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
Citi 2012 - Present
Bank of America Merrill Lynch May 2011 - April 2012
Saveology.com ™ March 2009 - May 2011
S & A Provisions, Inc. January 2000 - June 2010
Skills
Fluent in Italian, Planned Company-Wide..., Administrative Support, Buying, Sales Management, Attention To Detail, Highly versatile, Challenges, Highly Adaptable, Team Oriented, Microsoft Word, Microsoft Office, Excel, PowerPoint, Outlook Express, Concur, Excellent verbal and..., Work at a fast pace, Able To Multi-task, Administrative..., Budgets, Microsoft Excel, Process Improvement, Accounts Payable, Real Estate, Adaptation, Customer Service, Team-oriented, Sales, Outlook, Retail, Call Centers, Management, Training, Salesforce.com, Invoicing, Coaching
Education
Fashion Institute of Technology 1987 — 1989
Associate of Science (AS), Merchandising and Buying Operations
Management Leadership for Tomorrow (MLT) June 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Skills
Private Childcare..., PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Access, Analysis, Research, Matlab, Leadership, Microsoft Office, Data Analysis, Organization, Teamwork, Financial Analysis
Education
Florida A&M University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
North Mecklenburg High School 2008 — 2012
Diploma
Credit Suisse September 2014 - Present
BNY Mellon September 2013 - September 2014
Bank of Tokyo-Mitsubishi UFJ December 2012 - July 2013
Bank of America, Merrill Lynch June 2011 - February 2012
Bank of America, Merrill Lynch June 2010 - May 2011
Bank of America, Merrill Lynch January 2009 - May 2010
Merrill Lynch October 2002 - December 2008
Deutsche Bank May 1995 - October 2002
CIBC October 1993 - May 1995
Citibank N.A. April 1987 - October 1993
Skills
FX Operations, FX Options, Back Office, Settlement, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Visio, Hands-on Problem Solver, Account Reconciliation, FX Prime Brokerage, FX Middle Office, Broadridge Proactive, Wall Street, Superior Client Service, Foreign Exchange, Operational Risk, Client Services, Trading, Hedge Funds, Financial Risk
Education
Fairleigh Dickinson University 1981 — 1985
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA, Botany
Hudson Catholic High School 1973 — 1976
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Seitlin-Marsh & McLennan Agency Florida Region September 2013 - January 2014
Federal Deposit Insurance Corporation May 2013 - August 2013
Wells Fargo August 2011 - May 2013
Westin Hotels & Resorts May 2010 - October 2011
Skills
Cross Selling, Interpersonal Skill, Microsoft Office, Social Media, Market Research, Cash Handling Experience, Customer Oriented, Close Attention to..., Presentation Development, Team-oriented, Self-starter, Preparation Of Reports, Administrative Work, Microsoft Excel, Banking, Teamwork, Compliance, Regulatory Analysis, Fundraising, Spanish, Coaching, Customer Service, Microsoft Word, PowerPoint, Public Speaking
Education
Florida International University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing & International Business
Bank of America Merrill Lynch 2010 - Present
Wells Fargo Bank 2003 - 2010
First American Title Co 2000 - 2002
GMAC Mortgage 1998 - 2000
Skills
Mortgage Lending, Banking, Consumer Lending, Credit, Credit Analysis, FHA, Finance, Financial Services, Leadership, Loan Origination, Loans, Mortgage Banking, Risk Management, Sales, Strategic Planning
Education
Florida Atlantic University 1993 — 1997
English - Business Administration
Deutsche Bank July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Guotai Junan Securities Co., Ltd May 2012 - June 2012
Goldman Sachs June 2011 - August 2011
America Society of Georgia February 2011 - August 2011
AIC Education March 2008 - August 2009
Skills
Financial Analysis, PowerPoint, Excel, Corporate Finance, Financial Modeling, Microsoft Excel, Economics, Fundraising, Event Planning, Research, Capital Markets, Program Management, Investment Banking, Data Analysis, Equity Research, Bloomberg, Valuation
Education
Emory University 2009 — 2013
Bachelor's degree, Economics
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance
SFLS
Pagemill Partners 2014 - Present
MHT MidSpan 2011 - 2014
Dar Capital 2010 - 2010
Bank of America Merrill Lynch 2007 - 2009
BNP Paribas 2003 - 2005
Skills
Private Equity, Investment Banking, LBO, Venture Capital, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Microsoft Excel, PowerPoint, Corporate Finance, Corporate Development, Business Strategy, Capital Markets, M&A experience, Due Diligence, Structured Finance, Equities, Emerging Markets, Mergers, Investments, IPO, Private Placements
Education
HEC School of Management
MSc in Management
Emory University
B.A. in Economics and French
Bank of America Merrill Lynch March 2007 - Present
Prudential Financial April 2004 - March 2007
Seton Hall University January 2002 - April 2004
Skills
Bloomberg, Derivatives, Fixed Income
Education
Fairleigh Dickinson University 2006 — 2008
Master of Science, Accounting
Seton Hall University 1998 — 2003
BA, Economics & Political Science
Savage Sessions August 2011 - September 2012
Bank of America Merrill Lynch September 2008 - August 2011
Plus One April 2004 - August 2011
Merrill Lynch Fitness Center powered by Plus One August 2006 - July 2011
Merrill Lynch 222 Broadway Fitness Center August 2006 - July 2011
Plus One Fitness 2002 - 2011
Merrill Lynch South Tower Fitness Center April 2004 - August 2006
Goldman Sachs Wellness Center October 2003 - April 2004
Goldman Sachs Fitness Exchange (Plus One Fitness) August 2002 - April 2004
Goldman Sachs Wellness August 2002 - April 2004
Skills
Program Management, Operations Management, Personal Training, Fitness, General Operations, Plyometrics, Budget, Fitness Training, Nutrition, Corporations, Wellness Coaching, Strength Training, Weight Training, Sports, Sales, Wellness, Leadership, Customer Service, Public Speaking, Employee Wellness, Athletics, Exercise Physiology, Training, Management, Health Promotion, Budgets, Yoga, Coaching, Sports Nutrition, Healthy Lifestyles, Communication, Healthy Eating, Nutritional Counseling, Styling
Education
Life University 2013 — 2018
Doctor of Chiropractic, Chiropractic
Hofstra University 2000 — 2002
BS, Exercise Science
Hofstra University 2000 — 2002
B.S, Exercise Science
Hofstra University 2000 — 2002
Bachelor of Science, Exercise Physiology
Hofstra University 2000 — 2002
B.S, Exercise Science
Hofstra University 2000 — 2002
BS, Exercise Physiology
Hofstra All Girl Cheer Team 2000 — 2001
College Cheerleading National Cahmpionship participant
Hofstra All Girl Cheer Team 2000 — 2001
Finger Lakes Community College 1998 — 2000
AA, Liberal Arts
Wayne Central High School 1994 — 1998
Regents diploma
Bank of America Merrill Lynch October 2013 - Present
Merrill Lynch October 2010 - October 2013
Wachovia, A Wells Fargo Company January 2010 - October 2010
Wachovia Bank January 2009 - December 2009
Wachovia Bank August 2007 - December 2009
Wachovia Bank February 2007 - December 2008
Caspers Group McDonald's March 2006 - February 2007
Caspers Group McDonald's June 2002 - February 2006
Skills
Microsoft Office, Banking, Call Center, Retail Banking, Cash Management, Microsoft Excel, PowerPoint, Microsoft Money, Microsoft Word, Internet Explorer, Customer Service, Budgets, Outlook, Access, Accounting, Call Centers, Customer Satisfaction, Coaching, Management, Training, Retail, Forecasting, Recruiting, Insurance, Data Analysis, Public Speaking, Process Improvement, Strategic Planning, Event Planning, Business Analysis, Sales, Auditing, PeopleSoft
Education
Strayer University 2010 — 2013
Bachelor of Business Administration, Finance
Florida Agricultural and Mechanical University 2000 — 2003
Business Administration
Grant Thornton LLP January 2015 - April 2015
Emory University Telefund February 2013 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
Custom Elite Socks May 2013 - August 2013
Rockland Electric Contracting May 2012 - August 2012
Skills
Microsoft Office, Data Analysis, Research, Teamwork, Public Speaking, Statistics, Financial Analysis, Sales, Customer Service, Management, Social Media, Microsoft Word, Program Management, Coaching, Leadership, Forensic Accounting, Social Networking, Capital IQ, Financial Modeling, DCF Valuation, Valuation Modeling, Marketing, Bloomberg Terminal, Tableau, EDGAR
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration/Master of Professional Accounting (BBA/MPA), Accounting and Finance, Senior
University of St. Gallen 2014 — 2014
Bachelor of Business Administration (BBA), Finance, General
Nyack High School 2007 — 2011
Advanced Regents Diploma with Distinction
Mitsubishi UFJ Financial Group, Inc. March 2014 - Present
Bank of America Merrill Lynch August 2007 - March 2014
Federal Aviation Administration - FAA 2006 - 2006
Skills
Project Management, Operational Risk..., Regulatory Analysis, Business Requirements, Business Analysis, Agile Methodologies, Lean Management, Operational Risk, Product Management, Fixed Income, Equities, Derivatives, Middle Office, Securities, FX Options, Commodity, Leadership, Credit, Financial Services, Microsoft Office, Valuation, Capital Markets, Hedge Funds, Scrum, Banking Technologies, Legal Writing, Software Project..., Equity Derivatives, FACTA, Self Assessment, Risk Management, Financial Risk, Management
Education
Quinnipiac University School of Law
JD/MBA, Regulatory Law
Fairfield University
BA, Political Science
Bank of America Merrill Lynch January 2015 - Present
Hispanic/Latino Organization for Leadership and Advancement June 2013 - January 2015
Bank of America Merrill Lynch August 2010 - December 2014
Bank of America Corporation January 2007 - August 2010
Makai 2002 - 2004
United States Air Force September 1998 - September 2002
United States Embassy, Panama August 1996 - September 1998
Skills
Microsoft Office, Spanish-English, MapPoint, Cash Flow Forecasting, Card Profitability, Expense Management, P&L Financial Management, Financial Analysis, Forecasting, Analytics, Quantitative Analytics, Financial Modeling, Financial Reporting, Corporate Finance, Reporting & Analysis, P&L Modeling, Business Valuation, Business Strategy, Banking, Contract Negotiation, Process Consulting, Strategic Consulting, Management Consulting, Project Management, Linguistics, Military Liaison, Military Operations, Military Experience, Military Training, Avionics, Avionics Integration, Marketing Communications, Project Managers, Investigative Research, WebEx, Live Meeting, Microsoft Communicator, SAP Business Software, Business Objects, Portfolio Management, Valuation
Education
Florida International University 2004 — 2006
BHS
GROUNDFLOOR September 2013 - Present
Republic Wireless (a division of Bandwidth.com) August 2012 - September 2013
Republic Wireless (a division of Bandwidth.com) November 2011 - August 2012
Bandwidth.com April 2011 - October 2011
Bank of America Merrill Lynch July 2010 - February 2011
Talon Systems August 2008 - August 2009
Talon Systems USA January 2007 - August 2008
Talon Systems USA August 2004 - January 2007
Skills
Business Development, Financial Modeling, Strategy, Competitive Analysis, Corporate Finance, Financial Analysis, Finance, Product Management, Customer Insight, Microsoft Excel, Business Model..., Pricing, Consumer Products, Positioning, Strategic Partnerships, Valuation, Business Analysis, Cross-functional Team..., Leadership, Management, Strategic Planning
Education
London Business School 2009 — 2010
Masters in Finance, Corporate Finance
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
University of North Carolina at Chapel Hill 1999 — 2003
B.A., Biology
UC Berkeley Haas School of Business
Product Management Program
HSBC May 2015 - Present
HSBC May 2013 - May 2015
BB&T October 2012 - April 2013
Bank of America Merrill Lynch 2009 - 2011
Bank of America Merrill Lynch 1996 - 2009
Skills
Capital Markets, Loans, Debt, Syndications, Structuring, Origination, Commercial Banking, Loan Origination, Risk Management, Leveraged Finance, Financial Structuring, Finance, Structured Finance, Financial Services, Credit Analysis, Investment Banking, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
ESADE Business School
MBA, Semester Abroad, Finance
Yale University 1988 — 1992
BA, Spanish
Bank of America Merrill Lynch June 2013 - Present
LaForce + Stevens December 2012 - March 2013
LaForce + Stevens September 2012 - December 2012
Cristiano Magni PR May 2012 - August 2012
Amy Barrickman Design September 2011 - December 2011
Trust Company of the West/The TCW Group May 2010 - August 2010
Trust Company of the West/The TCW Group May 2009 - August 2009
Rocky Cola Café June 2008 - August 2008
Skills
Marketing Communications, Social Media, Social Media Marketing, Public Relations, Press Releases, News Releases, Event Planning, Public Speaking, Social Networking, Cision, PowerPoint, Media Relations, Microsoft Excel, Inventory Management, Blogging, Ap Style, Microsoft Office, Facebook, Lexis Nexis, TV Eyes, Advertising, Editing, Marketing, Integrated Marketing, Microsoft Word
Education
Villanova University 2008 — 2012
Bachelor of Arts, Communications/Public Relations, French & Francophone Studies, Business
Fashion Institute of Technology 2012 — 2012
Public Relations, Advertising, and Applied Communication
Mayfield Senior School 2004 — 2008
Pasadena Art Center College of Design
and fine arts
Bank of America July 2012 - Present
Bank of America January 2009 - May 2013
Bank of America Merrill Lynch July 2011 - July 2012
Bank of America April 2010 - July 2011
Bank of America January 2009 - April 2010
Bank of America February 2008 - December 2008
Bank of America February 2007 - February 2008
Bank of America June 2006 - February 2007
Bank of America January 2005 - June 2006
Skills
Supplier Risk Management, Supplier Quality..., Leadership, Management, CRM, Recruiting, Credit, Customer Service, Project Management, Business Development, Coaching, Analysis, Banking, Marketing, Process Improvement, Risk Management, Strategic Planning, Strategy
Education
Florida Institute of Technology 2015 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gibbs College
Rutgers University
Bank of America Merrill Lynch August 2011 - Present
Education
Florida A&M University 1995 — 2000
Music Teacher Education
William M Raines HS 1993 — 1995
The Depository Trust & Clearing Corporation (DTCC) April 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Bank of America Merrill Lynch March 2009 - April 2011
Merrill Lynch & Co., Inc. April 2006 - March 2009
Merrill Lynch July 2001 - April 2006
Merrill Lynch August 2000 - July 2001
Merrill Lynch December 1996 - August 2000
Education
Saint John's University 1991 — 1992
MBA, Executive Management
Fairfield University 1983 — 1987
BS, Marketing, Spanish
University of Pennsylvania - The Wharton School
Bank of America Merrill Lynch May 2014 - Present
Skills
Business Development, Commercial Banking, Finance, Leadership, Strategic Planning, Financial Analysis, Project Management, Public Relations, Non-profits, Financial Modeling, Public Speaking, Civic Engagement, Relationship..., Revenue Growth..., New Business Development, Sales, Nonprofits, Credit, Leadership Development, Portfolio Management, Banking
Education
Emory University - Goizueta Business School 2005 — 2006
MBA, Capital Markets
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Majors: Finance and International Business, Minor: Psychology, GPA 3.7, Graduated Cum Laude
Mediant Communications, LLC January 2014 - Present
Hewlett-Packard December 2012 - January 2014
Bank of America Merrill Lynch 1998 - 2011
Skills
PHP, Perl, JavaScript, HTML + CSS, jQuery, AJAX, Microsoft SQL Server, Troubleshooting, Networking, Bash, Linux
Education
Florida Atlantic University
B.A., Communications
Bank of America Merrill Lynch January 1993 - December 2011
MetLife Capital Corporation 1989 - 1992
Skills
Banking, Underwriting, Financial Institutions, Trading, Commercial Banking, Credit Analysis, Credit Risk, Counterparty Risk
Education
Fairfield University 1992 — 1993
Advanced Course Work, Accounting
University of Connecticut 1985 — 1990
MBA, Finance
Southern Connecticut State University 1979 — 1983
BS, Economics
U.S. Department of commerce June 2015 - August 2015
Bank of America Merrill Lynch May 2015 - May 2015
Urban Alliance - Atlantic Media November 2013 - May 2014
Skills
Editing, Editorial, Microsoft Office, AP Style, Copy Editing, Journalism, Blogging, Facebook, Fundraising, Photoshop
Education
Florida Agricultural and Mechanical University 2014 — 2018
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch April 2013 - Present
Bank of America Home Loans 2012 - Present
Bank of America 2008 - 2011
Bank of America 2007 - 2008
Rosetta Stone 2005 - 2006
Skills
MS Excel, PowerPoint..., Outlook, Customer Service, Time Management, Loans, Administrative..., Microsoft Excel, PowerPoint, Credit Cards, Credit, Credit Risk, Cross Selling, Customer Retention, Account Management, Analysis, Accounting, Banking, Finance, Mortgage Lending, Risk Management, Retail Banking, Management
Education
Essex County College 2010 — 2015
Business Administration and Management, General
St benedicts prep
high school
Foresters Financial Services September 2013 - Present
Ernst & Young June 2012 - August 2013
Bank of America Merrill Lynch September 2009 - June 2012
Dow Jones September 2008 - September 2009
MetLife 2006 - 2008
Prudential Financial 2000 - 2006
Skills
Marketing Communications, Strategic Planning, Social Media, Public Relations, Team Building, Online Marketing, Internal Communications, Advertising, Team Leadership, Marketing Management, Public Speaking, Event Management, Coaching, Segmentation, Customer Relations, Writing, Series 26, Series 6
Education
University of Maryland University College 2002 — 2004
Master of Business Administration (M.B.A.), Management
Fairleigh Dickinson University 1998 — 2000
Master's Degree, English
Fairleigh Dickinson University 1992 — 1996
Bachelor of Arts (B.A.), English
Retired June 2013 - Present
Bank of America Merrill Lynch August 1983 - May 2013
Skills
Trading Systems, Equities, SDLC, Electronic Trading, Fixed Income, Software Project..., Risk Management, Business Analysis
Education
Fairleigh Dickinson University 1977 — 1980
MS, Computer Science
The University of Dundee 1965 — 1968
BSc, Math Physics
University of St. Andrews 1965 — 1968
Bank of America Merrill Lynch 2012 - Present
Emory University Goizueta Business School July 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
AGS Capital, LLC January 2009 - July 2010
Cowen and Company July 2006 - November 2008
Skills
Leveraged Finance, High Yield, Capital Markets, Valuation, Financial Analysis, Corporate Finance, Financial Modeling
Education
Emory University - Goizueta Business School 2010 — 2012
M.B.A., Finance, Strategy
Furman University 2002 — 2006
BA, Economics
NYC Department of Health June 2013 - Present
Bank of America Merrill Lynch October 2010 - May 2015
Pfizer April 2006 - August 2010
Volt Information Sciences May 2004 - February 2006
PEPSI BOTTLING GROUP May 2002 - February 2004
Merrill Lynch April 1998 - March 2002
Skills
SharePoint, Access, VBA, Microsoft SQL Server, InfoPath, T-SQL, HTML, Projects, Microsoft Excel, ODBC, Business Process, PMO, Program Management, Project Management, Business Analysis, Business Process..., IT Strategy, PL/SQL, Process Improvement, SDLC, Six Sigma, Vendor Management
Education
New York University 2007 — 2009
Certificate, Business Project Management
Pace University - Lubin School of Business 2001 — 2002
MBA (partially complete), Management Information Systems
Florida Atlantic University 1994 — 1997
B.A., Political Science
U.S. Bank July 2014 - Present
Bank of America Merrill Lynch July 2010 - July 2014
The Bank of New York Mellon September 2006 - July 2010
Fiserv EFT September 2004 - September 2006
US Trust March 2001 - September 2004
First National Bank of Florida December 1995 - March 2001
Education
Florida Gulf Coast University
B.S., Legal Studies
University of Florida
Graduate - School of Banking
Bank of America Merrill Lynch August 2015 - Present
The AroundCampus Group May 2015 - July 2015
The Home Depot February 2013 - June 2015
Aramark Uniform Services June 2014 - August 2014
Skills
Business, Sales, Time Management, Leadership, Marketing, Management, Supply Chain Management, Merchandising, Customer Service, Inventory Management, Retail, Customer Satisfaction, Market Research, Training, Teamwork
Education
Florida State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Florida International University 2012 — 2014
Associate's Degree, Business Administration and Management, Sophomore
J.P. Morgan March 2015 - Present
J.P. Morgan August 2013 - March 2015
J.P. Morgan September 2012 - December 2012
Goldman Sachs June 2012 - August 2012
Bank of America Merrill Lynch April 2011 - April 2011
Havas Media July 2010 - July 2010
Education
ESADE Business School 2009 — 2013
BBA, Business Administration
University of Virginia
Exchange Programme, Finance
The London School of Economics and Political Science (LSE)
Summer School, Business Analysis and Valuation
St. Mary's Shaftesbury
Bank of America Merrill Lynch March 1995 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Fixed Income, Equities, Portfolio Management, Investment Advisory, Alternative Investments, Strategic Financial..., Securities, Investment Strategies
Education
Florida Atlantic University 1977 — 1979
Bachelor of Business Administration (BBA), Marketing
Florida Atlantic University 1977 — 1979
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
OppenheimerFunds / OFI Institutional Asset Management December 2010 - Present
Bank of America Merrill Lynch June 2003 - January 2011
Trusco Capital Management June 2000 - June 2003
Putnam Investments March 1994 - June 2000
Skills
Investments, Asset Allocation, Mutual Funds, Series 63, Wealth Management, Investment Management, 401k, Portfolio Management, Investment Advisory, Financial Analysis, Alternative Investments, Retirement Planning, Financial Services, Finance, Fixed Income, Asset Management, Equities, Investment Strategies, Financial Modeling, Series 7, Series 6, Business Development, Capital Markets
Education
Florida Atlantic University 1989 — 1993
Bachelor of Science, Finance
Centennial Holding Company, LLC 2013 - 2015
Bank of America Merrill Lynch January 2010 - 2013
Storm Networks, TheMarkets.Com, NSX, IPREO, ASN, Lincoln Road, Sterling Stamos 2007 - 2012
Bank of America July 2006 - December 2009
Banc of America Securities March 2004 - June 2006
Banc of America Securities August 2001 - March 2004
J.A. Jones Inc. June 1994 - July 1999
Skills
Private Equity, Strategy, Venture Capital, Investments, Investment Banking, Capital Markets, Leveraged Finance, Financial Services, Due Diligence, Financial Modeling, Corporate Development, Mergers & Acquisitions, Hedge Funds, Management, Investor Relations, Valuation, Strategic Planning
Education
Emory University - Goizueta Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Georgia Institute of Technology
Bachelor of Science Civil Engineering, Civil Engineering
State Street Associates September 2013 - December 2013
Bank of America Merrill Lynch March 2012 - September 2012
Citic group June 2011 - August 2011
Sunshell U.S.A. Co. June 2009 - August 2009
Skills
Microsoft Office, Social Media, PowerPoint, Photoshop, Financial Modeling, Financial Accounting, Valuation, Customer Relations, Marketing Strategy, BARRA, Research, Financial Analysis, Friendly Personality, Investments, Microsoft Excel, Data Analysis
Education
Goizueta Business School, Emory University 2009 — 2013
Bachelor of Business Administration (BBA), Finance/ Real Estate
Great Neck South High School, NY 2006 — 2009
Massachusetts Institute of Technology
Investcorp June 2015 - Present
Credit Suisse July 2013 - June 2015
Bank of America Merrill Lynch October 2011 - July 2013
Bank of America Merrill Lynch June 2008 - October 2011
Merrill Lynch May 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Mergers & Acquisitions, Investment Banking, Series 7, Capital Raising, Private Equity, Alternative Investments, Relationship Management, Corporate Finance, Middle Market, Microsoft Office, Microsoft Word, PowerPoint, Sales, Hedge Funds, Investor Relations, Mutual Funds, Series 66, M&A Experience, Due Diligence, Recapitalizations, Microsoft Excel, Microsoft PowerPoint, Market Research, Process Improvement
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
The Economist February 2015 - Present
Bank of America Merrill Lynch September 2012 - June 2014
United Nations January 2014 - March 2014
IMG Media September 2011 - December 2011
Merrill Lynch June 2011 - September 2011
ESADE September 2009 - September 2011
Asociación Española de Lujo January 2011 - May 2011
Grupo Panrico June 2010 - September 2010
Skills
Business Strategy, Project Management, Public Relations, Leadership, Entrepreneurship, Marketing, Politics, English, Market Research, Strategy, Analysis, Marketing Strategy, Business Development, French, Communication, Product Management, German, Community Management, Economics, Financial Analysis, Spanish, Public Speaking
Education
Singapore Management University 2012 — 2013
Master's degree, Southeast Asian Studies
ESADE Business School 2007 — 2012
Bachelor of Business Administration (BBA)
Universitat Autònoma de Barcelona 2011 — 2014
Journalism and Communication Studies
Bank of America Merrill Lynch January 2015 - Present
Education
Fairleigh Dickinson University 2006 — 2010
Bachelor of Arts (B.A.)
St. John Vianney High School 2002 — 2006
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch September 2013 - June 2015
Warner Chilcott Pharmaceuticals Inc. March 2010 - September 2013
Rockwood Specialties Inc April 2007 - October 2009
Revlon September 2005 - April 2007
2003-2005IEEE December 2003 - September 2005
Altria Corporation, Meeting June 2001 - August 2001
Skills
Forecast analysis, Cash Flow Management, Debt Management, Bank account maintenance, Global Cash Management, Accounts Payable, Account Management, Treasury Management, Financial Reporting, SAP, Cash Management, Process Improvement, Relationship Management, Investments, Sarbanes-Oxley Act, Risk Management, Mergers, Auditing, Forecasting, Mergers & Acquisitions, Accounting, Internal Audit, Financial Modeling, Management
Education
Seton Hall University 2010 — 2017
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, English & Psychology
University of Galway 2002 — 2002
Irish Literature, English
Notre Dame High School 1995 — 1999
Optimity Advisors September 2014 - Present
Emory University Goizueta Business School July 2012 - May 2014
BMO Capital Markets June 2013 - August 2013
CIBC World Markets June 2010 - May 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Analysis, Credit Analysis, Microsoft Excel, Financial Modeling, Data Modeling, Financial Statement..., Derivatives, Hedge Funds, Credit, Finance, Strategy, Valuation, Corporate Finance, Analytics, Data Analysis, Investment Banking
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, Analytics
University of Florida 2004 — 2008
B.A., Economics
Sanford C. Bernstein July 2013 - Present
UBS March 2012 - July 2013
Bank of America Merrill Lynch August 2009 - March 2012
Bank of America 2004 - August 2009
Van Der Moolen 2002 - 2004
Orbit II Partners 2000 - 2002
Skills
Equities, Options, Trading, Securities, Risk, Electronic Trading, Finance, Portfolio Management, Equity Trading, Financial Risk, ETFs, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Risk Management
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Accounting and Finance
Fairfield University 1997 — 2001
BS, Finance
Chaminade High School 1994 — 1997
Comerica Bank February 2010 - Present
Bank of America Merrill Lynch May 2001 - February 2010
Bank of America May 2001 - February 2010
Fidelity Investments October 1990 - December 1999
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Investment Strategies, Risk Management..., High Net Worth..., Banking, Financial Planning, Credit, Loans, Customer Service, Management, Finance, Business Development
Education
Florida Atlantic University
Accounting and Finance and Economics
Florida State University
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch February 2014 - Present
Colony Capital February 2013 - January 2014
Van Cleef & Arpels July 2012 - November 2012
Skills
Event Management, Event Planning, Bloomberg, Bloomberg Terminal, Salesforce.com, Concur
Education
Fairfield University 2008 — 2012
Bachelor's Degree in Arts and Science, Organizational Communication, Finance, Business Management
Bank of America Merrill Lynch July 2015 - Present
The Hackett Group May 2014 - August 2014
Celtro May 2013 - July 2013
Time Leverage Capital Corp May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Leadership, Creative Problem Solving, Commitment to Quality, Finance, Social Media, Microsoft Excel, PowerPoint, Financial Analysis, Management, Teamwork, Data Analysis, Research, Microsoft Word, Analysis, Financial Modeling, Customer Service, Investments, Corporate Finance
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor's of Business Administration, Finance, and Strategy & Management Consulting, 3.7
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch 2015 - Present
Bank of America Merrill Lynch 2014 - September 2015
Bank of America Merrill Lynch June 2002 - July 2014
Skills
Series 24, Series 7, Series 63, Series 6, Estate Planning, Wealth Management, Investments, Retirement Planning, Asset Allocation, Banking, Investment Advisory, Wealth Management..., FINRA, High Net Worth..., Private Banking, Wealth, Mortgage Lending, Loans, Relationship Management, Credit, Commercial Lending, Credit Analysis, Small Business Lending, Risk Management, Commercial Banking, Cash Management, Loan Origination, Consumer Lending, Valuation
Education
Florida Atlantic University
Bachelor's degree
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch April 2011 - Present
Surf Station January 2010 - January 2013
Skills
Finance, Series 7
Education
Jacksonville University 2012 — 2014
Master of Business Administration (MBA)
Flagler College 2007 — 2011
Bachelors of Arts Degree in Business Administration, Business Administration, Finance, History
Bank of America Merrill Lynch June 2015 - August 2015
Yue's Studio January 2013 - July 2015
Universal Ultra Service Inc. August 2011 - May 2012
Skills
Java, C++, iOS, Android Development, Algorithms, Unity3D, HTML, Swift, SQLite, Xcode, JSON, iOS Development, C#, Python, Objective-C, Eclipse, Dreamweaver, Photoshop, OOP, Emacs
Education
Florida Institute of Technology 2013 — 2017
B.S., Computer Science, Minor: Biology, 4.0/4.0
Gateway High School 2009 — 2013
International Baccalaureate Diploma, 3.9/4.0
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley April 2000 - March 2015
Education
Fairfield University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Bank of America Merrill Lynch July 2015 - Present
Sterne Agee June 2014 - August 2014
Dynasty Financial Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Superior Court of New Jersey May 2011 - July 2011
Skills
Mathematics, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Data Analysis, Leadership, Research, Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Marriott International April 2015 - Present
Marriott International May 2014 - April 2015
Bank of America Merrill Lynch October 2013 - February 2014
Cape Leisure December 2011 - October 2013
Skills
Hotels, Hospitality, Food, Customer Service, Banquets, Microsoft Word, PowerPoint, Front Office, Teamwork, Leadership
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Freshpet September 2012 - Present
Secaucus School System February 2012 - September 2012
Park Avenue Club May 2010 - December 2011
Bank of America Merrill Lynch June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management
Education
Fairleigh Dickinson University 2007 — 2011
Bachelor of Science (B.S.), Finance & Economics
Fairleigh Dickinson University-Florham Campus 2007 — 2011
Bachelor of Science (B.S.), Finance & Economics
Bank of America Merrill Lynch June 2015 - Present
Bank of America June 2014 - August 2014
Richard A. Briesch June 2014 - August 2014
Pearl Harbor Naval Shipyard & IMF June 2010 - June 2013
US Navy December 2008 - June 2010
US Navy September 2007 - December 2008
Skills
Organizational..., Microsoft Office, Leadership, Management, Project Management, Operational Planning, Program Management, Strategic Planning, Team Leadership, Analysis, Operations Management, Process Improvement, Quality Assurance, Project Planning, Team Building, Data Analytics, Economic Impact, Consulting, Financial Analysis, Enterprise Risk..., Market Research, Customer Insight, Product Marketing, Regression Analysis, Valuation Modeling, Relationship Management, Sales
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing, Finance, 3.5
Excelsior College 2010 — 2013
Bachelor of Science (B.S.), Nuclear Engineering Technology, 3.8
Hawaii Pacific University 2010 — 2012
Associate of Arts (A.A.), Mathematics
Mesirow Financial July 2014 - Present
BMO Capital Markets January 2014 - June 2014
BMO Capital Markets November 2011 - January 2014
Bank of America Merrill Lynch November 2009 - November 2011
PwC October 2008 - November 2009
PwC May 2007 - August 2007
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Accounting
Bank of America Merrill Lynch August 2014 - Present
Bank of America July 2008 - August 2014
Skills
Investments, Relationship Management, Fixed Income, Financial Modeling, Derivatives, Equities, Securities, Financial Analysis, Banking, Capital Markets, Portfolio Management
Education
Fairfield University 2004 — 2008
Bachelor of Science (B.S.), Finance & International Business
Bank of America Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch January 2011 - March 2012
Bank of America May 2010 - January 2011
Bank of America March 2008 - May 2010
Skills
Banking, Treasury Services, Sales, Customer Service, Credit, Microsoft Office, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Retail Banking, Spanish, Cash Management, Liquidity Management, Treasury Management, Social Networking, Global Cash Management, Latin America, OFAC, Customer Satisfaction, Bilingual-Spanish, Process Improvement, Visio, Latin America Markets, Foreign Currency..., International Business, International Trade, Regulatory Guidelines, Certified Treasury..., Exceeding Customer..., Process Simplification, ERP Implementations, Global Management, Risk Management, Centralization, Exceed Sales Goals, Consulting
Education
Florida International University 2007 — 2012
Bachelor, Finance, Certificate in Banking
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Federal Reserve Bank of New York June 2012 - August 2012
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Finance & International Business, Cum Laude
ESADE Business & Law School 2013 — 2013
Business
Bronx Science 2006 — 2010
The Centers, Inc. January 2015 - August 2015
Griffith Family Portfolio Management August 2009 - July 2015
Bank of America Merrill Lynch August 2008 - August 2009
Merrill Lynch August 2006 - August 2008
JPMorgan Chase July 2005 - July 2006
JPMorgan Chase & Co. June 2004 - August 2004
Costco Wholesale May 2002 - April 2003
Skills
Financial Markets, Investments, Risk Management, Accounting, Banking, Management, Microsoft Excel, Economics, Securities, Capital Markets, Municipal Bonds, Interest Rate..., Investment Banking, Derivatives, Public Speaking, Leadership, Portfolio Management, Finance, Financial Analysis, Public Finance, Data Analysis, Business Process..., Strategic Planning, Financial Modeling, Corporate Finance
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, Strategy, Entrepreneurship
Florida Agricultural and Mechanical University 2000 — 2005
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
USC Davis School of Gerontology January 2013 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Zurich Insurance Company Ltd June 2014 - August 2014
Fell Depot Cleaners May 2013 - August 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, Finance
ESADE Business & Law School 2014 — 2014
Bachelor's Degree, Business Administration and Management, General
Bank of America Merrill Lynch July 2013 - Present
Goizueta Business School August 2011 - May 2013
Sigma Phi Epsilon November 2011 - November 2012
Bank of America June 2012 - August 2012
The Alaska Channel June 2011 - August 2011
Alaska Communications June 2009 - August 2009
Skills
Research, Marketing, Financial Modeling, Accounting, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Data Entry, Finance, Data Analysis, Investment Banking, Investments, Economics, Microsoft Office, PowerPoint, Teamwork, Strategy, Business Strategy, Banking
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Information Systems and Operations Management
Emory University - Goizueta Business School 2009 — 2013
Bachelors in Business Adminstration, Finance, Information Systems and Operations Management
Bank of America Merrill Lynch May 2015 - August 2015
Finley Company January 2015 - May 2015
Muchness February 2014 - September 2014
GRACE Grapevine May 2013 - August 2013
Skills
Analytics, PowerPoint, Financial Analysis, Microsoft Excel, R, Microsoft Word, Event Planning, Marketing Communications, Marketing Strategy, Marketing, Advertising, Market Research, Community Outreach, Finance, Statistical Data...
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Honors, Finance
ESCP Europe
International Marketing
Hulu April 2015 - Present
Goldman Sachs September 2013 - April 2015
FactSet Research Systems July 2012 - July 2013
Goizueta Business School August 2011 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
Ruehl No. 925 / Abercrombie & Fitch Co. August 2009 - January 2010
Vector Marketing Co. June 2009 - August 2009
Cambridge Chinese Culture Center September 2006 - June 2009
Hangzhou Foreign Language Academy June 2006 - July 2007
Skills
Microsoft Excel, Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Capital IQ, Factset, Portfolio Management, Asset Managment, Fixed Income, Investments, Asset Management, Investment Management, Equity Research
Education
Emory University - Goizueta Business School 2009 — 2012
BBA, Finance, Music (Minor)
Wayland High School 2005 — 2009
Bank of America Merrill Lynch July 2014 - Present
Renova Partners, LLC May 2013 - June 2013
CITIC Securities June 2012 - August 2012
Dearborn Capital Management June 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Valuation, Bloomberg, Financial Analysis, Equity Research, Capital Markets, Capital IQ, Bloomberg Terminal, Equity Valuation, Equities, Investment Banking, Microsoft Excel, Private Equity, Fixed Income, Finance, Investments
Education
MIT Sloan School of Management 2013 — 2014
Master of Finance
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Forest Academy 2005 — 2009
High School Diploma
Bank of America Merrill Lynch August 2015 - Present
Bank of America November 2011 - August 2015
Bank of America May 2008 - November 2011
Bank of America October 2006 - May 2008
Skills
Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Loan Origination, Small Business Lending, Retail Banking, Mortgage Banking, Commercial Lending, Commercial Banking, Lines Of Credit, Refinance, Cross Selling, Business Management, Debt Management
Education
Farmingdale State University of New York 2012 — 2014
Bachelors (BBA), Business Administration
Suffolk County Community College 2006 — 2011
Associate's degree, Psychology
Bank of America Merrill Lynch June 2004 - Present
Merrill Lynch June 1999 - May 2004
Merrill Lynch September 1998 - May 1999
Merrill Lynch October 1997 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, English, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, HTML, Budgets, Editing, Social Media, Business Analysis, Management, Project Management, Product Management, Sales, Marketing
Education
Farmingdale State University of New York 2000 — 2001
Island trees High School
Summit Partners July 2015 - Present
Summit Partners January 2013 - June 2015
Wells Fargo Securities June 2011 - January 2013
Bank of America Merrill Lynch June 2010 - August 2010
Lincoln Financial Advisors June 2009 - August 2009
Skills
Business Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers & Acquisitions, Financial Analysis, Economics, Financial Modeling, Equities, Corporate Finance, Portfolio Management, LBO, Valuation, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
Emory University - Goizueta Business School 2008 — 2009
Business
Bank of America Merrill Lynch November 2014 - Present
AIG October 2011 - Present
Merrill Lynch April 2004 - April 2010
Starpoint Solutions 1995 - 2003
Starpoint - TIS (Transaction Information Systems) 1996 - 2002
Apertus technologies 1993 - 1996
Skills
Financial Services, Underwriting, Business Analysis, Account Management, Project Management, Vendor Management, Strategy, Financial Analysis, Strategic Planning, Insurance, Property & Casualty..., Management, Leadership, Process Improvement, Business Process..., Change Management, Marketing, CRM, SDLC, Business Planning, Business Process
Education
Fashion Institute of Technology
Wells Fargo 2013 - Present
Bank of America Merrill Lynch 2005 - 2012
Skills
Banking, Finance, Loan Origination, Real Estate Economics, Real Estate, Credit, Financial Analysis, Due Diligence, Underwriting, Credit Risk, Portfolio Management, Asset Management
Education
Emory University
Bachelor of Arts (B.A.)
University of Baltimore School of Law
Doctor of Law (J.D.)
Bank of America June 2014 - Present
Bank of America Merrill Lynch July 2011 - Present
Envestnet Asset Management May 2010 - August 2010
Estee Lauder Companies Inc June 2009 - August 2009
Skills
Competitive Analysis, Finance
Education
Fairfield University 2007 — 2011
Bachelors, Finance
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Management
U.S. Trust 2013 - Present
Bank of America Merrill Lynch June 2011 - January 2013
Merrill Lynch September 2010 - December 2010
Northrop Grumman Corporation September 2009 - December 2009
Skills
Series 7, Series 66, CFP Module 1, CFP Module 2, CFP Module 3, CFP Module 4, CFP Module 5, Investments, Finance, Strategic Financial..., Analysis, Portfolio Management, Financial Advisory
Education
Flagler College 2007 — 2011
B.A., Accounting, Business, Cum Laude
Bank of America Merrill Lynch May 2010 - Present
UBS Financial Services Inc. November 2007 - May 2010
Merrill Lynch January 2007 - October 2007
Merrill Lynch July 2002 - January 2007
Merrill Lynch March 2001 - July 2002
Merrill Lynch August 2000 - March 2001
Merrill Lynch May 2000 - August 2000
Penton Media May 1990 - September 1997
Skills
Online Publishing, Online Marketing, Social Media, Marketing Strategy, Writing, Editing, Content Management, Newsletters, Content Development, Web Content, Digital Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Corporate Communications, Strategy, Public Relations, Marketing, Blogging, Advertising, CRM, E-commerce, Internal Communications
Education
Fairfield University 1983 — 1987
Bachelor of Arts, English (Writing and Literature)
Guggenheim Partners October 2014 - Present
Bank of America Merrill Lynch May 2014 - October 2014
Willkie Farr & Gallagher LLP May 2012 - May 2014
Fairfield University August 2008 - May 2012
Skills
Recruiting, Social Media, Research, Outlook, Event Planning, PowerPoint, Microsoft Office, Public Speaking, Social Media Marketing, Marketing, Data Analysis, Editing, LawCruit, Microsoft Excel, Strategic Hiring, Talent Acquisition, Taleo, Sourcing, Financial Analysis, Social Networking, Microsoft Word
Education
Fairfield University 2008 — 2012
Bachelor's degree, Communication, General
Ridgewood High School
Drax Biomass International 2013 - 2015
Cathexis Capital 2012 - 2013
Petro Harvester Oil & Gas 2011 - 2012
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Finance, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Energy, Natural Gas, Investments, Acquisitions, Bloomberg, Equities
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance, Business Honors
ESADE Business School 2007 — 2007
Bank of America Merrill Lynch December 2014 - Present
TIAA-CREF 2011 - 2014
Morgan Stanley Smith Barney December 2007 - February 2011
Merrill Lynch 1989 - 2007
Skills
Investments, Treasury, Portfolio Management, Hedge Funds, Fixed Income, Wealth Management, Financial Services, Series 7, Finance, Financial Markets, Trading, Securities, Financial Planning, Financial Advisory
Education
Fairfield University 1985 — 1989
BA, Economics
Alpha Kappa Psi February 2013 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Operation Smile January 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Emory University September 2013 - August 2014
Emory Healthcare January 2013 - May 2014
PwC October 2013 - October 2013
Skills
Research, Spanish-speaking, Data Analysis, Community Outreach, Critical Thinking, Financial Accounting, Spanish
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), CPA Track Accounting, Finance
Bank of America Merrill Lynch June 2015 - Present
Skills
Financial Modeling, Investment Banking, Banking, Venture Capital, Debt, Portfolio Management, Capital Markets, Investment Management, Wealth Management, Valuation, Credit, Financial Analysis, Credit Risk, Relationship Management, Investments, Corporate Finance, Risk Management, Derivatives, Due Diligence, Fixed Income, Financial Services, Finance
Education
Emory University - Goizueta Business School 2004 — 2007
MBA
University of Wisconsin 1993 — 1997
BBA
Nomura Securities August 2014 - Present
Jefferies LLC June 2013 - June 2014
Bank of America Merrill Lynch February 2012 - March 2013
Bank of America Merrill Lynch June 2010 - January 2012
Cowen and Company August 2008 - June 2010
Emory Healthcare June 2004 - July 2008
TTI Telecom May 2002 - June 2004
Cerner Corporation June 1998 - April 2002
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Financial Analysis, Mergers, Business Analysis, Corporate Finance, Due Diligence, Analysis, Healthcare, Strategy Development, Excel, Team Building, Data Analysis, PowerPoint, Problem Solving, Research, Team Leadership, Business Intelligence, Accounting, Negotiation, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Emory University - Goizueta Business School 2005 — 2008
MBA
University of Nebraska-Lincoln 1995 — 1998
BSc
Penang Free School 1988 — 1993
Sleep Science Partners October 2009 - October 2013
Hercules Technology Growth Capital April 2008 - February 2009
Bank of America Merrill Lynch March 2007 - March 2008
Emergent BioSolutions January 2006 - March 2007
Toucan Capital January 2004 - May 2004
Raymond James Financial Inc. January 2000 - April 2003
Skills
Business Development, Corporate Development, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Private Equity, Business Strategy
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Finance
Hampden-Sydney College 1995 — 1999
BA, Economics, French
Santander Bank, N.A. March 2014 - Present
Bank of America Merrill Lynch 2009 - March 2014
Banc of America Securities June 2008 - August 2008
Flock Advisors February 2007 - January 2008
Skills
Financial Modeling, Valuation, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Due Diligence, Hedge Funds, Alternative Investments, Fixed Income, Securities
Education
Emory University - Goizueta Business School 2006 — 2009
Finance
Emory University School of Law 2005 — 2009
JD/MBA, Transactional Law
University of Michigan 2001 — 2005
BA, Political Science
Bank of America Merrill Lynch January 2010 - Present
ThinkEquity Partners LLC June 2007 - January 2010
Skills
Equities
Education
Fairfield University 2003 — 2007
BA, Communication, Marketing
Bank of America Merrill Lynch July 2012 - Present
Morgan Stanley July 2007 - April 2012
Bank of America 2005 - 2007
Goldman Sachs 1998 - 2004
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Investment Banking, Alternative Investments, Bloomberg, Fixed Income, Equity Derivatives, Capital Markets, Trading, Portfolio Management, Hedge Funds, Prime Brokerage, Low Latency, Structured Products, Securities, Financial Markets, Communication Skills, Sybase, Options, Risk Management, Equity Trading, Credit Derivatives, Program Trading, Market Data, Middle Office
Education
Emory University - Goizueta Business School 1995 — 1997
Coldwell Banker July 2013 - Present
TJX October 2011 - June 2013
Bank of America Merrill Lynch July 2010 - October 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Financial Modeling
Education
Indiana University - Kelley School of Business 2006 — 2010
Finance
Fashion Institute of Design & Merchandising 2006 — 2007
Associate of Arts (A.A.), Merchandise Marketing
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch July 2011 - October 2013
Merrill Lynch September 2005 - June 2011
ING Bank NV September 2001 - September 2005
Skills
Banking, Financial Structuring, Corporate Finance, Risk Management, Structured Finance, Portfolio Management, Basel III, Funding, Liquidity Risk, Liquidity, Treasury Management
Education
CFA Institute
CFA
Erasmus Universiteit Rotterdam
MBA, Strategic Management
Universiteit Leiden
Corporate Law
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ November 2013 - May 2015
Bank of America Merrill Lynch February 2012 - October 2013
Bank of America Merrill Lynch July 2010 - February 2012
Fidelity Investments May 2008 - April 2010
Management Consulting Field Experience January 2009 - May 2009
Babson College January 2008 - May 2008
Bank of New York Mellon June 2007 - August 2007
Bank of New York Mellon January 2007 - January 2007
Skills
Bloomberg, Microsoft Office, Minitab, Peachtree, Capital IQ, Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Microsoft Excel, Economics, Market Research, Foreign Exchange, Macroeconomics, High Yield, Emerging Markets, Finance, Hedge Funds, Options, Trading, Analysis
Education
Babson College 2006 — 2010
Bachelor of Science in Business Management
ESADE Business School 2008 — 2008
Bachelor of Science (B.S.)
Bank of America Merrill Lynch 2009 - Present
Bank of America 2009 - Present
Merrill Lynch & Co. April 2006 - Present
Guardian Life Insurance 2003 - 2005
Vercuity (TSL) 2001 - 2002
AT&T June 1996 - May 2001
Education
Fairleigh Dickinson University 1996 — 2001
Bank of America 2008 - Present
Bank of America Merrill Lynch 2008 - Present
UnitedHealth Group 1994 - 2008
Skills
Banking, Credit, Capital Markets, Portfolio Management, Financial Services, Treasury Management, Commercial Banking, Cash Management, Financial Analysis, Investment Banking, Credit Analysis
Education
University of Connecticut 1985 — 1987
Economica
Fairfield University 1981 — 1985
BA, Economics
Credit Suisse October 2011 - Present
Bank of America Merrill Lynch July 2007 - October 2011
Merrill Lynch Capital 2006 - 2007
Merrill Lynch May 2002 - June 2006
Education
Fairfield University 1998 — 2002
BS, Finance
Bank of America Merrill Lynch March 2009 - Present
Merrill Lynch January 2006 - March 2009
Merrill Lynch 1989 - 2009
Merrill Lynch 1989 - 2005
Education
Fordham University 1977 — 1981
BA, Psychology
Fairleigh Dickinson University
MBA, Economics
Bank of America November 2014 - Present
Bank of America Merrill Lynch 1981 - Present
Bank of America January 1995 - November 2014
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1981
MBA, Finance
Emory University - Goizueta Business School 1976 — 1980
BBA, Finance & Accounting
The Blackstone Group July 2013 - Present
JPMorgan Chase 2011 - 2013
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 1997 - 2008
Deloitte & Touche 1988 - 1995
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Securities, Financial Services, Middle Office, Strategy, Derivatives, Trading, Hedge Funds, Prime Brokerage, Alternative Investments, Private Equity, Settlement, Operations Management, Financial Markets, Financial Analysis, Collateral Management, Leadership, Securities Lending, Bonds, Project Management, Operational Risk, Back Office, Asset Managment, Equity Derivatives, Options, Financial Risk, Financial Reporting, Internal Controls, Accounting, Operational Excellence, Program Management, Process Improvement, Fund Administration, Location Strategy, Futures, Client Data, Product Data, Client Service, Six Sigma, Lean Management, People Development, Communication, Global Management, Fund Accounting, Securities Regulation, Clearing, Asset Management
Education
Fairfield University 1984 — 1988
BS, Accounting
Regions Securities LLC November 2014 - Present
Regions Securities LLC September 2009 - October 2014
Bank of America Merrill Lynch March 2009 - September 2009
Banc of America Securities February 2005 - February 2009
Banc of America Securities April 2001 - January 2005
Bank of America October 1999 - March 2001
Bank of America July 1998 - October 1999
Bank of America January 1997 - June 1998
Skills
Syndications, Capital Markets, Commercial Banking, Loans, Credit Analysis, Credit, Leveraged Finance, Loan Origination, Portfolio Management, Credit Risk, Financial Structuring, Financial Analysis, Corporate Finance, Investment Banking, Banking, Financial Modeling
Education
University of North Florida - College of Business Administration 1994 — 1996
Masters, Business Adminstration
Flagler College 1988 — 1992
Bachelor of Arts, Business
Bank of America Merrill Lynch February 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Bank of America 2010 - 2014
Skills
Fixed Income, Credit Derivatives, Capital Markets, Derivatives
Education
Fairfield University 1998 — 2001
BS, Finance
Bank of America Merrill Lynch July 1999 - September 2015
Skills
Series 7, Securities Lending, DTC, Securities, Trading Systems, Equities, Bloomberg, Middle Office, Equity Derivatives, Prime Brokerage
Education
Fairfield University 1998 — 2001
Bachelors, Fianace
SHS 1992 — 1996
Fiserv August 2015 - Present
Fiserv April 2014 - August 2015
Cenlar FSB November 2013 - April 2014
The Children's Home Society of NJ May 2013 - November 2013
Liberty Tax Services January 2013 - March 2013
Fiserv EFT March 2011 - November 2012
Liberty Tax Services January 2012 - April 2012
Kempisty & Co/ Malone Bailey LLP February 2011 - April 2011
Liberty Tax Services January 2011 - April 2011
Bank of America Merrill Lynch March 2008 - August 2010
Skills
Risk Management, Banking, Financial Analysis, Leadership, Business Analysis, Troubleshooting, Published Author, Tax Preparation, Payments, Microsoft Word, Microsoft Excel, Credit Cards, Project Management, Access, Team Building, SharePoint, Process Improvement, Public Speaking, Customer Service, Accounting, Coaching, Financial Services, Social Networking, Securities
Education
Kaplan University 2008 — 2010
MBA, Business Administration
Fisk University 1995 — 1999
Bachelors of Science, Business Management
HSBC January 2014 - Present
Bank of America Merrill Lynch May 2013 - December 2013
Bank of America Merrill Lynch September 2011 - May 2013
Goldman Sachs October 2008 - September 2011
Federal Bureau of Investigation October 1995 - September 2008
Skills
AML, Fraud, KYC, Internal Investigations, Due Diligence, Corporate Governance, Private Investigations, Certified Fraud Examiner, Crisis Management, Investigation, Risk Assessment, Securities Regulation, Physical Security, Risk Management, FCPA, Financial Risk, Corporate Security, Counterterrorism, Securities, Enforcement, Executive Protection, Legal Compliance, Regulations, Strategy, Enterprise Risk..., Surveillance, Criminal Law, USA PATRIOT Act, Policy, Security Management, Operational Risk..., Forensic Accounting, Background Checks, Bank Secrecy Act, OFAC, Financial Regulation, Government, FINRA, Capital Markets, Privacy Law, Prime Brokerage, Protection, Governance, Financial Institutions, Security Operations, Computer Forensics, Anti Money Laundering, Litigation Support, Operational Risk, Intelligence
Education
Fairfield University
B.S., Finance, Economics
University of San Diego
MBA
University of San Diego School of Law
JD, Law
Franklin American Mortgage Company February 2013 - Present
NASBA September 2012 - December 2012
Bank of America Merrill Lynch January 2011 - August 2012
Bank of America Merrill Lynch September 2007 - December 2010
Piscatello Design Centre June 2010 - August 2010
Merrill Lynch September 2007 - April 2009
Skills
Graphic Design, Graphics, Creative Direction, Brochures, InDesign, Illustrator, Adobe Creative Suite, Dreamweaver, Photoshop, Typography, Branding & Identity, Advertising, Corporate Branding, PowerPoint, Posters, Mac, Web Design, Adobe Acrobat, Layout, HTML + CSS, Word, Microsoft Word, HTML, Newsletters, Logo Design, Art Direction, Flash, SketchUp, Information Graphics, Information Design
Education
Fashion Institute of Technology 2009 — 2011
BFA, Graphic Design
Fashion Institute of Technology 2008 — 2009
AAS, Communication Design
Middle Tennessee State University 1997 — 2000
BFA, Studio Art
Jennison Associates LLC September 2014 - Present
Bank of America Merrill Lynch December 2010 - August 2014
Bank of America Merrill Lynch June 2009 - December 2010
Merrill Lynch July 2003 - June 2009
TD Waterhouse May 2001 - March 2003
TD Waterhouse September 1998 - May 2001
Skills
Derivatives, Risk Management, Financial Risk, Credit Risk, Corporate Finance, Operational Risk, Finance, FX Options, Market Risk, Business Analysis, Vendor Management, Trading, Fixed Income, Financial Modeling, Trading Systems, Strategy, Options, Management, Equities, Capital Markets, Investment Banking, Hedge Funds, Portfolio Management, Financial Markets
Education
Fordham University
M.B.A, Finance and Business Economics
Farmingdale State University of New York
Bachelor of Science (B.S.)
Binghamton University 1990 — 1993
Earned credits toward Bachelor of Science
Kevin F. Wozniak February 1995 - Present
Carrington Real Estate Services October 2011 - Present
Various January 2004 - Present
Bank of America Merrill Lynch April 2002 - December 2010
Merrill Lynch, Pierce, Fenner & Smith October 2000 - April 2002
Skills
Financial Analysis, General Ledger, Banking, Finance, Training, Risk Management, Budgets, Credit, Journal Entries, Investments, Process Improvement, Sales, Access, Financial Services, Small Business, Business Analysis, Loans, Strategic Planning, Mortgage Lending, Business, QuickBooks, Portfolio Management, Relationship Management, Payroll, Negotiation, PowerPoint, Investment Properties, Employee Benefits, Real Estate Economics, Leadership, Project Management, Insurance, Start-ups, Microsoft Office, Customer Service, Coaching, Marketing, Teamwork, New Business Development, Real Estate, Entrepreneurship, Management, Commercial Lending, Loan Origination, Credit Analysis, Accounting
Education
Keller/DeVry 2009 — 2012
Master's, Accounting and Financial Management
Career Path Academy 2011 — 2011
University of Phoenix 2007 — 2009
Bachelor of Science, Business Management/Accounting
Fairleigh Dickinson University 1989 — 1991
Bachelor of Arts, Economics/Accounting
Worldwide Life! August 2014 - Present
Nextel Telecomunicações October 2013 - June 2014
Bank of America Merrill Lynch May 2011 - October 2013
Bank of America Merrill Lynch September 2009 - June 2011
TAM Airlines March 2008 - October 2009
GOL December 2003 - November 2007
Skills
Excel, Teamwork, Administration, PowerPoint, Portuguese, English, Talent Acquisition, Executive Search, Hunting, Implementer, Multi Tasking, Flexibility, Applicant Tracking..., Internet Recruiting, E-recruitment, Social Recruiting, Job Description Creation, Compensation Issues, Microsoft Excel, Screening Resumes, Staff Augmentation, Full-life Cycle..., Strategic Recruitment..., Global Staff Solutions, Staffing Services, Administrative Staffing, Operational Support, Banking, Performance Management, Succession Planning, Recruiting, Talent Management, HR Policies, Employee Relations, PeopleSoft, Compensation & Benefit, Organizational..., Human Resources, HR Consulting, Employee Engagement, Employee Benefits, Microsoft Office, Management, Seleção de executivos, Recursos humanos, Gestão, Recrutamento, Inglês
Education
The Barrow Group - New York City 2015 — 2015
Acting
Instituto Stanislavsky - São Paulo 2013 — 2013
Acting
Universidade de São Paulo / USP 2008 — 2013
Bachelor's degree
Centro Universitário das Faculdades Metropolitanas 2002 — 2005
Bachelor's degree
LAV Productions September 2003 - Present
Dolby Laboratories March 2015 - May 2015
Bank of America Merrill Lynch July 2012 - October 2014
Homestead High School Marching Band and Colorguard August 2007 - August 2012
Merrill Lynch August 2007 - September 2009
Banc of America Securities January 2006 - June 2007
Conservation & Liquidation Office August 2001 - February 2005
NextMonet.com August 2000 - February 2001
Superior National Insurance Company February 1996 - January 1999
Skills
Administrative..., Management, Training, Budgets, Software Documentation, Editing, Process Scheduler, Spreadsheets, Microsoft Word, Insurance, Calendars, Outlook, Administrative...
Education
Institute of Audio Research NYC 2005 — 2006
Audio Design
Evergreen Valley College 1994 — 1995
Bank of America Merrill Lynch June 1997 - Present
Brown & Wood LLP (n/k/a Sidley Austin) October 1993 - April 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Securities, Private Equity, Financial Structuring, Hedge Funds, Equities, Structured Products, Alternative Investments, Securitization
Education
Emory University School of Law 1990 — 1993
JD, Law
Lehigh University 1986 — 1990
BA, Economics
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2012 - February 2014
JPMorgan Chase June 2011 - August 2011
Bank of America Merrill Lynch May 2010 - July 2010
Morrison Management Specialist May 2009 - December 2009
Skills
Finance, Trading, Financial Structuring, Access, Analytics, Hedge Funds, Microsoft Excel, Equity Valuation, Financial Institutions, Derivatives, Emerging Markets, Series 7, Series 63, Financial Markets, Leveraged Finance
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics
Northview High School
Bank of America June 2013 - Present
Bank of America June 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
Henry Schein June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Credit, Commercial Banking
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Vysoká škola ekonomická v Praze 2011 — 2011
Finance
Bank of America Merrill Lynch June 2011 - Present
Skills
Fixed Income, High Yield, Bloomberg, Series 63, Capital Markets, Series 7
Education
Fairfield University 2004 — 2008
BS, International Business
Bank of America- Merrill Lynch June 2015 - Present
Bank of America April 2014 - June 2015
Warwick Melrose Hotel Dallas December 2012 - February 2014
Dallas Museum of Art January 2012 - December 2012
The Ritz-Carlton Hotel Company LLC May 2008 - December 2011
Bonita Bay Club January 2006 - May 2008
Skills
Banquets, Hospitality, Food & Beverage, Catering, Hospitality Management, Fine Dining, Hotels, Resorts, Hospitality Industry, Food Service, Meeting Planning, Corporate Events, Micros, Sales and Marketing, Event Planning, Entertainment, MICROS
Education
Florida Gulf Coast University 2005 — 2008
Resort Management and Hospitality, Concentration in Event Management
Bank of America Merrill Lynch May 2015 - Present
JVB Financial Group May 2013 - Present
Euromoney Institutional Investor October 2012 - April 2013
Euromoney Institutional Investor May 2011 - September 2012
Market Analytics International Inc January 2009 - October 2009
Credit Suisse May 2005 - July 2005
Skills
Fixed Income, Structured Products, Data Analysis, Research, Excel, SEC Edgar, Reports, Bloomberg, Derivatives, Microsoft Excel, Portfolio Management
Education
Fordham University 2008 — 2011
Bachelor of Arts (BA), Philosophy, Summa Cum Laude
Fairleigh Dickinson University 2008 — 2009
Business Administration and Management, General, 4.0 GPA
University College London, U. of London
Spanish language and Management, 3.5 GPA
Bank of America Merrill Lynch March 2001 - March 2015
JPMorgan Chase 1999 - 2001
Olsten Staffing/Chase Manhattan Bank 1997 - 1999
Skills
Microsoft Excel, Valuation
Education
Farmingdale State College 2004 — 2008
BS, Applied Mathematics
Borough of Manhattan Community College CUNY
A.A, Business Administration
Oracle May 2015 - Present
Oracle June 2013 - April 2015
University of Pennsylvania January 2013 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Emory University School of Medicine September 2008 - July 2011
Education
University of Pennsylvania 2011 — 2013
Master's, Computer Science
Emory University 2008 — 2011
Master's, Biomedical Sciences
Sun Yat-Sen University 2004 — 2008
Bachelor of Science, Biological Sciences
Bank of America Merrill Lynch April 1996 - Present
Ocwen Financial Corporation April 1994 - April 1996
Barnett Bank June 1988 - April 1994
Skills
Credit Analysis, Credit, Commercial Lending
Education
Emory University - Goizueta Business School 1987 — 1988
MBA, Finance
University of Florida 1984 — 1987
BSBA, F
Bank of America - Merrill Lynch May 2014 - Present
Casino Miami Jai Alai December 2011 - June 2013
Marksman Security Corporation July 2009 - December 2011
PRC, LLC July 2006 - April 2008
The Daily Creative Food Company December 2005 - July 2006
Miami Beach Police Department April 2004 - January 2005
Skills
Customer Service, Supervisory Skills, Bookkeeping, Training, Payroll, Cash Handling, Cash Management, Zero Balancing, Account Management, Gaming Industry, Dispute Resolution, Financial Accounting, Bank Secrecy Act, Auditing, Microsoft Excel, Microsoft Office, Employee Training, Customer Satisfaction, Team Building, Security, Invoicing, Call Centers, Budgets, Counterfeit Detection
Education
Florida International University 2014 — 2016
Bachelor's Degree
Miami Dade College 2009 — 2011
Associate of Arts
Miami Lakes Technical Educational Center 2002 — 2004
Superintendent's High School Diploma of Distinction
Bank of America Merrill Lynch June 2013 - Present
GE Capital - Commercial Finance June 2007 - June 2013
RBC Bank January 2004 - June 2007
Comerica Bank December 2000 - January 2004
Bank Austria Creditanstalt Corporate Finance 1998 - December 2000
The Industrial Bank of Japan 1996 - 1998
RUST Remedial Services 1992 - 1995
Golder Associates 1989 - 1992
Skills
Credit Analysis, Private Equity, Corporate Finance, Financial Modeling, Mergers, Portfolio Management, Commercial Lending, Valuation, Venture Capital, Financial Analysis, Banking, Investment Banking, Capital Markets, Investments, Treasury Management
Education
Emory University - Goizueta Business School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Madison 1984 — 1989
Bachelor of Science (B.S.), Civil & Environmental Engineering
Bank of America Merrill Lynch June 2006 - Present
Merrill Lynch 2002 - July 2006
Merrill Lynch 2001 - 2002
Merrill Lynch 1998 - 2001
Merrill Lynch 1989 - 1998
Willkie Farr & Gallagher LLP September 1986 - December 1989
Skills
Capital Markets, Securities Regulation, Equities, Corporate Finance, Municipal Law, Regulatory Affairs, Dodd-Frank, Corporate Law, Fixed Income, FINRA, Municipal Bonds, Securities, Investment Banking, Due Diligence, Securities Offerings
Education
Fairfield University
Bachelor of Arts (B.A.), Economics
Fordham University School of Law
Doctor of Law (J.D.)
Bank of America Merrill Lynch July 2014 - Present
Bank of America February 2008 - July 2014
Skills
Credit, Banking, Loans, Customer Service, Risk Management, Finance, Retail Banking, Cash Management, Relationship Management, Financial Risk, Branch Management, Cross Selling, Financial Services, Operational Risk, Operational Risk..., Analysis, Critical Thinking, Strategic Thinking, Building Effective..., Team Management, Cross Functional Team..., Development of Strategy, Handle Multiple...
Education
Fairleigh Dickinson University 2009 — 2012
Master of Business Administration (MBA), Finance
Bank of America Merrill Lynch March 2014 - Present
Goldman Sachs October 2011 - February 2014
Goldman Sachs March 2010 - October 2011
Goldman Sachs September 2006 - March 2010
Goldman Sachs June 2003 - September 2006
Credit Suisse August 2001 - June 2003
Skills
Capital Markets, Strategy, Investment Banking, Alternative Investments, Recruiting, Securities
Education
Fairleigh Dickinson University 1997 — 2001
BS, Business management
Bank of America Merrill Lynch July 2004 - Present
Skills
Equities, Derivatives, Financial Analysis, Capital Markets, Risk Management, Securities, Financial Services, Equity Derivatives
Education
Fairfield University 2000 — 2004
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch DirectorBank of America Merrill LynchJune 1999 - Present
Education
Fairfield University 1997 — 2001
Bachelor's degree, Finance and information systems
Bank of America Merrill Lynch January 2000 - Present
Skills
Supervisory Experience, Virtual Team Training...
Education
Fairleigh Dickinson University 1992 — 1996
Bachelor of Arts, International Studies
Merrill Edge August 2015 - Present
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - June 2014
Rhett's Piano Bar January 2012 - January 2013
City of Longwood September 2007 - January 2012
Skills
Microsoft Excel, Research, Public Speaking, Windows, English, Outlook, Equities, Fixed Income, Derivatives, Customer Service, Computer Proficiency, Mutual Funds, Investments, Coaching
Education
Flagler College 2009 — 2013
BA, Economcis
Flagler College 2009 — 2013
BA, Economcis, Business Administration, Art History
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch February 2008 - January 2010
Merrill Lynch January 2005 - February 2008
Merrill Lynch July 2004 - December 2004
Skills
Electronic Trading, Equity Trading, Series 7, Series 24, Series 55, Series 66, Bloomberg, Securities, Wealth Management, Trading Systems
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Finance, Marketing
Fairfield University 2000 — 2004
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch February 2014 - August 2014
JPMorgan Chase July 2007 - October 2013
Sonman Incorporated June 2004 - June 2006
Skills
Risk Analysis, Financial Risk, Underwriting, Real Estate, Real Estate Transactions, Banking, Accounts Payable, Mortgage Banking, Mortgage Lending, Accounts Receivable, Loans, Digital Marketing, Mortgage Servicing, Digital Photography, Logo Design, Adobe Creative Suite, Sports Coaching, Event Photography, Commercial Photography, Marketing, Social Media Marketing, Online Marketing, Tax Preparation, Volunteer Management, Marketing Strategy, Event Management, Event Planning, Events Coordination, Debt Collection, Loan Origination
Education
Florida Agricultural and Mechanical University 2000 — 2003
Bachelor's degree, Accounting, 3.0
Bank of America Merrill Lynch April 2015 - Present
Thomas Squeri Consulting December 2014 - March 2015
Barclays Investment Bank September 2010 - March 2014
Morgan Stanley January 2006 - September 2010
Morgan Stanley January 2001 - January 2006
Education
Fairfield University 1985 — 1989
Bachelor's degree, Business
Bank of America Merrill Lynch September 2014 - December 2014
FIS - Fidelity Information Services June 2012 - December 2012
We Energies February 2008 - November 2011
GENCO July 2004 - December 2005
Skills
Supervisory Skills, Office Management, Office 2010, Microsoft Office 2007, Internet Explorer, Bookkeeping, Spreadsheets, Call Centers, Data Entry, Software Documentation, Access, Customer Service, Human Resources, Microsoft Excel, Outlook, PowerPoint
Education
Sanford - Brown College West Allis, WI 2008 — 2010
Diploma, Medical Office Assistant/Specialist
Sanford Brown West Allis,WI 2006 — 2008
Diploma, Medical/Clinical Assistant
Florida Institute of Technology
Counseling Psychology
Wells Fargo Advisors March 2009 - Present
Bank of America Merrill Lynch December 2003 - March 2009
Skills
Financial Services, Insurance, Investment Strategies, Relationship Management, Retirement Planning
Education
Fashion Institute of Technology 1996 — 2000
Bachelor of Science, International Trade and Marketing
Fashion Institute of Technology