Bank of America Merrill Lynch
Description
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Employee
Years
Job
Industry
Mark Trotta Mark Trotta's Bank of America Merrill Lynch Experience March 2015 - October 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - October 2015
Merrill Edge August 2011 - January 2015
Chase Investment Services Corp. December 2006 - July 2011
JPMorgan Chase December 2006 - April 2010
Skills
Finance, Financial Services, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Life Insurance, Long Term Care Insurance, Financial Planning
Education
Gateway Community College 2004 — 2005
General Studies
Bank of America Merrill Lynch March 2015 - October 2015
Merrill Edge August 2011 - January 2015
Chase Investment Services Corp. December 2006 - July 2011
JPMorgan Chase December 2006 - April 2010
Skills
Finance, Financial Services, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Life Insurance, Long Term Care Insurance, Financial Planning
Education
Gateway Community College 2004 — 2005
General Studies
Qingwei(Ray) Hu Qingwei(Ray) Hu's Bank of America Merrill Lynch Experience July 2013 - February 2014
Job MBA Candidate at University of North Carolina at Chapel Hill
Industry Consumer Goods
Experience
Traveler Enterprise inc. May 2014 - March 2015
Bank of America Merrill Lynch July 2013 - February 2014
Bank of America November 2012 - June 2013
Bank of America December 2011 - October 2012
Z Gallerie February 2008 - February 2009
Skills
Banking, Management, Microsoft Excel, Credit, Loans, Brand Management, Mortgage Lending, Marketing Strategy, Credit Analysis, Product Marketing, Photoshop, Video Editing, Online Marketing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Marketing/Brand Management
George Mason University 2009 — 2012
Bachelor's Degree, Marketing
Traveler Enterprise inc. May 2014 - March 2015
Bank of America Merrill Lynch July 2013 - February 2014
Bank of America November 2012 - June 2013
Bank of America December 2011 - October 2012
Z Gallerie February 2008 - February 2009
Skills
Banking, Management, Microsoft Excel, Credit, Loans, Brand Management, Mortgage Lending, Marketing Strategy, Credit Analysis, Product Marketing, Photoshop, Video Editing, Online Marketing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Marketing/Brand Management
George Mason University 2009 — 2012
Bachelor's Degree, Marketing
Anas Sohail Anas Sohail's Bank of America Merrill Lynch Experience July 2015 - Present
Job Vice President, Global Treasury Sales Officer
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of the West (BNP Paribas Group) August 2014 - July 2015
Citi July 2012 - August 2014
Citi July 2009 - June 2012
IBM May 2008 - May 2009
Skills
Financial Modeling, Valuation, Bloomberg, Investments, Product Marketing, Market Research, Product Management, Finance, Banking, Corporate Finance, Portfolio Management, Financial Analysis, Financial Services, Investment Strategies, Hedge Funds
Education
Fordham University 2005 — 2009
Bachelors, Finance & Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of the West (BNP Paribas Group) August 2014 - July 2015
Citi July 2012 - August 2014
Citi July 2009 - June 2012
IBM May 2008 - May 2009
Skills
Financial Modeling, Valuation, Bloomberg, Investments, Product Marketing, Market Research, Product Management, Finance, Banking, Corporate Finance, Portfolio Management, Financial Analysis, Financial Services, Investment Strategies, Hedge Funds
Education
Fordham University 2005 — 2009
Bachelors, Finance & Economics
Vincent Luongo Vincent Luongo's Bank of America Merrill Lynch Experience 1990 - Present
Job Senior Managing Director
Industry Financial Services
Experience
Bank of America Merrill Lynch 1990 - Present
Government Properties Realty Trust 2009 - 2014
Andersen Consulting 1984 - 1989
Skills
Real Estate, Financial Structuring, Asset Managment, Cross-border M&A, Investment Properties, Private Equity, Investments, Leases, Real Estate Economics, Disposition, Banking, Real Estate Financing, Alternative Investments
Education
Fordham University
BS with honors, Applied Mathmatics/Economics
New York University
MBA with distinction, Accounting/Finance
Bank of America Merrill Lynch 1990 - Present
Government Properties Realty Trust 2009 - 2014
Andersen Consulting 1984 - 1989
Skills
Real Estate, Financial Structuring, Asset Managment, Cross-border M&A, Investment Properties, Private Equity, Investments, Leases, Real Estate Economics, Disposition, Banking, Real Estate Financing, Alternative Investments
Education
Fordham University
BS with honors, Applied Mathmatics/Economics
New York University
MBA with distinction, Accounting/Finance
Marina Wellisch's Bank of America Merrill Lynch Experience June 2015 - Present
Job Client Associate
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
LA CABALLERIZA February 2014 - June 2015
Unilever January 2013 - January 2014
Clariant January 2012 - January 2013
McCann Worldgroup January 2008 - November 2009
Education
Fundação Armando Alvares Penteado 2010 — 2013
Marketing, Publicidade e Propaganda
Bank of America Merrill Lynch June 2015 - Present
LA CABALLERIZA February 2014 - June 2015
Unilever January 2013 - January 2014
Clariant January 2012 - January 2013
McCann Worldgroup January 2008 - November 2009
Education
Fundação Armando Alvares Penteado 2010 — 2013
Marketing, Publicidade e Propaganda
Michael Gergits Michael Gergits's Bank of America Merrill Lynch Experience September 2013 - Present
Job Global Treasury Sales at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch August 2012 - September 2013
MZ Group April 2011 - February 2012
Ipreo October 2007 - March 2010
Ipreo March 2006 - October 2007
Richard Connor Riley & Assoc May 2005 - March 2006
Port Ministries January 2002 - August 2002
Richard Connor Riley & Assoc. December 1999 - January 2002
Studio Productions, Inc. May 1998 - December 1998
Delta Airlines August 1997 - January 1998
Skills
Customer Relations, Customer Service, Investor Relations, Customer Loyalty, Customer Retention, CRM software, Staff Training, Client Services, Product Development, Inside Sales, Sales Process, Sales Support, Corporate Finance, Corporate Communications, Research, Market Research, Qualitative Research, Internet Research, Land Acquisition, Real Estate Negotiation, Zoning, Program Management, Staff Management, Staff Supervision, Account Management, Management, CRM, Online Research, Financial Services, Leadership, Sales Operations, Real Estate Transactions, Product Management, Analysis, Financial Analysis, Mergers & Acquisitions
Education
Franciscan University of Steubenville 2002 — 2005
BA, Communications
Franciscan University of Gaming, Gaming, Austria 2003 — 2003
Study Abroad Program
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch August 2012 - September 2013
MZ Group April 2011 - February 2012
Ipreo October 2007 - March 2010
Ipreo March 2006 - October 2007
Richard Connor Riley & Assoc May 2005 - March 2006
Port Ministries January 2002 - August 2002
Richard Connor Riley & Assoc. December 1999 - January 2002
Studio Productions, Inc. May 1998 - December 1998
Delta Airlines August 1997 - January 1998
Skills
Customer Relations, Customer Service, Investor Relations, Customer Loyalty, Customer Retention, CRM software, Staff Training, Client Services, Product Development, Inside Sales, Sales Process, Sales Support, Corporate Finance, Corporate Communications, Research, Market Research, Qualitative Research, Internet Research, Land Acquisition, Real Estate Negotiation, Zoning, Program Management, Staff Management, Staff Supervision, Account Management, Management, CRM, Online Research, Financial Services, Leadership, Sales Operations, Real Estate Transactions, Product Management, Analysis, Financial Analysis, Mergers & Acquisitions
Education
Franciscan University of Steubenville 2002 — 2005
BA, Communications
Franciscan University of Gaming, Gaming, Austria 2003 — 2003
Study Abroad Program
Dan Gardella Dan Gardella's Bank of America Merrill Lynch Experience December 2009 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch Europe PLC July 1995 - December 2009
Skills
Wealth Management, Securities Market, Financial Services, Private Banking, Securities, FINRA, Risk Management, Wealth Management..., Securities Regulation, AML, KYC, Hedge Funds, Equities, USA PATRIOT Act, Financial Institutions, Financial Risk, Operational Risk..., Financial Regulation, Series 24, Series 7, Capital Markets, Structured Products, Fixed Income, Derivatives, Operational Risk, Alternative Investments, Series 63, Prime Brokerage, Investment Banking, Investment Advisory, Structured Finance, Private Equity, Mutual Funds, Asset Management, Corporate Governance, Due Diligence, Financial Markets, Financial Structuring, Credit Derivatives, Investments, Options, Bloomberg, Portfolio Management, Electronic Trading, Emerging Markets, Equity Trading, Corporate Finance, FX Options, Asset Allocation, Banking
Education
Fordham Law School 1985 — 1988
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch Europe PLC July 1995 - December 2009
Skills
Wealth Management, Securities Market, Financial Services, Private Banking, Securities, FINRA, Risk Management, Wealth Management..., Securities Regulation, AML, KYC, Hedge Funds, Equities, USA PATRIOT Act, Financial Institutions, Financial Risk, Operational Risk..., Financial Regulation, Series 24, Series 7, Capital Markets, Structured Products, Fixed Income, Derivatives, Operational Risk, Alternative Investments, Series 63, Prime Brokerage, Investment Banking, Investment Advisory, Structured Finance, Private Equity, Mutual Funds, Asset Management, Corporate Governance, Due Diligence, Financial Markets, Financial Structuring, Credit Derivatives, Investments, Options, Bloomberg, Portfolio Management, Electronic Trading, Emerging Markets, Equity Trading, Corporate Finance, FX Options, Asset Allocation, Banking
Education
Fordham Law School 1985 — 1988
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Christopher Krolak Christopher Krolak's Bank of America Merrill Lynch Experience August 2015 - Present
Job Marketing Specialist Impact Investing at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
University of North Carolina at Chapel Hill August 2014 - May 2015
Network for Teaching Entrepreneurship June 2014 - August 2014
University of North Carolina at Chapel Hill August 2013 - May 2014
Skills
Research, Social Media Strategist, Social Media Marketing, Critical Thinking, Event Planning, Time Management, Volunteering, Political Science, Pets, Highly detail oriented, PowerPoint, Impact Investing, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree, Majors: Global Studies, Political Science Minors: Hispanic Studies, Public Relations
George Mason University 2014 — 2014
Institute on Economics and International Studies
Universidad San Francisco de Quito 2013 — 2013
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
University of North Carolina at Chapel Hill August 2014 - May 2015
Network for Teaching Entrepreneurship June 2014 - August 2014
University of North Carolina at Chapel Hill August 2013 - May 2014
Skills
Research, Social Media Strategist, Social Media Marketing, Critical Thinking, Event Planning, Time Management, Volunteering, Political Science, Pets, Highly detail oriented, PowerPoint, Impact Investing, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree, Majors: Global Studies, Political Science Minors: Hispanic Studies, Public Relations
George Mason University 2014 — 2014
Institute on Economics and International Studies
Universidad San Francisco de Quito 2013 — 2013
Santiago Gomez Lavin Santiago Gomez Lavin's Bank of America Merrill Lynch Experience February 2008 - August 2010
Job Software Engineer at Madison Reed
Industry Computer Software
Experience
Madison Reed February 2014 - Present
Altia Salud April 2014 - May 2015
General Assembly September 2013 - December 2013
Memsys Clearwater June 2011 - January 2012
Bank of America Merrill Lynch February 2008 - August 2010
Grupo Frabel August 2007 - February 2008
Ledvision September 2006 - June 2007
Skills
Node.js, JavaScript, AngularJS, Express.js, Ruby on Rails, Ruby, MongoDB, Redis, Git, Github, MySQL, PostgreSQL, HTML 5, Jade, Stylus, CSS3, jQuery, Solar Energy, Renewable Energy, Wind, Energy Efficiency, Photovoltaics, Product Management, Product Development, User Experience Design
Education
General Assembly 2013 — 2013
Web Development Immersive
Universität Kassel 2011 — 2011
Masters in Science, Renewable Energy, Hybrid Systems Specialization
Loughborough University 2010 — 2010
Masters in Science, Renewable Energy
Instituto Tecnológico Autónomo de México 2002 — 2007
Bachelor of Science, Computer Engineering
Instituto Tecnológico Autónomo de México 2002 — 2007
Bachelor of Science, Telematics Engineering
University of Technology, Sydney 2005 — 2005
Study Abroad Semester
Madison Reed February 2014 - Present
Altia Salud April 2014 - May 2015
General Assembly September 2013 - December 2013
Memsys Clearwater June 2011 - January 2012
Bank of America Merrill Lynch February 2008 - August 2010
Grupo Frabel August 2007 - February 2008
Ledvision September 2006 - June 2007
Skills
Node.js, JavaScript, AngularJS, Express.js, Ruby on Rails, Ruby, MongoDB, Redis, Git, Github, MySQL, PostgreSQL, HTML 5, Jade, Stylus, CSS3, jQuery, Solar Energy, Renewable Energy, Wind, Energy Efficiency, Photovoltaics, Product Management, Product Development, User Experience Design
Education
General Assembly 2013 — 2013
Web Development Immersive
Universität Kassel 2011 — 2011
Masters in Science, Renewable Energy, Hybrid Systems Specialization
Loughborough University 2010 — 2010
Masters in Science, Renewable Energy
Instituto Tecnológico Autónomo de México 2002 — 2007
Bachelor of Science, Computer Engineering
Instituto Tecnológico Autónomo de México 2002 — 2007
Bachelor of Science, Telematics Engineering
University of Technology, Sydney 2005 — 2005
Study Abroad Semester
Janine Durbin Janine Durbin's Bank of America Merrill Lynch Experience July 2013 - Present
Job Director Working Capital Advisor at Bank of America
Industry Telecommunications
Experience
Bank of America Merrill Lynch July 2013 - Present
Motorola Mobility Inc. October 2011 - November 2012
Motorola Mobility Inc. August 2010 - November 2012
Motorola Inc June 2008 - August 2010
Motorola Inc. November 2003 - June 2008
Motorola Inc. November 1999 - November 2003
ABN AMRO Bank N.V. January 1996 - December 1998
Norwest Bank (now Wells Fargo) November 1993 - December 1995
Skills
Treasury, Investment Banking, Six Sigma, Insurance, Valuation, Cash Flow Forecasting, Financial Modeling, Corporate Finance, Portfolio Management, Strategy, M&A experience, Relationship Management, Credit, Trade Finance, Asset-backed..., Capital Markets, MBA, Cash Management, Credit Risk, Cross-functional Team..., Analysis, Finance, Sarbanes-Oxley Act, Banking, Credit Analysis, Investments, Due Diligence
Education
The University of Chicago Booth School of Business 1996 — 1999
M.B.A., Finance and Strategy
University of Southern California 1991 — 1993
M.A., International Relations (Latin American regional focus)
Tufts University 1987 — 1991
B.A., Economics and International Relations
Fundacao Getulio Vargas / FGV
Universidad Nacional Autónoma de México
Universidad de Costa Rica
Bank of America Merrill Lynch July 2013 - Present
Motorola Mobility Inc. October 2011 - November 2012
Motorola Mobility Inc. August 2010 - November 2012
Motorola Inc June 2008 - August 2010
Motorola Inc. November 2003 - June 2008
Motorola Inc. November 1999 - November 2003
ABN AMRO Bank N.V. January 1996 - December 1998
Norwest Bank (now Wells Fargo) November 1993 - December 1995
Skills
Treasury, Investment Banking, Six Sigma, Insurance, Valuation, Cash Flow Forecasting, Financial Modeling, Corporate Finance, Portfolio Management, Strategy, M&A experience, Relationship Management, Credit, Trade Finance, Asset-backed..., Capital Markets, MBA, Cash Management, Credit Risk, Cross-functional Team..., Analysis, Finance, Sarbanes-Oxley Act, Banking, Credit Analysis, Investments, Due Diligence
Education
The University of Chicago Booth School of Business 1996 — 1999
M.B.A., Finance and Strategy
University of Southern California 1991 — 1993
M.A., International Relations (Latin American regional focus)
Tufts University 1987 — 1991
B.A., Economics and International Relations
Fundacao Getulio Vargas / FGV
Universidad Nacional Autónoma de México
Universidad de Costa Rica
Bill Ravelo Bill Ravelo's Bank of America Merrill Lynch Experience March 2015 - Present
Job Associate Prime Brokerage Sales
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
US Army November 2013 - February 2015
US Army May 2012 - October 2013
US Army May 2011 - May 2012
7th Special Forces Group July 2008 - April 2011
RHQ, 75th Ranger Regiment August 2007 - July 2008
HHC, 3/75 RR May 2005 - August 2007
A Co 1/75 RR December 2003 - May 2005
A Co 2/504th PIR, 82nd Airborne Division December 1999 - December 2003
Skills
Army, Command, Special Operations, Combat, Counterinsurgency, Afghanistan, Force Protection, Operational Planning, Organizational..., Military Operations, Top Secret, Military Experience, Military, Security Clearance, Weapons, Military Training, National Security, DoD, Military Logistics, Interagency Coordination, Intelligence Analysis, Exercises, Tactics, Intelligence, Defense, Statistical Data..., Operations Management, Leadership, Lean Manufacturing, Training, Information Assurance, Security Operations, Emergency Management, COMSEC, Military Aviation, Active DoD Secret..., Instructor-led Training, Employee Training, Joint Military..., C4ISR, CBRN, Training Management, Readiness, Budget Process, UAV, Microsoft Office, Project Management, Counterterrorism, Program Management, Management
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Veterans Career Transition Program 2014 — 2015
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate of Completion, An Introduction to Operations Management, 89%
Yale University 2014 — 2014
Certificate of Completion, Financial Markets, 95%
Franklin University 2004 — 2013
Bachelor of Science (BS), Health/Health Care Administration/Management
Bank of America Merrill Lynch March 2015 - Present
US Army November 2013 - February 2015
US Army May 2012 - October 2013
US Army May 2011 - May 2012
7th Special Forces Group July 2008 - April 2011
RHQ, 75th Ranger Regiment August 2007 - July 2008
HHC, 3/75 RR May 2005 - August 2007
A Co 1/75 RR December 2003 - May 2005
A Co 2/504th PIR, 82nd Airborne Division December 1999 - December 2003
Skills
Army, Command, Special Operations, Combat, Counterinsurgency, Afghanistan, Force Protection, Operational Planning, Organizational..., Military Operations, Top Secret, Military Experience, Military, Security Clearance, Weapons, Military Training, National Security, DoD, Military Logistics, Interagency Coordination, Intelligence Analysis, Exercises, Tactics, Intelligence, Defense, Statistical Data..., Operations Management, Leadership, Lean Manufacturing, Training, Information Assurance, Security Operations, Emergency Management, COMSEC, Military Aviation, Active DoD Secret..., Instructor-led Training, Employee Training, Joint Military..., C4ISR, CBRN, Training Management, Readiness, Budget Process, UAV, Microsoft Office, Project Management, Counterterrorism, Program Management, Management
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Veterans Career Transition Program 2014 — 2015
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate of Completion, An Introduction to Operations Management, 89%
Yale University 2014 — 2014
Certificate of Completion, Financial Markets, 95%
Franklin University 2004 — 2013
Bachelor of Science (BS), Health/Health Care Administration/Management
Robert Massari Robert Massari's Bank of America Merrill Lynch Experience July 2005 - May 2014
Job Director Municipal Bond Trader at SumRidge Partners, LLC
Industry Financial Services
Experience
SumRidge Partners May 2014 - Present
Bank of America Merrill Lynch July 2005 - May 2014
Marsh & McLennan Companies, Inc. February 2004 - July 2005
Skills
Series 7, Fixed Income, Series 63, Capital Markets, Hedge Funds, Municipal Bond Trader, Bonds, Bloomberg, Trading, Series 53
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance and Marketing
Penn State University 1999 — 2003
Bachelor of Science (BS), Marketing and International Business
SumRidge Partners May 2014 - Present
Bank of America Merrill Lynch July 2005 - May 2014
Marsh & McLennan Companies, Inc. February 2004 - July 2005
Skills
Series 7, Fixed Income, Series 63, Capital Markets, Hedge Funds, Municipal Bond Trader, Bonds, Bloomberg, Trading, Series 53
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance and Marketing
Penn State University 1999 — 2003
Bachelor of Science (BS), Marketing and International Business
Dominick Guerriero Dominick Guerriero's Bank of America Merrill Lynch Experience May 2013 - Present
Job Director Structured Finance/Commercial Real Estate Originations at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch May 2013 - Present
Baltoro Capital Management/Declaration Management and Research February 2011 - April 2013
Bank of America Merrill Lynch - Global Commercial Real Estate April 2004 - January 2011
Cadwalader, Wickersham & Taft LLP 2000 - 2004
Fordham Law School 1997 - 2000
Skills
Real Estate Economics, Private Equity, CMBS, Asset Management, Structured Finance, Investments, Equities, Restructuring, Commercial Real Estate, Joint Ventures, Loans, Investment Properties, Investor Relations, Mortgage Lending, Due Diligence, Capital Markets, Portfolio Management, Venture Capital, Financial Modeling, Asset Managment, Mezzanine, Securities, Acquisitions, Legal, Team Leadership, Securitization, Alternative Investments, Real Estate Financing
Education
Fordham University School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Fordham University
Bachelor's degree, Philosophy
Bank of America Merrill Lynch May 2013 - Present
Baltoro Capital Management/Declaration Management and Research February 2011 - April 2013
Bank of America Merrill Lynch - Global Commercial Real Estate April 2004 - January 2011
Cadwalader, Wickersham & Taft LLP 2000 - 2004
Fordham Law School 1997 - 2000
Skills
Real Estate Economics, Private Equity, CMBS, Asset Management, Structured Finance, Investments, Equities, Restructuring, Commercial Real Estate, Joint Ventures, Loans, Investment Properties, Investor Relations, Mortgage Lending, Due Diligence, Capital Markets, Portfolio Management, Venture Capital, Financial Modeling, Asset Managment, Mezzanine, Securities, Acquisitions, Legal, Team Leadership, Securitization, Alternative Investments, Real Estate Financing
Education
Fordham University School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Fordham University
Bachelor's degree, Philosophy
Brandon Tapp Brandon Tapp's Bank of America Merrill Lynch Experience September 2010 - September 2014
Job National Retail Credit ExecutiveSenior Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
Bank of America Merrill Lynch September 2010 - September 2014
Bank of America Merrill Lynch October 2006 - September 2010
Regional Acceptance Corporation-Subsidiary of BB&T Bank February 2001 - October 2006
Bank of America Merrill Lynch 1996 - February 2001
Omni American Bank 1992 - 1996
Skills
Commercial Banking, Banking, Underwriting, Credit, Sales Management, Process Improvement, Consumer Lending, Strategic Planning, New Business Development, Small Business Lending, Retail Banking, Relationship Management, Portfolio Management, Leadership, Strategy, Management, Finance, Credit Analysis, Financial Services, Loans, Business Development, Commercial Lending, Sales, Start-ups, Credit Risk, Loan Origination, Mortgage Lending, Risk Management, Financial Analysis
Education
Furman University 2008 — 2010
Graduate School of Retail Bank Management, Banking and Finance
Texas Tech University - Rawls College of Business 1987 — 1992
BBA, Marketing
JPMorgan Chase & Co. September 2014 - Present
Bank of America Merrill Lynch September 2010 - September 2014
Bank of America Merrill Lynch October 2006 - September 2010
Regional Acceptance Corporation-Subsidiary of BB&T Bank February 2001 - October 2006
Bank of America Merrill Lynch 1996 - February 2001
Omni American Bank 1992 - 1996
Skills
Commercial Banking, Banking, Underwriting, Credit, Sales Management, Process Improvement, Consumer Lending, Strategic Planning, New Business Development, Small Business Lending, Retail Banking, Relationship Management, Portfolio Management, Leadership, Strategy, Management, Finance, Credit Analysis, Financial Services, Loans, Business Development, Commercial Lending, Sales, Start-ups, Credit Risk, Loan Origination, Mortgage Lending, Risk Management, Financial Analysis
Education
Furman University 2008 — 2010
Graduate School of Retail Bank Management, Banking and Finance
Texas Tech University - Rawls College of Business 1987 — 1992
BBA, Marketing
Charlie Dann Charlie Dann's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
The Georgetown Center for New Designs in Learning and Scholarship June 2010 - May 2013
Big Blue Capital Partners May 2012 - August 2012
National Inventors Hall of Fame June 2011 - August 2011
JumpStart Inc. May 2011 - June 2011
Young Democrats of America July 2007 - July 2009
Ohio House of Representatives June 2007 - August 2007
Ohio Political Campaigns November 2005 - January 2007
Skills
Research, Writing, Social Media, Public Speaking, Politics, Fundraising, Non-profits, Event Planning, Public Policy, Real Estate, Short Sales, Distress Properties, Higher Education Policy, PACER, Start-ups, Government, Residential Mortgages, Nonprofits, Policy Analysis, Political Campaigns, International Relations, Political Science, Strategic Communications, Community Development, Volunteer Management, Financial Analysis, Due Diligence, Microsoft Excel, PowerPoint, Finance
Education
Georgetown University 2010 — 2014
Government
Liberty High School
Bank of America Merrill lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
The Georgetown Center for New Designs in Learning and Scholarship June 2010 - May 2013
Big Blue Capital Partners May 2012 - August 2012
National Inventors Hall of Fame June 2011 - August 2011
JumpStart Inc. May 2011 - June 2011
Young Democrats of America July 2007 - July 2009
Ohio House of Representatives June 2007 - August 2007
Ohio Political Campaigns November 2005 - January 2007
Skills
Research, Writing, Social Media, Public Speaking, Politics, Fundraising, Non-profits, Event Planning, Public Policy, Real Estate, Short Sales, Distress Properties, Higher Education Policy, PACER, Start-ups, Government, Residential Mortgages, Nonprofits, Policy Analysis, Political Campaigns, International Relations, Political Science, Strategic Communications, Community Development, Volunteer Management, Financial Analysis, Due Diligence, Microsoft Excel, PowerPoint, Finance
Education
Georgetown University 2010 — 2014
Government
Liberty High School
Ryan Sinclair Ryan Sinclair's Bank of America Merrill Lynch Experience January 2015 - Present
Job Commodity Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch June 2011 - Present
J.P. Morgan May 2008 - May 2011
Education
Fordham University 2004 — 2008
Undergrad, Finance, Economics
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch June 2011 - Present
J.P. Morgan May 2008 - May 2011
Education
Fordham University 2004 — 2008
Undergrad, Finance, Economics
Ju Hyung (Eugene) Kim Ju Hyung (Eugene) Kim's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Global Wealth & Investment Management Intern at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2014 - August 2014
Citi May 2013 - June 2013
OPEN MINDS Circle September 2012 - February 2013
Collegiate StarLeague August 2012 - February 2013
FX Investments. Inc May 2011 - July 2011
Skills
Microsoft, Macintosh, Microsoft Office, FX trading, Market Analysis, Technical Analysis, Fundamental Analysis, Bookkeeping, Account Management, Translation, Korean, Chinese, Photoshop, Mac, Leadership, Public Speaking
Education
Gettysburg College 2012 — 2014
Bachelor of Arts (B.A.), Economics
Fullerton College 2008 — 2012
Associate of Arts (A.A.), Economics
Bank of America Merrill Lynch June 2014 - August 2014
Citi May 2013 - June 2013
OPEN MINDS Circle September 2012 - February 2013
Collegiate StarLeague August 2012 - February 2013
FX Investments. Inc May 2011 - July 2011
Skills
Microsoft, Macintosh, Microsoft Office, FX trading, Market Analysis, Technical Analysis, Fundamental Analysis, Bookkeeping, Account Management, Translation, Korean, Chinese, Photoshop, Mac, Leadership, Public Speaking
Education
Gettysburg College 2012 — 2014
Bachelor of Arts (B.A.), Economics
Fullerton College 2008 — 2012
Associate of Arts (A.A.), Economics
Christopher Leahy's Bank of America Merrill Lynch Experience July 2014 - Present
Job Sales Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Nomura June 2013 - August 2013
Cohen & Steers June 2012 - May 2013
UBS January 2012 - May 2012
Marcus & Millichap October 2011 - December 2011
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting & Finance
Centereach High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Nomura June 2013 - August 2013
Cohen & Steers June 2012 - May 2013
UBS January 2012 - May 2012
Marcus & Millichap October 2011 - December 2011
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting & Finance
Centereach High School 2006 — 2010
Ashley Bouchard's Bank of America Merrill Lynch Experience May 2015 - Present
Job AVP, International Treasury Bank of America Merrill Lynch Global Commercial Banking
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch August 2013 - May 2015
Bank of America Merrill Lynch January 2013 - August 2013
M&T Bank May 2006 - December 2011
Pioneer Savings Bank August 2001 - August 2005
Skills
Notary Public - NYS, FINRA Series 6, FINRA Series 63, MODx, Microsoft Office, Social Media, Hootsuite, CRM, Financial Analysis, Financial Reporting, Series 6, Series 63, Customer Service, Commercial Lending, Loans, Budgets, Small Business Lending, Credit
Education
SUNY Albany 2008 — 2011
MBA, Business
Fordham University 2002 — 2006
BA, Media Studies, Business
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch August 2013 - May 2015
Bank of America Merrill Lynch January 2013 - August 2013
M&T Bank May 2006 - December 2011
Pioneer Savings Bank August 2001 - August 2005
Skills
Notary Public - NYS, FINRA Series 6, FINRA Series 63, MODx, Microsoft Office, Social Media, Hootsuite, CRM, Financial Analysis, Financial Reporting, Series 6, Series 63, Customer Service, Commercial Lending, Loans, Budgets, Small Business Lending, Credit
Education
SUNY Albany 2008 — 2011
MBA, Business
Fordham University 2002 — 2006
BA, Media Studies, Business
Heather Stern Heather Stern's Bank of America Merrill Lynch Experience July 2012 - Present
Job Global Treasury at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - Present
Skills
Public Relations, Marketing, Marketing Strategy, Event Planning, Editing, Direct Marketing, Coaching, Web Design, Marketing Communications, SEO, Management, Public Speaking
Education
Franklin University 2006 — 2008
MBA
The Ohio State University 2002 — 2006
BA in Journalism
Bank of America Merrill Lynch July 2012 - Present
Skills
Public Relations, Marketing, Marketing Strategy, Event Planning, Editing, Direct Marketing, Coaching, Web Design, Marketing Communications, SEO, Management, Public Speaking
Education
Franklin University 2006 — 2008
MBA
The Ohio State University 2002 — 2006
BA in Journalism
Andre Akeem Simon Andre Akeem Simon's Bank of America Merrill Lynch Experience July 2014 - Present
Job Credit Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2014 - April 2015
CarMax January 2013 - July 2014
Bank of America Merrill Lynch June 2013 - August 2013
Clairfield International September 2012 - December 2012
Travelers May 2012 - August 2012
Fulton Financial Corporation September 2011 - May 2012
Travelers May 2011 - August 2011
Weil Gotshal and Manges June 2010 - August 2010
Skills
Sales, Public Speaking, Microsoft Office, Financial Services, Leadership, Banking, Credit, Underwriting, Critical Thinking, Business Strategy
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Cultural Anthropology
Universitat Autònoma de Barcelona 2012 — 2012
Study Abroad, International Business
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2014 - April 2015
CarMax January 2013 - July 2014
Bank of America Merrill Lynch June 2013 - August 2013
Clairfield International September 2012 - December 2012
Travelers May 2012 - August 2012
Fulton Financial Corporation September 2011 - May 2012
Travelers May 2011 - August 2011
Weil Gotshal and Manges June 2010 - August 2010
Skills
Sales, Public Speaking, Microsoft Office, Financial Services, Leadership, Banking, Credit, Underwriting, Critical Thinking, Business Strategy
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Cultural Anthropology
Universitat Autònoma de Barcelona 2012 — 2012
Study Abroad, International Business
Shargun Ganesh Shargun Ganesh's Bank of America Merrill Lynch Experience April 2014 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Capco January 2013 - April 2014
Marathon Asset Management October 2012 - December 2012
Marathon Asset Management July 2012 - August 2012
UBS January 2012 - May 2012
eClerx August 2008 - August 2011
Skills
Reporting & Analysis, Expense Management, Team Management, Re-engineering, Operational Excellence, Quality Management, Business Intelligence, New Business Development, Business Objects, Essbase, MS Office Suite, Change Management, Derivatives, Transition Management, Business Strategy, Consulting, Financial Analysis, Asset Management, Microsoft Office, CRM, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
University of Pune
Bachelors in Engineering, Computer Science
Bank of America Merrill Lynch April 2014 - Present
Capco January 2013 - April 2014
Marathon Asset Management October 2012 - December 2012
Marathon Asset Management July 2012 - August 2012
UBS January 2012 - May 2012
eClerx August 2008 - August 2011
Skills
Reporting & Analysis, Expense Management, Team Management, Re-engineering, Operational Excellence, Quality Management, Business Intelligence, New Business Development, Business Objects, Essbase, MS Office Suite, Change Management, Derivatives, Transition Management, Business Strategy, Consulting, Financial Analysis, Asset Management, Microsoft Office, CRM, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
University of Pune
Bachelors in Engineering, Computer Science
Qian Wang Ph.D. Qian Wang Ph.D.'s Bank of America Merrill Lynch Experience August 2015 - Present
Job Biotechnology Equity Research Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Deallus Consulting 2015 - 2015
Fudan University Alumni Association in the DC area May 2010 - December 2014
University of Maryland, College Park August 2008 - November 2014
University of Maryland College Park January 2008 - May 2014
Skills
Molecular Biology, Cell Culture, Molecular Cloning, Cell Biology, Bioinformatics, Western Blotting, Biochemistry, PCR, Confocal Microscopy, Fluorescence Microscopy, RT-PCR, Genetics, Immunofluorescence, Biotechnology, qPCR, DNA, Immunohistochemistry, RNAseq, Cell, ELISA, Flow Cytometry, In Vitro, In Vivo, Electron Microscopy, Histology, Life Science Strategy, Management Consulting, Biotechnology Industry, Pharmaceutical Industry, Clinical Trials
Education
University of Maryland College Park 2007 — 2014
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology
Fudan University 2003 — 2007
BS, Biotechnology
Hefei No.1 High School 2001 — 2003
High School Diploma
Bank of America Merrill Lynch August 2015 - Present
Deallus Consulting 2015 - 2015
Fudan University Alumni Association in the DC area May 2010 - December 2014
University of Maryland, College Park August 2008 - November 2014
University of Maryland College Park January 2008 - May 2014
Skills
Molecular Biology, Cell Culture, Molecular Cloning, Cell Biology, Bioinformatics, Western Blotting, Biochemistry, PCR, Confocal Microscopy, Fluorescence Microscopy, RT-PCR, Genetics, Immunofluorescence, Biotechnology, qPCR, DNA, Immunohistochemistry, RNAseq, Cell, ELISA, Flow Cytometry, In Vitro, In Vivo, Electron Microscopy, Histology, Life Science Strategy, Management Consulting, Biotechnology Industry, Pharmaceutical Industry, Clinical Trials
Education
University of Maryland College Park 2007 — 2014
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology
Fudan University 2003 — 2007
BS, Biotechnology
Hefei No.1 High School 2001 — 2003
High School Diploma
Samuelle Lazar's Bank of America Merrill Lynch Experience December 2013 - September 2014
Job Sales Analyst, Financial Markets at ING
Industry Financial Services
Experience
ING September 2014 - Present
Bank of America Merrill Lynch December 2013 - September 2014
UBS Investment Bank June 2013 - December 2013
NBC News September 2012 - May 2013
Marilyn MonBro May 2011 - May 2013
Lacrosse Playground 2010 - May 2013
Lacrosse Recruits May 2011 - August 2011
BroBible LLC August 2010 - May 2011
Conde Nast July 2010 - August 2010
Coed Media Group LLC 2010 - 2010
Skills
Social Media, Public Relations, Feature Writing, Blogging, Journalism, Creative Writing, Feature Articles, Editorial, Broadcast, Publicity
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Communications and Media Studies
ING September 2014 - Present
Bank of America Merrill Lynch December 2013 - September 2014
UBS Investment Bank June 2013 - December 2013
NBC News September 2012 - May 2013
Marilyn MonBro May 2011 - May 2013
Lacrosse Playground 2010 - May 2013
Lacrosse Recruits May 2011 - August 2011
BroBible LLC August 2010 - May 2011
Conde Nast July 2010 - August 2010
Coed Media Group LLC 2010 - 2010
Skills
Social Media, Public Relations, Feature Writing, Blogging, Journalism, Creative Writing, Feature Articles, Editorial, Broadcast, Publicity
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Communications and Media Studies
Andrew Herren Andrew Herren's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Consumer Insights Analyst at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman July 2014 - Present
Cornerstone Research August 2012 - July 2014
Georgetown University Department of Economics August 2011 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Frontier Strategy Group June 2010 - December 2010
Skills
SAS, VBA, Microsoft Excel, R, Large-scale Data..., SQL, Python, Data Visualization, Data Analysis
Education
Georgetown University 2008 — 2012
BA, Mathematics, Economics, Cum Laude
ZIS
Oliver Wyman July 2014 - Present
Cornerstone Research August 2012 - July 2014
Georgetown University Department of Economics August 2011 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Frontier Strategy Group June 2010 - December 2010
Skills
SAS, VBA, Microsoft Excel, R, Large-scale Data..., SQL, Python, Data Visualization, Data Analysis
Education
Georgetown University 2008 — 2012
BA, Mathematics, Economics, Cum Laude
ZIS
Natasha Rimba's Bank of America Merrill Lynch Experience October 2010 - June 2011
Job Tax Consultant at Deloitte
Industry
Experience
Deloitte October 2013 - Present
Deloitte Tax LLP 2013 - Present
Fordham University 2008 - 2013
Deloitte June 2012 - August 2012
UniCredit June 2011 - August 2012
Bank of America Merrill Lynch October 2010 - June 2011
Skills
Tax, International Tax, Corporate Tax, Financial Analysis, PowerPoint, Accounting, Financial Accounting, Microsoft Word, Financial Modeling
Education
Fordham University 2008 — 2013
Bachelor's degree, Accounting
Deloitte October 2013 - Present
Deloitte Tax LLP 2013 - Present
Fordham University 2008 - 2013
Deloitte June 2012 - August 2012
UniCredit June 2011 - August 2012
Bank of America Merrill Lynch October 2010 - June 2011
Skills
Tax, International Tax, Corporate Tax, Financial Analysis, PowerPoint, Accounting, Financial Accounting, Microsoft Word, Financial Modeling
Education
Fordham University 2008 — 2013
Bachelor's degree, Accounting
Anne Gilroy Anne Gilroy's Bank of America Merrill Lynch Experience January 2009 - April 2011
Job SVP, Service Delivery Management, Technology Infrastructure at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America April 2011 - April 2013
Bank of America Merrill Lynch January 2009 - April 2011
Merrill Lynch March 2006 - January 2009
Program Management Consultant - Financial Services 2001 - 2006
Outsourcing Institute 1997 - 2000
Skills
Risk Management, Change Management, Change Strategy &..., Program Management, ITIL, Transformation/Transitio..., IT Service Management, Strategic Communications, Team Building, Internal Consulting, Requirements Analysis, Service Delivery, Six Sigma, Business Analysis, Leading Diverse Teams, Governance, Strategy, Internal Audit, Management, IT Management, Project Portfolio..., Cross-functional Team..., Business Process, Integration, Project Management, Leadership, Process Improvement, Project Delivery, Business Strategy, Management Consulting, Product Management, Business Development
Education
Fordham University
Bachelor of Arts (BA)
Bank of America May 2013 - Present
Bank of America April 2011 - April 2013
Bank of America Merrill Lynch January 2009 - April 2011
Merrill Lynch March 2006 - January 2009
Program Management Consultant - Financial Services 2001 - 2006
Outsourcing Institute 1997 - 2000
Skills
Risk Management, Change Management, Change Strategy &..., Program Management, ITIL, Transformation/Transitio..., IT Service Management, Strategic Communications, Team Building, Internal Consulting, Requirements Analysis, Service Delivery, Six Sigma, Business Analysis, Leading Diverse Teams, Governance, Strategy, Internal Audit, Management, IT Management, Project Portfolio..., Cross-functional Team..., Business Process, Integration, Project Management, Leadership, Process Improvement, Project Delivery, Business Strategy, Management Consulting, Product Management, Business Development
Education
Fordham University
Bachelor of Arts (BA)
Alex Thalacker's Bank of America Merrill Lynch Experience June 2011 - June 2012
Job National Marketing Coordinator at Fairfax County Economic Development Authority
Industry Market Research
Experience
Fairfax County Economic Development Authority October 2013 - Present
Bank of America Merrill Lynch June 2011 - June 2012
Skills
Project Management, Marketing, Reporting & Analysis, Data Entry, Expense Reports, Economic Development, Public Policy, Salesforce.com, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Investment Banking, Filing, Cold Calling, Event Planning
Education
George Mason University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Fairfax County Economic Development Authority October 2013 - Present
Bank of America Merrill Lynch June 2011 - June 2012
Skills
Project Management, Marketing, Reporting & Analysis, Data Entry, Expense Reports, Economic Development, Public Policy, Salesforce.com, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Investment Banking, Filing, Cold Calling, Event Planning
Education
George Mason University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Meg (Calnon) Peavey Meg (Calnon) Peavey's Bank of America Merrill Lynch Experience February 2007 - Present
Job Vice President, Global Commercial Banking, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2007 - Present
SunTrust Bank June 2004 - February 2007
Skills
Finance, Commercial Banking, Cash Management, Financial Services, Working Capital..., Foreign Exchange, Analysis, Management, Hedging, Real Estate, Swaps, Credit, Loans, Banking, Commercial Lending, Business Development
Education
University of North Florida - College of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.)
Furman University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Bank of America Merrill Lynch February 2007 - Present
SunTrust Bank June 2004 - February 2007
Skills
Finance, Commercial Banking, Cash Management, Financial Services, Working Capital..., Foreign Exchange, Analysis, Management, Hedging, Real Estate, Swaps, Credit, Loans, Banking, Commercial Lending, Business Development
Education
University of North Florida - College of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.)
Furman University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
John Patrick Corbley John Patrick Corbley's Bank of America Merrill Lynch Experience July 2015 - Present
Job Product Manager Global Payments at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch May 2013 - July 2015
Fordham University January 2013 - May 2013
Md7 November 2009 - October 2010
US Army September 2002 - September 2010
First Financial and Real Estate Services March 2008 - November 2009
24 Hour Fitness March 2006 - September 2007
Skills
Sales, Sales Management, Team Building, Leadership, Military Transition, Veterans Benefits, Financial Analysis, Training, Risk Management, Management, Team-oriented, Operations Management, Microsoft Office, Customer Service, Strategic Planning, Project Management, Forecasting, Account Management, Recruiting, Finance, Team Leadership
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch May 2013 - July 2015
Fordham University January 2013 - May 2013
Md7 November 2009 - October 2010
US Army September 2002 - September 2010
First Financial and Real Estate Services March 2008 - November 2009
24 Hour Fitness March 2006 - September 2007
Skills
Sales, Sales Management, Team Building, Leadership, Military Transition, Veterans Benefits, Financial Analysis, Training, Risk Management, Management, Team-oriented, Operations Management, Microsoft Office, Customer Service, Strategic Planning, Project Management, Forecasting, Account Management, Recruiting, Finance, Team Leadership
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Celia Lee 李采蘋 Celia Lee 李采蘋's Bank of America Merrill Lynch Experience September 2010 - August 2012
Job International Project Director at GroundPonit. LLC
Industry International Trade and Development
Experience
GrounPoint. LLC 2012 - Present
Scottsdale Sister Cities Association December 2010 - Present
Bank of America Merrill Lynch September 2010 - August 2012
Bank of America July 2008 - August 2010
Bank of America July 2007 - July 2008
Bank of America April 2006 - January 2007
Bank of America October 2004 - April 2006
Skills
New Business Development, Bilingual Communications, Interpersonal..., Collaborative Problem..., International Project..., Business Acumen, International..., Customer Service, Sales, Series 7, Series 66, Loans, Wealth Management, Retirement Planning, Securities, Retail Banking, Language Services, Team Building, Adaptability, Creative Solutions, Investments, Strategic Planning, Commercial Lending, Business Development, Residential Mortgages, Business Strategy, Management Consulting, Team Leadership, Entrepreneurship, Mortgage Lending, 401k, Start-ups, Program Management, Management, Banking, Risk Management, Series 63, Strategic Financial..., Loan Origination, Business Relationship..., Corporate Finance, Mortgage Banking, Finance, Asset Managment, Financial Analysis, Private Equity, Portfolio Management, Wealth
Education
Fu Jen Catholic University
Bachelor of Science (B.S.), Major: Sociology, Minor: Applied English
GrounPoint. LLC 2012 - Present
Scottsdale Sister Cities Association December 2010 - Present
Bank of America Merrill Lynch September 2010 - August 2012
Bank of America July 2008 - August 2010
Bank of America July 2007 - July 2008
Bank of America April 2006 - January 2007
Bank of America October 2004 - April 2006
Skills
New Business Development, Bilingual Communications, Interpersonal..., Collaborative Problem..., International Project..., Business Acumen, International..., Customer Service, Sales, Series 7, Series 66, Loans, Wealth Management, Retirement Planning, Securities, Retail Banking, Language Services, Team Building, Adaptability, Creative Solutions, Investments, Strategic Planning, Commercial Lending, Business Development, Residential Mortgages, Business Strategy, Management Consulting, Team Leadership, Entrepreneurship, Mortgage Lending, 401k, Start-ups, Program Management, Management, Banking, Risk Management, Series 63, Strategic Financial..., Loan Origination, Business Relationship..., Corporate Finance, Mortgage Banking, Finance, Asset Managment, Financial Analysis, Private Equity, Portfolio Management, Wealth
Education
Fu Jen Catholic University
Bachelor of Science (B.S.), Major: Sociology, Minor: Applied English
Scott Rubin Scott Rubin's Bank of America Merrill Lynch Experience March 2013 - March 2015
Job Institutional Client Account Manager at JP Morgan
Industry Investment Management
Experience
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
ARTIO GLOBAL 2006 - 2012
Deutsche Bank 2000 - 2006
PwC 1998 - 2000
Skills
FINRA Series 7, 63, Fixed Income, International Equity, US Equity, Global Equity, Relationship Management, Consultant Relations, Mutual Funds, Equities, Finance, Due Diligence, Financial Analysis, Bloomberg, Asset Allocation, Financial Services, Equity Research, Institutional..., Investment Management, Series 63, Derivatives, Capital Markets, Portfolio Management, Investments, Investment Advisory, Alternative Investments, Securities, Asset Management, Hedge Funds, Series 7, CRM, Emerging Markets, Bonds, FINRA
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA)
SUNY Albany 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
ARTIO GLOBAL 2006 - 2012
Deutsche Bank 2000 - 2006
PwC 1998 - 2000
Skills
FINRA Series 7, 63, Fixed Income, International Equity, US Equity, Global Equity, Relationship Management, Consultant Relations, Mutual Funds, Equities, Finance, Due Diligence, Financial Analysis, Bloomberg, Asset Allocation, Financial Services, Equity Research, Institutional..., Investment Management, Series 63, Derivatives, Capital Markets, Portfolio Management, Investments, Investment Advisory, Alternative Investments, Securities, Asset Management, Hedge Funds, Series 7, CRM, Emerging Markets, Bonds, FINRA
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA)
SUNY Albany 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Dennis Albrecht's Bank of America Merrill Lynch Experience 2009 - Present
Job Chief Operating Officer at Merrill Lynch Commodities
Industry Oil & Energy
Experience
Bank of America Merrill Lynch 2009 - Present
Big Brothers Big Sisters Lone Star 2005 - Present
Merrill Lynch Commodities November 2004 - Present
Entergy Koch LP February 2001 - November 2004
Koch Industries 1997 - 1998
Skills
Risk Management, Trading, Commodity, Options, Commodity Markets, Financial Modeling, Derivatives, Natural Gas
Education
Fort Hays State University 1977 — 1981
Bachelors, Accounting - Finance
Bank of America Merrill Lynch 2009 - Present
Big Brothers Big Sisters Lone Star 2005 - Present
Merrill Lynch Commodities November 2004 - Present
Entergy Koch LP February 2001 - November 2004
Koch Industries 1997 - 1998
Skills
Risk Management, Trading, Commodity, Options, Commodity Markets, Financial Modeling, Derivatives, Natural Gas
Education
Fort Hays State University 1977 — 1981
Bachelors, Accounting - Finance
Shuhao (Eric) Chen Shuhao (Eric) Chen's Bank of America Merrill Lynch Experience January 2011 - July 2013
Job VP at JPMorgan, MBS Research
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Bank of America Merrill Lynch January 2011 - July 2013
Bank of New York Mellon ConvergEx May 2010 - August 2010
Eisai Inc June 2008 - August 2008
Skills
Time Series Analysis, R, Statistical Modeling, Quantitative Finance, VBA, SAS, Matlab, C++
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Ph.D., Statistics
Rutgers University-New Brunswick 2008 — 2010
Master, Financial Mathematics
Fudan University 2002 — 2006
Bachelor, Mathematics
Rihui Elementary School
J.P. Morgan July 2013 - Present
Bank of America Merrill Lynch January 2011 - July 2013
Bank of New York Mellon ConvergEx May 2010 - August 2010
Eisai Inc June 2008 - August 2008
Skills
Time Series Analysis, R, Statistical Modeling, Quantitative Finance, VBA, SAS, Matlab, C++
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Ph.D., Statistics
Rutgers University-New Brunswick 2008 — 2010
Master, Financial Mathematics
Fudan University 2002 — 2006
Bachelor, Mathematics
Rihui Elementary School
Tre' DePietro Tre' DePietro's Bank of America Merrill Lynch Experience April 2015 - Present
Job Vice President Cross Asset Derivative Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
BNP Paribas September 2011 - April 2015
Goldman Sachs June 2010 - August 2011
Merrill Lynch June 2008 - September 2009
Global Direct Equities May 2007 - September 2007
Skills
Derivatives, Commodity, Structured Products, Fixed Income, Sales, Equity Derivatives, Research, Equities, Trading, Microsoft Excel, Currency, Portfolio Management, Morningstar
Education
Fordham University 2006 — 2010
Bachelor of Science (BS)
Bank of America Merrill Lynch April 2015 - Present
BNP Paribas September 2011 - April 2015
Goldman Sachs June 2010 - August 2011
Merrill Lynch June 2008 - September 2009
Global Direct Equities May 2007 - September 2007
Skills
Derivatives, Commodity, Structured Products, Fixed Income, Sales, Equity Derivatives, Research, Equities, Trading, Microsoft Excel, Currency, Portfolio Management, Morningstar
Education
Fordham University 2006 — 2010
Bachelor of Science (BS)
Adriano Gomes, CFP Adriano Gomes, CFP's Bank of America Merrill Lynch Experience October 2013 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch October 2013 - Present
Itau-Unibanco Private Bank August 2010 - October 2013
Banco Santander June 2008 - August 2010
Citi August 2000 - June 2008
Unibanco 1998 - 2000
Skills
Private Banking, Financial Markets, Banking, Portfolio Management, Fixed Income, Capital Markets, Wealth Management, Derivatives, Investment Banking, Equities, Investments, Credit Risk, Credit, Corporate Finance, Structured Products, Asset Management, Commercial Banking, Retail Banking, Asset Allocation, Financial Risk, Emerging Markets, Foreign Exchange, Hedge Funds, Bonds, Mutual Funds, Certificates of Deposit
Education
Fundação Getulio Vargas 2001 — 2003
M.B.A., Finance
Bank of America Merrill Lynch October 2013 - Present
Itau-Unibanco Private Bank August 2010 - October 2013
Banco Santander June 2008 - August 2010
Citi August 2000 - June 2008
Unibanco 1998 - 2000
Skills
Private Banking, Financial Markets, Banking, Portfolio Management, Fixed Income, Capital Markets, Wealth Management, Derivatives, Investment Banking, Equities, Investments, Credit Risk, Credit, Corporate Finance, Structured Products, Asset Management, Commercial Banking, Retail Banking, Asset Allocation, Financial Risk, Emerging Markets, Foreign Exchange, Hedge Funds, Bonds, Mutual Funds, Certificates of Deposit
Education
Fundação Getulio Vargas 2001 — 2003
M.B.A., Finance
Jennifer Daly's Bank of America Merrill Lynch Experience March 2012 - October 2014
Job Chief Operating Officer at an Asset Manager
Industry
Experience
Asset Manager May 2015 - Present
Avenue Capital Group October 2014 - May 2015
Bank of America Merrill Lynch March 2012 - October 2014
Davis Polk & Wardwell LLP 2011 - 2012
King & Spalding 2004 - 2011
Hunton & Williams LLP 2002 - 2004
Skills
Capital Markets, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Equities, Due Diligence, Investments, Fixed Income, Securities, Portfolio Management, Investment Banking, Marketing, Derivatives
Education
Fordham University School of Law 1999 — 2002
Juris Doctor (J.D.)
Georgetown University 1995 — 1999
Bachelor's Degree, English Language and Literature/Letters
Asset Manager May 2015 - Present
Avenue Capital Group October 2014 - May 2015
Bank of America Merrill Lynch March 2012 - October 2014
Davis Polk & Wardwell LLP 2011 - 2012
King & Spalding 2004 - 2011
Hunton & Williams LLP 2002 - 2004
Skills
Capital Markets, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Equities, Due Diligence, Investments, Fixed Income, Securities, Portfolio Management, Investment Banking, Marketing, Derivatives
Education
Fordham University School of Law 1999 — 2002
Juris Doctor (J.D.)
Georgetown University 1995 — 1999
Bachelor's Degree, English Language and Literature/Letters
Yusuf Abdullah Yusuf Abdullah's Bank of America Merrill Lynch Experience October 2013 - November 2014
Job Business Development & Sales Professional
Industry Information Technology and Services
Experience
Sage June 2015 - Present
New York Life Insurance Company November 2014 - May 2015
Bank of America Merrill Lynch October 2013 - November 2014
Norwegian Cruise Line August 2006 - September 2013
Skills
Management Consulting, Strategic Planning, Change Management, Marketing Strategy, Microsoft Excel, Team Building, Customer Service, Sales Management, Microsoft Word, Project Management, Corporate Training, Business Strategy, Hospitality, Cold Calling, Social Networking, Recruiting, Human Resources, Advertising, Sales, Interviews, Account Management, Leadership, Time Management, Banking, Customer Satisfaction, Management, Finance, Financial Analysis, Marketing, Program Management, Permanent Life Insurance, Social Media, Financial Services, Analysis, Insurance, Investments, Public Speaking, Customer Retention, Small Business, Event Planning, Event Management
Education
Kaplan University 2014 — 2015
Life & Health Insurance and Annuities
Moseley Real Estate Schools 2013 — 2015
Real Estate Development
George Mason University
Communication, General
Sage June 2015 - Present
New York Life Insurance Company November 2014 - May 2015
Bank of America Merrill Lynch October 2013 - November 2014
Norwegian Cruise Line August 2006 - September 2013
Skills
Management Consulting, Strategic Planning, Change Management, Marketing Strategy, Microsoft Excel, Team Building, Customer Service, Sales Management, Microsoft Word, Project Management, Corporate Training, Business Strategy, Hospitality, Cold Calling, Social Networking, Recruiting, Human Resources, Advertising, Sales, Interviews, Account Management, Leadership, Time Management, Banking, Customer Satisfaction, Management, Finance, Financial Analysis, Marketing, Program Management, Permanent Life Insurance, Social Media, Financial Services, Analysis, Insurance, Investments, Public Speaking, Customer Retention, Small Business, Event Planning, Event Management
Education
Kaplan University 2014 — 2015
Life & Health Insurance and Annuities
Moseley Real Estate Schools 2013 — 2015
Real Estate Development
George Mason University
Communication, General
Mark Carnevale Mark Carnevale's Bank of America Merrill Lynch Experience May 2013 - Present
Job Director Treasury Sales Officer
Industry Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
JPMorganChase December 2011 - May 2013
JPMorganChase January 2007 - December 2011
JPMorgan January 1999 - January 2007
United States Navy & Reserves January 1986 - June 2000
JPMorgan January 1996 - January 1999
JPMorgan January 1995 - January 1996
JPMorgan January 1993 - January 1995
Skills
Mutual Funds, Securities, Finance, Alternative Investments, Equities, Fixed Income, Hedge Funds, Global Custody, Asset Managment, Structured Products, Investments, Fund Accounting, CRM, Banking, Trading, Financial Services, Relationship Management, Corporate Actions, Settlement, Financial Markets, FX Options, Emerging Markets, Asset Management, Risk Management, Capital Markets, Securities Lending, Derivatives, Bloomberg, Bonds, Investment Banking, Portfolio Management, Treasury Management, Middle Office, Back Office, Series 63, Series 7, Wealth Management, Foreign Exchange, Prime Brokerage
Education
Fordham University 1997 — 1999
MBA; School of Business Administration, Marketing
Long Island University 1990 — 1992
Bachelor of Science (BS), Marketing, Graduated Magna Cum Laude
Bank of America Merrill Lynch May 2013 - Present
JPMorganChase December 2011 - May 2013
JPMorganChase January 2007 - December 2011
JPMorgan January 1999 - January 2007
United States Navy & Reserves January 1986 - June 2000
JPMorgan January 1996 - January 1999
JPMorgan January 1995 - January 1996
JPMorgan January 1993 - January 1995
Skills
Mutual Funds, Securities, Finance, Alternative Investments, Equities, Fixed Income, Hedge Funds, Global Custody, Asset Managment, Structured Products, Investments, Fund Accounting, CRM, Banking, Trading, Financial Services, Relationship Management, Corporate Actions, Settlement, Financial Markets, FX Options, Emerging Markets, Asset Management, Risk Management, Capital Markets, Securities Lending, Derivatives, Bloomberg, Bonds, Investment Banking, Portfolio Management, Treasury Management, Middle Office, Back Office, Series 63, Series 7, Wealth Management, Foreign Exchange, Prime Brokerage
Education
Fordham University 1997 — 1999
MBA; School of Business Administration, Marketing
Long Island University 1990 — 1992
Bachelor of Science (BS), Marketing, Graduated Magna Cum Laude
Santiago Cortes Santiago Cortes's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
The Kelly Writers House at the University of Pennsylvania September 2012 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Forums Inc. May 2014 - July 2014
The Center for Programs in Contemporary Writing at the University of Pennsylvania May 2013 - May 2014
Skills
Team Leadership, Multilingual, Spanish, Bilingual Proficiency, Organizational..., Management, Analysis, Leadership, Digital Photography, Digital Designs, Empathy, Logistics, French, Microsoft Office, Hospitality, International Relations, Data Entry, Program Management, Microsoft Excel, PowerPoint, Social Media, Data Analysis, Public Speaking, Research, Event Planning, Multicultural, Customer Oriented, Negotiation, Marketing, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Economics
Fundação Getulio Vargas 2014 — 2014
Study Abroad Exchange Program, Economics and Public Administration
The Kelly Writers House at the University of Pennsylvania September 2012 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Forums Inc. May 2014 - July 2014
The Center for Programs in Contemporary Writing at the University of Pennsylvania May 2013 - May 2014
Skills
Team Leadership, Multilingual, Spanish, Bilingual Proficiency, Organizational..., Management, Analysis, Leadership, Digital Photography, Digital Designs, Empathy, Logistics, French, Microsoft Office, Hospitality, International Relations, Data Entry, Program Management, Microsoft Excel, PowerPoint, Social Media, Data Analysis, Public Speaking, Research, Event Planning, Multicultural, Customer Oriented, Negotiation, Marketing, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Economics
Fundação Getulio Vargas 2014 — 2014
Study Abroad Exchange Program, Economics and Public Administration
Lauren Delli Santi's Bank of America Merrill Lynch Experience May 2015 - Present
Job AVP; Client Fulfillment Consultant Commercial Treasury Department at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Central Piedmont Community College October 2012 - Present
Bank of America April 2013 - May 2015
Bank of America August 2011 - April 2013
Bank of America June 2010 - August 2011
Education
Gardner-Webb University 2008 — 2011
Master of Arts (M.A.), English Language and Literature, General
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Arts (B.A.), English and Communication Studies
Bank of America Merrill Lynch May 2015 - Present
Central Piedmont Community College October 2012 - Present
Bank of America April 2013 - May 2015
Bank of America August 2011 - April 2013
Bank of America June 2010 - August 2011
Education
Gardner-Webb University 2008 — 2011
Master of Arts (M.A.), English Language and Literature, General
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Arts (B.A.), English and Communication Studies
Luciana de Medeiros Luciana de Medeiros's Bank of America Merrill Lynch Experience December 2012 - Present
Job Director Treasury Sales Officer
Industry Banking
Experience
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch May 2010 - June 2012
Deutsche Bank November 2008 - May 2010
HSBC August 2008 - November 2008
HSBC November 2005 - August 2008
Citibank March 2002 - March 2005
Multibras 2001 - 2002
Skills
Cash Management, Trade Finance, Financial Transactions, Commercial Banking, Treasury, Treasury Services, FX Options, Financial Markets, Banking, Credit
Education
Fundação Getulio Vargas 2009 — 2011
post graduation, MBA Executive in Marketing
Fundação Getulio Vargas 2008 — 2009
post graduation, Master in Financial Economics
Faculdade de Engenharia Industrial 1999 — 2006
Bachelor Degree on Electronic Engineering
ETFSP - Escola Técnica Federal de São Paulo 1994 — 1999
bachelor in telecommunication technician
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch May 2010 - June 2012
Deutsche Bank November 2008 - May 2010
HSBC August 2008 - November 2008
HSBC November 2005 - August 2008
Citibank March 2002 - March 2005
Multibras 2001 - 2002
Skills
Cash Management, Trade Finance, Financial Transactions, Commercial Banking, Treasury, Treasury Services, FX Options, Financial Markets, Banking, Credit
Education
Fundação Getulio Vargas 2009 — 2011
post graduation, MBA Executive in Marketing
Fundação Getulio Vargas 2008 — 2009
post graduation, Master in Financial Economics
Faculdade de Engenharia Industrial 1999 — 2006
Bachelor Degree on Electronic Engineering
ETFSP - Escola Técnica Federal de São Paulo 1994 — 1999
bachelor in telecommunication technician
Nicholas Scover's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Payne Capital Management September 2013 - April 2014
Argo Partners June 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg, Teamwork, Public Speaking, Social Media, Economics, Facebook, Access, Customer Service, Outlook, Wealth Management, Investments, LinkedIn
Education
Fordham University 2012 — 2016
Bachelor's Degree, Finance
Walt Whitman High School 2008 — 2012
High School, 99.3/100
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Payne Capital Management September 2013 - April 2014
Argo Partners June 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg, Teamwork, Public Speaking, Social Media, Economics, Facebook, Access, Customer Service, Outlook, Wealth Management, Investments, LinkedIn
Education
Fordham University 2012 — 2016
Bachelor's Degree, Finance
Walt Whitman High School 2008 — 2012
High School, 99.3/100
Kyle Essington's Bank of America Merrill Lynch Experience May 2013 - Present
Job Foreign Exchange Sales Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Outlook, Customer Service, Investments, Banking, Financial Modeling, Process Improvement, Negotiation, Forecasting, Derivatives, Options, Public Speaking, Financial Reporting, Strategic Planning, Research, Access, Analysis
Education
Stony Brook University, State University of New York 2009 — 2012
Bachelor's, Business Finance
Fullerton College 2008 — 2009
Bank of America Merrill Lynch May 2013 - Present
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Outlook, Customer Service, Investments, Banking, Financial Modeling, Process Improvement, Negotiation, Forecasting, Derivatives, Options, Public Speaking, Financial Reporting, Strategic Planning, Research, Access, Analysis
Education
Stony Brook University, State University of New York 2009 — 2012
Bachelor's, Business Finance
Fullerton College 2008 — 2009
Keith Robelen Keith Robelen's Bank of America Merrill Lynch Experience 1997 - 2011
Job Bank Debt Trader Citizens Bank Capital Markets
Industry Investment Banking
Experience
Citizens Financial Group, Inc. November 2013 - Present
Bank of America Merrill Lynch 1997 - 2011
Bank of America, N.A., Banc of America Securities March 1996 - December 1997
NationsBank, N.A. September 1989 - March 1996
Skills
Capital Markets
Education
Furman University 1985 — 1989
B.A., Business Administration
Citizens Financial Group, Inc. November 2013 - Present
Bank of America Merrill Lynch 1997 - 2011
Bank of America, N.A., Banc of America Securities March 1996 - December 1997
NationsBank, N.A. September 1989 - March 1996
Skills
Capital Markets
Education
Furman University 1985 — 1989
B.A., Business Administration
Bohan Shao Bohan Shao's Bank of America Merrill Lynch Experience August 2015 - Present
Job Quantitative Middle Office Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
CME Group August 2014 - August 2015
DerivActiv, LLC June 2013 - December 2013
Office for Business & Community Economic Development, University of Minnesota October 2012 - January 2013
Enterprise Financing Guarantee Co., LTD. March 2012 - May 2012
Everbright Securities October 2011 - February 2012
Bank of Communications Limited August 2009 - September 2009
Skills
Microsoft Excel, C++, Matlab, Bloomberg, Monte Carlo Simulation, Financial Analysis, Mandarin, C#, Microsoft Office, Microsoft SQL Server, QuantLib, SQL
Education
University of Minnesota-Twin Cities 2012 — 2014
Master of Science (M.S.), Financial Mathematics
Fudan University 2008 — 2012
Bachelor of Science (B.S.), Biology, General, 3.74/4.00
Shanghai University of Finance and Economics 2010 — 2012
Minor, Business Administration and Management, General
Bank of America Merrill Lynch August 2015 - Present
CME Group August 2014 - August 2015
DerivActiv, LLC June 2013 - December 2013
Office for Business & Community Economic Development, University of Minnesota October 2012 - January 2013
Enterprise Financing Guarantee Co., LTD. March 2012 - May 2012
Everbright Securities October 2011 - February 2012
Bank of Communications Limited August 2009 - September 2009
Skills
Microsoft Excel, C++, Matlab, Bloomberg, Monte Carlo Simulation, Financial Analysis, Mandarin, C#, Microsoft Office, Microsoft SQL Server, QuantLib, SQL
Education
University of Minnesota-Twin Cities 2012 — 2014
Master of Science (M.S.), Financial Mathematics
Fudan University 2008 — 2012
Bachelor of Science (B.S.), Biology, General, 3.74/4.00
Shanghai University of Finance and Economics 2010 — 2012
Minor, Business Administration and Management, General
Maria Silvana Vargas's Bank of America Merrill Lynch Experience March 2015 - Present
Job Global Corporate and Investment Banking COO at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Bank of America Merrill Lynch October 2010 - January 2014
Merrill Lynch October 2006 - December 2010
BBVA September 2005 - September 2006
Skills
Investment Banking, Banking, Capital Markets, Financial Markets, Derivatives, Fixed Income, Equities, Business Planning, Strategy, Finance
Education
Fundação Armando Alvares Penteado 2004 — 2008
Licentiate degree, Economics
Instituto Pre-Universitario Juan XXIII 2001 — 2003
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Bank of America Merrill Lynch October 2010 - January 2014
Merrill Lynch October 2006 - December 2010
BBVA September 2005 - September 2006
Skills
Investment Banking, Banking, Capital Markets, Financial Markets, Derivatives, Fixed Income, Equities, Business Planning, Strategy, Finance
Education
Fundação Armando Alvares Penteado 2004 — 2008
Licentiate degree, Economics
Instituto Pre-Universitario Juan XXIII 2001 — 2003
Petr Burunov Petr Burunov's Bank of America Merrill Lynch Experience May 2003 - July 2012
Job President at Ambassador Wealth Management, Financial Planner, Provide comprehensive financial advice & services
Industry Financial Services
Experience
Ambassador Wealth Management January 2009 - Present
Bank of America Merrill Lynch May 2003 - July 2012
Morgan Stanley September 2000 - March 2003
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Accounting, Financial Research, Trust Management, Estate Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Financial Planners, Investment Strategies, Tax, Financial Advisory, Finance, Retirement, Financial Planning
Education
Portland State University 2009 — 2010
Accounting
George Fox University 2004 — 2006
BA, Business Management/Organizational Leadership
Portland Community College 1996 — 2000
Certificate in Dental Technology, Dental Technology and Accounting
Ambassador Wealth Management January 2009 - Present
Bank of America Merrill Lynch May 2003 - July 2012
Morgan Stanley September 2000 - March 2003
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Accounting, Financial Research, Trust Management, Estate Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Financial Planners, Investment Strategies, Tax, Financial Advisory, Finance, Retirement, Financial Planning
Education
Portland State University 2009 — 2010
Accounting
George Fox University 2004 — 2006
BA, Business Management/Organizational Leadership
Portland Community College 1996 — 2000
Certificate in Dental Technology, Dental Technology and Accounting
Armando Assis Armando Assis's Bank of America Merrill Lynch Experience March 2015 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch March 2015 - Present
Skills
Accounting, Banking, Equities, Latin America, Financial Management, Regulatory Reporting, Basel II, Hyperion, Securitization, Mortgage, Prime Brokerage, Managerial Finance, Mortgage Lending, Credit Risk, Financial Risk, Valuation
Education
USP - Universidade de Sao Paulo 2002 — 2003
MBA
FGV - Fundacao Getulio Vargas 1997 — 2000
Specialist
Bank of America Merrill Lynch March 2015 - Present
Skills
Accounting, Banking, Equities, Latin America, Financial Management, Regulatory Reporting, Basel II, Hyperion, Securitization, Mortgage, Prime Brokerage, Managerial Finance, Mortgage Lending, Credit Risk, Financial Risk, Valuation
Education
USP - Universidade de Sao Paulo 2002 — 2003
MBA
FGV - Fundacao Getulio Vargas 1997 — 2000
Specialist
Blake Rodriguez Blake Rodriguez's Bank of America Merrill Lynch Experience August 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Fordham University September 2011 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Richard Bernstein Advisors January 2013 - December 2013
Fordham University January 2012 - February 2013
United Capital Financial Advisers, LLC May 2012 - August 2012
Skills
Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Financial Modeling, Bloomberg, Equity Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Teamwork, Time Management
Education
CFA Institute 2015 — 2015
Passed Level 1 of the CFA Program
Fordham University 2011 — 2015
Finance
Bank of America Merrill Lynch August 2015 - Present
Fordham University September 2011 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Richard Bernstein Advisors January 2013 - December 2013
Fordham University January 2012 - February 2013
United Capital Financial Advisers, LLC May 2012 - August 2012
Skills
Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Financial Modeling, Bloomberg, Equity Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Teamwork, Time Management
Education
CFA Institute 2015 — 2015
Passed Level 1 of the CFA Program
Fordham University 2011 — 2015
Finance
Lisa Hu Lisa Hu's Bank of America Merrill Lynch Experience October 2011 - Present
Job Enterprise Data Management | Project Manager | Data Architect
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2011 - Present
AFP Inc December 2010 - October 2011
Rakuten Marketing January 2003 - December 2010
JPMorgan Chase April 2000 - 2002
MetLife September 1998 - April 2000
Merrill Lynch September 1997 - September 1998
Skills
Data Warehousing, Data Modeling, Business Intelligence, ETL, Informatica, SDLC, Program Management, Project Management, Data Quality, Enterprise Data..., PL/SQL, DB2, Data Integration, Oracle, Performance Tuning, Agile Methodologies, Microsoft SQL Server, Metadata Management, Information Architecture, Vendor Management, Data Archive, Data Masking and..., Real Time Messaging, Requirement Analyst, XML, Scrum, Change Management, Linked Data, RDF, Semantic Web, Enterprise Data Modeling, ETL Tools, Enterprise Architecture, Database Design, MySQL, Database Administration, Databases, SQL, Sybase, Big Data, Architecture, Master Data Management, Requirements Analysis, Integration, Data Governance, Dimensional Modeling, Erwin, Analytics, Unix
Education
City University of New York-Queens College
Master Degree of Computer Science
New York Institute of Finance
Fudan University
Bank of America Merrill Lynch October 2011 - Present
AFP Inc December 2010 - October 2011
Rakuten Marketing January 2003 - December 2010
JPMorgan Chase April 2000 - 2002
MetLife September 1998 - April 2000
Merrill Lynch September 1997 - September 1998
Skills
Data Warehousing, Data Modeling, Business Intelligence, ETL, Informatica, SDLC, Program Management, Project Management, Data Quality, Enterprise Data..., PL/SQL, DB2, Data Integration, Oracle, Performance Tuning, Agile Methodologies, Microsoft SQL Server, Metadata Management, Information Architecture, Vendor Management, Data Archive, Data Masking and..., Real Time Messaging, Requirement Analyst, XML, Scrum, Change Management, Linked Data, RDF, Semantic Web, Enterprise Data Modeling, ETL Tools, Enterprise Architecture, Database Design, MySQL, Database Administration, Databases, SQL, Sybase, Big Data, Architecture, Master Data Management, Requirements Analysis, Integration, Data Governance, Dimensional Modeling, Erwin, Analytics, Unix
Education
City University of New York-Queens College
Master Degree of Computer Science
New York Institute of Finance
Fudan University
Grant Harbrecht Grant Harbrecht's Bank of America Merrill Lynch Experience August 2013 - July 2014
Job Senior Vice President, Chief Compliance Officer at Fifth Third Bancorp
Industry Financial Services
Experience
Fifth Third Bancorp July 2014 - Present
Bank of America Merrill Lynch August 2013 - July 2014
Bank of America Merrill Lynch May 2010 - July 2013
Bank of America October 2003 - May 2010
Bank of America August 1997 - October 2003
Moore & Van Allen, PLLC September 1992 - August 1997
Skills
Corporate and..., Capital Markets, Bank Regulatory, Regulatory Relations, AML, Financial Risk, Due Diligence, Financial Regulation, Corporate Governance, Securities Regulation, Operational Risk
Education
Vanderbilt University Law School
JD, Law
University of Dayton
Bachelor of Science, Economics and Finance
Georgetown University
Institute on Comparative Political and Economic Systems
Trinity High School
Fifth Third Bancorp July 2014 - Present
Bank of America Merrill Lynch August 2013 - July 2014
Bank of America Merrill Lynch May 2010 - July 2013
Bank of America October 2003 - May 2010
Bank of America August 1997 - October 2003
Moore & Van Allen, PLLC September 1992 - August 1997
Skills
Corporate and..., Capital Markets, Bank Regulatory, Regulatory Relations, AML, Financial Risk, Due Diligence, Financial Regulation, Corporate Governance, Securities Regulation, Operational Risk
Education
Vanderbilt University Law School
JD, Law
University of Dayton
Bachelor of Science, Economics and Finance
Georgetown University
Institute on Comparative Political and Economic Systems
Trinity High School
Benjamin Ramundo Benjamin Ramundo's Bank of America Merrill Lynch Experience September 2009 - December 2010
Job Associate at Arlington Capital Partners
Industry Venture Capital & Private Equity
Experience
Arlington Capital Partners July 2014 - Present
Jefferies & Company July 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Bank of America Merrill Lynch September 2009 - December 2010
Raytheon June 2008 - August 2009
Education
Georgetown University 2008 — 2012
Bachelors of Science, Finance, Economics
Jesuit Dallas
Arlington Capital Partners July 2014 - Present
Jefferies & Company July 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Bank of America Merrill Lynch September 2009 - December 2010
Raytheon June 2008 - August 2009
Education
Georgetown University 2008 — 2012
Bachelors of Science, Finance, Economics
Jesuit Dallas
Jack Lutkewitte Jack Lutkewitte's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Spruce & Norton January 2015 - May 2015
Fordham Finance Society September 2014 - May 2015
Student Managed Investment Fund September 2014 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
Federal Reserve Bank of New York May 2013 - August 2013
Finnerty Economic Consulting 2012 - May 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (BS)
Bank of America Merrill Lynch July 2015 - Present
Spruce & Norton January 2015 - May 2015
Fordham Finance Society September 2014 - May 2015
Student Managed Investment Fund September 2014 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
Federal Reserve Bank of New York May 2013 - August 2013
Finnerty Economic Consulting 2012 - May 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (BS)
Denise Brouder Denise Brouder's Bank of America Merrill Lynch Experience 1999 - 2004
Job CFO at LugTrack
Industry Information Technology and Services
Experience
LugTrack 2013 - Present
NOVEDA TECHNOLOGIES 2011 - 2013
Goldman Sachs 2004 - 2009
Bank of America Merrill Lynch 1999 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Management, Business Process..., Change Management, Strategic Planning, Start-ups
Education
Fordham University 2003 — 2006
Master of Business Administration (MBA), International Finance
University of Limerick 1995 — 1999
Bachelor of Business Administration (BBA), Economics and Finance
LugTrack 2013 - Present
NOVEDA TECHNOLOGIES 2011 - 2013
Goldman Sachs 2004 - 2009
Bank of America Merrill Lynch 1999 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Management, Business Process..., Change Management, Strategic Planning, Start-ups
Education
Fordham University 2003 — 2006
Master of Business Administration (MBA), International Finance
University of Limerick 1995 — 1999
Bachelor of Business Administration (BBA), Economics and Finance
David Bergendahl David Bergendahl's Bank of America Merrill Lynch Experience July 2011 - September 2011
Job Advisor / Consultant / PM
Industry Financial Services
Experience
Heineman Foundation April 2012 - Present
J.P. Morgan July 2013 - December 2013
Slated, Inc. June 2012 - December 2012
Bank of America Merrill Lynch July 2011 - September 2011
Merrill Lynch & Co. January 2009 - June 2011
Merrill Lynch & Co. May 2007 - August 2007
Control Risks Group May 2006 - July 2006
SAIC May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Fixed Income, Equities, Bloomberg, Product Management, Financial Analysis, Investments, Research, Alternative Investments, Capital Markets, Corporate Finance, Financial Structuring, Series 7, Series 63
Education
Duke University 2004 — 2008
History & Political Science, Military History & International Relations
General Assembly 2014 — 2014
Product Management Immersive
Heineman Foundation April 2012 - Present
J.P. Morgan July 2013 - December 2013
Slated, Inc. June 2012 - December 2012
Bank of America Merrill Lynch July 2011 - September 2011
Merrill Lynch & Co. January 2009 - June 2011
Merrill Lynch & Co. May 2007 - August 2007
Control Risks Group May 2006 - July 2006
SAIC May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Fixed Income, Equities, Bloomberg, Product Management, Financial Analysis, Investments, Research, Alternative Investments, Capital Markets, Corporate Finance, Financial Structuring, Series 7, Series 63
Education
Duke University 2004 — 2008
History & Political Science, Military History & International Relations
General Assembly 2014 — 2014
Product Management Immersive
Robert Connell Robert Connell's Bank of America Merrill Lynch Experience May 2013 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
Fordham University September 2009 - Present
Skills
Financial Modeling, Accounting, Microsoft Excel, PowerPoint, Bloomberg Terminal, Investment Banking, Investments
Education
Fordham University 2009 — 2013
B.S., Accounting and Finance
Chaminade High School 2005 — 2009
High School
Bank of America Merrill Lynch May 2013 - Present
Fordham University September 2009 - Present
Skills
Financial Modeling, Accounting, Microsoft Excel, PowerPoint, Bloomberg Terminal, Investment Banking, Investments
Education
Fordham University 2009 — 2013
B.S., Accounting and Finance
Chaminade High School 2005 — 2009
High School
sai harsha yagnamurthy sai harsha yagnamurthy's Bank of America Merrill Lynch Experience June 2015 - Present
Job Data Analyst Intern at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2015 - Present
George Mason University August 2014 - Present
TCS April 2013 - July 2014
Tata Consultancy Services January 2013 - March 2013
Tata Consultancy Services October 2012 - December 2012
Tata Consultancy Services June 2012 - August 2012
Skills
MongoDB, Python, JCL, VSAM, Oracle, CICS, COBOL, DB2, Teradata, Data Warehousing, Stored Procedures, REXX, Risk Analysis, R Advanced Analytics, C, Microsoft Excel, Project Management, Teamwork, Leadership Development, Microsoft Word, Network Analysis, Monte Carlo Simulation, gurobi, spreadsheet modelling, NoSQL, SQLite, Analytics, Databases, SQL, Data Modeling, Data Visualization, Data Mining, Database Design, Data Quality Assurance
Education
George Mason University 2014 — 2015
Master's degree, Predictive Analytics in Data Analytic Engineering
Gitam University 2008 — 2012
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, GPA: 3.99/4.0
Bank of America Merrill Lynch June 2015 - Present
George Mason University August 2014 - Present
TCS April 2013 - July 2014
Tata Consultancy Services January 2013 - March 2013
Tata Consultancy Services October 2012 - December 2012
Tata Consultancy Services June 2012 - August 2012
Skills
MongoDB, Python, JCL, VSAM, Oracle, CICS, COBOL, DB2, Teradata, Data Warehousing, Stored Procedures, REXX, Risk Analysis, R Advanced Analytics, C, Microsoft Excel, Project Management, Teamwork, Leadership Development, Microsoft Word, Network Analysis, Monte Carlo Simulation, gurobi, spreadsheet modelling, NoSQL, SQLite, Analytics, Databases, SQL, Data Modeling, Data Visualization, Data Mining, Database Design, Data Quality Assurance
Education
George Mason University 2014 — 2015
Master's degree, Predictive Analytics in Data Analytic Engineering
Gitam University 2008 — 2012
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, GPA: 3.99/4.0
Lauren Rose Venditti's Bank of America Merrill Lynch Experience September 2015 - Present
Job MBA Candidate at Fordham University Graduate School of Business
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Arthur J. Gallagher and Co. May 2013 - December 2013
Oscar de la Renta January 2013 - April 2013
Oscar de la Renta November 2012 - January 2013
University of Richmond Club Golf Team 2010 - May 2011
University of Richmond Accounting Society 2010 - 2011
Delta Delta Delta January 2009 - 2010
Skills
Microsoft Excel, Accounting, Financial Accounting, Financial Analysis, PowerPoint, Analysis, Microsoft Office, QuickBooks, Microsoft Word, Financial Reporting, Time Management, Financial Modeling, Data Analysis, Outlook, Customer Service, Teamwork, Budgets, Access, Spanish, Leadership, Finance
Education
Fordham Gabelli School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance, 4.0
University of Mississippi - School of Business Administration 2011 — 2012
Masters in Accountancy, Accounting
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Accounting, Political Science
Università Commerciale Luigi Bocconi
Accounting and Finance
Shanghai Jianping High School 2007 — 2007
Briarcliff 2004 — 2007
Bank of America Merrill Lynch September 2015 - Present
Arthur J. Gallagher and Co. May 2013 - December 2013
Oscar de la Renta January 2013 - April 2013
Oscar de la Renta November 2012 - January 2013
University of Richmond Club Golf Team 2010 - May 2011
University of Richmond Accounting Society 2010 - 2011
Delta Delta Delta January 2009 - 2010
Skills
Microsoft Excel, Accounting, Financial Accounting, Financial Analysis, PowerPoint, Analysis, Microsoft Office, QuickBooks, Microsoft Word, Financial Reporting, Time Management, Financial Modeling, Data Analysis, Outlook, Customer Service, Teamwork, Budgets, Access, Spanish, Leadership, Finance
Education
Fordham Gabelli School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance, 4.0
University of Mississippi - School of Business Administration 2011 — 2012
Masters in Accountancy, Accounting
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Accounting, Political Science
Università Commerciale Luigi Bocconi
Accounting and Finance
Shanghai Jianping High School 2007 — 2007
Briarcliff 2004 — 2007
Adam Perry Adam Perry's Bank of America Merrill Lynch Experience July 2015 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Davis Polk & Wardwell LLP October 2008 - July 2015
Skills
Private Equity, Cross-border..., Joint Ventures, Legal Writing, Mergers, Capital Markets, Tax Law
Education
Fordham University School of Law 2005 — 2008
Doctor of Law (JD)
Lehigh University 2001 — 2005
BS, Finance
Bank of America Merrill Lynch July 2015 - Present
Davis Polk & Wardwell LLP October 2008 - July 2015
Skills
Private Equity, Cross-border..., Joint Ventures, Legal Writing, Mergers, Capital Markets, Tax Law
Education
Fordham University School of Law 2005 — 2008
Doctor of Law (JD)
Lehigh University 2001 — 2005
BS, Finance
Christopher Lerma Christopher Lerma's Bank of America Merrill Lynch Experience July 2015 - Present
Job Senior Vice President at Bank of America Merrill Lynch Global Commercial Banking Food, Beverage & Agriculture
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Skills
Commercial Lending, Asset Based Lending, Middle Market, Portfolio Management, Capital Markets, Structured Finance, Asset Managment, Cash Flow Lending, Private Equity, Financial Services, Loan Origination, Treasury Management, Loans, Financial Analysis, Financial Risk, Financial Structuring, Underwriting, Credit Analysis, Asset Management
Education
Bethel College 1999 — 2001
Bachelor of Arts, Business Adminstration, Finance
Fullerton College 1997 — 1999
La Habra High School
La Habra High School
La Habra High School
La Habra High School
La Habra High School
Bank of America Merrill Lynch July 2015 - Present
Skills
Commercial Lending, Asset Based Lending, Middle Market, Portfolio Management, Capital Markets, Structured Finance, Asset Managment, Cash Flow Lending, Private Equity, Financial Services, Loan Origination, Treasury Management, Loans, Financial Analysis, Financial Risk, Financial Structuring, Underwriting, Credit Analysis, Asset Management
Education
Bethel College 1999 — 2001
Bachelor of Arts, Business Adminstration, Finance
Fullerton College 1997 — 1999
La Habra High School
La Habra High School
La Habra High School
La Habra High School
La Habra High School
David Ingraham David Ingraham's Bank of America Merrill Lynch Experience May 2013 - Present
Job VP/ Retail Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
St. Marys Bank March 2010 - May 2013
Ford Motor Credit Company July 2006 - February 2009
Ford Motor Credit Company July 2000 - July 2006
Ford Motor Credit Company May 1997 - July 2000
Ford Motor Credit Company June 1995 - May 1997
Ford Motor Credit Company May 1993 - May 1995
Ford Motor Credit Company December 1989 - May 1993
Skills
Business Development, Sales Operations, Account Management, New Business Development, Budgets, Sales, Management, CRM, Leadership, Credit, Profit, Sales Process, Sales Management, Loans, Automotive, Customer Retention, Selling, Marketing Management, B2B, Banking, Marketing, Customer Satisfaction, Team Building, Business Planning, Vehicles, Finance, Negotiation, Training, Automobile, Pricing, Competitive Analysis, Portfolio Management, Financial Analysis, Dealers, Cold Calling, Financial Services, Team Leadership, Program Management, Customer Service, Relationship Management, Commercial Lending, Small Business Lending
Education
Franklin Pierce University 1983 — 1987
Bachelors, Mass Communication
Merrimack high School 1979 — 1983
Bank of America Merrill Lynch May 2013 - Present
St. Marys Bank March 2010 - May 2013
Ford Motor Credit Company July 2006 - February 2009
Ford Motor Credit Company July 2000 - July 2006
Ford Motor Credit Company May 1997 - July 2000
Ford Motor Credit Company June 1995 - May 1997
Ford Motor Credit Company May 1993 - May 1995
Ford Motor Credit Company December 1989 - May 1993
Skills
Business Development, Sales Operations, Account Management, New Business Development, Budgets, Sales, Management, CRM, Leadership, Credit, Profit, Sales Process, Sales Management, Loans, Automotive, Customer Retention, Selling, Marketing Management, B2B, Banking, Marketing, Customer Satisfaction, Team Building, Business Planning, Vehicles, Finance, Negotiation, Training, Automobile, Pricing, Competitive Analysis, Portfolio Management, Financial Analysis, Dealers, Cold Calling, Financial Services, Team Leadership, Program Management, Customer Service, Relationship Management, Commercial Lending, Small Business Lending
Education
Franklin Pierce University 1983 — 1987
Bachelors, Mass Communication
Merrimack high School 1979 — 1983
Eric Sheridan Eric Sheridan's Bank of America Merrill Lynch Experience 2000 - 2001
Job Managing Director, UBS Equity Research (US Internet & Interactive Entertainment)
Industry Financial Services
Experience
UBS October 2012 - Present
Citadel Investment Group January 2010 - August 2012
Intrepid Capital 2002 - 2009
Bank of America Merrill Lynch 2000 - 2001
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Alternative Investments, Valuation, Bloomberg, Investments, Portfolio Management, Investment Banking, Asset Managment, Financial Modeling, Buy-side, Equity Valuation, Special Situations, Corporate Finance, Investment Management, Venture Capital, Asset Management
Education
St John's University School of Law 1994 — 1997
JD, Law
Franklin & Marshall College 1990 — 1994
BA, History, Government, Economics
UBS October 2012 - Present
Citadel Investment Group January 2010 - August 2012
Intrepid Capital 2002 - 2009
Bank of America Merrill Lynch 2000 - 2001
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Alternative Investments, Valuation, Bloomberg, Investments, Portfolio Management, Investment Banking, Asset Managment, Financial Modeling, Buy-side, Equity Valuation, Special Situations, Corporate Finance, Investment Management, Venture Capital, Asset Management
Education
St John's University School of Law 1994 — 1997
JD, Law
Franklin & Marshall College 1990 — 1994
BA, History, Government, Economics
Daniel P. Reilly Daniel P. Reilly's Bank of America Merrill Lynch Experience April 2011 - February 2015
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch April 2011 - February 2015
UBS September 2007 - April 2011
The GMS Group May 2006 - September 2007
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Series 63, Equities, Finance, Fixed Income, Retirement Planning, Insurance, Private Equity, Alternative Investments, Investment Strategies, Securities, 401k Rollovers, Fixed Annuities, Bonds, Bloomberg, Risk Management, Structured Products, Mortgage Lending, Trading, Portfolio Management, Variable Annuities, Personal Financial..., Holistic Financial..., Networking, Tax-advantaged..., Alternative Investment..., Structured Notes, Employee Stock Options
Education
Fordham University 1998 — 2003
BS, Finance, Business Communications
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch April 2011 - February 2015
UBS September 2007 - April 2011
The GMS Group May 2006 - September 2007
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Series 63, Equities, Finance, Fixed Income, Retirement Planning, Insurance, Private Equity, Alternative Investments, Investment Strategies, Securities, 401k Rollovers, Fixed Annuities, Bonds, Bloomberg, Risk Management, Structured Products, Mortgage Lending, Trading, Portfolio Management, Variable Annuities, Personal Financial..., Holistic Financial..., Networking, Tax-advantaged..., Alternative Investment..., Structured Notes, Employee Stock Options
Education
Fordham University 1998 — 2003
BS, Finance, Business Communications
Deshawn Lewis's Bank of America Merrill Lynch Experience July 2015 - Present
Job Global Banking And Markets, Business Banking at Bank Of America
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank Of America July 2012 - Present
Social Entrepreneur Corp May 2011 - July 2011
Lancaster General Health September 2010 - December 2010
Franklin & Marshall College June 2010 - July 2010
Skills
Capital Markets, Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Research
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Science, Economic Development
High School of Economics and Finance 2004 — 2008
Bank of America Merrill Lynch July 2015 - Present
Bank Of America July 2012 - Present
Social Entrepreneur Corp May 2011 - July 2011
Lancaster General Health September 2010 - December 2010
Franklin & Marshall College June 2010 - July 2010
Skills
Capital Markets, Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Research
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Science, Economic Development
High School of Economics and Finance 2004 — 2008
Jamie Powell Schwartz Jamie Powell Schwartz's Bank of America Merrill Lynch Experience June 2013 - May 2015
Job Associate General Counsel at The New York Racing Association (NYRA)
Industry Legal Services
Experience
Bank of America Merrill Lynch June 2013 - May 2015
Schulte Roth & Zabel LLP September 2008 - May 2013
Herrick, Feinstein LLP June 2007 - August 2007
Chambers of the Honorable Lisa M. Smith (Southern District of New York) June 2006 - August 2006
Teach For America July 2003 - September 2005
Skills
Contract Negotiation, Corporate Law, Transactional Law, Legal Research, Drafting Agreements, Hedge Funds, Licensing, Finance, Legal Advice, Civil Litigation, Equities, Arbitration, Banking, Due Diligence, Legal Writing
Education
Fordham University School of Law 2005 — 2008
J.D., Law
Wellesley College 1999 — 2003
B.A., Political Science
Bank of America Merrill Lynch June 2013 - May 2015
Schulte Roth & Zabel LLP September 2008 - May 2013
Herrick, Feinstein LLP June 2007 - August 2007
Chambers of the Honorable Lisa M. Smith (Southern District of New York) June 2006 - August 2006
Teach For America July 2003 - September 2005
Skills
Contract Negotiation, Corporate Law, Transactional Law, Legal Research, Drafting Agreements, Hedge Funds, Licensing, Finance, Legal Advice, Civil Litigation, Equities, Arbitration, Banking, Due Diligence, Legal Writing
Education
Fordham University School of Law 2005 — 2008
J.D., Law
Wellesley College 1999 — 2003
B.A., Political Science
Joshua Hatcher's Bank of America Merrill Lynch Experience May 2011 - February 2013
Job Senior AML Consultant | Deloitte Advisory
Industry Management Consulting
Experience
Deloitte September 2014 - Present
Deloitte February 2013 - September 2014
Bank of America Merrill Lynch May 2011 - February 2013
Manhattan District Attorney's Office June 2010 - May 2011
Manhattan District Attorney's Office December 2008 - June 2010
Juice Energy, Inc. July 2007 - September 2008
New York Mercantile Exchange May 2006 - August 2006
Skills
Risk Management, Due Diligence, Fraud, OFAC, Financial Analysis, KYC, Analysis, Bloomberg, Anti Money Laundering, Bloomberg Terminal, USA PATRIOT Act, Cash Management, Correspondent Banking, Regulatory Guidelines, Risk Monitoring, Quality Assurance, Risk Assessment, Economic Sanctions, Management, Banking
Education
Fordham University 2003 — 2007
BA, Economics/Finance
Seton Hall Preparatory School 1999 — 2003
High School Diploma
Deloitte September 2014 - Present
Deloitte February 2013 - September 2014
Bank of America Merrill Lynch May 2011 - February 2013
Manhattan District Attorney's Office June 2010 - May 2011
Manhattan District Attorney's Office December 2008 - June 2010
Juice Energy, Inc. July 2007 - September 2008
New York Mercantile Exchange May 2006 - August 2006
Skills
Risk Management, Due Diligence, Fraud, OFAC, Financial Analysis, KYC, Analysis, Bloomberg, Anti Money Laundering, Bloomberg Terminal, USA PATRIOT Act, Cash Management, Correspondent Banking, Regulatory Guidelines, Risk Monitoring, Quality Assurance, Risk Assessment, Economic Sanctions, Management, Banking
Education
Fordham University 2003 — 2007
BA, Economics/Finance
Seton Hall Preparatory School 1999 — 2003
High School Diploma
Michael Britton's Bank of America Merrill Lynch Experience June 2009 - August 2009
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte March 2014 - Present
Deloitte September 2011 - May 2014
Morgan Stanley June 2011 - August 2011
Citigroup May 2010 - August 2010
Citigroup October 2009 - December 2009
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Bloomberg, Valuation, Wealth Management, Private Equity, Finance, Corporate Finance, Due Diligence, Fixed Income, Economics, Investment Banking, Psychic Readings, Equities, Capital Markets, Microsoft Excel, Microsoft Office
Education
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration and Concentration in Finance
Boston University - London Study Abroad Program 2009 — 2009
International Finance, Economics
St. Joseph's Prep 2003 — 2007
Deloitte March 2014 - Present
Deloitte September 2011 - May 2014
Morgan Stanley June 2011 - August 2011
Citigroup May 2010 - August 2010
Citigroup October 2009 - December 2009
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Bloomberg, Valuation, Wealth Management, Private Equity, Finance, Corporate Finance, Due Diligence, Fixed Income, Economics, Investment Banking, Psychic Readings, Equities, Capital Markets, Microsoft Excel, Microsoft Office
Education
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration and Concentration in Finance
Boston University - London Study Abroad Program 2009 — 2009
International Finance, Economics
St. Joseph's Prep 2003 — 2007
Thomas Yeh Thomas Yeh's Bank of America Merrill Lynch Experience July 2010 - June 2013
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Hitachi Data Systems June 2009 - July 2010
Skills
Bloomberg, Equity Research, Valuation, Corporate Finance, Equities, Financial Modeling, Financial Analysis
Education
Stanford University 2005 — 2010
Bachelor of Arts (BA), Economics
Fudan University 2007 — 2008
Morgan Stanley July 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Hitachi Data Systems June 2009 - July 2010
Skills
Bloomberg, Equity Research, Valuation, Corporate Finance, Equities, Financial Modeling, Financial Analysis
Education
Stanford University 2005 — 2010
Bachelor of Arts (BA), Economics
Fudan University 2007 — 2008
Chung Chan Chung Chan's Bank of America Merrill Lynch Experience August 2012 - Present
Job Assistant Vice President at Merrill Lynch, FRM
Industry Banking
Experience
Bank of America Merrill Lynch August 2012 - Present
Bank of America March 2011 - July 2012
SWS RESEARCH CO., LTD July 2010 - September 2010
HENG GANG E&T CO., LTD 2005 - 2008
Skills
VBA, Derivatives, Valuation, Python, Quantitative Finance, Financial Modeling, SAS, Fixed Income, Bloomberg, R, Quantitative Analytics, Credit Risk, SQL, Interest Rate...
Education
University of Michigan 2009 — 2010
Master of Science (M.Sc.), Financial Engineering
Fudan University 2005 — 2009
Bachelor, Applied Mathematics
Bank of America Merrill Lynch August 2012 - Present
Bank of America March 2011 - July 2012
SWS RESEARCH CO., LTD July 2010 - September 2010
HENG GANG E&T CO., LTD 2005 - 2008
Skills
VBA, Derivatives, Valuation, Python, Quantitative Finance, Financial Modeling, SAS, Fixed Income, Bloomberg, R, Quantitative Analytics, Credit Risk, SQL, Interest Rate...
Education
University of Michigan 2009 — 2010
Master of Science (M.Sc.), Financial Engineering
Fudan University 2005 — 2009
Bachelor, Applied Mathematics
Alexander Kerdman's Bank of America Merrill Lynch Experience May 2013 - Present
Job Assistant General Counsel at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch May 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2007 - May 2013
Bank of America Merrill Lynch January 2010 - October 2010
J.P. Morgan Securities Inc. December 2008 - February 2009
U.S. District Court, EDNY September 2006 - December 2006
Office of the Attorney General of the State of New York June 2006 - August 2006
UBS Securities September 2005 - May 2006
PricewaterhouseCoopers 2002 - 2004
Skills
Broker-Dealer, Prime Brokerage, ISDA, Negotiation, Legal Writing, Accounting, Русский, Corporations, Financial Services, Arbitration, Alternative Investments, Litigation, Commercial Litigation, Trading, FINRA, Securities Lending, Swaps
Education
Fordham University School of Law 2004 — 2007
J.D.
New York University - Leonard N. Stern School of Business 1999 — 2002
B.S., Accounting and Finance
Stuyvesant High School
Bank of America Merrill Lynch May 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2007 - May 2013
Bank of America Merrill Lynch January 2010 - October 2010
J.P. Morgan Securities Inc. December 2008 - February 2009
U.S. District Court, EDNY September 2006 - December 2006
Office of the Attorney General of the State of New York June 2006 - August 2006
UBS Securities September 2005 - May 2006
PricewaterhouseCoopers 2002 - 2004
Skills
Broker-Dealer, Prime Brokerage, ISDA, Negotiation, Legal Writing, Accounting, Русский, Corporations, Financial Services, Arbitration, Alternative Investments, Litigation, Commercial Litigation, Trading, FINRA, Securities Lending, Swaps
Education
Fordham University School of Law 2004 — 2007
J.D.
New York University - Leonard N. Stern School of Business 1999 — 2002
B.S., Accounting and Finance
Stuyvesant High School
Abraham Mercado Abraham Mercado's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate at NYU Stern School of Business
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
V2A – Vision to Action Strategic Management Consultants July 2012 - July 2014
Fordham Political Review November 2009 - May 2012
Deutsche Bank June 2011 - August 2011
Skills
Financial Analysis, Team Leadership, Excel, Access, Latin America, Research, Spanish, Microsoft Word, Microsoft Office, Statistics, Public Speaking, Credit, Fundraising, Financial Modeling, Strategic Planning, PowerPoint, French, Political Risk Analysis, Economic Research, Economics, International Relations, international trade, International Marketing, Business Strategy, International Trade, Finance, Microsoft Excel, Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Banking, Finance, and Economics
Fordham University 2008 — 2012
Bachelor of Arts, International Political Economy
Colegio San Ignacio de Loyola 2002 — 2008
High School Diploma
Bank of America Merrill Lynch June 2015 - August 2015
V2A – Vision to Action Strategic Management Consultants July 2012 - July 2014
Fordham Political Review November 2009 - May 2012
Deutsche Bank June 2011 - August 2011
Skills
Financial Analysis, Team Leadership, Excel, Access, Latin America, Research, Spanish, Microsoft Word, Microsoft Office, Statistics, Public Speaking, Credit, Fundraising, Financial Modeling, Strategic Planning, PowerPoint, French, Political Risk Analysis, Economic Research, Economics, International Relations, international trade, International Marketing, Business Strategy, International Trade, Finance, Microsoft Excel, Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Banking, Finance, and Economics
Fordham University 2008 — 2012
Bachelor of Arts, International Political Economy
Colegio San Ignacio de Loyola 2002 — 2008
High School Diploma
Avery Harper Avery Harper's Bank of America Merrill Lynch Experience August 2013 - February 2015
Job Relationship Manager at Dwell Finance
Industry Financial Services
Experience
Dwell Finance March 2015 - Present
Bank of America Merrill Lynch August 2013 - February 2015
Bank of America Merrill Lynch January 2012 - August 2013
Northeast Georgia Bank June 2007 - January 2012
Skills
Microsoft Excel, Sales, Training, Microsoft Office, PowerPoint, Leadership, Management, Marketing, Customer Service, Team Building, Public Speaking, Marketing Strategy, Credit, Banking, Loans
Education
Gardner-Webb University 2003 — 2007
Bachelor of Science (B.S.)
Dwell Finance March 2015 - Present
Bank of America Merrill Lynch August 2013 - February 2015
Bank of America Merrill Lynch January 2012 - August 2013
Northeast Georgia Bank June 2007 - January 2012
Skills
Microsoft Excel, Sales, Training, Microsoft Office, PowerPoint, Leadership, Management, Marketing, Customer Service, Team Building, Public Speaking, Marketing Strategy, Credit, Banking, Loans
Education
Gardner-Webb University 2003 — 2007
Bachelor of Science (B.S.)
Christine Y Zhao's Bank of America Merrill Lynch Experience September 2013 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2013 - Present
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2010 - July 2011
JPMorgan March 2008 - July 2010
American Express 2007 - March 2008
American Express July 2005 - December 2006
American Express March 2003 - July 2005
FedEx Corporation July 2002 - February 2003
Goldman Sachs June 2001 - August 2001
FedEx Corporation February 1998 - August 2000
Skills
Corporate Development, Business Management, Cantonese, Mergers, Business Strategy, Competitive Analysis, Strategy, Management, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Services, Investments, Risk Management, Venture Capital, Financial Modeling, Due Diligence, Portfolio Management, P&L Financial Management, Equities, Business Development, Executive Management, Analytics
Education
Harvard Business School 2000 — 2002
MBA
Fudan University
Bachelor of Science (BS)
University of Alabama
Master's degree
Bank of America Merrill Lynch September 2013 - Present
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2010 - July 2011
JPMorgan March 2008 - July 2010
American Express 2007 - March 2008
American Express July 2005 - December 2006
American Express March 2003 - July 2005
FedEx Corporation July 2002 - February 2003
Goldman Sachs June 2001 - August 2001
FedEx Corporation February 1998 - August 2000
Skills
Corporate Development, Business Management, Cantonese, Mergers, Business Strategy, Competitive Analysis, Strategy, Management, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Services, Investments, Risk Management, Venture Capital, Financial Modeling, Due Diligence, Portfolio Management, P&L Financial Management, Equities, Business Development, Executive Management, Analytics
Education
Harvard Business School 2000 — 2002
MBA
Fudan University
Bachelor of Science (BS)
University of Alabama
Master's degree
Alfredo Jr Gonzalez's Bank of America Merrill Lynch Experience June 1996 - Present
Job
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch June 1996 - Present
Skills
Trading Systems, Disaster Recovery, IT Strategy, SDLC, Business Analysis, Fixed Income, Electronic Trading, IT Management, Risk Management, Equities
Education
Fordham University 2015 — 2016
Master’s Degree, Cybersecurity
Fordham University 1992 — 1996
BA, Computer Science
Bank of America Merrill Lynch June 1996 - Present
Skills
Trading Systems, Disaster Recovery, IT Strategy, SDLC, Business Analysis, Fixed Income, Electronic Trading, IT Management, Risk Management, Equities
Education
Fordham University 2015 — 2016
Master’s Degree, Cybersecurity
Fordham University 1992 — 1996
BA, Computer Science
Joseph Barrette's Bank of America Merrill Lynch Experience December 2012 - Present
Job Credit Products Officer at Bank of America Merrill Lynch
Industry Real Estate
Experience
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 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
Tom Nieliwocki's Bank of America Merrill Lynch Experience 2010 - 2012
Job Structured Debt Risk
Industry Financial Services
Experience
Structured Debt Advisory 2012 - 2013
Bank of America Merrill Lynch 2010 - 2012
Bank of America Merrill Lynch February 2004 - 2010
Fitch Ratings 2001 - 2004
FGIC - GE Capital 1998 - 2001
Skills
Structured Finance, Commercial Real Estate, Auto loans, Residential real estate, Asset Based Finance, Cashflow Analysis, Document Review, Credit Risk, ABS, Loans, CMBS, RMBS, Capital Markets, Commercial Mortgages, Credit, Portfolio Management, Financial Structuring, Finance, Risk Management, Securitization
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers University-New Brunswick
Structured Debt Advisory 2012 - 2013
Bank of America Merrill Lynch 2010 - 2012
Bank of America Merrill Lynch February 2004 - 2010
Fitch Ratings 2001 - 2004
FGIC - GE Capital 1998 - 2001
Skills
Structured Finance, Commercial Real Estate, Auto loans, Residential real estate, Asset Based Finance, Cashflow Analysis, Document Review, Credit Risk, ABS, Loans, CMBS, RMBS, Capital Markets, Commercial Mortgages, Credit, Portfolio Management, Financial Structuring, Finance, Risk Management, Securitization
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers University-New Brunswick
Klejdi Pecani's Bank of America Merrill Lynch Experience December 2006 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2006 - Present
Amaranth June 2006 - December 2006
Skills
Project Management, Equities, Financial Analysis, Fixed Income, Analysis, Capital Markets, Derivatives, Bloomberg, Electronic Trading, Middle Office, Market Data, Financial Markets
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Pace University - Lubin School of Business 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Bank of America Merrill Lynch December 2006 - Present
Amaranth June 2006 - December 2006
Skills
Project Management, Equities, Financial Analysis, Fixed Income, Analysis, Capital Markets, Derivatives, Bloomberg, Electronic Trading, Middle Office, Market Data, Financial Markets
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Pace University - Lubin School of Business 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Vincent Zahn, CFA's Bank of America Merrill Lynch Experience May 2006 - October 2011
Job VP of Finance and Investor Relations at Pinnacle Entertainment
Industry Gambling & Casinos
Experience
Pinnacle Entertainment October 2011 - Present
Bank of America Merrill Lynch May 2006 - October 2011
Prudential Equity Group April 2003 - May 2006
Skills
Casino, Gaming Industry, Financial Modeling, Gaming
Education
Fordham University 1996 — 2001
Bergen Catholic 1992 — 1995
1995, General
Pinnacle Entertainment October 2011 - Present
Bank of America Merrill Lynch May 2006 - October 2011
Prudential Equity Group April 2003 - May 2006
Skills
Casino, Gaming Industry, Financial Modeling, Gaming
Education
Fordham University 1996 — 2001
Bergen Catholic 1992 — 1995
1995, General
Allison Steinmaus's Bank of America Merrill Lynch Experience 2007 - 2011
Job
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch 2007 - 2011
Catholic Relief Services June 2006 - August 2006
Whole Foods Market 2004 - 2005
Peace Corps 2000 - 2003
Skills
Economics, Policy Analysis, Econometrics, Program Development, Non-profits, International..., Research, Statistics, Community Outreach, Data Analysis, Policy, Analysis, Economic Development
Education
Fordham University 2005 — 2007
Master of Arts (M.A.), International Political Economy and Development
University of Iowa 1995 — 1999
B.A., Anthropology and Linguistics
Bank of America Merrill Lynch 2007 - 2011
Catholic Relief Services June 2006 - August 2006
Whole Foods Market 2004 - 2005
Peace Corps 2000 - 2003
Skills
Economics, Policy Analysis, Econometrics, Program Development, Non-profits, International..., Research, Statistics, Community Outreach, Data Analysis, Policy, Analysis, Economic Development
Education
Fordham University 2005 — 2007
Master of Arts (M.A.), International Political Economy and Development
University of Iowa 1995 — 1999
B.A., Anthropology and Linguistics
Milko Campusano's Bank of America Merrill Lynch Experience April 2002 - November 2014
Job Founder, Milko Capital Management
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2002 - November 2014
JP MORGAN CHASE BANK 1991 - 2002
Skills
Foreign Exchange, Financial Markets, Fixed Income, Trading, FX Options, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Investment Banking, Banking, Electronic Trading, Equities, Options, Bloomberg, Portfolio Management, Global Macro, Commodity Markets, Risk Management, FX Trading, Currency
Education
Fordham University
Bank of America Merrill Lynch April 2002 - November 2014
JP MORGAN CHASE BANK 1991 - 2002
Skills
Foreign Exchange, Financial Markets, Fixed Income, Trading, FX Options, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Investment Banking, Banking, Electronic Trading, Equities, Options, Bloomberg, Portfolio Management, Global Macro, Commodity Markets, Risk Management, FX Trading, Currency
Education
Fordham University
Midge Walker's Bank of America Merrill Lynch Experience April 2005 - Present
Job VP Product Specialist II
Industry Banking
Experience
Bank of America Merrill Lynch April 2005 - Present
COUNTRYWIDE SECURITIES April 2005 - March 2009
Education
Franklin University 1988 — 1993
Bank of America Merrill Lynch April 2005 - Present
COUNTRYWIDE SECURITIES April 2005 - March 2009
Education
Franklin University 1988 — 1993
Sean Srivatsava Shanker's Bank of America Merrill Lynch Experience July 2015 - Present
Job Equities Trading
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Citi October 2007 - Present
Merrill Lynch Global Markets and Investment Banking June 2003 - October 2007
Skills
Equities, Equity Trading, ETFs, Market Making, Derivatives Trading, Series 3, Series 7,..., Electronic Trading, Trading Systems, Trading, Capital Markets, Derivatives, Series 4
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Dual degree in Finance & Transnational Management
University at Buffalo 2001 — 2003
MS, Computer Science and Engineering
Bank of America Merrill Lynch July 2015 - Present
Citi October 2007 - Present
Merrill Lynch Global Markets and Investment Banking June 2003 - October 2007
Skills
Equities, Equity Trading, ETFs, Market Making, Derivatives Trading, Series 3, Series 7,..., Electronic Trading, Trading Systems, Trading, Capital Markets, Derivatives, Series 4
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Dual degree in Finance & Transnational Management
University at Buffalo 2001 — 2003
MS, Computer Science and Engineering
Michael Madura's Bank of America Merrill Lynch Experience 2006 - Present
Job Principal at Bank of America
Industry Financial Services
Experience
Bank of America 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Credit Suisse October 1986 - September 2006
EF Hutton 1983 - 1986
Skills
Equities, Equity Derivatives, Settlement, Trading, Securities Lending, Operational Risk..., Capital Markets, Investment Banking, Prime Brokerage, Risk Management, Operational Risk, Alternative Investments, Asset Management, Fixed Income
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance/Investment Management
Ithaca College 1979 — 1983
B.S., Finance/Economics
Bank of America 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Credit Suisse October 1986 - September 2006
EF Hutton 1983 - 1986
Skills
Equities, Equity Derivatives, Settlement, Trading, Securities Lending, Operational Risk..., Capital Markets, Investment Banking, Prime Brokerage, Risk Management, Operational Risk, Alternative Investments, Asset Management, Fixed Income
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance/Investment Management
Ithaca College 1979 — 1983
B.S., Finance/Economics
Craig Stites's Bank of America Merrill Lynch Experience March 1996 - June 2014
Job Municipal Securities Senior Compliance Manager at US Bank
Industry Financial Services
Experience
US Bank July 2014 - Present
Bank of America Merrill Lynch March 1996 - June 2014
Olde Discount Corporation August 1995 - February 1996
Days Inn (W&T Investments) June 1991 - July 1995
Skills
Risk Management, Series 7, Capital Markets, Financial Risk, Fixed Income, Derivatives, Series 63, Investments, Trading, Securities
Education
Gardner-Webb University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
US Bank July 2014 - Present
Bank of America Merrill Lynch March 1996 - June 2014
Olde Discount Corporation August 1995 - February 1996
Days Inn (W&T Investments) June 1991 - July 1995
Skills
Risk Management, Series 7, Capital Markets, Financial Risk, Fixed Income, Derivatives, Series 63, Investments, Trading, Securities
Education
Gardner-Webb University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Peter Conniff's Bank of America Merrill Lynch Experience January 2015 - Present
Job Scottrade
Industry Capital Markets
Experience
Bank of America Merrill Lynch January 2015 - Present
Scottrade July 2013 - Present
Merrill Lynch 1987 - 2011
Skills
Equities, Securities, Capital Markets, Trading, Series 63, Alternative Investments, Financial Services, Financial Markets, Back Office, Investments, Asset Management, Investment Strategies, Private Equity, Portfolio Management, Investment Banking, FINRA
Education
Fordham University 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
Xavier High School
Bank of America Merrill Lynch January 2015 - Present
Scottrade July 2013 - Present
Merrill Lynch 1987 - 2011
Skills
Equities, Securities, Capital Markets, Trading, Series 63, Alternative Investments, Financial Services, Financial Markets, Back Office, Investments, Asset Management, Investment Strategies, Private Equity, Portfolio Management, Investment Banking, FINRA
Education
Fordham University 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
Xavier High School
Sara Itzkovics's Bank of America Merrill Lynch Experience September 2008 - September 2009
Job Sales Service Representative at Quad/Graphics
Industry Printing
Experience
Quad/Graphics June 2012 - Present
Quad/Graphics January 2012 - June 2012
Quad/Graphics August 2011 - January 2012
Quad/Graphics May 2011 - July 2011
Quad/Graphics January 2011 - May 2011
Quad/Graphics September 2010 - January 2011
Fordham University December 2007 - June 2010
City of Bellevue May 2005 - January 2010
Bank of America Merrill Lynch September 2008 - September 2009
Fordham University Emergency Medical Services October 2006 - May 2009
Skills
Project Management, Account Management, Prioritize Workload, Microsoft Excel, Outlook, Client Relations, Sales, Salesforce.com, Customer Service, Microsoft Office, Process Scheduler, Microsoft Word, Social Media, Mac, Time Management, Analysis, PowerPoint, Microsoft CRM, Editing, Offset Printing, Public Speaking, Adobe Acrobat, Research, Adobe Creative Suite, InDesign
Education
Fordham Gabelli School of Business 2006 — 2010
Bachelors of Science, Finance, Law & Ethical Studies
Newport High School 2002 — 2006
Quad/Graphics June 2012 - Present
Quad/Graphics January 2012 - June 2012
Quad/Graphics August 2011 - January 2012
Quad/Graphics May 2011 - July 2011
Quad/Graphics January 2011 - May 2011
Quad/Graphics September 2010 - January 2011
Fordham University December 2007 - June 2010
City of Bellevue May 2005 - January 2010
Bank of America Merrill Lynch September 2008 - September 2009
Fordham University Emergency Medical Services October 2006 - May 2009
Skills
Project Management, Account Management, Prioritize Workload, Microsoft Excel, Outlook, Client Relations, Sales, Salesforce.com, Customer Service, Microsoft Office, Process Scheduler, Microsoft Word, Social Media, Mac, Time Management, Analysis, PowerPoint, Microsoft CRM, Editing, Offset Printing, Public Speaking, Adobe Acrobat, Research, Adobe Creative Suite, InDesign
Education
Fordham Gabelli School of Business 2006 — 2010
Bachelors of Science, Finance, Law & Ethical Studies
Newport High School 2002 — 2006
Ish Arora's Bank of America Merrill Lynch Experience March 2006 - Present
Job Asst. Vice President ( Accounting and Risk Control) Bank of America Securities
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2006 - Present
Education
Fordham University
IIT Delhi
Bank of America Merrill Lynch March 2006 - Present
Education
Fordham University
IIT Delhi
Daniel South's Bank of America Merrill Lynch Experience June 2010 - April 2013
Job Senior Oracle Programmer Analyst AML Compliance at An International Bank
Industry Financial Services
Experience
An International Bank July 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Albridge Solutions 2007 - 2010
Deutsche Bank 1996 - 2007
Skills
SDLC, Oracle, SQL, Software Project..., PL/SQL, Enterprise Architecture, Business Intelligence, Unix, Business Analysis
Education
Geneva College
B.S., Computer Science
An International Bank July 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Albridge Solutions 2007 - 2010
Deutsche Bank 1996 - 2007
Skills
SDLC, Oracle, SQL, Software Project..., PL/SQL, Enterprise Architecture, Business Intelligence, Unix, Business Analysis
Education
Geneva College
B.S., Computer Science
Lihua Yang's Bank of America Merrill Lynch Experience 2009 - Present
Job SVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2000 - 2009
Prudential Financial 1999 - 2000
Citi 1996 - 1999
Harvard University 1994 - 1996
Skills
Portfolio Management, Risk Management, Capital Markets, Credit, Derivatives
Education
University of Wisconsin-Madison
Master's Degree, Statistics
Fudan University
Bachelor's Degree, Applied Mathematics
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2000 - 2009
Prudential Financial 1999 - 2000
Citi 1996 - 1999
Harvard University 1994 - 1996
Skills
Portfolio Management, Risk Management, Capital Markets, Credit, Derivatives
Education
University of Wisconsin-Madison
Master's Degree, Statistics
Fudan University
Bachelor's Degree, Applied Mathematics
Christie Briccetti's Bank of America Merrill Lynch Experience October 2012 - May 2013
Job Corporate Counsel at Broadridge
Industry Law Practice
Experience
Broadridge March 2015 - Present
Fried Frank January 2010 - February 2015
Bank of America Merrill Lynch October 2012 - May 2013
Westchester County District Attorney's Office September 2009 - December 2009
Fried Frank May 2008 - August 2008
United States District Court, Southern District of New York May 2007 - August 2007
Caramoor Center for Music and the Arts May 2001 - August 2006
Skills
Securities Regulation, Securities, Corporate Law, Corporate Governance, Private Equity, Mergers, Due Diligence, Mergers & Acquisitions
Education
Fordham University School of Law 2006 — 2009
JD, Law
Lehigh University 2001 — 2005
BA, Sociology, English
Broadridge March 2015 - Present
Fried Frank January 2010 - February 2015
Bank of America Merrill Lynch October 2012 - May 2013
Westchester County District Attorney's Office September 2009 - December 2009
Fried Frank May 2008 - August 2008
United States District Court, Southern District of New York May 2007 - August 2007
Caramoor Center for Music and the Arts May 2001 - August 2006
Skills
Securities Regulation, Securities, Corporate Law, Corporate Governance, Private Equity, Mergers, Due Diligence, Mergers & Acquisitions
Education
Fordham University School of Law 2006 — 2009
JD, Law
Lehigh University 2001 — 2005
BA, Sociology, English
Andrew Basa's Bank of America Merrill Lynch Experience April 1998 - Present
Job Director Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 1998 - Present
Education
Fordham University 1988 — 1992
BA, Economics
Northern Highlands Regional High School
Bank of America Merrill Lynch April 1998 - Present
Education
Fordham University 1988 — 1992
BA, Economics
Northern Highlands Regional High School
Vivian Vivacqua's Bank of America Merrill Lynch Experience October 2011 - January 2013
Job CIB Internal Audit Business Management at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan April 2014 - May 2015
J.P. Morgan January 2013 - April 2014
Bank of America Merrill Lynch October 2011 - January 2013
Bank of America Merrill Lynch April 2008 - October 2011
Skills
Investment Banking, Accounting, Analysis, Financial Reporting, Strategic Financial..., Building Relationships, Foreign Languages, Financial Accounting, Financial Markets, Budgets, Finance, Forecasting, Business Performance..., Banking Relationships, Business Planning, Interpersonal Skill, Organized Multi-tasker, Corporate Events, Time Management, Flexibility, Organization, Close Attention to..., Purchasing Negotiation, Strategic Negotiations, KPI implementation, Procurement, Process Improvement, Financial Planning, Corporate Finance, Banking
Education
Fundação Getulio Vargas 2012 — 2012
Post Grad, Financial Institutions
Saint Paul Institute 2012 — 2012
Executive Education, Investment Banking
Universidade Paulista 2007 — 2010
Bachelor's degree, Accounting
J.P. Morgan May 2015 - Present
J.P. Morgan April 2014 - May 2015
J.P. Morgan January 2013 - April 2014
Bank of America Merrill Lynch October 2011 - January 2013
Bank of America Merrill Lynch April 2008 - October 2011
Skills
Investment Banking, Accounting, Analysis, Financial Reporting, Strategic Financial..., Building Relationships, Foreign Languages, Financial Accounting, Financial Markets, Budgets, Finance, Forecasting, Business Performance..., Banking Relationships, Business Planning, Interpersonal Skill, Organized Multi-tasker, Corporate Events, Time Management, Flexibility, Organization, Close Attention to..., Purchasing Negotiation, Strategic Negotiations, KPI implementation, Procurement, Process Improvement, Financial Planning, Corporate Finance, Banking
Education
Fundação Getulio Vargas 2012 — 2012
Post Grad, Financial Institutions
Saint Paul Institute 2012 — 2012
Executive Education, Investment Banking
Universidade Paulista 2007 — 2010
Bachelor's degree, Accounting
Sam Pepe's Bank of America Merrill Lynch Experience 2010 - March 2012
Job Portfolio Manager at Webster Bank
Industry Banking
Experience
Webster Bank April 2015 - Present
Merrill Lynch November 2012 - October 2014
Merrill Lynch April 2012 - November 2012
Bank of America Merrill Lynch 2010 - March 2012
Banc of America Securities September 2009 - August 2010
Merrill Lynch July 2008 - August 2009
Skills
Fixed Income, Trading, Bloomberg, Bloomberg Terminal, Series 7, Treasury, Series 63, Equities, Securities, Financial Modeling, Investments, FSA, Bonds, Capital Markets, Derivatives, Financial Analysis, Hedge Funds, Rates
Education
Fordham University 2004 — 2008
Bachelors, Finance, Economics
University of New South Wales 2006 — 2006
Webster Bank April 2015 - Present
Merrill Lynch November 2012 - October 2014
Merrill Lynch April 2012 - November 2012
Bank of America Merrill Lynch 2010 - March 2012
Banc of America Securities September 2009 - August 2010
Merrill Lynch July 2008 - August 2009
Skills
Fixed Income, Trading, Bloomberg, Bloomberg Terminal, Series 7, Treasury, Series 63, Equities, Securities, Financial Modeling, Investments, FSA, Bonds, Capital Markets, Derivatives, Financial Analysis, Hedge Funds, Rates
Education
Fordham University 2004 — 2008
Bachelors, Finance, Economics
University of New South Wales 2006 — 2006
Philip Bianchi's Bank of America Merrill Lynch Experience May 2013 - Present
Job Financial Institutions Group, Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
Freeman & Co. July 2012 - May 2013
American Capital, Ltd. January 2008 - July 2009
Bear Stearns 2005 - 2007
Argent Mortgage 2003 - 2005
Education
Johns Hopkins SAIS 2010 — 2012
M.A. in International Economics/Relations, Economics
University of Virginia Darden School of Business 2009 — 2012
MBA
Fulbright 2002 — 2003
Fulbright Grant, Diplomatic History
Fordham University 1998 — 2002
B.A., Philosophy and Political Science
Bank of America Merrill Lynch May 2013 - Present
Freeman & Co. July 2012 - May 2013
American Capital, Ltd. January 2008 - July 2009
Bear Stearns 2005 - 2007
Argent Mortgage 2003 - 2005
Education
Johns Hopkins SAIS 2010 — 2012
M.A. in International Economics/Relations, Economics
University of Virginia Darden School of Business 2009 — 2012
MBA
Fulbright 2002 — 2003
Fulbright Grant, Diplomatic History
Fordham University 1998 — 2002
B.A., Philosophy and Political Science
Erica Joseph Kelly's Bank of America Merrill Lynch Experience December 2014 - Present
Job Assistant Vice President at Bank of America Merrill Lynch, MBA
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2010 - Present
Merrill Lynch November 2005 - June 2010
Skills
Securities, Equities, Fixed Income, Middle Office, Options
Education
Saint Peter's University
Master of Business Administration (MBA), International Business/Risk Management
Fordham University 2000 — 2004
Business Administration, Finance
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2010 - Present
Merrill Lynch November 2005 - June 2010
Skills
Securities, Equities, Fixed Income, Middle Office, Options
Education
Saint Peter's University
Master of Business Administration (MBA), International Business/Risk Management
Fordham University 2000 — 2004
Business Administration, Finance
Marla Moskowitz-Hesse's Bank of America Merrill Lynch Experience June 2011 - Present
Job Managing Director/Global Registration Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Barclays Capital July 2009 - June 2011
Merrill Lynch June 1988 - June 2009
Skills
Securities, FINRA, AML, Securities Regulation, Series 24, Capital Markets
Education
Fordham University School of Law 1996 — 2000
JD, Law
Rider University 1992 — 1995
BSBA, Business Administration
Bank of America Merrill Lynch June 2011 - Present
Barclays Capital July 2009 - June 2011
Merrill Lynch June 1988 - June 2009
Skills
Securities, FINRA, AML, Securities Regulation, Series 24, Capital Markets
Education
Fordham University School of Law 1996 — 2000
JD, Law
Rider University 1992 — 1995
BSBA, Business Administration
Steven DeSanctis's Bank of America Merrill Lynch Experience 1996 - 2009
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
BAS-ML 2009 - Present
Merrill Lynch June 2007 - Present
Bank of America Merrill Lynch 1996 - 2009
Prudential Equity Group 1996 - 2007
Prudential Financial 1996 - 2007
Skills
Series 7, Series 63, Equity Trading, Equities, Equity Research, CFA, Series 24, Finance, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Portfolio Management, Chartered Financial..., Institutional..., Investment Management
Education
Saint John's University 1986 — 1990
BS, Finance, General
Fordham Gabelli School of Business
MBA, Finance
BAS-ML 2009 - Present
Merrill Lynch June 2007 - Present
Bank of America Merrill Lynch 1996 - 2009
Prudential Equity Group 1996 - 2007
Prudential Financial 1996 - 2007
Skills
Series 7, Series 63, Equity Trading, Equities, Equity Research, CFA, Series 24, Finance, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Portfolio Management, Chartered Financial..., Institutional..., Investment Management
Education
Saint John's University 1986 — 1990
BS, Finance, General
Fordham Gabelli School of Business
MBA, Finance
Jack shannon's Bank of America Merrill Lynch Experience June 2004 - Present
Job Managing Director, BofAML
Industry Legal Services
Experience
Bank of America Merrill Lynch June 2004 - Present
Banc of America Securities 2004 - 2009
UBS Investment Bank August 2001 - June 2004
Skills
Compliance, Securities
Education
Fordham University School of Law 1981 — 1984
JD, Law
Bank of America Merrill Lynch June 2004 - Present
Banc of America Securities 2004 - 2009
UBS Investment Bank August 2001 - June 2004
Skills
Compliance, Securities
Education
Fordham University School of Law 1981 — 1984
JD, Law
Elizabeth Buckel's Bank of America Merrill Lynch Experience July 2008 - July 2010
Job Litigation Associate at Cahill Gordon & Reindel
Industry Law Practice
Experience
Cahill Gordon & Reindel May 2012 - July 2012
Export-Import Bank of the United States June 2011 - August 2011
Bank of America Merrill Lynch July 2008 - July 2010
Education
Georgetown University Law Center 2010 — 2013
J.D.
Georgetown University 2004 — 2008
B.S.F.S., International Political Economy, International Development
Cahill Gordon & Reindel May 2012 - July 2012
Export-Import Bank of the United States June 2011 - August 2011
Bank of America Merrill Lynch July 2008 - July 2010
Education
Georgetown University Law Center 2010 — 2013
J.D.
Georgetown University 2004 — 2008
B.S.F.S., International Political Economy, International Development
William Meehan's Bank of America Merrill Lynch Experience June 2007 - October 2009
Job Senior Compliance Officer at CIBC World Markets Corp.
Industry Capital Markets
Experience
CIBC World Markets Corp. December 2011 - Present
MF Global Inc. November 2009 - December 2011
Bank of America Merrill Lynch June 2007 - October 2009
Boston Stock Exchange March 2005 - June 2007
Bear, Stearns & Co. January 1998 - March 2005
Skills
Dodd-Frank, Capital Markets, Equities, Equity Derivatives, Fixed Income, Commodities, Electronic Trading, Swaps, Securities Regulation, Trading Systems, Compliance, Securities
Education
Fordham Law School 1995 — 1999
JD
Saint Peters University
BA, Political Science
Bergen Catholic High School
CIBC World Markets Corp. December 2011 - Present
MF Global Inc. November 2009 - December 2011
Bank of America Merrill Lynch June 2007 - October 2009
Boston Stock Exchange March 2005 - June 2007
Bear, Stearns & Co. January 1998 - March 2005
Skills
Dodd-Frank, Capital Markets, Equities, Equity Derivatives, Fixed Income, Commodities, Electronic Trading, Swaps, Securities Regulation, Trading Systems, Compliance, Securities
Education
Fordham Law School 1995 — 1999
JD
Saint Peters University
BA, Political Science
Bergen Catholic High School
Peter Griffin's Bank of America Merrill Lynch Experience May 2015 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2011 - May 2015
Watermark Advisors, LLC September 2010 - December 2010
Bank of America June 2010 - August 2010
T Rowe Price September 2009 - December 2009
GNI Capital May 2009 - September 2009
Collin Street Bakery, Inc. December 2008 - January 2009
Skills
Electronic Trading, Equity Trading, Equities, Capital Markets, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Financial Modeling, Hedge Funds, Valuation, Derivatives, Investment Banking, Fixed Income
Education
Furman University 2007 — 2011
B.A., Economics, Business Administration
City University of London 2009 — 2009
Semester Abroad, Investment Management
The Hill School 2004 — 2007
H.S.
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2011 - May 2015
Watermark Advisors, LLC September 2010 - December 2010
Bank of America June 2010 - August 2010
T Rowe Price September 2009 - December 2009
GNI Capital May 2009 - September 2009
Collin Street Bakery, Inc. December 2008 - January 2009
Skills
Electronic Trading, Equity Trading, Equities, Capital Markets, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Financial Modeling, Hedge Funds, Valuation, Derivatives, Investment Banking, Fixed Income
Education
Furman University 2007 — 2011
B.A., Economics, Business Administration
City University of London 2009 — 2009
Semester Abroad, Investment Management
The Hill School 2004 — 2007
H.S.
Scott Reinhart's Bank of America Merrill Lynch Experience March 2010 - December 2011
Job Senior Attorney, Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP June 2015 - Present
Commodity Futures Trading Commission June 2014 - May 2015
Commodity Futures Trading Commission January 2014 - June 2014
Commodity Futures Trading Commission December 2011 - January 2014
Bank of America Merrill Lynch March 2010 - December 2011
Lehman Brothers Holdings Inc. February 2009 - March 2010
Lehman Brothers/Barclays Capital July 2007 - January 2009
Shearman and Sterling October 2003 - July 2007
Education
New York University School of Law 2001 — 2003
J.D., Law
Fordham University School of Law 2000 — 2001
University of Pennsylvania 1997 — 2000
B.A., Political Science
Penn State University 1996 — 1997
Cleary Gottlieb Steen & Hamilton LLP June 2015 - Present
Commodity Futures Trading Commission June 2014 - May 2015
Commodity Futures Trading Commission January 2014 - June 2014
Commodity Futures Trading Commission December 2011 - January 2014
Bank of America Merrill Lynch March 2010 - December 2011
Lehman Brothers Holdings Inc. February 2009 - March 2010
Lehman Brothers/Barclays Capital July 2007 - January 2009
Shearman and Sterling October 2003 - July 2007
Education
New York University School of Law 2001 — 2003
J.D., Law
Fordham University School of Law 2000 — 2001
University of Pennsylvania 1997 — 2000
B.A., Political Science
Penn State University 1996 — 1997
Michael Mara's Bank of America Merrill Lynch Experience July 2014 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Morgan Stanley 2007 - May 2014
Barclays Capital 2006 - 2007
Barclays Capital 2004 - 2006
US Clearing/ Fleet Securities 2002 - 2004
Skills
Equities, Prime Brokerage, Trading, Hedge Funds, Fixed Income, Bloomberg, Securities, Securities Lending, Series 7, Collateral Management, Series 63, Derivatives, Series 24
Education
Fordham University 1998 — 2002
BS, Finance, Economics Minor
St. Peter's Prep 1994 — 1998
Bank of America Merrill Lynch July 2014 - Present
Morgan Stanley 2007 - May 2014
Barclays Capital 2006 - 2007
Barclays Capital 2004 - 2006
US Clearing/ Fleet Securities 2002 - 2004
Skills
Equities, Prime Brokerage, Trading, Hedge Funds, Fixed Income, Bloomberg, Securities, Securities Lending, Series 7, Collateral Management, Series 63, Derivatives, Series 24
Education
Fordham University 1998 — 2002
BS, Finance, Economics Minor
St. Peter's Prep 1994 — 1998
Thomas E. Lewis's Bank of America Merrill Lynch Experience January 2011 - June 2011
Job GWMG Capital Markets at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Morgan Stanley January 2013 - January 2014
Bank of America Merrill Lynch January 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Valuation, Financial Analysis, Investments, Capital Markets, Investment Banking, Equity Research, Global Currencies, Risk Management, Risk Assessment, Global Currency, Electronic Payment..., Wealth Management, Economics, Options, Bloomberg Terminal, Fixed Income, Hedge Funds, Analysis, Project Management, Structured Investments, Statistics, Operational Risk..., Asset Management, Networking, Microeconomics, Corporate Finance, Financial Markets, Derivatives, Financial Risk, Mutual Funds
Education
Fordham University 2007 — 2011
BS, Finance, Economics
Fordham University 2007 — 2011
BS, Finance; Economics
East Chapel Hill High School 2004 — 2007
Nishimachi International School 1994 — 2004
Morgan Stanley Smith Barney March 2012 - Present
Morgan Stanley January 2013 - January 2014
Bank of America Merrill Lynch January 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Valuation, Financial Analysis, Investments, Capital Markets, Investment Banking, Equity Research, Global Currencies, Risk Management, Risk Assessment, Global Currency, Electronic Payment..., Wealth Management, Economics, Options, Bloomberg Terminal, Fixed Income, Hedge Funds, Analysis, Project Management, Structured Investments, Statistics, Operational Risk..., Asset Management, Networking, Microeconomics, Corporate Finance, Financial Markets, Derivatives, Financial Risk, Mutual Funds
Education
Fordham University 2007 — 2011
BS, Finance, Economics
Fordham University 2007 — 2011
BS, Finance; Economics
East Chapel Hill High School 2004 — 2007
Nishimachi International School 1994 — 2004
Morgan Zuckerman Green's Bank of America Merrill Lynch Experience June 2015 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley September 2014 - June 2015
Nomura Securities June 2014 - August 2014
Nomura August 2010 - June 2014
BtownNights.com July 2008 - August 2010
VMdirect April 2006 - August 2009
Skills
Corporate Communications, Internal Communications, Event Planning, Event Management, Media Relations, Project Management, Strategy, Social Networking, Fundraising, Financial Analysis, Marketing, Microsoft Office, Business Strategy, New Business Development, Business Development, Entrepreneurship, Social Media, Strategic Communications, Public Relations, Microsoft Excel, Management, Leadership, Financial Modeling, Finance, Investment Banking
Education
Fordham Gabelli School of Business 2013 — 2015
MBA, Finance
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley September 2014 - June 2015
Nomura Securities June 2014 - August 2014
Nomura August 2010 - June 2014
BtownNights.com July 2008 - August 2010
VMdirect April 2006 - August 2009
Skills
Corporate Communications, Internal Communications, Event Planning, Event Management, Media Relations, Project Management, Strategy, Social Networking, Fundraising, Financial Analysis, Marketing, Microsoft Office, Business Strategy, New Business Development, Business Development, Entrepreneurship, Social Media, Strategic Communications, Public Relations, Microsoft Excel, Management, Leadership, Financial Modeling, Finance, Investment Banking
Education
Fordham Gabelli School of Business 2013 — 2015
MBA, Finance
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Mario Dubovici's Bank of America Merrill Lynch Experience 2007 - Present
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2007 - Present
Citigroup 2007 - 2007
HSBC Securities 2005 - 2007
Barclays Capital 2004 - 2005
Scotiabank April 2002 - March 2004
Skills
Securities, Securities Lending, Finance, Capital Markets, Fixed Income, Equities, Hedge Funds, Negotiation, Investment Banking, Structured Products, Structured Finance, Alternative Investments, Management, Bonds, Valuation, Financial Services, Asset Management, Due Diligence, Credit Derivatives, Derivatives
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance and Management
Fordham University 1994 — 1998
BA, Economics and Computer Science
St George Academy 1990 — 1994
Bank of America Merrill Lynch 2007 - Present
Citigroup 2007 - 2007
HSBC Securities 2005 - 2007
Barclays Capital 2004 - 2005
Scotiabank April 2002 - March 2004
Skills
Securities, Securities Lending, Finance, Capital Markets, Fixed Income, Equities, Hedge Funds, Negotiation, Investment Banking, Structured Products, Structured Finance, Alternative Investments, Management, Bonds, Valuation, Financial Services, Asset Management, Due Diligence, Credit Derivatives, Derivatives
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance and Management
Fordham University 1994 — 1998
BA, Economics and Computer Science
St George Academy 1990 — 1994
Shane Hwang's Bank of America Merrill Lynch Experience June 2011 - February 2013
Job MBA Candidate at Yale School of Management
Industry Internet
Experience
JNS Management August 2012 - Present
Amazon June 2015 - August 2015
VerbalizeIt October 2013 - March 2014
Bank of America Merrill Lynch June 2011 - February 2013
Bank of America Merrill Lynch June 2008 - June 2011
Mercer May 2007 - August 2007
Cadogan Management LLC June 2006 - October 2006
Quantum Corporate Funding, Ltd. June 2005 - September 2005
Skills
Financial Analysis, Valuation, Capital Markets, Investment Banking, Financial Modeling, Leveraged Finance, Due Diligence, Microsoft Office, Series 63, Series 79, Actuarial Exams (P/1..., Finance, Private Equity, Corporate Finance, Alternative Investments, Bloomberg
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
New York University, Stern School of Business 2004 — 2008
Bachelor of Science (BS), Finance / Actuarial Science, Magna Cum Laude
Freie Universität Berlin 2013 — 2013
Intensive Summer Course, German A1+
Institute of Culinary Education 2013 — 2013
Condensed Culinary Arts Education
JNS Management August 2012 - Present
Amazon June 2015 - August 2015
VerbalizeIt October 2013 - March 2014
Bank of America Merrill Lynch June 2011 - February 2013
Bank of America Merrill Lynch June 2008 - June 2011
Mercer May 2007 - August 2007
Cadogan Management LLC June 2006 - October 2006
Quantum Corporate Funding, Ltd. June 2005 - September 2005
Skills
Financial Analysis, Valuation, Capital Markets, Investment Banking, Financial Modeling, Leveraged Finance, Due Diligence, Microsoft Office, Series 63, Series 79, Actuarial Exams (P/1..., Finance, Private Equity, Corporate Finance, Alternative Investments, Bloomberg
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
New York University, Stern School of Business 2004 — 2008
Bachelor of Science (BS), Finance / Actuarial Science, Magna Cum Laude
Freie Universität Berlin 2013 — 2013
Intensive Summer Course, German A1+
Institute of Culinary Education 2013 — 2013
Condensed Culinary Arts Education
Xinqi Su's Bank of America Merrill Lynch Experience March 2013 - Present
Job Technology Associate at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
eBay July 2010 - July 2011
Skills
Java, C, SQL, Python, Matlab, JSP development, PHP, JavaScript, ColdFusion, GWT
Education
Stony Brook University 2011 — 2013
Master of Science, Computer Science
Fudan University 2007 — 2011
Bachelor of Engineering, Software Engineering
High School Affiliated to Shanghai Jiao Tong University
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
eBay July 2010 - July 2011
Skills
Java, C, SQL, Python, Matlab, JSP development, PHP, JavaScript, ColdFusion, GWT
Education
Stony Brook University 2011 — 2013
Master of Science, Computer Science
Fudan University 2007 — 2011
Bachelor of Engineering, Software Engineering
High School Affiliated to Shanghai Jiao Tong University
Derya Tanghe's Bank of America Merrill Lynch Experience January 2010 - July 2010
Job
Industry Management Consulting
Experience
Global Strategic Associates, LLC April 2011 - Present
Bank of America Merrill Lynch January 2010 - July 2010
Modern Bank, N.A. July 2009 - September 2009
Fortman Cline Capital Markets May 2009 - July 2009
Headquarters PR / Conceptor PRM January 2009 - May 2009
Celerity Inc November 2008 - March 2009
Security Bank Of the Philippines December 2008 - January 2009
United Nations May 2006 - August 2006
Skills
Due Diligence, Capital Markets, Investment Banking, Market Research, Economics, Financial Modeling, Emerging Markets, Investments, Management Consulting, Analysis, Venture Capital, Asset Management, Strategy, Business Development, Finance
Education
Fordham University 2008 — 2010
B.S, Business Administration, concentation in Finance, minor in Economics
Hofstra University 2006 — 2008
B.S., International Business
ISM 2002 — 2006
Global Strategic Associates, LLC April 2011 - Present
Bank of America Merrill Lynch January 2010 - July 2010
Modern Bank, N.A. July 2009 - September 2009
Fortman Cline Capital Markets May 2009 - July 2009
Headquarters PR / Conceptor PRM January 2009 - May 2009
Celerity Inc November 2008 - March 2009
Security Bank Of the Philippines December 2008 - January 2009
United Nations May 2006 - August 2006
Skills
Due Diligence, Capital Markets, Investment Banking, Market Research, Economics, Financial Modeling, Emerging Markets, Investments, Management Consulting, Analysis, Venture Capital, Asset Management, Strategy, Business Development, Finance
Education
Fordham University 2008 — 2010
B.S, Business Administration, concentation in Finance, minor in Economics
Hofstra University 2006 — 2008
B.S., International Business
ISM 2002 — 2006
Amanda Tooker's Bank of America Merrill Lynch Experience August 2014 - Present
Job Analyst, Business Selection & Conflicts at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
TriLatino.org November 2013 - September 2014
ING Capital, LLC March 2014 - May 2014
ING Capital, LLC September 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Data Analysis
Education
King's College London, U. of London 2012 — 2013
Master's degree, International Political Economy
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), International Political Economy, Spanish Language and Literature, Political Science (Minor)
Eastport South Manor
Bank of America Merrill Lynch August 2014 - Present
TriLatino.org November 2013 - September 2014
ING Capital, LLC March 2014 - May 2014
ING Capital, LLC September 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Data Analysis
Education
King's College London, U. of London 2012 — 2013
Master's degree, International Political Economy
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), International Political Economy, Spanish Language and Literature, Political Science (Minor)
Eastport South Manor
Yi Ge (Gary)'s Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Senior Software Engineer at Oracle
Industry Computer Software
Experience
Oracle June 2013 - Present
University of Pennsylvania September 2011 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Institute of Intelligent Image and Signal Processing, Fudan University September 2010 - June 2011
eBay July 2010 - December 2010
Sun Microsystems' China Innovation Research Program September 2009 - January 2010
Skills
Java, JavaScript, C, C++, Matlab, HTML, SQL, Visual Studio, Eclipse, SQL Server, Oracle, MySQL, LaTeX, Python, QTP, Prolog, Machine Learning, Algorithms, Web Services, Perl, Computer Science, Linux, Distributed Systems, Programming, Android, Objective-C
Education
University of Pennsylvania 2011 — 2013
Master of Science in Engineering, Computer and Information Science
Fudan University 2007 — 2011
Bachelor of Science, Information Security
High School Affiliated to Fudan University 2004 — 2007
Oracle June 2013 - Present
University of Pennsylvania September 2011 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Institute of Intelligent Image and Signal Processing, Fudan University September 2010 - June 2011
eBay July 2010 - December 2010
Sun Microsystems' China Innovation Research Program September 2009 - January 2010
Skills
Java, JavaScript, C, C++, Matlab, HTML, SQL, Visual Studio, Eclipse, SQL Server, Oracle, MySQL, LaTeX, Python, QTP, Prolog, Machine Learning, Algorithms, Web Services, Perl, Computer Science, Linux, Distributed Systems, Programming, Android, Objective-C
Education
University of Pennsylvania 2011 — 2013
Master of Science in Engineering, Computer and Information Science
Fudan University 2007 — 2011
Bachelor of Science, Information Security
High School Affiliated to Fudan University 2004 — 2007
Michael Caso's Bank of America Merrill Lynch Experience December 2010 - Present
Job Intern at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2010 - Present
Education
Fordham University 2007 — 2011
Bank of America Merrill Lynch December 2010 - Present
Education
Fordham University 2007 — 2011
Alison Rand's Bank of America Merrill Lynch Experience June 2013 - Present
Job Associate, M&A at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2012
Merrill Lynch July 2008 - July 2011
Skills
Investment Banking, Bloomberg, Hedge Funds, Equities, Valuation, Capital Markets, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Structured Finance, Emerging Markets, Bloomberg Terminal, Securities
Education
Fordham University 2012 — 2013
Master of Science (MS), Finance, General
University of Oxford 2005 — 2008
Bachelor of Arts (B.A.), Economics and Management
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2012
Merrill Lynch July 2008 - July 2011
Skills
Investment Banking, Bloomberg, Hedge Funds, Equities, Valuation, Capital Markets, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Structured Finance, Emerging Markets, Bloomberg Terminal, Securities
Education
Fordham University 2012 — 2013
Master of Science (MS), Finance, General
University of Oxford 2005 — 2008
Bachelor of Arts (B.A.), Economics and Management
Daniel Colonna's Bank of America Merrill Lynch Experience August 2013 - August 2014
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
UBS Investment Bank April 2011 - August 2013
Silverstone Capital March 2008 - April 2011
Bank of America January 2006 - March 2008
Bank of America July 2002 - December 2005
J.P. Morgan October 2000 - July 2002
Skills
CFA
Education
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Finance and Economics
BlackRock August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
UBS Investment Bank April 2011 - August 2013
Silverstone Capital March 2008 - April 2011
Bank of America January 2006 - March 2008
Bank of America July 2002 - December 2005
J.P. Morgan October 2000 - July 2002
Skills
CFA
Education
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Finance and Economics
maggie Maggie_Zhao2002's Bank of America Merrill Lynch Experience December 2003 - February 2014
Job Oracle DBA at Gilead Sciences
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2003 - February 2014
Gilead Sciences 2014 - 2014
ESCALATE INC February 2002 - April 2003
HOMESTORE.COM August 1998 - February 2002
Lifeguard, Inc July 1997 - August 1998
Foundation Health System January 1996 - July 1997
Patel & Cruz, CPAs July 1993 - December 1995
Skills
Oracle RAC, Oracle Certified DBA, 11gR2, Oracle RMAN, Oracle Dataguard, Oracle OEM, Unix shell scripting, Performance Tuning, RMAN, SQL, PL/SQL, Perl, PostgreSQL, Data Warehousing, data marts
Education
San Francisco State University 1990 — 1992
Master in Business Administration
Fudan University 1985 — 1989
Bachelor's degree, Computer Science
Bank of America Merrill Lynch December 2003 - February 2014
Gilead Sciences 2014 - 2014
ESCALATE INC February 2002 - April 2003
HOMESTORE.COM August 1998 - February 2002
Lifeguard, Inc July 1997 - August 1998
Foundation Health System January 1996 - July 1997
Patel & Cruz, CPAs July 1993 - December 1995
Skills
Oracle RAC, Oracle Certified DBA, 11gR2, Oracle RMAN, Oracle Dataguard, Oracle OEM, Unix shell scripting, Performance Tuning, RMAN, SQL, PL/SQL, Perl, PostgreSQL, Data Warehousing, data marts
Education
San Francisco State University 1990 — 1992
Master in Business Administration
Fudan University 1985 — 1989
Bachelor's degree, Computer Science
Mario Perricone's Bank of America Merrill Lynch Experience June 2013 - May 2015
Job Global Commercial Banking Credit Analyst at Bank of America
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ May 2015 - Present
Bank of America Merrill Lynch June 2013 - May 2015
Sumitomo Mitsui Banking Corporation June 2012 - March 2013
Fordham Preparatory Academy January 2009 - February 2013
Port Authority of NY & NJ June 2011 - September 2011
WithumSmith+Brown June 2010 - August 2010
Skills
Financial Analysis, Finance, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Corporate Finance, Microsoft Word, Risk Management, Financial Accounting, Bloomberg, Analysis, Accounting
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Loyola University of Chicago 2011 — 2012
Other, Semester Abroad
Fordham University
Gabelli School of Business, Rose Hill Campus
B.S. Degree, Finance; Economics; Value Investing
Bank of Tokyo-Mitsubishi UFJ May 2015 - Present
Bank of America Merrill Lynch June 2013 - May 2015
Sumitomo Mitsui Banking Corporation June 2012 - March 2013
Fordham Preparatory Academy January 2009 - February 2013
Port Authority of NY & NJ June 2011 - September 2011
WithumSmith+Brown June 2010 - August 2010
Skills
Financial Analysis, Finance, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Corporate Finance, Microsoft Word, Risk Management, Financial Accounting, Bloomberg, Analysis, Accounting
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Loyola University of Chicago 2011 — 2012
Other, Semester Abroad
Fordham University
Gabelli School of Business, Rose Hill Campus
B.S. Degree, Finance; Economics; Value Investing
Peter Ghaly's Bank of America Merrill Lynch Experience February 2015 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch August 2012 - January 2015
Skills
Equity Derivatives
Education
Fordham University 2008 — 2012
Bachelor's Degree, Finance, General
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch August 2012 - January 2015
Skills
Equity Derivatives
Education
Fordham University 2008 — 2012
Bachelor's Degree, Finance, General
Thomas O'Brien, CFA's Bank of America Merrill Lynch Experience July 2015 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs July 2004 - July 2015
Prudential Financial March 2000 - July 2004
Education
Franklin & Marshall College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs July 2004 - July 2015
Prudential Financial March 2000 - July 2004
Education
Franklin & Marshall College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Hongxiang (Charles) Xu's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job UCLA Economics PhD Candidate
Industry
Experience
GCL Solar Energy, Inc. September 2014 - October 2014
Bank of America Merrill Lynch June 2014 - August 2014
Xin Tian Fund Management Co. Ltd. June 2013 - September 2013
Citi July 2007 - September 2007
Bank of China July 2006 - August 2006
Chinese Market Economy Research Association July 2005 - August 2005
Jiangsu Information Center July 2004 - August 2004
Skills
Matlab, R, Eviews, Microsoft Office, Bloomberg, Mandarin, Linux, Time Series Analysis, Financial Econometrics, Research, Stata, SPSS, Macroeconomics, International Finance, C++ (Basic), MySQL (basic)
Education
University of California, Los Angeles 2010 — 2014
Doctor of Philosophy (PhD), Economics
New York University 2008 — 2010
Master's degree, Economics
Shanghai International Studies University 2004 — 2008
Bachelor's degree, Economics
Fudan University 2005 — 2007
Minor, Law
Nanjing Foreign Language School
GCL Solar Energy, Inc. September 2014 - October 2014
Bank of America Merrill Lynch June 2014 - August 2014
Xin Tian Fund Management Co. Ltd. June 2013 - September 2013
Citi July 2007 - September 2007
Bank of China July 2006 - August 2006
Chinese Market Economy Research Association July 2005 - August 2005
Jiangsu Information Center July 2004 - August 2004
Skills
Matlab, R, Eviews, Microsoft Office, Bloomberg, Mandarin, Linux, Time Series Analysis, Financial Econometrics, Research, Stata, SPSS, Macroeconomics, International Finance, C++ (Basic), MySQL (basic)
Education
University of California, Los Angeles 2010 — 2014
Doctor of Philosophy (PhD), Economics
New York University 2008 — 2010
Master's degree, Economics
Shanghai International Studies University 2004 — 2008
Bachelor's degree, Economics
Fudan University 2005 — 2007
Minor, Law
Nanjing Foreign Language School
Bruce Boehnlein's Bank of America Merrill Lynch Experience 1983 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch 1983 - 2013
Skills
Analysis, Banking
Education
University of South Carolina-Columbia 1981 — 1983
Master of Business Administration (M.B.A.), Finance, 3.9+
Furman University 1969 — 1973
Bachelor of Arts (B.A.), Economics and Business Administration
Bank of America Merrill Lynch 1983 - 2013
Skills
Analysis, Banking
Education
University of South Carolina-Columbia 1981 — 1983
Master of Business Administration (M.B.A.), Finance, 3.9+
Furman University 1969 — 1973
Bachelor of Arts (B.A.), Economics and Business Administration