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
Caroline Morgan Caroline Morgan's Bank of America Merrill Lynch Experience June 2013 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Hamilton College May 2012 - May 2013
News America Marketing June 2012 - August 2012
Hamilton College June 2011 - August 2011
Columbia University Medical Center June 2010 - August 2010
Skills
Social Media
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Art History
University College London, U. of London 2011 — 2012
Art History
Bank of America Merrill Lynch June 2013 - Present
Hamilton College May 2012 - May 2013
News America Marketing June 2012 - August 2012
Hamilton College June 2011 - August 2011
Columbia University Medical Center June 2010 - August 2010
Skills
Social Media
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Art History
University College London, U. of London 2011 — 2012
Art History
Shane Sandridge Shane Sandridge's Bank of America Merrill Lynch Experience May 2015 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch May 2013 - Present
Morgan Stanley June 2012 - April 2013
Airwatch, LLC May 2008 - May 2012
Georgia Tech Interfraternity Council November 2010 - December 2011
Morgan Stanley May 2011 - August 2011
Skills
Analysis, Technical Writing, Project Planning, Data Analysis, Proposal Writing, Project Management, Microsoft Office, Financial Analysis, Underwriting, Credit Analysis, Communication Skills, Banking, Finance, Team Leadership, Cross-functional Team..., Risk Management, Management, Microsoft Excel, Research, Leadership, Financial Modeling, Process Improvement
Education
Georgia Institute of Technology 2007 — 2011
Management, Finance and Information Technology
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch May 2013 - Present
Morgan Stanley June 2012 - April 2013
Airwatch, LLC May 2008 - May 2012
Georgia Tech Interfraternity Council November 2010 - December 2011
Morgan Stanley May 2011 - August 2011
Skills
Analysis, Technical Writing, Project Planning, Data Analysis, Proposal Writing, Project Management, Microsoft Office, Financial Analysis, Underwriting, Credit Analysis, Communication Skills, Banking, Finance, Team Leadership, Cross-functional Team..., Risk Management, Management, Microsoft Excel, Research, Leadership, Financial Modeling, Process Improvement
Education
Georgia Institute of Technology 2007 — 2011
Management, Finance and Information Technology
Araya Knight Araya Knight's Bank of America Merrill Lynch Experience January 2015 - Present
Job Customer Service Specialist
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Walgreens March 2014 - December 2014
United Consumers Financial Services October 2012 - February 2014
Sears, Roebuck and Co. September 2012 - January 2013
Wet N' Wild Emerald Point May 2010 - September 2010
R & A Entertainment 2010 - 2010
Skills
Customer Service, Customer Satisfaction, Food Preparation, Training, First Aid, Organization, Ground Handling, Stocking, Cleaning, Cashiering, Communication Skills, Teamwork, Data Entry, Sales, Telephone Skills, Retail, Cash Handling Experience, Cash Register, Time Management, Leadership, Inventory, Call Centers, Customer Retention, POS, Loss Prevention
Education
Guilford Technical Community College 2009 — 2011
some school, Cosmetology/Cosmetologist, General
Bank of America Merrill Lynch January 2015 - Present
Walgreens March 2014 - December 2014
United Consumers Financial Services October 2012 - February 2014
Sears, Roebuck and Co. September 2012 - January 2013
Wet N' Wild Emerald Point May 2010 - September 2010
R & A Entertainment 2010 - 2010
Skills
Customer Service, Customer Satisfaction, Food Preparation, Training, First Aid, Organization, Ground Handling, Stocking, Cleaning, Cashiering, Communication Skills, Teamwork, Data Entry, Sales, Telephone Skills, Retail, Cash Handling Experience, Cash Register, Time Management, Leadership, Inventory, Call Centers, Customer Retention, POS, Loss Prevention
Education
Guilford Technical Community College 2009 — 2011
some school, Cosmetology/Cosmetologist, General
Jeffrey Peters Jeffrey Peters's Bank of America Merrill Lynch Experience June 2008 - Present
Job Equity Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2008 - Present
Education
Hamilton College 1996 — 2000
Economics
Bank of America Merrill Lynch June 2008 - Present
Education
Hamilton College 1996 — 2000
Economics
Aleyda Maylone's Bank of America Merrill Lynch Experience June 2012 - September 2013
Job CAS Officer; Legal Account Services
Industry Investment Banking
Experience
Bank of America August 2015 - Present
Bank of America September 2013 - August 2015
Bank of America Merrill Lynch June 2012 - September 2013
The Children's Home Society March 2009 - June 2012
PRC Alternative Staffing May 2005 - March 2009
Independence Bank June 2003 - April 2005
Skills
Recruiting, Administration, Spanish, Leadership, QuickBooks, PowerPoint, Training, Administrative..., Leadership Development, Event Planning, Outlook, Data Entry, Human Resources, Accounts Payable, Customer Service, Payroll, Microsoft Office, Management, Risk Management, Banking, Microsoft Excel, Microsoft Word, Financial Services, Research, ADP Payroll
Education
Georgian Court University 2010 — 2011
MBA, Business Administration
Kean University 2007 — 2010
BS, Business Management
Ocean County College
AS, Business Administration2003-2007
Bank of America August 2015 - Present
Bank of America September 2013 - August 2015
Bank of America Merrill Lynch June 2012 - September 2013
The Children's Home Society March 2009 - June 2012
PRC Alternative Staffing May 2005 - March 2009
Independence Bank June 2003 - April 2005
Skills
Recruiting, Administration, Spanish, Leadership, QuickBooks, PowerPoint, Training, Administrative..., Leadership Development, Event Planning, Outlook, Data Entry, Human Resources, Accounts Payable, Customer Service, Payroll, Microsoft Office, Management, Risk Management, Banking, Microsoft Excel, Microsoft Word, Financial Services, Research, ADP Payroll
Education
Georgian Court University 2010 — 2011
MBA, Business Administration
Kean University 2007 — 2010
BS, Business Management
Ocean County College
AS, Business Administration2003-2007
Larry Fountain Larry Fountain's Bank of America Merrill Lynch Experience December 2010 - July 2012
Job Executive Vice President and Director of Corporate Banking at Mechanics Bank
Industry Banking
Experience
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Will Horstman Will Horstman's Bank of America Merrill Lynch Experience October 2011 - February 2013
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JPMorgan Chase February 2013 - January 2015
Bank of America Merrill Lynch October 2011 - February 2013
Bank of America April 2011 - October 2011
Bank of America July 2010 - April 2011
BREG International January 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Asset Management, Investments, Valuation, Portfolio Management
Education
The George Washington University - School of Business
Masters, Business Administration; International Business Finance
Hampden-Sydney College
Bachelor of Arts, History; Program
J.P. Morgan January 2015 - Present
JPMorgan Chase February 2013 - January 2015
Bank of America Merrill Lynch October 2011 - February 2013
Bank of America April 2011 - October 2011
Bank of America July 2010 - April 2011
BREG International January 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Asset Management, Investments, Valuation, Portfolio Management
Education
The George Washington University - School of Business
Masters, Business Administration; International Business Finance
Hampden-Sydney College
Bachelor of Arts, History; Program
Rupan Talwar Rupan Talwar's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Graduate Student at Syracuse University
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Wipro Limited June 2012 - July 2014
Tulip Telecom June 2011 - August 2011
Skills
Java, Struts, PHP, PL/SQL, J2EE Web Services, iOS development, Android Development, SOA, Agile Methodologies, HTML 5, Cloud Applications, C++, C, Mobile Applications, Spring, Eclipse CDT, CSS Javascript, Oracle PL/SQL..., Oracle SQL Developer, SharePoint Designer, Software Development, Android SDK, XML, Python, CSS, ITIL Process, RESTful WebServices, SQL, HTML, JavaScript, Java Enterprise Edition, MySQL, Data Structures
Education
Syracuse University 2014 — 2016
Master of Science (M.S.), Computer Engineering (Software), 3.75/4.0
Amity School of Engineering and Technology , GGSIP University 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Science, 3.80/4.0
Guru Gobind Singh Indraprastha University 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Science and Engineering, First
The Indian School 1996 — 2008
High School, First
Bank of America Merrill Lynch June 2015 - August 2015
Wipro Limited June 2012 - July 2014
Tulip Telecom June 2011 - August 2011
Skills
Java, Struts, PHP, PL/SQL, J2EE Web Services, iOS development, Android Development, SOA, Agile Methodologies, HTML 5, Cloud Applications, C++, C, Mobile Applications, Spring, Eclipse CDT, CSS Javascript, Oracle PL/SQL..., Oracle SQL Developer, SharePoint Designer, Software Development, Android SDK, XML, Python, CSS, ITIL Process, RESTful WebServices, SQL, HTML, JavaScript, Java Enterprise Edition, MySQL, Data Structures
Education
Syracuse University 2014 — 2016
Master of Science (M.S.), Computer Engineering (Software), 3.75/4.0
Amity School of Engineering and Technology , GGSIP University 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Science, 3.80/4.0
Guru Gobind Singh Indraprastha University 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Science and Engineering, First
The Indian School 1996 — 2008
High School, First
Brian McDonald, CFA Brian McDonald, CFA's Bank of America Merrill Lynch Experience April 2005 - Present
Job Credit Products Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2005 - Present
JPMorgan Chase February 2004 - April 2005
Skills
Portfolio Management, Financial Modeling, Banking, Financial Analysis, Equities, Credit, Risk Management, Financial Services, Investments, Credit Analysis, Valuation, Loans, Financial Markets, Corporate Finance, Commercial Banking, Credit Risk, Commercial Lending, Finance
Education
Grand Valley State University 2000 — 2003
Bachelor of Science (B.S.), Finance and Business Economics
Bank of America Merrill Lynch April 2005 - Present
JPMorgan Chase February 2004 - April 2005
Skills
Portfolio Management, Financial Modeling, Banking, Financial Analysis, Equities, Credit, Risk Management, Financial Services, Investments, Credit Analysis, Valuation, Loans, Financial Markets, Corporate Finance, Commercial Banking, Credit Risk, Commercial Lending, Finance
Education
Grand Valley State University 2000 — 2003
Bachelor of Science (B.S.), Finance and Business Economics
Aamandeep Singh's Bank of America Merrill Lynch Experience June 2015 - Present
Job Software application developer
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase June 2013 - Present
Bank of America May 2012 - December 2012
HCL Technologies India June 2009 - June 2011
HCL Technologies India June 2009 - January 2011
Skills
Java, JAX-WS, Web Services, Spring Framework, Core Java, Maven, Web Development, iBatis, JavaScript, Databases, Algorithms, Object Oriented Design, Data Structures, Tomcat, OOP, Java Enterprise Edition, Agile Methodologies, Multithreading, AJAX, JSON, REST
Education
The University of Texas at Dallas 2011 — 2013
Master of Science, Computer Science (Start
University Of Texas 2011 — 2013
Master of Science, Computer Science
Guru Gobind Singh Indraprastha University 2004 — 2008
Bachelor, Computer Science & Engineering
Guru Gobind Singh Indraprastha University 2004 — 2008
Bachelor, Computer Science & Engineering
ghps
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase June 2013 - Present
Bank of America May 2012 - December 2012
HCL Technologies India June 2009 - June 2011
HCL Technologies India June 2009 - January 2011
Skills
Java, JAX-WS, Web Services, Spring Framework, Core Java, Maven, Web Development, iBatis, JavaScript, Databases, Algorithms, Object Oriented Design, Data Structures, Tomcat, OOP, Java Enterprise Edition, Agile Methodologies, Multithreading, AJAX, JSON, REST
Education
The University of Texas at Dallas 2011 — 2013
Master of Science, Computer Science (Start
University Of Texas 2011 — 2013
Master of Science, Computer Science
Guru Gobind Singh Indraprastha University 2004 — 2008
Bachelor, Computer Science & Engineering
Guru Gobind Singh Indraprastha University 2004 — 2008
Bachelor, Computer Science & Engineering
ghps
Yuechen (Rachelle) Li Yuechen (Rachelle) Li's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job VC at Fenox Venture Capital
Industry Venture Capital & Private Equity
Experience
Fenox Venture Capital August 2013 - August 2014
InSITE Venture Capital March 2012 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
WMS Partners April 2012 - June 2012
Guangzhou Asian Games Organizing Committe November 2008 - December 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Industry Analysis, Venture Capital, Corporate Finance, Portfolio Management, Equity Research, Alternative Investments, Competitive Analysis, Due Diligence, Strategy, Investments, Private Equity, Strategic Planning, Analytics, Equities, Economics, Business Development, Emerging Markets, Leadership, Finance
Education
The Johns Hopkins University 2011 — 2013
Masters of Business Administration - Global MBA, Finance & Healthcare, 3.88
CFA Institute 2010 — 2012
CFA II Candidate
GARP, Global Association of Risk Professionals 2010 — 2012
FRM II Candidate
Guangdong University of Foreign Studies 2007 — 2011
Bachelor of Economics & Bachelor of Arts, Finance & English
Fenox Venture Capital August 2013 - August 2014
InSITE Venture Capital March 2012 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
WMS Partners April 2012 - June 2012
Guangzhou Asian Games Organizing Committe November 2008 - December 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Industry Analysis, Venture Capital, Corporate Finance, Portfolio Management, Equity Research, Alternative Investments, Competitive Analysis, Due Diligence, Strategy, Investments, Private Equity, Strategic Planning, Analytics, Equities, Economics, Business Development, Emerging Markets, Leadership, Finance
Education
The Johns Hopkins University 2011 — 2013
Masters of Business Administration - Global MBA, Finance & Healthcare, 3.88
CFA Institute 2010 — 2012
CFA II Candidate
GARP, Global Association of Risk Professionals 2010 — 2012
FRM II Candidate
Guangdong University of Foreign Studies 2007 — 2011
Bachelor of Economics & Bachelor of Arts, Finance & English
Charles David Edinger, MBA Charles David Edinger, MBA's Bank of America Merrill Lynch Experience October 2012 - November 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Bank of America Merrill Lynch October 2012 - November 2014
New York Life Insurance Company October 2011 - October 2012
Aithent Regulatory & Compliance Solutions 2006 - 2011
Rhoads Online Institute Inc. 2006 - 2011
RTCware/Penn Rhoads Institute 2003 - 2006
Seton Hall University - University College 2001 - 2003
EVCI Financial Services & Insurance Group 2000 - 2001
The College of Insurance / St. Johns University 1987 - 2000
Skills
Risk Management, Management, Insurance, Leadership, Financial Services, Investments, Strategic Planning, Financial Analysis, Financial Advisory, Financial Planning, Program Management, Asset Allocation, Marketing, Public Speaking, Wealth Management
Education
MBA, Seton Hall University, Stillman School of Business
MBA, Economics/Finance/Marketing
Harvard University Graduate School of Education
MLE, Adult Learning
Princeton Theological Seminary
M Div, Adult Learning & Religion
Gordon College 1971 — 1975
Bachelor of Arts, Social Science
Northeast High School 1968 — 1971
Academic Diploma
Wells Fargo Advisors December 2014 - Present
Bank of America Merrill Lynch October 2012 - November 2014
New York Life Insurance Company October 2011 - October 2012
Aithent Regulatory & Compliance Solutions 2006 - 2011
Rhoads Online Institute Inc. 2006 - 2011
RTCware/Penn Rhoads Institute 2003 - 2006
Seton Hall University - University College 2001 - 2003
EVCI Financial Services & Insurance Group 2000 - 2001
The College of Insurance / St. Johns University 1987 - 2000
Skills
Risk Management, Management, Insurance, Leadership, Financial Services, Investments, Strategic Planning, Financial Analysis, Financial Advisory, Financial Planning, Program Management, Asset Allocation, Marketing, Public Speaking, Wealth Management
Education
MBA, Seton Hall University, Stillman School of Business
MBA, Economics/Finance/Marketing
Harvard University Graduate School of Education
MLE, Adult Learning
Princeton Theological Seminary
M Div, Adult Learning & Religion
Gordon College 1971 — 1975
Bachelor of Arts, Social Science
Northeast High School 1968 — 1971
Academic Diploma
Anita Michelle Hemp Anita Michelle Hemp's Bank of America Merrill Lynch Experience July 2011 - Present
Job Proposal Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch July 2011 - Present
Skills
Consulting, Project Management, Strategic Planning, Training, Grant Writing, Non-profit Consulting, Nonprofits, Team Building, Strategy, Program Management, Proposal Writing, Process Improvement, Banking, Project Planning
Education
University of Phoenix 2013 — 2014
Master of Arts in Education (M.Ed), Adult Education and Training
Governors State University
Bachelors of Liberal Arts, Communication and Training
Lindblom Technical High School 1980 — 1984
Diploma, Math & Science
Bank of America Merrill Lynch July 2011 - Present
Skills
Consulting, Project Management, Strategic Planning, Training, Grant Writing, Non-profit Consulting, Nonprofits, Team Building, Strategy, Program Management, Proposal Writing, Process Improvement, Banking, Project Planning
Education
University of Phoenix 2013 — 2014
Master of Arts in Education (M.Ed), Adult Education and Training
Governors State University
Bachelors of Liberal Arts, Communication and Training
Lindblom Technical High School 1980 — 1984
Diploma, Math & Science
Clay McCoy Clay McCoy's Bank of America Merrill Lynch Experience July 2011 - September 2012
Job Associate, Infrastructure Investment Banking at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
Gruppo, Levey & Co. October 2012 - June 2013
Bank of America Merrill Lynch July 2011 - September 2012
Ernst & Young January 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Due Diligence, Investments, Private Equity, Mergers & Acquisitions
Education
Wake Forest University 2008 — 2009
Masters of Science, Accountancy
Hampden-Sydney College 2004 — 2008
BA, Economics and Commerce, Psychology
RBC Capital Markets July 2013 - Present
Gruppo, Levey & Co. October 2012 - June 2013
Bank of America Merrill Lynch July 2011 - September 2012
Ernst & Young January 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Due Diligence, Investments, Private Equity, Mergers & Acquisitions
Education
Wake Forest University 2008 — 2009
Masters of Science, Accountancy
Hampden-Sydney College 2004 — 2008
BA, Economics and Commerce, Psychology
Larry Ortega Larry Ortega's Bank of America Merrill Lynch Experience December 2012 - November 2013
Job Experienced Corporate Trainer
Industry Professional Training & Coaching
Experience
Aerotek September 2014 - February 2015
Rush Enterprises, Inc November 2013 - September 2014
Bank of America Merrill Lynch December 2012 - November 2013
Tiny Prints October 2010 - May 2012
Universal Laser Systems August 1998 - August 2009
Skills
Customer Service, Training, Team Building, Customer Satisfaction, Technical Support, SAP, Temporary Placement, Technical Training, Enterprise Software
Education
Glendale Community College
Aerotek September 2014 - February 2015
Rush Enterprises, Inc November 2013 - September 2014
Bank of America Merrill Lynch December 2012 - November 2013
Tiny Prints October 2010 - May 2012
Universal Laser Systems August 1998 - August 2009
Skills
Customer Service, Training, Team Building, Customer Satisfaction, Technical Support, SAP, Temporary Placement, Technical Training, Enterprise Software
Education
Glendale Community College
Gurleen Sohal Gurleen Sohal's Bank of America Merrill Lynch Experience January 2015 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch March 2012 - December 2014
MarketAxess June 2011 - August 2011
Oracle Financial Services Software Ltd November 2009 - June 2010
airtel June 2008 - July 2008
Skills
Java, Software Development, XML, Oracle, JavaScript, C++, SQL, C#, C, Shell Scripting, Unix, Web Technologies:..., Eclipse, PL/SQL, Perl, Programming Languages:..., Databases:Oracle..., Operating Systems:..., Python, Business Analysis, Software Project..., Project Management
Education
State University of New York at Stony Brook 2010 — 2011
MS, Computer Science
Guru Gobind Singh Indraprastha University 2005 — 2009
BTech, Computer Science
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch March 2012 - December 2014
MarketAxess June 2011 - August 2011
Oracle Financial Services Software Ltd November 2009 - June 2010
airtel June 2008 - July 2008
Skills
Java, Software Development, XML, Oracle, JavaScript, C++, SQL, C#, C, Shell Scripting, Unix, Web Technologies:..., Eclipse, PL/SQL, Perl, Programming Languages:..., Databases:Oracle..., Operating Systems:..., Python, Business Analysis, Software Project..., Project Management
Education
State University of New York at Stony Brook 2010 — 2011
MS, Computer Science
Guru Gobind Singh Indraprastha University 2005 — 2009
BTech, Computer Science
Tim Milazzo's Bank of America Merrill Lynch Experience September 2010 - December 2010
Job Sales Operations Manager, LiveRail at Facebook
Industry Internet
Experience
Facebook August 2014 - Present
LiveRail October 2013 - August 2014
Google June 2012 - October 2013
Google June 2011 - June 2012
Bank of America Merrill Lynch September 2010 - December 2010
CB Richard Ellis June 2010 - August 2010
Skills
Data Analysis, CRM, Strategy, Digital Media, Salesforce.com, Forecasting, Marketing Strategy, Sales, Online Advertising, Sales Operations, Analysis, Display Advertising, Account Management, Ad Exchanges, SQL, Video Advertising, Strategic Partnerships, Yield Management, Apex Programming, Competitive Intelligence
Education
Liberty University 2008 — 2011
B.S., Finance
Gordon College
Facebook August 2014 - Present
LiveRail October 2013 - August 2014
Google June 2012 - October 2013
Google June 2011 - June 2012
Bank of America Merrill Lynch September 2010 - December 2010
CB Richard Ellis June 2010 - August 2010
Skills
Data Analysis, CRM, Strategy, Digital Media, Salesforce.com, Forecasting, Marketing Strategy, Sales, Online Advertising, Sales Operations, Analysis, Display Advertising, Account Management, Ad Exchanges, SQL, Video Advertising, Strategic Partnerships, Yield Management, Apex Programming, Competitive Intelligence
Education
Liberty University 2008 — 2011
B.S., Finance
Gordon College
Jerry Cobas Jerry Cobas's Bank of America Merrill Lynch Experience August 2015 - Present
Job Trader Assistant at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Personal Investment Management October 2012 - Present
Bank of America Merrill Lynch December 2013 - August 2015
Bank of America Merrill Lynch February 2013 - December 2013
Light Tower Investments December 2011 - October 2012
Light Tower Investments April 2011 - December 2011
Merrill Lynch August 2010 - December 2010
Scottrade November 2009 - August 2010
GourmetCulinary.com February 2008 - November 2009
Cobas Metal Works November 2006 - July 2009
Skills
Options, FX, Equities, Financial Markets, ETFs, Derivatives, Commodities, Stocks, Trading, Risk, Excel, Word, Outlook, PowerPoint, Microsoft Word, Bloomberg Terminal, Visual Basic, Vlookup, Pivot Tables, Thompson One, Commodity, Financial Risk, Portfolio Management, Hedge Funds, Electronic Trading, Trading Systems, Technical Analysis, Risk Management, Trading Strategies, Securities, Investment Strategies, Investments, Fixed Income, Bloomberg, MicroStrategy Reporting, P&L reconciliation, Data Analysis, Bonds, Finance, Financial Modeling, Economics, Mutual Funds, Alternative Investments, Finman, LoanRunner, bucs, Valuation, Asset Management, Capital Markets, FX Options
Education
San Diego State University-California State University 2011 — 2012
BS Business Administration, Finance
CBOE 2011 — 2011
Options
Grossmont College 2008 — 2010
AS Business Administration, General Education, Business
Bank of America Merrill Lynch August 2015 - Present
Personal Investment Management October 2012 - Present
Bank of America Merrill Lynch December 2013 - August 2015
Bank of America Merrill Lynch February 2013 - December 2013
Light Tower Investments December 2011 - October 2012
Light Tower Investments April 2011 - December 2011
Merrill Lynch August 2010 - December 2010
Scottrade November 2009 - August 2010
GourmetCulinary.com February 2008 - November 2009
Cobas Metal Works November 2006 - July 2009
Skills
Options, FX, Equities, Financial Markets, ETFs, Derivatives, Commodities, Stocks, Trading, Risk, Excel, Word, Outlook, PowerPoint, Microsoft Word, Bloomberg Terminal, Visual Basic, Vlookup, Pivot Tables, Thompson One, Commodity, Financial Risk, Portfolio Management, Hedge Funds, Electronic Trading, Trading Systems, Technical Analysis, Risk Management, Trading Strategies, Securities, Investment Strategies, Investments, Fixed Income, Bloomberg, MicroStrategy Reporting, P&L reconciliation, Data Analysis, Bonds, Finance, Financial Modeling, Economics, Mutual Funds, Alternative Investments, Finman, LoanRunner, bucs, Valuation, Asset Management, Capital Markets, FX Options
Education
San Diego State University-California State University 2011 — 2012
BS Business Administration, Finance
CBOE 2011 — 2011
Options
Grossmont College 2008 — 2010
AS Business Administration, General Education, Business
Greg Coutu Greg Coutu's Bank of America Merrill Lynch Experience September 2013 - Present
Job Assistant Vice President P&L Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch August 2011 - September 2013
Skills
Change Management, Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Derivatives, Investment Banking, Business Analysis, Fixed Income, Risk Management, Finance, Outlook, PMO, Futures, Structured Notes, Bloomberg, Project Management, Equities, VBA, P&L Analysis
Education
Mercy College 2013 — 2015
Master of Business Administration (MBA), Finance, General
Loyola College in Maryland 2008 — 2011
Bachelors of Business Administration, Finance
Gettysburg College 2007 — 2008
Chaminade Highschool 2003 — 2007
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch August 2011 - September 2013
Skills
Change Management, Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Derivatives, Investment Banking, Business Analysis, Fixed Income, Risk Management, Finance, Outlook, PMO, Futures, Structured Notes, Bloomberg, Project Management, Equities, VBA, P&L Analysis
Education
Mercy College 2013 — 2015
Master of Business Administration (MBA), Finance, General
Loyola College in Maryland 2008 — 2011
Bachelors of Business Administration, Finance
Gettysburg College 2007 — 2008
Chaminade Highschool 2003 — 2007
Vignesh Ramesh's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job CoFounder & COO at rambl
Industry Mechanical or Industrial Engineering
Experience
rambl January 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bosch North America January 2014 - May 2014
Skills
Java, Research, Industrial Engineering, Python, Social Media, Leadership, Public Speaking, SQL, Microsoft Excel, HTML 5, CSS, jQuery, Visual Basic, JavaScript, Machine Learning, Microsoft Office, PowerPoint, Microsoft Word, Photoshop
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (BS), Industrial Engineering, 3.2
rambl January 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bosch North America January 2014 - May 2014
Skills
Java, Research, Industrial Engineering, Python, Social Media, Leadership, Public Speaking, SQL, Microsoft Excel, HTML 5, CSS, jQuery, Visual Basic, JavaScript, Machine Learning, Microsoft Office, PowerPoint, Microsoft Word, Photoshop
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (BS), Industrial Engineering, 3.2
John W. Horkan John W. Horkan's Bank of America Merrill Lynch Experience January 2011 - August 2011
Job Executive Director, SwapClear US, a service of LCH.Clearnet
Industry Financial Services
Experience
LCH.Clearnet April 2012 - Present
Bank of America Merrill Lynch January 2011 - August 2011
Bank of America Merrill Lynch August 2005 - December 2010
JP Morgan January 1999 - May 2005
JP Morgan September 1995 - January 1999
JP Morgan July 1992 - January 1994
Skills
Business Strategy, Client Analysis, Global Client Management, E-commerce, Project Management, Regulatory Reform, Fixed Income, Clearing Houses, Interest Rate..., Sales Management
Education
Hamilton College 1988 — 1992
Bachelor of Science, Political Science, Economics
University of Stockholm 1991 — 1991
LCH.Clearnet April 2012 - Present
Bank of America Merrill Lynch January 2011 - August 2011
Bank of America Merrill Lynch August 2005 - December 2010
JP Morgan January 1999 - May 2005
JP Morgan September 1995 - January 1999
JP Morgan July 1992 - January 1994
Skills
Business Strategy, Client Analysis, Global Client Management, E-commerce, Project Management, Regulatory Reform, Fixed Income, Clearing Houses, Interest Rate..., Sales Management
Education
Hamilton College 1988 — 1992
Bachelor of Science, Political Science, Economics
University of Stockholm 1991 — 1991
Stephanie Apsey Stephanie Apsey's Bank of America Merrill Lynch Experience June 2013 - Present
Job AVP, Municipal Credit Underwriter at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch January 2012 - June 2013
Bank of America Merrill Lynch September 2010 - January 2012
Mercantile Bank of Michigan January 2008 - September 2010
BeManaged May 2007 - December 2007
Menards May 2006 - August 2006
Menards April 2002 - August 2005
Skills
Financial Analysis, Credit Analysis, Finance
Education
University of Mississippi 2012 — 2014
Master of Business Administration (MBA)
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance & Economics
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch January 2012 - June 2013
Bank of America Merrill Lynch September 2010 - January 2012
Mercantile Bank of Michigan January 2008 - September 2010
BeManaged May 2007 - December 2007
Menards May 2006 - August 2006
Menards April 2002 - August 2005
Skills
Financial Analysis, Credit Analysis, Finance
Education
University of Mississippi 2012 — 2014
Master of Business Administration (MBA)
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance & Economics
Jenna Zivalich's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Global Wealth & Investment Management Summer Analyst at Merrill Lynch
Industry Financial Services
Experience
Georgia Institute of Technology June 2012 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Heritage Select Investment Fund May 2014 - August 2014
Alpha Delta Pi Sorority December 2013 - April 2014
The Spence August 2013 - January 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Python, Public Speaking, Data Analysis, Customer Service, Research, Teamwork, Event Planning
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Georgia Institute of Technology 2012 — 2016
Minor, Multi/Interdisciplinary Studies, Art History
Marist School 2007 — 2012
High School Diploma
Georgia Institute of Technology June 2012 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Heritage Select Investment Fund May 2014 - August 2014
Alpha Delta Pi Sorority December 2013 - April 2014
The Spence August 2013 - January 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Python, Public Speaking, Data Analysis, Customer Service, Research, Teamwork, Event Planning
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Georgia Institute of Technology 2012 — 2016
Minor, Multi/Interdisciplinary Studies, Art History
Marist School 2007 — 2012
High School Diploma
Wendy Wall's Bank of America Merrill Lynch Experience September 2015 - Present
Job Human Resources Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch March 2010 - September 2015
Bank of America July 2003 - March 2010
Gateway January 2001 - July 2003
Hawkeye Iron January 1997 - January 2001
Skills
Succession Planning, Talent Management, Onboarding, Talent Acquisition, Performance Management, Employee Engagement, Human Resources, Employee Relations, Workforce Planning, Organizational Design, Organizational..., Organizational..., Change Management, Personnel Management, Leadership Development, HR Policies
Education
Western Illinois University 1995 — 1999
MS, Education/Counseling, 3.50 GPA
Graceland University 1987 — 1991
BA, Sociology/Psychology
Pleasant valley high school 1983 — 1987
High School Diploma
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch March 2010 - September 2015
Bank of America July 2003 - March 2010
Gateway January 2001 - July 2003
Hawkeye Iron January 1997 - January 2001
Skills
Succession Planning, Talent Management, Onboarding, Talent Acquisition, Performance Management, Employee Engagement, Human Resources, Employee Relations, Workforce Planning, Organizational Design, Organizational..., Organizational..., Change Management, Personnel Management, Leadership Development, HR Policies
Education
Western Illinois University 1995 — 1999
MS, Education/Counseling, 3.50 GPA
Graceland University 1987 — 1991
BA, Sociology/Psychology
Pleasant valley high school 1983 — 1987
High School Diploma
Joanna Cornell Joanna Cornell's Bank of America Merrill Lynch Experience July 2012 - June 2015
Job JD / MBA Candidate at Harvard University
Industry Financial Services
Experience
Putney Student Travel July 2015 - July 2015
Bank of America Merrill Lynch July 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
United Nations Conference on Trade and Development May 2010 - August 2010
A.T. Kearney March 2010 - March 2010
U.S. Trade and Development Agency May 2009 - August 2009
Covington & Burling March 2009 - March 2009
Skills
Chinese, Financial Modeling, Microsoft Excel, Editing, Non-profits, Social Media, Policy Analysis, Politics, Stata, Political Science, Data Analysis, Spanish, Economics, Nonprofits, Research, International Relations, Mandarin, Finance
Education
Harvard Law School 2015 — 2019
Doctor of Law (J.D.)
Harvard Business School 2015 — 2019
Master of Business Administration (MBA)
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Economics, East Asian Studies
Thomas S. Wootton 2004 — 2008
High School
Putney Student Travel July 2015 - July 2015
Bank of America Merrill Lynch July 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
United Nations Conference on Trade and Development May 2010 - August 2010
A.T. Kearney March 2010 - March 2010
U.S. Trade and Development Agency May 2009 - August 2009
Covington & Burling March 2009 - March 2009
Skills
Chinese, Financial Modeling, Microsoft Excel, Editing, Non-profits, Social Media, Policy Analysis, Politics, Stata, Political Science, Data Analysis, Spanish, Economics, Nonprofits, Research, International Relations, Mandarin, Finance
Education
Harvard Law School 2015 — 2019
Doctor of Law (J.D.)
Harvard Business School 2015 — 2019
Master of Business Administration (MBA)
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Economics, East Asian Studies
Thomas S. Wootton 2004 — 2008
High School
Karena Erickson Karena Erickson's Bank of America Merrill Lynch Experience September 2010 - Present
Job Sr Credit Support Associate, AVP Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2010 - Present
Bank of America April 2008 - September 2010
Bank of America June 2002 - April 2008
Skills
Management, Customer Satisfaction, Credit, Customer Service, Banking, Portfolio Management, Loans, Sales, Credit Risk, Risk Management, Financial Analysis, Finance, Loan Origination
Education
Guilford Technical Community College
Associate, Arts
Bank of America Merrill Lynch September 2010 - Present
Bank of America April 2008 - September 2010
Bank of America June 2002 - April 2008
Skills
Management, Customer Satisfaction, Credit, Customer Service, Banking, Portfolio Management, Loans, Sales, Credit Risk, Risk Management, Financial Analysis, Finance, Loan Origination
Education
Guilford Technical Community College
Associate, Arts
Jason Cassity Jason Cassity's Bank of America Merrill Lynch Experience 1999 - Present
Job Director Corporate Debt Products Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 1999 - Present
Skills
Corporate Finance, Loans, Valuation, Credit, Cash Management, De Novo Bank Investment, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Banking, Investments, Equities, Mergers & Acquisitions, Finance
Education
The University of Dallas - Graduate School of Management 2003 — 2004
MBA, Corporate Finance
Harding University 1996 — 1999
BBA, Finance
Kingwood High School
Bank of America Merrill Lynch 1999 - Present
Skills
Corporate Finance, Loans, Valuation, Credit, Cash Management, De Novo Bank Investment, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Banking, Investments, Equities, Mergers & Acquisitions, Finance
Education
The University of Dallas - Graduate School of Management 2003 — 2004
MBA, Corporate Finance
Harding University 1996 — 1999
BBA, Finance
Kingwood High School
Theodore Shaw Theodore Shaw's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Vice President Investment Banking
Industry Investment Banking
Experience
Houlihan Lokey May 2014 - Present
The Seaport Group July 2012 - May 2014
RBC Capital Markets July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Millennium Partners September 2006 - June 2009
Education
University of California, Los Angeles 2009 — 2011
Master of Business Administration (MBA)
UCLA Anderson School of Management 2009 — 2011
MBA, Finance
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
Houlihan Lokey May 2014 - Present
The Seaport Group July 2012 - May 2014
RBC Capital Markets July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Millennium Partners September 2006 - June 2009
Education
University of California, Los Angeles 2009 — 2011
Master of Business Administration (MBA)
UCLA Anderson School of Management 2009 — 2011
MBA, Finance
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
Brian J. Davis's Bank of America Merrill Lynch Experience 1998 - Present
Job Project and Change Management
Industry Financial Services
Experience
Transition Services Corp December 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Fidelity Investments July 1995 - February 1998
Independant Consultant 1994 - 1995
SEI Investments 1990 - 1994
Skills
Program Management, Project Portfolio..., Change Management, Project Delivery, Process Improvement, Business Relationship..., Vendor Management, Account Management, Strategic Planning, Business Requirements, Quality Assurance, Risk Management, Operations Management, Wealth Management, Project Management, MS Project, Management, Investments, Management Consulting, Business Strategy, Consulting, Asset Management, Financial Services, Investment Management, Microsoft Project
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts, Management in Economonics
Transition Services Corp December 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Fidelity Investments July 1995 - February 1998
Independant Consultant 1994 - 1995
SEI Investments 1990 - 1994
Skills
Program Management, Project Portfolio..., Change Management, Project Delivery, Process Improvement, Business Relationship..., Vendor Management, Account Management, Strategic Planning, Business Requirements, Quality Assurance, Risk Management, Operations Management, Wealth Management, Project Management, MS Project, Management, Investments, Management Consulting, Business Strategy, Consulting, Asset Management, Financial Services, Investment Management, Microsoft Project
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts, Management in Economonics
Karan Gupte Karan Gupte's Bank of America Merrill Lynch Experience November 2014 - Present
Job Application Developer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan November 2012 - October 2014
Goldman Sachs July 2007 - November 2012
Goldman Sachs June 2006 - April 2007
New York University September 2005 - May 2006
Indian Institute of Technology, Bombay August 2004 - May 2005
Skills
Swing, Python, Slang, Perl, SQL, WPF, Sed, Java, SecDB, GUI, C#, Sybase, XML, Shell Scripting, Trading Systems, Hibernate, Spring, Unix Shell Scripting, VBA, Distributed Systems, Business Analysis
Education
New York University 2005 — 2007
M.S., Computer Science
Goldey-Beacom College 2007 — 2009
Master, Management
University of Mumbai 2001 — 2005
B.E, Computer Engineering
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan November 2012 - October 2014
Goldman Sachs July 2007 - November 2012
Goldman Sachs June 2006 - April 2007
New York University September 2005 - May 2006
Indian Institute of Technology, Bombay August 2004 - May 2005
Skills
Swing, Python, Slang, Perl, SQL, WPF, Sed, Java, SecDB, GUI, C#, Sybase, XML, Shell Scripting, Trading Systems, Hibernate, Spring, Unix Shell Scripting, VBA, Distributed Systems, Business Analysis
Education
New York University 2005 — 2007
M.S., Computer Science
Goldey-Beacom College 2007 — 2009
Master, Management
University of Mumbai 2001 — 2005
B.E, Computer Engineering
Seare Kidane Seare Kidane's Bank of America Merrill Lynch Experience May 2011 - August 2011
Job Senior Analyst at HSBC
Industry Financial Services
Experience
HSBC April 2015 - Present
BB&T Capital Markets January 2013 - April 2015
BB&T July 2012 - January 2013
Bank of America Merrill Lynch May 2011 - August 2011
Sponsors for Educational Opportunity 2011 - 2011
Federal Home Loan Bank June 2010 - August 2010
Federal Home Loan Bank of Atlanta May 2010 - August 2010
Georgia State University September 2009 - May 2010
Walgreens May 2009 - May 2010
Skills
Financial Analysis, Derivatives, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Underwriting, Banking, Microsoft Excel
Education
Georgia State University 2008 — 2012
Economics and Finance
Georgia State University 2008 — 2012
Bachelors, Economics and Finance
Georgia State University, Robinson College of Business
Bachelors of Business Administration, Economics and Finance
HSBC April 2015 - Present
BB&T Capital Markets January 2013 - April 2015
BB&T July 2012 - January 2013
Bank of America Merrill Lynch May 2011 - August 2011
Sponsors for Educational Opportunity 2011 - 2011
Federal Home Loan Bank June 2010 - August 2010
Federal Home Loan Bank of Atlanta May 2010 - August 2010
Georgia State University September 2009 - May 2010
Walgreens May 2009 - May 2010
Skills
Financial Analysis, Derivatives, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Underwriting, Banking, Microsoft Excel
Education
Georgia State University 2008 — 2012
Economics and Finance
Georgia State University 2008 — 2012
Bachelors, Economics and Finance
Georgia State University, Robinson College of Business
Bachelors of Business Administration, Economics and Finance
Jeffrey Warwick Jeffrey Warwick's Bank of America Merrill Lynch Experience 1991 - Present
Job Market Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 1991 - Present
Bank Earnings International, Ltd. 1985 - 1991
Education
Georgia State University
BBA, Real Estate
Bank of America Merrill Lynch 1991 - Present
Bank Earnings International, Ltd. 1985 - 1991
Education
Georgia State University
BBA, Real Estate
David Ng's Bank of America Merrill Lynch Experience 2015 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2015 - Present
Education
Harvard Business School
MBA
Harvard University
SM, Engineering Sciences
Bank of America Merrill Lynch 2015 - Present
Education
Harvard Business School
MBA
Harvard University
SM, Engineering Sciences
Sean Pohjalainen Sean Pohjalainen's Bank of America Merrill Lynch Experience May 2014 - Present
Job Trading Strategist Quantitative Strategies Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch July 2013 - April 2014
Bank of America Merrill Lynch June 2012 - June 2013
Cisco Systems May 2011 - August 2011
Skills
Financial Modeling, Quantitative Finance, Data Analysis, Java, SAS, Python, C, Matlab, R, Computational Modeling, Mathematics, Algorithms, SQL, Hadoop, Information..., Microsoft Office, Computer Architecture, Software Engineering, Numerical Analysis, HBase, Cassandra, Stochastic Calculus, Credit Risk
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (B.Sc.), Computer Science, Summa Cum Laude
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch July 2013 - April 2014
Bank of America Merrill Lynch June 2012 - June 2013
Cisco Systems May 2011 - August 2011
Skills
Financial Modeling, Quantitative Finance, Data Analysis, Java, SAS, Python, C, Matlab, R, Computational Modeling, Mathematics, Algorithms, SQL, Hadoop, Information..., Microsoft Office, Computer Architecture, Software Engineering, Numerical Analysis, HBase, Cassandra, Stochastic Calculus, Credit Risk
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (B.Sc.), Computer Science, Summa Cum Laude
Paras Mehta's Bank of America Merrill Lynch Experience July 2010 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2010 - Present
Goldman Sachs November 2009 - June 2010
Merrill Lynch - Equity Linked Technology December 2007 - October 2009
JPMorgan Chase - Commercial Loans February 2004 - November 2007
Primus Software Corporation June 2003 - January 2004
Elitecore Technologies Ltd. December 2002 - May 2003
ArguSoft India Ltd. July 2000 - November 2002
Skills
Agile Project Management, UML, Design Patterns, SDLC, Architecture, Web Applications, OOP, OOAD, Java Enterprise Edition, Spring, SOA, Agile Methodologies, Java, Software Project..., Requirements Analysis, Multithreading, XML
Education
Gujarat University 1994 — 1998
B.E., Instrumentation & Control
Bank of America Merrill Lynch July 2010 - Present
Goldman Sachs November 2009 - June 2010
Merrill Lynch - Equity Linked Technology December 2007 - October 2009
JPMorgan Chase - Commercial Loans February 2004 - November 2007
Primus Software Corporation June 2003 - January 2004
Elitecore Technologies Ltd. December 2002 - May 2003
ArguSoft India Ltd. July 2000 - November 2002
Skills
Agile Project Management, UML, Design Patterns, SDLC, Architecture, Web Applications, OOP, OOAD, Java Enterprise Edition, Spring, SOA, Agile Methodologies, Java, Software Project..., Requirements Analysis, Multithreading, XML
Education
Gujarat University 1994 — 1998
B.E., Instrumentation & Control
Victoria Madsen's Bank of America Merrill Lynch Experience June 2015 - Present
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
BTIG, LLC June 2014 - August 2014
Hamilton College September 2013 - May 2014
Carmody Torrance Sandak & Hennessey May 2013 - August 2013
Region 15 School District October 2010 - June 2012
Skills
PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Web Site Editing, Event Planning, Public Speaking, Social Media, Customer Service, Maximizer, Adobe InDesign, Constant Contact, Community Service, Adobe Photoshop, Bloomberg Software, Stata, Market Research
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Pomperaug High School 2008 — 2012
Bank of America Merrill Lynch June 2015 - Present
BTIG, LLC June 2014 - August 2014
Hamilton College September 2013 - May 2014
Carmody Torrance Sandak & Hennessey May 2013 - August 2013
Region 15 School District October 2010 - June 2012
Skills
PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Web Site Editing, Event Planning, Public Speaking, Social Media, Customer Service, Maximizer, Adobe InDesign, Constant Contact, Community Service, Adobe Photoshop, Bloomberg Software, Stata, Market Research
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Pomperaug High School 2008 — 2012
Rick Starr Rick Starr's Bank of America Merrill Lynch Experience January 2010 - November 2011
Job Manager, Datacenter Infrastructure Engineering at Oracle
Industry Information Technology and Services
Experience
Oracle February 2015 - Present
Oracle June 2013 - Present
Enova Financial August 2012 - June 2013
Bank of America Merrill Lynch January 2010 - November 2011
Bank of America Merrill Lynch January 2008 - January 2010
Pax Clearing Corporation/Merrill Lynch January 2003 - January 2008
Pax Clearing Corporation November 2000 - January 2003
Skills
ITIL, IT Management, IT Operations, Microsoft Office, Troubleshooting, Disaster Recovery, Process Improvement, Data Center, Project Management, Management, Leadership, IT Strategy, Business Intelligence, SDLC, Team Building, Vendor Management, Integration, Business Analysis, Networking, PMO, Infrastructure, Security, Enterprise Architecture, Information Technology, Technical Support, Databases, Team Management, Visio, Software Documentation, Incident Management, Operating Systems, Servers, System Administration, SharePoint, Windows, Solaris, Help Desk Support
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Masters degree in Management Information Systems, Concentration: Network Security
Governors State University 1995 — 1997
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Evergreen Park High School
Most Holy Redeemer
Oracle February 2015 - Present
Oracle June 2013 - Present
Enova Financial August 2012 - June 2013
Bank of America Merrill Lynch January 2010 - November 2011
Bank of America Merrill Lynch January 2008 - January 2010
Pax Clearing Corporation/Merrill Lynch January 2003 - January 2008
Pax Clearing Corporation November 2000 - January 2003
Skills
ITIL, IT Management, IT Operations, Microsoft Office, Troubleshooting, Disaster Recovery, Process Improvement, Data Center, Project Management, Management, Leadership, IT Strategy, Business Intelligence, SDLC, Team Building, Vendor Management, Integration, Business Analysis, Networking, PMO, Infrastructure, Security, Enterprise Architecture, Information Technology, Technical Support, Databases, Team Management, Visio, Software Documentation, Incident Management, Operating Systems, Servers, System Administration, SharePoint, Windows, Solaris, Help Desk Support
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Masters degree in Management Information Systems, Concentration: Network Security
Governors State University 1995 — 1997
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Evergreen Park High School
Most Holy Redeemer
Kimberly Justmann Kimberly Justmann's Bank of America Merrill Lynch Experience June 2011 - February 2012
Job Client Services Specialist at CBRE
Industry Commercial Real Estate
Experience
CBRE July 2013 - Present
Stericycle March 2012 - July 2013
Bank of America Merrill Lynch June 2011 - February 2012
Bank of America July 2010 - June 2011
CBRE 2007 - 2009
Skills
Outlook, Microsoft Excel, Administrative..., PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Banking, Spreadsheets, Data Entry, CRM, Business Analysis, Process Improvement, Analysis, Data Analysis, Budgets, Project Management, Financial Analysis
Education
Georgia Institute of Technology 2006 — 2009
BS, Business Management
CBRE July 2013 - Present
Stericycle March 2012 - July 2013
Bank of America Merrill Lynch June 2011 - February 2012
Bank of America July 2010 - June 2011
CBRE 2007 - 2009
Skills
Outlook, Microsoft Excel, Administrative..., PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Banking, Spreadsheets, Data Entry, CRM, Business Analysis, Process Improvement, Analysis, Data Analysis, Budgets, Project Management, Financial Analysis
Education
Georgia Institute of Technology 2006 — 2009
BS, Business Management
Mao Ding's Bank of America Merrill Lynch Experience July 2014 - Present
Job Nonagency RMBS Strategist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Skills
Microsoft Office, Word, PowerPoint, SPSS, Microsoft Excel, Research, Microsoft Word, Agency MBS, Statistics, Economics, Financial Accounting, Fundamental Analysis, Bloomberg, Fixed Income, High Yield
Education
Hamilton College 2010 — 2014
Bachelor's Degree
UBS Sophomore Symposium
Bank of America Merrill Lynch July 2014 - Present
Skills
Microsoft Office, Word, PowerPoint, SPSS, Microsoft Excel, Research, Microsoft Word, Agency MBS, Statistics, Economics, Financial Accounting, Fundamental Analysis, Bloomberg, Fixed Income, High Yield
Education
Hamilton College 2010 — 2014
Bachelor's Degree
UBS Sophomore Symposium
Jorge Roberts Jorge Roberts's Bank of America Merrill Lynch Experience September 2007 - March 2009
Job Vice President at Sigma Infrastructure Partners
Industry Financial Services
Experience
Sigma Infrastructure Partners, LLC February 2015 - Present
Airports Worldwide, Inc. January 2014 - January 2015
ADC & HAS Airports Worldwide March 2012 - December 2013
ADC & HAS Airports Worldwide March 2010 - February 2012
ADC & HAS Airports Worldwide August 2009 - March 2010
Bank of America Merrill Lynch September 2007 - March 2009
Merrill Lynch June 2006 - August 2006
Citigroup-Fixed Income Capital Markets June 2005 - August 2005
Federal Trade Commission August 2002 - May 2005
ASUW Associated Students of the University of Washington June 2000 - June 2001
Skills
Due Diligence, Valuation, Financial Analysis, Leadership, Global Business..., Mergers & Acquisitions, Airports, Financial Modeling, Competitive Analysis, Business Strategy, Airport Management, New Business Development, Public Speaking, Management, Corporate Finance, Resourceful, Privatization, Building Relationships, Strategic Thinking, Deal Execution, Infrastructure, Highly Adaptable, Getting The Job Done, Cultural Sensitivity, Leading Meetings, Leading Projects, Partner Relationship..., Consortium Management, Presentation Preparation, Deal Sourcing, Corporate Development, M&A due diligence, Cross-border..., New Business..., Data Analysis, High Performance Teams, Able To Multi-task, Cross-cultural, Leading Cross..., Leading Cross Cultural..., Leading Groups, Managing High..., Written Presentations, Competitive Strategy, Identifying New..., Public-private..., Infrastructure Projects, Bid Process Management, Infrastructure Finance, Contract Negotiation
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
University of Washington 1997 — 2002
Bachelor of Science (BSc), Economics
University of Washington, Michael G. Foster School of Business 1997 — 2002
Bachelor of Arts, Business Administration
Universidad Nacional Autónoma de México 1995 — 1996
Law
American School Foundation (ASF) - Mexico City 1984 — 1995
Diploma, High School, Middle School, Elementary
Harvard University Kennedy School of Government 2006 — 2006
Infrastructure
Massachusetts Institute of Technology 2007 — 2007
Marine Shipping
Sigma Infrastructure Partners, LLC February 2015 - Present
Airports Worldwide, Inc. January 2014 - January 2015
ADC & HAS Airports Worldwide March 2012 - December 2013
ADC & HAS Airports Worldwide March 2010 - February 2012
ADC & HAS Airports Worldwide August 2009 - March 2010
Bank of America Merrill Lynch September 2007 - March 2009
Merrill Lynch June 2006 - August 2006
Citigroup-Fixed Income Capital Markets June 2005 - August 2005
Federal Trade Commission August 2002 - May 2005
ASUW Associated Students of the University of Washington June 2000 - June 2001
Skills
Due Diligence, Valuation, Financial Analysis, Leadership, Global Business..., Mergers & Acquisitions, Airports, Financial Modeling, Competitive Analysis, Business Strategy, Airport Management, New Business Development, Public Speaking, Management, Corporate Finance, Resourceful, Privatization, Building Relationships, Strategic Thinking, Deal Execution, Infrastructure, Highly Adaptable, Getting The Job Done, Cultural Sensitivity, Leading Meetings, Leading Projects, Partner Relationship..., Consortium Management, Presentation Preparation, Deal Sourcing, Corporate Development, M&A due diligence, Cross-border..., New Business..., Data Analysis, High Performance Teams, Able To Multi-task, Cross-cultural, Leading Cross..., Leading Cross Cultural..., Leading Groups, Managing High..., Written Presentations, Competitive Strategy, Identifying New..., Public-private..., Infrastructure Projects, Bid Process Management, Infrastructure Finance, Contract Negotiation
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
University of Washington 1997 — 2002
Bachelor of Science (BSc), Economics
University of Washington, Michael G. Foster School of Business 1997 — 2002
Bachelor of Arts, Business Administration
Universidad Nacional Autónoma de México 1995 — 1996
Law
American School Foundation (ASF) - Mexico City 1984 — 1995
Diploma, High School, Middle School, Elementary
Harvard University Kennedy School of Government 2006 — 2006
Infrastructure
Massachusetts Institute of Technology 2007 — 2007
Marine Shipping
Henry Burchenal Henry Burchenal's Bank of America Merrill Lynch Experience July 2012 - June 2014
Job New Partnerships Associate at eSpark Learning
Industry Financial Services
Experience
eSpark Learning August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Capital Markets, Hedge Funds, Portfolio Management, Securities, Valuation, Series 7, Investment Banking, Asset Managment, Bloomberg, Bloomberg Terminal, Investments, Equities, Investment Advisory, Investment Strategies, Series 63
Education
Hamilton College 2008 — 2012
Bachelor's degree, Economics
The Pingry School 1999 — 2008
eSpark Learning August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Capital Markets, Hedge Funds, Portfolio Management, Securities, Valuation, Series 7, Investment Banking, Asset Managment, Bloomberg, Bloomberg Terminal, Investments, Equities, Investment Advisory, Investment Strategies, Series 63
Education
Hamilton College 2008 — 2012
Bachelor's degree, Economics
The Pingry School 1999 — 2008
Shilpa Lakshminarayan's Bank of America Merrill Lynch Experience July 2010 - August 2012
Job Manager Digital Ad Sales at MTV Networks
Industry Entertainment
Experience
MTV Networks September 2015 - Present
MTV Networks April 2013 - August 2015
Knight Capital Group September 2012 - March 2013
Bank of America Merrill Lynch July 2010 - August 2012
Deloitte Consulting January 2009 - August 2009
General Electric May 2008 - December 2008
Skills
Business Analysis, Program Management, Analysis, Project Management, Microsoft Office, SDLC, Leadership, User Acceptance Testing, Testing, Securities Lending, Business Process..., Process Improvement, CRM
Education
Georgia Institute of Technology 2005 — 2009
Management, Minors in Information Technology and Marketing
Oxford University 2007 — 2007
Summer Program
MTV Networks September 2015 - Present
MTV Networks April 2013 - August 2015
Knight Capital Group September 2012 - March 2013
Bank of America Merrill Lynch July 2010 - August 2012
Deloitte Consulting January 2009 - August 2009
General Electric May 2008 - December 2008
Skills
Business Analysis, Program Management, Analysis, Project Management, Microsoft Office, SDLC, Leadership, User Acceptance Testing, Testing, Securities Lending, Business Process..., Process Improvement, CRM
Education
Georgia Institute of Technology 2005 — 2009
Management, Minors in Information Technology and Marketing
Oxford University 2007 — 2007
Summer Program
Gunjan Shah's Bank of America Merrill Lynch Experience August 2015 - Present
Job Sr. Client Manager, VP Bank of America Merrill Lynch/ Commercial Banking
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Skills
Strong financial and..., Relationship Management, Marketing Strategy, Analytical Skills, Small Business Lending, Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit Risk, Portfolio Management, Business Development, Financial Analysis, Management, Cash Management, CRM, Financial Services, Cross Selling, Retail Banking, Sales, Treasury Management, Investments, Business Planning, Lines Of Credit, Finance, SBA, Mergers & Acquisitions, Underwriting, Loan Origination, Leadership
Education
London School of Commerce (Charles Sturt University) 2002 — 2004
Master of Business Administration (MBA)
London School of Economics and Political Science 2004 — 2005
Summer School, Marketing
Gujarat University 1997 — 2000
Bachelors of Commerce, Accounting Major
Bank of America Merrill Lynch August 2015 - Present
Skills
Strong financial and..., Relationship Management, Marketing Strategy, Analytical Skills, Small Business Lending, Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit Risk, Portfolio Management, Business Development, Financial Analysis, Management, Cash Management, CRM, Financial Services, Cross Selling, Retail Banking, Sales, Treasury Management, Investments, Business Planning, Lines Of Credit, Finance, SBA, Mergers & Acquisitions, Underwriting, Loan Origination, Leadership
Education
London School of Commerce (Charles Sturt University) 2002 — 2004
Master of Business Administration (MBA)
London School of Economics and Political Science 2004 — 2005
Summer School, Marketing
Gujarat University 1997 — 2000
Bachelors of Commerce, Accounting Major
Jeremy Szuch Jeremy Szuch's Bank of America Merrill Lynch Experience May 2008 - August 2008
Job Senior Analyst at ACA Compliance Group
Industry Management Consulting
Experience
ACA Compliance Group October 2014 - Present
PPM America, Inc. May 2013 - October 2014
ACA Compliance Group May 2010 - May 2013
Cambridge Associates June 2009 - May 2010
Bank of America Merrill Lynch May 2008 - August 2008
Bundy Group May 2007 - August 2007
Skills
Management Consulting, Corporate Finance, Research, Due Diligence, Hedge Funds, Private Equity, Fund Of Funds, Mathematical Economics, Econometrics, Macroeconomics, Microeconomics, Securities Regulation, Valuation, Investments, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Equities, Analysis, Finance, Financial Modeling, Financial Services, Investment Management, Securities, Wealth Management
Education
University of Virginia 2008 — 2009
Masters of Commerce, Financial Services
Hampden-Sydney College 2004 — 2008
B.S., Mathematical Economics and Spanish
ACA Compliance Group October 2014 - Present
PPM America, Inc. May 2013 - October 2014
ACA Compliance Group May 2010 - May 2013
Cambridge Associates June 2009 - May 2010
Bank of America Merrill Lynch May 2008 - August 2008
Bundy Group May 2007 - August 2007
Skills
Management Consulting, Corporate Finance, Research, Due Diligence, Hedge Funds, Private Equity, Fund Of Funds, Mathematical Economics, Econometrics, Macroeconomics, Microeconomics, Securities Regulation, Valuation, Investments, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Equities, Analysis, Finance, Financial Modeling, Financial Services, Investment Management, Securities, Wealth Management
Education
University of Virginia 2008 — 2009
Masters of Commerce, Financial Services
Hampden-Sydney College 2004 — 2008
B.S., Mathematical Economics and Spanish
Karin Boerkamp Karin Boerkamp's Bank of America Merrill Lynch Experience July 2006 - December 2010
Job Regional Sector Sales Manager (TMT) at HSBC
Industry Banking
Experience
HSBC November 2014 - Present
Sabbatical March 2014 - November 2014
Sabbatical January 2014 - February 2014
Barclays Bank España December 2010 - December 2013
Bank of America Merrill Lynch July 2006 - December 2010
Bank of America Merrill Lynch July 1999 - July 2006
Citibank June 1996 - June 1999
Skills
Cash Management, Management, Portfolio Management, Liquidity Management, Treasury Services, Banking, Sales, Financial Services, Business Strategy, Commercial Banking, Treasury Management, Payments, Trading, Risk Management, Treasury, Relationship Management, Product Management, SEPA, Credit
Education
1990 — 1994
Veluws College 1978 — 1989
St Victorschool, Apeldoorn 1974 — 1980
Northumbria University
HSBC November 2014 - Present
Sabbatical March 2014 - November 2014
Sabbatical January 2014 - February 2014
Barclays Bank España December 2010 - December 2013
Bank of America Merrill Lynch July 2006 - December 2010
Bank of America Merrill Lynch July 1999 - July 2006
Citibank June 1996 - June 1999
Skills
Cash Management, Management, Portfolio Management, Liquidity Management, Treasury Services, Banking, Sales, Financial Services, Business Strategy, Commercial Banking, Treasury Management, Payments, Trading, Risk Management, Treasury, Relationship Management, Product Management, SEPA, Credit
Education
1990 — 1994
Veluws College 1978 — 1989
St Victorschool, Apeldoorn 1974 — 1980
Northumbria University
Peter Simasek Peter Simasek's Bank of America Merrill Lynch Experience July 2011 - July 2013
Job PhD Candidate
Industry Higher Education
Experience
PIMCO July 2013 - July 2015
PIMCO July 2013 - July 2015
Bank of America Merrill Lynch July 2011 - July 2013
Bank of America Merrill Lynch June 2010 - August 2010
University of Virginia June 2009 - September 2009
Integrity Home Contracting March 2008 - October 2008
Education
Georgia Institute of Technology 2015 — 2020
Doctor of Philosophy (Ph.D.), Finance
University of Virginia McIntire School of Commerce 2007 — 2011
Bachelor's of Science Commerce, Finance/Accounting
University of Virginia
Bachelor of Science, Commerce
PIMCO July 2013 - July 2015
PIMCO July 2013 - July 2015
Bank of America Merrill Lynch July 2011 - July 2013
Bank of America Merrill Lynch June 2010 - August 2010
University of Virginia June 2009 - September 2009
Integrity Home Contracting March 2008 - October 2008
Education
Georgia Institute of Technology 2015 — 2020
Doctor of Philosophy (Ph.D.), Finance
University of Virginia McIntire School of Commerce 2007 — 2011
Bachelor's of Science Commerce, Finance/Accounting
University of Virginia
Bachelor of Science, Commerce
Joseph Gasparro Joseph Gasparro's Bank of America Merrill Lynch Experience 2013 - 2014
Job Investment Banking Vice President – Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2014 - Present
New Jersey Needs You 2012 - Present
Youth, I.N.C. 2013 - Present
Bank of America Merrill Lynch 2013 - 2014
UBS Investment Bank 2011 - 2013
Harvard Business School 2009 - 2009
Clear Rock Associates 2008 - 2009
Hawkins Delafield & Wood LLP 2007 - 2008
Education
Rutgers University-New Brunswick
MBA
Harvard University
Visiting Scholar
Gettysburg College
BA
Credit Suisse 2014 - Present
New Jersey Needs You 2012 - Present
Youth, I.N.C. 2013 - Present
Bank of America Merrill Lynch 2013 - 2014
UBS Investment Bank 2011 - 2013
Harvard Business School 2009 - 2009
Clear Rock Associates 2008 - 2009
Hawkins Delafield & Wood LLP 2007 - 2008
Education
Rutgers University-New Brunswick
MBA
Harvard University
Visiting Scholar
Gettysburg College
BA
Bei Ling Bei Ling's Bank of America Merrill Lynch Experience 2000 - 2008
Job Global Head of Compensation and Benefits at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
PNC Bank April 2012 - March 2013
PNC Financial Services Group October 2008 - April 2012
Merrill Lynch March 2000 - July 2008
Bank of America Merrill Lynch 2000 - 2008
Skills
Financial Services, Wealth Management, Capital Markets, Mergers, Investments, Executive Pay, Private Equity, Asset Managment, Financial Modeling
Education
Harvard Business School 2011 — 2011
Strategy
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance
Peking University 1988 — 1992
BA, Asian Studies
JPMorgan Chase April 2013 - Present
PNC Bank April 2012 - March 2013
PNC Financial Services Group October 2008 - April 2012
Merrill Lynch March 2000 - July 2008
Bank of America Merrill Lynch 2000 - 2008
Skills
Financial Services, Wealth Management, Capital Markets, Mergers, Investments, Executive Pay, Private Equity, Asset Managment, Financial Modeling
Education
Harvard Business School 2011 — 2011
Strategy
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance
Peking University 1988 — 1992
BA, Asian Studies
Dan Pursley Dan Pursley's Bank of America Merrill Lynch Experience September 2010 - March 2011
Job 2017 MBA Candidate at McCombs School of Business, The University of Texas at Austin
Industry Financial Services
Experience
McCombs School of Business, The University of Texas at Austin July 2015 - Present
PwC August 2012 - Present
Bank of America Merrill Lynch September 2010 - March 2011
Panattoni Development Company June 2009 - August 2009
Skills
Microsoft Excel, Assurance, Sarbanes-Oxley Act, Due Diligence, QuickBooks, Corporate Finance, Internal Controls, PowerPoint, Microsoft Office, Risk Management, Finance, Financial Analysis, Financial Modeling, Public Speaking, Financial Accounting, GAAP, SEC filings, US GAAP, Financial Reporting, Auditing, Business Strategy
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
Santa Clara University 2007 — 2011
B.S., Finance
Gonzaga University
study abroad
University of California, Berkeley
Accounting
McCombs School of Business, The University of Texas at Austin July 2015 - Present
PwC August 2012 - Present
Bank of America Merrill Lynch September 2010 - March 2011
Panattoni Development Company June 2009 - August 2009
Skills
Microsoft Excel, Assurance, Sarbanes-Oxley Act, Due Diligence, QuickBooks, Corporate Finance, Internal Controls, PowerPoint, Microsoft Office, Risk Management, Finance, Financial Analysis, Financial Modeling, Public Speaking, Financial Accounting, GAAP, SEC filings, US GAAP, Financial Reporting, Auditing, Business Strategy
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
Santa Clara University 2007 — 2011
B.S., Finance
Gonzaga University
study abroad
University of California, Berkeley
Accounting
Tiana M Brown's Bank of America Merrill Lynch Experience March 2015 - Present
Job Officer: Manager | Merrill Lynch Global Wealth Management
Industry Banking
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch August 2014 - March 2015
Bank of America Merrill Lynch August 2013 - August 2014
Bank of America July 2012 - August 2013
Bank of America March 2011 - July 2012
Bank of America April 2009 - March 2011
Skills
Loans, Credit, Credit Analysis, Mortgage Lending, Banking, Credit Risk, Risk Management, Retail Banking, Retail Sales Experience, Volunteering, Commercial Banking
Education
Grand Canyon University 2011 — 2015
Bachelor's Degree of Finance and Economics, Finance and Economics, Senior
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch August 2014 - March 2015
Bank of America Merrill Lynch August 2013 - August 2014
Bank of America July 2012 - August 2013
Bank of America March 2011 - July 2012
Bank of America April 2009 - March 2011
Skills
Loans, Credit, Credit Analysis, Mortgage Lending, Banking, Credit Risk, Risk Management, Retail Banking, Retail Sales Experience, Volunteering, Commercial Banking
Education
Grand Canyon University 2011 — 2015
Bachelor's Degree of Finance and Economics, Finance and Economics, Senior
Paul Donahue Paul Donahue's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Hamilton College September 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Python, C++, Microsoft Excel
Education
Hamilton College 2011 — 2015
Bachelor of Arts (BA), Computer Science and Economics
Weston High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Hamilton College September 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Python, C++, Microsoft Excel
Education
Hamilton College 2011 — 2015
Bachelor of Arts (BA), Computer Science and Economics
Weston High School 2007 — 2011
Lisa Minoura Lisa Minoura's Bank of America Merrill Lynch Experience March 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Airlines/Aviation
Experience
Bank of America Merrill Lynch March 2015 - Present
Tokio Marine Asset Management Co., Ltd. October 2013 - November 2013
Merrill Lynch August 2013 - September 2013
Denver International Airport May 2013 - July 2013
Chocolatier Erica April 2007 - July 2012
Skills
Airports, Aviation, Airlines, Commercial Aviation, Microsoft Office, Customer Service, Public Relations, Leadership, PowerPoint, Microsoft Excel, Media Relations, Microsoft Word, Program Management, Photography, French, English, Financial Analysis, Business History
Education
Keio University 2010 — 2015
Marketing/Marketing Management, Business History, Bachelor of Business and Commerce
University of Colorado at Boulder - Leeds School of Business 2012 — 2013
Marketing
Georgia Institute of Technology 2011 — 2011
English
Bank of America Merrill Lynch March 2015 - Present
Tokio Marine Asset Management Co., Ltd. October 2013 - November 2013
Merrill Lynch August 2013 - September 2013
Denver International Airport May 2013 - July 2013
Chocolatier Erica April 2007 - July 2012
Skills
Airports, Aviation, Airlines, Commercial Aviation, Microsoft Office, Customer Service, Public Relations, Leadership, PowerPoint, Microsoft Excel, Media Relations, Microsoft Word, Program Management, Photography, French, English, Financial Analysis, Business History
Education
Keio University 2010 — 2015
Marketing/Marketing Management, Business History, Bachelor of Business and Commerce
University of Colorado at Boulder - Leeds School of Business 2012 — 2013
Marketing
Georgia Institute of Technology 2011 — 2011
English
Clifford Berryman's Bank of America Merrill Lynch Experience October 2013 - Present
Job Business Development | Strategic Planner | Financial Analysis
Industry Banking
Experience
Bank of America Merrill Lynch October 2013 - Present
Bank of America March 2013 - October 2013
Bank of America June 2012 - March 2013
Primedia January 2012 - June 2012
Bank of America May 2011 - February 2012
The Coca-Cola Company September 2010 - May 2011
Minds Eye September 2008 - May 2009
ControlScan April 2007 - July 2008
Smith Barney August 2005 - February 2007
Skills
Credit Analysis, Treasury Services, Financial Analysis, Sales, Credit, Management, Financial Modeling, Strategic Planning, Leadership, Banking, Finance, Portfolio Management, Marketing, Due Diligence, Investments, Real Estate
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MBA, Finance, General
The University of Georgia 2001 — 2005
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Holy Innocents Episcopal
Bank of America Merrill Lynch October 2013 - Present
Bank of America March 2013 - October 2013
Bank of America June 2012 - March 2013
Primedia January 2012 - June 2012
Bank of America May 2011 - February 2012
The Coca-Cola Company September 2010 - May 2011
Minds Eye September 2008 - May 2009
ControlScan April 2007 - July 2008
Smith Barney August 2005 - February 2007
Skills
Credit Analysis, Treasury Services, Financial Analysis, Sales, Credit, Management, Financial Modeling, Strategic Planning, Leadership, Banking, Finance, Portfolio Management, Marketing, Due Diligence, Investments, Real Estate
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MBA, Finance, General
The University of Georgia 2001 — 2005
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Holy Innocents Episcopal
Christina Pope Savage's Bank of America Merrill Lynch Experience August 2002 - July 2007
Job Route Driver at St. Johns County School Board
Industry Financial Services
Experience
St. Johns County School Board September 2011 - Present
Cracker Barrell Restaurant August 2010 - February 2014
Wells Fargo August 2007 - November 2008
Bank of America Merrill Lynch August 2002 - July 2007
MetLife December 2001 - July 2002
Compass SpA - Gruppo Mediobanca June 2000 - December 2001
First Union National Bank October 1996 - May 2000
Stephens Inc. March 1995 - September 1996
Skills
Sales, Communication, Customer Service, Financial Planning, Financial Analysis, Account Management, Investment Strategies, Tactical Asset..., Statistical Data..., Interpreting Data, Business Writing, Editing, Marketing Strategy, Team Building, Event Planning, Event Management, Teaching Adults, Program Management, Marketing, Public Relations, Strategic Planning, Technical Writing, Creative Writing, Leadership, Public Speaking, Impromptu Speaking, English Literature, English Grammar, Proofreading, Microsoft Word, PowerPoint, Outlook
Education
Georgia Southern University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General, 3.2
Georgia Southern University 1991 — 1994
Bachelor of Science (B.S.), Psychology, 3.0
University of Mississippi 1988 — 1990
None, Finance, General
St. Johns County School Board September 2011 - Present
Cracker Barrell Restaurant August 2010 - February 2014
Wells Fargo August 2007 - November 2008
Bank of America Merrill Lynch August 2002 - July 2007
MetLife December 2001 - July 2002
Compass SpA - Gruppo Mediobanca June 2000 - December 2001
First Union National Bank October 1996 - May 2000
Stephens Inc. March 1995 - September 1996
Skills
Sales, Communication, Customer Service, Financial Planning, Financial Analysis, Account Management, Investment Strategies, Tactical Asset..., Statistical Data..., Interpreting Data, Business Writing, Editing, Marketing Strategy, Team Building, Event Planning, Event Management, Teaching Adults, Program Management, Marketing, Public Relations, Strategic Planning, Technical Writing, Creative Writing, Leadership, Public Speaking, Impromptu Speaking, English Literature, English Grammar, Proofreading, Microsoft Word, PowerPoint, Outlook
Education
Georgia Southern University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General, 3.2
Georgia Southern University 1991 — 1994
Bachelor of Science (B.S.), Psychology, 3.0
University of Mississippi 1988 — 1990
None, Finance, General
Caroline Harding Caroline Harding's Bank of America Merrill Lynch Experience July 2014 - August 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2014
HM.Clause May 2014 - June 2014
University of Florida September 2011 - April 2012
Skills
Event Planning, Microsoft Office, Public Speaking, Social Media, Leadership, Critical Thinking, Global Strategy..., Global Human Resources..., Research, Social Networking, Finance, Marketing, Facebook, Time Management
Education
University of Florida - Warrington College Of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2014 — 2014
Certificate in Global Management
University of Florida
SunTrust Robinson Humphrey June 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2014
HM.Clause May 2014 - June 2014
University of Florida September 2011 - April 2012
Skills
Event Planning, Microsoft Office, Public Speaking, Social Media, Leadership, Critical Thinking, Global Strategy..., Global Human Resources..., Research, Social Networking, Finance, Marketing, Facebook, Time Management
Education
University of Florida - Warrington College Of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2014 — 2014
Certificate in Global Management
University of Florida
Anthony D'Ascoli, CIMA®, CRPC®'s Bank of America Merrill Lynch Experience January 2000 - June 2009
Job Senior Director Investments, Omega Portfolio Managment at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2013 - Present
UBS June 2009 - July 2013
Bank of America Merrill Lynch January 2000 - June 2009
Greenwich Estates LLC January 2002 - December 2004
Symantec April 1991 - September 1998
Kraft Foods Group December 1986 - December 1990
IBM December 1987 - December 1988
Combe Incorporated December 1980 - December 1986
Skills
Financial Services, Estate Investment..., 401(k) Rollovers, Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Multigenerational..., Asset Allocation, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certified Investment Management Analyst (CIMA®) Investment Management Consultants Association (IMCA)
Harvard Business School 1997 — 1997
Executive Program
Iona College 1984 — 1988
B.S. Double Major
Oppenheimer & Co. Inc. September 2013 - Present
UBS June 2009 - July 2013
Bank of America Merrill Lynch January 2000 - June 2009
Greenwich Estates LLC January 2002 - December 2004
Symantec April 1991 - September 1998
Kraft Foods Group December 1986 - December 1990
IBM December 1987 - December 1988
Combe Incorporated December 1980 - December 1986
Skills
Financial Services, Estate Investment..., 401(k) Rollovers, Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Multigenerational..., Asset Allocation, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certified Investment Management Analyst (CIMA®) Investment Management Consultants Association (IMCA)
Harvard Business School 1997 — 1997
Executive Program
Iona College 1984 — 1988
B.S. Double Major
David Ellman David Ellman's Bank of America Merrill Lynch Experience October 2003 - November 2014
Job VP, Branch Manager at City National Bank
Industry Financial Services
Experience
City National Bank May 2015 - Present
Bank of America Merrill Lynch October 2003 - November 2014
Citi February 2003 - October 2003
Bank of America October 1989 - February 2003
Former Board Member 1989 - 2003
Skills
Wealth Management, Series 7, Dale Carnegie Sales..., Toastmasters -..., Financial Advisory, Real Estate, Investments, Retirement Planning, Securities, Asset Management, Wealth Management..., Relationship Management, Private Banking, FINRA, Mortgage Banking, Risk Management, Series 24, Cash Management, Residential Mortgages, Retail Banking, Finance, Credit Analysis, Commercial Lending, Strategic Financial..., Financial Planning
Education
Golden Gate University
MBA, Management
Harvard University
Executive Education, Certificate Program, Expanding Cognitive Capacity
San Diego State University-California State University
BS, Finance
City National Bank May 2015 - Present
Bank of America Merrill Lynch October 2003 - November 2014
Citi February 2003 - October 2003
Bank of America October 1989 - February 2003
Former Board Member 1989 - 2003
Skills
Wealth Management, Series 7, Dale Carnegie Sales..., Toastmasters -..., Financial Advisory, Real Estate, Investments, Retirement Planning, Securities, Asset Management, Wealth Management..., Relationship Management, Private Banking, FINRA, Mortgage Banking, Risk Management, Series 24, Cash Management, Residential Mortgages, Retail Banking, Finance, Credit Analysis, Commercial Lending, Strategic Financial..., Financial Planning
Education
Golden Gate University
MBA, Management
Harvard University
Executive Education, Certificate Program, Expanding Cognitive Capacity
San Diego State University-California State University
BS, Finance
Binta Kindle Binta Kindle's Bank of America Merrill Lynch Experience July 2014 - Present
Job Vice President Business Banking Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America/Merrill Lynch January 2012 - June 2014
Georgia Certified Development Corporation February 2006 - December 2011
Skills
Spanish, Outlook, Commercial Lending, Microsoft Excel, Data Analysis, Management, Online Advertising, PowerPoint, Financial Analysis, Marketing Strategy, New Business Development, Microsoft Office, Customer Service, Project Management, Microsoft Word, Sales Management, Credit Analysis, Public Speaking, Business Development, Commercial Banking, Strategic Planning, SBA 504, Entrepreneurship, Credit, Process Improvement, Business Analysis
Education
Georgia State University 2011 — 2013
MBA, Finance
Xavier University of Louisiana 2001 — 2005
B.S., Spanish
Bank of America Merrill Lynch July 2014 - Present
Bank of America/Merrill Lynch January 2012 - June 2014
Georgia Certified Development Corporation February 2006 - December 2011
Skills
Spanish, Outlook, Commercial Lending, Microsoft Excel, Data Analysis, Management, Online Advertising, PowerPoint, Financial Analysis, Marketing Strategy, New Business Development, Microsoft Office, Customer Service, Project Management, Microsoft Word, Sales Management, Credit Analysis, Public Speaking, Business Development, Commercial Banking, Strategic Planning, SBA 504, Entrepreneurship, Credit, Process Improvement, Business Analysis
Education
Georgia State University 2011 — 2013
MBA, Finance
Xavier University of Louisiana 2001 — 2005
B.S., Spanish
Aaron Allar's Bank of America Merrill Lynch Experience August 2015 - Present
Job Vice President & Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Associated Bank August 2013 - July 2015
Lloyds Bank December 2010 - August 2013
Lloyds Banking Group September 2009 - January 2011
Bank of Scotland plc November 2007 - September 2009
Meridian Construction Capital Group, a division of Marquette Financial Companies 2003 - November 2007
Skills
Credit Analysis, Credit, Loans, Financial Risk, Financial Modeling, Portfolio Management, Risk Management, Structured Finance, Banking, Financial Analysis, Asset Based Lending, Capital Markets, Commercial Banking, Credit Risk
Education
Gustavus Adolphus College 1999 — 2003
B.A., Financial Economics
Bank of America Merrill Lynch August 2015 - Present
Associated Bank August 2013 - July 2015
Lloyds Bank December 2010 - August 2013
Lloyds Banking Group September 2009 - January 2011
Bank of Scotland plc November 2007 - September 2009
Meridian Construction Capital Group, a division of Marquette Financial Companies 2003 - November 2007
Skills
Credit Analysis, Credit, Loans, Financial Risk, Financial Modeling, Portfolio Management, Risk Management, Structured Finance, Banking, Financial Analysis, Asset Based Lending, Capital Markets, Commercial Banking, Credit Risk
Education
Gustavus Adolphus College 1999 — 2003
B.A., Financial Economics
Sunny Reddy's Bank of America Merrill Lynch Experience May 2015 - Present
Job Quantitative Management Intern at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch May 2015 - Present
Emory University May 2014 - August 2014
Boston Biomedical Consultants January 2014 - May 2014
MetaClipse Therapeutics Inc. May 2013 - August 2013
Case-Mate May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Matlab, Microsoft Excel, R&D, Solidworks, Engineering, Consulting, Trading Strategies, Financial Modeling, Leadership, Product Development, Research, SolidWorks, Biomedical Engineering
Education
Georgia Institute of Technology 2011 — 2015
Bachelor’s Degree, Biomedical Engineering, Finance
The Westminster Schools 2004 — 2011
High School
Bank of America Merrill Lynch May 2015 - Present
Emory University May 2014 - August 2014
Boston Biomedical Consultants January 2014 - May 2014
MetaClipse Therapeutics Inc. May 2013 - August 2013
Case-Mate May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Matlab, Microsoft Excel, R&D, Solidworks, Engineering, Consulting, Trading Strategies, Financial Modeling, Leadership, Product Development, Research, SolidWorks, Biomedical Engineering
Education
Georgia Institute of Technology 2011 — 2015
Bachelor’s Degree, Biomedical Engineering, Finance
The Westminster Schools 2004 — 2011
High School
Ashlee L. Freeman Ashlee L. Freeman's Bank of America Merrill Lynch Experience October 2012 - Present
Job Treasury Specialist
Industry Banking
Experience
SunTrust May 2015 - Present
Bank of America Merrill Lynch October 2012 - Present
U.S. Trust January 2008 - October 2012
Skills
Sales, Banking, Credit, Commercial Banking, Relationship Management, Financial Services, Loans, Portfolio Management, Retail Banking, Cash Management, Customer Service, Finance, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor's Degree, Marketing
SunTrust May 2015 - Present
Bank of America Merrill Lynch October 2012 - Present
U.S. Trust January 2008 - October 2012
Skills
Sales, Banking, Credit, Commercial Banking, Relationship Management, Financial Services, Loans, Portfolio Management, Retail Banking, Cash Management, Customer Service, Finance, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor's Degree, Marketing
Kevin Appelbaum Kevin Appelbaum's Bank of America Merrill Lynch Experience January 2009 - April 2010
Job Investment Advisor Representative at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services September 2013 - Present
LPL Financial December 2012 - September 2013
JPMorgan Chase & Co. April 2010 - December 2012
Bank of America Merrill Lynch January 2009 - April 2010
Washington Mutual Finance Co March 2003 - January 2009
Skills
Retirement income..., Life Insurance, Long-term Care, Financial Planning, Wealth Management, Investments, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Services, Asset Management, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Investment Advisory, Insurance, Fixed Annuities, Equities
Education
San Diego State University-California State University 1992 — 1995
Bachelor’s Degree, Biology/Biological Sciences, General
Grossmont College 1990 — 1992
Associate of Arts (A.A.), General Studies
Woodbury Financial Services September 2013 - Present
LPL Financial December 2012 - September 2013
JPMorgan Chase & Co. April 2010 - December 2012
Bank of America Merrill Lynch January 2009 - April 2010
Washington Mutual Finance Co March 2003 - January 2009
Skills
Retirement income..., Life Insurance, Long-term Care, Financial Planning, Wealth Management, Investments, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Services, Asset Management, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Investment Advisory, Insurance, Fixed Annuities, Equities
Education
San Diego State University-California State University 1992 — 1995
Bachelor’s Degree, Biology/Biological Sciences, General
Grossmont College 1990 — 1992
Associate of Arts (A.A.), General Studies
Tarang (Tina) Vora Tarang (Tina) Vora's Bank of America Merrill Lynch Experience December 2010 - March 2011
Job Systems Analyst
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Jeffery Margolf Jeffery Margolf's Bank of America Merrill Lynch Experience July 2015 - Present
Job Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
EF Educational Tours September 2014 - January 2015
Kautex Textron June 2014 - August 2014
The Center for Education on Social Responsibility (CESR) August 2012 - April 2013
Skills
Research, Public Speaking, Negotiation, Microsoft Excel, PowerPoint, Customer Service, Networking, Leadership, Teamwork, Marketing, Interpersonal Skills, Microsoft Office, Microsoft Word, Time Management, Sales, Data Analysis, Finance, Financial Analysis
Education
University of Colorado at Boulder 2011 — 2015
Bachelor's Degree, Finance
Griffith University
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Bank of America Merrill Lynch July 2015 - Present
EF Educational Tours September 2014 - January 2015
Kautex Textron June 2014 - August 2014
The Center for Education on Social Responsibility (CESR) August 2012 - April 2013
Skills
Research, Public Speaking, Negotiation, Microsoft Excel, PowerPoint, Customer Service, Networking, Leadership, Teamwork, Marketing, Interpersonal Skills, Microsoft Office, Microsoft Word, Time Management, Sales, Data Analysis, Finance, Financial Analysis
Education
University of Colorado at Boulder 2011 — 2015
Bachelor's Degree, Finance
Griffith University
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Monica Kwok's Bank of America Merrill Lynch Experience October 2013 - October 2013
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
The Wharton School April 2014 - June 2015
The Wharton School April 2014 - August 2014
The Wharton School August 2013 - June 2014
Bank of America Merrill Lynch October 2013 - October 2013
The Ivy Council August 2013 - August 2013
J.P. Morgan June 2013 - August 2013
Education
Harvard Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard Business School HBX 2015 — 2015
Credential of Readiness (CORe), Business Analytics, Economics for Managers, and Financial Accounting
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Political Science, summa cum laude
Harvard Business School 2014 — 2014
Summer Venture in Management Program (SVMP)
The Wharton School April 2014 - June 2015
The Wharton School April 2014 - August 2014
The Wharton School August 2013 - June 2014
Bank of America Merrill Lynch October 2013 - October 2013
The Ivy Council August 2013 - August 2013
J.P. Morgan June 2013 - August 2013
Education
Harvard Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard Business School HBX 2015 — 2015
Credential of Readiness (CORe), Business Analytics, Economics for Managers, and Financial Accounting
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Political Science, summa cum laude
Harvard Business School 2014 — 2014
Summer Venture in Management Program (SVMP)
Jeannette Bugg (MBA)'s Bank of America Merrill Lynch Experience January 2012 - Present
Job Commercial Credit Card Product Management
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2012 - Present
Wells Fargo March 2009 - January 2012
Queen City Development Group, LLC June 2006 - March 2009
GE Consumer Finance March 2005 - April 2006
Wachovia February 2002 - March 2005
First Union February 1999 - May 2001
First Union October 1994 - February 1999
Skills
Credit Cards, Product Management, E-commerce, Banking, Financial Services, CPCP Certified, Six Sigma, Management, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
MBA, Corporate Finance and Investment Management concentration
Vanderbilt University 1986 — 1990
BS, English Literature (American & British genres)
St. John's College, Oxford University (England)
Bank of America Merrill Lynch January 2012 - Present
Wells Fargo March 2009 - January 2012
Queen City Development Group, LLC June 2006 - March 2009
GE Consumer Finance March 2005 - April 2006
Wachovia February 2002 - March 2005
First Union February 1999 - May 2001
First Union October 1994 - February 1999
Skills
Credit Cards, Product Management, E-commerce, Banking, Financial Services, CPCP Certified, Six Sigma, Management, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
MBA, Corporate Finance and Investment Management concentration
Vanderbilt University 1986 — 1990
BS, English Literature (American & British genres)
St. John's College, Oxford University (England)
Carolina Gomes-Casseres Carolina Gomes-Casseres's Bank of America Merrill Lynch Experience June 2004 - June 2007
Job
Industry Online Media
Experience
The Huffington Post November 2013 - Present
1000 Awesome Things about Curaçao September 2012 - Present
Dstillery January 2011 - September 2012
Amazon.com January 2010 - January 2011
Google July 2009 - October 2009
The Boston Consulting Group June 2008 - August 2008
Bank of America Merrill Lynch June 2004 - June 2007
Skills
Product Management, Business Development, E-commerce, Strategic Partnerships, Digital Marketing, Competitive Analysis, Business Strategy, Social Media Blogging, Google Analytics, Social Media, Program Management, Analytics, Digital Strategy, Google Adwords, Web Analytics, Cross-functional Team..., Strategy
Education
Harvard Business School 2007 — 2009
MBA
Wellesley College 2000 — 2004
BA
Universidad de Cordoba 2001 — 2002
The Huffington Post November 2013 - Present
1000 Awesome Things about Curaçao September 2012 - Present
Dstillery January 2011 - September 2012
Amazon.com January 2010 - January 2011
Google July 2009 - October 2009
The Boston Consulting Group June 2008 - August 2008
Bank of America Merrill Lynch June 2004 - June 2007
Skills
Product Management, Business Development, E-commerce, Strategic Partnerships, Digital Marketing, Competitive Analysis, Business Strategy, Social Media Blogging, Google Analytics, Social Media, Program Management, Analytics, Digital Strategy, Google Adwords, Web Analytics, Cross-functional Team..., Strategy
Education
Harvard Business School 2007 — 2009
MBA
Wellesley College 2000 — 2004
BA
Universidad de Cordoba 2001 — 2002
Grace Yating Guan Grace Yating Guan's Bank of America Merrill Lynch Experience September 2012 - December 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
UBS June 2013 - May 2014
Bank of America Merrill Lynch September 2012 - December 2012
UBS June 2012 - August 2012
Skills
Investment Banking
Education
Hamilton College 2009 — 2013
Bachelor’s Degree, Honors in Mathematics and Economics
Emma Willard School
High School
J.P. Morgan May 2014 - Present
UBS June 2013 - May 2014
Bank of America Merrill Lynch September 2012 - December 2012
UBS June 2012 - August 2012
Skills
Investment Banking
Education
Hamilton College 2009 — 2013
Bachelor’s Degree, Honors in Mathematics and Economics
Emma Willard School
High School
Colin Henneberger Colin Henneberger's Bank of America Merrill Lynch Experience July 2014 - Present
Job Treasury Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Hamilton College August 2010 - May 2014
Pioneer Financial - Northwestern Mutual Wealth Management Company May 2013 - August 2013
Sherrill Silversmiths June 2012 - August 2012
Brookville Country Club May 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Word, Data Analysis, Stata, Statistics, Analysis, Microsoft Office, Leadership, Teamwork
Education
Hamilton College 2010 — 2014
Bachelor of Arts (BA), Major: Economics; Minors: Mathematics, Environmental Studies
North Shore High School 2007 — 2010
Bank of America Merrill Lynch July 2014 - Present
Hamilton College August 2010 - May 2014
Pioneer Financial - Northwestern Mutual Wealth Management Company May 2013 - August 2013
Sherrill Silversmiths June 2012 - August 2012
Brookville Country Club May 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Word, Data Analysis, Stata, Statistics, Analysis, Microsoft Office, Leadership, Teamwork
Education
Hamilton College 2010 — 2014
Bachelor of Arts (BA), Major: Economics; Minors: Mathematics, Environmental Studies
North Shore High School 2007 — 2010
Kevin Roveda Kevin Roveda's Bank of America Merrill Lynch Experience July 2015 - Present
Job Global Wealth & Investment Management Operations Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill lynch May 2014 - August 2014
Fidelity Investments May 2013 - May 2013
NBCUniversal, Inc. June 2012 - June 2012
YMCA November 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Leadership, Data Analysis, Financial Analysis, Customer Service, Economics, Teamwork, Market Research, Social Networking, Fundraising, Critical Thinking, Time Management
Education
Gettysburg College 2011 — 2015
Economics, Business, Business/Managerial Economics
Gettysburg College 2011 — 2015
Bachelor's degree, Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill lynch May 2014 - August 2014
Fidelity Investments May 2013 - May 2013
NBCUniversal, Inc. June 2012 - June 2012
YMCA November 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Leadership, Data Analysis, Financial Analysis, Customer Service, Economics, Teamwork, Market Research, Social Networking, Fundraising, Critical Thinking, Time Management
Education
Gettysburg College 2011 — 2015
Economics, Business, Business/Managerial Economics
Gettysburg College 2011 — 2015
Bachelor's degree, Economics
Jessica Zhi Qu's Bank of America Merrill Lynch Experience May 2015 - Present
Job Quantitative Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America June 2013 - May 2015
Skills
Data Analysis, SAS, Quantitative Analytics, R, Statistics, Econometrics, Stata, Microsoft Excel, VBA, Predictive Modeling, Financial Analysis, Economics, SQL, Matlab, Analysis
Education
Georgia Institute of Technology 2011 — 2013
Master of Science (M.S.), Economics
Georgia Institute of Technology 2011 — 2013
Master of Science (M.S.), Statistics
Bank of America Merrill Lynch May 2015 - Present
Bank of America June 2013 - May 2015
Skills
Data Analysis, SAS, Quantitative Analytics, R, Statistics, Econometrics, Stata, Microsoft Excel, VBA, Predictive Modeling, Financial Analysis, Economics, SQL, Matlab, Analysis
Education
Georgia Institute of Technology 2011 — 2013
Master of Science (M.S.), Economics
Georgia Institute of Technology 2011 — 2013
Master of Science (M.S.), Statistics
David H. Graham David H. Graham's Bank of America Merrill Lynch Experience May 2008 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2008 - Present
Morgan Stanley April 2005 - May 2008
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America Merrill Lynch May 2008 - Present
Morgan Stanley April 2005 - May 2008
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Paula Conyers Walker's Bank of America Merrill Lynch Experience November 2010 - Present
Job Proposal Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2010 - Present
Bank of America Merrill Lynch January 2005 - November 2010
Bank of America June 2000 - January 2005
Global Treasury June 2000 - January 2005
Bank of America Merrill Lynch September 1999 - June 2000
Bank of America, NA June 1998 - September 1999
Bank of America NA January 1994 - January 1998
C&S Bank 1982 - 1986
Skills
Banking, Relationship Management
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
MBA, Masters Business Administration
Keller Graduate School of Management 1994 — 1997
MBA, 2007
Hampton University 1977 — 1981
Bachelors of Science, Business Marketing
Bank of America Merrill Lynch November 2010 - Present
Bank of America Merrill Lynch January 2005 - November 2010
Bank of America June 2000 - January 2005
Global Treasury June 2000 - January 2005
Bank of America Merrill Lynch September 1999 - June 2000
Bank of America, NA June 1998 - September 1999
Bank of America NA January 1994 - January 1998
C&S Bank 1982 - 1986
Skills
Banking, Relationship Management
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
MBA, Masters Business Administration
Keller Graduate School of Management 1994 — 1997
MBA, 2007
Hampton University 1977 — 1981
Bachelors of Science, Business Marketing
Marc Trostle Marc Trostle's Bank of America Merrill Lynch Experience May 2010 - July 2012
Job Investment Banking Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2013 - Present
Bank of America July 2012 - August 2013
Bank of America Merrill Lynch May 2010 - July 2012
Hamilton College February 2008 - May 2010
Hamilton College November 2007 - May 2010
Guthrie Health June 2008 - August 2008
Education
Hamilton College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Kent School 2003 — 2006
Guggenheim Partners August 2013 - Present
Bank of America July 2012 - August 2013
Bank of America Merrill Lynch May 2010 - July 2012
Hamilton College February 2008 - May 2010
Hamilton College November 2007 - May 2010
Guthrie Health June 2008 - August 2008
Education
Hamilton College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Kent School 2003 — 2006
Randall Koch's Bank of America Merrill Lynch Experience November 2008 - July 2011
Job Consultant, Cybersecurity Program Management, Network Administration, Client/Server Engineering
Industry Computer & Network Security
Experience
Harford Community College September 2014 - December 2014
Bank of America July 2011 - August 2014
Bank of America Merrill Lynch November 2008 - July 2011
MBNA / Bank of America January 2001 - December 2008
Americom Wireless Services October 1999 - January 2001
InduServe Supply May 1996 - May 1999
Courtland Hearth & Hardware April 1982 - April 1996
Skills
Program Management, IT Strategy, Project Management, Leadership, Network Security..., Access Control..., ITIL, Network Security, Vendor Management, Project Delivery, Business Continuity, Governance, Business Analysis, Strategy, Management, Software Documentation, Networking, Information Technology, SharePoint, PMO, Windows Server, Team Building, Contract Negotiation, Network Engineering, Wireless Networking
Education
CyberWorks
University of Maryland University College 2012 — 2018
BS, Cyber/Computer Forensics and Counterterrorism
Harford Community College
Associate's Degree, Technical Professional Studies
Project Management Institute 2007 — 2008
PMP, Project Management Professional
Learning Tree International 2000 — 2005
Project Management; Computer Science
University of Maryland Baltimore County 1999 — 1999
Computer Science
Towson University 1999 — 1999
Computer Science
Harford Community College September 2014 - December 2014
Bank of America July 2011 - August 2014
Bank of America Merrill Lynch November 2008 - July 2011
MBNA / Bank of America January 2001 - December 2008
Americom Wireless Services October 1999 - January 2001
InduServe Supply May 1996 - May 1999
Courtland Hearth & Hardware April 1982 - April 1996
Skills
Program Management, IT Strategy, Project Management, Leadership, Network Security..., Access Control..., ITIL, Network Security, Vendor Management, Project Delivery, Business Continuity, Governance, Business Analysis, Strategy, Management, Software Documentation, Networking, Information Technology, SharePoint, PMO, Windows Server, Team Building, Contract Negotiation, Network Engineering, Wireless Networking
Education
CyberWorks
University of Maryland University College 2012 — 2018
BS, Cyber/Computer Forensics and Counterterrorism
Harford Community College
Associate's Degree, Technical Professional Studies
Project Management Institute 2007 — 2008
PMP, Project Management Professional
Learning Tree International 2000 — 2005
Project Management; Computer Science
University of Maryland Baltimore County 1999 — 1999
Computer Science
Towson University 1999 — 1999
Computer Science
Lenna Keith Mogannam Lenna Keith Mogannam's Bank of America Merrill Lynch Experience January 2010 - Present
Job Assistant Vice President, Business Banking, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2010 - Present
Wells Fargo Bank September 2008 - January 2010
Wells Fargo Bank May 2007 - September 2008
Skills
Salesforce.com, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Research
Education
Golden Gate University 2010 — 2013
Masters of Business Administration, Management
University of California, Davis 2003 — 2007
Bachelor of Arts, Political Science
Bank of America Merrill Lynch January 2010 - Present
Wells Fargo Bank September 2008 - January 2010
Wells Fargo Bank May 2007 - September 2008
Skills
Salesforce.com, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Research
Education
Golden Gate University 2010 — 2013
Masters of Business Administration, Management
University of California, Davis 2003 — 2007
Bachelor of Arts, Political Science
Matthew Van Meeteren Matthew Van Meeteren's Bank of America Merrill Lynch Experience September 2015 - Present
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch May 2012 - August 2015
Blackford Capital, LLC January 2012 - April 2012
Merrill Lynch April 2011 - December 2011
Wuskowhan Players Club 2009 - 2010
Dynamic Corporation April 2009 - August 2009
Quality Car Wash 2006 - 2009
Skills
Leadership, Financial Analysis, Finance, Customer Service, Time Management, Microsoft Office, Wealth Management, Management, Critical Thinking, Business Development
Education
Grand Valley State University 2009 — 2012
Bachelors of Business Administration, Finance, Economics
Holland Christian High School 2004 — 2008
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch May 2012 - August 2015
Blackford Capital, LLC January 2012 - April 2012
Merrill Lynch April 2011 - December 2011
Wuskowhan Players Club 2009 - 2010
Dynamic Corporation April 2009 - August 2009
Quality Car Wash 2006 - 2009
Skills
Leadership, Financial Analysis, Finance, Customer Service, Time Management, Microsoft Office, Wealth Management, Management, Critical Thinking, Business Development
Education
Grand Valley State University 2009 — 2012
Bachelors of Business Administration, Finance, Economics
Holland Christian High School 2004 — 2008
Kamlesh Bhatia's Bank of America Merrill Lynch Experience 2005 - October 2009
Job
Industry Investment Management
Experience
Arya Asset Management, LLC March 2013 - Present
Jefferies & Company July 2010 - February 2013
Piper Jaffray October 2009 - July 2010
Bank of America Merrill Lynch 2005 - October 2009
Rock Hill Partners 2004 - 2005
DLJ / CSFB 1998 - 2002
Ford Motor Company 1992 - 1996
Skills
Financial Structuring, Valuation, Private Equity, Investment Banking, Hedge Funds, Equities, Investments, Business Valuation, Structured Finance, Securities, Acquisitions, Capital, Financial Advisory, Restructuring, Mezzanine
Education
Harvard Business School 1996 — 1998
MBA
University of Missouri-Rolla 1990 — 1992
MS
University of Mumbai 1986 — 1990
BE
Arya Asset Management, LLC March 2013 - Present
Jefferies & Company July 2010 - February 2013
Piper Jaffray October 2009 - July 2010
Bank of America Merrill Lynch 2005 - October 2009
Rock Hill Partners 2004 - 2005
DLJ / CSFB 1998 - 2002
Ford Motor Company 1992 - 1996
Skills
Financial Structuring, Valuation, Private Equity, Investment Banking, Hedge Funds, Equities, Investments, Business Valuation, Structured Finance, Securities, Acquisitions, Capital, Financial Advisory, Restructuring, Mezzanine
Education
Harvard Business School 1996 — 1998
MBA
University of Missouri-Rolla 1990 — 1992
MS
University of Mumbai 1986 — 1990
BE
Thor O'Connell's Bank of America Merrill Lynch Experience September 2008 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2008 - Present
Bank of America Merrill Lynch January 2014 - Present
United States Marine Corps Reserve June 2002 - January 2013
Lehman Brothers August 2007 - September 2008
Citi May 2006 - August 2006
Atlantic Coast Airlines, Inc May 2002 - January 2005
United States Marine Corps May 1993 - June 2002
Skills
Risk Management, Leadership, Operational Planning, Strategic Planning, Security Clearance, Government, Risk Assessment, Military, Operations Management, Financial Modeling, Cross-functional Team..., DoD, Team Leadership, Process Improvement, Analysis, Leadership Development, Program Management, Military Experience, Military Operations, Policy, Command, Tactics, National Security, Training, Security, Management, Team Building, Navy, Intelligence Analysis, Defense, Top Secret, Aviation, Organizational..., Afghanistan, Weapons
Education
Georgia State University 2005 — 2007
MBA
American Military University 1999 — 2003
MA
Rensselaer Polytechnic Institute 1989 — 1993
BS
Bank of America Merrill Lynch September 2008 - Present
Bank of America Merrill Lynch January 2014 - Present
United States Marine Corps Reserve June 2002 - January 2013
Lehman Brothers August 2007 - September 2008
Citi May 2006 - August 2006
Atlantic Coast Airlines, Inc May 2002 - January 2005
United States Marine Corps May 1993 - June 2002
Skills
Risk Management, Leadership, Operational Planning, Strategic Planning, Security Clearance, Government, Risk Assessment, Military, Operations Management, Financial Modeling, Cross-functional Team..., DoD, Team Leadership, Process Improvement, Analysis, Leadership Development, Program Management, Military Experience, Military Operations, Policy, Command, Tactics, National Security, Training, Security, Management, Team Building, Navy, Intelligence Analysis, Defense, Top Secret, Aviation, Organizational..., Afghanistan, Weapons
Education
Georgia State University 2005 — 2007
MBA
American Military University 1999 — 2003
MA
Rensselaer Polytechnic Institute 1989 — 1993
BS
Rahul Rauniyar, CFA's Bank of America Merrill Lynch Experience August 2010 - Present
Job
Industry Investment Management
Experience
Bank of America - Merrill Lynch August 2010 - Present
Skills
Quantitative Analytics, Quantitative Finance, Asset Allocation, Portfolio Optimization, Alternative Investments, Investments, Portfolio Management, Performance Attribution, Investment Management, Fixed Income, Hedge Funds
Education
Georgia Institute of Technology 2001 — 2003
MSc, Quantitative and Computational Finance
Wabash College 1997 — 2001
BA, Economics, Physics
Budhanilkantha School 1986 — 1994
Bank of America - Merrill Lynch August 2010 - Present
Skills
Quantitative Analytics, Quantitative Finance, Asset Allocation, Portfolio Optimization, Alternative Investments, Investments, Portfolio Management, Performance Attribution, Investment Management, Fixed Income, Hedge Funds
Education
Georgia Institute of Technology 2001 — 2003
MSc, Quantitative and Computational Finance
Wabash College 1997 — 2001
BA, Economics, Physics
Budhanilkantha School 1986 — 1994
Vanita Chadha-Gupta's Bank of America Merrill Lynch Experience 2001 - 2006
Job
Industry Banking
Experience
RBC Capital Markets 2012 - Present
Goldman Sachs 2011 - 2012
UBS Investment Bank 2006 - 2011
Bank Of America-Merrill Lynch 2001 - 2006
GoldenSource 2000 - 2001
Reuters 1997 - 2000
ICICI Bank 1991 - 1994
Skills
Project Management, Derivatives, Market Data, Reference Data, Fixed Income, Equities, Capital Markets, Prime Brokerage, Banking, Investment Banking, Back Office, Risk Management, Financial Markets, Trading Systems, Financial Services, FX Options, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Structured Products, Bloomberg, Trading, Swaps, Interest Rate..., Credit Derivatives, Options, Securities, Market Risk, CDS, Bonds, Collateral Management, Equity Trading, Corporate Actions, Low Latency, Business Analysis, Management, SDLC, Data Warehousing
Education
Indian Institute of Management, Ahmedabad 1989 — 1991
Master of Business Administration (M.B.A.)
Georgia State University 1995 — 1997
Master of Science (M.S.)
RBC Capital Markets 2012 - Present
Goldman Sachs 2011 - 2012
UBS Investment Bank 2006 - 2011
Bank Of America-Merrill Lynch 2001 - 2006
GoldenSource 2000 - 2001
Reuters 1997 - 2000
ICICI Bank 1991 - 1994
Skills
Project Management, Derivatives, Market Data, Reference Data, Fixed Income, Equities, Capital Markets, Prime Brokerage, Banking, Investment Banking, Back Office, Risk Management, Financial Markets, Trading Systems, Financial Services, FX Options, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Structured Products, Bloomberg, Trading, Swaps, Interest Rate..., Credit Derivatives, Options, Securities, Market Risk, CDS, Bonds, Collateral Management, Equity Trading, Corporate Actions, Low Latency, Business Analysis, Management, SDLC, Data Warehousing
Education
Indian Institute of Management, Ahmedabad 1989 — 1991
Master of Business Administration (M.B.A.)
Georgia State University 1995 — 1997
Master of Science (M.S.)
Toni Papachrysanthou Soccio's Bank of America Merrill Lynch Experience June 2007 - Present
Job SVP, Human Resources Executive at Bank of America/Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2007 - Present
Bank of America January 2006 - June 2007
MBNA America 1993 - 2005
Skills
Performance Management, Succession Planning, Talent Management, Onboarding, Organizational..., Leadership Development, Organizational Design, Banking, Employee Relations, Talent Acquisition, Employee Engagement, Deferred Compensation, Workforce Planning, Change Management, Organizational..., Human Resources, Personnel Management, Recruiting
Education
Goldey-Beacom College 2001 — 2003
MBA, Marketing & Management
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS, Marketing/Mgmt
Bank of America Merrill Lynch June 2007 - Present
Bank of America January 2006 - June 2007
MBNA America 1993 - 2005
Skills
Performance Management, Succession Planning, Talent Management, Onboarding, Organizational..., Leadership Development, Organizational Design, Banking, Employee Relations, Talent Acquisition, Employee Engagement, Deferred Compensation, Workforce Planning, Change Management, Organizational..., Human Resources, Personnel Management, Recruiting
Education
Goldey-Beacom College 2001 — 2003
MBA, Marketing & Management
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS, Marketing/Mgmt
Chris Schuster's Bank of America Merrill Lynch Experience January 2015 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America September 2012 - December 2014
JP Morgan January 2011 - September 2012
JP Morgan September 2008 - January 2011
JP Morgan September 2007 - August 2008
Reaching Out MBA, Inc. December 2005 - February 2007
NYU Stern Consulting Corp 2006 - 2007
Chris Schuster 2004 - 2007
Travelers Insurance 1999 - 1999
Skills
Cross-functional Team..., Strategic Consulting, Product Development, Segmentation, Cash Management, Global Strategy, Treasury, Community Organizing, Training & Development, Economics, Governance, Data Management, Budgeting, International Sales, Mathematics, Business Strategy, Analysis, Product Management, Marketing, Budgets, Treasury Services, Analytics, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Economics, Management
Hamilton College 1996 — 2000
BA, Mathematics & Studio Art
Bank of America Merrill Lynch January 2015 - Present
Bank of America September 2012 - December 2014
JP Morgan January 2011 - September 2012
JP Morgan September 2008 - January 2011
JP Morgan September 2007 - August 2008
Reaching Out MBA, Inc. December 2005 - February 2007
NYU Stern Consulting Corp 2006 - 2007
Chris Schuster 2004 - 2007
Travelers Insurance 1999 - 1999
Skills
Cross-functional Team..., Strategic Consulting, Product Development, Segmentation, Cash Management, Global Strategy, Treasury, Community Organizing, Training & Development, Economics, Governance, Data Management, Budgeting, International Sales, Mathematics, Business Strategy, Analysis, Product Management, Marketing, Budgets, Treasury Services, Analytics, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Economics, Management
Hamilton College 1996 — 2000
BA, Mathematics & Studio Art
Mohammed Ataulla Tobacco Noor's Bank of America Merrill Lynch Experience November 2014 - Present
Job
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch January 2009 - November 2014
Merrill Lynch August 2006 - December 2008
NYSE Euronext 2003 - 2006
Wipro Technologies 2002 - 2006
Ampersand Technologies December 2000 - May 2002
ISRO 1998 - 2000
Skills
Spring, SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, Oracle, EJB, Struts, Unix, Software Project..., ESB, Data Warehousing, Architecture, DB2, Java, Agile Methodologies, Requirements Analysis, SQL, JSON, JDBC, XML, Web Development, Enterprise Architecture, Weblogic, Spring Framework
Education
Gulbarga University 1992 — 1996
Bachelor in Engineering, Mechanical Engineering
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch January 2009 - November 2014
Merrill Lynch August 2006 - December 2008
NYSE Euronext 2003 - 2006
Wipro Technologies 2002 - 2006
Ampersand Technologies December 2000 - May 2002
ISRO 1998 - 2000
Skills
Spring, SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, Oracle, EJB, Struts, Unix, Software Project..., ESB, Data Warehousing, Architecture, DB2, Java, Agile Methodologies, Requirements Analysis, SQL, JSON, JDBC, XML, Web Development, Enterprise Architecture, Weblogic, Spring Framework
Education
Gulbarga University 1992 — 1996
Bachelor in Engineering, Mechanical Engineering
Yuri Salkinder's Bank of America Merrill Lynch Experience July 2014 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Credit Suisse 2006 - June 2014
CSFB 2002 - 2005
ON Networks 2001 - 2002
RTS Wireless 1998 - 2001
MarketNet Group 1995 - 1998
Periphonics Corp August 1992 - January 1995
Skills
Trading Systems, Electronic Trading, Low Latency
Education
Institut Problem Informatiki Akademii Nauk (IPIAN) 1986 — 1991
PhD, Computer Science, Software Engineering
Gubkin Russian State University of Oil and Gas 1981 — 1986
MS, Applied Mathematics
Bank of America Merrill Lynch July 2014 - Present
Credit Suisse 2006 - June 2014
CSFB 2002 - 2005
ON Networks 2001 - 2002
RTS Wireless 1998 - 2001
MarketNet Group 1995 - 1998
Periphonics Corp August 1992 - January 1995
Skills
Trading Systems, Electronic Trading, Low Latency
Education
Institut Problem Informatiki Akademii Nauk (IPIAN) 1986 — 1991
PhD, Computer Science, Software Engineering
Gubkin Russian State University of Oil and Gas 1981 — 1986
MS, Applied Mathematics
David Stith's Bank of America Merrill Lynch Experience May 2010 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2010 - Present
Cantor Fitzgerald June 2009 - May 2010
Merrill Lynch July 2004 - January 2009
Bear Stearns March 1999 - July 2004
Banc of America Securities March 1996 - March 1999
Merrill Lynch August 1989 - March 1996
Skills
Capital Markets, Debt, Valuation, Mergers, Hedge Funds, Investments, Structured Finance, Fixed Income, Mergers & Acquisitions, LBO, Investment Banking, Management, Due Diligence, Corporate Finance, Banking, Finance, Restructuring, Equities, CRM, Capital Structure, Securities, Alternative Investments, Credit, Financial Risk, Private Equity, Financial Structuring, Portfolio Management, High Yield, Structured Products
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), finance
Hampton University 1976 — 1980
BS, Finance
Bank of America Merrill Lynch May 2010 - Present
Cantor Fitzgerald June 2009 - May 2010
Merrill Lynch July 2004 - January 2009
Bear Stearns March 1999 - July 2004
Banc of America Securities March 1996 - March 1999
Merrill Lynch August 1989 - March 1996
Skills
Capital Markets, Debt, Valuation, Mergers, Hedge Funds, Investments, Structured Finance, Fixed Income, Mergers & Acquisitions, LBO, Investment Banking, Management, Due Diligence, Corporate Finance, Banking, Finance, Restructuring, Equities, CRM, Capital Structure, Securities, Alternative Investments, Credit, Financial Risk, Private Equity, Financial Structuring, Portfolio Management, High Yield, Structured Products
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), finance
Hampton University 1976 — 1980
BS, Finance
Curtis Crispin's Bank of America Merrill Lynch Experience June 2013 - Present
Job Senior Product Sales Segment Manager at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2008 - June 2013
Bank of America Merrill Lynch September 2006 - April 2008
HealthLogic Systems Corporation January 2003 - September 2006
HealthLogic Systems Corporation July 1999 - December 2002
HealthLogic Systems Corporation August 1996 - June 1999
Skills
Product Management, Process Improvement, Business Analysis, Solution Architecture, Business Strategy, Strategic Planning, Project Management, Change Management, Disaster Recovery, Team Building, New Business Development, Architecture, Banking
Education
Georgia Institute of Technology 1994 — 1999
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2008 - June 2013
Bank of America Merrill Lynch September 2006 - April 2008
HealthLogic Systems Corporation January 2003 - September 2006
HealthLogic Systems Corporation July 1999 - December 2002
HealthLogic Systems Corporation August 1996 - June 1999
Skills
Product Management, Process Improvement, Business Analysis, Solution Architecture, Business Strategy, Strategic Planning, Project Management, Change Management, Disaster Recovery, Team Building, New Business Development, Architecture, Banking
Education
Georgia Institute of Technology 1994 — 1999
Bachelor of Science (B.S.), Electrical and Electronics Engineering
James Culp III's Bank of America Merrill Lynch Experience September 2008 - December 2010
Job Financial Consultant at National Asset Management, Inc.
Industry Financial Services
Experience
National Asset Management, Inc. March 2011 - Present
National Securities Corporation December 2010 - Present
Bank of America Merrill Lynch September 2008 - December 2010
Merrill Lynch, Pierce, Fenner & Smith July 2006 - September 2008
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Equities, Investment Strategies
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Management, Economics
Ridley High School 1997 — 2002
National Asset Management, Inc. March 2011 - Present
National Securities Corporation December 2010 - Present
Bank of America Merrill Lynch September 2008 - December 2010
Merrill Lynch, Pierce, Fenner & Smith July 2006 - September 2008
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Equities, Investment Strategies
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Management, Economics
Ridley High School 1997 — 2002
Gaurav Priyolkar's Bank of America Merrill Lynch Experience January 2010 - Present
Job Linux Expert
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2006 - December 2009
GE May 2003 - January 2006
Tata Consultancy Services November 2002 - January 2006
Pyramid Softech August 2001 - October 2002
Skills
Linux, Enterprise Architecture, System Administration, Red Hat Linux, Clustering, High Availability, Puppet, Veritas Cluster Server, Veritas Volume Manager, LVM, Apache, DNS, NFS, Samba, Squid, Sendmail, Weblogic, C, Perl, PHP, Shell Scripting, PostgreSQL, BigBrother, CVS, Bugzilla, Asterisk
Education
Goa University
Bachelor of Engineering, Computer Science
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2006 - December 2009
GE May 2003 - January 2006
Tata Consultancy Services November 2002 - January 2006
Pyramid Softech August 2001 - October 2002
Skills
Linux, Enterprise Architecture, System Administration, Red Hat Linux, Clustering, High Availability, Puppet, Veritas Cluster Server, Veritas Volume Manager, LVM, Apache, DNS, NFS, Samba, Squid, Sendmail, Weblogic, C, Perl, PHP, Shell Scripting, PostgreSQL, BigBrother, CVS, Bugzilla, Asterisk
Education
Goa University
Bachelor of Engineering, Computer Science
Jevon Price's Bank of America Merrill Lynch Experience 2006 - 2011
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch 2006 - 2011
Bank of America Merrill Lynch 2001 - 2006
Bank of America Merrill Lynch 1996 - 2001
Bank of America Merrill Lynch 1993 - 1996
Esprit June 1985 - September 1993
Skills
Trading, Pensions, Fixed Income, Equities, Series 7, Finance, Hedge Funds, Risk Management, Mutual Funds, Financial Services, Securities, Financial Risk, Asset Allocation, CRM, Investment Banking, Wealth Management, Series 63, Portfolio Management, FINRA, Back Office, Alternative Investments, Derivatives, Mergers & Acquisitions
Education
Golden Gate University 1994 — 1996
MBA, Finance
University of California, Berkeley 1987 — 1991
BA, Economics
Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch 2006 - 2011
Bank of America Merrill Lynch 2001 - 2006
Bank of America Merrill Lynch 1996 - 2001
Bank of America Merrill Lynch 1993 - 1996
Esprit June 1985 - September 1993
Skills
Trading, Pensions, Fixed Income, Equities, Series 7, Finance, Hedge Funds, Risk Management, Mutual Funds, Financial Services, Securities, Financial Risk, Asset Allocation, CRM, Investment Banking, Wealth Management, Series 63, Portfolio Management, FINRA, Back Office, Alternative Investments, Derivatives, Mergers & Acquisitions
Education
Golden Gate University 1994 — 1996
MBA, Finance
University of California, Berkeley 1987 — 1991
BA, Economics
Jefferson Buller's Bank of America Merrill Lynch Experience August 2008 - November 2010
Job National Project Manager Small Business at Bank of America
Industry Banking
Experience
Bank of America October 2012 - Present
Summerfield Waldorf School and Farm January 2004 - Present
Sebastopol Community Emergency Response Team January 2006 - January 2015
Bank of America April 2012 - October 2012
Bank of America November 2010 - April 2012
Bank of America - Merrill Lynch August 2008 - November 2010
Bank of America April 2008 - August 2008
Bank of America August 2007 - April 2008
Bank of America September 2003 - August 2007
Bank of America February 2001 - September 2003
Skills
Relationship Management, Treasury Management, Business Development, Leadership, Sales, Commercial Real Estate, Management, Marketing, Project Management, Time Management, Strategy, Process Engineering, Banking, Loans, Credit, Coaching, CRM, Financial Modeling, Process Improvement, Finance, Risk Management, Portfolio Management, Analysis, Program Management, Training
Education
Golden Gate University, School of Law 1995 — 1997
JD Candidate
Sonoma State University 1990 — 1995
Bachelor of Arts
Bank of America October 2012 - Present
Summerfield Waldorf School and Farm January 2004 - Present
Sebastopol Community Emergency Response Team January 2006 - January 2015
Bank of America April 2012 - October 2012
Bank of America November 2010 - April 2012
Bank of America - Merrill Lynch August 2008 - November 2010
Bank of America April 2008 - August 2008
Bank of America August 2007 - April 2008
Bank of America September 2003 - August 2007
Bank of America February 2001 - September 2003
Skills
Relationship Management, Treasury Management, Business Development, Leadership, Sales, Commercial Real Estate, Management, Marketing, Project Management, Time Management, Strategy, Process Engineering, Banking, Loans, Credit, Coaching, CRM, Financial Modeling, Process Improvement, Finance, Risk Management, Portfolio Management, Analysis, Program Management, Training
Education
Golden Gate University, School of Law 1995 — 1997
JD Candidate
Sonoma State University 1990 — 1995
Bachelor of Arts
Arvin Pereira's Bank of America Merrill Lynch Experience April 2011 - Present
Job Vice President, Corporate Treasury Sales, Global Corporate & Investment Bank at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2011 - Present
Skills
Corporate Lending, Merchant Banking, Credit, Corporate Sales, New Business Development, Pitch Development, Loans, Banking, Portfolio Management, Commercial Banking, Relationship Management, Financial Institutions, Cash Management, Sales, Capital Markets, Treasury Management
Education
Goa University 1994 — 1994
Post Graduate Certificate
Goa University 1992 — 1994
MBA
Goa University 1989 — 1992
Bachelor of Science (B.Sc)
Don Bosco High School 1978 — 1987
high school
St Xavier' s College, Goa, India
High school
Bank of America Merrill Lynch April 2011 - Present
Skills
Corporate Lending, Merchant Banking, Credit, Corporate Sales, New Business Development, Pitch Development, Loans, Banking, Portfolio Management, Commercial Banking, Relationship Management, Financial Institutions, Cash Management, Sales, Capital Markets, Treasury Management
Education
Goa University 1994 — 1994
Post Graduate Certificate
Goa University 1992 — 1994
MBA
Goa University 1989 — 1992
Bachelor of Science (B.Sc)
Don Bosco High School 1978 — 1987
high school
St Xavier' s College, Goa, India
High school
Anne Hsieh's Bank of America Merrill Lynch Experience January 2005 - December 2011
Job Senior Database Admin, GIO at First Data Corporation
Industry Financial Services
Experience
First Data Corporation January 2012 - Present
Bank of America Merrill Lynch January 2005 - December 2011
Bank of America Merchant Services April 2001 - December 2004
Skills
Requirements Analysis, SDLC, Unix, Databases, Data Center, Oracle Database, Database Design, Database Administration, Netezza, MySQL, Data Guard, Oracle RAC, SQL, SQL Tuning, RMAN, Performance Tuning, Backup & Recovery..., Business Analysis, Disaster Recovery
Education
Golden Gate University 1998 — 1999
First Data Corporation January 2012 - Present
Bank of America Merrill Lynch January 2005 - December 2011
Bank of America Merchant Services April 2001 - December 2004
Skills
Requirements Analysis, SDLC, Unix, Databases, Data Center, Oracle Database, Database Design, Database Administration, Netezza, MySQL, Data Guard, Oracle RAC, SQL, SQL Tuning, RMAN, Performance Tuning, Backup & Recovery..., Business Analysis, Disaster Recovery
Education
Golden Gate University 1998 — 1999
Brittany Davis's Bank of America Merrill Lynch Experience 2009 - June 2012
Job MBA Candidate Harvard Business School; Cofounder & CEO Runway
Industry Internet
Experience
Runway Technologies, Inc. April 2014 - Present
TechStars January 2014 - May 2014
Startup Institute October 2013 - December 2013
Groupon June 2013 - August 2013
Bank of America Merrill Lynch 2009 - June 2012
Bank of America Merrill Lynch June 2007 - July 2009
Education
Harvard Business School
Master of Business Administration (MBA) Candidate
University of North Carolina at Chapel Hill
Bachelor of Business Administration (BS)
Runway Technologies, Inc. April 2014 - Present
TechStars January 2014 - May 2014
Startup Institute October 2013 - December 2013
Groupon June 2013 - August 2013
Bank of America Merrill Lynch 2009 - June 2012
Bank of America Merrill Lynch June 2007 - July 2009
Education
Harvard Business School
Master of Business Administration (MBA) Candidate
University of North Carolina at Chapel Hill
Bachelor of Business Administration (BS)
Jeff Zusi's Bank of America Merrill Lynch Experience September 2014 - Present
Job SVP Finance at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch April 2010 - September 2014
Bank of America October 2007 - April 2010
Bank of America October 2006 - October 2007
Intel Corporation 2005 - 2006
Intel Corporation September 2003 - February 2005
Intel Corporation September 2001 - August 2003
IBM May 2000 - August 2000
JPMorgan Chase 1998 - 1999
JPMorgan Chase 1996 - 1998
Education
The College of William and Mary - The Mason School of Business 1999 — 2001
MBA
Gettysburg College 1989 — 1993
BA, Political Science
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch April 2010 - September 2014
Bank of America October 2007 - April 2010
Bank of America October 2006 - October 2007
Intel Corporation 2005 - 2006
Intel Corporation September 2003 - February 2005
Intel Corporation September 2001 - August 2003
IBM May 2000 - August 2000
JPMorgan Chase 1998 - 1999
JPMorgan Chase 1996 - 1998
Education
The College of William and Mary - The Mason School of Business 1999 — 2001
MBA
Gettysburg College 1989 — 1993
BA, Political Science
Kyle D. Kniffen's Bank of America Merrill Lynch Experience April 2010 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
Education
Gettysburg College
Bachelor of Arts (B.A.), Management, Economics
Bank of America Merrill Lynch April 2010 - Present
Education
Gettysburg College
Bachelor of Arts (B.A.), Management, Economics
Pam Ronan's Bank of America Merrill Lynch Experience April 2011 - Present
Job VP Operations Manager Derivatives at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
MF Global November 2005 - March 2011
Cargill Investor Services 2003 - September 2005
Cargill Investor Services September 2000 - 2003
EVEREN Securities April 1990 - June 2000
Education
Governors State University
Bachelor of Arts, Accounting
Bank of America Merrill Lynch April 2011 - Present
MF Global November 2005 - March 2011
Cargill Investor Services 2003 - September 2005
Cargill Investor Services September 2000 - 2003
EVEREN Securities April 1990 - June 2000
Education
Governors State University
Bachelor of Arts, Accounting
Ted Mosterd's Bank of America Merrill Lynch Experience July 2013 - June 2014
Job Account Associate II /Corporate Trust Services
Industry Banking
Experience
Tawani Foundation August 2015 - Present
Wells Fargo Bank, NA March 2015 - August 2015
Bank of America Merrill Lynch July 2013 - June 2014
BNY Mellon Trust Company N.A. October 2012 - July 2013
BNY Mellon Trust Company N.A. October 2008 - October 2012
BNY Mellon Trust Company N.A. May 2004 - October 2008
Balley Total Fitness October 2001 - November 2003
CNA Insurance October 1986 - September 2001
Heritage Middle School - School District 171 August 1976 - August 1986
Skills
Customer Service, Microsoft Office, Microsoft Word, Process Improvement, Leadership, Project Management, Sales, Team Building, Banking, Event Planning, Financial Services, Investments, Marketing, Portfolio Management, Public Speaking, Risk Management, Capital Markets, Fixed Income
Education
Governors State University
Master's Degree, Fine/Studio Arts, General
Moraine Valley Community College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
North Central College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Tawani Foundation August 2015 - Present
Wells Fargo Bank, NA March 2015 - August 2015
Bank of America Merrill Lynch July 2013 - June 2014
BNY Mellon Trust Company N.A. October 2012 - July 2013
BNY Mellon Trust Company N.A. October 2008 - October 2012
BNY Mellon Trust Company N.A. May 2004 - October 2008
Balley Total Fitness October 2001 - November 2003
CNA Insurance October 1986 - September 2001
Heritage Middle School - School District 171 August 1976 - August 1986
Skills
Customer Service, Microsoft Office, Microsoft Word, Process Improvement, Leadership, Project Management, Sales, Team Building, Banking, Event Planning, Financial Services, Investments, Marketing, Portfolio Management, Public Speaking, Risk Management, Capital Markets, Fixed Income
Education
Governors State University
Master's Degree, Fine/Studio Arts, General
Moraine Valley Community College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
North Central College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Brian Lorson's Bank of America Merrill Lynch Experience September 2010 - December 2011
Job Regional Account Manager at Wheelabrator
Industry Machinery
Experience
Wheelabrator Plus June 2015 - Present
Western Union December 2011 - Present
Bank of America Merrill Lynch September 2010 - December 2011
JPMorgan Chase November 2008 - September 2010
Skills
Banking, Commercial Banking, Sales, Sales Presentations, Sales Management, New Business Development, Mortgage Banking, Home Equity Loans, Consumer Lending, Credit, Loans, Relationship Management, Credit Cards, Retail Banking, Foreign Exchange, Business Relationship..., Leadership, Management
Education
Grand Valley State University
Bachelors of Arts, International Relations - Major, Business - Minor
Wheelabrator Plus June 2015 - Present
Western Union December 2011 - Present
Bank of America Merrill Lynch September 2010 - December 2011
JPMorgan Chase November 2008 - September 2010
Skills
Banking, Commercial Banking, Sales, Sales Presentations, Sales Management, New Business Development, Mortgage Banking, Home Equity Loans, Consumer Lending, Credit, Loans, Relationship Management, Credit Cards, Retail Banking, Foreign Exchange, Business Relationship..., Leadership, Management
Education
Grand Valley State University
Bachelors of Arts, International Relations - Major, Business - Minor
Laura Latulippe's Bank of America Merrill Lynch Experience 2003 - Present
Job Director, Enterprise Business Specialist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2003 - Present
Wachovia 1991 - 2003
Education
Georgia Southern University 1979 — 1983
bba, Business/Managerial Economics
Bank of America Merrill Lynch 2003 - Present
Wachovia 1991 - 2003
Education
Georgia Southern University 1979 — 1983
bba, Business/Managerial Economics
Damian De Bello's Bank of America Merrill Lynch Experience 2010 - Present
Job Global Markets & Research Technology Business Management
Industry Financial Services
Experience
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch March 2005 - Present
Complete Management INC. September 2001 - February 2005
PNV, Inc. December 1999 - January 2001
Cablevision 1998 - 1999
Skills
Financial Services, Investment Banking
Education
New York University 2000 — 2001
MA, Industrial/Organizational Psychology
Guilford College 1993 — 1997
BS, Psychology
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch March 2005 - Present
Complete Management INC. September 2001 - February 2005
PNV, Inc. December 1999 - January 2001
Cablevision 1998 - 1999
Skills
Financial Services, Investment Banking
Education
New York University 2000 — 2001
MA, Industrial/Organizational Psychology
Guilford College 1993 — 1997
BS, Psychology
Joe McDevitt's Bank of America Merrill Lynch Experience April 2005 - July 2012
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2012 - Present
Bank of America Merrill Lynch April 2005 - July 2012
Skills
FINRA, Capital Markets, Fixed Income, Surveillance, Securities, Financial Services, Hedge Funds, Investment Banking, AML, Options, Trading, Derivatives, Trading Systems, Equities, Financial Markets, Prime Brokerage, Middle Office, Risk Management, Anti Money Laundering
Education
Greensboro College 1988 — 1993
BS, Economics
Red Bank Catholic 1984 — 1988
General Studies, General Studies
JPMorgan Chase July 2012 - Present
Bank of America Merrill Lynch April 2005 - July 2012
Skills
FINRA, Capital Markets, Fixed Income, Surveillance, Securities, Financial Services, Hedge Funds, Investment Banking, AML, Options, Trading, Derivatives, Trading Systems, Equities, Financial Markets, Prime Brokerage, Middle Office, Risk Management, Anti Money Laundering
Education
Greensboro College 1988 — 1993
BS, Economics
Red Bank Catholic 1984 — 1988
General Studies, General Studies
Brittany Henry's Bank of America Merrill Lynch Experience May 2009 - August 2009
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Management Consulting
Experience
University of Chicago Booth School of Business September 2015 - Present
Accenture September 2012 - Present
Quarterback Impact June 2015 - September 2015
Accenture August 2010 - September 2012
Bank of America Merrill Lynch May 2009 - August 2009
Sponsors for Educational Opportunity May 2009 - August 2009
KPMG June 2008 - August 2008
Skills
Financial Analysis, Valuation, Data Analysis, Investment Banking, Corporate Finance, Business Analysis, Management Consulting, Market Research, Consulting, Analysis, Strategy, Financial Modeling, Business Strategy, Financial Reporting, Change Management, Finance, Business Process..., Analytics, Microsoft Office
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Hampton University 2006 — 2010
Bachelor's of Science, Business Administration
Nicolet High School 2002 — 2006
High School Diploma
University of Chicago Booth School of Business September 2015 - Present
Accenture September 2012 - Present
Quarterback Impact June 2015 - September 2015
Accenture August 2010 - September 2012
Bank of America Merrill Lynch May 2009 - August 2009
Sponsors for Educational Opportunity May 2009 - August 2009
KPMG June 2008 - August 2008
Skills
Financial Analysis, Valuation, Data Analysis, Investment Banking, Corporate Finance, Business Analysis, Management Consulting, Market Research, Consulting, Analysis, Strategy, Financial Modeling, Business Strategy, Financial Reporting, Change Management, Finance, Business Process..., Analytics, Microsoft Office
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Hampton University 2006 — 2010
Bachelor's of Science, Business Administration
Nicolet High School 2002 — 2006
High School Diploma
Grant Blosser's Bank of America Merrill Lynch Experience June 2015 - Present
Job CFO Strategic Finance: Banking and Markets
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch January 2012 - June 2015
Merrill Lynch January 2011 - January 2012
Merrill Lynch June 2009 - January 2011
Skills
Equities, Valuation, Investments, Data Analysis, Capital Markets, Financial Analysis, Corporate Finance
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Government
University of St. Andrews 2007 — 2007
History, Government
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch January 2012 - June 2015
Merrill Lynch January 2011 - January 2012
Merrill Lynch June 2009 - January 2011
Skills
Equities, Valuation, Investments, Data Analysis, Capital Markets, Financial Analysis, Corporate Finance
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Government
University of St. Andrews 2007 — 2007
History, Government
Ryan D. Smith's Bank of America Merrill Lynch Experience August 2012 - November 2014
Job Credit Risk Analyst at Kabbage, Inc
Industry Financial Services
Experience
Kabbage, Inc October 2014 - October 2015
Bank of America Merrill Lynch August 2012 - November 2014
Personal Travel March 2014 - September 2014
International Center of Public Policy April 2012 - August 2012
Bank of America March 2008 - August 2012
Design Miami/ December 2011 - December 2011
Skills
Leadership, Nonprofits, Microsoft Office, Microsoft Excel, Management, Training, Marketing, Microsoft Office Suites, Merlin, POS, Technologically Savvy, Private Banking, SPSS, Analysis, Concur Expense, Interact, Final Draft, Microsoft Word, Microsoft Access, Microsoft Outlook, Constant Contact, Salesforce.com, Experian Hitwise, SQL, Microsoft SQL Server, CoreCard, LexisNexis, JIRA, TLO, Five9, Server Admin, Okta, Box.net, FortiClient, VPN, Linqpad4, ABBYY, Film Production, Video Editing, Television Directing, Documentary Production
Education
Georgia State University 2012 — 2014
Bachelor’s Degree, Public Policy
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
Kabbage, Inc October 2014 - October 2015
Bank of America Merrill Lynch August 2012 - November 2014
Personal Travel March 2014 - September 2014
International Center of Public Policy April 2012 - August 2012
Bank of America March 2008 - August 2012
Design Miami/ December 2011 - December 2011
Skills
Leadership, Nonprofits, Microsoft Office, Microsoft Excel, Management, Training, Marketing, Microsoft Office Suites, Merlin, POS, Technologically Savvy, Private Banking, SPSS, Analysis, Concur Expense, Interact, Final Draft, Microsoft Word, Microsoft Access, Microsoft Outlook, Constant Contact, Salesforce.com, Experian Hitwise, SQL, Microsoft SQL Server, CoreCard, LexisNexis, JIRA, TLO, Five9, Server Admin, Okta, Box.net, FortiClient, VPN, Linqpad4, ABBYY, Film Production, Video Editing, Television Directing, Documentary Production
Education
Georgia State University 2012 — 2014
Bachelor’s Degree, Public Policy
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
Paul Hannaway's Bank of America Merrill Lynch Experience July 2009 - November 2009
Job AVP Deliveries Manager at Dutch Bank owned International FCM
Industry Financial Services
Experience
Dutch bank owned International FCM AVP Deliveries ManagerDutch Bank owned International FCMDecember 2013 - Present
Fortis Clearing Americas June 2010 - Present
NewEdge 2010 - 2010
Bank of America Merrill Lynch July 2009 - November 2009
Banc of America Securities December 2008 - May 2009
Banc of America Securities June 2005 - December 2008
Banc of America Securities April 1999 - June 2005
Nationsbanc/CRT May 1995 - April 1999
CRT Services May 1993 - May 1995
Skills
Finance, Portfolio Management, Customer Service, Options, Financial Analysis, Trading Systems, Change Management, Investments, Fixed Income, Microsoft Excel, Equities, Back Office, Trading, Project Management, Settlement, Financial Markets, Hedge Funds, Risk Management, Derivatives
Education
Northern Illinois University 1994 — 1997
Bachelors of Arts, Anthropology/Archeology
Harper College 1992 — 1994
Associate of Arts, Anthropology/Biology
Dutch bank owned International FCM AVP Deliveries ManagerDutch Bank owned International FCMDecember 2013 - Present
Fortis Clearing Americas June 2010 - Present
NewEdge 2010 - 2010
Bank of America Merrill Lynch July 2009 - November 2009
Banc of America Securities December 2008 - May 2009
Banc of America Securities June 2005 - December 2008
Banc of America Securities April 1999 - June 2005
Nationsbanc/CRT May 1995 - April 1999
CRT Services May 1993 - May 1995
Skills
Finance, Portfolio Management, Customer Service, Options, Financial Analysis, Trading Systems, Change Management, Investments, Fixed Income, Microsoft Excel, Equities, Back Office, Trading, Project Management, Settlement, Financial Markets, Hedge Funds, Risk Management, Derivatives
Education
Northern Illinois University 1994 — 1997
Bachelors of Arts, Anthropology/Archeology
Harper College 1992 — 1994
Associate of Arts, Anthropology/Biology
Barrett Polan's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Lakeside Capital Advisors September 2013 - June 2014
Insight Management May 2010 - July 2013
Skills
Economics, Financial Modeling, Research, Econometrics, Microsoft Excel, PowerPoint, Corporate Finance, Microsoft Office, Public Speaking, Statistics, Spanish, Data Analysis, Strategic Planning, Leadership, Analysis, Healthcare
Education
Touro College of Medicine 2012 — 2013
Master of Science (MS), Interdisciplinary Sciences- Biomedical Sciences
Hampden-Sydney College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch July 2014 - Present
Lakeside Capital Advisors September 2013 - June 2014
Insight Management May 2010 - July 2013
Skills
Economics, Financial Modeling, Research, Econometrics, Microsoft Excel, PowerPoint, Corporate Finance, Microsoft Office, Public Speaking, Statistics, Spanish, Data Analysis, Strategic Planning, Leadership, Analysis, Healthcare
Education
Touro College of Medicine 2012 — 2013
Master of Science (MS), Interdisciplinary Sciences- Biomedical Sciences
Hampden-Sydney College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Kunal Gupta's Bank of America Merrill Lynch Experience June 2009 - August 2009
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte February 2014 - Present
EY February 2012 - December 2013
SunTrust May 2010 - June 2010
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Change Management, Process Improvement, Management Consulting, Project Management, PowerPoint, Program Management, Strategic Planning, Business Strategy, Data Analysis, Business Analysis, Risk Management, Financial Analysis, Microsoft Word, Research, Visio, Analysis, Leadership, Cross-functional Team...
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Information Systems, Finance
Deloitte February 2014 - Present
EY February 2012 - December 2013
SunTrust May 2010 - June 2010
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Change Management, Process Improvement, Management Consulting, Project Management, PowerPoint, Program Management, Strategic Planning, Business Strategy, Data Analysis, Business Analysis, Risk Management, Financial Analysis, Microsoft Word, Research, Visio, Analysis, Leadership, Cross-functional Team...
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Information Systems, Finance
Vincent Collins Sr. M.B.A's Bank of America Merrill Lynch Experience July 2015 - Present
Job Treasury Service Advisor with Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America March 2015 - July 2015
Bank of America March 2014 - March 2015
Cash Cure LLC May 2012 - November 2013
Delaware Cleaning Company October 2006 - May 2012
Discover Card Service January 2006 - November 2006
MBNA America November 1997 - January 2006
Skills
Training, Management, SQL, HTML, Customer Service, Strategic Planning, Network Security, Leadership, Credit, Negotiation, Insurance, Call Centers, Access, System Administration, Project Management, Data Analysis, Credit Cards, Business Analysis, Process Improvement, Community Outreach, Nonprofits, Public Speaking, Team Building
Education
Goldey Beacom College 2001 — 2003
M.B.A, Information Technology
Lock Haven University of Pennsylvania 1985 — 1989
B.S, Management Science
Bank of America Merrill Lynch July 2015 - Present
Bank of America March 2015 - July 2015
Bank of America March 2014 - March 2015
Cash Cure LLC May 2012 - November 2013
Delaware Cleaning Company October 2006 - May 2012
Discover Card Service January 2006 - November 2006
MBNA America November 1997 - January 2006
Skills
Training, Management, SQL, HTML, Customer Service, Strategic Planning, Network Security, Leadership, Credit, Negotiation, Insurance, Call Centers, Access, System Administration, Project Management, Data Analysis, Credit Cards, Business Analysis, Process Improvement, Community Outreach, Nonprofits, Public Speaking, Team Building
Education
Goldey Beacom College 2001 — 2003
M.B.A, Information Technology
Lock Haven University of Pennsylvania 1985 — 1989
B.S, Management Science
C.W. Christian Shea's Bank of America Merrill Lynch Experience July 2015 - Present
Job Associate Leveraged Finance at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch July 2015 - Present
McCalla Raymer September 2012 - July 2013
McCurdy & Candler June 2011 - September 2012
Pennington Law Firm, LLP May 2008 - May 2011
Skills
Legal Research, Legal Writing, Trials, Westlaw, Civil Litigation, Corporate Law, Real Estate, Contract Negotiation
Education
Georgia Institute of Technology - Georgia Tech College of Management 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
University of South Carolina School of Law 2006 — 2009
Juris Doctor (J.D.)
Georgia Institute of Technology 2002 — 2006
BS, International Affairs / Economics, 3.66 – Summa Cum Laude
Bank of America Merrill Lynch July 2015 - Present
McCalla Raymer September 2012 - July 2013
McCurdy & Candler June 2011 - September 2012
Pennington Law Firm, LLP May 2008 - May 2011
Skills
Legal Research, Legal Writing, Trials, Westlaw, Civil Litigation, Corporate Law, Real Estate, Contract Negotiation
Education
Georgia Institute of Technology - Georgia Tech College of Management 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
University of South Carolina School of Law 2006 — 2009
Juris Doctor (J.D.)
Georgia Institute of Technology 2002 — 2006
BS, International Affairs / Economics, 3.66 – Summa Cum Laude
Gregory Marcy's Bank of America Merrill Lynch Experience October 2013 - October 2014
Job Associate Director at Third Avenue Management
Industry Financial Services
Experience
Third Avenue Management October 2014 - Present
Bank of America Merrill Lynch October 2013 - October 2014
Merrill Lynch May 2012 - October 2013
Bank of America Merrill Lynch June 2008 - June 2012
Skills
Series 7, Equities, Series 63, Alternative Investments, Bloomberg, Investments, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Securities, Financial Modeling, Portfolio Management, Capital Markets, Sales, Investment Strategies, Valuation, Wealth Management, Derivatives, Investment Management, Private Equity, Investment Advisory, Investment Banking, Trading, Financial Markets, Microsoft Excel, Equity Trading, Options, Corporate Finance, Finance, PowerPoint, ETFs, Relationship Management, Series 6, Asset Allocation, Salesforce.com, Microsoft Office, 401k, Retirement, Financial Advisory, Strategic Financial..., Fixed Annuities, Risk Management, Due Diligence, Mergers, Fund Of Funds, Wealth Management..., Thompson One, High Net Worth..., Private Banking
Education
Gettysburg College 2004 — 2008
BA, Business Administration and Management, General
Third Avenue Management October 2014 - Present
Bank of America Merrill Lynch October 2013 - October 2014
Merrill Lynch May 2012 - October 2013
Bank of America Merrill Lynch June 2008 - June 2012
Skills
Series 7, Equities, Series 63, Alternative Investments, Bloomberg, Investments, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Securities, Financial Modeling, Portfolio Management, Capital Markets, Sales, Investment Strategies, Valuation, Wealth Management, Derivatives, Investment Management, Private Equity, Investment Advisory, Investment Banking, Trading, Financial Markets, Microsoft Excel, Equity Trading, Options, Corporate Finance, Finance, PowerPoint, ETFs, Relationship Management, Series 6, Asset Allocation, Salesforce.com, Microsoft Office, 401k, Retirement, Financial Advisory, Strategic Financial..., Fixed Annuities, Risk Management, Due Diligence, Mergers, Fund Of Funds, Wealth Management..., Thompson One, High Net Worth..., Private Banking
Education
Gettysburg College 2004 — 2008
BA, Business Administration and Management, General
Abraham Qatami's Bank of America Merrill Lynch Experience 2003 - 2005
Job Consultant at One World Financial
Industry Financial Services
Experience
One World Financial 2005 - Present
Bank of America Merrill Lynch 2003 - 2005
Skills
Corporate Finance, Investment Strategies, Financial Advisory
Education
Golden Gate University 1990 — 1994
MBA, Business
One World Financial 2005 - Present
Bank of America Merrill Lynch 2003 - 2005
Skills
Corporate Finance, Investment Strategies, Financial Advisory
Education
Golden Gate University 1990 — 1994
MBA, Business
Evan Bull's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Equity Research Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - Present
Morgan Stanley June 2012 - June 2013
Signia Capital September 2011 - April 2012
Bank Of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Bloomberg
Education
Gonzaga University 2008 — 2012
Deutsche Bank June 2013 - Present
Morgan Stanley June 2012 - June 2013
Signia Capital September 2011 - April 2012
Bank Of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Bloomberg
Education
Gonzaga University 2008 — 2012
Jerry Kenney's Bank of America Merrill Lynch Experience October 2013 - December 2013
Job Senior Consultant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
Bank of America Merrill Lynch October 2013 - December 2013
Credit Suisse July 2011 - October 2013
Rosenthal Collins Group April 2008 - June 2011
Newedge 2003 - 2008
SunGard 1999 - 2003
First American Discount Corp 1995 - 1999
United States Marine Corps 1981 - 1985
Skills
Back Office, Trading Systems, C++, Derivatives, Linux, Business Analysis, Electronic Trading, Application Support, SDLC, Options, FX Options, Market Data
Education
Governors State University
JPMorgan Chase February 2014 - Present
Bank of America Merrill Lynch October 2013 - December 2013
Credit Suisse July 2011 - October 2013
Rosenthal Collins Group April 2008 - June 2011
Newedge 2003 - 2008
SunGard 1999 - 2003
First American Discount Corp 1995 - 1999
United States Marine Corps 1981 - 1985
Skills
Back Office, Trading Systems, C++, Derivatives, Linux, Business Analysis, Electronic Trading, Application Support, SDLC, Options, FX Options, Market Data
Education
Governors State University
Rina Arline's Bank of America Merrill Lynch Experience July 2007 - August 2014
Job Senior Vice President, Treasury Sales Manager at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America Merrill Lynch July 2007 - August 2014
BB&T May 2005 - July 2007
BBVA Compass 2002 - April 2005
Bank of America 2000 - 2002
Bank of America 1998 - 2000
Skills
Working Capital..., International Treasury..., Banking, Cash Management, Commercial Banking, Payments, Risk Management, Treasury, Treasury Management, Treasury Services
Education
University of North Carolina at Greensboro 1996 — 1998
Master of Business Administration (MBA), Marketing/Finance
Guilford College 1991 — 1995
Bachelor of Science (B.S.), History & Political Science
Bank of America May 2014 - Present
Bank of America Merrill Lynch July 2007 - August 2014
BB&T May 2005 - July 2007
BBVA Compass 2002 - April 2005
Bank of America 2000 - 2002
Bank of America 1998 - 2000
Skills
Working Capital..., International Treasury..., Banking, Cash Management, Commercial Banking, Payments, Risk Management, Treasury, Treasury Management, Treasury Services
Education
University of North Carolina at Greensboro 1996 — 1998
Master of Business Administration (MBA), Marketing/Finance
Guilford College 1991 — 1995
Bachelor of Science (B.S.), History & Political Science
Karen Gregson's Bank of America Merrill Lynch Experience September 2003 - March 2010
Job Human Resources Professional
Industry Human Resources
Experience
Bank of America Merrill Lynch September 2003 - March 2010
Chanel September 1992 - March 2003
Skills
Payroll, Employee Benefits, Deferred Compensation, Onboarding, Human Resources
Education
Gettysburg College
Bachelor of Arts (BA), Sociology
Bank of America Merrill Lynch September 2003 - March 2010
Chanel September 1992 - March 2003
Skills
Payroll, Employee Benefits, Deferred Compensation, Onboarding, Human Resources
Education
Gettysburg College
Bachelor of Arts (BA), Sociology
Tom Cashin's Bank of America Merrill Lynch Experience 1989 - Present
Job IT Manager Wealth Management Technology
Industry Financial Services
Experience
Bank of America Merrill Lynch 1989 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Outlook, Process Improvement, Windows
Education
Hamilton College
Computer Science
Bank of America Merrill Lynch 1989 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Outlook, Process Improvement, Windows
Education
Hamilton College
Computer Science