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
Bredwood Consulting May 2013 - Present
ICan benefit Group January 2014 - October 2014
Bank of America Merrill Lynch October 2011 - May 2013
PNC July 2007 - October 2011
Skills
Teaching, Customer Service, English, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking, Research, Windows, Budgets, HTML, Leadership, Sales, Training, Teamwork, Team Building, Management, Strategic Planning
Education
Florida State University 2000 — 2004
Bachelor of Applied Science (BASc), Library and Information Science
Bank of America Merrill Lynch March 2013 - Present
American Income Life July 2012 - December 2012
Apple Inc December 2011 - July 2012
Skills
Leadership, Recruiting, Training, Business Development, Sales, Workshop Facilitation, Personal Training, Human Resources, Commercial Banking, Treasury Management, Liquidity Management, Banking, Maintaining Strong..., Maintaining..., Structured Trade, international trade, Employee Training, International Trade, CRM, Management, Relationship Management
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), Management
Florida International University 2009 — 2011
Bachelor of Arts & Sciences, Psychology
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2014 - May 2015
Merrill Lynch October 2011 - September 2014
Bank of America June 2005 - February 2012
Skills
Relationship Management, Banking, Credit, Portfolio Management, Customer Service, Risk Management, Finance, Financial Analysis, Cash Management, Commercial Banking, Corporate Finance, Financial Risk, Trade Finance, Loans, Retail Banking, Credit Risk
Education
Florida International University 2011 — 2012
Master of Business Administration (MBA), Finance, General, 3.8
Florida International University - College of Business 2006 — 2010
Business Administration, Marketing
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2012 - July 2014
Standard & Poor's May 2011 - December 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD September 2009 - February 2010
ICBC January 2009 - February 2009
Skills
Quantitative Finance, VBA, Risk Management, Financial Modeling, Quantitative Analysis, Fixed Income, Credit Risk, OTC, Derivatives, Prime Brokerage, SQL, Financial Analysis, Data Analysis, Liquidity Risk, Basel II, FX, SAS, Bloomberg, Eviews, Matlab, Accounting, Excel, Statistics, C++, Asset Management, Equities, Problem Solving, Portfolio Management, Mandarin, Equity Research, Microsoft Excel, Interest Rate..., Quantitative Analytics
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
Master of Science (M.Sc.), Quantitative Finance, 3.8
Sichuan University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.5
Bank of America Merrill Lynch July 2012 - February 2015
LPL Financial December 2007 - May 2012
Merrill Lynch December 2004 - December 2007
Prudential Financial December 2003 - December 2004
Peninsula Asset Management, Inc January 1995 - December 1995
Education
Florida State University 1990 — 1994
BS Economics, Economics, Finance
Florida State University 1990 — 1994
Bachelor of Science, Economics
Bank of America Merrill Lynch April 2015 - Present
Moody's Analytics September 2014 - April 2015
AllianceBernstein June 2013 - November 2013
Shanghai Pudong Development Bank May 2011 - June 2011
Skills
Matlab, Financial Modeling, Quantitative Analytics, VBA, C++, Quantitative Finance, SAS, Statistics, Mathematics, Derivatives, Portfolio Management, Market Risk, Risk Management, Graph Theory, Bloomberg Terminal, Time Series Analysis, Financial Econometrics, Stochastic Calculus, Econometrics, Fixed Income, MBS, Agency MBS, Trading, Finance, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master's Degree, Quantitative Finance, 3.8/4.0
Southern Polytechnic State University 2010 — 2012
Bachelor of Science (BS), Mathematics, 3.9/4.0
North China University of Technology 2008 — 2010
Bachelor of Science (BS), Computational and Applied Mathematics
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch August 2012 - December 2012
State Farm Insurance February 2010 - August 2012
Seminole Sports Marketing August 2011 - May 2012
Skills
Sales, Customer Service, Microsoft Office, Business Networking, Investments, Series 7, Series 66, Marketing, Marketing Strategy, Insurance, Relationship Management, Financial Markets, Time Management, Wealth Management, Securities, Investment Strategies, Portfolio Management, Financial Analysis, Retirement Planning, Equities, Banking, Mutual Funds
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2009 — 2012
Bachelor of Science (BS), Finance and Marketing
J.P. Morgan August 2013 - Present
Merrill Lynch July 2012 - August 2013
Bank of America Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Alternative Investments, Access, Financial Modeling, Investments, Banking
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
UCLA Anderson School of Management September 2013 - June 2015
Ernst & Young June 2014 - August 2014
Bank of America - US Trust June 2012 - May 2013
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America - U.S. Trust July 2009 - July 2010
Bank of America - Wealth Management Banking July 2008 - July 2009
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Florida International University - College of Business Administration 2003 — 2007
Bachelor of Business Administration (BBA)
Bank of America Merrill Lynch March 2014 - Present
PNC February 2012 - April 2014
Morgan Stanley 2010 - 2011
Skills
Investments, Wealth Management, Fixed Income, Asset Allocation, Retirement Planning, Series 7
Education
Florida State University
Bachelor of Science (B.S.), Computer Science
BBVA December 2014 - Present
Merrill Lynch November 1993 - November 2014
Bank of America Merrill Lynch 1993 - May 2012
Merrill Lynch 2004 - 2008
Merrill Lynch 1999 - 2003
Merrill Lynch 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Proven sales executive, Top Producer, Accomplished team leader, Recruiting and hiring, Series 7, Series 63, Series 65, Series 24, NMLS Licensed, Mergers and Integration, Strategy and Execution, developing high..., Risk Assessment and..., Creating Vision and..., Management, Financial Advisory, Mortgage Lending, Loans, Strategic Financial..., Banking, Commercial Lending, Financial Services, Credit, Mutual Funds, Investment Advisory, Wealth Management, Portfolio Management
Education
Florida State University 1985 — 1989
BS, Finance, General
Santander Bank, N.A. November 2014 - Present
Miami Dade College May 2013 - Present
Bank of America Merrill Lynch August 2011 - November 2014
Everest Institute January 2010 - March 2014
Coral Gables Police Department July 2007 - August 2011
Coral Gables Police Department August 2003 - August 2011
Coral Gables Police Department August 2003 - July 2007
Skills
Criminal Justice, Security Management, Skip Tracing, Risk Assessment, Private Investigations, Security, Courts, Enforcement, Fraud, Physical Security, Police, Interrogation, Investigation, Corporate Security, Surveillance, Background Checks, Protection, Asset Protection, Security Operations, Bank Secrecy Act, Loss Prevention, Computer Forensics, AML, Criminal Investigations, Executive Protection, USA PATRIOT Act, Credit Cards, CCTV, Evidence, Personal Protection, Crime Prevention, Security Awareness, Financial Risk, Fraud Detection, Certified Fraud Examiner, Counterterrorism, Criminal Law, Crisis Management, Internal Investigations, Security Audits, Cybercrime, Homeland Security, Intelligence, Patrol, Law Enforcement
Education
Nova Southeastern University 2007 — 2009
Masters in Forensic Investigations, Criminal Justice
Florida International University 2002 — 2006
Bachelor's of Science, Criminal Justice and Corrections, 3.0
Bank of America Merrill Lynch July 2014 - Present
Stein Mart March 2014 - July 2014
Stein Mart June 2013 - March 2014
Stein Mart September 2011 - June 2013
Independent Colleges and Universities of Florida July 2010 - July 2011
News Service of Florida February 2010 - May 2010
University Directories May 2009 - July 2009
Skills
Time Management, Sales, PowerPoint, Customer Service, Merchandising, Microsoft Excel, Microsoft Word, Event Planning, Salesforce.com, Facebook, Social Media, Retail, Advertising, Microsoft Office, Outlook, Management
Education
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Business - Marketing, Management Information Systems
Deutsche Bank August 2014 - Present
Bank of America Merrill Lynch May 2012 - August 2014
Bank of America July 2010 - May 2012
Skills
Treasury Services, Treasury Management, International Sales, Manage Client..., Banking Relationships, Long-term Customer..., Customer Experience, Branch Banking, Customer Engagement, Retail Banking, Customer Service, Cash, Microsoft Office, Banking, Treasury, Cross Selling, Financial Institutions, Deposits, Payments, Trade Finance, Finance, CRM, Sales, Cash Management, Relationship Management, Commercial Banking, Risk Management, Financial Services
Education
Florida International University 2012 — 2013
Master of Business Administration (M.B.A.)
Florida International University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and International Business
Blue Hem 2015 - Present
Bank of America Merrill Lynch July 2009 - February 2015
Cone Walsh & Co. July 2008 - June 2009
Skills
Bloomberg, Finance, Mutual Funds, Securities, Settlement
Education
Florida State University
University of Alaska Anchorage
BBA, Finance
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch July 2010 - November 2011
Morgan Stanley Smith Barney March 2001 - July 2010
Morgan Stanley May 1999 - March 2001
Morgan Stanley 1995 - May 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Business Development, Equities, FINRA, Financial Advisory, Financial Services, Hedge Funds, Fixed Income, Investment Advisory, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Asset Management
Education
Florida State University 1990 — 1993
M.S.
Tsinghua University清华大学 1984 — 1989
Bachelor's Degree, Architecture
Bank of America Merrill Lynch November 2005 - Present
Bank of America 2000 - 2005
Bank of America 1998 - 2000
Skills
Credit Risk, Credit Analysis, Commercial Banking, Commercial Lending
Education
Florida State University - College of Business
Finance, General
Voya Financial August 2014 - June 2015
Randstad January 2014 - August 2014
Bank of America - Merrill Lynch January 2011 - November 2013
Bank of America - Merrill Lynch June 2010 - December 2010
Bank of America - Merrill Lynch January 2010 - June 2010
Bank of America - Merrill Lynch October 2006 - January 2010
Bank of America - Merrill Lynch September 2005 - October 2006
PacifiCare January 2001 - January 2004
Charles Schwab & Co January 2000 - January 2001
Skills
Training, Series 7, Wealth Management, Access, Investments, Equities, Financial Services, Trading, Financial Analysis, Investment Management
Education
Florida State University 1976 — 1980
Bachelor’s Degree, English Language and Literature/Letters
Expocredit Corp January 2013 - Present
Bank of America Merrill Lynch June 2010 - September 2012
Bank of America Merrill Lynch June 2009 - June 2010
Bank of America October 2005 - June 2010
Skills
Banking, Financial Institutions, Portfolio Management, Financial Analysis, Credit, Cash Management, Treasury Services, Latin America, People-oriented, Team Building, Work Ethic, Analitical, Marketing Management, Counterparty Risk, Factoring, Asset Based Lending, Financial Risk, Credit Risk, Strategy, Commercial Banking, Management, Credit Analysis, Risk Management, Finance
Education
Florida International University 2003 — 2005
Business Administration, International Business, 3.67
TMF Group February 2015 - Present
TMF-Group April 2012 - Present
Bank of America Merrill Lynch March 2011 - March 2012
Skills
Outlook, Microsoft Office, Microsoft Excel, Interpersonal..., Writing, Budgets, Banking, •Microsoft Office..., •Excellent ..., English, PowerPoint, •Fluent verbal and in..., Event Planning, Administrative..., Compliance, Customer Service, Paralegals, Legal Compliance, Social Media Marketing, Social Skills, Team Building, Team Leadership
Education
Florida International University - College of Business 2014 — 2014
Human Resource Management Certificate
University of Miami 2013 — 2013
Certified Paralegal, Legal Assistant/Paralegal
Universidad de La Sabana 1999 — 2004
Bachelor's degree, Business/Commerce, General
CIT September 2013 - Present
Bank of America Merrill Lynch February 2010 - September 2013
Bank of America October 2006 - February 2011
Skills
Banking, Risk Management, Financial Risk, Portfolio Management, Vendor Management, Coaching, Business Analysis, Financial Services, SDLC, Project Portfolio..., Process Improvement, IT Strategy, Business Process..., PMO, Governance
Education
Florida State University
Master of Science, Information Studies
Florida State University
Bachelor of Science, Economics
Bank of America Merrill Lynch September 2014 - Present
Bank of America June 2012 - September 2014
Bank of America February 2007 - June 2012
Bank of America February 2006 - January 2008
Bank of America February 2006 - February 2007
Skills
Risk Management, Servers, Forecasting, Microsoft Excel, Loans, Vendor Management, Internet Banking, Program Management, Finance, Process Improvement, Project Planning, SDLC, Financial Risk, Financial Analysis, Project Management, Budgets, Change Management, Banking
Education
Florida State University 2002 — 2005
B.S., Information Studies
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch August 2012 - October 2012
Bank of America Merrill Lynch March 2008 - August 2012
Skills
Process Improvement, Customer Service, Active Directory, Microsoft Office, BMC Remedy, Microsoft Excel, Windows 7, Team Leadership, Outlook, Windows, PowerPoint, Change Management, Microsoft Word, Information Technology, Technical Support, Help Desk Support, Service Desk, Troubleshooting, XP, Training, Servers, SharePoint, Windows Server, Call Centers, Operating Systems, Computer Hardware, ITIL, Business Analysis, Disaster Recovery, Quality Assurance, Vendor Management, Data Center, Software Documentation, Hardware, IT Service Management, Software Deployment, IT Management, Microsoft Exchange, Unix, Incident Management, Security, Networking, Blackberry, IT Operations, Visio, System Deployment, Blackberry Enterprise..., Citrix, Databases, Group Policy
Education
Florida Community College at Jacksonville
Associate of Science (A.S.), Computer Science
University of North Florida
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill January 2012 - Present
Bank of America June 2006 - January 2012
Florida Army National Guard December 2000 - December 2007
Skills
Operations Management, Customer Service, FED Settlements, DTC Settlements, MBS Settlements, FI Settlements, Change Management, Six Sigma, Green Belt, Multiple Location..., MMI Settlements, Strategic Planning, Project Planning, Project Implementation, Business Planning, Broker Dealer Operations
Education
Nova Southeastern University 2009 — 2011
MBA
Florida State University 2000 — 2006
BS, Economics
Bank of America Merrill Lynch August 2011 - Present
Skills
Information Technology, Network Design, Network Architecture, Windows, Cisco Technologies, Change Management
Education
Florida State College at Jacksonville 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Technology
Citizens Property Insurance September 2011 - May 2013
Argyle Forest Youth Sports Association 2009 - 2013
Argyle Forest Youth Sports Association 2009 - 2012
Argyle Forest Youth Sports Association 2009 - 2012
Bank of America Merrill Lynch November 2002 - February 2011
Bank of America June 2002 - November 2002
Bank of America March 2001 - June 2002
SetupMyComputer.com August 2000 - February 2002
Circuit City July 1998 - February 2002
Skills
Insurance, Call Centers, Troubleshooting, Operating Systems, Banking, Customer Service, Sales, Marketing, Strategy, Time Management
Education
Florida Community College at Jacksonville 2009 — 2013
AS, Computer Networking and Telecommunications
Bank of America Merrill Lynch September 2014 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch October 2012 - July 2013
The Cheesecake Factory December 2009 - February 2013
City of Jacksonville Beach July 2010 - May 2012
Bausch & Lomb July 2009 - September 2009
Florida State University 2008 - 2009
Skills
Pro Engineer, Microsoft Word, AutoCAD, Matlab, Microsoft Office, Manufacturing, Process Improvement, Medical Devices, Team Leadership, MathCAD, Training, Analysis, Engineering, MS Project, Mechanical Engineering, Research, Teamwork, Testing
Education
Florida State University 2004 — 2009
Bachelors, Mechanical Engineering
Southeastern Grocers January 2014 - Present
Southeastern Grocers May 2013 - January 2014
PSS World Medical August 2011 - May 2013
Bank of America Merrill Lynch January 2011 - August 2011
Scottrade July 2009 - January 2011
Applebee's May 2006 - October 2009
Skills
Series 7, Series 66, Finance, Financial Reporting, Financial Analysis, Forecasting, Mergers & Acquisitions, Due Diligence, Financial Services, Sales, Financial Modeling, Uniform Combined State..., Banking, Investments
Education
University of North Florida 2007 — 2010
Bachelors, Finance
Florida State University 2005 — 2006
Stanton College Preparatory 2001 — 2005
Wells Fargo June 2014 - December 2014
Bank of America July 2013 - March 2014
Bank of America Merrill Lynch March 2011 - March 2013
Wachovia, A Wells Fargo Company November 2009 - January 2011
Bank of America June 2009 - November 2009
Skills
SDLC, Vendor Management, Banking, Business Analysis, Business Process..., Visio, Change Management, Process Improvement, PMO, Infrastructure, Requirements Analysis, Program Management, ITIL, IT Management, MS Project, SharePoint, Clarity, Release Management, Disaster Recovery, Project Portfolio..., Management, Leadership, Strategy, PMP, Integration, Project Management
Education
Florida State University
BS, Accounting, Economics
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2013
Merril Lynch May 2004 - May 2008
Skills
Credit Risk, Risk Management, Project Management, Structured Finance, Basel II, Basel III, Counterparty Risk, Data Analysis, Regulatory Projects, Prime Brokerage, Data Quality, Risk Governance, Hedge Funds, Due Diligence, Derivatives, Financial Risk, Financial Services, Leadership, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Dual Concentration in Finance and Marketing
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch April 2006 - January 2009
Deutsche Bank April 2003 - April 2006
Morgan Stanley and Co Inc May 1986 - March 2003
Skills
Trading, Money Market, Fixed Income, Securities Lending, Prime Brokerage, Hedge Funds, Equities, Bloomberg, Series 7, Securities, Series 63, Series 24, Funding, Structured Products, Collateral Management, Bonds
Education
Fordham Gabelli School of Business 1991 — 1993
Saint Leo University 1982 — 1986
BA, Accounting
Clifton
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Johnson and Johnson MD&D August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, English, Windows, Outlook
Education
Florida International University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Miami Springs Senior High 2006 — 2010
Bank of America Merrill Lynch June 2012 - Present
Bank of America January 2011 - May 2012
Bank of America Merrill Lynch February 2009 - February 2011
Bank of America May 2007 - February 2009
Bank of America January 2001 - May 2007
Bank of America October 1998 - December 2000
Skills
Risk Management, Cross-functional Team..., Banking, Financial Analysis, Change Management, Program Management, Strategic Planning, Management, Business Development, Six Sigma, Financial Risk, Trade Finance, Treasury Services, Project Management, Financial Institutions, Budgets, CRM, Finance, Financial Modeling, Product Development, Strategy
Education
Florida International University - College of Business 1996 — 1998
BA, Accounting
Florida International University - College of Business 1986 — 1991
BA, Business Administration
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - November 2014
Merrill Lynch March 2011 - December 2012
Skills
Equities, Fixed Income, Derivatives, Securities, Risk Management, Middle Office, VBA, Back Office, Process Improvement, Analysis, Financial Markets, Financial Analysis, Financial Risk, Operational Risk, Market Risk, Cash Management, CDS, Credit Risk, Settlement, Securities Lending, Operational Risk..., Treasury Management, Collateral Management, FX Options, Options, Microsoft Office
Education
Florida State University
Bachelor of Science, Economics; International Finance, Econometrics
Deutsche Bank August 2014 - Present
Bank of America Merrill Lynch March 2013 - August 2014
Bank of America Merrill Lynch February 2010 - March 2013
Ameriprise Financial Services, Inc. February 2006 - February 2010
Skills
Correspondent Banking, Treasury Management, Trade Finance, International Trade, Cash Management, Liquidity Management, Corporate Governance, Due Diligence, Series 7, Retirement Planning, Mutual Funds, Investments, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Uniform Combined State..., Wealth Management, Fixed Income, Banking, Treasury, Risk Management, Finance, Financial Institutions
Education
Florida International University - College of Business Administration 2007 — 2008
Masters of Science in Finance
Florida International University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch June 2013 - Present
Allstate April 2013 - April 2013
Northern Trust October 2012 - January 2013
Tower Hill Trading January 2012 - October 2012
Zacks Investment Research March 2011 - August 2011
JPMorgan Chase May 2008 - July 2009
MetLife July 2004 - April 2008
Skills
Investments, Mutual Funds, Equities, Asset Allocation, Finance, Loans, Mortgage Lending, Insurance, Trading, Customer Service, Financial Advisory, Underwriting, Microsoft Excel, Retirement, Fixed Annuities, PeopleSoft, Financial Services
Education
Florida State University 1999 — 2003
Bachelors of Science, Finance
Florida State University 1999 — 2003
Bachelors of Science, Management Information Systems
The Portrait Group, LLC February 2014 - Present
Serve/ American Express July 2012 - January 2014
Palm Coast Data June 2011 - June 2012
Bank of America Merrill Lynch 2010 - 2011
Kforce Technology Staffing February 2009 - September 2009
Acosta Sales & Marketing March 2007 - June 2008
COMSYS January 2006 - March 2007
BellSouth June 2004 - December 2005
DataRoad, Inc. - Oracle Practice 1999 - 2005
DataRoad November 1999 - April 2004
Skills
Oracle, PL/SQL, Data Warehousing, Database Design, Data Modeling, Management, Programming, Databases, SDLC, SQL, Business Intelligence, Unix, Requirements Analysis, Database Administration, Business Analysis, Oracle Applications, Software Development, System Administration
Education
Florida State College at Jacksonville 1995 — 2005
Emergency Medical Technician Basic, Emergency Medicine, Completion
Bank of America Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch May 2010 - September 2013
Accenture November 2005 - November 2009
Accenture June 2004 - October 2005
Accenture May 2002 - June 2004
Accenture June 2001 - June 2002
Accenture August 2000 - May 2001
Accenture June 1999 - July 2000
Accenture August 1997 - May 1999
Skills
Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Process Improvement, Finance, Analysis, Management, Managerial Finance, Outsourcing, Budgets, Accounting, Strategic Financial..., Business Analysis, Internal Controls, Strategy, Leadership
Education
Florida International University - College of Business
BA, Finance & International Business
Citi Personal Wealth Management September 2015 - Present
Citibank - Citi Personal Wealth Management August 2014 - September 2015
Bank of America Merrill Lynch April 2011 - August 2014
Hudson Financial Group September 2009 - April 2011
JPMorgan August 2007 - September 2009
A.G. Edwards March 2005 - August 2007
Global Markets Trading Institute January 2003 - March 2005
Pristine.com April 2001 - January 2003
PepsiCo Inc. September 1985 - March 2001
Arthur Andersen/Andersen Consulting June 1982 - August 1985
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Banking, Investments, Financial Services, Finance, Management, Financial Analysis, Strategic Planning, Asset Management, Trading, Securities, Equities
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Marketing Management
Trinity College-Hartford 1978 — 1982
Bachelor's Degree, Computer Science & Economics
Sleepy Hollow HS 1974 — 1978
Bank of America, Merrill Lynch June 2007 - Present
Bank of America, Merrill Lynch February 2005 - May 2007
Bank of America, Merrill Lynch November 2001 - January 2005
The Matlen Silver Group July 2000 - October 2001
Information Systems of Florida June 1997 - June 1999
Skills
Microsoft Certified..., NoSQL, MongoDB, RabbitMQ, Microsoft Certified..., Windows Azure, ASP.NET MVC, ASP.Net Web API, WCF, Microsoft SQL Server, LINQ, Entity Framework, Software Development, .NET, Business Analysis, SDLC, Project Management, SOA, Database Design, Software Project..., Agile Methodologies, Architecture, Requirements Analysis, Disaster Recovery, Management, Approximate String..., Design Patterns, OOP, Hyper-V, ALM, SSRS, XML, C#, Ubuntu, Java, LAMP, Linux, Apache, MySQL, PHP, Architectures, HTML 5, JavaScript, CSS3, AngularJS, Bootstrap 3, UML, Application Architecture, Cloud Computing, DocuSign
Education
University of North Florida 2001 — 2006
Master of Science, Computer Science
Florida State University - College of Business 1993 — 1997
Bachelor of Science, Management Information Systems
Regions Financial Corporation October 2013 - Present
Goldman Sachs October 2009 - September 2013
Bank of America Merrill Lynch January 2007 - October 2009
Banc of America Securities January 2005 - January 2007
Banc of America Securities July 2001 - January 2005
Salomon Smith Barney June 2000 - August 2000
PARIBAS July 1997 - August 1999
Bank of America June 1996 - July 1997
Skills
Portfolio Management, Investments, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Risk Management, Credit Analysis, Credit, Structured Finance, Asset Management, Financial Risk, Finance, Leadership, LBO, Banking, Restructuring, Fixed Income, Venture Capital, Investment Banking, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
M.B.A., Finance and Accounting
Florida State University 1991 — 1995
Bachelor of Science, Finance and Management
Christopher Columbus High School (Miami) 1987 — 1991
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Teamwork, Research, Social Media, Salesforce.com, Microsoft Excel, Investments, Outlook, Social Networking, Financial Modeling
Education
Florida State University 2012 — 2016
Bachelor's degree, Finance, General, Senior
Florida International University August 2013 - Present
Staffing By Choice January 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
ALPFA, Inc. — Empowering Latino Leaders December 2014 - August 2015
JDH Financial Group, Inc. June 2014 - July 2014
Skills
Microsoft Office, Public Speaking, Leadership, Leadership Development, PowerPoint, Teamwork, Management, Organizational..., Performance Management, Interviews, Recruiting, Consulting, Microsoft Excel
Education
Florida International University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Human Resources Management
Florida International University 2013 — 2017
Bachelor of Arts (B.A.), Psychology
Merrill Lynch July 2015 - Present
Bank of America February 2012 - June 2015
Bank of America Merrill Lynch February 2011 - February 2012
HNW April 2010 - August 2010
Skills
Customer Service, Microsoft Office, Banking, Leadership, Financial Analysis, Strategic Planning, Microsoft Word, Analysis, Finance, Marketing, Microsoft Excel, Social Media, Research, Time Management, PowerPoint
Education
Florida State University 2005 — 2009
Bachelor's Degree, English Language and Literature, General
Bank of America Merrill Lynch July 2011 - Present
Aaron's, Inc November 2008 - October 2011
Bank of America October 2010 - July 2011
Regions Financial Corporation January 2003 - January 2008
Wells Fargo March 2002 - January 2003
Education
University of North Florida 2001 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Florida State College at Jacksonville 2010 — 2010
Associate of Arts (AA), English Language and Literature/Letters
Spruce Creek High School 1998 — 2001
High School Diploma, College Prep
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch September 2013 - November 2014
Bank of America Merrill Lynch March 2013 - September 2013
Bank of America Merrill Lynch October 2012 - March 2013
TD Bank October 2011 - July 2012
University of North Florida March 2010 - May 2011
Skills
Loan Processor, Customer Service, Data Analysis, Management, Banking, Data Entry, Microsoft Excel, Time Management, SPSS, PowerPoint, Microsoft Word, Statistics, Sales, Loans, Analysis, Research, Investments, Risk Management, Process Improvement, Business Analysis, Team Building, Financial Reporting, Accounting
Education
University of North Florida 2009 — 2010
Bachelor of Arts, Political Science/Public Administration
Florida State College at Jacksonville
Associate’s Degree
Resource America March 2014 - Present
Seminole Precast Manufacturing Inc. September 2011 - March 2014
Jarden Corporation May 2010 - June 2010
Bank of America Merrill Lynch May 2009 - June 2009
Seminole Precast Manufacturing Inc. July 2008 - July 2008
Jarden Corporation May 2008 - June 2008
Skills
Access, Financial Reporting, Microsoft Excel, Management, Analysis, Sales, Leadership, Marketing, Social Media Marketing, Event Planning
Education
Florida State University - College of Business 2007 — 2011
Finance,Business Management
Bank of America Merrill Lynch October 2005 - Present
US Navy July 2000 - July 2005
Skills
Financial Analysis, Banking, Investments, Microsoft Excel, Portfolio Management, Risk Management, Customer Service, Financial Services
Education
University of North Florida - College of Business Administration 2008 — 2010
Bachelor’s Degree, Financial Planning and Services
Florida State College at Jacksonville 2006 — 2008
Associate’s Degree
Primerica Financial Services January 2014 - Present
Kingdom Wealth Planning, Inc. 2012 - Present
Bank of America Merrill Lynch May 2011 - July 2013
PHH Mortgage May 2010 - August 2010
Wachovia Bank February 2008 - May 2010
Skills
Risk Management, Customer Service, Time Management, Retirement Planning, Credit, Budgets, Leadership, Finance, Investments, Personal Finance, Training, Coaching, Financial Analysis, Financial Counseling, Strategic Financial..., Term Life Insurance, Team Building, Financial Accounting, Fixed Annuities, Variable Annuities, Financial Planning, Public Speaking
Education
Univerisity of North Florida - Coggin College of Business 2009 — 2011
Bachelor of Business Administration, Finance - Investments
Florida Community College at Jacksonville 2006 — 2008
Associate of Arts, Business Administration2006; Finance
BNY Mellon July 2013 - Present
Bank of America Merrill Lynch 2007 - 2012
Skills
Retirement Planning, Equities, Mutual Funds, Wealth Management, Investments, Financial Services, Securities, Banking
Education
Florida State College at Jacksonville 2012 — 2016
Bachelor of Technology (BTech), Information Technology
Florida State College at Jacksonville 2012 — 2013
Associate of Arts (AA)
Itaú Private Bank October 2013 - Present
Bank of America Merrill Lynch May 2012 - October 2013
Citi Private Bank July 2004 - May 2012
J.P. Morgan Private Bank September 1982 - July 2004
Skills
Investments, Private Banking, New Business Development, Estate Planning, High Net Worth..., Series 7, Wealth Management, Capital Markets, Banking, Fixed Income, Risk Management, Equities, Hedge Funds, Alternative Investments, Securities, Mutual Funds, Equity Trading, Financial Services, Structured Products, Corporate Finance, Finance, Derivatives, Financial Structuring, Structured Finance, Private Equity, AML, Fund Of Funds, Financial Markets, Asset Allocation, Relationship Management, Bloomberg, FX Options, Investment Advisory, Financial Risk, Investment Strategies, ETFs, Investment Management, Wealth Management..., Bonds, Strategic Financial..., Financial Advisory, Latin America, Credit Risk, Options, Emerging Markets, FINRA, Trading, Credit, Series 63, Valuation
Education
University of Miami - School of Business 1994 — 1996
MBA, International Business
Florida International University
BA, Business Administration and Management
Citigroup September 2010 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
The Provident Bank 2009 - 2010
Bank of America Merrill Lynch December 2006 - July 2008
Merrill Lynch 2001 - 2006
Merrill Lynch 1999 - 2001
AT&T 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Portfolio Management, Investments, Investment Banking, Trading, Mutual Funds, Investment Management, Investment Advisory, Finance, Structured Products, Management, Entrepreneurship, Sales, ABS, Financial Advisory, Series 7, Sales Management, Economics, IPO, Equities, Asset Management
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Financial Planning, Finance and Economics
University of Delaware 1987 — 1991
BA, History, Communications and Business
Saint John Vianney
JPMorgan Chase & Co. September 2015 - Present
MetLife Securities May 2009 - September 2015
Silicon Valley University / San Jose State University / Keller Graduate School of Management / UOPX January 2006 - July 2015
Bank of America Merrill Lynch October 2006 - June 2009
Ameritas Investment Corp. January 2002 - October 2006
Cisco January 1996 - January 2002
USL Capital, Inc. (Ford Motor Credit subsidiary) January 1990 - December 1995
Charles Schwab October 1987 - January 1990
Skills
Teaching, Research, Microsoft Excel, PowerPoint, Critical Thinking, Leadership, Staff Development, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Budgets, Adult Education, Public Speaking, Project Management, University Teaching, Higher Education, Time Management, Instructional Design, Student Development, Distance Learning, Student Affairs, E-Learning, Curriculum Development, Financial Modeling, Business Intelligence..., Macroeconomics, Monte Carlo Simulation, Regression Analysis, Statistics, Cash Flow Forecasting, Corporate FP&A, Financial Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University - College of Business
Bachelor of Science (B.S.), Accounting
McGladrey July 2012 - Present
Bank of America - Merrill Lynch July 2011 - December 2011
Skills
Risk Management, Internal Audit, Internal Controls, Accounting, Finance, Accounts Payable, QuickBooks, Microsoft Excel, Portfolio Management, Credit, Financial Accounting, Banking, Financial Reporting, Auditing, Sarbanes-Oxley, PowerPoint, Microsoft Word, Risk Assessment, Sarbanes-Oxley Act, US GAAP, GAAP, Bloomberg, OFAC, Bank Secrecy Act, SEC filings, SEC Filings
Education
Florida International University 2008 — 2012
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Northwestern Mutual May 2013 - June 2014
Skills
Finance, Insurance, Retirement Planning, Investments, Strategic Financial..., Fixed Annuities, Disability Insurance, Life Insurance, Wealth Management, Financial Analysis, 401k, Valuation, Financial Planning, Microsoft Excel, PowerPoint, Public Speaking, Retirement, Microsoft Office
Education
Florida State University - College of Business 2012 — 2016
Accounting and Finance
Belen Jesuit Preparatory School 2008 — 2012
High School, Cum Laude
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch March 2010 - March 2011
Skills
Management, Project Management, Customer Service, Business Analysis, Leadership, Process Improvement, Analysis, PMO, User Acceptance Testing
Education
Florida State College at Jacksonville 2009 — 2013
Bachelor of Applied Science (BASc), Operations Management and Supervision
Starwood Capital Group May 2015 - Present
LNR Property LLC January 2015 - May 2015
LNR Property LLC December 2013 - January 2015
GL Homes June 2013 - November 2013
GL Homes January 2011 - June 2013
Bank of America Merrill Lynch September 2009 - December 2009
Skills
Budgeting, Portfolio Management, Loans, Financial Modeling, Financial Analysis, Budgets, Microsoft Excel, Management, Strategic Planning, Sales, Mergers & Acquisitions, Real Estate Development, Analysis, Finance, Cash Flow, Financial Reporting, Business Development, Investments, Accounting, Forecasting, Market Research, Investment Properties, Strategic Financial..., Real Estate, Corporate Finance, Valuation, Due Diligence, Financial Statements, Asset Management, Banking, Leadership, Capital Markets
Education
University of Florida - Warrington College Of Business 2011 — 2012
Masters of Business Administration, MBA
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Finance
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch January 2013 - June 2015
Bank of America Merrill Lynch July 2007 - January 2013
The Zimmerman Agency May 2006 - June 2007
Skills
Advertising, Sales, Account Management, Marketing Strategy, Marketing, Social Media Marketing, Underwriting, Banking, Commercial Banking, Manage Client..., Business Development, Valuation Modeling, Capital Structure, Superior written &..., Corporate Finance, Commercial Lending, Loans, Credit, Financial Analysis, Small Business Lending
Education
Florida State University 2002 — 2006
BS, Marketing
Florida State University - College of Business 2002 — 2006
Bank of America Merrill Lynch June 2015 - August 2015
HealthTap September 2014 - December 2014
SVB Financial Group June 2014 - September 2014
Stanford Campus Recreation Association April 2012 - June 2014
Argus Insights September 2013 - February 2014
Avidbank January 2013 - August 2013
University of Montana Varsity Football August 2012 - January 2013
Stanford University Varsity Football August 2011 - May 2012
Skills
Leadership, Entrepreneurship, Data Analysis, Valuation, Market Research, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Research, Teaching
Education
Stanford University 2011 — 2015
B.S. Science, Technology & Society, Life Sciences & Biotechnology
University of Montana
Business Administration and Management, General
Foothill College 2013 — 2013
Bank of America Merrill Lynch May 2011 - February 2014
Bank of America Merrill Lynch June 2009 - May 2011
Bank of America Merrill Lynch June 2008 - June 2009
Skills
Financial Structuring, Credit, Financial Modeling, Portfolio Management, Credit Analysis, Loans, Commercial Banking, Cash Flow, Commercial Lending
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance & Marketing, 3.81
Howard University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
McKinney Martial Arts Inc Pak's Karate of Oceanway April 2014 - Present
Trinity Martial Art Ministies January 2009 - Present
Bank of America Merrill Lynch January 2013 - July 2014
Bank of America Merrill Lynch January 2011 - January 2013
Blue Cross Blue Shield of Florida December 2010 - January 2011
Web Dojang, Inc. January 2009 - January 2011
ITI Marketing 2009 - 2009
Marketing Experiments 2008 - 2008
Better Homes of Jacksonville, Inc. 2004 - 2008
Randstad 2003 - 2004
Skills
Computer Hardware..., HTML, QA Testing, Blackberry Enterprise..., SEO, Landing Page..., Remote Support, Social Media, Digital Marketing, Cabling, Desktop Support, Business Management, E-commerce, Online Marketing, Quality Assurance, Troubleshooting, Podcasting, Podcast Production, Software Deployment, Taekwondo
Education
Florida Community College at Jacksonville 2010 — 2013
B.S.
ITT Technical Institute 2001 — 2003
A.S.
First Coast High School 1991 — 1995
Mizuho Bank November 2014 - Present
Bank of America Merrill Lynch August 2013 - October 2014
Bank of America Merrill Lynch June 2010 - July 2013
The Beverage Works - Distributor of Red Bull Energy Drink June 2005 - October 2007
Skills
Microsoft Office, Credit Risk, Sales Management, Customer Service, Financial Analysis, Languages, Ratings, Latin America, Banking, Risk Assessment, International Financial..., Due Diligence, Credit Analysis, Bloomberg, Portfolio Management, Risk Management, Financial Institutions, Loans, Fixed Income, Derivatives
Education
Florida International University - College of Business Administration 2009 — 2010
Bachelor's degree, Finance and International Business
Hillsborough Community College 2008 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
PwC November 2012 - Present
Fisher Professional Services 2010 - 2011
PwC October 2010 - October 2010
Bank of America Merrill Lynch July 2010 - September 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Finance, Tax, Management Consulting, Tax Research, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Science, Accounting
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachlor of Science, Accounting
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch October 2010 - March 2014
Bank of America Merrill Lynch May 2008 - October 2010
Skills
Equities, Bloomberg, Capital Markets, Derivatives, Equity Swaps, Interest Rate Swaps, Interest Rate Hedging, Options Strategies, Options, Futures, Forwards, Dividend Swaps, Convertible Bonds, Index Options, ETFs, Indexing, Custom Indicies, OTC Options, Series 7, Series 63, Bloomberg Terminal, Swaps, Securities
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance, General, 3.7 Cumulative GPA
Fordham University 2004 — 2007
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch July 2015 - Present
University of Florida June 2013 - June 2015
Bank of America-Merrill Lynch June 2014 - August 2014
Florida State College at Jacksonville January 2011 - June 2013
EverBank September 2011 - December 2011
WWP Track Student January 2011 - December 2011
US Army November 2004 - June 2009
Skills
Leadership, Microsoft Office, Financial Analysis, Microsoft Excel, Military, Finance, Portfolio Management, Microsoft Word, Financial Accounting, Management Accounting, Army, Combat, Combat Lifesaver, Combat Engineering, Explosive Ordnance..., Business Analysis, Market Research, Underwriting, Financial Reporting, Problem Solving, Analysis, Process Improvement, Organizational..., Community Outreach, Financial Risk, Financial Modeling, Management, Risk Management, Access, Critical Thinking, Middle Office, Settlements, Global Market Operations
Education
University of Florida 2013 — 2015
Bachelor's of Science in Business Administration, Finance
Florida Community College at Jacksonville 2011 — 2013
Associate of Arts (A.A.), Business Finance, High Honors
Bank of America Merrill Lynch August 2015 - Present
Self-Directed March 2009 - Present
HSBC Retail Banking and Wealth Management February 2013 - December 2014
TD Ameritrade October 2011 - December 2012
Citi January 2011 - July 2011
Bank of America Merrill Lynch September 2009 - December 2010
Empowering Today's Professionals March 2009 - March 2010
NASDAQ OMX 2004 - 2009
Instinet Corporation 2003 - 2004
The Island ECN June 2000 - January 2003
Skills
Equities, Market Data, Trading, Securities, Compliance, Electronic Trading, Trading Systems, Options, Financial Markets, Equity Trading, Financial Services, Fixed Income, Leadership, Derivatives, Capital Markets, Business Analysis, Strategy, Wealth Management, Investment Banking, Equity Derivatives, Project Management, CRM, Series 7
Education
Florida International University - College of Business Administration 1994 — 1997
Bachelor of Business Administration Degree, Finance
Miami Dade College 1992 — 1994
Associate In Arts Degree, Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch July 2015 - Present
Credit Suisse August 2010 - July 2015
Global Traffic Network June 2008 - August 2008
The Potomac Advocates January 2008 - April 2008
Princeton Management LLC May 2006 - August 2006
Skills
Interest Rate..., Financial Analysis, Financial Modeling, Interest Rate Swaps, Credit Derivatives, Markitwire, Operational Risk, Microsoft Office, Clearing, Swaptions, Clearing Houses, CCP, Real Estate, Commercial Real Estate, CMAS, Real Estate License, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Series 7, Series 63
Education
Florida State University 2009 — 2010
Masters of Science, Finance
North Carolina State University 2005 — 2009
B.S., Major in Business Management and a Minor in Economics
JY Monk and Superior School of Real Estate
Series 7 & 63
Bank of America Merrill Lynch February 1995 - Present
Bank of America June 2009 - August 2010
Bank of America July 2006 - June 2009
Bank of America June 2004 - June 2006
Bank of America February 2001 - June 2004
Bank of America March 1998 - February 2001
Bank of America February 1995 - March 1998
Skills
Banking, Credit, Leadership Development, Management, Loans, Leadership, Training, Analysis, Retail, Risk Management, Coaching, Process Improvement, Business Analysis, Vendor Management, Customer Satisfaction, Call Centers, Retail Banking, Relationship Management, Strategy
Education
University of Central Florida 1998 — 2001
Master of Arts (M.A.), Organizational Communication, General, Suma cum Laude
Florida State University 1991 — 1994
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication, Magna Cum Laude
Bank of America Merrill Lynch July 2015 - Present
IloveKickboxing.com October 2014 - Present
Citigroup 2007 - July 2015
Goldman Sachs - Spear, Leeds & Kellogg Specialists 1996 - 2007
Skills
Series 24, Series 7, Series 63, Equities, Options, Derivatives, Bloomberg, Capital Markets, ETFs, Equity Derivatives, Electronic Trading, Fixed Income, Securities, Investment Banking, Trading, Equity Trading, FINRA, Hedge Funds, Alternative Investments
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Lehigh University 1992 — 1996
BS, Finance
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch March 2011 - December 2012
Bank of America Merrill Lynch April 2008 - March 2011
Bank of America Merrill Lynch July 2006 - March 2008
Bank of America Merrill Lynch June 2005 - June 2006
Kahr Real Estate Service LLC January 2006 - April 2006
Chimes Inc. April 2002 - June 2004
Mitchell Martin 2000 - 2001
Various 1998 - 2000
Skills
Financial Modeling, Fixed Income, Capital Markets, Asset Managment, Valuation, Financial Analysis, Portfolio Management, Due Diligence, Investment Banking, Credit, Loans, Derivatives, Investments, Bonds, Banking, Alternative Investments, Securities, Credit Analysis, Credit Risk, Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Financing
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance/Marketing
University of Scranton 1993 — 1997
BS, Accounting
Bank of America Merrill Lynch August 2012 - Present
Standard Chartered Bank February 2008 - April 2011
American Express Bank International January 2002 - April 2007
Skills
Outgoing, Adaptation, Goal Oriented
Education
Florida International University - College of Business Administration 2007 — 2010
Bachelor in Business Administration, Management and Internatinal Business
MDCC 2003 — 2007
Associate in Arts, Business Administration
Wells Fargo November 2013 - Present
Wells Fargo May 2011 - October 2013
Bank of America Merrill Lynch November 2010 - May 2011
Merrill Lynch January 2010 - October 2010
Wachovia Securities July 2009 - February 2010
Wachovia Securities, LLC January 2007 - July 2009
Skills
Portfolio Management, Credit, Risk Management, Banking, Financial Analysis, Loans, Financial Risk, Finance, Investment Banking, Underwriting, Analysis, Competitive Analysis, Program Management, Management, Wealth Management, Strategic Planning, Securities, Outsourcing, Software Documentation, Marketing, Credit Analysis, Financial Services
Education
Florida International University - College of Business Administration 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch February 2004 - February 2015
Education
Florida State University - College of Business 1995 — 1998
JPMorgan Chase June 2013 - Present
JPMorgan Chase March 2012 - June 2013
Bank of America Merrill Lynch May 2010 - February 2012
Bank of America Merrill Lynch October 2007 - May 2010
LaSalle Bank N.A., ABN AMRO January 2007 - September 2007
LaSalle Bank N.A., ABN AMRO January 2006 - January 2007
Robert C. Larkin Vending January 2003 - December 2005
Florida State University Campus Recreation September 2002 - December 2005
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Portfolio Management, Credit, Loans, Middle Market, Investments, Credit Analysis, Underwriting, Asset Based Lending, Relationship Management, Banking, Financial Modeling, Small Business Lending, Finance
Education
Florida State University 2001 — 2005
Bachelor of Science, Finance
Bank of America Merrill Lynch September 2013 - Present
DC Consulting Services January 2012 - September 2013
Merrill Lynch January 2010 - November 2011
Banc of America Investments 2009 - January 2010
Merrilll Lynch 2000 - January 2009
Franklin Templeton Group 2000 - 2004
Franklin Templeton Investments 1997 - 2000
Skills
Sales Management, Series 7, Strategic Planning, Consultative Selling, Series 63, Mutual Funds, New Business Development, Sales Support, Wealth Management, Retirement, Series 66, Uniform Combined State...
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
PNC March 2013 - Present
Bank of America Merrill Lynch January 2010 - February 2013
Skills
Series 63, Securities, Capital Markets, Series 79
Education
University of Florida - Warrington College Of Business 2005 — 2006
MBA
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance
UBS Investment Bank October 2014 - Present
Bank of America Merrill Lynch July 2011 - October 2014
Bank of America Merrill Lynch June 2008 - July 2011
Merrill Lynch September 2005 - June 2008
Goldman Sachs January 2000 - September 2005
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Finance, Corporate Finance, Prime Brokerage, Hedge Funds, Investment Banking, Bloomberg
Education
Hofstra University 1994 — 1998
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance/Accounting
St. Francis Prep
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch 2011 - July 2015
CoBank 2007 - 2011
CoBank 2005 - 2007
SunTrust 1999 - 2005
US Navy 1994 - 1997
Education
University of Notre Dame
Master of Business Administration, Executive MBA
Florida State University
Bachelor of Science, Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
John Hancock Funds, LLC March 2011 - August 2012
Fred Alger Management September 2009 - July 2010
Fred Alger Management, Inc. May 2007 - September 2009
Smith Barney May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Asset Managment, Mutual Funds, Series 7, Bloomberg, Investment Management, Asset Allocation, Investments, Equities, Portfolio Management, Series 63, Asset Management, Research, Hedge Funds, Financial Services, Fixed Income
Education
Fordham Gabelli School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Gettysburg College 2000 — 2004
Bachelor's degree, Business Management
Bank of America - Merrill Lynch March 2006 - Present
ComputerShare 1998 - 2006
Skills
Disaster Recovery, Active Directory, Technical Support, Windows, IT Management, Servers, Information Technology, XP, Troubleshooting, Data Center, ITIL, Operating Systems, Unix, Windows 7, Enterprise Architecture, TCP/IP, IT Operations, SharePoint, Windows Server, System Deployment, Security, Network Security, IIS, VMware, Vendor Management, Firewalls, Visio, System Administration, Citrix, Virtualization
Education
Florida State University 1990 — 1994
Bank of America Merrill Lynch 2009 - Present
Bank of America 1997 - 2010
Skills
Merchant Services, Management Consulting, Payments, Wealth Management..., FX Options, Financial Services, Loans, Banking, Credit, Credit Analysis, Credit Risk, Loan Origination, Mortgage Banking, Mortgage Lending, Portfolio Management, Process Improvement, Relationship Management, Retail Banking, Risk Management, Strategic Planning, Underwriting, Vendor Management
Education
Florida State University 1978 — 1981
Bank of America Merrill Lynch February 2013 - Present
Merrill Lynch May 2006 - February 2013
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Series 7, Series 63, Securities, Bloomberg, Investments, Valuation, Credit
Education
Florida State University 2000 — 2004
BS, Finance, General
Bank of America Merrill Lynch June 2015 - Present
Bank of America June 2011 - June 2015
Bank of America August 2010 - June 2011
Citizens Property Insurance September 2008 - March 2011
Citizens Property Insurance December 2005 - September 2008
Citizens Property Insurance November 2004 - December 2005
Palm Harbor Homes March 2000 - August 2004
Skills
Insurance, Property & Casualty..., Casualty, General Insurance, Commercial Insurance, Liability, Claims Management, Commercial Lines, Claim, Workers Compensation, Risk Management, Umbrella Insurance, Legal Liability, Mortgage Banking, Analysis, Benefits Administration, Brokers, Business Analysis, Business Process..., Call Centers, Claim Investigation, Credit, Customer Service, Disability Insurance, Employee Benefits, Enterprise Risk..., Executive Management, Financial Risk, Fraud, Financial Services, Health Insurance, Loans, Management, Mortgage Lending, Negotiation, Policy, Process Improvement, Property, Property Damage, Relationship Management, Sales, Team Building, Training, Underwriting, Life Insurance, Professional Liability, Reinsurance, Requirements Gathering, Risk Assessment, Term Life Insurance
Education
Florida State College at Jacksonville 2015 — 2018
Bachelor of Applied Science (B.A.Sc.), Finance, General
Business School 1987 — 1989
Associates, Business Management
Bank of America Merrill Lynch December 1997 - Present
Bank of America Merrill Lynch September 2012 - July 2015
Merrill Edge January 2005 - September 2012
Merrill Lynch January 2000 - January 2005
Merrill Lynch December 1997 - January 2000
Education
Florida State University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Bank of America July 2012 - Present
Bank of America Merrill Lynch November 2009 - July 2012
Skills
Risk Management, Credit Analysis, Financial Institutions, Credit Risk, Banking, Financial Analysis, Financial Risk, Portfolio Management, Credit, Capital Markets, Financial Modeling, Derivatives, Loans, Commercial Banking, Financial Services, Investments, Microsoft Office
Education
Pace University - Lubin School of Business 2015 — 2016
Master of Science (M.S.), Finance
Florida International University - College of Business 2008 — 2010
Accounting
Bank of America Merrill Lynch July 2003 - Present
Education
Florida State University 2001 — 2003
BS, Political Science
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Bank of America Merrill Lynch February 2005 - Present
Credit Suisse First Boston 2000 - 2005
Schroders 1993 - 2000
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Indiana University Bloomington 1979 — 1983
B.S., Actuarial Science
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch January 2010 - December 2014
Merrill Lynch July 2007 - December 2009
Florida State University 2006 - 2007
Skills
C++, Business Analysis, C#, SDLC, Python, Java, SQL, Trading Systems, Fixed Income, Equities, Microsoft SQL Server, .NET
Education
Florida State University 2006 — 2007
MS, Computer Science
Citi April 2012 - Present
Bank of America- Merrill Lynch April 2010 - April 2012
Merrill Lynch July 2007 - April 2010
Jacksonville Sheriff's Office October 2005 - July 2007
Merrill Lynch May 2004 - October 2005
Skills
Six Sigma, Data Analysis, Business Requirements, Project Management, Account Reconciliation, Statistics, Series 7, Mutual Funds, Risk Management, Wealth Management, Relationship Management, Process Improvement, Test Management, Quality Center, Series 24
Education
Florida State University - College of Business 2005 — 2007
MBA, General Business
University of North Florida - College of Business Administration 2000 — 2004
BBA, Banking and Finance- Corporate Finance
Paxon School For Advanced Studies 1996 — 2000
International Baccalaureate
Citi March 2013 - Present
Bank of America Merrill Lynch May 2010 - March 2013
Bank of America Merrill Lynch April 2009 - May 2010
Merrill Lynch November 2008 - April 2009
Merrill Lynch February 2007 - November 2008
Merrill Lynch February 2007 - November 2008
Merrill Lynch September 2005 - February 2007
Merrill Lynch January 2002 - September 2005
Merrill Lynch October 1998 - January 2002
Credit Lyonnais December 1997 - October 1998
Skills
Fixed Income, Finance, Capital Markets, Derivatives, Bloomberg, Securities, Business Analysis, Alternative Investments, Financial Modeling, Financial Analysis, Bonds, Financial Services, Investment Banking, Credit Derivatives, Financial Reporting, Trading, Project Management, Project Coordination, Structured Products, Banking, Financial Markets, Bloomberg Terminal, Valuation, Options, Middle Office, Project Delivery, Project Planning, Product Control, Sungard GMI, Subledger Accounting, Oracle General Ledger, General Ledger, Price Testing, BRDs, FRD, Data Modeling, Logical Data Modeling, Physical Data Modeling
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance & Management, 3.9
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BA, Accounting, Undergraduate College
Francis Lewis High School 1989 — 1992
High School, 10-12
Ryan Junior HS 1987 — 1989
Junior High School, 7-9
PS 26 1980 — 1987
Elementary, K-6
Bank of America Merrill Lynch February 2014 - Present
Bank of America June 2009 - Present
Grovenor House Condominium May 2008 - July 2009
Calusa Country Club March 2006 - May 2008
Skills
Banking, Cash Management, Treasury Management, Relationship Management, Finance, Strategic Financial..., Trade Finance, New Business Development, Sales, Financial Analysis, Portfolio Management, Corporate Finance, Commercial Banking, Investments, Payments, Strategic Planning, Business Development, Risk Management, Credit Analysis, Cross-functional Team..., Management, Credit Risk, Credit, Commercial Lending, Strategy, Financial Services, Marketing
Education
Florida International University 2005 — 2007
Bachelors, Finance, Business Administration
Florida International University
Bachelor of Arts (B.A.), Finance, General
Bank of America Merrill Lynch May 2015 - Present
Consulting firm October 2014 - May 2015
Wells Fargo Securities August 2008 - September 2014
Wachovia Securities January 2007 - July 2008
Wachovia Securities September 2005 - December 2006
University of California, Santa Barbara 2002 - 2005
Skills
Quantitative Finance, Quantitative Analytics, Options, Market Risk, FX Options, Derivatives, VBA, Numerical Analysis, Monte Carlo Simulation, Commodity, Matlab, Quantitative Investing, Stochastic Calculus, Trading, Valuation, Time Series Analysis, Fortran, Commodity Markets, Financial Risk, Risk Management, C, Interest Rate..., Optimization, Rates, Trading Systems, Portfolio Management, Volatility, Equity Derivatives, Java, Data Analysis, Fixed Income, Asset Management, Computational..., High Performance..., Counterparty Risk, Financial Markets, Numerical Methods, C++, R, Factor investing, Pricing models, Multi-Asset investment..., Risk budgeting
Education
Florida State University
PhD, Applied Mathematics
Université Paris Sud (Paris XI) 1994 — 1995
DEA, Numerical Analysis
Universitatea din Craiova 1990 — 1994
MSc, Mathematics
Bank of America Merrill Lynch August 2005 - Present
Skills
C++, Java, Electronic Trading, Japanese, Exchange Connectivity, Low Latency, Prime Brokerage, Equity Derivatives, Investment Banking, Agile Methodologies, Bond Markets, Lean Software..., Trading Strategies, Futures Trading, Bond Pricing, Options Strategies, Scrum, Grid Computing, Software Design Patterns, SQL, iOS development, Interest Rate Swaps, Python, Linux, Solaris, Kanban, Perl, Sybase, Six Sigma, MVC Architecture, N-tier, Fixed Income, KDB, Interest Rate..., Credit Derivatives, Reference Data, Market Data, Front Office Trading...
Education
Florida State University 2000 — 2004
BS, Computer Science
Fortegra June 2015 - Present
Fortegra June 2013 - June 2015
Merrill Lynch May 2011 - May 2013
North Florida Referees' Association September 2009 - April 2012
Bank of America Merrill Lynch January 2011 - May 2011
Gerald's Restaurant in Wyndhurst May 2010 - August 2010
Blue Ridge Soccer Officials September 2003 - June 2010
S&K Famous Brands Menswear June 2009 - August 2009
Skills
Access, Data Analysis, Financial Analysis, Finance, Teamwork, Critical Thinking, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Modeling, Facebook, Outlook, Actuarial Science, Property & Casualty..., Payment Protection...
Education
Florida State University 2009 — 2012
Dual Bachelor's of Science degrees, Finance and Applied Economics, GPA 3.96 out of 4.00
Bank of America Merrill Lynch 1986 - Present
Barnett Leasing Company 1986 - 1997
Education
Florida State University 1973 — 1977
BS, Finance
Cassedy and Company October 1993 - Present
Bank of America Merrill Lynch March 1978 - March 1993
Skills
Retirement Planning, Strategic Planning, Small Business, New Business Development, Investments, Entrepreneurship, Insurance, Strategic Financial..., Real Estate, Loans, Public Speaking, Fundraising, Team Building, Estate Planning, Investment Properties, Budgets, Banking, Leadership Development, Sales Management, Fixed Annuities, Mutual Funds, Business Planning, Executive Management, Finance, Portfolio Management, Wealth Management, Investment Advisory, Long-term Care, Series 7, Life Insurance, Asset Allocation, Investment Management, Series 63, Training
Education
Florida State University - College of Business 1976 — 1977
MBA, Finance/Management/Economics
Sewanee-The University of the South 1972 — 1976
Economics
Bank of America Merrill Lynch December 2008 - Present
Wells Fargo December 2007 - December 2008
Helms Mulliss & Wicker, PLLC December 2005 - December 2007
Florida Department of Health June 2003 - May 2005
Skills
Risk Management, Treasury Services, Banking, Commercial Banking, Operational Risk, Treasury Management, Contract Negotiation, Commercial Lending, Financial Services, Relationship Management, Cash Management, Credit, Financial Risk
Education
Florida State University College of Law 2000 — 2003
Doctor of Law (J.D.)
University of Maryland College Park 1992 — 1995
Bachelor of Science (B.S.), Education
Bank of America - Merrill Lynch June 2012 - Present
Capstone Investment Advisors January 2008 - August 2011
CIBC World Markets April 2007 - January 2008
Nomura Securities International Inc. May 1997 - April 2007
Nomura Securities International Inc December 1995 - May 1997
PaineWebber Inc. January 1992 - December 1995
Skills
Options, Tenders, Equities, Arbitrage, Special Situations, Risk Arbitrage
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
Lehigh University 1987 — 1991
Bachelor of Science, Accounting
Bank of America Merrill Lynch July 2010 - Present
NYSE Euronext October 2008 - July 2010
Financial Industry Regulatory Authority March 2005 - October 2008
Education
Florida State University
Bachelor of Science (BS), Criminology
Georgetown University Law Center
Master of Laws (LL.M.), Securities and Financial Regulation
Seton Hall University School of Law
Doctor of Law (J.D.)
Bank of America Merrill Lynch April 2015 - Present
Bank of America December 2012 - Present
Bank of America January 2003 - Present
Bank of America April 2011 - December 2012
Bank of America July 2010 - March 2011
Bank of America August 2008 - June 2010
Bank of America December 2007 - July 2008
Bank of America March 2007 - December 2007
Bank of America January 2006 - February 2007
Bank of America July 2004 - December 2005
Skills
Six Sigma, Project Management, Risk Management, Product Development, Telephony, Internal Audit, Vendor Management, Workplace Organization, Credit Cards, IT Governance, Transition Management, Divestitures, International Business, Insurance, Life Insurance, Wealth Management, Retirement Benefits, Process Improvement, Finance, Program Management, Portfolio Management, New Business Development, Privacy Protection, Information Security, Strategic Planning
Education
Florida State University 1995 — 1998
Bachelor of Science (B.S.), Finance and Multinational Business, 3.2
American Century Investments March 2015 - Present
Bank of America Merrill Lynch January 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - July 2013
vFinance May 2012 - December 2012
Miami Dade Office of the State Attorney June 2011 - August 2011
Family Tire Distributors. May 2009 - August 2010
Skills
Finance, Investments, Financial Analysis, Corporate Finance, Securities, Sales, Capital Markets, Series 7, Microsoft Excel, Financial Accounting, PowerPoint, Wealth Management, Analysis, Microsoft Office, Series 63, Financial Modeling, Social Media, Regression Anlysis, Microsoft Access..., Mergers & Acquisitions, Financial Reporting
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (MS), Financial Management
Florida State University - College of Business 2008 — 2012
Bachelors Degree, Finance
Bank of America Merrill Lynch March 1996 - Present
Skills
Credit Analysis, Loans, Leadership, Financial Analysis, Risk Management, Credit, Portfolio Management, Mortgage Lending, Banking, Underwriting, Credit Risk, Mortgage Banking, Residential Mortgages, Loan Origination, Financial Services
Education
Florida State University 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Bank of America Merrill Lynch August 2011 - Present
JPMorgan Chase January 2008 - July 2011
Wachovia Bank June 2006 - December 2008
Skills
Financial Statement..., New Business Development, Relationship Management, Networking, Strategy Implementation, Commercial Banking, Finance, Financial Analysis, Banking, Credit, Real Estate, Business Development
Education
Florida State University 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Unilever September 2013 - Present
OSK NUSADANA July 2012 - August 2012
Bank of America Merrill Lynch June 2012 - June 2012
180 Degrees Consulting November 2011 - June 2012
Foothill College March 2010 - July 2011
Skills
Microsoft Excel, Public Speaking, Critical Thinking, PowerPoint, Microsoft Office, Research
Education
Indiana University - Kelley School of Business 2011 — 2013
BS, Finance and Operations Management, 3.88
Foothill College 2009 — 2011
BA, Business Administration, 3.73
Florida Career College May 2012 - August 2012
Bank of America Merrill Lynch August 2010 - April 2012
Citi January 2008 - May 2009
Education
Florida State College at Jacksonville 2007 — 2009
Associate of Arts (A.A.), 3.54
Wells Fargo June 2013 - Present
Bank of America Merrill Lynch August 1988 - June 2012
Skills
Banking, Loans, Credit, Relationship Management, Investments, Financial Services, Mortgage Lending, Finance, Cash Management, Credit Cards, Management, Commercial Lending, Commercial Banking, Wealth, Securities, Leadership, NASD Series 7 Licensed, NASD Series 6 Licensed, NASD Series 63 Licensed, NASD Series 26 Licensed, Resident Agent-Life..., Resident Agent-Variable...
Education
Florida Community College at Jacksonville
Associate of Arts (AA)
Bank of America Merrill Lynch February 2008 - Present
BBVA Compass November 2005 - January 2008
Regions Bank September 2004 - November 2005
Skills
Series 7, Series 63, Life, Health & Variable...
Education
Florida State University 1991 — 1995
BS, Psychology
Bank of America June 2011 - Present
Bank of America 2011 - Present
Bank of America Merrill Lynch January 2009 - June 2011
Merrill Lynch May 2001 - January 2009
Skills
Regulatory Compliance, Compliance Management, Economic Sanctions, Monitoring and Testing, Global Market Operations, Quality Assurance, Exam Management
Education
Florida State University 1998 — 2001
Bachelor of Science (BS), Finance, General