch Experience December 2009 - July 2015
Job Customer Development Manager at Onfleet
Industry Logistics and Supply Chain
Experience
Onfleet July 2015 - Present
Bank of America Merrill Lynch December 2009 - July 2015
YMCA of San Francisco January 2011 - January 2015
Brookline Bank April 2008 - December 2009
Brookline Bank April 2007 - April 2008
singingbush.com 1999 - 2000
Chapdelaine & Co. June 1998 - January 1999
Skills
Business Relationship..., Building Relationships, Business Strategy, Business Analysis, Mergers & Acquisitions, Analysis, Budgets, Business Development, Banking, Due Diligence, Product Management, Marketing, Project Management, Portfolio Management, Cross-functional Team..., Business Planning, P&L Management, Operations Management, Start-ups, Loans, Time Management, Team Building, Corporate Finance, Accounting, Teamwork, CRM, Financial Analysis, Leadership, Sales Management, Entrepreneurship, Management, Competitive Analysis, Valuation, Vendor Management, Financial Services, Management Consulting, Strategy, Auditing, Credit, Retail Banking
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
Master of Business Administration (M.B.A.)
Northeastern University 1996 — 2002
Bachelor of Business Administration, Finance
Onfleet July 2015 - Present
Bank of America Merrill Lynch December 2009 - July 2015
YMCA of San Francisco January 2011 - January 2015
Brookline Bank April 2008 - December 2009
Brookline Bank April 2007 - April 2008
singingbush.com 1999 - 2000
Chapdelaine & Co. June 1998 - January 1999
Skills
Business Relationship..., Building Relationships, Business Strategy, Business Analysis, Mergers & Acquisitions, Analysis, Budgets, Business Development, Banking, Due Diligence, Product Management, Marketing, Project Management, Portfolio Management, Cross-functional Team..., Business Planning, P&L Management, Operations Management, Start-ups, Loans, Time Management, Team Building, Corporate Finance, Accounting, Teamwork, CRM, Financial Analysis, Leadership, Sales Management, Entrepreneurship, Management, Competitive Analysis, Valuation, Vendor Management, Financial Services, Management Consulting, Strategy, Auditing, Credit, Retail Banking
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
Master of Business Administration (M.B.A.)
Northeastern University 1996 — 2002
Bachelor of Business Administration, Finance
Ari Gayer Ari Gayer's Bank of America Merrill Lynch Experience July 2009 - June 2011
Job Acquisition Marketing at Jack Erwin
Industry Consumer Goods
Experience
Jack Erwin May 2015 - Present
PetFlow.com June 2014 - August 2014
AEA Investors LP August 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Skills
Valuation, Private Equity, LBO, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Bloomberg, Financial Analysis, Capital Markets, Financial Advisory, Corporate Development, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Alternative Investments, Capital IQ, DCF, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurial Management
Dartmouth College 2005 — 2009
Bachelor of Arts, Economics & Psychology, Cum Laude
Jack Erwin May 2015 - Present
PetFlow.com June 2014 - August 2014
AEA Investors LP August 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Skills
Valuation, Private Equity, LBO, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Bloomberg, Financial Analysis, Capital Markets, Financial Advisory, Corporate Development, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Alternative Investments, Capital IQ, DCF, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurial Management
Dartmouth College 2005 — 2009
Bachelor of Arts, Economics & Psychology, Cum Laude
Pallavi Nambiar Pallavi Nambiar's Bank of America Merrill Lynch Experience August 2009 - January 2011
Job Business Development at SY Partners
Industry Investment Management
Experience
SY Partners May 2015 - Present
Sage Consulting Group LLC August 2013 - Present
Nomura Securities February 2011 - May 2013
Bank of America Merrill Lynch August 2009 - January 2011
Global Equities, Commission Management Group July 2006 - August 2009
Bank of America September 2004 - July 2006
American Express Financial Advisors, Inc April 2003 - August 2004
Franklin Templeton March 2001 - January 2002
Franklin Templeton Resources, Inc January 1997 - January 2000
Skills
Strategy, Start-ups, Due Diligence, Operational Due..., Mutual Funds, Six Sigma, Product Innovation, Market Research, Program Management, Competitive Analysis, Equities, Capital Markets, Series 7, Finance, Fixed Income, Asset Allocation, Financial Services, Banking, Hedge Funds, Securities, Investment Policy..., Non-profit Board..., Asset Management, Alternative Investments, Business Strategy Design, Product Management, Project Management, Business Analysis, Management, Change Management, Business Strategy, Strategic Partnerships, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Illinois Wesleyan University 1992 — 1996
B.A, Business Administration and Economics
SY Partners May 2015 - Present
Sage Consulting Group LLC August 2013 - Present
Nomura Securities February 2011 - May 2013
Bank of America Merrill Lynch August 2009 - January 2011
Global Equities, Commission Management Group July 2006 - August 2009
Bank of America September 2004 - July 2006
American Express Financial Advisors, Inc April 2003 - August 2004
Franklin Templeton March 2001 - January 2002
Franklin Templeton Resources, Inc January 1997 - January 2000
Skills
Strategy, Start-ups, Due Diligence, Operational Due..., Mutual Funds, Six Sigma, Product Innovation, Market Research, Program Management, Competitive Analysis, Equities, Capital Markets, Series 7, Finance, Fixed Income, Asset Allocation, Financial Services, Banking, Hedge Funds, Securities, Investment Policy..., Non-profit Board..., Asset Management, Alternative Investments, Business Strategy Design, Product Management, Project Management, Business Analysis, Management, Change Management, Business Strategy, Strategic Partnerships, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Illinois Wesleyan University 1992 — 1996
B.A, Business Administration and Economics
Donal Mahoney's Bank of America Merrill Lynch Experience May 2015 - Present
Job Student at Davidson College
Industry
Experience
MediaCrossing Inc. May 2015 - Present
Bank of America Merrill Lynch May 2015 - Present
AUGMATE June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Editing, Economics, Photoshop, Windows
Education
Davidson College 2014 — 2018
Regis High School 2010 — 2014
MediaCrossing Inc. May 2015 - Present
Bank of America Merrill Lynch May 2015 - Present
AUGMATE June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Editing, Economics, Photoshop, Windows
Education
Davidson College 2014 — 2018
Regis High School 2010 — 2014
Christina Clemmons Christina Clemmons's Bank of America Merrill Lynch Experience June 2012 - Present
Job SVP, Preferred National Sales and Partnerships, Preferred Banking and Merrill Edge at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
Bank of America March 2011 - June 2012
Bank of America June 2010 - March 2011
Bank of America August 2008 - June 2010
Bank of America December 2006 - August 2008
Bank of America January 2006 - December 2006
Bank of America July 2005 - January 2006
Bank of America January 1995 - July 2005
Skills
Loans, Retail Banking, Banking, Sales Management, Coaching, Financial Services, Risk Management, Sales, Strategy, Relationship Management, Commercial Banking, Customer Experience, Portfolio Management, Credit Analysis, Credit
Education
Dallas Baptist University 1993 — 1998
Bachelor of Arts, Education
Bank of America Merrill Lynch June 2012 - Present
Bank of America March 2011 - June 2012
Bank of America June 2010 - March 2011
Bank of America August 2008 - June 2010
Bank of America December 2006 - August 2008
Bank of America January 2006 - December 2006
Bank of America July 2005 - January 2006
Bank of America January 1995 - July 2005
Skills
Loans, Retail Banking, Banking, Sales Management, Coaching, Financial Services, Risk Management, Sales, Strategy, Relationship Management, Commercial Banking, Customer Experience, Portfolio Management, Credit Analysis, Credit
Education
Dallas Baptist University 1993 — 1998
Bachelor of Arts, Education
Darryl F. Vance, PMP's Bank of America Merrill Lynch Experience 2008 - 2010
Job Project Manager at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. 2013 - Present
North Texas Real Estate Solutions Group, LLC 2010 - Present
Santander Consumer USA Inc. 2013 - 2014
Novation 2012 - 2013
Bank of America 2008 - 2012
Bank of America Merrill Lynch 2008 - 2010
Titan Services 2006 - 2008
First American Title 2004 - 2006
Xerox 2002 - 2004
Skills
Financial Analysis, Project Coordination, Program Management, Leadership, Business Process..., Accounting, Visio, Project Management, Business Intelligence, Management, Risk Management, Financial Reporting, Cross-functional Team..., Requirements Analysis, Change Management, Entrepreneurship, Data Analysis, Quality Assurance, Six Sigma, Agile Methodologies, Agile Project Management, Analysis, Vendor Management, Software Documentation, SharePoint, Business Analysis, Process Improvement, Access
Education
Dallas Baptist University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/ Entrepreneurial Studies
Dallas Baptist University
BBS, Management Information systems
Santander Consumer USA Inc. 2013 - Present
North Texas Real Estate Solutions Group, LLC 2010 - Present
Santander Consumer USA Inc. 2013 - 2014
Novation 2012 - 2013
Bank of America 2008 - 2012
Bank of America Merrill Lynch 2008 - 2010
Titan Services 2006 - 2008
First American Title 2004 - 2006
Xerox 2002 - 2004
Skills
Financial Analysis, Project Coordination, Program Management, Leadership, Business Process..., Accounting, Visio, Project Management, Business Intelligence, Management, Risk Management, Financial Reporting, Cross-functional Team..., Requirements Analysis, Change Management, Entrepreneurship, Data Analysis, Quality Assurance, Six Sigma, Agile Methodologies, Agile Project Management, Analysis, Vendor Management, Software Documentation, SharePoint, Business Analysis, Process Improvement, Access
Education
Dallas Baptist University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/ Entrepreneurial Studies
Dallas Baptist University
BBS, Management Information systems
Erin Fleischli Erin Fleischli's Bank of America Merrill Lynch Experience June 2011 - September 2011
Job Digital Media Consultant at Dextro (dextro.co)
Industry Internet
Experience
Dextro (dextro.co) April 2015 - Present
Turn July 2012 - August 2014
Bank of America Merrill Lynch June 2011 - September 2011
Gridley & Company LLC January 2011 - March 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Environmental Studies
Oxford University 2010 — 2010
Study Abroad, Economics
Dextro (dextro.co) April 2015 - Present
Turn July 2012 - August 2014
Bank of America Merrill Lynch June 2011 - September 2011
Gridley & Company LLC January 2011 - March 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Environmental Studies
Oxford University 2010 — 2010
Study Abroad, Economics
Brian Orlando Brian Orlando's Bank of America Merrill Lynch Experience September 2015 - Present
Job Senior Vice President Oil and Gas Group, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
UBS December 2011 - September 2015
J.P. Morgan December 2006 - December 2011
KPMG US February 2005 - December 2006
Skills
Investment Banking, Corporate Finance, Portfolio Management, Structured Finance, Capital Markets, Strategic Planning, Mergers, Business Acquisition..., Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Business Valuation, Credit Risk, Financial Risk, Financial Accounting, Private Equity, Capital Raising, Public Companies
Education
The University of Texas at Dallas 2004 — 2007
Master's degree, Accounting
Creighton University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch September 2015 - Present
UBS December 2011 - September 2015
J.P. Morgan December 2006 - December 2011
KPMG US February 2005 - December 2006
Skills
Investment Banking, Corporate Finance, Portfolio Management, Structured Finance, Capital Markets, Strategic Planning, Mergers, Business Acquisition..., Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Business Valuation, Credit Risk, Financial Risk, Financial Accounting, Private Equity, Capital Raising, Public Companies
Education
The University of Texas at Dallas 2004 — 2007
Master's degree, Accounting
Creighton University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Calvin Coleman Calvin Coleman's Bank of America Merrill Lynch Experience June 2015 - Present
Job Treasury Services Senior Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Evans Bank August 2014 - March 2015
M&T Bank July 2012 - January 2014
HSBC September 2010 - July 2012
HSBC Retail Banking and Wealth Management January 2008 - September 2010
Skills
Consultative Selling, International Business, Relationship Management, Business Analysis, Sales Presentations, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Management, Process Improvement, Windows, Outlook, English, New Business Development, Prospecting Skills, Market Research, Direct Marketing, Direct Mail, Account Management, Pre-sales, Sales Management, Microsoft Office, Project Management, Loans, Insurance, Analysis, Banking, CRM, Strategy, Investments
Education
D'Youville College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Bank of America Merrill Lynch June 2015 - Present
Evans Bank August 2014 - March 2015
M&T Bank July 2012 - January 2014
HSBC September 2010 - July 2012
HSBC Retail Banking and Wealth Management January 2008 - September 2010
Skills
Consultative Selling, International Business, Relationship Management, Business Analysis, Sales Presentations, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Management, Process Improvement, Windows, Outlook, English, New Business Development, Prospecting Skills, Market Research, Direct Marketing, Direct Mail, Account Management, Pre-sales, Sales Management, Microsoft Office, Project Management, Loans, Insurance, Analysis, Banking, CRM, Strategy, Investments
Education
D'Youville College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Alicia M. Frank Alicia M. Frank's Bank of America Merrill Lynch Experience July 2015 - Present
Job Associate in Global Corporate Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch January 2015 - July 2015
Bank of America Merrill Lynch July 2013 - January 2015
Bank of America Merrill Lynch June 2011 - June 2013
Davidson Farmer's Market January 2010 - May 2011
Davidson College January 2010 - January 2011
Bank of America May 2010 - August 2010
LPL Financial October 2008 - January 2010
Davidson College June 2009 - August 2009
Commercial Defeasance June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Statistics, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Economics, Research, Strategy, Bloomberg, Public Speaking, Stata, Spanish, ArcGIS, CPTexcel, MLxport, PARS, Everest, Navigator, Regulatory Capital, PitchBook
Education
Davidson College 2007 — 2011
Bachelors of Arts, cum laude, Economics Major, Concentration in International Studies, 3.64
Walt Whitman High School 2003 — 2007
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch January 2015 - July 2015
Bank of America Merrill Lynch July 2013 - January 2015
Bank of America Merrill Lynch June 2011 - June 2013
Davidson Farmer's Market January 2010 - May 2011
Davidson College January 2010 - January 2011
Bank of America May 2010 - August 2010
LPL Financial October 2008 - January 2010
Davidson College June 2009 - August 2009
Commercial Defeasance June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Statistics, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Economics, Research, Strategy, Bloomberg, Public Speaking, Stata, Spanish, ArcGIS, CPTexcel, MLxport, PARS, Everest, Navigator, Regulatory Capital, PitchBook
Education
Davidson College 2007 — 2011
Bachelors of Arts, cum laude, Economics Major, Concentration in International Studies, 3.64
Walt Whitman High School 2003 — 2007
La Veria Baker La Veria Baker's Bank of America Merrill Lynch Experience November 2014 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Wells Fargo September 2008 - April 2014
Wells Fargo January 2008 - September 2008
Citi June 2006 - September 2006
AT&T February 2000 - July 2005
Skills
Risk Management, Financial Modeling, Finance, Business Strategy, Start-ups, Due Diligence, Project Management, Strategy, Valuation, Credit, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Credit Risk, Management, Capital Markets, Real Estate, Loans, Forecasting, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, MBA Student
Georgia Institute of Technology
BEE, Electrical Engineering
Bank of America Merrill Lynch November 2014 - Present
Wells Fargo September 2008 - April 2014
Wells Fargo January 2008 - September 2008
Citi June 2006 - September 2006
AT&T February 2000 - July 2005
Skills
Risk Management, Financial Modeling, Finance, Business Strategy, Start-ups, Due Diligence, Project Management, Strategy, Valuation, Credit, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Credit Risk, Management, Capital Markets, Real Estate, Loans, Forecasting, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, MBA Student
Georgia Institute of Technology
BEE, Electrical Engineering
Cacey Tang Cacey Tang's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job Associate at Great Hill Partners
Industry Venture Capital & Private Equity
Experience
Great Hill Partners August 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
KPMG Advisory (China) March 2010 - May 2010
Education
Dartmouth College 2007 — 2011
B.A., Economics, Mathematics
University of Oxford 2010 — 2010
Economics
Great Hill Partners August 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
KPMG Advisory (China) March 2010 - May 2010
Education
Dartmouth College 2007 — 2011
B.A., Economics, Mathematics
University of Oxford 2010 — 2010
Economics
Beth Reed Pricoli's Bank of America Merrill Lynch Experience August 2015 - Present
Job Equity Research at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
ConvergEx Group June 2009 - June 2014
Pequot Capital 2007 - 2009
Fox News Channel 2006 - 2007
CIBC World Markets 2006 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Fixed Income, Trading Systems, Electronic Trading, Hedge Funds, Series 63, Asset Management, Financial Modeling, Trading, Portfolio Management, Securities, Derivatives, Business Analysis, Financial Services, Financial Analysis, Equity Research, Options, Financial Markets, Emerging Markets, Equity Trading, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2002 — 2005
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
ConvergEx Group June 2009 - June 2014
Pequot Capital 2007 - 2009
Fox News Channel 2006 - 2007
CIBC World Markets 2006 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Fixed Income, Trading Systems, Electronic Trading, Hedge Funds, Series 63, Asset Management, Financial Modeling, Trading, Portfolio Management, Securities, Derivatives, Business Analysis, Financial Services, Financial Analysis, Equity Research, Options, Financial Markets, Emerging Markets, Equity Trading, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2002 — 2005
Bachelor of Science (BS), Finance
Shuo Zheng's Bank of America Merrill Lynch Experience January 2014 - March 2014
Job Forward Deployed Engineer at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies July 2015 - Present
Palantir Technologies June 2014 - August 2014
Bank of America Merrill Lynch January 2014 - March 2014
Focus Acquisition Partners September 2013 - November 2013
Skills
Python, Java, Financial Modeling, C, JavaScript, CoffeeScript, Ruby, Ruby on Rails, jQuery, Backbone.js, Marionette.js, Handlebars.js, VBA, HTML, CSS, LESS, Mandarin Chinese, Regular Expressions, Functional Programming, Machine Learning, Bayesian Methods, Public Speaking, Microsoft Office
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
East Richland High School 2007 — 2011
Valedictorian
Palantir Technologies July 2015 - Present
Palantir Technologies June 2014 - August 2014
Bank of America Merrill Lynch January 2014 - March 2014
Focus Acquisition Partners September 2013 - November 2013
Skills
Python, Java, Financial Modeling, C, JavaScript, CoffeeScript, Ruby, Ruby on Rails, jQuery, Backbone.js, Marionette.js, Handlebars.js, VBA, HTML, CSS, LESS, Mandarin Chinese, Regular Expressions, Functional Programming, Machine Learning, Bayesian Methods, Public Speaking, Microsoft Office
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
East Richland High School 2007 — 2011
Valedictorian
Lilly Ma's Bank of America Merrill Lynch Experience July 2013 - August 2014
Job Associate at Wasserstein & Co.
Industry Venture Capital & Private Equity
Experience
Wasserstein & Co. September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
21212 Digital Accelerator January 2013 - March 2013
Bank of America Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - March 2012
U.S. Commercial Service, Consulate Shanghai April 2011 - June 2011
Education
Dartmouth College 2009 — 2013
A.B., Economics, Asian & Middle Eastern Studies
Bocconi University
Economics Exchange Program
Wasserstein & Co. September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
21212 Digital Accelerator January 2013 - March 2013
Bank of America Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - March 2012
U.S. Commercial Service, Consulate Shanghai April 2011 - June 2011
Education
Dartmouth College 2009 — 2013
A.B., Economics, Asian & Middle Eastern Studies
Bocconi University
Economics Exchange Program
Alexander Cook Alexander Cook's Bank of America Merrill Lynch Experience July 2009 - July 2011
Job Digital & Global Ecommerce Strategic Development at Ralph Lauren
Industry Retail
Experience
Ralph Lauren August 2014 - Present
Ralph Lauren May 2013 - July 2014
Ralph Lauren August 2011 - April 2013
Bank of America Merrill Lynch July 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - March 2008
Skills
Strategy, Product Management, E-commerce, Digital Strategy, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Data Analysis, Due Diligence, Market Research, Mergers & Acquisitions, Economics, Capital Structure, Retail, Marketing, Investments, Analytics, Analysis, Competitive Analysis, Private Equity, Management, Social Media, Research, Business Strategy, Microsoft Office, Microsoft Excel, Social Media Marketing, Strategic Planning, Business Development, New Business Development, strat
Education
Dartmouth College
Bachelor of Arts (BA)
McCallie School
The American Boychoir School
Ralph Lauren August 2014 - Present
Ralph Lauren May 2013 - July 2014
Ralph Lauren August 2011 - April 2013
Bank of America Merrill Lynch July 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - March 2008
Skills
Strategy, Product Management, E-commerce, Digital Strategy, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Data Analysis, Due Diligence, Market Research, Mergers & Acquisitions, Economics, Capital Structure, Retail, Marketing, Investments, Analytics, Analysis, Competitive Analysis, Private Equity, Management, Social Media, Research, Business Strategy, Microsoft Office, Microsoft Excel, Social Media Marketing, Strategic Planning, Business Development, New Business Development, strat
Education
Dartmouth College
Bachelor of Arts (BA)
McCallie School
The American Boychoir School
Vishnu Gogineni Vishnu Gogineni's Bank of America Merrill Lynch Experience May 2014 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
AEM 2210/2225: Financial Acccounting January 2013 - January 2015
Mutual Investment Club of Cornell August 2012 - May 2014
Cornell University Division of Financial Affairs June 2013 - August 2013
Princeton First Aid & Rescue Squad January 2009 - December 2012
Education
Cornell University 2011 — 2015
Bachelor of Science (B.Sc.), Applied Economics and Management
London School of Economics and Political Science 2012 — 2012
Bank of America Merrill Lynch May 2014 - Present
AEM 2210/2225: Financial Acccounting January 2013 - January 2015
Mutual Investment Club of Cornell August 2012 - May 2014
Cornell University Division of Financial Affairs June 2013 - August 2013
Princeton First Aid & Rescue Squad January 2009 - December 2012
Education
Cornell University 2011 — 2015
Bachelor of Science (B.Sc.), Applied Economics and Management
London School of Economics and Political Science 2012 — 2012
Jackie Kier's Bank of America Merrill Lynch Experience November 2009 - July 2010
Job Senior Policy Advisor National Economic Council at The White House
Industry Public Policy
Experience
The White House September 2015 - Present
The White House, National Economic Council May 2014 - August 2014
Reshma for New York September 2012 - June 2013
Jefferies & Company August 2010 - August 2012
Bank of America Merrill Lynch November 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Bridgewater Associates January 2008 - March 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B
The White House September 2015 - Present
The White House, National Economic Council May 2014 - August 2014
Reshma for New York September 2012 - June 2013
Jefferies & Company August 2010 - August 2012
Bank of America Merrill Lynch November 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Bridgewater Associates January 2008 - March 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B
Dong Zhao Dong Zhao's Bank of America Merrill Lynch Experience June 2013 - June 2015
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners August 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
C.L. King September 2011 - December 2011
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Providence Equity Partners August 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
C.L. King September 2011 - December 2011
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jenny Shou Jenny Shou's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Dartmouth College
Industry
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Psychology
Arnold O. Beckman High School 2008 — 2012
Bank of America Merrill Lynch June 2015 - August 2015
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Psychology
Arnold O. Beckman High School 2008 — 2012
Nat Schindler's Bank of America Merrill Lynch Experience May 2007 - Present
Job Director Equity Research at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America - Merrill Lynch May 2007 - Present
Merrill Lynch May 2007 - December 2010
Piper Jaffray & Co. June 2005 - May 2007
Credit Suisse First Boston January 2000 - June 2001
Volpe Brown Whelan January 1998 - June 1999
Volpe Brown Whelan June 1995 - January 1998
Skills
Mergers, Equity Research, Investment Banking, Hedge Funds, IPO, Mergers & Acquisitions, Financial Modeling, Capital Markets, Valuation, Investments, Equities, Bloomberg, Portfolio Management, Financial Analysis
Education
Dartmouth College 1991 — 1995
AB, Electrical Engineering and Economics
Bank of America - Merrill Lynch May 2007 - Present
Merrill Lynch May 2007 - December 2010
Piper Jaffray & Co. June 2005 - May 2007
Credit Suisse First Boston January 2000 - June 2001
Volpe Brown Whelan January 1998 - June 1999
Volpe Brown Whelan June 1995 - January 1998
Skills
Mergers, Equity Research, Investment Banking, Hedge Funds, IPO, Mergers & Acquisitions, Financial Modeling, Capital Markets, Valuation, Investments, Equities, Bloomberg, Portfolio Management, Financial Analysis
Education
Dartmouth College 1991 — 1995
AB, Electrical Engineering and Economics
Robert Lewis's Bank of America Merrill Lynch Experience March 1996 - February 2000
Job at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2010 - Present
Marin Valentine's Ball Foundation October 2009 - October 2012
MechBank August 2009 - September 2010
Barclays Capital June 2008 - August 2008
Sacramento Child Advocates June 2006 - June 2007
Citigroup July 2003 - June 2007
Wells Fargo August 2002 - July 2003
Cisco WebEx February 2000 - August 2002
Bank of America Merrill Lynch March 1996 - February 2000
Skills
Financial Modeling, Corporate Finance, Investments, Due Diligence, Business Development, Investment Banking, Leadership, Management, Portfolio Management, Strategy, Private Equity, Venture Capital, Loans, Financial Analysis, Emerging Markets, Equities, Risk Management, Start-ups, Mergers & Acquisitions, Forecasting, Management Consulting, Capital Markets, Alternative Investments, Investment Management, Asset Management, Finance, Commercial Real Estate, Fundraising, Real Estate, Corporate Development, Competitive Analysis, Financial Markets, Relationship Management, Financial Services, Financial Structuring, Leveraged Finance, Business Valuation, Credit, Fixed Income, Derivatives, Bloomberg, Syndications, Internet Services, Investment Research, Philanthropy, Career Counseling, Executive Management, Hedge Funds, Corporate Lending, Career Advice
Education
Cornell University - Johnson Graduate School of Management
MBA, Accounting and Finance
University of San Francisco
BS, Applied Economics
Morgan Stanley October 2010 - Present
Marin Valentine's Ball Foundation October 2009 - October 2012
MechBank August 2009 - September 2010
Barclays Capital June 2008 - August 2008
Sacramento Child Advocates June 2006 - June 2007
Citigroup July 2003 - June 2007
Wells Fargo August 2002 - July 2003
Cisco WebEx February 2000 - August 2002
Bank of America Merrill Lynch March 1996 - February 2000
Skills
Financial Modeling, Corporate Finance, Investments, Due Diligence, Business Development, Investment Banking, Leadership, Management, Portfolio Management, Strategy, Private Equity, Venture Capital, Loans, Financial Analysis, Emerging Markets, Equities, Risk Management, Start-ups, Mergers & Acquisitions, Forecasting, Management Consulting, Capital Markets, Alternative Investments, Investment Management, Asset Management, Finance, Commercial Real Estate, Fundraising, Real Estate, Corporate Development, Competitive Analysis, Financial Markets, Relationship Management, Financial Services, Financial Structuring, Leveraged Finance, Business Valuation, Credit, Fixed Income, Derivatives, Bloomberg, Syndications, Internet Services, Investment Research, Philanthropy, Career Counseling, Executive Management, Hedge Funds, Corporate Lending, Career Advice
Education
Cornell University - Johnson Graduate School of Management
MBA, Accounting and Finance
University of San Francisco
BS, Applied Economics
Stephanie Cochran Landsberg's Bank of America Merrill Lynch Experience 2009 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch September 2007 - June 2009
Thomson Financial September 2006 - August 2007
MBNA America June 2005 - August 2005
Farrell, Marsh & Co January 2005 - March 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Valuation, Bloomberg
Education
Dartmouth College 2002 — 2006
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch September 2007 - June 2009
Thomson Financial September 2006 - August 2007
MBNA America June 2005 - August 2005
Farrell, Marsh & Co January 2005 - March 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Valuation, Bloomberg
Education
Dartmouth College 2002 — 2006
Jonathan Landsberg, CFA's Bank of America Merrill Lynch Experience October 2009 - October 2014
Job VP, Fixed Income Research at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities November 2014 - Present
Bank of America Merrill Lynch October 2009 - October 2014
Bank of America Merrill Lynch June 2008 - October 2009
Merrill Lynch June 2006 - June 2008
Merrill Lynch May 2006 - August 2006
Citigroup January 2005 - March 2005
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Engineering Sciences and Economics, GPA: 3.81/4.00
Kingswood-Oxford School 1998 — 2002
High School
Wells Fargo Securities November 2014 - Present
Bank of America Merrill Lynch October 2009 - October 2014
Bank of America Merrill Lynch June 2008 - October 2009
Merrill Lynch June 2006 - June 2008
Merrill Lynch May 2006 - August 2006
Citigroup January 2005 - March 2005
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Engineering Sciences and Economics, GPA: 3.81/4.00
Kingswood-Oxford School 1998 — 2002
High School
Vins Shetty's Bank of America Merrill Lynch Experience February 2008 - Present
Job Director
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2008 - Present
Morgan Stanley October 2005 - February 2008
Merrill Lynch 2001 - 2005
Data Inc 2000 - 2001
Skills
Fixed Income, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Derivatives, Electronic Trading, Portfolio Management, Hedge Funds, Wealth Management, Series 7, Alternative Investments, Credit Derivatives, Equity Derivatives, Market Data, Risk Management, Options, Business Analysis, SDLC
Education
University of Mumbai 1989 — 1993
Bachelor Of Engineering, Electronics
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Bank of America Merrill Lynch February 2008 - Present
Morgan Stanley October 2005 - February 2008
Merrill Lynch 2001 - 2005
Data Inc 2000 - 2001
Skills
Fixed Income, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Derivatives, Electronic Trading, Portfolio Management, Hedge Funds, Wealth Management, Series 7, Alternative Investments, Credit Derivatives, Equity Derivatives, Market Data, Risk Management, Options, Business Analysis, SDLC
Education
University of Mumbai 1989 — 1993
Bachelor Of Engineering, Electronics
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Scot Berg's Bank of America Merrill Lynch Experience March 2006 - November 2011
Job Director Industrial and Diversified Services at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2011 - Present
Bank of America Merrill Lynch March 2006 - November 2011
Banc of America Securities March 2006 - November 2011
Skadden Arps 2002 - 2006
Education
University of Virginia School of Law 2000 — 2003
JD
Dartmouth College 1995 — 1999
BA
RBC Capital Markets November 2011 - Present
Bank of America Merrill Lynch March 2006 - November 2011
Banc of America Securities March 2006 - November 2011
Skadden Arps 2002 - 2006
Education
University of Virginia School of Law 2000 — 2003
JD
Dartmouth College 1995 — 1999
BA
Meredith Levy's Bank of America Merrill Lynch Experience August 2003 - January 2012
Job Global Managing Editor/Head of the Supervisory Analysts at J.P.Morgan Securities
Industry Banking
Experience
J.P.Morgan Securities January 2012 - Present
BofA Merrill Lynch 2009 - January 2012
Bank of America Merrill Lynch August 2003 - January 2012
Salomon Brothers 1985 - 1994
Skills
Capital Markets, Equity Research, Fixed Income, Investment Banking, Risk Management, Management, Equities, Investments, Hedge Funds, Securities, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Derivatives
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), English
J.P.Morgan Securities January 2012 - Present
BofA Merrill Lynch 2009 - January 2012
Bank of America Merrill Lynch August 2003 - January 2012
Salomon Brothers 1985 - 1994
Skills
Capital Markets, Equity Research, Fixed Income, Investment Banking, Risk Management, Management, Equities, Investments, Hedge Funds, Securities, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Derivatives
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), English
Patricia Page's Bank of America Merrill Lynch Experience January 2011 - Present
Job Vice President, Global Wealth and Investing Marketing, Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch January 2011 - Present
Sun Life Financial 2009 - February 2011
Fidelity Investments 2007 - 2009
Liberty Mutual 2003 - 2007
Liberty Life Assurance Company of Boston 1998 - 2003
Skills
Strategy, Project Management, Marketing Strategy, Branding & Identity, Relationship Management, Financial Services, Marketing Communications, Client Development, Collaboration, Leadership, Crisis Management, Vendor Management, B2B Marketing, B2C marketing, B2B2C, Risk Management, Corporate Communications, Written & Oral..., Event Management
Education
Daniel Webster College
BS, Business Management - Marketing
University of Notre Dame - Mendoza College of Business
CSSC
Bank of America Merrill Lynch January 2011 - Present
Sun Life Financial 2009 - February 2011
Fidelity Investments 2007 - 2009
Liberty Mutual 2003 - 2007
Liberty Life Assurance Company of Boston 1998 - 2003
Skills
Strategy, Project Management, Marketing Strategy, Branding & Identity, Relationship Management, Financial Services, Marketing Communications, Client Development, Collaboration, Leadership, Crisis Management, Vendor Management, B2B Marketing, B2C marketing, B2B2C, Risk Management, Corporate Communications, Written & Oral..., Event Management
Education
Daniel Webster College
BS, Business Management - Marketing
University of Notre Dame - Mendoza College of Business
CSSC
Linda Munoz's Bank of America Merrill Lynch Experience October 2013 - June 2014
Job Realtor at Stanfield Realtors
Industry Real Estate
Experience
Bank of America /Merrill Lynch October 2013 - June 2014
Bank of America October 2011 - October 2013
Fidelity National Title June 2009 - October 2011
North American Title Company January 2004 - March 2009
North American Title Company January 2004 - March 2009
Title Company January 2000 - March 2009
Skills
FHA, Refinance, First Time Home Buyers, Short Sales, Foreclosures, REO, Mortgage Lending, Investment Properties, Real Estate, Title Insurance, Sellers, Residential Homes, Residential Mortgages, Loans, Investors, Mortgage Banking, Loan Origination, Single Family Homes, VA loans, FHA financing, HUD, Real Estate Transactions, Closings, New Home Sales, Referrals, Loss Mitigation, Real Property, Escrow, USDA, Condos, VA Loans
Education
Dallas County Community College 2012 — 2014
Associate of Science (A.S.), Paralegal Studies
Bank of America /Merrill Lynch October 2013 - June 2014
Bank of America October 2011 - October 2013
Fidelity National Title June 2009 - October 2011
North American Title Company January 2004 - March 2009
North American Title Company January 2004 - March 2009
Title Company January 2000 - March 2009
Skills
FHA, Refinance, First Time Home Buyers, Short Sales, Foreclosures, REO, Mortgage Lending, Investment Properties, Real Estate, Title Insurance, Sellers, Residential Homes, Residential Mortgages, Loans, Investors, Mortgage Banking, Loan Origination, Single Family Homes, VA loans, FHA financing, HUD, Real Estate Transactions, Closings, New Home Sales, Referrals, Loss Mitigation, Real Property, Escrow, USDA, Condos, VA Loans
Education
Dallas County Community College 2012 — 2014
Associate of Science (A.S.), Paralegal Studies
Olga Abrosimova Meerson's Bank of America Merrill Lynch Experience May 2015 - July 2015
Job MBA/MA in International Affairs Candidate at Johnson Graduate School of Management at Cornell/Johns Hopkins SAIS
Industry Management Consulting
Experience
Bank of America Merrill Lynch May 2015 - July 2015
OA PROJECT January 2013 - April 2015
Noelle-Elaine Media, Inc. January 2008 - April 2015
Glass, Lewis & Co. January 2013 - May 2013
TÜV Rheinland AG January 2005 - July 2007
Skills
Fluent Russian, Fluent German, MS Office tools, Basic French, HTML 5, Google Analytics, BurrellesLuce, Event Planning, Event Based Marketing, Event Management, Event Marketing Strategy, Location Scouting, Google Docs, SAP, YouTube, SPSS, Microsoft Word, Outlook, Access, PowerPoint, Microsoft Excel, Typing, Google Adwords, French, German, Russian, Microsoft Office, Social Media, Public Relations, Media Relations, Entertainment, Marketing, Market Research, Strategy, Video Production, CRM, Social Media Marketing, Proposal Writing, Social Networking, Marketing Strategy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master’s Degree, International Relations and Affairs
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Emerging Markets Institute Fellow, Strategy & Finance
Maastricht University
Bachelor's Degree, International Business
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2008
Exchange Student
Bank of America Merrill Lynch May 2015 - July 2015
OA PROJECT January 2013 - April 2015
Noelle-Elaine Media, Inc. January 2008 - April 2015
Glass, Lewis & Co. January 2013 - May 2013
TÜV Rheinland AG January 2005 - July 2007
Skills
Fluent Russian, Fluent German, MS Office tools, Basic French, HTML 5, Google Analytics, BurrellesLuce, Event Planning, Event Based Marketing, Event Management, Event Marketing Strategy, Location Scouting, Google Docs, SAP, YouTube, SPSS, Microsoft Word, Outlook, Access, PowerPoint, Microsoft Excel, Typing, Google Adwords, French, German, Russian, Microsoft Office, Social Media, Public Relations, Media Relations, Entertainment, Marketing, Market Research, Strategy, Video Production, CRM, Social Media Marketing, Proposal Writing, Social Networking, Marketing Strategy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master’s Degree, International Relations and Affairs
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Emerging Markets Institute Fellow, Strategy & Finance
Maastricht University
Bachelor's Degree, International Business
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2008
Exchange Student
Ari Rosa's Bank of America Merrill Lynch Experience May 2014 - Present
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Morgan Stanley 2011 - 2013
The Lucas Group 2005 - 2009
Skills
Financial Modeling, Management Consulting, Valuation, Due Diligence, Private Equity, Strategy, Competitive Analysis, Business Strategy, Analytics, Market Research, Mergers, Data Analysis, Investment Banking, Investments, Hedge Funds, Finance, Strategic Planning, Energy, Government, Corporate Finance, Emerging Markets, Corporate Development, LBO, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (MBA), Finance
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Government and International Relations
London School of Economics and Political Science
Term Abroad, International Relations
Bank of America Merrill Lynch May 2014 - Present
Morgan Stanley 2011 - 2013
The Lucas Group 2005 - 2009
Skills
Financial Modeling, Management Consulting, Valuation, Due Diligence, Private Equity, Strategy, Competitive Analysis, Business Strategy, Analytics, Market Research, Mergers, Data Analysis, Investment Banking, Investments, Hedge Funds, Finance, Strategic Planning, Energy, Government, Corporate Finance, Emerging Markets, Corporate Development, LBO, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (MBA), Finance
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Government and International Relations
London School of Economics and Political Science
Term Abroad, International Relations
Ian Boneysteele's Bank of America Merrill Lynch Experience July 2010 - June 2012
Job MBA Candidate, Stanford Graduate School of Business
Industry Primary/Secondary Education
Experience
Wind Point Partners September 2012 - August 2014
Bank of America Merrill Lynch July 2010 - June 2012
Dartmouth Nuclear Physics Group June 2008 - June 2010
Round Rock Energy 2009 - 2009
UC Berkeley June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Project Management, Banking, Strategic Planning, Investments, Business Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Dartmouth College 2006 — 2010
BA, Major: Physics; Minors: Applied Math, Economics, Magna Cum Laude
Thacher School 2002 — 2006
Wind Point Partners September 2012 - August 2014
Bank of America Merrill Lynch July 2010 - June 2012
Dartmouth Nuclear Physics Group June 2008 - June 2010
Round Rock Energy 2009 - 2009
UC Berkeley June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Project Management, Banking, Strategic Planning, Investments, Business Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Dartmouth College 2006 — 2010
BA, Major: Physics; Minors: Applied Math, Economics, Magna Cum Laude
Thacher School 2002 — 2006
Bradley Batten's Bank of America Merrill Lynch Experience July 2011 - April 2014
Job Partner at Zwick Partners LP
Industry Financial Services
Experience
Zwick Partners LP April 2014 - Present
Bank of America Merrill Lynch July 2011 - April 2014
Bank of America June 2008 - July 2011
Education
Davidson College 2005 — 2009
History Major, Economics Minor
Zwick Partners LP April 2014 - Present
Bank of America Merrill Lynch July 2011 - April 2014
Bank of America June 2008 - July 2011
Education
Davidson College 2005 — 2009
History Major, Economics Minor
Joseph Strempek's Bank of America Merrill Lynch Experience September 2000 - September 2010
Job Partner at East Road Associates, LLC
Industry Capital Markets
Experience
East Road Associates, LLC January 2015 - Present
Wells Fargo Bank April 2011 - December 2014
Bank of America Merrill Lynch September 2000 - September 2010
Xpedior Inc October 1999 - September 2000
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Rutgers, The State University of New Jersey-Newark
BA, Business, Finance
East Road Associates, LLC January 2015 - Present
Wells Fargo Bank April 2011 - December 2014
Bank of America Merrill Lynch September 2000 - September 2010
Xpedior Inc October 1999 - September 2000
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Rutgers, The State University of New Jersey-Newark
BA, Business, Finance
Paul C. Roberts, Esq.'s Bank of America Merrill Lynch Experience April 2013 - Present
Job Vice President at Bank of America Merrill Lynch Global Banking & Markets
Industry Law Practice
Experience
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch August 2012 - March 2013
GCG, Inc. January 2011 - July 2012
Bryant Burgher Jafffe & Roberts LLP July 2009 - December 2010
Alston & Bird LLP February 2008 - January 2009
Clifford Chance US LLP March 2006 - November 2007
Schulte Roth & Zabel LLP September 2005 - February 2006
Berman Rennert Vogel & Mandler, P.A. November 2004 - August 2005
MBIA Insurance Corporation July 2002 - May 2004
Skadden Arps September 1996 - June 2002
Skills
Structured Finance, Securities, Hedge Funds, Derivatives, Investment Banking, Corporate Finance, Capital Markets, Corporate Law, Finance, Mergers & Acquisitions, Securitization, Venture Capital, Financial Risk, Portfolio Management, Investments
Education
Northeastern University School of Law 1993 — 1996
Juris Doctor, Law
Dartmouth College 1987 — 1991
B.A., History
The Stony Brook School 1982 — 1986
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch August 2012 - March 2013
GCG, Inc. January 2011 - July 2012
Bryant Burgher Jafffe & Roberts LLP July 2009 - December 2010
Alston & Bird LLP February 2008 - January 2009
Clifford Chance US LLP March 2006 - November 2007
Schulte Roth & Zabel LLP September 2005 - February 2006
Berman Rennert Vogel & Mandler, P.A. November 2004 - August 2005
MBIA Insurance Corporation July 2002 - May 2004
Skadden Arps September 1996 - June 2002
Skills
Structured Finance, Securities, Hedge Funds, Derivatives, Investment Banking, Corporate Finance, Capital Markets, Corporate Law, Finance, Mergers & Acquisitions, Securitization, Venture Capital, Financial Risk, Portfolio Management, Investments
Education
Northeastern University School of Law 1993 — 1996
Juris Doctor, Law
Dartmouth College 1987 — 1991
B.A., History
The Stony Brook School 1982 — 1986
Brad Boland's Bank of America Merrill Lynch Experience July 2005 - September 2010
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
David J. DeSanctis's Bank of America Merrill Lynch Experience April 2015 - Present
Job VP Client Fulfillment Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2015 - Present
BOA March 2006 - Present
JPMorgan Chase January 2003 - February 2006
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Mortgage Lending, Banking, Credit, Cross Selling, Lines Of Credit, Branch Management, Commercial Banking, Loan Origination, Mortgage Banking
Education
Sacred Heart University 2000 — 2004
Master of Business Administration (MBA)
Curry College 1993 — 1997
Bachelor of Arts
Bank of America Merrill Lynch April 2015 - Present
BOA March 2006 - Present
JPMorgan Chase January 2003 - February 2006
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Mortgage Lending, Banking, Credit, Cross Selling, Lines Of Credit, Branch Management, Commercial Banking, Loan Origination, Mortgage Banking
Education
Sacred Heart University 2000 — 2004
Master of Business Administration (MBA)
Curry College 1993 — 1997
Bachelor of Arts
Charles Hart's Bank of America Merrill Lynch Experience July 2015 - Present
Job Equity Capital Markets
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2010 - July 2015
Bank of America June 2009 - August 2009
State Board of Administration of Florida May 2005 - July 2008
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Microsoft Office, Financial Analysis, Analysis, PowerPoint, Public Speaking, Portfolio Management, Research, Valuation, Investments, Finance, Asset Managment, Strategic Planning, Corporate Finance, Credit, Credit Analysis, Budgets, Equities, Derivatives
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance, Security Analysis, Competitive Strategy, 3.8
Davidson College 2000 — 2004
BA, Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2010 - July 2015
Bank of America June 2009 - August 2009
State Board of Administration of Florida May 2005 - July 2008
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Microsoft Office, Financial Analysis, Analysis, PowerPoint, Public Speaking, Portfolio Management, Research, Valuation, Investments, Finance, Asset Managment, Strategic Planning, Corporate Finance, Credit, Credit Analysis, Budgets, Equities, Derivatives
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance, Security Analysis, Competitive Strategy, 3.8
Davidson College 2000 — 2004
BA, Economics
Frances Joseph's Bank of America Merrill Lynch Experience December 2012 - Present
Job Vice President, Institutional Equity Research Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch May 2010 - December 2012
Merrill Lynch August 2007 - May 2010
Merrill Lynch June 2006 - August 2006
ProPeru March 2006 - June 2006
Skills
Equities, Capital Markets, Valuation, Bloomberg, Investments, Fixed Income, Series 7, Series 63, Bonds, Financial Markets, Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Alternative Investments
Education
Dartmouth College 2003 — 2007
BA, Government & Spanish Language and Literature
Episcopal High School, Alexandria, VA 1999 — 2003
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch May 2010 - December 2012
Merrill Lynch August 2007 - May 2010
Merrill Lynch June 2006 - August 2006
ProPeru March 2006 - June 2006
Skills
Equities, Capital Markets, Valuation, Bloomberg, Investments, Fixed Income, Series 7, Series 63, Bonds, Financial Markets, Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Alternative Investments
Education
Dartmouth College 2003 — 2007
BA, Government & Spanish Language and Literature
Episcopal High School, Alexandria, VA 1999 — 2003
Blake Evans's Bank of America Merrill Lynch Experience May 2011 - October 2013
Job AVP/CL Underwriter II at SunTrust Bank
Industry Banking
Experience
SunTrust Bank October 2013 - Present
Salem Capital, LLC March 2013 - Present
Bank of America Merrill Lynch May 2011 - October 2013
Morgan Stanley March 2010 - May 2011
The South Financial Group February 2010 - March 2010
The South Financial Group July 2006 - February 2010
Nexsen Pruet, LLC June 2002 - July 2002
Skills
Middle Market, Financial Analysis, Commercial Banking, Small Business Lending, Credit, Underwriting, Credit Analysis, Securities Lending, Loans, Commercial Lending, Credit Risk, Finance, Banking, Portfolio Management, Financial Risk, Risk Management, Loan Origination
Education
Davidson College 2001 — 2005
BA, Political Science
West Charlotte HS 1997 — 2001
High School Diploma
SunTrust Bank October 2013 - Present
Salem Capital, LLC March 2013 - Present
Bank of America Merrill Lynch May 2011 - October 2013
Morgan Stanley March 2010 - May 2011
The South Financial Group February 2010 - March 2010
The South Financial Group July 2006 - February 2010
Nexsen Pruet, LLC June 2002 - July 2002
Skills
Middle Market, Financial Analysis, Commercial Banking, Small Business Lending, Credit, Underwriting, Credit Analysis, Securities Lending, Loans, Commercial Lending, Credit Risk, Finance, Banking, Portfolio Management, Financial Risk, Risk Management, Loan Origination
Education
Davidson College 2001 — 2005
BA, Political Science
West Charlotte HS 1997 — 2001
High School Diploma
Alcindor Rosier II's Bank of America Merrill Lynch Experience 2009 - October 2012
Job Senior Vice President, Corporate Treasury at Citi
Industry Financial Services
Experience
Citi December 2013 - Present
Bank of America Merrill Lynch 2009 - October 2012
Citi 2008 - 2009
Citi 2005 - 2008
Citi 2005 - 2008
Citi, Salomon Smith Barney, Salomon Brothers 1996 - 2005
Fleet Financial Group 1992 - 1995
Skills
Financial Modeling, Investment Banking, Valuation, Equities, Corporate Finance, Capital Markets, Mergers, Corporate Development, Financial Analysis, Investments, LBO, Derivatives, Securities, Due Diligence, Asset Managment, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
M.B.A., Finance
Dartmouth College 1987 — 1992
Bachelor of Arts (B.A.), Government and Sociology (double major)
Citi December 2013 - Present
Bank of America Merrill Lynch 2009 - October 2012
Citi 2008 - 2009
Citi 2005 - 2008
Citi 2005 - 2008
Citi, Salomon Smith Barney, Salomon Brothers 1996 - 2005
Fleet Financial Group 1992 - 1995
Skills
Financial Modeling, Investment Banking, Valuation, Equities, Corporate Finance, Capital Markets, Mergers, Corporate Development, Financial Analysis, Investments, LBO, Derivatives, Securities, Due Diligence, Asset Managment, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
M.B.A., Finance
Dartmouth College 1987 — 1992
Bachelor of Arts (B.A.), Government and Sociology (double major)
Richard Phipps's Bank of America Merrill Lynch Experience 2015 - Present
Job Program Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2015 - Present
Prudential Financial 1995 - 2014
Internal Revenue Service 1991 - 1995
Skills
Retirement, Mutual Funds, Financial Services, Pensions, Risk Management, Insurance, Fixed Annuities, Management, Series 63, Mergers & Acquisitions, Retirement Planning, Investments, Process Improvement, 401k, Defined Benefit, Employee Benefits, Series 7, Series 6, Life Insurance, Securities, Asset Management, FINRA, Strategy, Defined Contribution, Financial Risk, Relationship Management, Mergers, Six Sigma, Lean Six Sigma
Education
Villanova University 2015 — 2015
Certificate, Lean Six Sigma Black Belt
Fairleigh Dickinson University-Florham Campus 1993 — 1996
M.B.A, Corporate Finance
Curry College 1986 — 1990
B. A, Management
Bank of America Merrill Lynch 2015 - Present
Prudential Financial 1995 - 2014
Internal Revenue Service 1991 - 1995
Skills
Retirement, Mutual Funds, Financial Services, Pensions, Risk Management, Insurance, Fixed Annuities, Management, Series 63, Mergers & Acquisitions, Retirement Planning, Investments, Process Improvement, 401k, Defined Benefit, Employee Benefits, Series 7, Series 6, Life Insurance, Securities, Asset Management, FINRA, Strategy, Defined Contribution, Financial Risk, Relationship Management, Mergers, Six Sigma, Lean Six Sigma
Education
Villanova University 2015 — 2015
Certificate, Lean Six Sigma Black Belt
Fairleigh Dickinson University-Florham Campus 1993 — 1996
M.B.A, Corporate Finance
Curry College 1986 — 1990
B. A, Management
Erin Coffer's Bank of America Merrill Lynch Experience May 2009 - Present
Job Managing Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2009 - Present
Banc of America Securities August 2007 - May 2009
Prudential Securities January 2003 - June 2007
K&L Gates January 2001 - December 2002
US Securities and Exchange Commission September 1997 - December 2000
Skills
Investments, Management, Leadership, Capital Markets, Corporate Governance, Hedge Funds, Securities Regulation, Private Equity, Corporate Law, Securities, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1994 — 1997
JD, Law
Creighton University 1990 — 1994
B.A., Political Science/Economics
Bank of America Merrill Lynch May 2009 - Present
Banc of America Securities August 2007 - May 2009
Prudential Securities January 2003 - June 2007
K&L Gates January 2001 - December 2002
US Securities and Exchange Commission September 1997 - December 2000
Skills
Investments, Management, Leadership, Capital Markets, Corporate Governance, Hedge Funds, Securities Regulation, Private Equity, Corporate Law, Securities, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1994 — 1997
JD, Law
Creighton University 1990 — 1994
B.A., Political Science/Economics
Jessica Chasen's Bank of America Merrill Lynch Experience July 2007 - July 2010
Job Director of Business Administration | Financial Analyst
Industry Real Estate
Experience
New Denver Church August 2010 - Present
Bank of America Merrill Lynch July 2007 - July 2010
Skills
Financial Analysis
Education
Davidson College 2003 — 2007
BA, Economics with Concentration in International Studies
New Denver Church August 2010 - Present
Bank of America Merrill Lynch July 2007 - July 2010
Skills
Financial Analysis
Education
Davidson College 2003 — 2007
BA, Economics with Concentration in International Studies
Yulanda Manning's Bank of America Merrill Lynch Experience May 2015 - Present
Job Vice President Sr.Client Manager
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch August 2010 - Present
Skills
Customer Service, Microsoft Excel, Access, QuickBooks, CRM, Competitive Analysis, Process Improvement, Financial Analysis, Strategic Planning, Credit, Team Building, Coaching, Analysis, Marketing, Small Business Lending, Credit Analysis, Portfolio Management, New Business Development, Teamwork, Relationship Management, Retail Banking, Cross-functional Team..., Cash Management, Strategy, Treasury Management, Business Strategy, Mortgage Banking, Loan Origination, Mortgage Lending, Negotiation, Consumer Lending, Commercial Banking, Commercial Lending, Loans, Finance, Banking, Management
Education
Davenport University-Eastern Region 1998 — 2011
Business Management, general
Covert High School 1970 — 1984
Diploma, General
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch August 2010 - Present
Skills
Customer Service, Microsoft Excel, Access, QuickBooks, CRM, Competitive Analysis, Process Improvement, Financial Analysis, Strategic Planning, Credit, Team Building, Coaching, Analysis, Marketing, Small Business Lending, Credit Analysis, Portfolio Management, New Business Development, Teamwork, Relationship Management, Retail Banking, Cross-functional Team..., Cash Management, Strategy, Treasury Management, Business Strategy, Mortgage Banking, Loan Origination, Mortgage Lending, Negotiation, Consumer Lending, Commercial Banking, Commercial Lending, Loans, Finance, Banking, Management
Education
Davenport University-Eastern Region 1998 — 2011
Business Management, general
Covert High School 1970 — 1984
Diploma, General
Lee Merkle-Raymond's Bank of America Merrill Lynch Experience 1993 - 2012
Job Managing Director, San Francisco Region Manager National Technology Banking Head
Industry Financial Services
Experience
Bank of the West, BNP Paribas Group September 2014 - Present
Bank of America Merrill Lynch 1993 - 2012
Bank of America Australia, Ltd. January 2010 - July 2011
Bank of America 2007 - 2010
Skills
Capital Markets, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Banking, Credit, Loans, Treasury Management, Structured Finance, Investments, Cash Management, Investment Banking, Team Leadership, Treasury, Commercial Banking, Strategy, FX Options, Risk Management
Education
Dartmouth College
Bachelor of Arts (B.A.)
Loan Officer Development Program
15-Month MBA-Level training program. Bank of Boston
Collège de Saussure, Geneva, Switzerland
Certificat Mention Bien; One year, all classes in French.
Bank of the West, BNP Paribas Group September 2014 - Present
Bank of America Merrill Lynch 1993 - 2012
Bank of America Australia, Ltd. January 2010 - July 2011
Bank of America 2007 - 2010
Skills
Capital Markets, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Banking, Credit, Loans, Treasury Management, Structured Finance, Investments, Cash Management, Investment Banking, Team Leadership, Treasury, Commercial Banking, Strategy, FX Options, Risk Management
Education
Dartmouth College
Bachelor of Arts (B.A.)
Loan Officer Development Program
15-Month MBA-Level training program. Bank of Boston
Collège de Saussure, Geneva, Switzerland
Certificat Mention Bien; One year, all classes in French.
Michael Shin's Bank of America Merrill Lynch Experience 2015 - Present
Job Director at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch 2015 - Present
Deutsche Bank 2014 - 2015
Goldman Sachs 2003 - 2014
Brown University 2002 - 2003
Education
The Johns Hopkins University 1999 — 2002
Master of Science (MS), Computer Science
Dartmouth College 1995 — 1999
Bachelor of Arts (B.A.), Computer Science
Bank of America Merrill Lynch 2015 - Present
Deutsche Bank 2014 - 2015
Goldman Sachs 2003 - 2014
Brown University 2002 - 2003
Education
The Johns Hopkins University 1999 — 2002
Master of Science (MS), Computer Science
Dartmouth College 1995 — 1999
Bachelor of Arts (B.A.), Computer Science
Francesco Orofino's Bank of America Merrill Lynch Experience June 2009 - August 2009
Job MBA Candidate at MIT Sloan School of Management
Industry Real Estate
Experience
Hines Interests June 2014 - August 2014
EY September 2011 - July 2013
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Revenue Analysis, Hotels, Valuation, Due Diligence, Hospitality, Consulting, Financial Analysis, Feasibility Studies, Business Planning, Investments, Strategy, Market Analysis, Business Strategy, Real Estate, Business Development, Forecasting, Strategic Planning, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University School of Hotel Administration 2010 — 2011
Master of Management, Real Estate Finance
Hines Interests June 2014 - August 2014
EY September 2011 - July 2013
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Revenue Analysis, Hotels, Valuation, Due Diligence, Hospitality, Consulting, Financial Analysis, Feasibility Studies, Business Planning, Investments, Strategy, Market Analysis, Business Strategy, Real Estate, Business Development, Forecasting, Strategic Planning, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University School of Hotel Administration 2010 — 2011
Master of Management, Real Estate Finance
Julie Palm Lindberg's Bank of America Merrill Lynch Experience April 2011 - Present
Job Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2011 - Present
Bank of America Merrill Lynch June 2010 - April 2011
Skills
Financial Risk, Corporate Finance, Financial Analysis, Leveraged Finance, Financial Modeling
Education
Davidson College 2006 — 2010
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch April 2011 - Present
Bank of America Merrill Lynch June 2010 - April 2011
Skills
Financial Risk, Corporate Finance, Financial Analysis, Leveraged Finance, Financial Modeling
Education
Davidson College 2006 — 2010
Bachelor of Arts (BA), Economics
Donald Surdoval's Bank of America Merrill Lynch Experience April 2011 - October 2013
Job Product Manager at STORIS, Inc.
Industry Computer Software
Experience
STORIS, Inc. October 2013 - Present
Bank of America Merrill Lynch April 2011 - October 2013
Skills
Business Development, Product Management, Culture Development, Strategic Planning, Financial Modeling, Leadership, Valuation, Investment Banking, Capital Markets, Financial Analysis, Bloomberg, Due Diligence, New Business Development, Contract Negotiation
Education
Dartmouth College 2006 — 2010
B.A., Economics
Delbarton School 2002 — 2006
Bachelor of Arts (BA), Economics
STORIS, Inc. October 2013 - Present
Bank of America Merrill Lynch April 2011 - October 2013
Skills
Business Development, Product Management, Culture Development, Strategic Planning, Financial Modeling, Leadership, Valuation, Investment Banking, Capital Markets, Financial Analysis, Bloomberg, Due Diligence, New Business Development, Contract Negotiation
Education
Dartmouth College 2006 — 2010
B.A., Economics
Delbarton School 2002 — 2006
Bachelor of Arts (BA), Economics
Charles Heckelman's Bank of America Merrill Lynch Experience May 2003 - June 2014
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2003 - June 2014
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Series 24, Series 7, Series 63, CFA, Alternative Investments, Capital Markets, Chartered Financial..., Bonds, Credit Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Derivatives, Bloomberg, Structured Products, Asset Management, Investment Banking, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA
St. Lawrence University 1977 — 1981
BA, Economics
Bank of America Merrill Lynch May 2003 - June 2014
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Series 24, Series 7, Series 63, CFA, Alternative Investments, Capital Markets, Chartered Financial..., Bonds, Credit Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Derivatives, Bloomberg, Structured Products, Asset Management, Investment Banking, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA
St. Lawrence University 1977 — 1981
BA, Economics
Nick Hansell's Bank of America Merrill Lynch Experience January 2009 - July 2010
Job Associate Deloitte Corporate Finance at Deloitte
Industry Investment Banking
Experience
Deloitte June 2013 - Present
McColl Partners 2012 - June 2013
Kellogg School of Management August 2010 - May 2012
Bank of America Merrill Lynch January 2009 - July 2010
Bank of America October 2006 - December 2008
Bank of America April 2005 - October 2006
Skills
Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Davidson College 2000 — 2004
BS, Physics
Deloitte June 2013 - Present
McColl Partners 2012 - June 2013
Kellogg School of Management August 2010 - May 2012
Bank of America Merrill Lynch January 2009 - July 2010
Bank of America October 2006 - December 2008
Bank of America April 2005 - October 2006
Skills
Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Davidson College 2000 — 2004
BS, Physics
Harry Singh's Bank of America Merrill Lynch Experience January 2009 - November 2011
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2011 - Present
Bank of America Merrill Lynch January 2009 - November 2011
Merrill Lynch September 1987 - December 2008
PwC June 1985 - September 1987
Skills
Investment Banking, Series 7, Capital Markets, Equities, Fixed Income, Securities, Wealth Management, Asset Management, Alternative Investments, Hedge Funds, Derivatives, Private Equity, Valuation, Mutual Funds, Portfolio Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Business
Sydenham College, University of Bombay 1980 — 1983
Bachelor of Commerce (B.Com.), Finance, General
Morgan Stanley November 2011 - Present
Bank of America Merrill Lynch January 2009 - November 2011
Merrill Lynch September 1987 - December 2008
PwC June 1985 - September 1987
Skills
Investment Banking, Series 7, Capital Markets, Equities, Fixed Income, Securities, Wealth Management, Asset Management, Alternative Investments, Hedge Funds, Derivatives, Private Equity, Valuation, Mutual Funds, Portfolio Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Business
Sydenham College, University of Bombay 1980 — 1983
Bachelor of Commerce (B.Com.), Finance, General
Imran Shoukat, MBA's Bank of America Merrill Lynch Experience May 2015 - Present
Job client solutions specialist at Bank of America Merrill Lynch
Industry Pharmaceuticals
Experience
Bank of America Merrill Lynch May 2015 - Present
Montclair State University September 2013 - May 2015
Tiffany & Co. August 2013 - September 2014
CVS Caremark Corporation January 2012 - November 2013
CVS Caremark Corporation December 2007 - January 2012
walmart 2005 - 2007
Skills
Access, Inventory Management, Microsoft Office 2007, Call Center, Outlook, Database Administration, Data Entry, Process Scheduler, Quality Assurance, Customer Satisfaction, Supervisory Skills, Social Media, Time Management, Call Centers, Microsoft Office
Education
Montclair State University 2013 — 2015
Master of Business Administration (MBA), Accounting, 3.60
Montclair State University 2006 — 2009
bachelors, business management
County College of Morris 2003 — 2006
associates, business administration
County College of Morris 2003 — 2006
associates, Business
parsippany hills high 1999 — 2003
diploma
Bank of America Merrill Lynch May 2015 - Present
Montclair State University September 2013 - May 2015
Tiffany & Co. August 2013 - September 2014
CVS Caremark Corporation January 2012 - November 2013
CVS Caremark Corporation December 2007 - January 2012
walmart 2005 - 2007
Skills
Access, Inventory Management, Microsoft Office 2007, Call Center, Outlook, Database Administration, Data Entry, Process Scheduler, Quality Assurance, Customer Satisfaction, Supervisory Skills, Social Media, Time Management, Call Centers, Microsoft Office
Education
Montclair State University 2013 — 2015
Master of Business Administration (MBA), Accounting, 3.60
Montclair State University 2006 — 2009
bachelors, business management
County College of Morris 2003 — 2006
associates, business administration
County College of Morris 2003 — 2006
associates, Business
parsippany hills high 1999 — 2003
diploma
Jay Gines's Bank of America Merrill Lynch Experience July 2015 - Present
Job Vice President, Senior Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
HSBC Commercial Banking April 2012 - June 2015
Wells Fargo - Business Banking Group February 2008 - April 2012
City National Bank - Commercial Banking Services January 2006 - February 2008
First National Bank of Omaha - Consumer Bank February 2004 - December 2005
Skills
Commercial Banking, Credit, Loans, Banking, Underwriting, Relationship Management, Cash Flow Lending, Commercial Lending, Financial Risk, Portfolio Management, Loan Origination, Small Business Lending, Treasury Management, Credit Analysis, Cash Management, Strategic Financial..., Lines Of Credit, Cross Selling, Mergers & Acquisitions, Financial Planning
Education
Creighton University's Heider College of Business
Bachelors of Science, MIS Finance
Palma High School
Bank of America Merrill Lynch July 2015 - Present
HSBC Commercial Banking April 2012 - June 2015
Wells Fargo - Business Banking Group February 2008 - April 2012
City National Bank - Commercial Banking Services January 2006 - February 2008
First National Bank of Omaha - Consumer Bank February 2004 - December 2005
Skills
Commercial Banking, Credit, Loans, Banking, Underwriting, Relationship Management, Cash Flow Lending, Commercial Lending, Financial Risk, Portfolio Management, Loan Origination, Small Business Lending, Treasury Management, Credit Analysis, Cash Management, Strategic Financial..., Lines Of Credit, Cross Selling, Mergers & Acquisitions, Financial Planning
Education
Creighton University's Heider College of Business
Bachelors of Science, MIS Finance
Palma High School
Brendan Woods's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
The Brookings Institution January 2012 - March 2012
Education
Dartmouth College 2009 — 2013
A.B., Economics and Philosophy
University of Oxford 2011 — 2011
Glastonbury High School 2005 — 2009
Goldman Sachs July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
The Brookings Institution January 2012 - March 2012
Education
Dartmouth College 2009 — 2013
A.B., Economics and Philosophy
University of Oxford 2011 — 2011
Glastonbury High School 2005 — 2009
Anson Tsai's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Nextag (a Wize Commerce Company) September 2010 - July 2013
ZS Associates January 2007 - September 2010
Ascension Productions January 2006 - December 2006
Skills
Analytics, Competitive Analysis, Strategy, Business Analytics, Strategic Consulting, SaaS, Product Management, Management Consulting, Market Research, Analysis, Management
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
UC Berkeley
Bachelor of Science (B.S.), Electrical Engineering Computer Science
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Nextag (a Wize Commerce Company) September 2010 - July 2013
ZS Associates January 2007 - September 2010
Ascension Productions January 2006 - December 2006
Skills
Analytics, Competitive Analysis, Strategy, Business Analytics, Strategic Consulting, SaaS, Product Management, Management Consulting, Market Research, Analysis, Management
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
UC Berkeley
Bachelor of Science (B.S.), Electrical Engineering Computer Science
May Gao's Bank of America Merrill Lynch Experience December 2007 - April 2011
Job Data Architect at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2011 - Present
Bank of America Merrill Lynch December 2007 - April 2011
Morgan Stanley May 2004 - December 2007
IT Companies September 1993 - June 2001
Skills
Capital Markets, Investment Banking, Enterprise Architecture, Trading Systems, Derivatives, Market Data, Electronic Trading, Equities, Market Risk, Reference Data, Credit Derivatives, Data Modeling, Financial Markets, Sybase, Financial Services, Equity Derivatives, Low Latency, Trading, Fixed Income, Prime Brokerage, FX Options, Options, Interest Rate..., Oracle, Data Architecture, SQL, Informatica, Java, Spring
Education
Dalhousie University 2002 — 2004
Master, Computer Science
Dong Hua University
Bachelor's degree, Computer Science
RBC Capital Markets April 2011 - Present
Bank of America Merrill Lynch December 2007 - April 2011
Morgan Stanley May 2004 - December 2007
IT Companies September 1993 - June 2001
Skills
Capital Markets, Investment Banking, Enterprise Architecture, Trading Systems, Derivatives, Market Data, Electronic Trading, Equities, Market Risk, Reference Data, Credit Derivatives, Data Modeling, Financial Markets, Sybase, Financial Services, Equity Derivatives, Low Latency, Trading, Fixed Income, Prime Brokerage, FX Options, Options, Interest Rate..., Oracle, Data Architecture, SQL, Informatica, Java, Spring
Education
Dalhousie University 2002 — 2004
Master, Computer Science
Dong Hua University
Bachelor's degree, Computer Science
Siyu Dai's Bank of America Merrill Lynch Experience February 2013 - August 2014
Job Quantitative Trader at Kershner Trading Group
Industry Financial Services
Experience
Kershner Trading Group May 2015 - Present
Bank of America Merrill Lynch February 2013 - August 2014
Nomura March 2010 - March 2013
Mpower 2008 - 2009
Education
Cornell University Graduate School 2014 — 2015
Master's Degree, Financial Engineering
Penn State University 2004 — 2008
Bachelor's Degree, Computer Science
Kershner Trading Group May 2015 - Present
Bank of America Merrill Lynch February 2013 - August 2014
Nomura March 2010 - March 2013
Mpower 2008 - 2009
Education
Cornell University Graduate School 2014 — 2015
Master's Degree, Financial Engineering
Penn State University 2004 — 2008
Bachelor's Degree, Computer Science
Elizabeth Gretz's Bank of America Merrill Lynch Experience July 2011 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
Wilmington Trust May 2009 - August 2009
Education
Davidson College 2007 — 2011
Kent State University 2009 — 2009
Economics, Political Science
The Agnes Irwin School 1994 — 2007
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
Wilmington Trust May 2009 - August 2009
Education
Davidson College 2007 — 2011
Kent State University 2009 — 2009
Economics, Political Science
The Agnes Irwin School 1994 — 2007
monte poole's Bank of America Merrill Lynch Experience May 2006 - Present
Job AVP Client Service Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2006 - Present
Bank of America Merrill Lynch January 2000 - May 2006
American Transtech January 1983 - July 1997
Education
Cumberland College 1980 — 1982
Business Administration
Bank of America Merrill Lynch May 2006 - Present
Bank of America Merrill Lynch January 2000 - May 2006
American Transtech January 1983 - July 1997
Education
Cumberland College 1980 — 1982
Business Administration
Angela Gu's Bank of America Merrill Lynch Experience January 2014 - March 2014
Job Student at Dartmouth College
Industry Management Consulting
Experience
Bain & Company June 2014 - August 2014
Bank of America Merrill Lynch January 2014 - March 2014
AlixPartners September 2013 - November 2013
Future Business Leaders of America (FBLA) March 2010 - April 2011
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics Major, Computer Science Minor
Monta Vista High School 2007 — 2011
Bain & Company June 2014 - August 2014
Bank of America Merrill Lynch January 2014 - March 2014
AlixPartners September 2013 - November 2013
Future Business Leaders of America (FBLA) March 2010 - April 2011
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics Major, Computer Science Minor
Monta Vista High School 2007 — 2011
Jeff Butler's Bank of America Merrill Lynch Experience November 2013 - August 2015
Job Analyst at Viking Global Investors
Industry Investment Management
Experience
Viking Global Investors August 2015 - Present
Bank of America Merrill Lynch November 2013 - August 2015
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Viking Global Investors August 2015 - Present
Bank of America Merrill Lynch November 2013 - August 2015
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Christian Hoveland's Bank of America Merrill Lynch Experience 2001 - 2011
Job Business Development
Industry Investment Banking
Experience
Airest S.p.A. June 2012 - September 2013
Bank of America Merrill Lynch 2001 - 2011
Education
University of Chicago Graduate School of Business 1999 — 2001
MBA, Finance and Economics
Davidson College 1989 — 1993
AB
Airest S.p.A. June 2012 - September 2013
Bank of America Merrill Lynch 2001 - 2011
Education
University of Chicago Graduate School of Business 1999 — 2001
MBA, Finance and Economics
Davidson College 1989 — 1993
AB
Michael McIvor's Bank of America Merrill Lynch Experience Vice PresidentGoldman Sachs1993 - 2002
Job Vice Chairman at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch Vice PresidentGoldman Sachs1993 - 2002
ActMedia Inc. 1986 - 1991
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Venture Capital, Financial Structuring, Strategy, Leveraged Finance, Business Strategy, M&A experience, Strategic Partnerships, Acquisition Integration, Asset Management, Business Development, Business Valuation, Capital Markets, Financial Modeling, Hedge Funds, Management, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Dartmouth College 1982 — 1986
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch Vice PresidentGoldman Sachs1993 - 2002
ActMedia Inc. 1986 - 1991
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Venture Capital, Financial Structuring, Strategy, Leveraged Finance, Business Strategy, M&A experience, Strategic Partnerships, Acquisition Integration, Asset Management, Business Development, Business Valuation, Capital Markets, Financial Modeling, Hedge Funds, Management, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Dartmouth College 1982 — 1986
Bachelor of Arts (BA), Economics
Ingrid Shieh's Bank of America Merrill Lynch Experience 2007 - 2012
Job Marketing at DRI International
Industry Financial Services
Experience
DRI International July 2015 - Present
SAVA360 April 2013 - Present
Bank of America Merrill Lynch 2007 - 2012
Anne McBride, TPG 2005 - 2007
UBS 2001 - 2004
Skills
Fluent in Spoken..., Equities, Capital Markets, Emerging Markets, Program Management, Investor Relations, Valuation, Asset Management
Education
Dartmouth College
Bachelor of Arts (B.A.), Government and Asian Studies
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
DRI International July 2015 - Present
SAVA360 April 2013 - Present
Bank of America Merrill Lynch 2007 - 2012
Anne McBride, TPG 2005 - 2007
UBS 2001 - 2004
Skills
Fluent in Spoken..., Equities, Capital Markets, Emerging Markets, Program Management, Investor Relations, Valuation, Asset Management
Education
Dartmouth College
Bachelor of Arts (B.A.), Government and Asian Studies
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
William Mueller's Bank of America Merrill Lynch Experience July 2012 - Present
Job Analyst at Monashee Investment Management
Industry Financial Services
Experience
Monashee Investment Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
OTR Global January 2011 - March 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
MICDS 1994 — 2008
Monashee Investment Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
OTR Global January 2011 - March 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
MICDS 1994 — 2008