Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America, Merrill Lynch July 2013 - Present
Bank of America, Merrill Lynch June 2010 - June 2013
ABN AMRO Bank 1998 - 2010
Bank of America 1997 - 1998
Alpha Bank 1993 - 1997
E & Y 1989 - 1993
Skills
Capital Markets, Risk Management, Cash Management, Trading Systems, Process Improvement, Internal Controls, Operational Risk, Accounting, Project Management, Fixed Income, Financial Analysis, Derivatives, Business Analysis, Business Planning, Financial Services, Securities, Trading, Banking, Market Risk, FX Options, Middle Office, Back Office, Collateral Management
Education
University at Buffalo 1985 — 1987
MBA, Financial Planning and Control of Operations, MIS
Aristoteleion Panepistimion Thessalonikis 1981 — 1984
Bachelor, Economics, Business Management
Valley National Bank September 2015 - Present
Bank of America Merrill Lynch March 2014 - September 2015
Lexicom Pharmaceuticals June 2013 - January 2014
Pharmanet/i3 May 2007 - May 2013
C3i February 2005 - May 2007
Skills
Software Documentation, SharePoint, Project Management, Visio, Windows Server, ITIL, Active Directory, Data Management, SAS, Lotus Notes, Oracle Clinical, System Administration, Citrix Metaframe, VMware
Education
Anthem Institute-Parsippany 2003 — 2005
Network and System Administration/Administrator
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch September 2013 - June 2015
HSBC March 2013 - August 2013
Deutsche Bank July 2012 - September 2012
Creed Capital August 2010 - December 2010
BLC Bank July 2008 - September 2008
Skills
Corporate Finance, Business Strategy, Teamwork, Financial Analysis, English, Market Research, Team Leadership, Valuation, Banking, Negotiation, Financial Modeling, French, Strategic Planning, Economics, Investment Banking, Analysis, Investments, Project Management, Strategy, PowerPoint, Finance, Management
Education
IE Business School 2010 — 2011
Masters, International Business and Finance
American University of Beirut 2006 — 2010
Bachelors, Political Science & Public Administration
Colleg Louise Wegman- Lebanon Beirut 1990 — 2006
French&Lebanese Baccalaureate, Economics and Literature
ZypMedia, Inc. June 2015 - Present
ShoreTel April 2013 - Present
Computer Science dept , Rutgers University September 2010 - September 2012
Goldman Sachs June 2012 - August 2012
bank of America Merrill Lynch June 2011 - August 2011
Skills
C, C++, Java, Php, SQL, MySQL, JavaScript, Matlab, jQuery UI, PHP
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Masters, Computer Science
Anna University 2006 — 2010
Bachelor of Technology, Information Technology
Bank Of America Merrill Lynch September 2014 - Present
Goldman Sachs June 2003 - July 2014
Skills
Sybase, SQL, Perl, Java, Unix, Multithreading, Trading Systems, Equity Trading
Education
Amherst College 1999 — 2003
Bachelor's Degree, Computer Science, Economics
Bank of America Merrill Lynch September 2015 - Present
Hartnett, Smith, & Paetkau December 2014 - Present
City of Cupertino November 2013 - December 2014
Hartnett, Smith, & Paetkau January 2013 - November 2013
San Francisco District Attorney's Office August 2012 - December 2012
Skills
Legal Research, Public Policy, Legal Writing, Westlaw, Nonprofits, Immigration Law, Litigation, Criminal Law
Education
American University Washington College of Law 2009 — 2012
JD
Pepperdine University School of Law 2007 — 2008
Conflict Management & Alternative Dispute Resolution
Pepperdine University 2004 — 2007
BA, Political Science and Government
Bank of America Merrill Lynch September 2015 - Present
Goldman Sachs June 2015 - August 2015
Citi June 2014 - August 2014
PwC June 2013 - July 2013
Hernandez Global January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, PowerPoint, Research, Sales, Project Planning, Market Research, Access, Leadership, CSS, Time Management, Financial Analysis, Public Speaking, Teamwork
Education
Arizona State University 2012 — 2016
Bachelor of Science (BS), Honors Accountancy and Finance, 4.0/4.0
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch June 2012 - July 2013
Interaudi Bank August 2010 - August 2010
HSBC August 2009 - September 2009
Skills
Wealth Management, Investment Strategies, Portfolio Management, Asset Allocation, Dynamic Asset Allocation, Portfolio Optimization, Enterprise Risk..., Credit Risk, Quantitative Finance, Statistics, Economics, Econometrics, Investments, Finance, Investment Management, Structured Products, Financial Analysis, Financial Markets, Capital Markets
Education
Columbia University in the City of New York 2011 — 2012
Master of Science, Financial Engineering
American University of Beirut 2008 — 2011
Bachelor of Arts, Economics, Minor in Mathematics
Bank of America Merrill Lynch Lead Global Business Solutions - a team of former CFO's, Treasurer's and Process improvement experts who work with clients around the globe to improve working capital and finance operations.$
Skills
Banking, Business Process..., Change Management, Finance, Leadership, Management, Portfolio Management, Process Improvement, Program Management, Risk Management, Strategic Planning, Business Analysis, Cross-functional Team..., Financial Services, Vendor Management
Education
Appalachian State University
BS
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch June 2007 - February 2013
Skills
Real Estate Economics, Portfolio Management, Credit, Real Estate, Relationship Management, Commercial Lending, Commercial Mortgages, Real Estate Financing, Syndications, Lines Of Credit, Real Estate Transactions, Credit Risk, Banking
Education
American University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Bank of America Merrill Lynch August 2014 - Present
Source One Payment Solutions (www.sourceoneps.com) March 2014 - Present
Merrill Edge January 2013 - May 2013
Source One Payment Solutions July 2012 - December 2012
Interstate All Battery Center June 2011 - April 2012
LEASE ONE, STARLEN ASSOCIATES L.L.C December 2009 - June 2011
Interstate Batteries September 2008 - October 2009
Interstate Batteries June 2008 - September 2008
Law Offices of Chris Johnson January 2002 - January 2004
Skills
Microsoft Office, Customer Service, Research, Microsoft Excel, Microsoft Word, PowerPoint, B2B, Account Management, Direct Sales, Management, Marketing, Marketing Strategy, Sales, Sales Management, Sales Operations, Team Building, Time Management, Windows
Education
Arizona State University 2003 — 2008
Bachelor's degree, English Language and Literature, General
North Canyon High School
Diploma
Bank of America Merrill Lynch June 2015 - Present
Bank of America January 2013 - May 2015
Bank of America February 2008 - December 2012
Bank of America January 2007 - January 2008
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loans, Retail Banking, Loan Origination, Small Business Lending, Management, Relationship Management, Consumer Lending, Mortgage Banking, Mortgage Lending
Education
Pacific Coast Banking School 2013 — 2015
University of California, Riverside 2004 — 2006
Master of Business Administration (M.B.A.)
Arizona State University 2000 — 2004
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch 2004 - January 2015
JPMorgan Chase March 2001 - March 2004
AIG June 1999 - March 2001
ONGC 1985 - 1999
Education
Indian Institute of Technology, Kharagpur 1983 — 1985
MTech, Microwave and Radar Engineering
AU College of Engg 1978 — 1983
Bachelor of Engineering (BE), Electronics and Communications Engineering
Andhra University 1978 — 1983
BE, Electrical and Electronics Engineering
Bank of America Merrill Lynch September 2014 - Present
Bank of America April 2013 - September 2014
Bank of America July 2012 - April 2013
Bank of America June 2011 - July 2012
Interface Inc. January 2011 - June 2011
Bank of America June 2010 - August 2010
Bank of America May 2009 - May 2010
Alpha Kappa Psi May 2009 - May 2010
W.P. Carey School of Business August 2009 - December 2009
Skills
Banking, Access, Data Analysis, PowerPoint, Microsoft Excel, Outlook, Leadership, Customer Service, Time Management, Financial Analysis, Microsoft Office, Microsoft Word, Risk Management, Credit, Process Improvement, Loans, Operations Management, Visio, Vendor Management, SharePoint, Mortgage Lending, Business Analysis, Project Management, Event Planning, Project Planning, Analysis, Finance, Accounting, Sales, Management, Teamwork, Forecasting, Public Speaking, Budgets, Cross-functional Team...
Education
Arizona State University 2007 — 2011
B.S., Finance, Supply Chain Management, International Business
Hong Kong Polytechnic 2010 — 2010
Bachelor of Science, Global Supply Chain Management
Syracuse University January 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Accenture June 2012 - July 2014
Accenture July 2012 - August 2012
Accenture June 2012 - July 2012
Aadhityaa Infomedia Solutions July 2011 - September 2011
Aadhityaa Infomedia Solutions April 2011 - June 2011
Skills
Java, Oracle PL/SQL..., Unix Shell Scripting, C++, HTML, C, Windows, PowerDesigner, Control-M, Business Objects, Visio, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Matlab, Event Planning, SQL, MySQL, JavaScript, Data Analysis, Database Design, PL/SQL, Databases, Shell Scripting
Education
Syracuse University 2014 — 2016
Anna University 2008 — 2012
Bachelor of Technology (B.Tech.), Information Technology, 8.16 on 10
DAV Matriculation higher secondary school 2006 — 2008
12th Grade, Science, 96.8%
Balalok Matriculation higher secondary school 2005 — 2006
10th Grade, 93%
Bank of America Merrill Lynch 2011 - 2012
Arcadia University 2010 - 2012
Johns Hopkins University, Center for Talented Youth June 2009 - August 2011
Parkhurst Dining Services October 2008 - March 2011
Education
Arcadia University 2008 — 2012
Bachelor of Arts (B.A.), International Business and Culture, 3.4
Bank of America Merrill Lynch June 2003 - Present
Skills
Commercial Lending, Portfolio Management, Loans, Credit, Banking, Treasury Management, Cash Management, Long-term Customer..., Commercial Banking, Credit Analysis, Lines Of Credit, Financial Analysis, Asset Based Lending
Education
Arizona State University 1991 — 1995
Bank of America Merrill Lynch May 2014 - Present
Keefe, Bruyette & Woods July 2011 - April 2014
Education
Amherst College 2007 — 2011
Bachelor of Arts, History & Environmental Studies
Noble & Greenough School 2001 — 2007
HSBC April 2013 - Present
Citi May 2012 - March 2013
Bank of America Merrill Lynch February 2008 - May 2012
Bank of America February 2002 - May 2012
Bank of America February 2002 - May 2012
Merrill Lynch 2001 - 2002
JPMorgan Chase 1997 - 2000
Skills
Six Sigma, Microsoft Office, SQL, Cognos, Oracle SQL, Visual Basic, C++, VBScript, HTML, SQL Server 2000-2008, VBA, Social Networking, Presenter, Data Mining, Data Modeling, Process Improvement, Green Belt, Oracle
Education
Anthem Institute-Parsippany
Computer Programming
Bank of America Merrill Lynch February 2010 - Present
SRA Systems August 2008 - January 2010
SRA Systems January 2007 - August 2008
SRA Systems August 2006 - December 2006
Skills
C#, ASP.NET, SQL, WPF, Silverlight, WCF, JavaScript, ADO.NET, TFS, VSS, Tortoise SVN, OOAD, IIS, WIX, UML, Visual Studio, Database Design, SDLC, ASP.NET MVC, XML, MVC, Microsoft SQL Server, NUnit, Requirements Analysis
Education
Birla Institute of Technology and Science, Pilani 2008 — 2011
M.S, Software Systems
Anna University 2001 — 2005
Bachelor of Engineering, Electronics and Communication
I.C.F Silver Jubilee 1988 — 2001
HSC, Computer Science
Caliber Home Loans July 2013 - Present
Opulen Capital 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Bank of America 2004 - 2006
Bank of America 2002 - 2004
Skills
Mortgage Banking, Leadership, Team Building, Start-ups, Product Management, Financial Advisory, Wealth, Sales, Retirement, Estate Planning, Wealth Management, Marketing, Risk Management, Mutual Funds, Securities, Capital Markets, Product Marketing, Life Settlements, Life Insurance, Alternative Investments, Finance, Banking, Financial Services, Residential Mortgages, Small Business, Competitive Analysis, Customer Retention, Strategy, Executive Management, Funding, Financial Risk, Financial Structuring, Strategic Partnerships, Venture Capital, Project Management, Executive Managment, Communication, Motivation, Mentoring, Building Brand Awareness, Thought Leadership, Capital, Business Strategy, Mortgage Lending, mortgag, Professional Mentoring, Management
Education
Arizona State University 1998 — 2002
Bachelor of Science, Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America November 2011 - July 2014
XL Insurance 2009 - November 2011
Skills
Financial Analysis, Banking, Finance, Financial Reporting, Analysis, Microsoft Excel, Accounting, Financial Modeling, Data Analysis, Risk Management, Financial Risk, Bloomberg, Bloomberg Terminal, Counterparty Risk, Credit Risk, Credit Analysis, Liquidity Risk, Financial Forecasting, P&L Analysis, P&L Forecasting, Financial Statement..., Financial Markets, Credit Derivatives, Derivatives, Fixed Income, Swaps, Interest Rate Swaps, Total Return Swaps, Bonds, Options, Convertible Bonds, Basel I, Regulatory Reporting, Underwriting, Database Admin, Excel, Access, Insurance, Database Management, Marketing, PowerPoint
Education
Appalachian State University 2005 — 2009
Finance & Banking / Risk Management & Insurance, Business
Bank of America Merrill Lynch July 2010 - Present
Bank of America May 2005 - June 2010
Bank of America June 2003 - May 2005
Bank of America March 2001 - June 2003
Bank of America June 1998 - March 2001
Education
University of Michigan 1993 — 1997
Bachelor of Science, Math/Finance
Arizona State University 2003 — 2005
MBA
University of Melbourne 1996 — 1996
International Medical Corps February 2014 - February 2015
Wells Fargo June 2012 - June 2013
Bank of America Merrill Lynch April 2011 - August 2011
Mutual of Omaha May 2010 - August 2010
Skills
Organizing, Attention To Detail, Determination, Customer Relations, Marketing Communications, Microsoft Office, Social Networking, Public Speaking, Negotiation, Writing, Strategic Planning, Team Management, Change Management, Outlook, PowerPoint, Excel, Thomson One, Team Building, Cross-functional Team..., Customer Service, Employee Relations, Research, Teamwork, Analysis, Financial Analysis, Problem Solving, Microsoft Excel, Banking, Financial Modeling, Marketing, Sales, Investments
Education
Grand Canyon University 2010 — 2012
MBA, Finance, 3.61
Arizona State University 2006 — 2010
BA
Bank of America Merrill Lynch February 2015 - Present
Arizona State University Walter Cronkite School of Journalism September 2012 - December 2014
Covidien May 2013 - August 2013
Sourcebits LLC January 2012 - June 2012
MakeMyTrip.com May 2010 - July 2010
Skills
Java, JavaScript, PHP, Objective-C, Xcode, C, C++, Eclipse, Business Analysis, HTML, Project Management, Windows, Oracle, Requirements Analysis, SQL, Joomla, Team Management, Databases, Microsoft SQL Server, Microsoft Office, iOS, Android, Software Development, Mobile Applications, Python, XML, MySQL, Linux, iOS development
Education
Arizona State University 2012 — 2014
Master of Science (MS), Computer Science
Vellore Institute of Technology 2008 — 2012
Btech, Information Technology
St Peters College Agra 1997 — 2008
School, Mathematics and Computer Science
Bank of America Merrill Lynch October 2013 - Present
CLS Group. April 2013 - October 2013
Citi Group October 2011 - April 2013
Bank of America Merrill Lynch April 2010 - October 2011
QinetiQ North America March 2009 - April 2010
Fannie Mae November 2008 - February 2009
Bank of America August 2006 - November 2008
UBS Global Asset Management January 2006 - July 2006
Gartner October 2005 - December 2005
BayPackets February 2005 - October 2005
Skills
Oracle, SDLC, Hibernate, Spring, Requirements Analysis, Databases, Weblogic, XML, Design Patterns, Java, Java Enterprise Edition, UML, Unix, Spring Framework, Struts, PL/SQL, JBoss Application Server, Data Modeling, WebSphere Application..., Websphere, Software Project..., SOA, Web Applications, Ant, jQuery, JMS, Agile Methodologies, Visio, Web Services, Data Warehousing, Architecture, Project Management, Scrum, Ext JS, JPA, WebSphere MQ, ActiveMQ, PHP, MySQL, Apache, RDF, Bash, Jolt, Freemarker, Sybase, SQL, Shell Scripting, Enterprise Architecture, Software Development
Education
Andhra University 1996 — 1998
Master's Degree
SRKR College of Engineering, Bhimavaram, Andhra Pradesh, India 1990 — 1994
Bachelor's Degree
Carolina Bank August 2014 - Present
Raymond James Bank December 2011 - August 2014
Bank of America Merrill Lynch October 1985 - April 2011
Skills
Wealth Management, Banking, Credit, Cash Management, Customer Relations, Residential Mortgages, Customer Service, Portfolio Management, Loan Origination, Mortgage Lending, Small Business Lending, Commercial Lending, Loans, Credit Analysis, Series 7, Financial Analysis, Commercial Banking, Retirement Planning, Series 63, Mutual Funds, Consumer Lending, Investment Advisory, Investments, Financial Advisory, Mortgage Banking, Strategic Financial..., Securities, Financial Services, Relationship Management, Asset Allocation, Wealth Management..., Private Banking, Uniform Combined State..., Series 6, Retirement, Financial Planning
Education
Appalachian State University 1980 — 1985
BSBA, Marketing / Management
Citizens Bank April 2015 - Present
Bank of America Merril Lynch July 2013 - Present
Bank of America Merrill Lynch July 2009 - June 2013
Bank of America Merrill Lynch April 2008 - March 2009
Bank of America Merrill Lynch January 2005 - April 2008
Bank of America Merrill Lynch 2003 - 2004
Cadmus Logistics Solutions December 2002 - May 2003
Ronald H. Davis Law Firm May 2002 - October 2002
Skills
Data Analysis, Databases, Data Entry, Data Mining, Sales, Process Consulting, Business Analysis, Reporting Systems, Training Delivery, Experienced Business..., Account Management, Cash Management, Sales Presentations, Presentation Development, Process Improvement, Relationship Management, Analysis, Credit, Banking, Program Management, Portfolio Management, Financial Services, Leadership
Education
Appalachian State University 1997 — 2001
Bachelor of Science, Communications
North Mecklenburg High School 1994 — 1997
TIAA-CREF September 2013 - Present
TIAA-CREF December 2011 - July 2012
Bank of America Merrill Lynch January 2011 - December 2011
Bank of America Merrill Lynch April 2009 - December 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch January 2007 - December 2007
Skills
Microsoft Office, Access, Word, SharePoint, Outlook, Visio, MS Project, PowerPoint, TOAD, SQL, HTML, Clarity, Rational ClearQuest, ODBC, Oracle, Quality Center, Siebel, WebEx, Live Meeting, CSS
Education
Arcadia University 2007 — 2011
Master of Arts, Professional Writing
McGill University 1999 — 2003
Bachelor of Arts, English
Bank of America Merrill Lynch June 2015 - August 2015
The Lebanese Credit Insurer s.a.l. January 2010 - May 2014
Skills
Risk Management, Financial Analysis, Credit Analysis, Credit Risk, Financial Risk, Corporate Finance, Valuation, Financial Modeling, Financial Reporting, Underwriting, Forecasting, Finance, Banking, Insurance, Portfolio Management, Management
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA)
American University of Beirut 2006 — 2009
Bachelor of Business Administration, Finance
Schwarzenbach Consulting May 2009 - Present
Rise Above Enterprise July 2012 - January 2014
Bank of America Merrill Lynch May 2012 - July 2012
Skills
Value Investing, Social Networking, Private Equity, Account Management, Business Strategy, Strategic Partnerships, Market Research, Marketing, Financial Analysis, Investments, Financial Modeling, Entrepreneurship, Risk Management, Valuation, Asset Management, Due Diligence, Analysis, Management, Hedge Funds
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
B.A, Business Sustainability
St. Paul Catholic High School 2002 — 2006
Bank of America Merrill Lynch September 1997 - Present
Arthur Andersen LLP September 1995 - September 1997
Skills
Investment Banking, conversational French
Education
American University - Kogod School of Business 1991 — 1995
BSBA, Accounting
Oaktree Capital Management February 2015 - Present
J.P. Morgan July 2014 - February 2015
J.P. Morgan October 2012 - June 2014
J.P. Morgan May 2011 - October 2012
Bank of America Merrill Lynch May 2010 - August 2010
Infosys Technologies Ltd June 2009 - August 2009
International Creative Management June 2008 - August 2008
Office of U.S. Senator Judd Gregg April 2007 - June 2007
Skills
Investment Banking, Financial Modeling, Valuation, Alternative Investments, Capital Markets, Real Estate
Education
Amherst College 2007 — 2011
Economics, Political Science, International Relations
East China Normal University 2010 — 2010
Business, Language and Culture
Phillips Exeter Academy 2005 — 2007
High School
First Financial Group January 2011 - Present
Merrill Lynch January 2010 - November 2010
Bank of America Merrill Lynch March 2009 - December 2009
Skills
Financial Goals, Asset Allocation, Life Insurance, Retirement Planning, Investments
Education
American University - Kogod School of Business 2007 — 2008
Bachelor of Science (B.S.), International Finance
Georgetown University - The McDonough School of Business 2007 — 2007
Business Summer Program
Wallenius Wilhelmsen Logistics May 2013 - Present
Bank of America Merrill Lynch March 2004 - April 2013
Multiple Clients March 1996 - February 2004
Skills
Business Intelligence, Analytics, Data Warehousing, Big Data, Big Data Analytics, Cognos, QlikView, Tableau, Hadoop, Cloudera, DataStage, Informatica, Master Data Management, Project Management, PL/SQL, OBIEE, SIEBEL ANALYTICS, SIEBEL CRM, Erwin, Vizio, Crystal Reports, Actuate Reporting, Data Mining, Data Architecture, Data Analysis, Data Discovery, Data Visualization, Microsoft SQL Server, Oracle SQL, SQL DB2, Exadata, Netezza, HP Vertica, Sybase IQ, Java, VBScript, Web Services, XML, HTML, JavaScript, C++, AS400 system
Education
Andhra University 1991 — 1995
Bachelor of Engineering (BE), Electrical and Electronics Engineering
EDF Renewable Energy September 2014 - Present
SunEdison June 2013 - August 2013
Bank of America Merrill Lynch October 2009 - March 2012
SolarWing September 2009 - January 2011
Avaya March 2009 - October 2009
Osland Financial Group March 2008 - May 2009
First National Bank of Arizona June 2005 - March 2008
Education
UCLA Anderson School of Management 2012 — 2014
MBA
Arizona State University 2011 — 2012
Master of Science, Alternative Energy Technology
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S., Finance, Summa Cum Laude
Cassiopae May 2013 - Present
Bank of America Merrill Lynch July 2011 - July 2011
Byblos Bank S.A.L. July 2009 - January 2010
Byblos Bank July 2008 - August 2008
Byblos Bank 2007 - 2007
Skills
Arabic, French, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Banking
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance & International Management
American University of Beirut 2007 — 2010
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
American Community School of Beirut 2000 — 2007
International Baccalaureate
Bank of America Merrill Lynch December 2013 - Present
Navigant Capital Advisors October 2011 - November 2013
National Bank of Greece June 2007 - August 2007
Skills
Excel, Stata, Bloomberg, Thomson One, Bloomberg Terminal, Investments, Economics, Corporate Finance, Microsoft Word, Thompson One, Microsoft Excel, Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Valuation, Analysis, Investment Banking, Due Diligence, Finance, Risk Management
Education
American University - Kogod School of Business
MS, Finance
University of Piraeus, Greece
Undergraduate, Banking & Financial Management
Merrill Lynch July 2015 - Present
Amherst College May 2014 - May 2015
Amherst College August 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Decision Research June 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Research, PowerPoint, Data Analysis, Training, Strategy, Program Management, Microsoft Word, Editing, Microsoft Excel, Social Media, Fundraising, Nonprofits, Community Outreach, Management, Water Polo, Leadership, Radio Host, Team Leadership, Team Building
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Cum Laude, Psychology and Religion
Central University for Tibetan Studies (ཝ་ཎ་མཐོ་སློབ) 2013 — 2013
Buddhist philosophy, Tibetan history and culture, and Tibetan textual analysis
Marist Catholic High School 2007 — 2011
Bank of America Merrill Lynch March 2015 - Present
Hilltop Nation, LLC October 2014 - Present
Login Logistics LLC February 2015 - March 2015
Holmes Convocation Center August 2013 - October 2014
Gerdau Long Steel North America June 2014 - August 2014
Bad Daddy's Burger Bar October 2008 - August 2012
Skills
Teamwork, Public Speaking, Time Management, Microsoft Excel, Microsoft Office, Leadership, Supply Chain Management, Customer Service, Six Sigma, Delegation, PowerPoint, Microsoft Word, Group Dynamics, Group Decision Making, Logistics, Supply Chain, Team Leadership, Presentations, Customer Satisfaction, Problem Solving, Networking
Education
Appalachian State University 2011 — 2014
Bachelor's Degree, Marketing Major and Supply Chain Management Minor, GPA: 3.80
Bank of America Merrill Lynch June 2015 - Present
Appalachian State University August 2013 - Present
Appalachian State University January 2013 - Present
Philpott Ball & Werner, Inc. June 2014 - July 2014
Skills
Critical Thinking, PowerPoint, Leadership, Statistics, Teamwork, Microsoft Word, Time Management, Microsoft Office, Microsoft Excel, Finance, Financial Modeling, Accounting
Education
Appalachian State University 2013 — 2016
Bachelor of Science and Business Administration, Finance and Banking, Accounting
The North Carolina School of Science and Mathematics 2010 — 2012
Watauga High School 2008 — 2010
Riot Games January 2014 - Present
First Strike Studios October 2013 - Present
Demand Media - Cracked.com June 2013 - Present
Self-Employed January 2000 - Present
Bank of America - Merrill Lynch 2012 - 2013
Domino's Pizza April 2007 - October 2012
Skills
Writing, Creative Writing, Photoshop, HTML, Website Development, Wealth Management..., Social Media, Social Networking, Copywriting, SEO, Copy Editing, SEO copywriting, Blogging, Marketing, Real Estate, Comedy, Technical Writing, Technical Support, Video Games, Game Design, Storyboarding, Script-writing, Script Editing, Editing, Sound Mixing, Video Editing, 3D Modeling, 3D rendering, Computer Animation, Web Content, Screenwriting, Editorial, Video, Storytelling
Education
Arizona State University 2009 — 2012
Bachelor's degree, English Literature and Creative Writing
Mesa Community College 2007 — 2009
Associate of Arts (AA), English
Ernst & Young September 2012 - Present
Capgemini June 2012 - September 2012
JPMorgan Chase (Client) May 2010 - June 2012
Bank of America Merrill Lynch May 2008 - May 2010
Skills
Prime Brokerage, Capital Markets, Derivatives, Investment Banking, Trading, Project Management, Market Risk, Liquidity Risk, Business Analysis, VBA, Oracle, PL/SQL, Credit Derivatives, Fixed Income, SDLC, Sybase, Equities, Trading Systems, Financial Services, SQL, Requirements Gathering, Requirements Analysis, Equity Derivatives, Risk Management, User Acceptance Testing, Back Office, Business Requirements, IT Strategy, Data Warehousing, Hedge Funds, Options, Interest Rate..., Software Project..., Enterprise Architecture, Financial Risk, Bloomberg, FX Options, Electronic Trading
Education
EXin 2009 — 2009
ITiL v.2, Foundation Course
National Stock Exchange 2008 — 2009
NSE's Certification on Financial Markets, Beginners Module, Derivatives Module, Mutual Funds
Anna University 2003 — 2008
B.Tech, Information Technology
Bank of America Merrill Lynch September 2015 - Present
Citi May 2014 - August 2015
Citi April 2012 - May 2014
Washington University in St. Louis August 2010 - May 2012
MMG January 2012 - March 2012
St. Louis Trust Company September 2011 - December 2011
PNC May 2011 - August 2011
Henegan Construction Company September 2007 - August 2010
American Infrastructure January 2005 - July 2007
Kiewit May 2002 - July 2004
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Finance
Arizona State University 2001 — 2004
BS, Construction Management
Bank of America Merrill Lynch January 2011 - Present
UBS Investment Bank June 2010 - August 2010
UBS Financial Services October 2009 - May 2010
Student Investment Management Fund May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Wells Fargo April 2008 - May 2009
City of Tempe August 2006 - December 2006
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
B.Sc, Finance, Accountancy
Bank of America Merrill Lynch May 2006 - Present
Juicepack, LLC. September 2014 - April 2015
Education
Arizona State University 2001 — 2005
Economics
Wells Fargo Home Mortgage February 2014 - Present
Communications consultant, editor and writer, Web content developer June 2013 - February 2014
Lowenstein Sandler LLP January 2013 - June 2013
Bank of America Merrill Lynch September 2002 - October 2012
Lippincott Williams & Wilkins 2005 - 2008
UBS 2000 - 2002
Merrill Lynch March 1989 - December 2000
Hackensack Record 1983 - 1989
Skills
Strategic Communications, Newsletters, Editing, Press Releases, Marketing Communications, Content Development, Internal Communications, Publishing, Public Relations, Corporate Communications, Copy Editing, Copywriting, Marketing, Marketing Strategy, Editorial, Publications, Team Leadership, SEO, Creative Direction, Content Strategy, Leadership, Digital Media, Web Content, Digital Strategy, Advertising, Integrated Marketing, Content Management, Media Relations, Blogging, Strategy, Interviewing Subject..., News Writing, Feature Writing, Online Marketing, Tridion CMS
Education
Antioch University
MA, Comparative Urban Studies
Brooklyn College
BA, Political Science
ARC Traders, Inc. January 2013 - August 2015
Bank of America Merrill Lynch July 2012 - January 2013
Georgetown Energy August 2009 - April 2012
Bank of America Merrill Lynch June 2011 - August 2011
Education
Arizona State University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Georgetown University 2008 — 2012
BS Mathematics, Economics Minor, Magna Cum Laude
International Software Systems Inc. January 2011 - Present
Bank of America Merrill Lynch July 2011 - September 2015
Tata Consultancy Services September 1998 - December 2010
Merrill Lynch 2004 - 2010
Skills
DB2, Data Warehousing, Data Modeling, SDLC, Dimensional Modeling, ETL, Business Intelligence, Data Mining, Databases, Requirements Analysis, Oracle, XML, Informatica, Integration, Testing, Business Analysis
Education
Anna University 1995 — 1998
MCA, Master of Computer Applications
Government Arts College, Srikakulam 1992 — 1995
Bachelor of Scince, Maths, Physics and Chemistry
Morgan Stanley February 2013 - Present
Citizens Bank April 2012 - January 2013
Credit Suisse October 2011 - March 2012
Morgan Stanley July 2010 - September 2011
Bank of America Merrill Lynch February 2007 - June 2010
McGraw-Hill Education June 2006 - January 2007
Morgan Stanley September 2005 - May 2006
Philip Morris International May 2004 - August 2005
Hitha Design Science Pvt. Limited April 2002 - April 2004
Skills
ALM, QTP, Microsoft SQL Server, Oracle, Sybase, DB2, LoadRunner, Windows, Java, .NET, Toad, Embarcadero, Unix, Beyond Compare, Atlassian JIRA, Bugzilla, DTS, Microsoft Excel, Putty, Databases, Integration
Education
Amravati University
BE, Comp Sci & Engg
Pantheon Ventures 2013 - Present
Bank of America Merrill Lynch 2010 - 2012
KnowledgePort Solutions 2006 - 2009
Morgan Stanley, Stratfor, U.S. House of Representatives 2005 - 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Capital IQ, Data Analysis, Economics, Research, Bloomberg Terminal, Bloomberg, Corporate Finance, Spanish, Private Equity, LBO, Public Speaking, Microsoft Excel, Equity Research, Capital Markets
Education
Arizona State University
BA Global Studies, Political Science
Trace3 May 2015 - Present
Bank of America Merrill Lynch October 2014 - May 2015
Arrowhead Credit Union September 2013 - October 2014
Arrowhead Credit Union October 2012 - September 2013
JPMorgan Chase & Co. December 2011 - September 2012
Skills
Sales, Leadership, Management, Research, Data Center, Solution Selling, Relationship Building, Sales Management, Account Management, Microsoft Office, PowerPoint, Virtualization, Salesforce.com, Cloud Computing, SaaS, Strategy, Disaster Recovery
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Organizational Studies
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch March 2015 - September 2015
ML Bull Masters April 2015 - August 2015
Toastmasters International April 2015 - August 2015
Knights of Columbus Council # 7046 January 1995 - August 2015
Merrill Edge January 2013 - March 2015
Art of Speaking Toastmasters Club August 2015 - 2015
Merrill Edge January 2010 - January 2013
Merrill Edge January 2005 - January 2010
Merrill Edge September 2003 - January 2005
Skills
Finance, Financial Analysis, Banking, Risk Management, Microsoft Excel, Customer Service, PowerPoint, Financial Services, Portfolio Management, Public Speaking, Toastmasters, Strategic Planning, Sales, Business Analysis, Macro Programming, Investments, Equities, Financial Advisory, Financial Modeling, VBA, Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Outlook, Leadership
Education
The Chubb Institute of Technology 2001 — 2002
Web Development and Visual Basic Programming
Sayreville War Memorial HS
Stevens Institute of Technology
Electrical and Electronics Engineering
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch July 2011 - July 2013
Merrill Lynch 2010 - 2010
The Chicago Council on Global Affairs June 2009 - September 2009
Skills
Excel, Bloomberg, Equities, Factset, PowerPoint, Valuation, Data Analysis
Education
Amherst College 2007 — 2011
Bachelor of Arts, Philosophy
New Trier High School 2003 — 2007
Bank of America Merrill Lynch August 2014 - Present
Bank of America September 2012 - August 2014
Bank of America July 2006 - September 2012
Sterling Jewelers July 2003 - July 2006
Skills
Banking, Credit, Consumer Lending, Retail Banking, Small Business Lending, Mortgage Lending, Commercial Banking, Mortgage Banking, Loan Origination, Team Management, Creative Problem Solving, Time Management, Treasury Services, Liquidity Analysis, Working With Clients, Management, Training
Education
Angelo State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Bank of America Merrill Lynch August 2015 - Present
GM Financial/AmeriCredit September 2012 - August 2015
Mitsubishi Motors October 2010 - September 2012
Dealer Tire May 2008 - September 2010
Sovereign Bank July 2006 - February 2008
Hyundai Motor Finance Company 2005 - 2006
JPMorgan Chase 2003 - 2005
GM Financial / AmeriCredit 1998 - 2003
Cellular One 1993 - 1998
Skills
Process Improvement, Automotive, Contract Negotiation, Relationship Management, Finance, Operations Management, Marketing, Risk Management, Public Speaking, Advertising, Business Services, Commercial Real Estate, Broadcast, Parts, Fraud, Strategy, Loans, Leadership, Negotiation, Customer Satisfaction, Marketing Strategy, CRM, Sales Management, Analysis, Sales, Sales Process, Competitive Analysis, Management, Strategic Planning, Customer Service, Business Development, Team Building, Training, Business Planning, Selling, New Business Development, Customer Retention, Start-ups, Budgets, Sales Operations, Project Management, Pricing, Profit, Account Management, Time Management, Forecasting, Purchasing
Education
Arizona State University
B.A., Journalism [Walter Cronkite School of Journalism and Mass Communication at ASU]
Professional Development
Bank of America Merrill Lynch June 2015 - Present
HighTower February 2012 - April 2014
Concentric Capital (Acquired by Telemus Capital) September 2010 - February 2012
Bernstein Global Wealth Management May 2010 - September 2010
Massachusetts Attorney General's Office August 2008 - December 2008
Skills
Alternative Investments, Equities, Portfolio Management, Asset Allocation, Salesforce.com, Fixed Income, Series 7, Series 63, Risk Management, Financial Advisory, Series 65, Wealth Management, Investment Strategies, Investment Management, Equity Research, Options Strategies, Business Development, Microsoft Office, VBA, Financial Modeling, Financial Statement..., Valuation, Security Analysis, Trading, Investments, Investment Advisory, Securities, Investment Banking, Due Diligence
Education
Brandeis University 2005 — 2009
BA, Politics, Business, Legal Studies
Investment Banking Institute
Santa Monica High School 2001 — 2005
Amherst College 2004 — 2004
Business Administration and Management, General
Energy Capital Partners July 2015 - Present
Bank of America Merrill Lynch July 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
Amherst College Office of Public Affairs March 2010 - May 2011
Guaranty Trust Bank plc (GTBank May 2010 - August 2010
Office Assistant Amherst College Office of Development September 2009 - February 2010
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Stata, Economics, HTML, Social Media, Valuation, Financial Modeling
Education
Amherst College 2008 — 2012
B.A, Economics, Mathematics, Magna cum laude, with Distinction
Loyola Jesuit College 2001 — 2007
Bank of America Merrill Lynch September 2014 - Present
Bank of America June 2006 - September 2014
Education
Arizona State University
History
McKinsey Digital Labs September 2015 - Present
Bank of America Merrill Lynch August 2014 - Present
Forrester Research May 2013 - August 2013
Highfield Enterprises December 2012 - March 2013
Infosys May 2010 - June 2012
Infosys May 2009 - May 2010
Skills
Agile Methodologies, Project Management, Business Analysis, Requirements Analysis, Visio, Business Intelligence, Rapid Prototyping, Oracle, Java, Leadership, Java Enterprise Edition, Test Driven Development, Data Analysis, Data Visualization, SQL, HTML, JavaScript, Business Process, Professional..., JSP, Interpersonal Skill, CSS, Web Services, Public Speaking, Access, SDLC, Microsoft SQL Server, Systems Analysis, Analytics, Rational Team Concert, Business Intelligence..., JDBC, XML, JSON, Quality Control, Agile Project Management, WordPress, PL/SQL
Education
Syracuse University 2012 — 2014
Masters, Information Management
Anna University 2005 — 2009
Bachelor of Engineering (B.E.), Electronics and Instrumentation, 3.90
Bank of America Merrill Lynch June 2015 - Present
Bucknell University September 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Campus Protein July 2013 - July 2014
Bucknell University August 2013 - May 2014
Charm City Youth Lacrosse League June 2012 - August 2012
Rock Lacrosse June 2011 - August 2012
Baltimore Education Scholarship Trust June 2011 - August 2011
Skills
Statistics, PowerPoint, Matlab, Python, Dreamweaver, C++, Microsoft Excel, Photoshop, Finance, HTML, Valuation, Spreadsheets, DCF Valuation, Credit Risk, Interest Rate Risk...
Education
Bucknell University 2012 — 2015
Bachelor of Science (B.S.), Mathematical Economics (Interdisciplinary study), Senior
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Business Bridge Program
Amherst College 2011 — 2012
Mathematics and Economics
Friends School of Baltimore 2008 — 2011
Bank of America Merrill Lynch June 2015 - Present
Miller Russell Associates January 2015 - May 2015
Family Wealth Advisors and ICA April 2014 - December 2014
Delta Kappa Epsilon Fraternity - Theta Upsilon Chapter August 2013 - August 2014
Education
Arizona State University 2011 — 2015
Bachelor of Science (BS), Finance, Cum Laude
Bank of America Merrill Lynch October 2009 - Present
Skills
Customer Service, Microsoft Excel, Risk Management, PowerPoint, Public Speaking, Team Building, Professional Writing, Adult Education, Procedure Development
Education
Arizona State University 2007 — 2011
Bachelor of Arts (B.A.), Secondary Education and Teaching
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - July 2015
Steritech January 2014 - May 2014
Alpha Phi November 2012 - December 2013
Plemmons Student Union May 2011 - December 2013
Bank of America June 2013 - August 2013
Finance Student Association April 2012 - May 2013
Bowden Investment Group April 2012 - May 2013
Alpha Phi April 2012 - November 2012
Plemmons Student Union January 2010 - May 2011
Skills
Time Management, Leadership, PowerPoint, Management, Analysis, Customer Service, Adobe Design Programs, Finance, Bloomberg Terminal, Research, Facebook, Social Networking, Event Planning, Microsoft Excel, Educational Leadership, Digital Photography, Mathematics, iCIMS, Presentations, Marketing, Department Budgeting
Education
Appalachian State University 2009 — 2013
Bachelor of Science, Business Administration; Marketing, Finance and Banking
Bank of America Merrill Lynch January 2013 - Present
Education
Arizona State University
Bachelor of Science (B.S.), Economics
Arizona State University - W. P. Carey School of Business
Bachelor of Science (B.S.), Economics
BillingTree December 2012 - Present
Bank of America Merrill Lynch January 2006 - December 2012
Gradient Analytics 1999 - 2006
Skills
Equities, Software Project..., Analytics, Risk Management, Project Management, Software Development, Financial Analysis, Banking, Business Analysis, Business Development, Disaster Recovery, Financial Services, Management, Product Development, Quality Assurance, SDLC, Start-ups, Strategic Planning, Strategy, Telecommunications, Vendor Management
Education
Arizona State University 1994 — 1999
Bachelors, Interdisciplinary Studies Business & Communications
Arizona State University
Horizon Capital Management, LLC (SQX.com) July 2013 - Present
Informa Global Markets November 2011 - July 2013
Horizon Capital Management, LLC December 2008 - October 2011
Beacon Capital Markets, LLC. August 2007 - December 2008
Horizon Capital Management, LLC August 1998 - August 2007
Bank of America Merrill Lynch March 1997 - March 1998
Kidder Peabody (UBS) September 1994 - March 1997
Merrill Lynch March 1991 - September 1994
Skills
Global Business..., Financial Sales, Business Development, Financial Market Data, Negotiation, Strategy, Fixed Income, Capital Markets, Hedge Funds, Investments, Insurance, Investment Advisory..., Trading, Financial Markets, Social Media Marketing, Digital Marketing, Technology Software..., Transactional Banking, Marketing Media, Global Sourcing, Global Management, Global Marketing, Salesforce.com, International Sales, Investment Banking, Mortgage Banking, Property & Casualty..., Venture Capital, Working Capital..., Equipment Finance, CRM, Financial Services, New Business Development, Leadership, SaaS, Finance, Management, Equities, Sales, Asset Management, Marketing, Portfolio Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA Digital Marketing Program, Digital Communication and Media/Multimedia, A
Arizona State University 1983 — 1985
Bachelor of Science, Business Administration and Psychology
William Paterson University of New Jersey 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Ramapo High School
Bank of America Merrill Lynch June 2015 - Present
Tata Consultancy Services November 2009 - June 2015
Skills
Python, JavaScript, PHP, HTML, CSS, Java, Django, Shell Scripting, MySQL, PL/SQL, C, SQL
Education
Anna University 2005 — 2009
Bachelor of Technology (B.Tech.), Information Technology
Bank of America Merrill Lynch September 2013 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP November 2011 - September 2013
Bird & Bird LLP March 2011 - September 2011
Skills
Litigation, Commercial Litigation, Legal Research, Legal Writing, International Law, Legal Advice, Civil Litigation, Intellectual Property, Competition Law, Courts, Westlaw, Corporate Law, Securities Regulation, Patent Litigation, Trademarks, Legal Assistance
Education
American University Washington College of Law
JD, Law
Institute for European Studies/Free University Brussels
LL.M., International and European Law
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
GGV Capital November 2013 - May 2014
Metamorphic Ventures June 2013 - August 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Greensea Capital July 2012 - August 2012
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.) Economics, Certificate: Finance
Anglo-American University, Prague
Study Abroad
Roslyn High School 2007 — 2011
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Bank of America Merrill Lynch August 2012 - June 2013
Bowden Investment Group September 2011 - May 2012
China Development Gateway June 2011 - August 2011
Skills
Management, Teamwork, Microsoft Office, Portfolio Management, Sales, Microsoft Excel, Financial Analysis, Outlook, Time Management, Research, Analysis, Social Media, PowerPoint, Banking
Education
Appalachian State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Banking and Finance / International
Sponsors for Educational Opportunity September 2011 - Present
Bank of America Merrill Lynch February 2010 - August 2011
Lenox Advisors August 2009 - March 2010
Banc of America SecuritiesNEw June 2008 - May 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Series 7, PowerPoint, Excel, Microsoft Excel, Financial Services, Recruiting, Talent Management, Series 63, Investment Banking, Financial Analysis, Finance, Bloomberg, Economics, Valuation, Leadership
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S., Economics
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2011 - June 2015
UBS May 2009 - May 2011
Salomon Smith Barney May 2005 - April 2009
Education
Appalachian State University 2004 — 2009
BSBA, Finance & Banking
Bank of America Merrill Lynch September 2015 - Present
Skills
FINRA, Risk Management, Leadership, Financial Risk, Series 24, Financial Advisory, Marketing Communications, Project Management, Public Speaking, Compliance, Project Planning, Public Relations, Technical Writing, Project Execution, Pricing Negotiation
Education
Arizona State University 1994 — 1997
B.A., Communications
Bank of America Merrill Lynch June 2015 - Present
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Credit, Loans, Underwriting, Risk Management, Credit Risk, Portfolio Management, Financial Analysis, Consumer Lending, Relationship Management, Financial Services, Finance, Sales, Mortgage Lending
Education
Louisiana State University 2014 — 2017
Graduate School of Banking
University of North Carolina at Greensboro 2005 — 2007
Masters, Business Administration
Appalachian State University 2001 — 2005
BS, Organizational Psychology / Minor in Business
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch February 2012 - February 2014
Bank of America Merrill Lynch September 2009 - February 2012
Bank of America Merrill Lynch January 2009 - September 2009
Bank of America Merrill Lynch March 2008 - January 2009
Education
Anna University
Bachelor of Engineering (B.E.), Computer Science
Financial Advisor and Sales Consultant 2011 - Present
Bank of America Merrill Lynch 2014 - 2015
Charles Schwab 2005 - 2010
Charles Schwab 2003 - 2005
Charles Schwab 2002 - 2003
Charles Schwab 1997 - 2002
Skills
Investments, Mutual Funds, Financial Modeling, Business Development, Leadership, Corporate Actions, Portfolio Management, Strategy, Financial Analysis, Program Management, Analysis, Competitive Analysis, Management, Bonds, ETFs, Sales Management, Strategic Planning, Investment Management, Investment Strategies, Currency, Finance, Dividends, Restricted Stock, Relationship Management, Sales, Business Strategy, International Sales, Sales Presentations
Education
Thunderbird School of Global Management 2009 — 2011
EMBA, International Finance and Management
Arizona State University
BA, History and Religion
Bank of America Merrill Lynch 2014 - Present
J.P. Morgan 2013 - 2014
Jefferies & Company 2010 - 2013
New York Angels 2009 - 2010
NYC Seed 2009 - 2010
BlueRun Ventures 2008 - 2008
UPEK 2005 - 2008
Arizona State University 2002 - 2005
American Express 2002 - 2002
Hughes Software Systems 2000 - 2001
Skills
Mergers, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Leveraged Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Analytics, LBO, Corporate Development, IPO, Emerging Markets, Capital Markets, M&A experience, Equities, Due Diligence, Hedge Funds
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Arizona State University 2002 — 2004
M.S.
Thapar Institute of Engineering and Technology 1997 — 2001
B.E.
St Johns high school
Bank of America Merrill Lynch June 2015 - Present
Bank of America December 2013 - June 2015
Bank of America December 2010 - December 2013
Wilmer Cutler Pickering Hale and Dorr LLP March 2006 - December 2010
FINRA March 2004 - April 2005
Sullivan & Worcester LLP 2004 - 2005
John M. Fedders January 2003 - February 2004
Ruddy Law Offices 2002 - 2004
Skills
Securities, Hedge Funds, FINRA, SEC, Investment Management, Investment Advisory, Alternative Investments, Registered Investment...
Education
The Catholic University of America, Columbus School of Law 1999 — 2002
JD
Amherst College 1994 — 1998
Bachelor of Arts (B.A.)
American Express October 2013 - Present
Bank of America Merrill Lynch November 2009 - October 2013
Bank of America July 2007 - November 2009
Bank of America November 2005 - July 2007
Skills
Portfolio Management, Banking, Strategic Planning, Credit, CRM, Finance, Commercial Banking, Cash Flow, Loans, Commercial Lending, Risk Management, Financial Analysis, Financial Services, Investment Banking, Strategy
Education
Arizona State University 2002 — 2004
Master of Science, Justice Studies
Arizona State University 1998 — 2002
Bachelor of Science, Justice Studies
Bank of America Merrill Lynch October 2011 - Present
Barclays Capital August 2010 - October 2011
Citigroup October 2009 - October 2010
Hewlett-Packard Financial Services January 2009 - July 2010
Ernst & Young March 2005 - January 2009
Perot Systems Corporation July 1998 - July 2004
HCL Perot Systems 1998 - 2002
Skills
SDLC, Software Project..., Business Analysis, SOA, IT Strategy, Requirements Analysis, Agile Methodologies, ASP.NET, Microsoft SQL Server, Solution Architecture, Oracle, Web Services, .NET, Enterprise Architecture, Software Development, Business Intelligence
Education
Punjab Engineering College 1994 — 1998
Bachelor of Engineering (B.Eng.), Electronics and Electrical Communications
Apeejay School 1992 — 1994
High School, Science, Maths, English
St. Joseph's Convent 1980 — 1992
ISS Institutional Shareholder Services December 2012 - Present
Bank of America Merrill Lynch August 2006 - January 2013
Equity Methods April 2006 - August 2006
Discoverture Solutions 2004 - 2006
Skills
Amazon Web Services..., Big Data, Hortonworks Data..., Hadoop, VMWare, Agile Methodologies, Early-stage Startups, Team Leadership, Java, JavaScript, System Architecture, Integration, SOA, Vulnerability Management, Business Intelligence, Jasper Reports, Talend Open Studio, Grails, Relational Databases, MySQL, Microsoft SQL Server, SQL, Twitter Bootstrap, J2EE, Eclipse, HTTPS, Programming, JBoss Application Server, Tomcat 7, XML, HTML, Quality Center, Linux, Windows, SDLC, DWR, AJAX, Web Development, XSLT, Microsoft Office, SAS, Web Application Security, iReport, Jenkins, Tortoise SVN, Load Balancing, VirtualBox, Spring Security, Groovy, Struts
Education
Arizona State University
MS, Computer Systems
Bangalore University
BE, Mechanical Engineering
St Joseph's Indian High School
Bank of America Merrill Lynch 2009 - Present
Skills
Investment Banking, Management, Equities, Investments, Capital Markets, Product Management, Valuation, Financial Modeling, Financial Analysis, Program Management, Business Analysis, Derivatives, SDLC, Credit, Bloomberg, Asset Management, Fixed Income, Portfolio Management, Business Strategy
Education
Columbia University - Columbia Business School 2006 — 2007
Andhra University
Bachelors of Engineering
kakinada
kakinada
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2011 - August 2014
Bank of America February 2008 - June 2011
Bank of America October 2002 - January 2008
John Deere January 2000 - October 2002
Rockwell Automation June 1995 - June 1999
Rockwell Automation April 1993 - June 1995
Skills
Lean Manufacturing, Six Sigma, Supply Chain Management, Process Improvement, Banking, Cross-functional Team..., Operations Management, Process Engineering, Product Development, Program Management, Strategic Planning, Strategy Development, Product Management, Leadership, Manufacturing, Project Management, Management
Education
Arizona State University 2001 — 2003
MBA, Business - Supply Chain
Cleveland State University 1994 — 1998
MS, Industrial Engineering
The Ohio State University 1988 — 1993
BS, Industrial and Systems Engineering
Bank of America Merrill Lynch December 2014 - Present
Bank of America October 2012 - December 2014
Bank of America May 2007 - October 2012
Department of Defense March 2005 - May 2007
ADESA March 2004 - March 2005
Ralph Lauren June 2003 - March 2004
Metro Guard Services July 1998 - May 2003
Prudential Insurance Company of America June 1996 - June 1998
Skills
Bilingual:English/Spanis..., Sarbanes-Oxley Act, Auditing, General Ledger, Account Reconciliation, Balance, Financial Statements, Financial Reporting, Financial Analysis, Internal Controls, Internal Audit, Accounting, Financial Accounting, Financial Risk, Analysis, Accounts Payable, Process Improvement, Forecasting, Enterprise Risk...
Education
Anderson University 2005 — 2007
Masters, Business Administration
Rutgers University 1994 — 1996
Bachelor of Science, Accounting
Caldwell University 1990 — 1994
BS, Business Administration
Consultant May 2011 - Present
Agero, Inc. 2014 - 2015
Agero, Inc. 2014 - 2015
Bank of America Merrill Lynch June 2010 - October 2011
Microsoft November 2008 - June 2010
Bank of Tokyo-Mitsubishi January 2008 - November 2008
Siemens Health Care, 2007 - 2008
Ethos Solutions 2005 - 2006
Skills
AngularJS, JavaScript, Meteor, ASP.NET MVC, .NET, C#, Node.js, jQuery, MongoDB, Dojo, Entity Framework, XML, Microsoft SQL Server, Agile Methodologies, ADO.NET, Databases, Web Services, WCF, LINQ, AJAX, Windows Azure
Education
Anna University
B.E, Electronics and Communication Engineering
Syracuse University
M.S, Computer Engineering
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2013 - Present
Bank of America Merrill lynch April 2010 - April 2013
BNP Paribas April 2006 - April 2010
Morgan Stanley 2005 - 2006
Verizon wireless 2004 - 2006
Lucent Technologies 2001 - 2003
i2 Technologies 2001 - 2001
AT&T 1999 - 2001
Skills
Quality Assurance, Investment Banking, Project Management, Management, Leadership, SDLC, Banking, Agile Methodologies, Team Building, Risk Management, Process Improvement, Capital Markets, Equities, Test Planning, Team Management, Derivatives, Change Management, Team Leadership, Governance, Finance, Test Automation, System Testing, Resource Management, Release Management, Portfolio Management, IT Management, Quality Management, Solaris, Metrics, Cross-functional Team...
Education
Andhra University
Fordham University School of Law
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
TD Bank April 2013 - Present
Bank of America Merrill Lynch December 2010 - October 2012
Fiserv Inc June 2006 - January 2011
Fiserv Inc January 2005 - June 2006
Aventis Pharmaceuticals 2002 - 2004
Barnes & Noble April 1999 - October 2001
Applied Business Technologies 1993 - 1995
Skills
SDLC, Software Project..., Business Analysis, Agile Methodologies, Requirements Analysis, Software Development, Enterprise Architecture, .NET, SQL, Microsoft SQL Server, Agile Project Management, Software Development..., IIS, Application Architecture, Quality Center, Project Management, Change Management, PMP, Process Improvement, IT Management, Management, Testing
Education
University of Central Florida 2007 — 2009
MBA
Anna University 1986 — 1988
Master of Science, Applied Mathematics
University of Madras 1983 — 1986
BS, Mathematics
Vidya Mandir 1981 — 1983
Bank of America Merrill Lynch May 2000 - May 2014
Banco Santander May 1996 - April 2000
ABN AMRO Bank N.V. April 1995 - May 1996
BBVA Bancomer April 1994 - April 1995
Smith Barney Brokerage Firm June 1991 - April 1994
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Credit Derivatives, Prime Brokerage, Loan Origination, Structured Finance, Equities, Banking, Equity Derivatives, Structured Products, MBS, ABS, Financial Structuring, CDS, FX Options, Operational Risk, Swaps, Middle Office, Securitization, Bonds
Education
American University 1986 — 1988
Master of Business Administration (MBA), International Business
Saint Michael's College 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch April 2008 - June 2014
Bank of America 2002 - March 2008
First Union National Bank 1999 - 2002
Bell South 1992 - 1999
Skills
Credit Cards, Treasury, Treasury Services, Banking, Commercial Banking, Treasury Management, Portfolio Management, Credit Analysis, Relationship Management, Cash Management, Financial Services, Payments, Credit, Process Improvement, Loans
Education
Appalachian State University 1988 — 1990
BS
Montreat College 1986 — 1988
Bank of America Merrill Lynch July 2014 - Present
Janney Montgomery Scott September 2001 - July 2014
NASD May 1999 - August 2001
Skills
Securities, Investment Advisory, Series 7, AML, Securities Regulation, Estate Planning, Equities, Wealth Management, Hedge Funds, Fixed Income, Asset Management, Investments, Financial Services, Alternative Investments, Uniform Combined State..., Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1996 — 1999
JD, Law
American University - Kogod School of Business 1992 — 1996
BSBA, International Finance
BBVA Compass August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2014
Bank of America Merrill Lynch July 2012 - May 2013
Bank of America Merrill Lynch - Global Market Securities for the Americas August 2010 - July 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Duke Energy September 2004 - September 2006
Getrag Corporation (now GKN Driveline) May 2002 - August 2003
Skills
International..., Trade Finance, Risk Management, Compliance, International Capital..., SOX, Visio, Internal Audit, Internal Controls, Process Improvement, Process Mapping, Energy, Audit, Lotus Notes, Outlook, Microsoft Office, International Relations, Capital Markets, Project Documentation, Credit Cards, Project Coordination, Project Implementation, Policy Analysis, Policy Writing, Mortgage Industry, Regulatory Liaison, Regulatory Analysis, Banking, Finance, Auditing, AML, Portfolio Management, Sarbanes-Oxley Act, Strategy, Leadership, Management, Financial Reporting, Regulations, Financial Services, Documentations, Mortgage Lending, Cross-functional Team..., Business Process Mapping, Anti Money Laundering
Education
Appalachian State University 2000 — 2004
BSBA, Business Management
Fudan University
Merrill Edge March 2015 - Present
Merrill Edge August 2014 - March 2015
Merrill Lynch November 2012 - August 2014
Bank of America Merrill Lynch October 2009 - January 2013
Bank Of America October 2009 - October 2010
Wells Fargo Home Mortgage March 2009 - October 2009
AdonNetwork.com January 2008 - November 2008
Maricopa Mortgage March 2006 - January 2008
NationsChoice Mortgage March 1994 - March 2006
TB Lead Resources March 1997 - July 2004
Skills
Mortgage, NMLS, Securities, Wealth Management, Series 7, Relationship Management, Series 63, Banking, Financial Services, Cash Management, Credit, Mortgage Banking, Loans, Mortgage Lending, Finance, Investments, Sales
Education
Arizona State University 1986 — 1991
B.S., Political Science
Bank of America Merrill Lynch September 2014 - Present
Merrill Lynch / Bank of America June 2010 - September 2014
Fidelity Investments February 2010 - May 2010
UBS Wealth Management December 2007 - June 2009
UBS Investment Bank October 2007 - December 2007
First Investors Corporation January 2007 - May 2007
Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Essbase, Hyperion Financial..., Finance, Management, Analysis
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
B.B.A., Economics
Nassau Community College 2002 — 2004
A.A.S., Business Administration
Martin Van Buren High School 1998 — 2002
Apeejay School 1986 — 1998
Bank of America Merrill Lynch September 2007 - Present
Johnson Controls April 2004 - August 2007
Cisco Systems November 2002 - March 2004
Ciena August 2000 - November 2002
Internet Technology Group, Inc. March 2000 - August 2000
Tata Consultancy Services August 1998 - March 2000
Skills
Java, Swing, J2EE, C#,...
Education
Andhra University 1994 — 1998
High 5 Games January 2013 - Present
Thomson Reuters April 2012 - August 2012
Bank of America Merrill Lynch July 2010 - November 2011
Core Objects Pvt. Ltd June 2007 - July 2008
Skills
JUnit, Struts, Java, XML, Python, EJB, Design Patterns, SQL, JavaScript
Education
Carnegie Mellon University 2008 — 2010
MS-IT, Software Engineering
Anna University 2003 — 2007
B.E., Computer Science
Bank of America Merrill Lynch April 2005 - Present
Skills
Investment Banking, Mergers & Acquisitions, Business Analysis, Equities, Capital Markets, Portfolio Management, Hedge Funds, Derivatives, Securities, Risk Management, Fixed Income, Management, Program Management, Trading Systems, Project Management, SDLC, Change Management
Education
American University Washington College of Law 1982 — 1985
JD, LAW
New York University 1978 — 1982
BA, English and Economics
Academy of Mt. St. Ursula 1974 — 1978
TIBCO Software Inc. July 2014 - Present
TIBCO Software Inc. August 2012 - June 2014
Yesleo.com July 2011 - August 2012
Covance January 2011 - July 2012
Bank Of America Merrill Lynch January 2007 - December 2010
Tata Consultancy Services 1999 - 2006
Skills
SDLC, TIBCO, SOA, PMP, Integration, EAI, Business Process Design, Software Development, Enterprise Architecture, Solution Architecture, Web Services, Agile Methodologies, Oracle, Java Enterprise Edition, Software Project..., ESB, SOAP, Pre-sales, Middleware, JMS, Architecture, Cloud Computing, Architectures
Education
Osmania University 1996 — 1999
MCA, Computer Applications
Andhra University 1993 — 1996
Bachelor of Science (B.Sc.), Mathematics
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch February 2011 - August 2012
Bank of America September 2007 - February 2011
Bank of America 2005 - 2007
Skills
Fixed Income, Risk Management, Loans, Business Analysis, Banking, Derivatives, Capital Markets, Credit, Management
Education
Appalachian State University
Citi May 2012 - Present
Bank of America Merrill Lynch August 1996 - May 2012
MetLife March 1989 - July 1996
Skills
Risk Management, Vendor Management, IT Strategy, Process Engineering, Six Sigma, IT Governance, Program Management, IT Operations, Strategic Planning, Team Building, ITIL, IT Service Management, Banking, Business Analysis, SDLC, Process Improvement, Management, Project Portfolio..., Business Process..., Strategy, PMO, IT Management, Financial Services
Education
Arizona State University 1985 — 1988
BS, Physics
Bank of America Merrill Lynch May 2010 - Present
UBS Wealth Management July 2008 - April 2010
UBS Securities 2000 - 2008
UBS Investment Bank 1998 - 2008
Moody's Investors Service 1991 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance
Amherst College 1971 — 1975
BA
Bank of America Merrill Lynch May 2004 - Present
Bank of America May 2004 - December 2007
JP Morgan Chase 2002 - 2004
Education
University of Georgia - Terry College of Business 2000 — 2002
MBA, Finance and Real Estate
University of North Carolina at Chapel Hill 1992 — 1994
BS Business Administration, Finance
Appalachian State University 1990 — 1992
History
Citi March 2014 - Present
Bank of America Merrill Lynch March 2010 - December 2013
AIG October 2007 - March 2010
Public Company Accounting Oversight Board September 2006 - December 2006
PepsiCo May 2005 - August 2005
Skills
Business Strategy, Planning Budgeting &..., Business Management, Project Management, Project Planning, Management Consulting, Financial Reporting, Operational Due..., Financial Analysis, Business Analysis, Change Management, Business Process..., Product Support, Risk Management, Operational Excellence, Valuation, Accounting, Equities, Competitive Analysis, Data Analysis
Education
American University - Kogod School of Business 2003 — 2007
Bachelor of Science, Finance
Morristown-Beard High School 1999 — 2003
PJT Partners LP June 2015 - Present
JPMorgan Chase October 2013 - April 2014
Bank of America Merrill Lynch June 2010 - May 2013
Merrill Lynch February 2006 - May 2010
Boston Stock Exchange (Boston Options Exchange) July 2004 - January 2006
TradingLab, Inc. February 2002 - June 2004
O1, Inc - DealComposer 2001 - January 2002
Citibank 1998 - 2001
RBS Greenwich Capital (fka Greenwich Capital Markets) 1997 - 1998
US Securities and Exchange Commission March 1993 - December 1996
Skills
Series 7, Series 24...
Education
American University Washington College of Law 1989 — 1992
JD, Law
University of Michigan 1984 — 1989
BA, English
Bank of America April 2014 - Present
BA Continuum Solutions Private Limited December 2011 - March 2014
Bank of America December 2010 - December 2011
Bank of America Merrill Lynch September 2008 - November 2010
Keane India Pvt. Ltd. 2006 - 2008
Skills
Agile Methodologies, Testing, SDLC, Requirements Analysis, SQL, Management, Software Project...
Education
Anna University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bank of America Merrill Lynch January 2011 - Present
Digital Technology Group of Companies Inc August 2009 - January 2011
Tata Consultancy Services August 2004 - July 2009
Education
Amravati University
Bachelor of Engineering, Electronics & Telecommunication
Citizens Financial Group, Inc. October 2013 - Present
Bank of America Merrill Lynch September 2011 - October 2013
Motorola Mobility May 2010 - June 2011
DMN Global Sevices April 2010 - August 2010
Skills
C#, ASP.NET, Oracle PL/SQL..., Microsoft SQL Server, Toad, Erwin, Informatica, Linux, Netezza, Oracle RAC, Crystal Reports, Quality Center, Python, Data Warehousing, MongoDB, pymongo, PL/SQL, SQL, T-SQL, Oracle
Education
Illinois Institute of Technology 2009 — 2011
M.S, Information Technology and Management
Anna University 2004 — 2008
B.Tech, Information Technology
JPMorgan Chase October 2012 - Present
Bank of America Merrill Lynch April 2007 - January 2013
Bear Stearns 2005 - 2007
Education
Andhra University 1996 — 2000
BE, Electrical & Electronics
AT&T May 2013 - Present
Verizon Wireless September 2012 - March 2013
The Children's Place February 2011 - September 2012
Bank of America Merrill Lynch February 2008 - January 2011
Education
SKCET - Anna University 2004 — 2008
Bachelors in Engineering, Information Technology
Bank of America Merrill Lynch March 2014 - Present
Think Tech Labs January 2013 - December 2013
Infosys June 2010 - July 2011
Skills
Machine Learning, C, C++, Apex Programming, Visual Force, Java, JavaScript, MySQL, SQL, jQuery, Informatica, Matlab, Unix, Agile Methodologies
Education
University of Michigan 2011 — 2013
Master of Science(MS), Computer Science and Engineering
Anna University 2006 — 2010
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, 75%
BMO Capital Markets August 2013 - Present
Bank of America Merrill Lynch March 2012 - August 2013
Bank of America Merrill Lynch July 2010 - March 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Capital Markets, Bonds, Credit Analysis, Credit Risk, Credit, Underwriting
Education
Arizona State University 2008 — 2010
B.S., Finance
Arizona State University - W. P. Carey School of Business 2008 — 2010
B.S., Finance
Wall Street Prep
Wall Street Prep
Bank of America Merrill Lynch September 2007 - Present
Tata Consultancy Services September 2007 - September 2013
Skills
SQL, Microsoft Office, HTML, Management, Microsoft Excel, Microsoft Word
Education
Andhra University 2003 — 2007
Bachelors of engineering, Electronics and Communications Engineering
Questrade January 2015 - Present
CIBC December 2011 - January 2015
Bank of America Merrill Lynch September 2010 - February 2012
Descartes Systems Group January 2008 - September 2010
Computer and Communication Technology January 2006 - December 2007
Skills
.NET, C#, SQL, SharePoint, Microsoft Business..., XML, WCF, TFS, Tortoise SVN, JavaScript, SOAP, Software Design, SOA, Scrum, IIS, Eclipse, Visual Studio, XSLT, Databases, Software Development, WF, AJAX, Business Intelligence..., PL/SQL, Database Design, SSIS, Design Patterns, ASP.NET, SSRS, Microsoft SQL Server, Web Development
Education
American University of Beirut 2003 — 2007
MSc, Computer Science
American University of Beirut 2000 — 2003
BSc, Computer Science
Bank of America Merrill Lynch June 2014 - Present
Bank of America February 2011 - June 2014
Bank of America January 2008 - June 2011
Skills
Banking, Credit, Customer Service, Finance, Investments, Leadership, Loans, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Portfolio Management, Project Management, Research, Securities, Spreadsheets, Strategic Planning, Tax, Trading, Training
Education
Appalachian State University 2003 — 2007
BSBA, Major: Marketing Minor: International Business
ElectriCities of NC April 2004 - Present
Town of Knightdale, NC November 2001 - April 2004
Alexander County Schools January 2000 - October 2001
Bank of America Merrill Lynch February 1995 - January 2000
Skills
Communications Planning, Communications..., Local Government, Corporate Communications, Strategic Communications, Media Relations, Public Relations, Press Releases, Government, Copywriting, Social Media, Message Development, Editing, Marketing Communications, Newsletters, Blogging, Corporate Branding, AP Style, Brand Development, News Writing, Marketing Strategy, Publications, Market Planning, Communication Training, Crisis Communications, Economic Development, Project Planning, Spokesperson, Nonprofits, Community Development, Internal Communications, Speech Writing, Publicity, Public Policy, Advertising, Web Content, Public Affairs, Policy, Strategic Planning, Reputation Management
Education
East Carolina University 2002 — 2006
MA, Technical/Professional Communications
Appalachian State University 1991 — 1994
BSBA, Finance
Bank of America Merrill Lynch October 2014 - Present
Paul Bunyan's Firewood November 2012 - September 2013
Objectif 3P August 2010 - November 2012
Fidelity Investments September 2004 - February 2009
Citi November 2003 - September 2004
Skills
Leadership, Financial Services, Investments, Strategic Planning, Affordable Housing, Public Speaking, Social Media, Fundraising, Public Relations, Marketing, Sales, Project Management, Retirement Planning, Customer Service, Financial Analysis, Portfolio Management
Education
Arizona State University
Bank of America Merrill Lynch May 2015 - Present
NYU School of Law 1993 - Present
Credit Suisse July 2010 - May 2015
UBS January 2005 - June 2010
Cravath, Swaine & Moore LLP September 1984 - December 2004
Skills
Strategy, Corporate Finance, Mergers & Acquisitions, Capital Markets, Tax Law, Management, Due Diligence, Financial Modeling, Mergers, Venture Capital
Education
NYU School of Law 1988 — 1992
LL.M., Taxation
NYU School of Law 1981 — 1984
J.D
Amherst College 1974 — 1978
A.B., History; Music
Bank of America Merrill Lynch 2008 - Present
Bank of America Merrill Lynch 2006 - 2008
Bank of America 1999 - 2006
Skills
PMO, Risk Management, Business Analysis, Project Delivery, Software Project..., Project Management, Stakeholder Management, Program Management, Requirements Gathering, Financial Services, Requirements Analysis, Business Requirements, Process Improvement, Waterfall
Education
Appalachian State University
Bachelor of Science (B.S.), Accounting
Attman Holdings, LLC September 2013 - Present
Fitzgerald Commercial Real Estate June 2012 - September 2013
Bank of America Merrill Lynch March 1985 - May 2012
KeyBank July 1977 - February 1985
Skills
Series 7, Series 63, Series 24, Asset Management, Investments, Alternative Investments, Portfolio Management, Capital Markets, Estate Planning, Private Equity, Uniform Combined State..., Brokerage, Series 65, FINRA, Valuation, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Risk Management, Investor Relations
Education
Amherst College
Bachelor's degree
National Commercial Lending School
Commercial Banking
Infosys January 2010 - Present
Bank of America Merrill Lynch 2012 - 2014
Covansys October 1998 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML
Education
IIT Madras 2000 — 2003
Master of Technology (M.Tech.), Computer Science
Andhra University 1993 — 1997
Bachelor of Engineering (B.E.), ECE
Bank of America Merrill Lynch December 2009 - Present
Bank of America January 2007 - December 2009
Education
Appalachian State University 2002 — 2006
Bachelor of Science (BS), Banking and Finance
Bank of America Merrill Lynch September 2015 - Present
Northwestern Mutual May 2015 - September 2015
US Small Business Administration January 2015 - May 2015
Briess Malt & Ingredients Co. May 2014 - December 2014
Kaytee Products Inc December 2013 - January 2014
Walsdorf Roofing Company June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office
Education
St. Norbert College 2013 — 2016
Bachelor's Degree, Economics
American University
Washington Semester Program