Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Greystar November 2014 - Present
Carmel Partners May 2013 - October 2014
Bank of America Merrill Lynch June 2011 - May 2013
CapitalSource July 2007 - July 2009
Clark Construction August 2005 - July 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Asset Management, Excel
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Finance, Real Estate
Duke University 2001 — 2005
Economics, Economics
Trinity Valley School 1997 — 2001
Goldman Sachs January 2012 - Present
Citadel Investment Group June 2010 - January 2012
Bank of America/ Merrill Lynch July 2007 - May 2010
FINRA 2006 - 2007
Federated Investors February 2004 - July 2006
Parker/Hunter 2002 - 2003
Education
Drexel University 1998 — 2003
BSBA, Finance
Drexel University - LeBow College of Business 1998 — 2003
FInance, College of Business and Administration
Montgomery Investments October 2011 - Present
WisdomTree Investments February 2011 - February 2013
Global X Management, Co. March 2010 - February 2011
iShoe, Inc. June 2009 - February 2010
MicroTransponder May 2008 - May 2009
Bates White, LLC June 2006 - June 2007
Bank of America - Merrill Lynch June 2005 - August 2005
Skills
ETFs, Product Development, Product Marketing, Financial Markets, Investments, Entrepreneurship, Technology Development, Trading, Portfolio Management, Start-ups, Strategic Partnerships, Selling, Derivatives, Public Speaking, Analysis, Venture Capital, Financial Modeling, Marketing, Equities, Bloomberg, Business Development, Emerging Markets
Education
Duke University
BS, Triple major in biomedical engineer, electrical engineering, and economics
Rice University
MS, Bioengineering
Bank of America Merrill Lynch June 2015 - August 2015
Hermes Capital Advisors, LLC June 2014 - August 2014
Social Entrepreneur Corps May 2013 - August 2013
Smithsonian Institution June 2011 - August 2011
Skills
Microsoft Excel, JMP, Python, Java, Picasa, PowerPoint, Corporate Finance, Consulting, Financial Accounting, Finance, Statistics, Analysis, Economics, Financial Modeling, Spanish
Education
University of Pennsylvania - The Wharton School 2013 — 2016
Bachelor of Science (BS), Operations and Information Management, Finance
KU Leuven 2014 — 2014
Duke University 2012 — 2013
Bachelor of Science (BS), Economics
Thomas Jefferson High School for Science and Technology 2009 — 2012
Bank of America Merrill Lynch December 2007 - February 2015
Banca di Roma 1993 - 2006
Skills
Cash Management, Banking, Commercial Banking, Financial Services, Credit, Portfolio Management, Risk Management, Fixed Income, Credit Analysis, Loans, Financial Risk, Financial Modeling, Commercial Lending, Treasury Management, Relationship Management, Financial Analysis
Education
Dominican University 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Loyola University Chicago
Bachelor of Arts (B.A.), Communication Arts
Bank of America Merrill Lynch 2012 - Present
Merrill Lynch 2009 - 2012
Vantage Point Advisors 2008 - 2008
Wachovia Wealth Management 2005 - 2007
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2001
Oppenheimer & Co. 1988 - 1997
Skills
Defined Contribution, Due Diligence, Asset Allocation, Investment Strategies, Institutional..., Equities, Fixed Income, International Strategies, Wealth Management, Portfolio Management, Asset Management, Series 7, Series 9 &10, Series 63, Series 65, Licensed to Sell..., Certified Financial..., 401k, Alternative Investments, Investment Management
Education
Drexel University
Bachelor of Science (B.S.), Commerce and Engineering
Bank of America Merrill Lynch May 2015 - Present
Royal Bank of Scotland July 2014 - April 2015
Fuqua/Coach K Center on Leadership and Ethics September 2013 - May 2014
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Combined major in Computer Science and Biology
Bank of America Merrill Lynch December 2010 - February 2013
Universal Insurance Holdings of North America August 2009 - August 2010
Brooke Companies July 2008 - August 2008
First American Title Insurance Co April 2008 - July 2008
Tulane University July 2007 - September 2007
First American Title Insurance Co April 2007 - August 2007
Recover School District January 2007 - April 2007
Skills
Spreadsheets, Administration, Microsoft Office, Analysis, Research, Treasury, Implementing Processes, Project Implementation, MS Project, Visio, Project Management, System Administration, Management, SharePoint, Outlook, Microsoft Excel, Access, Leadership, Budgets
Education
Florida Institute of Technology 2009 — 2011
M.S, Information Technology
Middlesex University 2007 — 2008
Dillard University 2001 — 2006
B.A, Communication
McDonogh No. 35 Senior High School 1997 — 2001
Bank of America Merrill Lynch June 2015 - August 2015
Center for the Art of Translation May 2011 - March 2014
Various August 2007 - April 2013
Chinese Culture Foundation of San Francisco March 2010 - July 2012
DEVELOPMENT Solutions October 2008 - July 2009
Global Environmental Institute August 2007 - August 2008
Skills
Translation, Social Media, Grant Writing, InDesign, Public Relations, Market Research, Strategic Planning, Fundraising, Copywriting, Publishing, Editing, Project Development, Content Management, Database Management, Mandarin, Public speaking and..., Project Management, Marketing, Public Speaking, Strategic Partnerships, Strategy, Editorial, Publicity, Hibernate, Media Relations, Publications, Research, Management, Newsletters, Press Releases, Feature Articles, Copy Editing, Blogging, Magazines, Journalism, Nonprofits, Writing
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Middlebury College 2003 — 2007
Bachelors, English, Chinese
Zhejiang University of Technology (Spring 2006) 2006 — 2006
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Middlebury Language School
Chinese, Japanese, 4.0
SunEdison August 2015 - Present
The Wharton School July 2013 - May 2015
Stem, Inc. September 2014 - December 2014
SunEdison June 2014 - August 2014
Bank of America Merrill Lynch July 2010 - May 2013
Merrill Lynch July 2008 - July 2010
Skills
Sales, Strategy, Investments, Equities, Key Opinion Leaders, Capital Markets, Solar Energy, Financial Modeling, Finance, Financial Analysis, Renewable Energy, Corporate Finance, Energy Storage, Cleantech
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Economics and Environmental Science & Policy
Bank of America Merrill Lynch July 2015 - Present
Cambridge Associates April 2008 - June 2015
UBS May 2006 - April 2008
Lincoln Financial Group 1999 - 2007
Fidelity Investments October 2003 - May 2006
Delaware Investments 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Valuation
Education
Drexel University - College of Business and Administration 1991 — 1995
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch June 1989 - Present
Education
University of Chicago 1992 — 1994
Master of Business Administration (MBA)
Duke University 1984 — 1988
Bachelor's degree, Economics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2012 - August 2012
App-Ark November 2009 - May 2010
Skills
Matlab, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Finance, Investment Banking, Mergers & Acquisitions, Analysis
Education
Duke University 2010 — 2014
Bachelor's Degree, Economics
Duke University 2010 — 2014
Bachelor's Degree, Philosophy
Duke University 2010 — 2014
Bachelor’s Degree, Philosophy
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Courses, Corporate Finance
High School Affiliated to Shanghai Jiaotong University 2007 — 2010
High School
Freeport-McMoRan Oil & Gas June 2015 - Present
Makena Capital June 2012 - July 2013
Makena Capital October 2010 - June 2012
Bank of America Merrill Lynch July 2009 - August 2009
Skills
Financial Modeling, Valuation, Bloomberg, Hedge Funds, Private Equity, Equities, Alternative Investments, Capital Markets, Financial Analysis, Venture Capital, Due Diligence, Investments, Statistics, Portfolio Management, Asset Management, Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Duke University 2007 — 2010
Bachelor of Science (B.S.), Economics
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Financial Modeling, Valuation, Microsoft Excel, Microsoft PowerPoint, Team Building, Leadership, Corporate Finance, Research
Education
Duke University 2010 — 2014
Bachelor of Arts (B.A.), Public Policy Studies
Collegiate School 2006 — 2010
Outbrain August 2015 - Present
JPMorgan Chase & Co. April 2015 - August 2015
Bank of America Merrill Lynch July 2012 - April 2015
Google December 2011 - April 2012
Bank of America Merrill Lynch June 2011 - August 2011
Travelfusion October 2009 - June 2010
Skills
Python, Java, Django, Google App Engine, Spring, MySQL, AJAX, MongoDB, jQuery, HTML
Education
New York University 2010 — 2012
Master's degree, Information Systems
Donghua University 2005 — 2009
Bachelor's degree, Information Management and Information Systems
CyndX October 2013 - June 2014
Deloitte 2012 - 2013
Consultant 2008 - 2013
Bank of America Merrill Lynch May 2004 - January 2008
Lehman Brothers August 2001 - May 2004
American Express January 1997 - June 1999
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Executive-level..., Strategic Analytics, Program Management, Microfinance, Investment Banking, M&A experience, Capital Markets, Financial Services, Media, Finance, Strategy, Analysis, Analytics, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
Master of Arts, Economics
Rutgers University-New Brunswick
BA, Economics and Spanish
Bank of America Merrill Lynch June 2015 - Present
Duke University January 2013 - Present
Louisiana Tech University May 2013 - August 2013
Stony Brook University May 2011 - October 2011
Adelphi University June 2010 - February 2011
Skills
Matlab, Solidworks, Cell Culture, Western Blotting, PCR, Microscopy, Microsoft Office, Biomedical Engineering
Education
Duke University 2012 — 2016
Bachelor of Engineering (BEng), Biomedical/Medical Engineering, Electrical/Computer Engineering
Jericho Senior High 2008 — 2012
High School Diploma
TUDOR INVESTMENT CORPORATION February 2015 - Present
TUDOR INVESTMENT CORPORATION July 2014 - January 2015
Goldman Sachs June 2013 - August 2013
Bank of America Merrill Lynch March 2012 - May 2012
Repbulic of Korea Air Force HQ January 2009 - December 2011
Skills
Quantitative Finance, R, Matlab, Java, C++, VBA
Education
Princeton University 2012 — 2014
Master in Finance
Duke University 2004 — 2008
Bachelor of Science in Mathematics
BlackRock August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Milton Arbitrage Partners May 2012 - August 2012
MicroConsulting for North Carolina August 2011 - May 2012
Soluciones Comunitarias May 2011 - July 2011
Skills
Economics, Budgets, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Team Leadership, Public Speaking, Spanish, Social Networking, Social Media Marketing, WordPress, Public Relations, Nonprofits, Data Analysis
Education
Duke University 2010 — 2014
Bachelor of Science; Bachelor of Arts, Economics; Linguistics
Universidad San Pablo-CEU 2012 — 2012
Marjory Stoneman Douglas High School 2006 — 2010
Bank of America February 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Duke Department of Surgery February 2013 - May 2013
Trinity college of Arts and Sciences, Duke University December 2012 - December 2012
Duke University / MEM Consulting club September 2012 - December 2012
Philips Research June 2012 - July 2012
Cognizant Technology Solutions December 2009 - June 2012
Skills
XML, SDLC, IBM Rational, IBM Rational System..., Java, Visio, JavaScript, Java Enterprise Edition, Web Services, Project Management, Business Analysis, C, Requirements Analysis, Software Project..., Business Intelligence, Requirements Gathering, Agile Methodologies
Education
Duke University 2012 — 2013
Master of Engineering Management, Engineering/Industrial Management
SSN College of Engineering, Anna University 2005 — 2009
Bachelor of Engineering, Electrical and Electronics
St Michaels Academy 1991 — 2005
High School
Bank of America Merrill Lynch January 2015 - Present
Duff & Phelps March 2014 - December 2014
Duff & Phelps November 2012 - February 2014
Houlihan Capital July 2008 - November 2012
Houlihan Capital October 2007 - June 2008
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Equity Valuation, Business Valuation, Capital IQ, Corporate Finance, Private Equity, Mergers & Acquisitions, Bloomberg, Enterprise Valuation, Microsoft Excel, Intangible Assets, Excel, PowerPoint, Valuation Modeling, Free Cash Flow, DCF Valuation, Comparable Analysis, WACC, Impairment Testing, Fairness Opinions, Purchase Price..., Precedent Transactions, Word, Financial Metrics, FactSet
Education
Dominican University 2004 — 2008
B.S., Accounting and Finance
Oppenheimer & Co. Inc. April 2015 - Present
AGC Partners August 2013 - April 2015
Bank of America Merrill Lynch June 2012 - August 2012
New York Mercantile Exchange June 2011 - August 2011
Skills
Valuation, Financial Modeling, Series 79, Mergers & Acquisitions, Private Equity, Due Diligence, Finance, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Venture Capital, Investments
Education
Emory University - Goizueta Business School 2011 — 2013
Emory University School of Law 2009 — 2013
J.D. / MBA
Duke 2005 — 2009
Jane Street Advisors September 2013 - Present
Mom Corps March 2011 - September 2013
Bank of America Merrill Lynch January 2008 - May 2009
Merrill Lynch Commodities August 2006 - January 2008
Merrill Lynch Commodities June 2005 - August 2006
Accenture July 1996 - August 2003
Skills
Management Consulting, Project Management, Temporary Staffing, Business Strategy..., Energy, Financial Analysis, Business Development, Due Diligence, Financial Modeling, Finance, Strategic Planning, Recruiting, Permanent Staffing, Workplace Flexibility, Women Owned Business, Entrepreneurship, Commodity Trading, Pricing Analysis, Process Consulting, Bookkeeping, Strategic Financial...
Education
Jones Graduate School of Business, Rice University 2003 — 2005
MBA, Finance
Duke University 1992 — 1996
BS, Biomedical & Electrical Engineering
E*TRADE Financial Corporation September 2015 - Present
AIG September 2014 - September 2015
AIG December 2011 - September 2014
Bank of America Merrill Lynch March 2010 - December 2011
SAP April 2007 - October 2008
Tolt Service Group September 2005 - May 2006
Computer Sciences Corporation 2006 - 2006
Wyeth September 2003 - March 2004
Compaq 2001 - 2002
Skills
HTML, CSS, CMS, SharePoint, Dreamweaver, Web Development, HTML 5, Visio, Microsoft Office, Content Management, Project Management, JavaScript, Management, Knowledge Management, Information Architecture, Strategy, SEO, E-commerce, Leadership, Email Marketing, Web Content Management, Google Analytics, User Experience, Web Analytics, Usability
Education
Drexel University 2000 — 2005
Bachelor of Science, Information Systems and Technology
Central High
The Kraft Heinz Company July 2015 - Present
3G Capital January 2015 - Present
Centerview Partners July 2013 - January 2015
Bank of America Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Hebrew (fluent), Excel, Word, Business Valuation, M&A Modeling, DCF Valuation
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics with Concentration in Finance, 3.98
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
Bank of America Merrill Lynch April 2010 - Present
Linklaters December 2007 - April 2010
Skadden, Arps, Slate, Meagher & Flom LLP October 2002 - December 2007
Eastern District of New York 2001 - 2002
KPMG 1998 - 2000
Skills
Securities Regulation, Corporate Law, Cross-border...
Education
Fordham University School of Law 1998 — 2001
J.D.
Duke University 1992 — 1996
A.B.
Ossining High School
Bank of America Merrill Lynch July 2014 - Present
Northern Trust June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Equities, Investments, Microsoft Word, Asset Management, Fixed Income, Portfolio Management, Mutual Funds
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics (Finance Concentration)
Noble & Greenough 2006 — 2010
Angel Island Capital November 2014 - Present
Bank of America Merrill Lynch July 2013 - October 2014
Bank of America Merrill Lynch July 2011 - June 2013
Clinton Global Initiative June 2010 - August 2010
Education
Duke University 2007 — 2011
B.A., Public Policy, History
Bank of America Merrill Lynch April 2014 - Present
UBS Investment Bank September 2010 - April 2014
UBS Investment Bank March 2006 - September 2010
Siemens Business Services January 2005 - February 2006
News Corporation October 2002 - January 2005
Logica March 2001 - September 2001
Skills
Java, SQL, Unix, Linux, VBA, C++, Matlab, Python, Credit Derivatives, Derivatives, Options, Trading Systems, FIX, Fixed Income, Quantitative Finance, Equity Derivatives, Market Risk, Interest Rate..., Equities, Investment Banking, Financial Markets, Electronic Trading, Quantitative Analytics, Market Data, Collateral Management, Sybase, Exchange Connectivity, Equity Trading, Spring, FX Options, Spring Framework
Education
Illinois Institute of Technology 2007 — 2009
MSc, Finance
Dublin City University 1998 — 2002
BSc, Computer Applications
Ardscoil Ris 1993 — 1998
Credit Suisse June 2015 - Present
Standard Chartered Bank May 2014 - July 2014
Fuqua School of Business August 2013 - May 2014
Bank of America Merrill Lynch January 2014 - January 2014
CITIC Securities July 2013 - August 2013
Nike May 2012 - August 2012
Skills
Mandarin, Stata, Java, Python, Public Speaking, Equity Research, Bloomberg, Valuation, Matlab
Education
Duke University 2012 — 2016
Bachelor of Science (BSc), Economics (Finance Concentration), Computer Science, Music
Anglo-Chinese School (Independent), Singapore 2007 — 2011
International Baccalaureate
MidOcean Partners September 2014 - Present
Bank of America Merrill Lynch July 2014 - August 2014
Bank of America Merrill Lynch July 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
PurBlu Beverages January 2008 - June 2010
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Investments, Mergers & Acquisitions, Economics, Due Diligence, Bloomberg, Equities, LBO, Microsoft Excel
Education
Duke University 2007 — 2011
B.S., Civil Engineering, Economics
Shady Side Academy 2003 — 2007
Pittsburgh, PA
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. November 2012 - Present
Morgan Stanley Wealth Management July 2002 - December 2012
Bank of America, Merrill Lynch December 1991 - July 2002
Smith Barney 1988 - 1992
Deloitte 1983 - 1988
Education
Drexel University 1979 — 1984
Bachelor of Applied Science (BASc), Accounting and Finance
Bank of America Merrill Lynch July 2015 - Present
Jacobs Capital, LLC October 2013 - February 2014
Asheville City Schools Foundation July 2012 - July 2013
RedHawk Advisors, LLC January 2011 - January 2012
Norton Rose Fulbright in the United States (Fulbright & Jaworski LLP) January 2008 - June 2010
CEB 2006 - 2007
Education
ESADE Business & Law School 2015 — 2015
Master of Business Administration (MBA)
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
Duke University 2002 — 2006
Bachelor of Arts (BA), Public Policy Studies
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Accenture September 2010 - July 2012
Accenture July 2008 - August 2010
Merrill Lynch May 2007 - August 2007
Rockwell Collins May 2006 - August 2006
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Health Sector Management
University of Florida 2002 — 2008
BS, MS, Electrical Engineering, Mathematics
Bank of America Merrill Lynch July 2013 - Present
Attalus Capital January 2012 - July 2013
State Street November 2010 - January 2012
Midnight Java October 2008 - January 2012
SEI Investments September 2009 - November 2010
ESS Entertainment 2008 - 2010
BNP Paribas September 2006 - March 2009
Rock Hill Partners September 2007 - September 2008
GlaxoSmithKline September 2005 - March 2006
Slacks Hoagie Shack January 2005 - September 2005
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Investments, Portfolio Management, Derivatives, Mutual Funds, Financial Modeling, Financial Analysis, Capital Markets, Fixed Income
Education
Drexel University - LeBow College of Business 2004 — 2009
Bachelor of Science in Business Administration, Finance
Bank of America Merrill Lynch June 2011 - Present
Duke University August 2009 - May 2011
Education
Duke University 2007 — 2011
B.Sc, Electrical & Computer Engineering, Computer Science
Duke Department of Biology February 2013 - Present
Bank of America Merrill Lynch May 2015 - August 2015
National Heart, Lung, and Blood Institute May 2014 - August 2014
National Cancer Institutes (NCI) May 2013 - August 2013
Children's National Medical Center June 2011 - August 2011
Skills
HTML 5, JavaScript, Matlab, Microsoft Excel, Stata, Research, Data Management
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Biomedical Engineering, Economics
Thomas Jefferson High School for Science and Technology 2008 — 2012
4.3/4.0
SunEdison February 2015 - Present
Credit Suisse July 2013 - February 2015
Lockheed Martin 2009 - 2011
Bank of America Merrill Lynch 2008 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Strategy, Corporate Finance, Due Diligence, Trading, Asset Management, Data Analysis, Bloomberg, Portfolio Management, Leadership, Capital Markets, Fixed Income, Investment Banking, Investments, Management, Private Equity
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance, Strategy
Duke University 2004 — 2008
BA, Economics, Sociology
Breather November 2013 - Present
ThrowGo, LLC 2010 - Present
Sumeria Group July 2012 - Present
Bank of America Merrill Lynch July 2009 - August 2013
Bank of America June 2008 - August 2008
Shoeboxed September 2007 - December 2007
rethos.com 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Investment Banking, Entrepreneurship, Corporate Finance, Due Diligence, Business Strategy, Start-ups, Economics, Microsoft Excel, Social Media, Social Media Marketing, Bonds, Series 63, Series 7
Education
Duke University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Episcopal Academy
Episcopal Academy
Bank of America Merrill Lynch July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Trout Capital September 2012 - November 2012
Republic of Korea Army September 2010 - June 2012
Education
Duke University 2007 — 2013
B.S. Economics, Finance Concentration; Mathematics Minor
Oregon Episcopal School 2004 — 2007
The Standard at Duke University September 2013 - Present
Duke University Mathematic Department January 2013 - Present
Bank of America Merrill Lynch June 2015 - August 2015
MD Global Partners, LLC June 2014 - August 2014
Fullbridge September 2013 - June 2014
Deutsche Bank Grow Your Career April 2014 - April 2014
J.P. Morgan BA Early Advantage April 2014 - April 2014
Morgan Stanley Early Insights Program November 2013 - November 2013
Skills
Research, Public Speaking, PowerPoint, Teamwork, Python, Java, Financial Analysis, Data Analysis, Economics, Leadership
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Bachelor of Arts (BA), Economics, Computer Science
Fullbridge Program 2013 — 2013
Business Immersion
Stuyvesant High School 2008 — 2012
Venture for America January 2015 - Present
FounderLift December 2014 - Present
Food52 2014 - 2015
Bank of America Merrill Lynch 2012 - 2014
Merrill Lynch June 2011 - August 2011
Education
Duke University 2008 — 2012
B.S. Economics, B.A. Philosophy
The London School of Economics and Political Science (LSE) 2011 — 2011
Econometrics
Noble and Greenough School 2002 — 2008
High School
Bank of America Merrill Lynch November 2006 - Present
Morgan Stanley May 1994 - November 2006
Skills
Equities, Options, Trading, Prime Brokerage, Swaps, Finance, Market Making, Leadership, Management, High Frequency Trading, Traders, Hedge Funds, Derivatives, Capital Markets, Fixed Income, Alternative Investments, Securities
Education
Duke University
Bachelor of Arts, Economics / English
NYU Stern School of Business
MBA, Finance
CerconeBrownCompany March 2015 - Present
CerconeBrownCompany July 2014 - March 2015
Bank of America Merrill Lynch April 2013 - July 2014
Fidelity Management and Research Company August 2011 - April 2013
Teach for America June 2010 - June 2011
Washington Analysis LLC June 2010 - August 2010
Office of Senator Edward M. Kennedy May 2009 - July 2009
Skills
Equities, Sales, Valuation, Investments, Financial Analysis, Bloomberg, Bloomberg Terminal, Corporate Finance, Due Diligence, Leadership, Finance, Market Research, Strategy, Analysis, Social Media Marketing, Marketing, Salesforce.com, Statistics, Strategic Planning, Entrepreneurship
Education
Duke University 2007 — 2011
B.A., Public Policy, Minor: Political Science
The Winsor School, Boston, MA 2004 — 2007
High School
Scudder Bay Capital LLC September 2014 - Present
Bank of America Merrill Lynch July 2013 - September 2014
Education
Dickinson College 2009 — 2013
BA, International Business & Management
Peking University
Study Abroad, Chinese Language
Stuyvesant High School
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2007 - June 2013
Prudential Equity Group October 2005 - June 2007
1838 Investment Advisors 1997 - 2005
Skills
FactSet, Northfield, Access, Excel, Word, PowerPoint, VBA, Financial Modeling, Equity Research, Quantitative Research, Valuation, Performance Attribution, Quantitative Analysis, Fundamental Research, Series 7, Microsoft Excel, Quantitative Models, Excel models, Report Writing, Asset Allocation, Equity Valuation, Equities, ETFs, Bloomberg Terminal, Chartered Financial..., Global Macro, Investment Strategies, Asset Management, Series 63, Quantitative Finance, Quantitative Investing, Stock Picking, Separately Managed..., Buy-side, Investments, Portfolio Management, Alternative Investments, Tactical Asset..., Hedge Funds, Fixed Income, Bloomberg, Trading, Investment Management
Education
Drexel University 1989 — 1994
BS, Finance
Deloitte Corporate Finance June 2015 - Present
Center for the Environmental Implications of Nanotechnology September 2013 - October 2014
Bank of America Merrill Lynch June 2014 - August 2014
Sprint May 2013 - July 2013
Independent Contractor, PE July 2012 - August 2012
Duke Annual Fund May 2012 - July 2012
America Reads America Counts September 2011 - December 2011
Skills
Teamwork, Communication, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Matlab, Photoshop, Research
Education
Duke University 2011 — 2015
Civil and Environmental Engineering
Deutsche Bank July 2015 - Present
VCIC (Venture Capital Investment Competition) February 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Isbank August 2009 - June 2013
The Halo Fund June 2008 - July 2008
New Commercial Room Venture Capital & Consulting GmbH January 2007 - June 2007
Skills
Financial Modeling, Business Analysis, Banking, Entrepreneurship, Business Strategy, Data Analysis, Analysis, Financial Analysis, Corporate Finance, Business Planning, Portfolio Management, Venture Capital, Market Research, Research, Risk Management, Project Management, Start-ups, Project Planning, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2007 — 2009
Master of Engineering Management – Technology Management and Entrepreneurship
Istanbul Technical University 2001 — 2006
Bachelor of Sc., Industrial Engineering
Technische Universität Kaiserslautern 2004 — 2005
ERASMUS Exchange (A Year Abroad), Industrial Engineering
Brownstein Group July 2015 - Present
Conrey Consulting, LLC January 2006 - Present
Bank of America Merrill Lynch May 2014 - December 2014
Signature Consultants May 2014 - December 2014
Platinum Realty Team 2012 - 2013
MetroPCS May 2011 - October 2012
The Rose Group 2009 - 2011
Performax 2005 - 2006
Humana 2003 - 2005
Skills
Leadership, Program Management, Project Coordination, Project Planning, Business Development, Leadership Development, Marketing Strategy, Lead Generation, Sales, Internet Entrepreneur, Social Media, Strategic Planning, New Business Development, Business Strategy, Online Marketing, Marketing, Social Media Marketing, Start-ups, Team Building, Business Innovation, Expert relationship..., Business Analysis, SEO, Social Networking, Management, Organizational..., E-commerce, Coaching, SEM, Team Leadership, Advertising, Sales Process, Content Strategy
Education
Duke University 1996 — 2000
Bachelor's degree, Business Economics and Markets & Management
University of North Florida 2001 — 2003
Master's degree, Educational Leadership and Instructional Technology
Bank of America Merrill Lynch February 2014 - Present
MetaMetrics, Inc. October 2013 - December 2013
MetaMetrics, Inc. May 2013 - August 2013
Duke University 2012 - 2013
Cisco and Duke University August 2012 - December 2012
Skills
C, Algorithms, Python, JavaScript, Programming, Linux, PHP, Natural Language..., C++, Computer Science, Software Development, Agile Methodologies, Data Analysis, Operating Systems, Java
Education
Duke University 2012 — 2013
Master's degree, Engineering Management
PESIT 2008 — 2012
Bachelor of Engineering (BE), Computer Science
Bank of America Merrill Lynch September 2014 - Present
Addison Whitney August 2011 - Present
Electrolux Floor Care & Small Appliances January 2013 - June 2014
American Red Cross March 2011 - June 2013
Global Compliance July 2007 - August 2011
North Carolina Division of Parks and Recreation October 2004 - June 2007
Ogilvy Public Relations October 2000 - May 2002
Connecticut State Police April 1999 - August 1999
Georgetown University September 1998 - April 1999
United States Surgical Corporation May 1997 - August 1997
Skills
Data Analysis, Excel, Visual Basic, SQL, Microsoft Office, Visio, Photoshop, Public Speaking, PowerPoint, Power Tools, Retail Analysis, Market Research, Research, Marketing Research, Analysis, Microsoft Excel, Project Management, Report Writing, Marketing, Retail, CRM, Leadership, Training, Program Management
Education
Duke University 2002 — 2004
MEM, Environmental Science, Communications
Georgetown University 1996 — 2000
BS, Molecular biology, Studio Art
Wilton High School 1992 — 1996
High School Diploma
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Viscogliosi Bros., LLC` June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Research, Leadership, Microsoft Word, Data Analysis, Financial Modeling, Marketing
Education
Duke University 2011 — 2015
Bachelor's Degree, Civil Engineering - Structural Engineering & Mechanics
Citi June 2014 - Present
Citi June 2013 - August 2013
Bank of America Merrill Lynch July 2012 - August 2012
Princeton University June 2012 - June 2012
Duke Howard Hughes Research Fellows Program June 2011 - August 2011
Education
Duke University 2010 — 2014
B.S. Economics (Finance Concentration), Biology Minor
New York University September 2015 - Present
New York University April 2014 - August 2015
Wells Fargo Securities July 2009 - April 2014
Bank of America Merrill Lynch May 2007 - July 2009
Princeton Brand Econometrics February 2006 - May 2007
Constella Group January 2005 - January 2006
Education
Duke University 2003 — 2004
Statistics
University of Pittsburgh 1999 — 2003
Bachelor’s Degree, Statistics (B.S.) and Economics (B.S.)
Union Endicott High School 1995 — 1999
High School
Bank of America Merrill Lynch June 1984 - Present
Education
Duke University 1979 — 1983
BA, Political Science and History
Page High School
Bank of America Merrill Lynch June 2014 - Present
JPMorgan Chase & Co. 2014 - 2014
Wells Fargo Advisors 2012 - 2014
Thomson Reuters 2008 - 2012
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
Dowling College
Master of Business Administration (M.B.A.), Management, Summa Cum Laude
Fashion Institute of Technology
Bachelor of Science (B.S.), Marketing Communications
Captivate Network January 2014 - Present
Getty Images, Inc. August 2009 - January 2014
Bank of America Merrill Lynch September 2004 - August 2009
Triene, Inc. 2000 - 2001
BlackRock, Inc. 1999 - 2000
Merrill Lynch & Co. 1997 - 1999
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Corporate Development, Financial Analysis, Venture Capital, Capital Markets, Private Equity, Investment Banking, Investments, Hedge Funds, Mergers & Acquisitions, Equities, Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Duke University 1993 — 1997
Bachelors of Science, Civil Engineering and Economics
Hinsdale Central
Hinsdale Central
Bank of America Merrill Lynch July 2001 - Present
Boeing December 1995 - September 1999
Skills
Equities, Investments, Bloomberg, Financial Modeling, Equity Research, Valuation, Series 7, Capital Markets, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis, Securities, Portuguese, Aerospace, Equity Valuation, Corporate Finance, Business Valuation, Emerging Markets, IPO, Business Strategy, DCF, Equity Trading, Finance, Due Diligence, Aviation, Aerospace Engineering, Mechanical Engineering, Aeronautics, Aeroelasticity, Aerospace Industries, Defense Contracting, Defense Industries, Investment Management, Structured Finance, Trading
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance, General
Duke University 1992 — 1996
Doctor of Philosophy (Ph.D.), Mechanical Engineering
von Karman Instituut voor Stromingsdynamica 1991 — 1992
Diplôme d'ingénier, Aerospace, Aeronautical and Astronautical Engineering
Duke University 1989 — 1991
Master of Engineering (M.Eng.), Mechanical Engineering
Skidmore College 1985 — 1989
Bachelor's degree, Mathematics
Pendleton Financial December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch August 2009 - May 2010
Bank of America July 2008 - July 2009
Banc of America Securities June 2007 - June 2008
ProEquities, Inc. May 2005 - August 2005
Skills
Employee Benefits, Retirement Planning, Health Insurance, Disability Insurance, Life Insurance, Self-funded Medical..., Pharmacy Benefit..., Cancer Insurance, 401k, 403 b, Key Person Insurance, Executive Compensation, Estate Planning, Strategic Financial..., Charitable Giving..., Long Term Care, Annuities, Universal Life, Term Life Insurance, Human Resources, Compliance, Employment Law, Wealth Management, Investments, Equities, Strategic Asset..., ETFs
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Investment Management
The American College 2011 — 2012
Life Underwriter Training Council Fellow
Hampden-Sydney College 2004 — 2007
BA, Economics & Commerce
Elon University 2003 — 2004
Cardinal Gibbons High School
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Duke University Department of Economics September 2013 - December 2013
Fuqua School of Business September 2013 - December 2013
Population Connection June 2013 - August 2013
Foreign Policy July 2012 - August 2013
Duke University Peer Tutoring Program September 2012 - December 2012
Duke University Archives September 2012 - December 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2012 - July 2012
Skills
Stata, Mandarin, Microsoft Excel, Economics, Research, Photoshop, Data Analysis, Dance, PowerPoint, WordPress, InDesign, Final Cut Pro, Adobe Fireworks, Guitar, Piano, Investment Banking, Financial Modeling, Factset, SNL, GIS, Geospatial Modeling
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics, GPA 3.83/4
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Philosophy
Duke University 2011 — 2015
Minor, Earth and Ocean Science
Nanjing Foreign Language School 2005 — 2011
High School Degree, Natural Sciences
The Fund September 2015 - Present
Drew University August 2015 - Present
Drew University Economics Department May 2014 - Present
Drew University November 2013 - Present
Drew University October 2013 - Present
Bank of America Merrill Lynch September 2015 - September 2015
Goldman Sachs June 2015 - July 2015
Goldman Sachs July 2014 - August 2014
The Schoolhouse January 2014 - May 2014
Bristol Financial Services January 2014 - January 2014
Skills
Microsoft Excel, Statistics, Data Analysis, Research, SPSS, Data Modeling, Economics, Microsoft Word, PowerPoint, Bloomberg, Stata, Python, Organization, Editing, Strategic Planning, Intercultural..., Photoshop, Creative Writing, Logistics, Windows, Polymer Chemistry, Photography
Education
Drew University 2013 — 2017
Bachelor’s Degree, Mathematics and Statistics, and Economics
Montville Township High School 2011 — 2013
Bank of America Merrill Lynch April 2015 - Present
BELSTAR June 2013 - August 2013
Samsung Securities May 2012 - June 2012
Deutsche Bank May 2011 - June 2011
Skills
Statistics, Microsoft Office, PowerPoint, Data Analysis, Higher Education, Microsoft Excel, Microsoft Word, Social Media
Education
Duke University 2008 — 2014
Bachelor of Science (BS), Economics
Daewon Foreign Language High School
Deep Fork Capital July 2014 - Present
By/Association April 2013 - July 2014
Wanelo August 2013 - March 2014
PICT February 2013 - May 2013
Lowercase Capital October 2011 - May 2013
Gumroad April 2012 - October 2012
BabbaCo LLC February 2012 - April 2012
DreamIt Ventures July 2011 - August 2011
Jefferies & Company January 2010 - July 2011
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Social Networking, Entrepreneurship, Venture Capital, Business Development, Digital Media, Financial Modeling, Investments, E-commerce, Management, Start-ups, Strategy
Education
Harvard Business School 2011 — 2013
MBA, Entrepreneurship
Duke University 2005 — 2009
B.A., Public Policy Studies, Markets & Management Studies, English
The Haverford School 1996 — 2005
Cameron LNG March 2015 - Present
Cameron LNG September 2014 - February 2015
Sempra U.S. Gas & Power May 2013 - August 2014
Bank of America Merrill Lynch June 2008 - December 2012
Morgan Stanley May 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Valuation, Equity Research, Financial Analysis, M&A analysis, Investments, Corporate Finance, Hedge Funds, Statistics, Capital Markets, Data Analysis, Bloomberg
Education
Duke University 2004 — 2008
Bachelor's Degree, Economics
Caesar Rodney High School
Nomura Securities October 2014 - Present
Nomura Securities July 2013 - October 2014
Yale University August 2012 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Stata, Economics, R, Microsoft Excel, Finance, Research
Education
Yale University 2009 — 2013
B.A., Economics
Peking University 2011 — 2011
PKU-Yale Joint Undergraduate Program
同志社大学 / Doshisha University 2010 — 2010
Richard U. Light Fellowship
The Colburn School 1997 — 2009
IBM February 2015 - Present
IBM September 2013 - February 2015
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Market Research, Management Consulting, Leadership, Competitive Analysis, Business Development, Analysis, Business Strategy, Analytics, Project Management, Mergers & Acquisitions, Strategy, Consulting
Education
Vanderbilt University
B.S., Corporate Strategy, Chinese Language & Culture
Shanghai Donghua University
Chinese Language & Internship
Citi June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Citic group June 2012 - August 2012
Revolution Prep May 2011 - August 2011
Skills
Bloomberg
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
First Southwest Company March 2011 - Present
Bank of America Merrill Lynch March 2006 - September 2010
Citi June 2002 - February 2006
Skills
Derivatives, Risk Management, Bonds, Financial Risk, Capital Markets, Project Finance, Investment Banking, Financial Advisory, Credit Negotiations, Fixed Income, Financial Modeling, Series 7, Hedging, Loans, Structured Finance, Finance
Education
Duke University 1998 — 2002
B.S., Economics, Computer Science
Delbarton School 1994 — 1998
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Morgan Keegan May 2007 - June 2010
Ernst & Young August 2005 - May 2007
Skills
Financial Modeling, Due Diligence, Corporate Finance, Mergers, Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management
Wake Forest University 2005 — 2007
M.S.A., Accountancy
Duke University 1999 — 2003
B.S., Economics, History
Raymond James Financial, Inc. April 2015 - Present
Deutsche Bank March 2014 - April 2015
Morgan Stanley August 2011 - December 2013
Bank of America Merrill Lynch October 2010 - August 2011
Misys Banking Systems December 2004 - September 2010
Chenoa Information Services 2002 - 2004
Navisys 1999 - 2002
Skills
PL/SQL, SQL, C++, Databases, DB2, Programming, Business Requirements, C#, Application Development, Java, SDLC, Analysis, Software Development, XML, Business Analysis, Oracle SQL, C, Requirements Analysis, Data Warehousing, Testing, Oracle
Education
Drexel University - LeBow College of Business
M.S., Financial Management
New Jersey Institute of Technology
M.S., Computer Science
Saint Joseph's University August 2014 - Present
Saint Joseph's University October 2011 - August 2014
Bank of America Merrill Lynch May 2011 - August 2011
Learning by Grace January 2011 - May 2011
Fujirebio Diagnostics, Inc. May 2007 - December 2010
Bradford White Corporation July 2000 - May 2007
ReviewNet Corporation August 1999 - July 2000
Fox Chase Cancer Center August 1998 - August 1999
Skills
VMware, Servers, Solaris, HP-UX, Storage Area Networks, Cisco Technologies, Oracle, Networking, Brocade, Nagios, HP, Sonicwall, Virtualization, Network Security, Software Documentation, System Deployment
Education
Saint Joseph's University 2013 — 2016
Master's Degree
Drexel University 2005 — 2009
Bachelor of Science (BS)
Temple University 1998 — 2000
Universidad Politécnica de Puerto Rico 1995 — 1998
Silver Point Capital April 2015 - Present
Citi February 2012 - March 2015
Credit Suisse July 2011 - November 2011
ThreadGreen Partners June 2010 - August 2010
Bank of America Merrill Lynch August 2007 - August 2009
Education
Duke University 2007 — 2010
B.Sc, Economics
Inter-Community School Zurich 1999 — 2007
International Baccalaureate
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch July 2011 - June 2015
Education
Duke University 2007 — 2011
B.S. Economics
Brand Energy & Infrastructure Services, Inc. February 2014 - Present
AlpInvest Partners August 2012 - February 2014
Bank of America Merrill Lynch July 2010 - July 2012
Humana June 2009 - August 2009
Skills
Corporate Finance, Financial Modeling, Financial Planning, Investment Banking, Investments, Restructuring
Education
Duke University 2006 — 2010
Bachelor of Science, Economics, Mathematics, Markets and Management
The London School of Economics and Political Science (LSE) 2007 — 2007
Economics
Warburg Pincus LLC August 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Global Endowment Management June 2009 - August 2009
Pharos Capital Group May 2009 - June 2009
Deloitte Touche Tohmatsu July 2008 - August 2008
Education
Duke University 2007 — 2011
BS
UCL 2009 — 2009
Groton School 2003 — 2007
HKIS
Bank of America Merrill Lynch February 2011 - December 2011
Bank of America September 2010 - January 2011
Bank of America July 2009 - August 2010
Merrill Lynch April 2006 - June 2009
Merrill Lynch September 2002 - March 2006
Deloitte & Touche January 1994 - July 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1990 — 1993
BA
Bank of America Merrill Lynch May 2015 - Present
Deutsche Bank March 2012 - January 2015
Deutsche Bank July 2006 - February 2012
Deutsche Bank September 2004 - June 2006
Deutsche Bank January 2003 - August 2004
Deutsche Bank November 2000 - December 2002
Deutsche Bank September 1998 - October 2000
Skills
Commercial Banking, Portfolio Management, Treasury, Trade Finance, Asset Management, Credit Risk, Cash Management, Financial Institutions, Foreign Exchange, Emerging Markets, Credit Analysis, Financial Analysis, Asset Managment, Liquidity Management, Relationship Management, Corporate Banking, Multilingual, New Business Development, Negotiation, DCM, ECM, Supply Chain Finance, Private Placements, Trust & Securities..., Liability Management, Rates, Commodities, Commercial Paper, Share Repurchases, ABL, Corporate Lending, Technology, International Business, Electronic Trading, Global Team Leadership, Business Strategy, Legal Documentation, M&A, Loan Portfolio..., Credit Risk Management, Extensive International..., Developed Markets, Multinational..., Strategic Planning
Education
Harvard University 2008 — 2009
American Legal System & American Constitutional Law, Law
Duke University 2002 — 2004
MBA, Business
Bank of America Merrill Lynch June 2014 - Present
Cigna Healthcare May 2011 - June 2014
Cigna Healthcare March 2008 - May 2011
Accenture August 2007 - March 2008
Robert Half International April 2006 - December 2006
Market Resource Partners August 2005 - April 2006
Skills
PeopleSoft, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Relations, Interviewing, Event Planning, Human Resources, Recruiters, Social Media Outreach, Sourcing, Screening, College Recruiting, Campus, Interviews, Temporary Placement
Education
Drexel University - LeBow College of Business 2001 — 2005
Bachelor's, International Business and Marketing
FXCM June 2012 - Present
Bank of America-Merrill Lynch January 2012 - May 2012
Bank of America-Merrill Lynch January 2010 - January 2012
Bank of America-Merrill Lynch January 2009 - January 2010
Bank of America-Merrill Lynch July 2007 - January 2009
Skills
Derivatives, Credit, Equities, Investment Banking, Banking, Bloomberg, Capital Markets
Education
Duke University 2006 — 2007
Masters in Engineering Management
University of Illinois Springfield 2004 — 2006
Masters in Computer Science
Osmania University 2000 — 2004
Bachelors in Electronics and Comm. Engineering
Bank of America Merrill Lynch April 2008 - Present
Skills
Interest Rate Swaps, Fixed Income, Valuation Modeling, Trading Systems, Trading Strategies, Analytics, Optimizations, Regression Analysis, Market Risk, Bloomberg, Reuters 3000, Microsoft Excel, VBA, Python
Education
Duke University 1999 — 2003
BS, Economics
St. Paul's School 1997 — 1999
Bank of America Merrill Lynch 2007 - Present
Banco Bilbao Vizcaya Argentaria May 2006 - August 2006
Education
Duke University 2003 — 2007
BSc, Economics, Public Policy
Bronx High School of Science 1999 — 2003
Bank of America Merrill Lynch July 2014 - Present
My Alarm Center October 2013 - May 2014
a2c IT Consulting May 2013 - September 2013
Bracket September 2012 - March 2013
Cardone Industries September 2011 - September 2012
United BioSource Corporation March 2009 - August 2011
TriQ Technology March 2007 - March 2009
Equipment System Devices May 2005 - March 2007
Unisys 2000 - 2005
Skills
ASP.NET, C#, Microsoft SQL Server, Integration, .NET, WCF
Education
Penn State University 2000 — 2003
Master's Degree, Software Engineering
Drexel University 1996 — 2000
Bachelor's Degree, Computer Science
Wells Fargo Principal Investments December 2014 - Present
Bank of America Merrill Lynch February 2013 - October 2014
Bank of America Merrill Lynch July 2010 - February 2013
Bank of America Merrill Lynch September 2009 - July 2010
Bank of America June 2008 - August 2008
The NPD Group, Inc June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Marketing Research, Economics, Financial Modeling, Research, Fixed Income, Bloomberg, Bond Markets, CDS, Valuation, Asset Management
Education
Duke University 2005 — 2009
Bachelor of Science (B.S.), Economics
Duke University 2005 — 2009
Minor, Psychology
Bank of America Merrill Lynch May 2014 - Present
Skills
Strategy, Program Management, Business Strategy, Project Management, Business Development, Business Process..., Six Sigma, Leadership, Analysis, Integration, Minitab, Change Management, Process Improvement, Strategic Planning, International Project..., CRM, Management, Business Analysis, JMP, Risk Management, Banking
Education
Duke University
Master, Engineering Management
Georgia Institute of Technology - Scheller College of Business
MBA, International Operations & Strategy
North Carolina State University
B.S.C.E, Structural Engineering
Undisclosed Chicago Clearing Firm December 2013 - Present
IntercontinentalExchange, Inc. July 2013 - December 2013
Blue Fire Capital March 2012 - April 2013
Bank of America Merrill Lynch January 2008 - February 2012
Pax Clearing Corporation/Merrill Lynch December 2003 - January 2008
U.S. Cellular February 2003 - June 2003
Household International September 2002 - November 2002
Nextel Communications October 2001 - April 2002
Skills
Unix, FIX, Windows, SQL, Microsoft Office, Putty, Linux, Clearing Houses, Trading Systems, Application Support, Python, Proprietary Trading, Bash, Unix Shell Scripting
Education
Dominican University 1996 — 2000
Computer Science
St. Rita High School 1992 — 1996
Bank of America Merrill Lynch 2010 - Present
Skills
PowerPoint, Valuation, Equity Research, Microsoft Excel, Alternative Investments, Bloomberg Terminal, LBO, Project Management
Education
Duke University 2003 — 2007
Howard Hughes Medical Institute 2013 - Present
Bank of America Merrill Lynch 2010 - 2012
Skills
Financial Markets, Investment Management, Alternative Investments, Portfolio Management, Investment Modeling, Private Equity, Venture Capital, Real Estate, Hedge Funds, Equity Research, Behavioral Finance
Education
Duke University
Bachelor's Degree, B.S./B.A., with honors
Bank of America Merrill Lynch September 2009 - Present
Bank of America January 2008 - September 2009
Bank of America (formerly LaSalle Bank) March 2004 - June 2007
Bank of America (formerly LaSalle Bank) March 2002 - March 2004
Bank of America (formerly LaSalle Bank) December 2000 - March 2002
Heller Financial May 1998 - December 2000
Sarnoff & Baccash January 1996 - May 1998
Metropolitan Structures May 1991 - January 1996
Skills
Banking, Credit, Loans, Mortgage Lending
Education
Roosevelt University 1991 — 1992
Certificate, Paralegal Studies
Dominican University 1986 — 1990
BA, Political Science, Business Administration
ARI March 2013 - Present
Bank of America December 2010 - February 2013
Bank of America Merrill Lynch April 2005 - October 2010
Fitch Group, Inc. 2003 - 2005
FleetBoston 1998 - 2003
Skills
Capital Markets, Fixed Income, Asset Based Lending, Capital Management, Capital Structure, Regulatory Analysis, Financial Analysis, Financial Modeling, Financial Management, Corporate Management, Strategic Planning, Strategic Analysis, ALM, Investor Relations, Interest Rate Risk..., Derivatives, Data Analysis, Investor Reporting, Investment Banking, Treasury Management, Structured Finance, ABS, Portfolio Management
Education
Drexel University 1993 — 1996
MBA
Drexel University - LeBow College of Business 1993 — 1996
MBA
Bank Of America Merrill Lynch February 2014 - Present
Education
Northeastern University 2006 — 2008
Bachelor of Science In International Business, Finance & Insurance
Dublin City University 2004 — 2008
Bachelor of Arts In European Business(Transatlantic Studies), Finance
Accel-KKR August 2013 - Present
Bank of America Merrill Lynch 2010 - July 2013
EntoGenetics September 2009 - May 2010
Turiss June 2009 - October 2009
Skills
Analysis, Investment Banking, Finance, Data Analysis, Valuation
Education
Duke University 2006 — 2010
BS, Economics
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch May 2006 - April 2010
Merrill Lynch August 2004 - May 2006
Merrill Lynch April 1999 - August 2004
Merrill Lynch February 1998 - April 1999
CoreStates Financial Corp. September 1993 - August 1995
Skills
Insurance, Investments, Mutual Funds, Retirement, Series 7, Financial Services, Strategic Financial..., Uniform Combined State..., Wealth Management, Finance, Asset Allocation, Securities, Fixed Income, Series 63, Asset Management
Education
Drexel University - College of Business and Administration 1988 — 1993
Bachelor's degree, Accounting
Varagon Capital Partners August 2015 - Present
AEA Investors LP August 2012 - August 2015
Bank of America Merrill Lynch July 2010 - October 2012
Ernst & Young May 2008 - August 2009
Skills
Financial Modeling, Microsoft Excel, Business Strategy, Mergers & Acquisitions, Auditing, Due Diligence, Strategy, Corporate Finance, Private Equity, LBO
Education
University of Pennsylvania - The Wharton School 2007 — 2010
B.S. Economics, Accounting, Finance
Duke University 2006 — 2007
B.S., Economics
Bank of America Merrill Lynch June 2015 - August 2015
The Heritage Foundation February 2013 - June 2014
The Heritage Foundation November 2010 - February 2013
The Heritage Foundation September 2010 - November 2010
Duke Sports Business Office May 2007 - December 2008
Lucia Specialized Hauling, Inc. June 2008 - August 2008
Skills
Public Policy, Politics, Policy Analysis, Foreign Policy, Political Science, Fundraising, International Relations, Research, Nonprofits, Event Planning, Strategic Planning, Government, Political Campaigns, Grassroots Organizing, Community Outreach, Public Speaking
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BA, Psychology, Markets & Management Studies
Citadel LLC September 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Bank of America Merrill Lynch January 2011 - July 2011
Merrill Lynch February 2009 - January 2011
Bank of America September 2008 - February 2009
Bank of America June 2006 - August 2008
Skills
Options, Commodity, Rates, Credit Derivatives, Interest Rate..., Swaps, Structured Products, Bloomberg, Capital Markets, Derivatives, Bonds, Quantitative Finance, VBA, Python, R, Matlab, S-Plus, C++, Arduino, Craft Beer, SQL, Fixed Income, Trading
Education
London School of Economics and Political Science 2008 — 2010
MSc, Finance, Distinction
Duke University 2002 — 2006
BSc, Economics, Mathematics, Distinction
Wells Fargo Securities November 2014 - Present
Barclays September 2013 - October 2014
Bank of America Merrill Lynch August 2007 - September 2013
Lehman Brothers July 2005 - July 2007
Credit Suisse First Boston June 2004 - August 2004
Skills
Dodd-Frank, NAESB, ISDA, CFTC, NYMEX, Energy Derivatives, Commodity Risk..., Endur, Options, Finance, Trading, Product Control, Derivatives, Bloomberg
Education
Dillard University 2001 — 2005
BA, Accounting
Bank of America Merrill Lynch May 1995 - Present
Education
Southern Methodist University - Cox School of Business 1994 — 1996
MBA, Finance
Duke University 1988 — 1992
BA, English
Greensboro Page High School
Dean Bradley Osborne August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Bank of America Merrill Lynch June 2013 - August 2013
KKR May 2010 - July 2012
Accenture July 2008 - May 2010
UBS 2007 - 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, LBO, Leveraged Finance, M&A Modeling
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Duke University 2004 — 2008
BS, Economics, Psychology
Kamiak High School 2000 — 2004
Markit September 2012 - Present
Bank of America Merrill Lynch June 2008 - August 2012
Bank of America June 2007 - August 2007
Wachovia Securities June 2006 - August 2006
Skills
Interest Rate..., Credit Derivatives, Swaps, Structured Products, Hedging, Derivatives, Fixed Income, Capital Markets, Quantitative Finance, Options, Currency, Bloomberg, Financial Markets, Volatility, Rates, Bonds, Trading, Commodity Markets, Investment Banking, Financial Modeling, Valuation
Education
Duke University 2004 — 2008
Bachelor of Science (B.S.), Major Economics, Minor Psychology
Bank of America Merrill Lynch 2010 - Present
Nussbaum Associates, LLC 2000 - 2009
CreditRe/CentRe Mortgage Capital 1995 - 1999
Bankers Trust 1987 - 1995
Skills
Capital Markets, Fixed Income, Investments, Equities, Hedge Funds, Portfolio Management, Private Equity, Real Estate Economics, Strategic Planning, Negotiation, Marketing Strategy, Series 7, Public Speaking, Alternative Investments, Social Media, Social Media Marketing, Investment Banking, Series 63, Series 24, Wealth Management
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
Duke University 1974 — 1978
AB, Management
Loomis-Chaffe School 1970 — 1974
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch January 2013 - Present
Del Galdo Law Group, LLC June 2007 - January 2013
Triton College Student Life October 2006 - July 2007
Skills
Management, Project Planning, Leadership, Litigation, Event Planning, PowerPoint, Training, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Social Media, Facebook, Fundraising, Microsoft Excel, Social Networking, Research, Event Management, Teamwork
Education
Dominican University
Bachelor of Arts, Business Administration
Triton-College
Elmwood Park High School
Goldman Sachs July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Amrah Bank June 2009 - August 2009
Education
Duke University 2008 — 2012
Bachelor of Science (BS)
Bungalow Insurance June 2014 - Present
The New York Times June 2014 - August 2014
The Parthenon Group January 2012 - June 2013
RBC Capital Markets October 2010 - December 2011
Bank of America Merrill Lynch June 2008 - September 2010
Banc of America Securities, LLC June 2007 - August 2007
Arca Capital September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Business Valuation, Market Research, Due Diligence, Business Strategy, Management Consulting, Market Analysis, Data Analysis, Equities, Equity Research, Capital Markets
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Duke University 2004 — 2008
B.S., Economics, Political Science
New York University 2006 — 2006
Study Abroad Program - Prague
University of Pennsylvania - The Wharton School
Bank of America Merrill Lynch May 2014 - Present
Bank of America June 2013 - May 2014
Bank of America June 2011 - June 2013
The Community Reinvestment Association of North Carolina June 2010 - August 2010
Skills
Banking, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Auditing
Education
Duke University 2007 — 2011
Public Policy Studies
University of New South Wales 2009 — 2009
Deep Run High School 2003 — 2007
High School
AIG October 2014 - Present
Ronald McDonald House of Durham April 2013 - July 2013
Ronald McDonald House of Durham July 2012 - February 2013
Credit Suisse June 2011 - June 2012
Bank of America Merrill Lynch April 2010 - May 2011
Neuberger Berman (Lehman Brothers) January 2008 - April 2010
Bloomberg December 2005 - December 2007
Skills
Event Planning, Fundraising, Business Analysis, Financial Analysis, Diversity & Inclusion, Auction Management, Project Management, Business Intelligence..., Workflow Diagrams, Microsoft Office 2007, Visio, Bloomberg, Nonprofits, Strategy, Microsoft Office
Education
University of Michigan 2001 — 2005
B.A., Economics
Duke University 2012 — 2012
Certificate Program, Nonprofit Management
J.P. Morgan April 2014 - Present
Wells Fargo Securities June 2013 - March 2014
Wells Fargo Securities June 2012 - August 2012
Bank of America Merrill Lynch July 2011 - September 2011
Social Entrepreneur Corps, Guatemala May 2011 - July 2011
Skills
Entrepreneurship, PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Office, Team Leadership, Economics, Professional Mentoring, Finance, Leveraged Finance, Financial Analysis, Investment Banking
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics with Finance Concentration
University College London, U. of London 2011 — 2011
Bank of America Merrill Lynch June 2015 - Present
US Army June 2006 - September 2008
US Army March 2004 - May 2006
US Army November 2002 - January 2004
Skills
Healthcare Management, Employee Training, Emergency Management, Operations Management, Military, Supervisory Skills, Policy, Leadership, Military Operations, Training, Leadership Development, Operational Planning, Command, Program Management, Security Clearance, Administration, Team Building, Organizational..., DoD, Military Experience, Army, Risk Assessment, Public Speaking, Emergency Medicine
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), MBA
Duke University 1995 — 1999
BAA, Biological Anthropology
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Lazard Capital Markets March 2011 - March 2013
Forest Laboratories May 2010 - March 2011
Bank of America Merrill Lynch August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Development, Strategy, Investment Banking, Strategic Planning, Due Diligence, Equities, Equity Research, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Capital Markets, Private Equity
Education
Vanderbilt University 2007 — 2009
MBA, Finance, Healthcare
Drexel University 2002 — 2007
B.S, Chemical Engineering
Bank of America Merrill Lynch 1993 - Present
Heller Financial, Inc 1989 - 1993
Wells Fargo Bank 1984 - 1989
Skills
Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit, Credit Risk
Education
Wabash College 1984 — 1989
Bachelor of Arts (B.A.), Physics
Thunderbird School of Global Management 1981 — 1982
MIM, Banking and Finance
Drake University 1979 — 1980
Master of Business Administration (MBA), Banking and Financial Support Services
Bank of America Merrill Lynch July 1988 - Present
Education
Drew University 1982 — 1986
Bachelor of Arts (B.A.), Economics
PointState Capital LP July 2013 - Present
Bank of America Merrill Lynch August 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
University of Rochester Medical Center May 2010 - August 2010
AXA Advisors May 2010 - August 2010
Education
Duke University 2008 — 2012
BA, Political Science, Economics
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Surveyor Capital June 2014 - Present
V3 Capital Management, LP May 2011 - May 2014
UBS Investment Bank 2009 - May 2011
Bank of America Merrill Lynch 2008 - 2009
Citigroup 2005 - 2008
Skills
Real Estate, Investments, Valuation, Financial Modeling, Private Equity, Hedge Funds, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management
Education
Duke University 2000 — 2004
BA, Philosophy
U.S. District Court for the District of Columbia May 2015 - July 2015
Ed Gillespie for Senate April 2014 - July 2014
U.S. House of Representatives June 2013 - September 2013
North Carolina Young Americans for Romney July 2012 - November 2012
Bank of America Merrill Lynch June 2012 - August 2012
Romney for President, Inc. May 2011 - August 2011
Skills
Leadership, Social Networking, Leadership Development, Analysis, Spreadsheets, Project Management, Research, Microsoft Office, PowerPoint, Public Policy
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
Duke University 2009 — 2013
Bachelor of Science, Economics/European History
Square June 2015 - Present
TubeMogul, Inc. October 2014 - June 2015
Bank of America Merrill Lynch July 2013 - October 2014
Wellesley College January 2010 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Wellesley College September 2010 - May 2012
National Bureau of Economic Research May 2011 - August 2011
Education
Wellesley College 2009 — 2013
Bachelor of Arts, Mathematics, Economics
The University of Hong Kong 2011 — 2011
Economics, Mathematics
Duke University 2010 — 2010
German Language and Historical Studies
University Transition Program 2007 — 2009
Anheuser-Busch InBev July 2015 - Present
Ralph Lauren March 2015 - Present
Ralph Lauren November 2012 - February 2015
Ralph Lauren November 2011 - December 2012
Polo Ralph Lauren November 2009 - October 2011
Bank of America Merrill Lynch June 2007 - November 2009
Fuqua School of Business January 2006 - May 2008
FTI Consulting June 2006 - August 2006
Skills
Financial Modeling, Business Development, Business Strategy, Corporate Finance, Digital Strategy, Due Diligence, E-commerce, Financial Analysis, Mergers, Microsoft Excel, Microsoft Office, Strategy, Valuation, Mergers & Acquisitions
Education
Duke University 2004 — 2008
BA, Economics
Robert W. Baird & Co. June 2013 - Present
Robert W. Baird & Co. August 2012 - May 2013
Deutsche Bank Securities August 2010 - July 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Investment Banking, Investments, Private Equity
Education
Duke University 2004 — 2008
B.S., Economics
Bank of America Merrill Lynch July 2012 - Present
Education
Duke University 2008 — 2012
Bank of America Merrill Lynch May 2014 - Present
Royal Bank Of Canada June 2013 - May 2014
Element 22 May 2012 - July 2012
Bank of America Merrill Lynch May 1987 - February 2012
Skills
Global Institutional..., Familiar across all..., AML, Compliance and..., Developed Business..., Electronic Trading..., Client..., Proficient in Alert, Fixed Income, Equities, Corporate Actions, Securities, Electronic Trading, Bloomberg, Financial Risk, Hedge Funds, Mutual Funds, Financial Services, Financial Markets, Back Office, Settlement, Capital Markets, Options, Trading Systems, Investment Banking, FINRA, Portfolio Management, Series 7, Asset Management, AML, Risk Management, Alternative Investments, Data Quality, Bonds, Management, Series 63, Prime Brokerage, Account Reconciliation, Emerging Markets, Reference Data, Trading, Operational Risk, Middle Office, Derivatives
Education
Long Island University, Brooklyn Campus 1987 — 1990
Master of Business Administration., Finance
Dowling College 1981 — 1984
Bachelor of Science, Aeronautics
Crestview Partners, LLC July 2015 - Present
Bank of America Merrill Lynch July 2013 - July 2015
Bank of America Merrill Lynch June 2012 - August 2012
Millennium Partners July 2011 - August 2011
Education
Duke University 2009 — 2013
B.S., Economics - Finance Concentration, Minor in Mathematics
Scarsdale High School 2005 — 2009
Universitat Autònoma de Barcelona
Study Abroad, International Business Program
Cantor Fitzgerald 2013 - Present
Bank of America- Merrill Lynch 2001 - 2012
Prudential Securities 1984 - 2001
Skills
Equities, Capital Markets, Fixed Income
Education
Drexel University 1986 — 1991
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Temple University 1978 — 1982